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December 5 - 7, 2021
Monarch Beach ResortDana Point, CA

Carlos Ferreira
Founder at Capital Governance Partners

Profile

Carlos Ferreira is the founder of Capital Governance Partners, an investment management advisory firm providing governance solutions for institutional investors and investment managers, focusing on independent non-executive directorships globally. Previously, Carlos was a Managing Director and Management Committee member of PAAMCO, where he provided 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. In this role he worked extensively with emerging managers to structure investments for institutional clients. Carlos has had former roles with KPMG (audit), Arthur Andersen (international corporate tax), Morgan Stanley (investment banking), KBC Financial Products and LGT Capital Partners (investment management), in a career spanning three decades across North America, Europe and Asia. He holds an MBA from the London Business School, a Bachelor of Commerce degree from the University of Toronto and CFA, FRM and CPA professional designations.

Agenda Sessions

  • Troubleshooting operational challenges that emerging managers face

    14:00