Luis Vallarino, CFA
Partner – CEO
Luis has more than 20 years of experience in Latin America and NY. Before joining R², Luis was head of Research and Strategy at Interacciones. Before Interacciones, he spent 17 years at Citi - Banamex and Accival of Mexico, New York and Sao Paulo. He has been a speaker in multiple local and global forums and was ranked in the Institutional Investor surveys (LatAm and Brazil) in 2002 and from 2009 to 2012.
Bachelor of Business Administration from ITAM, MBA from NYU Stern and CFA Charterholder since 2002.
Jose Helue, CFA
Partner – Business Development
Pepe has more than 12 years in the financial sector. Prior to R², he held different roles at leading insurance companies and brokers such as AIG, RSA and AON and was subsequently Vice President of Research at Interacciones. Currently, from his role in New York as Americas director at Tellimer, Jose maximizes R²’s global connections.
MSc in Finance and Investment (Distinction) from the University of Exeter and MBA (Dean's Scholar) from NYU Stern with a specialization in Marketing and Business Law. CFA Charterholder and instructor since 2014. FINRA series 24, 79, 7, 63.
Partner – CCO
Prior to joining R², Alan collaborated in the fundamental analysis of various sectors at Interacciones, he was part of Commercial Banking at HSBC Mexico. Previously, he collaborated in the liquidation of BANRURAL. He has founded, operated and supported the incubation of multiple entrepreneurial projects in various sectors.
He holds a degree in Economics from Universidad Panamericana, a postgraduate degree in Finance and International Trade from the same University, as well as diplomas in Management and Entrepreneurship.
Partner – Investor Relations
Francisco has more than 25 years of experience in the financial environment. Prior to R², he was a senior Analyst at Interacciones and Scotiabank, where he covered the airports, consumer and industrial sectors. Previously, he was Corporate Debt Manager at HR Ratings and before that he led the privatization process of GAP & OMA (airport groups) at SCT, where he also managed the restructuring of Satelites Mexicanos.
CPA degree with a financial management certificate, both from Universidad Anahuac.
Luis A. Rodriguez
Partner – Startups
Luis Alberto has more than 30 years of experience in entrepreneurship (as mentor, trainer and strategist), consulting and marketing, with firms such as Deloitte and Tecnologico de Monterrey.
Member of the Board of a technology company. Consultant, mentor and trainer of the business incubator and accelerator at the Business Park. He is also a professor of Marketing and Entrepreneurship at Tecnologico de Monterrey and Universidad Anahuac. Mentor for high impact companies from Santa Clara University and California in the GSBI program.
Fernando Bolaños, CFA
Director – Valuation
Fernando has 10 years of experience in financial services, mostly as a research analyst covering the industrial, mining, telecommunications and media sectors, ranked as one of the best analysts according to Bloomberg. He also spent time as a buy-side analyst at Monex.
Fernando holds a BBA with concentration in Finance from Universidad Panamericana, as well as a master's degree in Finance with a specialization in risk management, from which he graduated with honors.
CFA Charteholder since 2019.
Ana Gabriela Zaldivar Zavala
Ana Gabriela holds a degree in Financial Management from ITAM.
She is a majority partner at Bounce Academy (event planning), and has 3 years collaborating with R² on different entrepreneurship and financing projects.
Jose has more than 30 years’ experience helping companies find the best financing solutions. He also has experience in auditing, financial planning and budget control in multinational companies.
Prior to R² he held several executive positions in investment banking, funds and commercial banks.
Jose holds a degree in Public Accounting with a diploma in Financial Decision Making, both from Universidad Iberoamericana.
Specialized advisor – Fintech
Daniel has 6 years of experience in the entrepreneurship sector. He launched his own startup, has worked on VC funds (e.g. Interplay Ventures) and startup accelerators such as Techstars and Quake Capital Partners in New York. Prior to this, he was a commercial credit analyst at Inbursa and led the institutionalization process at Grupo Automundo.
Daniel holds an MBA from NYU Stern with a specialization in Marketing, Strategy, and Finance, and has a Bachelor’s degree from Bentley University.
Gregorio has 10 years of experience in the retail and pharmaceutical sectors. His corporate finance experience includes companies such as Johnson & Johnson, Mondelez International and Novartis Pharmaceutical.
Prior to joining R², Gregorio completed an MBA at the University of Manchester and in 2019 joined Kearney's team as a consultant.
Omar G. Huerta
Before R², Omar worked as a trader at Deutsche and led the integration of the new institutional stock exchange (BIVA). Previously, he ran the Cross-Listings & Investor Services area for VEMEX and developed relationships with asset managers, institutional investors, mutual funds, family offices and brokers. At VEMEX, he handled all inquiries for new listings, negotiations, corporate actions and securities compensation; as well as marketing with universities, members of the financial sector, and others.
Currently he is in the Wealth & Asset Management Modernization Program at Scotiabank.
Omar holds a BBA with a specialization in finance from Universidad Panamericana.
Emilio has 10 years of experience in the financial sector. Prior to R² he was manager of Investor Relations and M&A at Grupo Kuo (Mexican conglomerate), and was later an investment analyst at Antaris Capital
Prior to his MBA at UT McCombs he joined the Herdez Mexico team as Manager of Mergers and Acquisitions. He currently serves as deputy director of strategic planning at Grupo Diagnostico Proa.
Andres Audifred, CFA
Andres has extensive experience as an analyst; covering the financial, telecom, mining, infrastructure and homebuilding sectors at Interacciones and Ve por Mas.
Andres holds a BBA with concentration in finance from Universidad Panamericana.
CFA Charterholder since 2019.
From his new role as equity Portfolio Manager at Scotiabank, Andres is one of our top-rated CFA instructors.