Alternative Ratings© - 2019 - All rights reserved

Sergio Miguez, CAIA, FRM, EFA. (Founding Partner & Lead Manager)

- Over 20 years of investment experience leading specialized teams of professionals focused in doing Due Diligence on Hedge Funds, Private Equity / Debt, Real Assets…


- Currently serving as an Independent Consultant in the AI space for various Institutions & Family Offices both in Spain & LatAm.


- With a Robust Asset & Wealth Management background:

 

- (2012) CIO Lazard Wealth Management /MD Lazard AM in Spain.
- (2005) CIO Absolute Return Strategies at Sabadell AM: Responsible to oversee Mandates based on Hedge Funds (=FoHFs) and some key Pension accounts.
- (2001) MD Atlantico Fondos AM guiding Latam & Domestic Portfolios based on AI.
- (1999) Head of Equities at Allianz Popular AM.
- (1992) Started professional career at Siemens AG in Germany & Spain.

 

 

- -Remains involved in various Research initiatives and Educational projects for EFPA (=European Financial Planning Association) as Chief Economist & Business Schools like IEB (Madrid) or IEF (Barcelona), a.o. He was member of the Judging Panel in the IPE Awards for Pension Plans 2018.


- Holder of various financial Designations like Chartered Alternative Investment Analyst (CAIA®), Financial Risk Manager (FRM®) & European Financial Advisor (EFA®), earned a Masters Degree in Portfolio Management from IEB and graduated in Law & Business Administration (E-3) from ICADE in Madrid.