J. Carlos Amor, PhD, MBA
President & Managing Partner at Veletta Asesor en Inversiones Independiente (Investment Advisory)- Claim this Profile
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
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German Native or bilingual proficiency
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Bio
Credentials
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Ninja Writing: The Four Levels of Writing Mastery
LinkedInApr, 2021- Nov, 2024 -
Asesor en Estrategias de Inversión Figura 3
AMIB (Sitio Oficial) - Asociación Mexicana de Instituciones BursátilesJan, 2019- Nov, 2024
Experience
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Veletta Asesor en Inversiones Independiente
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Mexico
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Financial Services
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1 - 100 Employee
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President & Managing Partner
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Jan 2018 - Present
➤ Launched and established start-up with transformational investment advisory services for high-net-worth individuals, applying balanced methodologies and perspectives to decision making -fiduciary and proprietary- implementing investment strategies and opportunities determined by quantitative and qualitative analysis frameworks and systems, including deep knowledge of technical and scientific topics. ➤ Lead, direct, administer, guide, oversee, and execute in all of company aspects: governance, management, operations, administration, regulation and compliance, clients (acquisition, management, growth), business development, financials, accounting, branding, sales, marketing, team building and development, R&D, IT, HR. Growing company by 800% in client numbers, 500% in assets under management ($100+M), and 50% in team members, achieving a significant alpha for most years since inception. Show less
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Chief Investment Officer
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Jan 2019 - Present
➤ Direct and lead Investment Committee, conducting research, analysis, valuation, elaboration and execution of investment strategies and opportunities, policies, creation of financial products and management of investment portfolios, identifying sectors and issuers with the desired risk-reward potential. Produce, communicate, and publish weekly, special market and investment reports based on the research and analysis of past, current, and anticipated behavior of markets, sectors, or issuers. Create, file, and maintain all regulatory documentation. Coordinate and oversee with compliance officer all ongoing regulatory affairs, requirements, and documentation.➤ Develop and execute investment strategies and opportunities that formulate and adapt to global, regional, and local market conditions, making investment decisions based on comprehensive analysis that weigh and hedge market perspectives, sentiments, and techniques, including technical, fundamental, currency exchange, competitive, macro-economic, political, geopolitical, and social aspects.➤ Special investment focus on undervalued or growth equities, diversifying in sectors with current or anticipated growth, such as ESG, as well as taking on short-term opportunities, providing speed, agility, and flexibility of analysis and response to market conditions for patently personalized asset management services. Show less
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Chief Operating Officer
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Jan 2019 - Present
➤ Led and created all key documentation for regulatory approval (regulator: CNBV (Comisión Nacional Bancaria y de Valores) for certification of investment service offerings and products. Formulated, prepared, implemented, and established, the policies, guidelines, conditions, mechanisms, procedures, parameters or criteria for products and investments, diversification, risk, or conflicts of interests. Built and implemented monitoring and notification systems for high-risk financial transactions. ➤ Led company website design, search engine optimization (SEO), and social media campaign, bringing company within the top ten for search engine results for financial advisory services in Mexico. Establish and direct company CRM process and system, marketing, sales, reporting material and documentation. Designed, modelled, and established compensation system for members of internal and external sales teams.➤ Create job profiles defining their capabilities and needs, hire personnel required for growth and management of advisory. Train team members corresponding to all areas of operations and sales. Show less
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Self Employed Trader
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United States
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Investment Management
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100 - 200 Employee
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Equities, Derivatives Trader and Trading System Developer
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Jan 2009 - Present
➤ Development and application of algorithms to augment intelligence & insights for trading and investing decisions & strategies, for equities, futures and options. Elements for data analysis include numeric and/or text, from standard and alternative sources. Systems constitute an analytical framework and platform which produce signals that provide multiple advantages or edges in multiple time-frame strategies (short-, intermediate- and long-term), that, importantly, are inherently adaptable and able to evolve, given changing conditions and environments. Alphanumerical systems focus on technical data (including product, intellectual property, logistics & other alternative data), financial, strategic, competitive, as well as social media content, that allow for enhanced decision making for trading and investing strategies in several time-frames, but especially intermediate-term, but also both very short-term and very long-term. Numerical systems, principally, are developed and designed to generate signals to overcome significant deficiencies of perception and interpretation, by enhancing patterns (natural, inherent, complex, relative and absolute) that represent four main quantitative and/or qualitative characteristics: ➤ 1) fast (signals that are anticipatory or with minimal delay), ➤ 2) sensitive (true signals are highly amplified and/or have high contrast, i.e., improved signal to noise ratio | gain), ➤ 3) universal (signals are auto-adaptable with few, well-defined, limitations), and ➤ 4) revealing (signals elucidate underlying ("invisible" or "hidden") forces, character, or sentiment) Critically, framed within the proper and applicable market context or phase, numerical systems generate high confidence expectations, that is, viewed from a strict risk perspective of the measure of risk, provide very well-defined risk profiles, and can moreover be readily incorporated into AI engines, which are also undergoing continuing design & development. Show less
