Richardo Williams

• Lead the investment research function for Barita and the Cornerstone Group covering investment recommendations on local and global equities and fixed income, and macroeconomic strategy
• Collaborated with portfolio managers to optimize target investment returns for all unit trusts products
• Lead due diligence and investment process for Barita's regional principal investments of over US$15 million
• Conceptualized, implemented and chaired Barita's Tactical Asset Allocation Committee to optimize both strategic and tactical asset allocation for proprietary assets, collective investment schemes, and the Pension Fund
• Contribute to the Group's investment decisions as a member of Barita's management investment committee (MIC) and the Cornerstone Group Investment Committee with specific responsibility for macroeconomic updates and actionable investment recommendations
• Provide leadership of the research team in the underwriting process for investment banking deals that span several deal types including direct loans, corporate bonds, private equity, and public equity transactions
• Develop and cultivate strategic international relationships to enhance Barita's investment strategy capabilities
• Provide support to the parent company, Cornerstone, on an ad hoc basis for special projects including the evaluation of M&A targets, due diligence on principal investments, with a combined value of over US$800 million
• Acted as team lead for the investments function in the absence of the deputy CEO
• Coaching and mentoring 5 member investment research and strategy team

• Lead the design and co-ordination of content for the investment research product of Barita Investments Limited
• Support the Sales Team in client conversations to deliver a superior customer experience to institutional and high net worth clients
• Overseeing and conducting global macroeconomic and financial market research in support of the company's investment decision making process
• Leading the generation of investment recommendations across sovereign and corporate credit, local and international equities and alternative asset classes
• Aiding portfolio managers with the conceptualization of investment strategies to guide the management of the various portfolios under Barita's purview
• Collaborating with the marketing team to optimize the delivery of the Company's research product through various traditional and nontraditional channels
• Providing analytical support to Barita's Investment banking business and other strategic business units
• Mentoring and coaching direct reports

Responsibilities:

• Researched and wrote all local and international economic outlooks to guide the Fund's strategic asset allocation strategy
• Provided analytical research support to Sandals Resorts International in assessing economic market conditions and industry outlook
• Developed internal research guidelines and best practices to guide equity and fixed income analyses
• Lead the research, valuation and documentation of all the Fund's fixed income, private equity and public equity investments
• Provided economic advice/support to other companies within the ATL Group of companies
• Provided guidance and support to junior analysts on the Investments Team

• Provided financial analysis and valuation of stocks on the Jamaican Stock Exchange to inform both clients' and NCB's Subsidiaries' investment decisions
• Researched and wrote in-depth reports on Latin American and Caribbean sovereigns and corporates to inform clients' fixed income investments
• Provided research, investment insights and support to all subsidiaries of the NCB Financial Group
• Liaise with international investment partners to source assets for securitization and other structured products
• Lead the origination, structuring and management of a US$10mn regional leveraged note issued out of NCB Capital Markets (Cayman)
• Support the sales team on client consultations and development of investment proposals
• Researched and published articles in the business press to enhance the brand image of NCB Capital Markets

• Managed the relationships and experience of NCB Capital Market's institutional clients in the provisioning of wealth management solutions
• Grew NCBCM's asset under management and revenues through strategic sales initiatives targeted at institutional investors
• Developed, build and grow relationships between institutional investors and NCBCM
• Leverage equities and fixed income research to create sales opportunities
• Copped third place award in NCB's Diamond Club (2016) (3rd place in overall sales in NCB Capital Markets)

• Tracked tourism industry performance and impact on local economy
• Lead the research and development of concept papers and models for the design of the Jamaica Tourism Workers' Pension Scheme
• Provided high level advice to the Ministry on strategies for improving the economic performance of the tourism and entertainment industry
• Provided analytical support on the privatization initiatives for the Bath and Milk River Mineral Baths
• Provided technical support to the Tourism Linkages Project that is aimed at increasing economic transactions among local tourism, manufacturing and agricultural sectors

• Guide the BCJ's workstream to that researched and estimated the economic contribution of the electronic communications industry to the Jamaican economy
• Conducted financial analysis of subscriber television companies for licensing purposes
• Provided insights to the BCJ on media consumption habits among Jamaicans through statistical analyses on national surveys and other data
• Advised the Commission on ad-hoc issues pertaining to the economic regulation of subscriber television and broadcasting in Jamaica
• Chairman of the Commission's Procurement Committee

• Conducted economic and statistical analyses for research projects in the Mona ICT Policy Centre
• Developed research instruments and procedures to collect data through national surveys, including the first national survey on ICT access and use in Jamaica
• Contributed to successful research proposals that were funded by donors such as the International Development Research Centre (IDRC) Canada.
• Provided analytical support to the Director on all book chapters, journal articles and reports published by the Centre.