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 Edward AltmanMax L Heine Professor of Finance
NYU Stern School of Business
 Daniela KlingebielPrincipal Investment Officer
The World Bank Pension Fund
 Henrique de Campos MeirellesGovernor
Central Bank of Brazil
 Gina Sanchez Managing Director, Public Markets and Research
The California Endowment
 Juan Luis RiveraPartner
Moneda Asset Management
 Roland K. Staub President TS Trustee Suisse AG
 Joao Adamo Managing Director Vision Brazil Investments
 Luis Javier Echave Senior Vice President
Optimal Investment Services
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Meet our speakers
Managing Director,
Vision Brazil Investments
Joao Adamo Jr. - Mr. Adamo is a Managing Partner at Vision Brazil Investments. Mr. Adamo has an extensive background in banking sector. He previously worked with UBS group focusing in implementing and developing Wealth Management products platform in Brazil.
During his stay he also played an important role in the integration of Banco Pactual into UBS platform a deal of $3 billion. Prior he worked at Deutsche Bank from 1997 to 2003 as Head of Structured Products. During his period at Deutsche Bank he was appointed as the Country Head of Maxblue Investments - a start up initiative of Deutsche in Latin America. In 2001 Mr. Adamo sold 49% of Deutsche Bank’s stake to Banco do Brasil.
Prior to that Mr. Adamo spent 5 years at Banco Fenícia, a Brazilian Investment Bank, known as an innovative house in terms of Asset Backed Securitization in Brazil back in 1995. Mr. Adamo holds a MS in Philosophy from PUC-SP. Also he has a BA from Fundação Getúlio Vargas and a JD from University of São Paulo Law School.
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Max L. Heine Professor of Finance,
NYU Stern School of Business
Edward I. Altman is the Max L. Heine Professor of Finance at the Stern School of Business, New York University. He is the Director of Research in Credit and Debt Markets at the NYU Salomon Center for the Study of Financial Institutions. Prior to serving in his present position, Professor Altman chaired the Stern School's MBA Program for 12 years.
He has been a visiting Professor at the Hautes Etudes Commerciales and Universite de Paris-Dauphine in France, at the Pontificia Catolica Universidade in Rio de Janeiro, at the Australian Graduate School of Management in Sydney, Luigi Bocconi University in Milan and CEMFI in Madrid. Dr. Altman was named to the Max L. Heine endowed professorship at Stern in 1988.
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Managing Partner,
Convex Fund
Andres Azicri is the president and founder of Convex Management. Mr. Azicri is the CIO of the Convex Fund. Prior to founding Convex, Andres Azicri was a Managing Partner of Cima Investments and the senior portfolio manager of the Cima Aconcagua Fund, with over 20% average return during the period under his management (2000-2006).
He was also president of Safimar S.A. , a local mutual fund manager. Before joining Cima, Mr. Azicri was the head of Asset Management at MBA, prior to which he headed the Proprietary Desk for Latin America at Bankers Trust in New York (1997-1999) and the Emerging Markets Fixed Income Research Department at Oppenheimer & Co., in New York (1995-1997). He has more than fifteen years of experience in financial markets in Argentina and abroad.
Mr. Azicri is an economist from the University of Buenos Aires (1988), and has a Master in Economics from Instituto Di Tella (1991) and a Master of Science in Economics from the University of London (1992). He is currently a professor of finance at CEMA University and the University of Buenos Aires . He served as an external consultant for the Argentine gas regulator ENARGAS (2000), and for the Peruvian Pension Fund Regulator (1996).
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Head of Listings and Research ,
ETF Securities
Nik Bienkowski is responsible for listings and research for the ETF Securities group of companies. Nik has been working with Graham Tuckwell on Exchange Traded Commodities since their initial development in 2002.
Nik's previous experience includes working in the Macquarie Bank investment banking resources team in Canada, and in the actuarial-custody consulting team at Towers Perrin. Nik holds the CFA and B.A./B.Comm (Honours Finance) degrees from Melbourne University.
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Director, Economic Commission for Latin America & the Caribbean,
The United Nations ECLAC
Dr. Inés Bustillo is the Director of the Washington Office of the United Nations Economic Commission for Latin America and the Caribbean (ECLAC). She joined ECLAC in 1989 as Economic Affairs Officer working on a variety of areas ranging from macroeconomic analysis, international trade, and financial flows. In addition, she has been involved as coordinator of ECLAC’ s provision of technical support to the ongoing negotiations for a free trade area in the Western Hemisphere.
