Nicolás Lulli, CFA

Board Member at Polysistemas
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Contact Information
us****@****om
(386) 825-5501
Location
PE
Languages
  • Spanish Native or bilingual proficiency
  • Italian Professional working proficiency
  • English Native or bilingual proficiency

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Bio

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Credentials

  • CFA Charterholder
    CFA Institute
    Sep, 2018
    - Oct, 2024
  • General Securities Representative Examination (Series 7)
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2013
    - Oct, 2024
  • Uniform Securities Agent State Law Examination (Series 63)
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2013
    - Oct, 2024

Experience

  • Polysistemas
    • Peru
    • Information Services
    • 100 - 200 Employee
    • Board Member
      • Dec 2020 - Present

      We serve as a one-stop shop for enterprise clients throughout the Andean region seeking integrated, physical and digital RIM solutions. Polysistemas provides a wide range of services including physical and cloud-based record storage, BPO, data capture, proprietary digital signature SaaS, and document management software development and support. We serve as a one-stop shop for enterprise clients throughout the Andean region seeking integrated, physical and digital RIM solutions. Polysistemas provides a wide range of services including physical and cloud-based record storage, BPO, data capture, proprietary digital signature SaaS, and document management software development and support.

  • Colca Capital
    • Peru
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Managing Partner
      • Apr 2019 - Present

      We seek to provide the solution to the succession problem of family-owned businesses throughout the Andean region. Colca Capital is the first search fund in Peru and is backed by 28 individual entrepreneurs, institutional investors, and family offices from across the USA, Latin America, and Europe. We seek to provide the solution to the succession problem of family-owned businesses throughout the Andean region. Colca Capital is the first search fund in Peru and is backed by 28 individual entrepreneurs, institutional investors, and family offices from across the USA, Latin America, and Europe.

  • District Doughnut - Happiness Found - DC’s Best Loved Doughnuts
    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Board Member
      • May 2013 - Dec 2022

      Lead investor in seed round and all subsequent capital raises. These are the world's best doughnuts. Lead investor in seed round and all subsequent capital raises. These are the world's best doughnuts.

  • Relay Investments
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Vice President
      • Feb 2017 - Apr 2019

      Led investment analysis and due diligence efforts on Latin American transactions. Executed 16 transactions for over US$350mm of enterprise value. Developed internal portfolio management and FX models for investments in over 20 countries. Led investment analysis and due diligence efforts on Latin American transactions. Executed 16 transactions for over US$350mm of enterprise value. Developed internal portfolio management and FX models for investments in over 20 countries.

  • SumZero, Inc.
    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Vice President
      • Jun 2014 - Feb 2017

      Head of Sales and Business Development. Built recurring revenue software business from scratch. Scaled client base to include many of the best-known hedge funds and asset managers in North America, Europe, and Asia. Head of Sales and Business Development. Built recurring revenue software business from scratch. Scaled client base to include many of the best-known hedge funds and asset managers in North America, Europe, and Asia.

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Jul 2013 - Jun 2014

      Priced structured notes and cross currency swaps for sovereign and corporate clients across Latin America. Structured and marketed interest rate, foreign exchange, and commodity derivatives. Priced structured notes and cross currency swaps for sovereign and corporate clients across Latin America. Structured and marketed interest rate, foreign exchange, and commodity derivatives.

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • May 2012 - Aug 2012

      Rotated through Mortgage Trading, Investment Grade Credit Trading, and Municipal Trading desks within the Securities Division. Rotated through Mortgage Trading, Investment Grade Credit Trading, and Municipal Trading desks within the Securities Division.

  • Astrata
    • Singapore
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Summer Analyst
      • Jul 2011 - Aug 2011

      Rotated through Sales, Operations, and Finance departments. Co-located in Singapore and Kuala Lumpur offices. Rotated through Sales, Operations, and Finance departments. Co-located in Singapore and Kuala Lumpur offices.

  • ACG Analytics
    • United States
    • Research Services
    • 1 - 100 Employee
    • Summer Analyst
      • Jun 2010 - Aug 2010

      Performed public policy research and analyzed the effects of proposed legislation on the positions and operations of financial services clients. Performed public policy research and analyzed the effects of proposed legislation on the positions and operations of financial services clients.

Education

  • Princeton University
    B.A., Politics
    2009 - 2013
  • The Heights School
    2004 - 2009

Community

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