It is important that you read the following page before proceeding, as it explains certain legal and regulatory restrictions applicable to the distribution of this information. By accessing any content of this website, you agree to be bound by the conditions. If you do not agree to the conditions, please exit the website. Neither Katch Investment Group; Katch Fund Solutions – Global Lending Opportunities Fund, Katch Fund Solutions – Real Estate Lending Fund, or Katch Fund Solutions – Factoring Fund (the “Funds”) will be responsible for any misrepresentations you may make in gaining unauthorized access. It is your responsibility to inform yourself of and to observe all applicable laws and regulations of the relevant jurisdiction. This website content is intended to be for information purposes only and it is not intended as promotional material in any respect. The information contained in this website (including marketing presentations, factsheets, and articles) does not constitute a distribution, an offer to sell or the solicitation of an offer to buy any securities in any jurisdiction in which such offer or invitation is not authorized and/or would be contrary to local law or regulation. This website is not intended for any “U.S. Person” as defined in the Prospectus. For more information write us at info@katchinvest.com. The information contained on this site, and on downloadable materials is believed to be accurate at the date of publication, but no warranty of accuracy is given, and the information is subject to change without notice. Any opinions or estimates included herein constitute a judgment as of this date and are subject to change without notice. If you are in any doubt about the information contained herein please consult your stockbroker, solicitor, accountant, bank manager or other professional adviser. All content and information are being made available free of charge. By proceeding you agree to the exclusion of any liability in respect of any errors or omissions contained in it. No liability is accepted by any person within Katch Investment Group or the Funds for any losses or damage arising from the use or reliance on the information contained herein including, without limitation, any loss of profit, or any other damage direct or consequential.
Investment in emerging market involves risk factors and special considerations which may not be typically associated with investing in more developed markets. Political or economic change and instability may be more likely to occur and have a greater effect on the economies and markets of emerging countries. Adverse government policies, taxation, restrictions on foreign investment and on currency convertibility and repatriation, currency fluctuations and other developments in the laws and regulations of emerging countries in which investment may be made, including expropriation, nationalization or other confiscation could result in loss to the Funds. The risk factors referred to above are not an exhaustive list and reference should be made to the relevant Prospectus. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The Funds are intended for sophisticated investors who can accept the risks associated with such an investment including a substantial or complete loss of their investment. Past performance is not necessarily a guide to future performance. A person within Katch Investment Group and/or Katch Fund Solutions, its affiliates, their directors and the investment funds/accounts it manages may or may not have a position in or with respect to any securities mentioned herein.This website is solely reserved to investors that are located in France and defined as Professional Investors as per the AIFM Directive, or investors that are located in Switzerland and defined as Well-Informed Investors as per the Luxembourg act of 23 July 2016 on reserved alternative funds.
Special note for investors in Switzerland: Home country of the Fund: Luxembourg. The representative in Switzerland is 1741 Fund Solutions AG, Burggraben 16, CH-9000 St. Gallen. The Swiss Paying Agent in Switzerland is Tellco LTD, Bahnhofstrasse 4, 6430 Schwyz, Switzerland. The offering memorandum and other key investor information document or fund contract as well as the annual reports may be obtained free of charge from the representative. In respect of the units distributed in and from Switzerland, the place of performance and jurisdiction is the registered office of the Representative.
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HR & Administration – Switzerland
Juan Carlos Serrano has more than 19 years of experience in the financial sector, working for leading international institutions such as AXA Group, Credit Suisse and most recently CrèditAndorrà Financial Group, where he held different senior positions in Controlling, Finance, Operations and Administration, especially in Private Banking. Juan Carlos holds a degrees in Business Administration and a title of Executive Master of Corporate Finance (EMCF) from the Institute of Financial Services Zug IFZ. He speaks German, Spanish, English, French and Italian. He is associated to the Katch Investment Group since early 2019 and responsible for HR and Administration of the Swiss subsidiary.
Sales Director – Switzerland
Bernhard has over 20 years of experience in business development, sales and relationship management in the international finance industry. He has worked in several banks, such as Goldman Sachs, Credit Suisse and LGT Bank. He further gained product development and trading experience in his previous assignments while working for different exchanges, such as SIX Swiss Exchange and Deutsche Börse as well as in various consulting roles. His focus has been on the distribution and development of financial products and services in the traditional and alternative investment space with main target to professional investors.
