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GAIM Ops West
October 28 - 30 2024
Omni La Costa Resort & SpaCarlsbad, CA

Jimmy Castro
Managing Director, Investment Transactions & Operations at UC Investments
Speaker

Profile

Mr. Jimmy D Castro is currently Managing Director, Investment Transactions & Operations for the Office of the CIO at the Regents of the University of California (UC Investments). He oversees Investment Operations, Operational due diligence, Ops Risk and Compliance. UC Investments manages a portfolio of approximately $160B for the UC System consisting of 10 public universities, 5 hospitals and 3 national research laboratories. UC is the largest public research University in the country and 3rd largest employer in California.

Prior to UC, he was the COO and Risk Officer at Alpha4x Asset Management, a Global macro fund based in NYC. In 2012 he joined Bladex Asset Management as the Head of Operations and Compliance Officer and spearheaded the Hedge Fund spinoff from Bladex Bank. He previously worked at Santander Investment Securities in the fixed income team where he led improvements to investment process and syndication transactions and led off-site due diligence meetings and diligence reviews with trading partners.

In 2004, he Joined JP Morgan Chase as an Associate in the FX Options desk. In 2001, Mr. Castro started his career in Lehman Brothers as an analyst in the Fixed income Division working with the Emerging Markets Foreign Exchange traders trading primarily in Latam NDF currencies.

Mr. Castro has an MBA in Finance from Fordham Graduate School of Business in NY and a Bachelor of Science degree in Finance from Manhattan College in NY.

Agenda Sessions

  • In conversation with an allocator, fund manager and portfolio company

    10:00