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IPValue
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United States
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Technology, Information and Internet
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1 - 100 Employee
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Technology Licensing Associate (IP Asset Commercialization | Patent Monetization)
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Jun 2008 - Nov 2017
➤ Multiple main roles as financial, business, product & technology analyst, focused on valuation, based on patent portfolios, technology & business competitiveness, for the purpose of patent monetization. ➤ Multiple main roles as data scientist, data analyst & data engineer specialized in text-mining for big data patent analytics, on up to 250,000 patent documents at a time, for the purpose of patent monetization. ➤ Performed patent, technology, legal and business analyses, analytics, due diligence & management in support of major international licensing & business development initiatives, addressing over 5M patents WW, and achieving over 1.6B US$ in revenues. ➤ Provided financial, market, technology, legal and IP analyses in the form of valuation, portfolio characterization, product-patent mapping, claim-charting, patent/technology: sector mapping, comparison, theme & citation analysis, key inventor & assignee analysis; opportunity assessment such as financial analysis, market sizing & development projections, value chain assessment & development, industry/sector characterization, relative position analysis, ROI, royalty rate calculations, costs, as well as risk analysis encompassing litigation, prior art, or commercialization success & timing. ➤ Managed matrix team projects, programs, performed & prepared internal & external communications & presentations based on patent, technology, business & market analyses for very senior corporate audiences serving Fortune 500 clients, technology start-ups, financial and legal entities, including private/public research institutes. ➤ Led and managed operational support services, tools, data, and training, $500k-1M budget, personnel of 40+. Developed and provided research, project processes, quantitative and qualitative analysis and tools, as well as created products for business, technology and legal assessments for IP commercialization and management, focused on patents and their relation to value, opportunity and risk. Show less
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Perception Partners, Inc.
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United States
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Software Development
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1 - 100 Employee
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Senior Director of IP Research & Business Development (IP Consulting)
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Sep 2005 - May 2008
➤ Managed, developed and provided research, project processes, quantitative and qualitative analysis, screening and reviewing many 1000s IP documents over a 2-year period, covering 50+ projects, performing functions in and delivering products for due diligence, transactions and consulting, resulting in a 400% increase in output and tripling of revenues. ➤ Worked directly with CEO on strategic planning, business growth and operations. Acted as key decision maker in the hiring of team members. Trained personnel in all operational areas. Served as interface for existing clients as well as engagement manager for new clients, enabling 80% client retention and doubling of clients served. ➤ Developed methods and tools as well as generated products for business, technology and legal assessments for technology commercialization, transfer, development and management, focused on patent IP and its relation to value, opportunity, risk and timing, serving Fortune 500 clients, technology start-ups, financial, legal and academic entities, government agencies and private/public research institutes. Show less
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Emory University
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United States
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Higher Education
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700 & Above Employee
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Research Fellow
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Feb 1998 - Aug 2004
➤ Trained and worked as biophysicist & bio-organic chemist, NIH & NSF funded research, referenced internationally over 850 times, Nature published research. Collaborated with international team of researchers across multiple institutions and geographies. Trained and supervised lateral & junior research scientists in all aspects of modern wet-lab techniques and methods, as well as in all aspects of data generation, mining & analysis. ➤ Performed hypothesis-driven research in protein structure/function relationships in biochemistry & cell biology investigating processes in signal transduction implicated in human disease involving pathogens, degenerative diseases, cancer, immunology, wound healing and rational drug design, using advanced laboratory methods for protein biochemistry (e.g. radioactive enzyme assays), protein X-ray crystallography (e.g. cloning, expression & purification, heavy atom derivatives, synchrotron data collection), protein nuclear magnetic resonance (NMR) spectroscopy (e.g. isotopic labelling), and high-end computational data processing, analysis and modeling systems for macromolecular structure/function determination involving numerous statistical and data science techniques. Show less
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Education
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University of Pennsylvania
Bachelor of Arts - BA, Biology -
University of Pennsylvania
Bachelor of Arts - BA, Biochemistry -
Brandeis University
Doctor of Philosophy - PhD, Bio-Organic Chemistry -
Emory University - Goizueta Business School
MBA, Finance, Strategy -
Alexander von Humboldt, Mexico City
Abitur
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