Indonesia


Vision Finance - Jakarta
Jl. Pejaten Barat 2
No. 2,  Jakarta Selatan 12510
Indonesia






 

Contact Vision Finance Indonesia

                COUNTRY REPRESENTATIVE:

                    OLIVER ONTIVEROS

                    email:        ooo@financewithvision.com
                    Tel:            +62 82111 532918
                    Skype:       chicagoball
                    Facebook: www.facebook.com/oontiveros

                    with Vision Finance since February 2011















EXECUTIVE SUMMARY

International financial services executive with 16 years of experience in alternative investments, P&L, real estate investment and development, fund structuring, institutional sales, trading, fund management, research, economics and operations. Demonstrated abilities in fund management, real estate development, sales, business development, relationship management, start-up operations, structuring & operations of int’l sales & trading desks, research packaging and qualitative & quantitative analysis.



EDUCATION

2004   Kellogg Graduate School of Management, Northwestern University – EDP 65

1994   New York Institute of Finance –Financial Accounting, Corporate Finance & Income Statement Analysis

1992   University of Texas at Austin – Bachelors in Economics & Art History (Northern Baroque/Dutch Art)



PROFESSIONAL & CLUB MEMBERSHIPS

The Royal Institution of Chartered Surveyors, United Kingdom – MRICS

Member of RICS India Valuations Working Committee for 2010-2011

The Naval & Military Club, London



CAREER EXPERIENCE

02/2008 – Present
ELYSIUM CAPITAL LTD. www.elysiumprop.com
Managing Director/Chief Investment Officer
  • Establishing a fund focused on South India’s affordable residential, mid-market hospitality, commercial office and logistics sectors.
  • Mauritius & Cyprus based holding companies and SPVs to facilitate DTAs and FDI requirements into India
  • Focused on South India’s Karnataka, Kerala and Tamil Nadu’s Tier 2 and lower cities
  • Formulation of investment strategy and allocations for the portfolio on an ongoing basis
  • Leading portfolio construction and financial modelling of individual projects and consolidated portfolio
  • Managing process controls for risk management, operations, investments, IT, treasury/hedging and reporting

03/2004 – Present
ELYSIUM REAL PROPERTIES [P] LTD. TAYLORCHENG PROPERTY VENTURES (AP) LTD www.elysium.in
Executive Director – Coimbatore, Tamil Nadu, India & Hong Kong SAR
  • Established a real estate development firm in Tamil Nadu, India. Investment vehicle based in Hong Kong
  • Work with local partners in establishing a presence in Coimbatore to source and acquire properties for development
  • Developing and self-marketing multi-family residential and retail/office buildings in South India

11/2004 – 01/2006
KELLOGG (ALUMNI CLUB OF CHICAGO) INCUBATOR SUPPORT TEAM
Team Member/Triage Committee Member – Evanston, IL USA
  • KIST provides coaching and consultation to the clients of the Technology Innovation Center (TIC) at Northwestern University
  • Kellogg alums work with various companies within the TIC to advise on business issues
  • Working with several companies to address ongoing legal & transactional issues, corporate structures, external trade, intellectual protection for their products, marketing and operational processes
  • Assist in allocating appropriate alums to TIC client companies

03/2002 – 10/2002
WALTON INTERNATIONAL GROUP, INC.
Fund Manager/Director - Walton Asset Management, Calgary, Alberta, Canada
  • Walton International Group is a Calgary-based land banking firm primarily focused on real estate acquisition & syndication in the Alberta province of Canada. Walton intends to diversify its business core into development of its greenfield holdings to realise an added level of capital appreciation within its natural business line
  • Mandated to establish, structure & build the Asset Management effort of Walton International
  • Responsible for the overall structuring, alongside banking & legal counsel, of Walton’s first development Fund (CAD 65 mln) intended to develop several projects within its existing portfolio of approximately 9K greenfield acres in Alberta
  • Accountable for the oversight of proformas & financials of the various projects within the Fund to meet ROE/IRR targets & obtaining leverage
  • Responsible for Walton’s effort in marketing the Fund to Canadian & Offshore sophisticated investors alongside the bankers, et al

06/2001 – 02/2002
ALPHA NEURAL NETWORKS LIMITED
Chief Operating Officer/Co-Investor- Hong Kong SAR
  • Alpha Neural Networks Ltd. is a boutique financial consulting firm that provides quantitative research products focused on the Asia Pacific markets
  • Executive manager responsible for administration & execution of firm wide goals ranging from financials, project planning & execution, human resources, to client presentations & fulfilment of ad hoc requests
  • Responsible for distribution of firmwide products & services, execution of the firm’s short & long-term goals including business development, financing, strategy & client relations