Prior to joining ECLAC, Dr. Bustillo was Professor of Economics at Universidad Anáhuac in Mexico where she taught international trade and finance and microeconomic theory. She was, as well, Visiting Faculty at The American University in Washington D.C.
Previous positions include consultant to the World Bank, the Center for Latin American and Monetary Studies (CEMLA), and Operadora de Bolsa in Mexico City.
She is the author of several articles and is a frequent lecturer on the Latin American economies at universities, think tanks, and other fora.
Dr. Bustillo holds a doctorate in Economics from The American University.
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President,
Cole Partners Asset Management
Brad Cole is President of Cole Asset Management, LLC and Cole Partners LLC, overseeing all investment, management, and strategic activities of the firms, based on his broad alternative investment experience. Brad's professional career spans more than 20 years in the derivatives industry and includes more than 10 years' experience developing and implementing successful marketing strategies for alternative investment managers.
Brad founded Cole Asset Management in 2002, building on his diverse experience in commodities and alternative asset management. Cole Asset Management offers investors active asset management in the commodities sector, managing a natural resources fund of funds that was named “Best of Breed” at the GAIM conference in November 2006.
Cole Partners, created in 1998, is a unique marketing and sales consultantcy specializing in alternative investments. In starting Cole Partners, Brad developed a targeted, niche, and opportunistic business strategy that leverages partnerships with respected investment managers.
Prior to founding Cole Partners in 1998, Brad served as the Vice President and Director of Sales and Marketing for Sjo, Incorporated, a Chicago-based alternative investment manager. Brad began his career at Goldman Sachs, where he was hired as part of their currency arbitrage group on the International Monetary Market (IMM). He applied this analytical foundation as Vice President at Dean Witter, where he managed the institutional currency futures and options desk.
Brad is a member of the Managed Futures Association (MFA), and the Alternative Investment Management Association (AIMA). Brad's research has appeared in a variety of industry publications and he is a frequent speaker at industry conferences and events. He is a registered member of the NASD and the NFA. Brad received a BA from the University of Illinois.
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Mr. Maurício da Rocha Wanderley, Chief Investment Officer,
Vale do Rio Doce Co. (Valia)
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Mr. Henrique de Campos Meirelles, Governor,
Central Bank of Brazil
Henrique de Campos Meirelles has been Governor of the Central Bank of Brazil since January 2003.
Prior to this position, he was President of BankBoston and FleetBoston’s Corporate and Global Bank. Mr. Meirelles joined the company in 1974 and became President and Regional Manager in Brazil in 1984. Mr. Meirelles was appointed President and COO of BankBoston Corporation in 1996. He was named President of FleetBoston’s Corporate and Global Bank in October 1999, following the merger of BankBoston and Fleet Financial Group. He was a member of the Board of Directors of BankBoston Corp, FleetBoston Financial, Raytheon Corporation, Bestfoods and Champion International.
Mr. Meirelles also participated in Advisory Boards of the Harvard Kennedy School of Government, Sloan School of Management of the Massachusetts Institute of Technology, Carroll School of Management of the Boston College and of the Board of Trustees of New England Conservatory of Music and of the Institute of Contemporary Arts of Boston.
Mr. Meirelles was elected a Congressman in Brazil in 2002.
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Managing Director,
Eton Park Capital Management
Dirk Donath joined Eton Park Capital Management as Managing Director, responsible for Eton Park’s private equity and illiquid investments in Emerging Markets. Eton Park is a global, multi-disciplinary investment fund that initiated activities in November 2004. With offices in New York and London, the firm has a capital base of over US$5.5 billion. Prior to joining Eton Park, Dirk was a Founding Partner and Managing Director of Pegasus Capital. Pegasus is a principal investment firm focused on distressed private equity, turnarounds and restructurings in Latin America. Before founding Pegasus, Dirk was a Partner of McKinsey & Company and was based out of the Mercosur Office in Buenos Aires.
Dirk was head of McKinsey’s Latin American Consumer Goods and Retail Practice and also a leader of the Latin American Corporate Finance and Strategy Practice. He originally joined McKinsey in 1988 and previously worked in the New York, London and Madrid offices.
Dirk is also the Founder and Creator of FarmaCity, the leading retail pharmacy chain in Argentina with over 78 outlets, revenues of $700 million and over 2,200 employees. At FarmaCity, Dirk was Chairman and served on the Board of Directors. Dirk is also on the Board of the Latin American Advisor of the Inter-American Dialogue.
