Daniel C. Roarty was appointed Chief Investment Officer of AllianceBernstein’s Global Growth and Thematic team in 2013. He joined the firm in May 2011 and was named sector head for the technology sector on the Global/International Research Growth team on July 1, 2011, and team leader for that team in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed a large-cap growth strategy and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financial stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder. Location: New York
Daniel C. Roarty fue nombrado CIO de los equipos de Global Growthy de inversiones temáticas de AllianceBernstein en 2013. Se incorporó a la firma en mayo de 2011 y fue nombrado responsable del sector de la tecnología del equipo Global/International Research Growthel 1 de julio de 2011, y líder de ese equipo a principios de 2012.
Frank Caruso is a Senior Vice President and Chief Investment Officer of US Growth Equities at AllianceBernstein, a position he has held since 2012. In this capacity, he oversees three services: US Large Cap Growth, US Core Opportunities and US Growth & Income. Caruso has been Team Leader of US Growth since 2008 and Team Leader of US Growth & Income since 2004. From 1995 to 2004, he served as a Growth & Income portfolio manager. Caruso joined the firm in 1993, when it acquired Shields Asset Management, where he had been director of Equities. Previously, he was a managing director and senior member of the Investment Policy Committee at Shearson Lehman Advisors, as well as CIO for Shearson Lehman Asset Management’s Directions and Capital Management businesses. Caruso was also formerly the lead portfolio manager for Shearson’s family of growth and income mutual funds. He holds a BA in business economics from the State University of New York, Oneonta, and is a member of the New York Society of Security Analysts and the CFA Institute. He is a CFA charterholder. Location: New York
Frank Caruso es un vicepresidente senior y CIO de US Growth Equities de AB, un puesto que ha ocupado desde 2012. Como parte de su labor diaria, Caruso supervisa tres estratefias: US Large Cap Growth, US Core Opportunities y US Growth & Income. Ha sido el líder del equipo US Growth desde 2008 y del de US Growth & Income desde 2004.
Albert Ricart es fundador de C&R IFA EAFI, S.L.
Sergio Míguez es director de Relaciones Institucionales de EFPA España
Pilar Cordón es directora de Intermediarios Financieros y responsable de agentes financieros de Deutsche Bank Wealth Management.
Pablo del Río es socio en Orienta Capital y miembro del Comité de inversiones; su responsabilidad se centra en la selección de gestores y la determinación de la estrategia de inversión.
Antes de incorporarse a Orienta Capital trabajó en Attest (firma española de servicios de consultoría) con responsabilidad en varios proyectos de financiación estructurada dentro del sector de energías renovables.
Es licenciado en Administración y Dirección de empresas por la Universidad Complutense de Madrid.
Estanislao Vieyra tiene a cargo el desarrollo comercial de Technisys en América Latina. Estudió Licenciatura en Administración de Empresas en la Universidad de Buenos Aires y acumula más de 15 años de experiencia en la Industria de Servicios Financieros. Estanislao se ha desempeñado en distintas empresas entre las que se destacan Banco Galicia, HSBC, Nuevo Banco Comercial y SAP, en diferentes países de la región como Argentina, Uruguay, Brasil y Chile.
Trabajó más de siete años en SAP, como responsable del desarrollo de la Industria de Servicios Financieros en distintas regiones. Entre los clientes destacados se incluye CAIXA, Itau, Bradesco, Banco do Brasil, Santander, Safra, Sicredi, Banco do Nordeste, Banco Galicia, Banco de Córdoba, Banco de Chile, Banco de Crédito del Peru, entre los más destacados. Dentro de la misma empresa lideró el equipo responsable por el desarrollo y ejecución del Plan de Generación de Demanda y Maduración de nuevas oportunidades de negocio para los distintos segmentos de industria.
Brad Tank, Managing Director at Neuberger Berman, joined the firm in 2002 after 23 years of experience in trading and asset management. Brad is the Chief Investment Officer and Global Head of Fixed Income. He is a member of Neuberger Berman’s Operating, Investment Risk and Asset Allocation Committees and NBFI’s Senior Management Committee. He is a member of the firm’s Senior Management Committee and Asset Allocation Committee. From 1990 to 2002, Brad was director of fixed income for Strong Capital Management in Wisconsin. He was also a member of the Office of the CEO and headed institutional and intermediary distribution. In 1997, Brad was named “Runner Up” for Morningstar Mutual Fund Manager of the Year. From 1982 to 1990, he was a vice president at Salomon Brothers in the government, mortgage and financial institutions areas. Brad earned a BBA and an MBA from the University of Wisconsin.