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Alan Parisse

Financial Advisor, author and speaker

Lecturer and advisor with over 20 years of experience on leadership, sales and organizational change subjects.

Parisse, who started working as a garbage collector and became a successful Wall Street executive, is the first person from the financial and investment industry to be included in the Hall of Fame of the National Speakers Association of the United States.

He has served as visiting professor at business schools of prestigious universities including Stanford, Berkeley, UCLA and Pennsylvania.

He is an author of numerous books and articles, including his co-authorship of the successful book "Questions Great Financial Advisors Ask and Investors Need to Know."

 
 

 
 
 
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Brendan Dolan

Global Sales Director, Old Mutual International

Brendan is responsible for the development and expansion of Old Mutual International’s core markets in Hong Kong, Singapore, Europe, Latin America, and the Middle East and Africa.

He has been with the company for over 25 years, the last 10 years have been spent in Dubai, heading up the Middle East and Africa region.

Brendan has over 33 years’ experience in Financial Services, and has developed considerable knowledge of the international industry during this period.

Qualifications: BSc (Hons), Associate of the Chartered Insurance Institute (ACII), Associate of the Securities Institute (ASI), Investment Management Certificate (IMC), Financial Planning Certificate (FPC).

 
 
 

 
 
 
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Dan Carter

Fund Manager of the Jupiter Japan Income Fund

Dan joined Jupiter in 2008 and is fund manager of the Jupiter Japan Income Fund (Unit Trust) and the Jupiter Japan Select fund (SICAV).


Before joining Jupiter, Dan Carter a fund manager at Odey Asset Management on the Japanese equities team and before that was at Baillie Gifford & Co, where he was an investment analyst for both the Japanese equities and UK Large-Cap Equities teams.
Dan has a degree in Economics and Economic History from Warwick University and is a CFA® charterholder.

 
 
 

 
 
 
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Diego Forlán

Football Player and Coach

Successful Uruguayan football player, building the most part of his career in the European leagues such as England, Italy and Spain.

He was signed by Manchester United in 2002, where he won the Premier League the following season. It was in the Spanish league where he gained his reputation, first in Villareal and then in Atlético Madrid, receiving the “Pichichi” Trophy twice, and also twice he received the Golden Boot.

HIs performance in the 2010 World Cup was especially highlighted, where he received the Golden Ball (best player of the Cup), the award to best goal of the tournament, shared the first place of the scoring chart with 5 goals and was part of the stellar team.

 
 
 

 
 
 
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Huw Davies

Investment Director, Merian

Huw joined the company in 2015 and is an investment director within the fixed income team. With over 23 years of fixed income investment experience, he joined from Ignis Asset Management where he was a fixed income product specialist. Huw previously spent four years working at Citi as director, UK RM interest rate sales and five years at JP Morgan Chase as executive director, interest rate sales. Prior to JP Morgan Chase, Huw worked in roles that covered UK and European bond sales at Royal Bank of Scotland, UBS, Barclays Capital and Sanwa International.

 
 
 

 
 
 
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Jaime Álvarez

Investment Director, Old Mutual Latin America

Jaime joined the company in 2014 as Investment Director for Latin America. Previously, he was General Investment Director of Principal Financial Group México from 2011 to 2014, being responsible for investment strategy of the portfolios of Principal Afore, Principal Investment Funds, Principal Pensions and Principal Insurance Company.

He held the positions of Portfolio Manager and Financial Risk Director at Principal Financial Group México (2000-2011). He was also a member of the Risk Committee of Principal International, analyzing the group's operations in Chile and Brazil.

He also worked for the Bank of Mexico as a financial analyst, (1994 - 2000).

He has a degree in Accounting from ITAM, and a master's degree in Finance from Strathclyde University in Glasgow, United Kingdom. In 2004 he was accredited as CFA (Chartered Financial Analyst) by the CFA Institute, and is a member of the CFA Institute Society in Mexico.

 
 
 

 
 
 
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Michael Garcia

Vice President of Operations, Houston Methodist Hospital

Michael Garcia leads the hospital service lines, with his primary focus being to recommend and drive strategic quality priorities alongside oversight of the financial operating budget.

With over 20 years of operational leadership experience, Mr. Garcia has extensive knowledge and expertise at various levels of the hospital organization and in between Hospital Leadership roles, Mr. Garcia worked as a Judicial Clerk for the Cook County Court System.

Mr. Michael Garcia obtained his Juris Doctor from The John Marshall Law School, Chicago, Illinois and BS Nursing degree from Monmouth University, West Long Branch, New Jersey.

 
 
 

 
 
 
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Luiz Caselli

Associate Partner, McKinsey & Company

Luiz is an Associate Partner at McKinsey’s San Pablo’s office, where he has been carrying out consulting projects for financial clients for 10 years. At McKinsey, he leads the Asset & Wealth Management practice in Latin America, participating on strategy, distribution and risk projects for countless asset managers and distributors, wealth managers and institutional clients throughout the region. Luiz graduated in Production Engineering at the Escuela Politécnica de la Universidad de São Paulo (USP), with an MBA from New York University.