Dirk graduated with honors from Yale University with a BA in Economics (with distinction) and studied international relations at Oxford University in England. He received an MBA degree from Harvard Business School.
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Chief Investment Officer,
INCA Investments LLC
Mr. Donayre is the Chief Investment Officer and founder of INCA Investments, LLC, a Latin American investment management firm based in Miami. INCA Investments has approximately US$300 million in assets under management in hedged and long-biased mandates. Before founding INCA Investments, Mr. Donayre was employed by Zephyr Management, L.P. from 1996 through 2003. At Zephyr he was the sole portfolio manager for the Zephyr Latin America Fund since its inception in 1997. Mr. Donayre continues to manage the investment strategy of the Zephyr Latin American Fund via INCA Management’s subadvisory role. From 1994 through 1996, Mr. Donayre was the Director of Research at Globalvest Management, which at the time was the largest Latin American specialty investment manager in the world. From 1988 through 1994 he was in charge of international and emerging market equity investments for the Investments Department of FPL Group.
Mr. Donayre is a native of Peru and has lived in South America, Mexico and the Caribbean. He is a Chartered Financial Analyst, a Certified Public Accountant and received his M.B.A. in International Business from the University of Florida. Mr. Donayre is a long-time student of the Latin American markets and has published a variety of articles on the subject including “Investing in Latin America: Good Idea, Bad Time?” in the Journal of Investments (Summer 1994) and “Latin America: History Repeats?” in Benefits and Pension Monitor (Summer 1995).
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Mr. Christopher Ecclestone, Strategist,
Hallgarten & Company LLC
Christopher Ecclestone is the equities strategist at Hallgarten & Company. Prior to that he was the head of research at a Supply-side thinktank in New Jersey which he had joined in 2001.
Before joining the thinktank, he was the head of research at the esteemed Argentine equity research house, Buenos Aires Trust Company, from 1991 until 2001. Prior to his arrival in Argentina, he worked in London beginning in 1985 as a corporate finance and equities analyst and as a freelance consultant on the restructuring of the securities industry. Earlier, he worked for the Federal and State governments in Australia.
He is a native of Melbourne, Australia. He graduated in 1981 from the Royal Melbourne Institute of Technology.
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Senior Vice President,
Optimal Investment Services
Mr. Echave is the head of business development for Optimal in Latin America and also a portfolio manager for the Optimal Latin America Fund. Mr. Echave joined Optimal’s New York office in 2006 from Banco Santander in Miami, where he held several trading and managerial roles, including portfolio management for the discretionary accounts of Santander Private Banking as well as asset allocation and manager selection responsibilities. Previously he worked for Banco Santander’s Products and Marketing area in Madrid with a focus in new product development. Mr. Echave holds a Master in Finance from C.U.N.E.F, and both a Bachelor Degree in Business Administration and a Bachelor Degree in Law from University of Comillas-ICADE.
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CFA, Assistant Treasurer,
ITT Coorporation
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Former Federal Reserve Economist; Chief Strategist, ,
Bulltick Capital Markets
A twenty-nine-year veteran of equity, foreign exchange, investment grade, high-yield and international markets, Dr. Gay is an accomplished public speaker whose views have been published in the Wall Street Journal, New York Times, Business Week and Fortune. He has also appeared on CNBC, CBS, CNN and other financial news networks as a featured guest.
At present, he is also Managing Partner of Fenwick Advisers LLC, a financial advisory firm that he founded in 2005 whose clients include global financial institutions, hedge funds and funds of hedge funds.
Prior to forming Fenwick Advisers, Dr. Gay was Global Strategist for Commerzbank Securities where he directed the research effort in several areas of market strategy, including interest rates, foreign exchange, credit and emerging markets. Dr. Gay also served as adviser on investment strategy for the bank’s Alternative Investment Strategies and participated in the selection of hedge fund managers.
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Managing Director,
Greenwich Alternative Investments
MARGARET W. GILBERT is Managing Director and Chief Marketing Officer of Greenwich Alternative Investments and is responsible for strategic product development, communications and global marketing. With over 20 years of executive management and private equity experience, including positions with GE Capital and IBM, Ms. Gilbert is an accomplished marketer and entrepreneur having founded, operated and sold a number of technology companies prior to joining Greenwich Alternative Investments in 2004. Ms. Gilbert earned a B.A. in mathematics from Texas A&M University.
