Team
Emilio Sosa, CFA
Chief Investment Officer (CIO)
Mauricio Brocado
Chief Investment Strategist (CIS)
Julian Castillo
Chief Risk Officer (CRO)
Claudio Brocado
Head of Global Equities
Ana Reyes
Investment Strategist
Asset Allocation, Portfolio Manager – Multi-Asset Portfolios
Over 12 years of experience managing multi-asset portfolios and making major asset allocation decisions. In his nine years at Tresalia Capital, he developed a wide-ranging experience, culminating in the responsibility for the Asset Management department, where he focused on aggregate portfolio asset allocation, as well as on the management and follow-up of various third-party mandates.
Fundamental research and valuation of public and private equity
Over 22 years of experience in research and portfolio management. In his ten years at Tresalia Capital, besides being Research Director and Head of Strategic Investments he was a member of various boards of directors at group companies KIO Networks, Alliat Universidades, Medistik, as well as an independent board member at Actinver’s fund management division.
Risk diversification in multi-asset portfolios; financial and operating risk management
Over 17 years of experience. The last two years at Zurich Insurance as Chief Risk Officer; five years at Tresalia Capital, responsible for overseeing market risk and developing investment strategies with a focus on risk mitigation.
Portfolio Manager of global equities
Over 27 years of experience in the management of global equities with a proven track record. Member of the board of directors at Young Investors Society (YIS.org). Author of the book “Against #shortermism”. He worked at global money management institutions including RCM (now Allianz Global Investors), Putnam, Fidelity and Batterymarch.
Research analyst for fixed income portfolios, security analysis and monitoring of portfolios
Over 6 years of experience in fixed income strategies. She worked at the money markets desk as a trader at Grupo Financiero Activer. At Tresalia Capital, she performed research on issuers, investment strategies, as well as monitoring of multi-asset portfolios.
Research and analysis of geopolitical developments
Over 7 years of experience following and analyzing geopolitical issues. He has a Bachelor of Science (BS) degree in Criminal Justice from Lasell University in Massachusetts, with a special focus on international law and politics. He writes reports for Nuclo on major geopolitical developments and their impact on financial markets.