 
 
 

 
 
 
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Tomás Venezian

Partner and Portfolio Manager - Compass Group

Mr. Venezian is a Partner at Compass Group and Portfolio Manager of Latin American Corporate Debt Strategies. Previously he was Deputy Manager of the Investment Strategies Team in Chile. Prior to joining the firm, Mr. Venezian was a Fixed Income Operator and Fixed Income Analyst for 3 years for Principal Financial Group insurance company, sharing responsibilities in managing US $ 1.5 billion in AUM. When he started out, he was a Trader and Stock Analyst for Principal Financial Group Mutual Funds Company in 2002.

Mr. Venezian is a Commercial Engineer from the Universidad de los Andes, Chile.

 
 
 

 
 
 
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Bárbara Mainzer

President, CFA Society Uruguay

She currently holds the Presidency of the CFA Society Uruguay, having previously being member of the board and having served as vice president of the CFA Society Argentina & Uruguay.

She is an advisor to financial institutions on wealth management, is a columnist for the El País newspaper and a Finance professor at the Torcuato di Tella (Argentina) and ORT (Uruguay) Universities.

She served as Director and Business Manager at Julius Baer for the Southern Cone, was Head Julius Baer Advisory and Vice President and Southern Cone Sales Manager for Merrill Lynch.

Mainzer holds a degree in Economics (Universidad de la República, Uruguay), CFA Charterholder and has graduated on Harvard Business School’s Leadership Development Program.

 
 
 

 
 
 
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Fabián Pérez

Director of Specialization in Business Management at ADEN Business School

Since 2005, he has been Director of Specialization in Business Management at ADEN International Business School, the # 1 business school in Latin America.

He has extensive experience in the corporate field as general manager, commercial and regional manager.

Pérez holds a PhD in Business Administration (Universidad de Alta Direccion, Panamá), an MBA (LLeida University, Spain) and a Bachelor of Business Administration degree (Universidad Católica, Argentina).

 
 
 

 
 
 
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Martín Litwak

Founding partner and CEO of Untitled (previously Litwak & Partners), an internationally renowned boutique law firm that specializes in asset structuring, multi-jurisdictional transactions, investment funds and corporate matters.

He obtained his cum laude Law degree from the Universidad de Buenos Aires (Argentina) and his professional practice was also licensed in England, Wales and the British Virgin Islands. He is an active member of the international division of the American Bar Association and president of the South America division of the Society of Trust and Estate Practitioners. He is also principal for Team BVI LatAm, an advisory board for BVI Finance, and regional director of the Hedge Fund Association for Latin America.

He has authored and co-authored several articles in law specialized publications in Latin America, the United Kingdom and the United States of America. In 2018 he published his first book "How the wealthiest people protect their assets and why we should imitate them", a practical guide with alternatives for efficient asset structuring.

 
 
 

 
 
 
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Cristian Reynal

Director for Argentina and Uruguay, Schroders

Cristián Reynal has almost 10 years of experience in the asset management world, where he spent most of his career within the MFS Investment Management team. He was part of the Latin American distribution team from 2010 to 2015, and then moved to London to lead internal sales efforts, first in Europe and then globally. In November 2018 he returned to Buenos Aires to join the Schroders team as Director for Argentina and Uruguay.

 
 
 

 
 
 
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Marcos Cabrera

Sales Vice President for the Southern Cone, JP Morgan

He´s in charge of the sales channel for JP Morgan Asset Management for Argentina, Uruguay and Paraguay. Graduated in Finance with honors (Suma cum Laude) from Belmont University in 2002. Worked as a Senior Analyst for Investment Scorecard for 3 years after graduation. Joined Merrill Lynch as junior financial advisor in 2005 and worked there in private banking until 2012 when he became a Managing Director for the Uruguayan branch of the Swiss entity Banque Pasche. In 2014 he joined JPMorgan Asset Management.

 
 
 

 
 
 
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Martin Herbon

Sales Director, Southern Cone, Latin America at Natixis Investment Managers

Martin Herbon is Sales Director, Southern Cone, Latin America at Natixis Investment Managers. Prior to that, he was Sales and Investment Strategy Manager at Royal Bank of Canada Wealth Management, with responsibility for Latin

America. Previously he served as Portfolio Manager with Union Capital Group Latin America. Additionally, Mr. Herbon was an Investment Advisor at Merrill Lynch Bank Suisse in Geneva, and an Investment Consultant with Merrill Lynch Wealth Management in Montevideo.

Martin Herbon received a CPA from Universidad de Montevideo. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Argentina & Uruguay.

 
 
 

 
 
 
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Tomás del Campo

Client Manager for Latin America, GAM Investments

Bachelor in Economics by Universidad de la República (Uruguay). Currently studying for his Master’s degree in Finance and Alternative Investments at the Stock Exchange in Spain. He is the sales officer for Uruguay, Argentina and Paraguay, having started to work at GAM during 2016 in London before relocating to Madrid by mid 2017. Prior to that he worked at Capital Generation Partners and Amplify Trading in the UK, where he had relocated to in 2015. Before London, he had worked at Julius Baer/Merrill Lynch, as well as at Banco Itaú in Uruguay.