THE PRIVATE OFFICE OF ALEX TRUEBA
INDEPENDENT STRATEGIC COUNSEL · CAPITAL MARKETS & FAMILY WEALTH
Term sheets reflect financials. Financials reflect decisions. Decisions reflect choices. Are you sure unseen biases aren't dictating your deal terms?
Long before you sit across the table, institutional investors and private banks read your financial numbers to assess your choices. I help family offices, owners, and corporate principals stress-test consequential decisions, capital structures, and term sheets from the other side of the table.
$3B+ Capital Placed
Public & private debt and equity transactions across the Americas.
25 Years Institutional
Regional Coverage Head & Executive Director across J.P. Morgan, TD Securities, Nomura, Wells Fargo.
15 Regional Markets
Deep cross-border execution across Latin America, the US, and Canada.
Trilingual & Independent
Operating in English, Spanish, and Portuguese with zero products to sell.
THE SUBSTACK PUBLICATION
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These might be the most fundamental concepts in finance and are foundational for capital markets.
Dual Citizen (Mexico / Spain)
Trilingual (EN / ES / PT)
Financial Advisor to AMHPAC
Speaker at BIVA, CMFS, & GreenTech
THE INDEPENDENT PERSPECTIVE
Alex Trueba
I spent 25 years inside institutional trading rooms, structured finance desks, and capital markets divisions at J.P. Morgan, TD Securities, Nomura, and Wells Fargo.
Throughout that time, whether originating first-of-their-kind ESG bonds, managing trading franchises across 15 countries, or structuring cross-currency derivatives, I noticed a consistent truth: the most consequential financial mistakes are rarely technical. They are behavioral. Leaders make decisions based on unexamined assumptions, and banks read those choices long before negotiations start.
HarvCrest is my private advisory office. Today, I do not represent a bank, push a proprietary fund, or distribute financial products. I act solely as an independent, institutional sparring partner for family offices, founders, and leaders who value unvarnished truth before signing their next term sheet.