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4 - 6 June 2024
Vienna House by Wyndham Andel’s BerlinBerlin

Omar Morales
Gómez at Tecnológico de Monterrey


Mr. Morales possesses an extensive trajectory of more than 17 years in the investment management sector. Since 2023, he serves as the Chief Investment Officer (CIO) of the Endowment at TEC de Monterrey, overseeing the financial assets of Mexico’s largest private university. In this role, Omar and his team manage a diverse portfolio across multiple asset classes, utilizing financial instruments and robust portfolio construction to achieve long-term financial goals for the endowment. The portfolio aims to secure a long-term rate of return consistent with the university’s strategic objectives.

Prior to this, Mr. Morales was the CIO of Principal Asset Management in Mexico, where he managed financial assets for sovereign wealth funds, domestic institutional investors, and individual portfolios. Under his leadership, both active and passive investment strategies were implemented for mutual funds and mandates, earning consecutive Morningstar Awards for the best mutual funds in Mexico in multi-asset and local equity categories.

Omar Morales also served as an Equity Portfolio Manager at AFORE XXI-Banorte, supervising $15 billion with responsibilities spanning a wide range of investment products.

Beyond his professional commitments, Omar is an active participant in the local financial community, frequently contributing to conferences and forums, and serving as a judge and mentor in various startup acceleration programs.

Omar Morales holds a bachelor’s degree in financial management from ITESM and is a CFA Charterholder.

Agenda Sessions

  • The curious case of private market valuations