Greenwich Alternative Investments (formerly Van Hedge Fund Advisors) is a leading hedge fund investment advisor and provider of global hedge fund indices, research and index-linked products and services to institutional investors worldwide. Founded in 1992, GAI was the first to perform large-scale research on the broad hedge fund universe and quickly became recognized as a pioneer in the field of alternative investments and the publisher of the Greenwich Global Hedge Fund Indices. Today, GAI manages on of the industry’s largest hedge fund platforms and continues to drive innovation in hedge fund investing.
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Head of Research,
Bulltick Capital Makets
Sergio Goldman is Head of Research at Bulltick Capital Markets, an investment bank and institutional securities company specializing in Latin America. In this position he is responsible for developing and promoting the company’s core research initiatives.
Prior to joining Bulltick Capital Markets, Sergio spent over 14 years at prestigious international and Brazilian financial institutions including Baring Securities, Bear Stearns, Santander and Unibanco, where he held managerial positions in the equity and fixed income research areas. His successful strategy in selling equity ideas to international investors led him to being ranked in the Institutional Investors Research survey from 1993 throughout 1997.
He holds a Bachelor of Science Degree in Electronic Engineering from the PUC in Rio de Janeiro, and a MBA from the Rio de Janeiro Federal University Business School. Further, he studied International Management at the NYU Stern School of Business.
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Portafolio Manager,
Compass Group LLC
Mr. Gomez Bridge is the Portfolio Manager of the Colombia Special Investments Fund. Prior to joining Compass Group Colombia, Mr.Gomez was the Head of the Research and Strategy of Porvenir in Colombia, the Pension Fund of Grupo Aval, Colombia`s largest financial conglomerate. While working for Porvenir, Mr.Gomez was appointed by Dinero, the premier business magazine in the country,
as the best analyst in Colombia`s financial sector. Before Porvenir, he was the Head of Research at Suvalor (Valores Bancolombia), Colombia.
Mr. Gómez Bridge holds an MSc Financial Economics from Oxford University – Saïd Business School, a MA in Finance from the ITESM – México and a BSc in Economics from EAFIT University - Colombia.
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Principal Investment Officer,
The World Bank Pension Fund
Ms. Klingebiel is a Principal Investment Officer for the World Bank’s Pension Fund where she is co-managing the USD 2.8 bn hedge fund assets across two portfolios. The portfolios are diversified across all hedge fund strategies and consist each of about 40 managers. Since joining the hedge fund team, she has strengthened the asset allocation, manager selection and risk management tools and has restructured the risk management processes. Previously, she was responsible for the international equity portfolio, the currency portfolio and the GTAA portfolio. In that capacity, she developed quantitative tools for manager selection and portfolio construction and developed a currency trading model for 11 developed market currencies that trades live.
Ms. Klingebiel has also worked in the World Bank’s Financial Sector Policy and Strategy, the Private Sector Development Department, and the Macroeconomics Department of the East Asia and Pacific Region. In that capacity, she has provided advice on financial sector issues including pensions to the governments of Brazil, Guinea, India, Indonesia, Malaysia, Mali, the Philippines, Poland, Russia, South Korea, Thailand and Vietnam.
She has published extensively in the areas of pension management, capital markets, financial crises, banking, enterprise and financial sector restructuring, and internationalization of financial services in leading professional and academic journals. Ms. Klingebiel joined the World Bank in 1995 as a member of the Young Professionals Program.
Ms. Klingebiel holds a Ph. D. and Master of Science in Economics and a Master of Arts in Political Science from the Albert-Ludwigs-University in Freiburg, Germany.
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Managing Director,
Opalesque
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Founding Partner,
Atlas Capital Management
Harry Krensky is a principal and founding partner of Atlas Capital Management. He is a Founder and the Managing Partner of Discovery Americas Capital Partners and Discovery Americas I (a Mexican private equity fund), and serves on the Boards of Volaris (an airline) and Umbral (a real estate company). He was a co-founder of Discovery Capital Management, LLC. Over the past 15 years, Mr. Krensky has managed hedge fund and private equity investments, and provided corporate finance and investment banking services in the emerging markets. Previously, Mr. Krensky was a Director and Senior Portfolio Manager at Deutsche Bank, where he founded and managed the DB New World Fund, an emerging markets hedge fund. Prior to this, he was a Director in the emerging markets group at Bear Stearns. Mr. Krensky has been an adjunct professor of international business at New York University's Business School. Mr. Krensky graduated with distinction from Colby College, holds a Master's degree from the London School of Economics and Political Science, and earned an MBA from the Columbia University Graduate School of Business.
