Jose Henrique Triques CNPI CPA

Partner at Mentore Investimentos - Necton/BTG Pactual @ Mentore Investimentos

About

• Professional with 22 years of experience in Finance, acquired in large companies in the aerospace, metallurgical, steel, mining, and real estate sectors, focused in recent years on Investor Relations. • Consolidated experience in IR Management, influencing the investment thesis of equity and debt investors. Representative of the company in national and international conferences with investors, coordination of the processes of IPO of the subsidiaries and debt reprofiling. • Experienced in executing business restructuring plans, aiming at increasing operational performance, implementation in reducing operating costs and negotiating with creditors. • The degree in Business Administration with a postgraduate degree in Finance combined with fluency in English and National Certification of Investment Professional complete my profile. • CFO (Chief Financial Officer) of the metallurgical industry, with revenues of approximately R$50 million/year. Execution of the business restructuring plan, with the objective of increasing operational performance, implementation in the reduction of operating costs and renegotiations. • Expertise as Buy Side Analyst - 6 years of experience in Mergers and Acquisitions and Project Finance in various sectors of the economy, especially Printing, Information Technology, Logistics and Finance. • Expertise as Sell Side Analyst (CNPI) – management of 4-6 analysts and definition of strategy in asset allocation. Analyst specialized in Railway and Road Concessions, Pulp and Paper, Steel, Mining, Energy, among others.

Country

Brazil

City

São Paulo

Industry

Financial Services

Skill

M&A analysis, Wealth Management Services, Investor Relations, Processo de venda, Due Diligence operacional, Preparação de relatórios, Avaliação de empresas, Avaliação de investimento, Valoração por fluxo de caixa descontado, Modelagem de avaliação, Oferta pública inicial (IPO), Estratégia, Gestão, Análise de negócios, Relações com a mídia, Liderança, Financiamento estruturado, Projeções, Gestão de ativos, Liderança de equipe

Experience

Partner at Mentore Investimentos - Necton/BTG Pactual

Mentore Investimentos

2024-7 - Present · 2 yrs 3 mos

São Paulo, São Paulo, Brazil

Investments - Wealth Management M&A - Merger & Acquisition Project Finance

Banker

XP Inc.

2023-10 - 2024-7 · 10 mos

São Paulo, Brazil

Wealth management

Head of Investor Relations

Embraer

2022-2 - 2023-6 · 1 yr 5 mos

São Paulo, Brasil

• Management of the area reporting to the IR board and financial vice president. • Built the communication strategy with the market with the vice president and directors. • Automated the tasks and goals of the team, with new process control via Project, Planner, Power BI, Ipreo and Capital IQ. • Reduced the expenses of the area through negotiation with suppliers. • I managed the activist shareholder. • I actively supported the ESG area, achieving a rating from BB to BBB in MSCI (Rating Agency).

Head of Investor Relations

HBR Realty

2021-6 - 2022-2 · 9 mos

São Paulo, Brasil

• Management of the IR area, reporting to the CFO and CEO. • Financial/Operational Management, accumulating the relationship with shareholders of the Multi Renda Urbana Real Estate Fund – HBRH111, with AuM of R$380 million.

Investor Relations

CSN - Companhia Siderúrgica Nacional

2017-7 - 2021-6 · 4 yrs

São Paulo, São Paulo

• Interim management of RI from Oct20 to Jun21, CSN Mineração's IPO period. • I was responsible for relationship with institutional investors (Sell &Buy Side). • Executed and/or coordinated all reports that are disclosed to the market (20-F, Reference Form, Governance Report, Integrated Report, Release, Presentations, etc.). • Supported the IR board in the preparation of Material Facts and Notices to the Market, as well as discussion with related areas. • I worked as a technical reference in corporate finance, accounting and valuation. • Coordinated with the treasury and lawyers the IPO of CSN Mineração S.A. and CSN Cimentos S.A.

Business Controller

Fundição Altivo S.A.

2014-1 - 2017-7 · 3 yrs 7 mos

Contagem Area, Brazil

- Corporate Restructuring and Turnaround Management. - Steel castings parts company with 150 employees and revenues close to R$50mi/year. - Responsible for accounting, tax and financial sectors. - Management of law offices (Corporate, HR, Tax).

Partner

MF Finanças Corporativas

2012-3 - 2013-12 · 1 yr 10 mos

Belo Horizonte Area, Brazil

- Corporate Restructuring and Turnaround Management. - M&A Transaction Advisory (Valuation, Teaser, Negotiation and Due Diligence).

M&A

Brisk Auditores

2010-6 - 2011-2 · 9 mos

- Consulting services for companies in fund raising and structure in debt transactions. Counseling services for project financing, including risk evaluation, financial modeling, commercial strategy, financial structure and planning. - Operating/ acting with M&A, in market research, Valuation, investors and/or business search, preparation of required documentation and strategic approach for buyers/ sellers.

M&A and Controller

Neo Inteligence

2009-6 - 2010-2 · 9 mos

- Consulting services for companies invested by Invest Tech funds (Budget, Projected Cash Flow, Managerial, Financial Strategy Analysis and orientation for the accounting of business transactions).

Sell-side Analyst

Socopa

2002-6 - 2009-6 · 7 yrs 1 mo

- Fundamentalist Analysis. - Financial Statements analysis for publicly held companies (BRGAAP, IFRS). - Underwriting Manager in Rouanet Law- superior to R$ 4 mi in three years. - Development of technical reports as support for the investors’ decision-making process (Markowitz Model). - Portfolio Management, Investment clubs and funds (+/- R$100 mi).