Francisco J. Elosua T.

Francisco J. Elosua T.

Intern

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location of Francisco J. Elosua T.Monterrey, Nuevo León, Mexico

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  • Timeline

  • About me

    Founder & Managing Director at Felto Capital

  • Education

    • EGADE Business School

      2015 - 2017
      Masters in Finance

      Activities and Societies: Finance Alumni Association Corporate Finance, Financial Planning, Risk ManagmentCoordinated a master event and invited CEMEX´s CFO to give a lecture to over 140 graduate students and other special guests about the financial challenges and milestones the company has overcome since the 2008 crisis.

    • IESE Business School

      2019 - 2021
      Master of Business Administration - MBA - Class of 2021

      Activities and Societies: IESE Search Fund Club Director

    • Harvard Business School

      2024 - 2024
      Executive Program, Family Office Wealth Management
    • Southern Methodist University

      2010 - 2013
      B.S. in Management Science Engineering in Management, Information, and Systems
    • Wharton Online

      2024 - 2024
      Asset and Portfolio Management Certificate Program Finance and Financial Management Services

      The Asset and Portfolio Management Certificate Program is designed to help current and aspiring financial professionals employ the best practices when putting together an investment portfolio. The program includes key terminology, investment products, and asset allocation strategies to maximize return on investments.

    • Wharton Executive Education

      2024 - 2024
      Investment Strategies and Portfolio Management Finance and Financial Management Services
    • Southern Methodist University

      2010 - 2013
      B.A. in Economics Economics, Finance.

      Completed a double major in Management Science and Economics.

  • Experience

    • Real Time Resolutions, Inc.

      Sept 2012 - Dec 2012
      Intern

      Utilized data mining tools to locate mortgage lenders at last known address.Programs used include Accurint, DRI, Collections (ILS), Sitex, County-Public Records.Completed equity analysis to determine what percent of revenue is lost based on when mortgages are written off (DRI).

    • Chapwood Capital Investment Management

      Jan 2013 - Apr 2013
      Intern

      Test proprietary financial analytical tools for customer ease of use. Research on Consumer Price Index, how it impacts investor decisions and how the results of Chapwood’s cost-of-living index influences market behavior.Manage and drive traffic to the website and aid with site redesign and layout of the new finance search engine.Analyze market trends and impact on investor decisions.

    • Delaunay Advisory Services, LLC

      Jul 2013 - Sept 2014
      Managing Partner/Co-Founder

      Co-Founded a Financial Services Start-up in Mission, TX to connect Mexican investors with investment opportunities in the U.S.AParticipated in the analysis of the investment viability of a Luxury Apartments complex in Corpus Christi, TX valued at over USD 10MParticipated in the negotiation process for the installation of a Food Processing Plant in McAllen, Texas, working closely with investors, bankers, and the McAllen EDC (Economic Development Center) Contributed in the valuation and analysis of investment opportunities within the Cosmetics, Real Estate, and Private Security industry with valuations ranging from USD 2M to USD 10M Show less

    • CEMEX

      Jan 2015 - Jun 2019

      Led the Corporate Finance process assessment which included the assessment of the Corporate Treasury (Front and Back Office), Financial Planning & Risk Management, In-House Bank (Amsterdam) & Asset Management (Central), and Insurance & SuretyParticipated in 15 internal audits on CEMEX’s operative processes (Cement, Ready-Mix, Aggregates, Procurement, & Logistics) and administrative processes (Consolidation, Controllership) in 11 countries in America, Europe, and AsiaCreate an executive monthly presentation for our CFO on all the relevant main findings from our process assessments worldwideEstimate the travel expense budgets for each assignment for all the Process Assessment’s assignmentsParticipated in a Global Monitoring Project to analyze CEMEX’s working capital ratios for all operative units worldwide as a specific request by the CEO Member of CEMEX Central's Social Responsibility Committee, which organizes yearly fundraisers for a variety of social causes Show less

      • Process Assesment Consultant

        Mar 2017 - Jun 2019
      • Process Assessment Analyst

        Jan 2015 - Mar 2017
    • Maple Capital

      Jul 2019 - Jul 2019
      Pre-MBA Intern

      Maple Capital is a Search Fund established in 2018, actively looking for a company to acquire and manage during the fund's life. As a Pre-MBA Intern at Maple Capital, I contributed to the Search Fund's main activities such as Business Assessments, Valuations, Commercial Due Diligence Reviews, and other daily business assessment activities with adding value to the Founder's effort to acquire the best potential investment alternative for his investors.

    • Sotavento Capital

      Jan 2020 - Jun 2020
      MBA Intern

      Sotavento Capital is a Search Fund founded in 2019, actively looking for a company to acquire and manage during the fund's life.

    • Aguafría

      Jun 2020 - Aug 2020
      MBA Summer Associate

      Aguafria is an ice manufacturing company acquired by a search fund in 2018.

    • Linden Equity Partners

      Jul 2021 - Jan 2024
      Managing Partner

      In my role as Managing Partner at Linden Equity Partners in Monterrey, Nuevo León, Mexico, I led due diligence on tech companies, analyzed over 100 companies, and managed a team of 3-8 analysts. I successfully led a fundraising process and set up a search fund to drive investment opportunities. This experience honed my skills in financial analysis, team leadership, and strategic decision-making.

    • Felport Capital

      Jan 2024 - Nov 2024
      Managing Director

      In my role as Managing Director at Felport Capital, I played a key role in setting up the family office. I was responsible for making investment decisions, managing portfolios, and analyzing investments in both capital markets and real estate.

    • Felto Capital

      Nov 2024 - now
      Founder & Managing Director
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Francisco J. Elosua T.
      CFA Challenge Finalist - México CFA Institute Mar 2017
    • Awarded to Francisco J. Elosua T.
      CFA Exam Level I Candidate - CFA Exam Level I