Steven Morales

Basel, Switzerland & Barcelona, Spain

"The preferred Private Markets company for UHNW, Family Offices, Investment Funds"

Asset Classes: Commercial Real Estate, Venture Capital, Mezzanine Lending, Digital Assets. 

• • Business Development, Capital Raising, High-level Business Development for Switzerland, Monaco, London, UAE
  • Network Building, Strong Referral Pipeline
  • Deal Origination, Investment Assessment, Due Diligence, Deal Structuring, Transaction Management 
  • Financial Engineering Deal Optimization - business model analysis and financial modeling. DCF specialist. 
  • Sales & Marketing: Events, Road Shows. CRM: 4000 global investors for alternative assets.
  • Presentations: Glossy investment brochures, Email Campaigns,, Market Intelligence Reports, Data Visualization
  • Average Deal Size: 30 Million Eur (UNHW & Family Offices), 100 Million Eur (Institutions).

Spanish Private Bank, Assets 700 Bln Eur

Portfolio Management,  Head of Quantitative Research and Buy-Side Macroeconomics

• • Managed the largest US Equity Large Cap fund & Sicav in Spain by volume traded - 1 Billion USD.   Ranked top 1% in it's category 2007-2010 (Bloomberg). Fundamental bottom-up with a tactical macroeconomic strategy layer.  

Equity and Macroeconomic Theme Investing and Research:

• • Research and design of investment models for shaping forward forecasts of asset market prices: Equity, Fixed Income,  Gold, Oil, Inflation, Bond Spreads. / Visual Basic.

Presentations:

• • Comprehensive asset management presentations to clients, team members, investment committees and stakeholders.

Portfolio Manager

• • Managed Sicavs: Global, Multi-Asset and Funds of Funds
  • Geographic specialist: for U.S., U.K Equity

Largest Institutional Fixed Income Broker, Madrid, Spain

• • Institutional Client development for US, UK, Europe: No.1 sales person for on-boarding new bank clients.
  • Coded bespoke CRM to prospect 800 institutions
  • Daily and Weekly investment recommendations "Blast" on Bloomberg. Trained new traders of London bank Treasury departments at request of clients.   
  • Monthly travel London, New York, Chicago, Paris, Lisbon. Avg trade size: 100M Euros

• • Private clients advisory across the range of Merrill Lynch equity and fixed income products. 

San Francisco, USA

• • Private clients advisory for Equity