Hi! I’m Luis. After spending over 10 years in corporate finance and treasury at Fortune 500 companies with sophisticated investments and capital markets portfolios, I figured it was time to share some of my learnings.
I will attempt to explain in plain English several of the financial products and concepts that everyone pretends to understand when meeting with bankers and their 100-page pitchbooks prepared for 45-minute conversations. I will also provide templates, checklists, models, or sketches that may help you take your team to the next level.
On the personal finance side, I will explore tools and strategies available to the retail investor and report my findings. And, of course, there are those rarus et sine gravitas topics for your distraction.
7fin.org is an experiment that begins in January 2018 as a way to motivate two close friends to start their own blogs. Their sites are way more fun than corporate finance and treasury.
Latest from the Blog
When equity brokers pitch their share repurchase capabilities to corporations, they never fail to mention their ability to outperform VWAP. When asked how they outperform so consistently, the answers tend to be non-answers: "we have proprietary algorithms" "our...read more
Many times we use the terms return and yield interchangeably, and that may be because both concepts describe investment performance. But they are not the same. The difference is this simple: return is backward-looking, yield is forward-looking. Return Return is a...read more
Most corporate investors use benchmarks to express their desired asset allocation, to guide their asset managers’ portfolio construction process and, on an ex-post basis, to measure their performance. Well known indices such as the S&P 500 or the Barclays U.S....read more