Bernhard has an MBA from the University of Zurich, is a Certified Wealth Management Advisor CWMA and a Certified Structured Products Expert CSPE.
IT – Brazil
Operations & Collections – Brazil
Risk/Products & Treasury Management – Brazil
Finance/Administrative & HR – Brazil
Credit & Formalization – Brazil
Operations & Collections – Brazil
Portfolio Manager – Brazil
Sales Director Scandinavia/Iberia
Niclas has over 30 years of experience within the fields of business development, sales and finance. He began his financial career early 1996, in Dubai as a financial advisor for high net worth clients from Malaysia, Central Eastern Europe, Scandinavia and Spain. In 2010, Niclas entered the alternative investment space and specialized himself in the sales management of investment funds.
Chairman
Laurent has 20 years of investment experience in alternative asset management. Laurent’s previous experiences include responsibilities at Fidelis Insurance Holdings Ltd., a London and Bermuda based insurance company where he was group chief investment officer managing $1.5bn of assets. Previously, he was global head of investment at Platinum Capital Management Ltd., a global asset management platform, where his responsibilities included overseeing the firm’s actively managed funds (hedge funds, equities, volatility, and commodities).
Laurent’s early career included spells at BNP Paribas SA, Lazard LLC, GLG Partners LP, and Signia Wealth. Laurent graduated from Institut d’Etudes Politiques and Institut d’Administration des Entreprises, both in France, from INSEAD (France-Singapore), and is a CFA charterholder.
Chief Investment Officer
Pascal has more than 16 years of experience in financial market research, portfolio management, and investment advisory. He worked several years as a financial analyst, strategist and investment advisor for Credit Suisse in Zurich, New York and Panama. Before joining Katch Investment Group in April 2019, he was the chief investment officer of Credit Andorra and its Multi Family Office, Private Investment Management in Panama.
Pascal has a master’s degree in Management and Economics from the University of Zurich and is a CFA charterholder.
Portfolio Manager – Real Estate
Priyesh has more than 15 years of experience in multi-asset portfolio management, investment strategy, and risk management in the alternative credit area. He has previously held positions at HM Treasury and PWC in a research and assurance capacity and within the hedge fund sector managing credit arbitrage strategies. He has considerable experience in structuring alternative debt solutions for clients to achieve exposure to the asset class in an economic and tax-efficient manner. Priyesh is responsible for idea generation, portfolio construction, rebalancing, and risk management in alternative debt portfolios at REIM Capital.
Priyesh holds a M.Sc. in finance and investment and a Ph.D. in financial mathematics from Imperial College London.
Portfolio Manager
Jose Luis Fabrega was the former head of Asset Management for Global Bank, second largest Panamanian owned bank. He oversaw investment advisory for institutional and high net worth clients, covering fixed income, equities, and alternative investments. Jose was also part of the team that created and managed the bank’s fixed income mutual fund, which focused on credit strategies in the America’s region. Furthermore, as a member of the investment committee, Jose was responsible for the analysis of all investment products available to clients, as well as monitoring US$ 1.3 billion in total client assets.
Jose has a bachelor’s degree in Finance and minors in Economics and International Business from The Pennsylvania State University. Jose passed all three levels of the CFA program.
Strategist
Diego has more than four years of experience in financial markets and portfolio management. Before joining Katch Investment Group as a research analyst, Diego worked for several years as a mutual funds trader and as a buy-side analyst covering fixed income and foreign exchange (FX) markets in Colombia and Panama.
Diego has a bachelor’s degree in financial engineering from Universidad Piloto de Colombia.
Chief Executive Officer
Stephane has more than 20 years of experience in asset management in several locations around the world: Paris, Boston, NYC, London, and Panama City. He has worked in several banks, such as BNP Paribas, Lehman Brothers, State Street Capital, and Credit Andorra. His focus has been on the construction and management of portfolios for clients with a focus on alternative investments. In his previous experience at State Street London, Stephane was a managing director in his global head of equity sales research position. He was a member of the European executive committee and oversaw 25 people located in New York City, London, and Hong Kong.
Stephane has a master’s degree from IPAG Business School in Paris and an MBA from Darden School of Business (University of Virginia), and is a CFA charterholder.
