Marcin Szmakfefer

Investment Director at Polski Fundusz Rozwoju S.A. (PFR)

Marcin Szmakfefer, CFA has over 20 years of work experience in the finance industry. Marcin currently serves as an Investment Director at Polski Fundusz Rozwoju S.A., where they focus on structured debt, mezzanine, and equity investments. Their main responsibility is overseeing a large corporate lending program that was established in response to the COVID-19 pandemic.

Prior to their current role, Marcin worked at UniCredit CAIB/Pekao Investment Banking for 12 years. During their tenure, they held various positions including Managing Director, Director, and Deputy Director. Their responsibilities at UniCredit CAIB/Pekao included providing advisory services for ECM, M&A, and structured financing transactions. Marcin was involved in all aspects of these transactions, including acquisition, documentation, process coordination, and execution. Marcin had a general focus on both industry and financial institutions.

Before joining UniCredit CAIB/Pekao, Marcin worked at EBRD for 8 years. Marcin held roles as Principal Banker, Associate Banker, and Analyst. At EBRD, Marcin's focus was on principal equity investment, mezzanine, and senior debt lending. Marcin primarily worked with a range of industries, including financial institutions, fund-of-funds, and general industry and services. Marcin played a key role in the investment/loan approval process, which included due diligence, process coordination, valuation/business case review, analysis, documentation, and negotiations.

Marcin's career in finance began at CA IB Securities, where they worked as an Associate Banker and Analyst for 2.5 years. Marcin gained valuable experience in these positions before moving on to more senior roles in the industry.

Overall, Marcin Szmakfefer, CFA has a diverse and extensive background in finance, with a strong focus on structured debt, mezzanine, and equity investments. Marcin has proven expertise in transaction advisory, process coordination, due diligence, valuation, business case review, and negotiation.

Marcin Szmakfefer, CFA holds a Master's degree in Banking and Finance from SGH Warsaw School of Economics, which they obtained from 1992 to 1996. Prior to that, they attended the High School at the Russian Embassy in Beijing, China from 1990 to 1992, although the degree name and field of study are not specified. In addition to their formal education, they have obtained various certifications related to programming, data analysis, and Excel from LinkedIn. Some of these certifications include "Advanced Python: Working With Data," "R for Data Science: Analysis and Visualization," "Python Project: Build a Quiz Application," and "Excel 2013: Shortcuts," among others.

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  • Investment Director

    June, 2020 - present