A Boutique Asset Manager
Offering Unparalleled
Secured Private Credit Strategies
in Mexico
Who we are
A highly qualified team of seasoned professionals in Mexico
Combined 100+ years of Credit experience in Commercial, Corporate & Investment Banking, and Asset Management
Our investment platform grants investors Access to Superior Secured Private Credit Opportunities
Why Private Credit
Superior Asset Class
Secured, with contractual exit venues, alternative collection sources
Optimal risk-adjusted returns
Resilient across cycles, low volatility
Low Credit Penetration
Significantly low credit penetration in MX, particularly in SMEs, lowest among OECD countries
Traditional bank & bond financing focused on top tier names
Positive macroeconomic background boosted by nearshoring dynamics creates significant investment opportunities
Institutional Investor Appetite
Exponential growth of Institutional AUM with significant sub-investment allocation in in Alternative Asset classes
Co-investment opportunities with local Institutional Investors actively seeking private credit opportunities
Lack of Alternatives
Scarcity of alternatives in this asset class
Calíope deploys the highest profile, senior, experienced and motivated management team with track record, origination, relationships and structuring skills
We provide private credit solutions as a defensive investment strategy
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Strong focus on risk management, controls, investments governance and conflict management & mitigants, and hands-on, continued supervision of investments
Our approach focuses on tailored-made solutions structuring our investments as “close to the asset” or cash flows as possible
Sophisticated Credit Analysis process, with high hurdles for each investment, further complemented with a robust independent investment committee
Partners are knowledgeable, experienced, highly recognized in the Mexican Financial System, boasting a vast network of advisors, investment boutiques, trade associations, alternative investment managers and legal firms
Management Partners
Unparalleled Experience & Track-Record within the Private Credit Sector
Francisco Hernandez Lozano
+ 33 years of experience in Corporate and Investment Banking
Past experience:
▪CEO of Dimex Capital.
▪Deputy CEO of Commercial Banking at Banco Santander México
▪Several leadership positions in other leading financial institutions (Banorte, BBVA).
▪Currently a Board Member at Dimex Capital, Finastrategy, and Abankgard.
▪He holds an MBA from Universidad de Monterrey and a BS degree in Business Administration from Universidad Intercontinental.
Jose Antonio
Alonso Mendivil
+35 years of experience in Commercial and Private Banking & Asset Management
Javier
Orozco Garza
+ 35 years of experience in Asset Management, Corporate and Investment Banking
Past experience:
▪ CEO & Country Manager, BNP Paribas Mexico
▪Several senior managing roles at leading institutions (Deutsche Bank, Merrill Lynch, Standard Bank, BBVA)
▪Francisco holds an MBA from Duke University and BS in Industrial Engineering from Universidad Anahuac
Past Experience:
▪Head of Alternative Funds at Santander Asset Management Mexico
▪Former Fund Manager and Key Man of a Private Debt Fund worth ⁓$180mm
▪Various senior positions at Deutsche Bank, Citi Banamex, GE Capital, BBVA and Bank of America.
▪Javier holds an BS degree in Industrial Engineering from Universidad Anahuac
CONTACT US
For inquiries, please provide us with some information so we may reach you:
Av. Santa Fe # 94, Torre A, Piso 8, Delegación Álvaro Obregón, Ciudad de México, CP 01210