08/1999 – 05/2001
TRADED & MANAGED PERSONAL ACCOUNT, London, UK & Hong Kong SAR

07/1998 – 07/1999
REGENT PACIFIC GROUP LIMITED
Regent Pacific Corporate Advisory (Bermuda) Limited & Regent Pacific Corporate Finance (UK)
Fund Manager - Portfolio & Private Equity, London, UK & Sofia, Bulgaria
  • Member of the fund management team in private equity projects & Regent’s Central Asia & Ukraine funds. Also worked with the Balkan Fund in identifying opportunities in Romania, Bulgaria & Turkey. Project sector coverage included real estate, energy, hospitality & light industry privatisations
  • Managed USD 75 mln Central Asia & USD 40 mln Ukraine funds. Made decisions based on a top down perspective with focus on 1st tier & potential 1st tier companies. Reported to clients on a monthly & ad-hoc basis. Positions included equity, fixed-income & derivative instruments
  • Managed daily operations of TzUM, the central department store located in Sofia. TzUM was a DEM 30 mln private equity real estate privatisation acquisition
  • Initialised & managed the USD 10.2 mln renovation project for TzUM conversion into a mixed retail & commercial rental income model from the traditional department store format
  • Oversaw debt & equity financing for the TzUM project. Responsibilities included acquiring a DEM 14 mln debt facility for renovations & creating structure for eventual exit
  • Identified & analysed investment opportunities across various industries that led to equity positions in several companies & positions in several fixed-income instruments used for privatisation acquisitions & the proprietary book
  • Identified potential opportunities throughout the region (Bulgaria, Romania, Turkey, Macedonia & Serbia). Created structure for potential investment entry & co-participation. Co-participation projects included working with a major oil & gas company in acquiring concession rights in privatisation of gas & electricity sector in Bulgaria
  • Participated in board meetings of companies in the region in which Regent had a seat
  • Acted as buy-side trader, as needed, for CIS/CEE/Balkans funds
  • Head of Regent European Securities (Regent Pacific Corporate Finance) London sales desk during interim period

05/1997 – 07/1998
Regent European Securities Limited
Director/Country Manager - Sofia, Bulgaria & Bucharest, Romania
  • Oversight of Regent’s presence in Bulgaria, including the establishment of a local company, staff hiring & start-up logistics. Ongoing trading & research effort in co-ordinance with London & Moscow offices
  • Established Regent European Securities’ presence in Romania (22 staff) & Bulgaria (11 staff). Created corporate & legal structures (on & offshore) that provided the most efficient earnings repatriation, tax & legal exposure. Departed Romania after 7 months of initial entry with periodic continuing duties
  • In first seven months of Bulgarian operations, commanded approximately 40% of all equity trading on & off the exchange, including making markets in Bulgarian ADRs through Moscow. ROI of over 1,300% achieved
  • Directed research team on building macro & equity research products & oversight of morning calls & calls with sales team in London & clients

06/1996 – 03/1997
GLOBAL SECURITIES USA LIMITED. Global Menkul Degerler AS
Institutional Sales - New York, USA & Istanbul, Turkey
  • Sales & marketing of equity & debt issues undertaken by Global Securities. Acted as the deputy manager behind the US President/CEO. Spent one month per quarter rotation in Istanbul
  • Sales coverage of Turkey, Romania (NY office specialist), Ukraine, Morocco, Kazakhstan, other Balkan & CIS countries & Northern, Central & Southern African countries. Clients were hedge funds, pension funds and family offices. Client coverage areas included the Northeast. Midwest & Southwest United States
  • Actively involved in the start-up & operation of the US subsidiary, consisting of five professionals & three support staff

10/1995 – 03/1996  SABBATICAL IN ASIA: Tokyo, Japan & Singapore

4/1994 – 6/1995
MERRILL LYNCH & CO
Latin America Analyst - Latin America Fundamental Equity Research, New York
  • Managing editor & co-author of ML's Latin America Investment Daily, ranked 2nd in Institutional Investor's category for Best Daily Faxes
  • Provided information & analysis to institutional sales, investment banking & clients. Wrote-up corporate earnings results, corporate developments & economic & political news (on seven Latin America countries) for the Daily
  • Co-wrote & researched background & financials of companies in the entertainment & telecommunications industries
  • Associate International Economist – International Economics, Emerging Markets

1/1993 – 4/1994
  • Co-authored macroeconomic overviews of Latin American, African & Eastern European emerging & pre-emerging markets
  • Built & managed database of selected economic indicators (monthly observations over a seven-year period) & worked with Senior Economist & Economist to provide analysis & forecasts to our sales team & clients based on those indicators
  • Provided internal & external clients, including the print media, with data & analysis
  • Previously FIDIC (NASD) Series 7 & 63 registered. Sat for Series 16 & 24 but left firm prior to exam.