Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Katina Stefanova | Founding Partner & CIO
Marto Capital

Katina Stefanova, Founding Partner & CIO, Marto Capital

Katina Stefanova served as a Senior Executive and Management Committee Advisor at Bridgewater Associates, a globally recognized investment manager and the largest hedge-fund in the world. Ms. Stefanova joined Bridgewater as a Senior Investment Associate in Account Management and trained in Dalio’s systematic macro-economic investment strategy until she was hand-picked by the Founder and CEO to lead Bridgewater’s business functions. Her leadership was instrumental in building out the fund’s critical infrastructure ranging from Client Service, Back and Middle Office, Recruiting to Information Technology.    In her most recent role, she was Senior Executive and Management Committee Advisor overseeing all post-trade departments including Operations, Back and Middle Office Technology, Fund Accounting, Tax, Compliance and Legal. She led the strategic transformation of the Back and Middle Office and established a tri-party operating model with BNYM and NT. In Fund Legal and Compliance, she prepared the organization for regulatory changes while optimizing the area for 30% efficiency.  

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Appearances coming up:

Day 2


@ 11.40
Americas Family Office Forum Roundtables

Empowering your trustee: institutional trustees vs. family members and ensuring positive relationships
Moderator: Preston Root, 5th gen President, Root Family Board of Directors (US)
 
 
 
How global events are impacting our investment decisions
Moderator: Shalin Madan , Managing Director, Strenta Investment Management (US)
 
 
How to deal source effectively as a family office: competing with PE firms, identifying your unique value proposition, and managing tactical resources
Moderator: David McCombie III,  Founder and President, McCombie Group (US)

How to minimize risk blind spots in portfolio management through manager selection, strategic business partnerships, and a disciplined due-diligence process

Moderator: Katina Stefanova, Former Senior Executive and Management Committee Advisor, Bridgewater Associates (US)

sponsors
Title Sponsor
Sun Life Financial International at Private Banking Latin America 2014
Cocktail Sponsor
Greenberg Traurig at Private Banking Latin America 2014
Gold Sponsor
Pershing at Private Banking Latin America 2014
Gold Sponsor
BNY Mellon Wealth Management at Private Banking Latin America 2014
Silver Sponsor
American Regional Center Group at Private Banking Latin America 2014
Silver Sponsor
LCR Capital Partners at Private Banking Latin America 2014
Silver Sponsor
Schroders at Private Banking Latin America 2014
Bronze Sponsor
Bancoldex at Private Banking Latin America 2014
Associate Sponsor
Lloyd Jones Capital at Private Banking Latin America 2014
Associate Sponsor
International Planning Group at Private Banking Latin America 2014
Other
Deep Data at Private Banking Latin America 2014
Exhibitor
Zonamerica S.A. at Private Banking Latin America 2014
Exhibitor
CircleBack Lending, Inc. at Private Banking Latin America 2014
co-located with
  • Americas Family Office Forum 2014