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Chief Investment Officer,
Fama Investimentos
Mr. Levi graduated from Fundação Getulio Vargas (FGV-SP ) with a Bachelors Degree in Business Administration and Finance. After working for
Procter & Gamble Brazil for 2 years, he co-found FAMA Investimentos in 1993 and is responsible for political and economic analysis and portfolio
management.
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Director of Global Platforms,
Paulson & Co.
Claudio Macchetto is the Director of Global Platforms for Paulson & Co., a New York based hedge fund management company, managing over $32B in assets across three fund families, the merger funds, the event driven funds and the credit opportunities funds.
Mr. Macchetto was previously the Product Manager for HedgeForum, Citigroup Alternative Investments’ (“CAI”) third party single manager hedge fund platform. Prior to creating HedgeForum, Mr. Macchetto was Chief Financial Officer of CAI’s Funds of Hedge Funds business and had relationship management responsibilities related to several of the group’s institutional investors with managed accounts. Mr. Macchetto moved into the CFO role after working as Head of Business Development for CAI.
Mr. Macchetto joined CAI after working as Vice President in Citigroup’s Corporate Development team, where he worked on furthering Citigroup’s cross-marketing activities, providing competitor analysis for Citigroup’s executive team, and analyzing several potential acquisitions for Citigroup. Prior to this, Mr. Macchetto was First Vice President, Strategic Planning, Salomon Smith Barney, and Senior Associate with Booz Allen & Hamilton’s financial services consulting practice.
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Managing Partner,
Quest Investimentos
- Managing Partner responsible for Investor Relations and Distribution
- Former CEO at Trend Bank
- Formerly responsible for Equity Sales and Distribution at Banco Garantia and Credit Suisse
- Trader at Banco Safra’s Equity Trading Desk
- BA degree in Economics - Pontifícia Universidade Católica (RJ)
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Chief Investment Officer,
Petros
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Partner and Head of Research,
The Rohatyn Group (TRG Research)
Jorge Mariscal serves as Director of Investment Research. He has over 18 years of
experience in international financial markets, with 15 years specifically dedicated to
emerging markets. His expertise is in core research and portfolio strategy.
Mr. Mariscal has served in senior positions on Wall Street with extensive experience in building and managing top-ranked research teams and advising emerging markets portfolio managers.
Prior to joining the Investment Manager, Mr. Mariscal was a Managing Director at
Goldman Sachs in charge of coordinating the firm's global emerging markets research
product and portfolio strategy for Latin American equities.
From 1992 to 2001, he and his team were frequently named to the prestigious “Institutional Investor Latin American Research Team" as well as other similar polls. While at Goldman Sachs, he also founded and directed the Latin America Equity Research Group, which grew to a peak of 33 professionals from seven different countries, providing research on Latin American equities.
Mr. Mariscal was born and raised in Mexico City. He earned a Bachelor of Arts in
Economics from The Universidad Autonoma Metropolitana and holds a Ph.D. in
Economics and International Finance from New York University.
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Head of Latin America Practice,
Harney Westwood & Riegels
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Head of Sales & Marketing,
ETF Securities
Hector McNeil is responsible for sales and marketing for the ETF Securities group of companies. Hector started his career at the London Stock Exchange after completing his studies at the University of Hull. Hector left the LSE to study full time for an MBA at Warwick Business School. He then had a short stint at BZW before moving to Morgan Stanley for five years. From Morgan Stanley, Hector moved to become Chief Operating Officer at Jiway, the Exchange joint venture between Morgan Stanley and OM Gruppen. After Jiway, Hector spent time at Nomura, and then was Head of Business Development at Susquehanna International Securities, setting up a highly successful market making and liquidity provision business which included ETF, stock future and equity market making.
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Chairman Emeritus,
Uruguayan American Chamber of Commerce
As well as acting as Chairman Emeritus of the Uruguayan American Chamber of Commerce in the United States, David Michaels is a Principal of Capper Associates, the New York based communications/PR company, and Vice President of the Foreign Press Association. Born and educated in England, he has over thirty-five years of experience as an advisor to corporations, governmental entities, and political leaders on matters associated with business, economic and political restructuring; strategic problem resolution; and the related financial and economic negotiations. He has also advised law enforcement entities and litigation professionals on matters involving fraud, corruption, and illegal international transactions.
