Carlos Ferreira
Managing Director, Head of Investment Operations at PAAMCO

Profile

Carlos Ferreira, (Irvine) CPA, CFA, FRM is a Managing Director and Head of Investment Operations at PAAMCO. He provides firm-wide leadership to the Accounting and Operational Due Diligence, Operations and Treasury, and Direct Trading groups. Carlos is also a member of the firm’s Investment Oversight Committee. Before joining PAAMCO, he was Head of Operational Due Diligence for LGT Capital Partners, based in Switzerland, from 2007 to 2010. Prior to this, Carlos was CFO/COO and Head of Operational Due Diligence for KBC Alpha Asset Management in London from 2005, where he was responsible for the non-investment activities of the business, including fund accounting and operational due diligence on underlying fund investments. Previously, he worked for Morgan Stanley’s Private Wealth Management (Europe) division, in their Client Strategy and Hedge Fund groups, and for Arthur Andersen (now Deloitte) as an international corporate tax practitioner. Carlos began his career with KPMG as an auditor. Carlos holds an MBA from the London Business School as well as a Bachelor of Commerce degree from the University of Toronto.

Agenda Sessions

  • Afternoon Outlook (Keynote) - Radically different operating models: how products and processes must change post COVID

    3:40pm