Lucas Vergara, CFA

Private Credit at Summit Ridge Capital Partners
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, Brazil, BR
Languages
  • Portuguese Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
  • French Elementary proficiency
Skills

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Experience

  • Summit Ridge Capital Partners
    • Cayman Islands
    • Investment Management
    • 1 - 100 Employee
    • Private Credit
      • Apr 2023 - Present

      Private Credit and Capital Solutions in Latin America. Focused on Brazil Research and Origination. Private Credit and Capital Solutions in Latin America. Focused on Brazil Research and Origination.

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Aug 2022 - Apr 2023

      Debt Capital Markets and Structured Finance. Debt Capital Markets and Structured Finance.

  • Moneda Asset Management
    • Chile
    • Financial Services
    • 200 - 300 Employee
    • Associate
      • Jan 2020 - Aug 2022

      Credit. High Yield/Special Situations and Investment Grade.Focused on major distressed and illiquid debt cases across industries in Latin America, including in and out-of-court financial restructuring processes.

    • Investment Analyst
      • Mar 2018 - Jan 2020

      Equity and Credit. In charge of Oil Drillers/FPSOs, Metals and Mining, Pulp and Paper, Construction Materials and Petrochemicals coverages in Latin America.

  • Lazard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Analyst
      • May 2016 - Sep 2017

      M&A and financial restructuring. M&A and financial restructuring.

  • BTG Pactual
    • Brazil
    • Financial Services
    • 700 & Above Employee
    • Operations Analyst
      • Dec 2015 - May 2016

      Offshore and distressed credit portfolios controlling.

    • Trainee
      • Jan 2015 - Dec 2015

      1st Rotation (Jan15 - Apr15): Credit Operations.2nd Rotation (May15 - Aug15): Structured Funds.3rd Rotation (Sep15 - Dec15): Enterprise Data Management.

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Equities Intern
      • Mar 2014 - Aug 2014

      Equity trading for Private Banking and Asset Management funds. Equity trading for Private Banking and Asset Management funds.

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Credit Intern
      • Jul 2012 - Jul 2013

      Corporate bonds analysis for Private Banking portfolios and Asset Management funds. Corporate bonds analysis for Private Banking portfolios and Asset Management funds.

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Credit Intern
      • Aug 2011 - Jul 2012

      Financial institutions coverage. Financial institutions coverage.

Education

  • Universidade de São Paulo
    Bachelor's Degree, Economics
    2010 - 2014
  • CFA Institute
    Chartered Financial Analyst
    2018 - 2018
  • KEDGE Business School
    International Exchange Program (in partnership with FEA-USP), Business and Finance
    2013 - 2013

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