ALERE Advisors is an asset management and advisory firm, affiliated to INICIA, specializing in the food, beverage and retail sectors, focused on the Northern Latin American Region.
As the NOLA region and the sectors we focus on continue to demonstrate high growth rates and improved fundamentals, we believe that substantial investment opportunities exist. ALERE is strongly positioned to capture those opportunities and aims to provide investors with risk-adjusted and sustainable returns.
Integrity and Trust We build solid and honest relationships on the basis of respect, business sustainability and compliance with established agreements.
People and Happiness Our team is the firm’s most important asset. As a goal-driven team, we enjoy what we do and are filled with pride when achieving our objectives.
SustainabilityWe promote a model based on the United Nations’ Principles for Responsible Investments through the incorporation of Environmental, Social and Corporate Governance criteria when evaluating potential opportunities.
We provide our investors with a fact based, value-oriented investment approach that seeks to maximize long-term value through the investment cycle. We seek partnerships with distinctive operators, incorporating best practices in corporate governance, that allow us to impact major strategic, financial and personnel decisions.
Our investment strategy seeks to provide risk-adjusted and sustainable returns by:
We provide non-discretionary strategic advice for a broad range of business issues, to the management, board of directors and/or shareholders of a company. We are able to develop a comprehensive understanding of our clients’ challenges by establishing an in-depth and long-term relationship with them.
The team has extensive experience in asset management and strategic advisory in the NOLA region.
Luis has over twenty-five years of experience in Corporate Finance, General Management and Consulting in several industries.
- Read more -Luis has over twenty-five years of experience in Corporate Finance, General Management and Consulting in several industries. He is currently a member of the Strategy and Investments Committee of INICIA’s Food, Beverage & Retail Fund and member of several board of directors of leading companies in the NOLA Region. Prior to ALERE, Luis was Chief Financial Officer at Putney Capital Management and senior associate at McKinsey & Co.
He has an MBA degree from Arthur D. Little School of Management in Boston and a Systems Engineering degree from Universidad Metropolitana in Venezuela.
Emilia, with over fourteen years of experience, specializes in Valuations, Financial and Strategic Consulting.
- Read more -Emilia, with over fourteen years of experience, specializes in Valuations, Financial and Strategic Consulting, Mergers and Acquisitions, Negotiations and Financial and Operational Restructuring. She is a member of several Boards of Directors of leading companies in the Food and Beverage industries in the NOLA Region and is Chairwoman of the Strategy and Investments Committee of INICIA’s Food, Beverage & Retail Fund. She has served as professor of several courses at the undergraduate and graduate level in the PUCMM as well as the BBA from Unibe and Florida International University (FIU).
In 2010 she published her work “Social Capital and Economic Growth” which obtained fourth place in the Juan Pablo Duarte contest of the Central Bank of the Dominican Republic. She is an alumni member of the Global Shapers community, attached to the World Economic Forum.
Emilia graduated summa cum laude from the Bachelor’s degree in Economics from the Pontificia Universidad Católica Madre y Maestra (PUCMM), Santo Domingo (2005). She was awarded a Chevening Scholarship as well as the Seescyt-Taiwán scholarship from the Dominican government, with which she completed, with distinction, a Master of Arts from the University of Essex, United Kingdom, with concentration in Political Economy and International Relations (2007). She also obtained a Master of Business Administration (MBA) from Barna Business School and the University of Barcelona, (2011) where she was chosen to give the graduation speech. She is fluent in english and spanish and has extensive knowledge of french, italian and german.
Gustavo has over 8 years of experience in Corporate Finance, Economic Consulting, and Statistical Analysis. Prior to joining the ALERE Advisors team, he served as Coporate Finance Director in Excel SAFI, Head of Research in Victoria Asset Management, and as an Associate in Cornerstone Research.
He has a Ph.D. in Economics from the University of Pennsylvania, where he specialized in Corporate Finance, Macroeconomics, and Economic Development. Gustavo graduated with a B.A. from New York University in Economics, Mathematics, and full coursework in Computer Science. He speaks fluent spanish and English.
Andrés has over five years of experience working in the financial sector, including stints in investment banking and private equity. Prior to joining ALERE Advisors, Andrés was an Associate Vice-President at CIM Group and was part of the LatAm M&A team at Barclays. He has ample experience working on complex cross-border transactions.
Andrés has a MBA from Yale School of Management, where he obtained an academic and professional merit scholarship. He obtained his B.A. in Economics from The University of Chicago, where he graduated with honors.
Dafne has over ten years of experience in the administrative area. Prior to joining ALERE, she worked as executive assistant in the Communication and Institutional Relations of INICIA, being the main contact between clients and the company to channel their requests and demands.
Dafne graduated from the Bacherlor's degree of Interior Design and Decoration from Universidad Nacional Pedro Henríquez Ureña (UNPHU), Santo Domingo (1994). She is fluent in Spanish and English.
Alberto has over 2 years of experience in statistical risk analysis within the financial sector. Before joining ALERE Advisors, he was part of the Market Risk team at the investment bank Goldman Sachs in Dallas, where he worked as an Analytics Engineer for the Global Currencies and Emerging Markets portfolio.
Alberto holds a Master's degree in Data Analytics and a Bachelor's degree in Industrial and Systems Engineering from the Georgia Institute of Technology, graduating with highest honors.