Chief Administrative Officer
Katy has more than five years of experience in business administration and accounting. Before joining Katch Investment Group in April 2018 as head of administration, Katy worked for several years at Nyssen Consultores, an accounting firm located in Mexico, where she was in charge of overseeing clients’ accounting and administration, preparation of financial statements, calculation, and tax reporting.
Katy is a graduate of the Morelos State University in Mexico and holds a bachelor’s degree in accounting.
Head of Administration – Brazil
Andreia has four years of experience in business administration. She has worked with several Brazilian firms where she was responsible for the companies’ operations.
Andreia holds a diploma in analysis and development of systems.
Operations – Brazil
Marcos has more than 10 years of experience in business administration and corporate accounting. He has created financial economic performance reports, business plans and follow-up strategies, and analysis of financial statements.
Marcos graduated in accounting science from the Centro Universitário Metropolitano de São Paulo.
Lawyer – Brazil
Camila has more than 12 years of experience in administration and legal advice for finance-related companies. She spent nine years at Banco Santander, where she was a member of the administration team before she integrated the legal team.
Camila holds a law degree from the Pontifical Catholic University of São Paulo and a corporate law degree from the Faculdades Metropolitanas Unidas.
Head of Operations – Brazil
Aldo has more than 40 years of experience in the banking sector. He began his career in 1978 at Banco Bandeirante, where he was in charge of the preparation and reconciliation of all accounting accounts and worked with many recognized banks from Brazil, including Banco Digibanco, Banco Geral do Comercio, Banco Paulista, Banco Mercantil de São Paulo, Banco Sofisa, Banco Daycoval, and others. He has extensive knowledge in banking products, credit operations, financing, and leasing.
Aldo completed a Superior Course in Accounting Sciences from Faculdade Brás Cubas of Brazil.
Client Relationship Manager
Romain has more than 10 years of experience in portfolio management and investment advisory. He has extensive knowledge of financial markets and investment strategy and held several positions in the investment bank Société Générale in Paris, London, and New York, acquiring experience in derivatives trading, alternative strategies, and risk management.
Romain holds a double master’s degree in engineering from Efrei University and business and finance administration from College of London.
Client Relationship Manager
Maxime has more than 15 years of experience in the private banking sector and investment advisory. He began his career as a financial advisor in Panama in 2004. Since then, he has developed his clientele with a focus on LATAM.
Maxime earned a bachelor’s degree and MBA in finance from the University of North Florida. In addition, he holds his Investment Analyst and Broker Securities licenses, which are granted by the Superintendencia del Bolsa de Valores de Panama.
Sales Representative Colombia and Central America
Santiago has more than 18 years of experience in the private banking sector. He has worked for top entities such as Merrill Lynch, Bancolombia, Citibank, and Credit Suisse. His focus has been managing portfolios and financial advisory for high-net-worth-clients, mainly based in Central America and Pacto Andino.
Santiago holds a degree in business administration with a major in finance and capital markets from the Florida Atlantic University (FAU) Boca Raton.
Client Relationship Manager
With more than 15 years of experience in alternative investments and investment advisory, Nicolas has a finance background and professional experience in Guatemala, The Netherlands, and Czech Republic. He has been CEO for Inversiones Global, CFO and financial analyst for A.P. Moller-Maersk, and corporate treasurer for Multiproyectos.
Nicolas has a degree in business administration with a major in finance from Universidad Francisco Marroquin.
Research Analyst
Eduardo has several years of experience working in different economic sectors, and for the past four years he has worked as a financial analyst in Panamá. Before joining the Katch Investment Group, he worked at Private Investment Management Advisors, a multifamily office based in Panamá where he helped to oversee investments for high-net-worth clients.
Eduardo has a degree in business management from Universidad Metropolitana and is a master’s degree candidate in finance from the University of Chile.
Chief Marketing Officer
Clement has several years of experience in asset management in the United States, and in Panama. Clement’s previous experiences include portfolio management and financial advisory for high-net-worth-clients. Before joining Katch Investment Group as the chief marketing officer, he worked for a broker dealer in Miami where he oversaw the equity desk and mutual fund desk.
Clement is certified FINRA Series 7 & Series 66, and graduated from both Lindenwood University and the University of Poitiers in marketing.