Mr. Michaels acts as a personal advisor and mentor to Chairman, Presidents, and CEO's of international entities. With a divergent problem solving capability and ability to synthesize highly complex issues into workable solutions, he has spearheaded dynamic and critical innovation in business and economic development.
He is the creator of a number of financial programs for restructuring and expansion utilizing sovereign debt instruments, blocked currencies, trade and investment incentives. Notably, he is credited with anticipating the concepts behind the Brady Plan and the Enterprise for the Americas programs launched by the (elder) Bush Administration.
Mr. Michaels' activities in the MERCOSUR region, the South American common market, includes representing and advising U.S. and European corporations and Government entities on their negotiations with the public and private sectors, and he acts as a conduit for multinational corporations seeking access to "Southern Cone" markets.
Mr. Michaels contributes to the policy and strategic planning debates through commentaries and publications on strategic business, economic and political issues. He was recently elected the Vice President of the Foreign Press Association. Founded in 1918, the Foreign Press Association represents more than 400 members from 50 different countries.
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Global Head of Sales,
Bloomberg Tradebook
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Chief Investment Officer,
Banchile Inversiones
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Mr. Ostrolencki is the founder and Chief Investment Officer of EVN Advisors. The firm manages the EVN EMAR Fund, a multistrategy, LatAm focused fund. Prior to establishing EVN Advisors Mr. Ostrolencki had a stint at Citigroup Private Bank, with responsibilities for asset allocation and risk management of a USD 3 billion global securities portfolio.
Early on he joined Columbus Advisors, a Greenwich, CT based emerging markets hedge fund focusing on fixed income strategies. Mr. Ostrolencki held proprietary trading responsibilities at WestLB, Credit Suisse and Deutsche Morgan Grenfell, overseeing emerging markets fixed income and currency positions in excess of 500MM.
He began his career in 1989 at Banque Nationale de Paris, New York, pioneering the trading of Latin American local securities and their derivatives. Mr. Ostrolencki holds an Industrial Engineering degree from Universidad de Buenos Aires and a MBA from the Fuqua School of Business at Duke University.
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Equity & Alternative Investments Director,
Unibanco Asset Management
Ronaldo holds a bachelor’s degree in Business Administration from Fundação Getúlio Vargas (FGV) and a MBA in Finance from New York University’s Stern School of Business. Patah has been at Unibanco for 18 years, having helped set up the investment culture and trained a major part of the company’s team. Prior to managing the equity and hedge funds area, he managed investment funds and portfolios, encompassing all type of assets and markets in Brazil.
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Jair Ribeiro Pereira Filho, International Relations,
Electros
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Partner,
Moneda Asset Management
Mr. Rivera joined Moneda in 2006, as a partner, launching and managing Moneda Absolute Return strategy (onshore Chile US$192m, offshore Cayman US$67m). This strategy seeks to generate superior risk adjusted returns with capital protection through a multi strategy approach with a Latin American focus. Strategies include: equity long-short, credit and distressed investing. Moneda Asset Management is a research-driven, bottom up asset manager with over USD 2.0 bn in AUM. The firm was founded in 1993 and is management owned.
Prior to joining Moneda (1996-1998 & 2000-2006), he worked at Bancard, a Chilean investment company, assuming as CEO from 1997 under Mr. Rivera’s management, Bancard’s investment portfolio grew from us$ 250 million to us$ 1,300 million, investing in financial securities such as equities, derivatives, corporate bonds, distressed debt, syndicated loans, commodities, etc mainly from Latin American companies and U.S. companies. He also led several private equity processes, acquiring companies such as Chilevisión, Constructora Aconcagua, Chile.com web portal, etc.
Mr. Rivera holds a Master of Business Administration degree from Harvard Business School, and a business administration degree from the Pontificia Universidad Católica de Chile. He also acts as part time professor in that University dictating finance courses.
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Founder & Chief Investment Officer,
BER Capital
Founder and CEO of BER Capital. Mr.Rocha has an extensive background in derivative markets and private equity investments. He holds an International Business MBA from Thunderbird - The American Graduate School of International Management, Arizona, and a Business Management degree from FAAP - Fundação Armando Álvares Penteado, São Paulo.
He has served in various corporate Boards of Directors, and he is currently a member of the new products committee, and asset management committee of ANDIMA – National Association of Securities Dealers in Brazil.
