Founder Expertise and Experience
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Carlos Ferreira, CFA, FRM, CPA, MBA

  • Extensive senior level global experience in the investment management industry. Former PAAMCO Managing Director and Management Committee member providing firm-wide leadership to the Direct Trading business and Managed Account Platform, including responsibility for the Accounting, Operational Due Diligence, Operations and Treasury, Legal and Investment Structuring, and Compliance groups for a leading global alternative investment management firm.

  • Significant engagement with global institutional investor client base.

  • Strong relationships with industry participants such as prime brokers, administrators, legal and audit firms.

  • Former professional roles with KPMG (audit), Arthur Andersen (international corporate tax), Morgan Stanley (investment banking), KBC Financial Products and LGT Capital Partners (investment management).

  • Global perspective: career spanning roles in Toronto, London, Zurich, Singapore and Los Angeles.