Adrian Rodrigues, CFA

Co-Founder & Managing Director at Provenance Capital Group at Provenance Capital Group
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA) charterholder
    CFA Institute
    Jun, 2014
    - Nov, 2024

Experience

  • Provenance Capital Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder & Managing Director at Provenance Capital Group
      • Jan 2020 - Present

      -A financial services firm that focuses on allocating capital into regenerative natural resource enterprises. -A financial services firm that focuses on allocating capital into regenerative natural resource enterprises.

  • Hyphae Partners
    • United States
    • Renewable Energy Semiconductor Manufacturing
    • Co-Founder and Managing Partner
      • Jan 2018 - Jan 2020

      Hyphae Partners is a boutique consultancy that works with businesses to develop, implement and finance regenerative business models. Hyphae Partners is a boutique consultancy that works with businesses to develop, implement and finance regenerative business models.

  • University of California, Berkeley, Haas School of Business
    • United States
    • Higher Education
    • 700 & Above Employee
    • Lecturer - Food Innovation Studio
      • Aug 2018 - Dec 2019

      -Berkeley Haas’ Food Innovation Studio is a practice-based course focused on enabling Berkeley graduate school students to identify pressing challenges and unmet needs in the broader food-system and develop market-based, entrepreneurial ventures to solve them. (Fall 2018 & Fall 2019 with William Rosenzweig) -Berkeley Haas’ Food Innovation Studio is a practice-based course focused on enabling Berkeley graduate school students to identify pressing challenges and unmet needs in the broader food-system and develop market-based, entrepreneurial ventures to solve them. (Fall 2018 & Fall 2019 with William Rosenzweig)

  • Stone Barns Center for Food & Agriculture
    • United States
    • Food and Beverage Manufacturing
    • 1 - 100 Employee
    • Curriculum Designer & Instructor - Entrepreneurship Intensive for Farmers
      • Mar 2018 - Nov 2019

      -The entrepreneurship intensive provided the opportunity for a cohort of promising regenerative farmers to learn business management frameworks and then develop business plans for their farm enterprises. -The entrepreneurship intensive provided the opportunity for a cohort of promising regenerative farmers to learn business management frameworks and then develop business plans for their farm enterprises.

  • Tin Shed Ventures
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • MBA Summer Intern
      • Jun 2017 - Aug 2017

      -Vetted sustainable agriculture investment fund managers. -Conducted due diligence on early stage triple bottom line companies. -Vetted sustainable agriculture investment fund managers. -Conducted due diligence on early stage triple bottom line companies.

  • Patagonia
    • United States
    • Retail
    • 700 & Above Employee
    • MBA Summer Intern - Regenerative Organic Agriculture
      • Jun 2017 - Aug 2017

      -Helped develop a standard for regenerative organic agriculture. -Helped develop a standard for regenerative organic agriculture.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales & Strategy
      • Jun 2010 - Jun 2016

      Morgan Stanley Investment Management (2013 - 2016) --------------------------------------------------- North America Sales & Distribution -Helped place $500m+ of MSIM financial products (Mutual Funds, Private Equity Funds, Hedge Funds & Separate Accounts) to private wealth managers. Morgan Stanley Wealth Management (2010 - 2013) --------------------------------------------------- Sales and Business Development Strategy -Developed a strategy and model to direct 120+ sales personnel to highest growth opportunities. -Presented portions of quarterly business updates to the division’s executive committee. Alternative Investments Research -Conducted both initial and trailing investment and operational due diligence on private equity, venture capital, real asset, hedge fund, and fund of fund products offered to Morgan Stanley Wealth Management clients. FinTech Strategy -Scoped and launched an industry leading FinTech platform for over 15,000 Financial Advisors. Led to Innovations in Wealth Management Technology Award.

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking - Capital Structure and Advisory Solutions Summer Analyst
      • Jun 2009 - Aug 2009

      -Provided corporate clients with capital structure advisory related to strategic initiatives such as M&A financing, equity issuance, dividend distribution policy, share repurchase and cost of capital. -Built financial models to analyze companies’ leverage tolerance and provided capital structure and leverage guidance to financial sponsors and corporate clients. -Provided corporate clients with capital structure advisory related to strategic initiatives such as M&A financing, equity issuance, dividend distribution policy, share repurchase and cost of capital. -Built financial models to analyze companies’ leverage tolerance and provided capital structure and leverage guidance to financial sponsors and corporate clients.

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sophomore Rotational Summer Analyst
      • Jun 2008 - Aug 2008

      -Rotated in the Investment Banking, Sales and Trading, Investment Management and Research Divisions. -Completed intensive training and case studies in each division. Case studies included a formal research stock pitch, the pricing of trades and a merger valuation paired with a simulated road show. -Rotated in the Investment Banking, Sales and Trading, Investment Management and Research Divisions. -Completed intensive training and case studies in each division. Case studies included a formal research stock pitch, the pricing of trades and a merger valuation paired with a simulated road show.

Education

  • University of California, Berkeley, Haas School of Business
    Master of Business Administration (MBA)
    2016 - 2018
  • Williams College
    BA, English
  • Oxford University
    Business Administration and Management/ English Literature

Community

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