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Former Chairman,
Virginia Retirement System
Al Samper is the immediate past Chairman of the Board of Trustee of the Virginia Retirement System and former Chairman of the Board of the Virginia College Building Authority. He also serves on the advisory board of the Mid-Atlantic Hedge Fund Association.
Al was Director of Public Sector Marketing at Wachovia Securities. Before that he served as Assistant State Treasurer, Virginia Department of the Treasury. He earned his BS in economics from Virginia Tech in 1975 and his MBA in finance from Virginia Tech in 1978. He is a 1990 graduate of the Virginia Executive Institute, and the Wharton Pension Fund and Investment Management Institute.
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Managing Director,
The California Endowment
Ms. Sanchez is Managing Director of Public Investments for the foundation at The California Endowment in Los Angeles, CA. She is responsible for overseeing and making recommendations regarding the 30+ outside managers in global public equity, fixed income, and absolute return strategies. Before coming to The California Endowment in July 2006, Ms. Sanchez was a portfolio manager and strategist for 8 years at American Century Investment Management in Mountain View, CA. At American Century she was the Co-Lead Manager for $6 billion in assets in the Strategic Asset Allocation Funds, Life-Style, Age-Based and 529 College Savings Fund of Funds. She recommended the overall asset allocation and implemented overlay strategies for the fund. Prior to American Century, she was an investment analyst in JP Morgan Emerging Markets Research Department in New York City covering the local currency debt for Mexico, Eastern Europe and Asia. Ms. Sanchez is a regular Market Maven for CNBC’s Power Lunch as well as a regular guest on Bloomberg TV and Radio. She is frequently quoted in Barron’s, Bloomberg, The New York Times, the Wall Street Journal, etc. She received her A.B. in economics from the Harvard University and an MS in international economic policy from Stanford University.
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Former United States Executive Director of the Inter-American Development Bank; Chairman & CEO, iMallsGlobal, Inc,
iMallsGlobal, Inc.
The Hon. Ronald Scheman is currently Chairman and CEO of iMallsGlobal, Inc. Mr. Scheman has been involved in inter-American affairs and has held various positions in finance, law and academics for over 40 years. He had been the U.S. Executive Director of the Inter-American Development Bank (IDB) from 1993-1998 and from 2000-2004 he was Director General of the Inter-American Agency for Cooperation and Development (IACD), established by the Organization of American States (OAS) to manage inter-American technical cooperation and training efforts.
In the private sector, most recently he was Senior Advisor to Kissinger McLarty Associates in Washington, D.C. Mr. Scheman was Chair of the International Finance Practice of the law firm, Greenberg Traurig (1998-2000). Previously he was senior partner in the firm of Heller, Rosenblatt & Scheman. He has served as advisor to numerous governments and corporations as president of Porter International Company between 1970-1975.
He is the author of numerous Journal and op-ed articles on Latin American issues as well as four books including Greater America (NYU, 2003), The Inter-American Dilemma (Praeger, 1989)
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Mr. Gregory A. Schnitzler, Chairman of the Investment Committee,
Richmond Retirement System
- Managing Partner and co-founder of Ascential Equity LLC. a start-up hedge fund focusing on small community banks.
- 1982-2006 Director of Cash Management and Investments, Commonwealth of Virginia, Department of the Treasury, responsible for an operating fund portfolio exceeding $14 billion.
- Trustee, City of Richmond Retirement System (RRS) and Chairman until April 2006.
- Member, Investment Committee RRS. (530 million public pension fund.)
- Member, Investment Committee, Virginia 529 College Savings Plan ($2 billion + college savings program) Largest such program in the U.S.
- Adjunct Professor of Finance, Virginia Commonwealth University at undergraduate and graduate level.
- Investment Counselor, individuals and foundations.
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Founding Partner,
Cygnus Asset Management
- De 1999 a 2001, fue Vicepresident de Khronos LLC, una gestora de inversión alternativa basada en Nueva York, que actualmente gestiona más de $3bln. Sus principales responsabilidades fueron: evaluación de las oportunidades de inversión para los distintos vehículos de la gestora, evaluación de las estructuras legales y negociación de los acuerdos de las líneas de crédito.
- De 1996-1998, trabajó como AVP de Proyectos Estratégicos para el Grupo CARHCO, la empresa que hoy es WalMart-Centroamérica.
