Frederick Bates is a Managing Partner at BECON IM. He previously worked at MFS Investment Management and Fidelity International in various roles. He is based in Miami.

Joaquin is a seasoned European executive with a prolonged career in banking and finance, spanning over four decades. He began his professional journey at Banco Sabadell, where he rose through the ranks, initially in Spain, then in the U.K., and ultimately in the United States, where he held the position of General Manager. Throughout his career in the U.S., he led banking branches, registered investment advisors, and broker-dealers, building a reputation for dedicated leadership and strategic insight. Today, Joaquin is the CEO of Boreal Capital Management LLC and Boreal Capital Securities LLC, overseeing the company’s operations and growth. He holds a degree in Business Administration, an MBA, and holds an FRM certification. Currently, he is further enhancing his expertise by pursuing accreditation in Risk in Artificial Intelligence.

Alejandro Lara has focused the last 11 years of his career on supporting and advising wealth investors and financial representatives in private investments. He worked at Insigneo Financial Group from 2014 until January of this year. At Insigneo he was a member of the Investment Solutions Group and managed the Alternatives platform and related initiatives. Alejandro is currently open to career opportunities focused on private assets.

Adam Sparkman is a manager, client portfolio management for Thornburg Investment Management. In this role, Adam heads a team of client portfolio managers responsible for the external-facing articulation of investment philosophy, process, performance, and positioning to clients across all channels. Additionally, the team executes all internal-facing product management activities for the firm’s strategies.

Adam joined Thornburg in 2014 as a member of the firm’s business development group then became a client portfolio manager in 2020 before being promoted to his current position in 2024. Prior to Thornburg, he worked as a business analyst at Los Alamos National Laboratory. Adam graduated cum laude with a BBA in finance from The Sam M. Walton College of Business at University of Arkansas and holds an MBA from New Mexico State University. He is a CFA charterholder.