- De 1991-1995, trabajó en el equipo de Mercados Emergentes dentro de la división de Renta Fija del BSN Madrid. Principales actividades: Ventas, trading (mercados primarios y secundarios) y sindicación.
- Certificada por el ISMA en Zurich
- MBA de INSEAD en Fontainebleau, Francia.
- B.Sc. en Economics del Wharton School of Business de la University of Pennsylvania
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President,
TS Trustee Suisse AG
Roland Staub is the joint founder of TS Holdings Overseas Corp. and is Managing Director of its three Swiss subsidiary companies: TS Trust GmbH (since April 2003), TS Trustee Suisse AG (since November 2003), and FS Finance Suisse GmbH (since August 2005). In all three companies Mr. Staub structures and selects investments for clients, taking into account tax, estate planning and asset protection aspects specific to each client and investment.
Prior to this, Mr Staub worked at Schroder & Co Bank AG where he was a Director from April 2001 to October 2002. At Schroders he was responsible for the development and creation of the bank’s Family Office, including the development and selection of financial products for larger bank clients.
Prior to this, from February 1998 to March 2001, Mr Staub worked at Citco (Suisse) S.A., there he was a Senior Officer and Member of Supervisory Board of Directors. At Citco he was responsible for corporate and private clients of the firm, in particular the handling of client structures. Mr Staub is a Trust and Estate Practitioner, he also has a Law Degree from the University of Zurich and has been admitted as a lawyer to all courts of Switzerland.
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Chairman & CEO,
Family Office Bankshares, Inc.
Mr. Suarez is Chairman & CEO (designate) of Family Office Bankshares, Inc. (In Organization), a South Florida-based bank holding company in the formation stage. The proposed Federal Reserve Bank regulated bank holding company will have three major business units; a national thrift chartered bank, a multi-family office wealth management group, and a mortgage-banking unit. With a total projected capital of $50-100 million, the group expects to open locations in Palm Beach, Coral Gables, Atlanta, and New York while expanding to other cities with high wealth concentrations.
Mr. Suarez was the founder and former Chairman & CEO of Midtown Bank & Trust Company, from its inception in August 2002 through May 2004. Mr. Suarez began his banking career in 1983 with First American Bank in Atlanta, Georgia. Mr. Suarez helped form and became the Manager of the bank’s Private Banking Group. From 1987 until 1992, Mr. Suarez worked with Buckhead Bank (which merged with Chattahoochee Bank) in the Midtown Atlanta market as Vice President and Manager of the bank’s second largest corporate office, which was known as the Midtown Banking House. During 1992 and 1993, he also served as President of The Ayoub Group, Inc., a small merchant bank owned by a former CFO of the Coca Cola Company.
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Director of Investments,
Safdié Private Banking
Mr. Vieira is Director of Asset Management and Head of Fund Advisory Services of Safdié Group in Brazil. He began his career in 1992, as a fixed income sales & trading associate at FAMA DTVM. In 1997, he joined PEBB Bank, one of the primary dealers of the Brazilian Central Bank. In 2002, he was hired by GPS - Global Portfolio Strategists, the biggest multi-family office in Brazil. There, he was responsible for the on-shore asset allocation and products.
Mr. Vieira left GPS and joined the Safdié Group in December, 2005. He holds a BA in business administration and post-graduate degree in finance from Catholic University of Rio de Janeiro (PUC-RJ). He undertook an MBA program at Thunderbird, The Garvin School of International Management in Phoenix, AZ.
Mr. Vieira is member of Beta Gamma Sigma, Phi Sigma Iota and Pi Sigma Alpha honor societies.
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Mr. Marcelo Villela de Araújo, CFA, Chief Investment Officer,
Quest Investimentos
Mr. Villela worked as external debt trader at Banco Tendência, Banco Matrix and Banco Exprinter from 1991 to 1995. He also worked for three years as director of the international treasury department at Banco Boavista/Inter-Atlântico (1995/1998) and for two years as Head of the Emerging Markets and G7 treasury desk at Banco BBA Creditanstalt (1998/2000). Mr. Araujo joined Quest as Portfolio Manager responsible for Fixed Income Strategies in December 2003 and became Partner and Director of Quest Investimentos Ltda. in January 2005, becoming Chief Investment Officer and responsible for the Global Macro Strategy portfolio management. He holds a BA in Electrical Engineering at Catholic University in Rio de Janeiro (PUC-RJ), a MS in Management at University of São Paulo (USP) and is a CFA Charter holder.
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