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Cristina Campabadal is the founder and CEO of CC Global Advisory. She is a professional with 20 years of experience in the financial industry and in corporate advisory, including 10 years in the United States. Throughout her career, she has held key roles in several financial institutions and in different geographic locations (Barcelona, Miami, and NYC).
Cristina is an expert in investment and business strategy and has been recognized as one of the 'Top 100 People in Finance USA' in 2021 by NYC Magazine, rewarding her professional career in the US. She has also been named twice as one of the 'Top 100 Young Economic Leaders in Spain' in 2018 and 2019 by the prestigious Choiseul Institute.
She is currently an advisor at Dreavent, a Boston-based biotech investment firm, and works at ESADE University in Barcelona.
Prior to founding CC Global Advisory in 2023, Cristina founded CCS Finanzas LLC, in 2017 in Miami, a firm specializing in helping high-net-worth families from Latin America with their investments.
She began her career in banking in Spain, where she worked for seven years at BBVA Bank. She then settled in Miami, where she worked at Banco Santander Private Banking managing a portfolio of fortunes in Latin America, specifically Colombia and Perú.
She later specialized in Multi-Family office advisory and worked in several financial institutions in the US, including Octavia Wealth Advisors, LifeInvest Wealth Management, GBS Finance, and WE Family Offices, with offices in Miami and NYC.
Campabadal is an experienced speaker and has participated in numerous Multifamily Offices, Private Banking, and international investment events, mostly in Miami and NYC, as well as in others cities in the US and Spain, since 2017.
Her social commitment is evident through her role as Ambassador in Latin America for the Vicente Ferrer Foundation USA since 2018, a non-profit organization that helps rural India. She is also a Senior Advisor for the National Foundation for Cancer Research in the United States, since 2020.
Academically, she has completed executive education programs, including a program at the Yale School of Management on Women's Leadership (2022), Harvard Business School's Emerging Economies program online (2018), attended the University of Miami's SMART program in Financial Management (2013) and the Business Executive Program at ELC, Boston (2011). She studied Economics at the University of Barcelona (2005).
In her spare time, Cristina is a writer of novels, short stories, and children's stories. She has published the novel "18 Hyperbolic Stories and an Enigma". She is also a columnist at Yahoo Finance USA, Latin America, and Spain, where she has written articles about global investments and the international economic situation since 2017.
IWI ́s Certified Investment Management Analyst, CIMA®
Yale School of Management. Virtual. Jun 2022 – Jun 2023
Master ́s degree in finance
UAB. Universidad Autónoma de Barcelona.Spain. Nov 2009 – Nov 2010.
Bachelor in financial management
ITESM. Tecnológico de Monterrey. Mexico's top business school. Monterrey, Mexico
Nov 2019 – Presente – Senior US Investment Strategist
Crosswell Advisors LLC, EE. UU (remote).
US-based RIA. I design investment strategies, primarily for high-net-worth clients across the US and Mexico. I am in charge of all trade executions of the firm including US and global equities, bonds, structured notes, alternatives as well as our in-house model portfolios. Product analysis. I keep relations with external parties like broker-dealers, custodians, mutual fund families, and investment product wholesalers.
Ene 2017 – Presente – Senior US Investment Strategist / Finance Manager
Grupo Valoran, Mexico.
Nov 2019 - Present. Vexa Capital. I evaluate and implement investment strategies across public, private equity, and private credit funds, venture capital, MLP ́s, and real estate projects. Involved in the financial analysis of each deal. Investment portfolio reporting for all family members including project status, IRR, estimated cash-flows, diversification by asset class, investment type, and currency.
Jan 2017 – Nov 2019. Ranman Energy. Finance and administration responsible for a company inside the Mexican energy sector. I handled each project's budget, calculated future cash flows, and required rates of return, and was involved in each financing process. Other areas under my responsibility: treasury, accounting, and compliance.
Ene 2014 – Ene 2017 Mutual Fund and ETF Strategist / Product Analyst
VectorGlobal WMG, EE. UU
Strategist and trader for a $1.6 B AUM broker-dealer with presence in the US and LATAM. My functions included all the mutual fund's trades inside the company for approx. $450 M, the research and the selection of the best ideas to integrate our own model fund and ETF portfolios. Investment committee member. I also gave support to the sales force by analyzing current positions and creating new investment proposals within fixed-income markets. Main tools used: Bloomberg, Morningstar, Netx360, and Microsoft Office. For the prior 2 years, I was conducting investment recommendations for global bonds and offshore mutual funds, with market research by country, industry, and credit rating. I earned my Series 7 and Series 63 to become a general securities representative by the US Financial Industry Regulatory Authority (FINRA).
Jan 2012 – Jan 2014 – Financial Controller, Draexlmaier automotive of America, Mexico
Responsible for a $40 M budget planning in a company with 800 employees as well as a $13 M investment control for 4 more plants across Mexico and LATAM. Achievements: Progressive growth in financial planning, analysis, and trend interpretation inside a different industry.
May 2010 – Ene 2012. Sarbanes Oxley Consultant
GE Capital bank, Spain
Participated in the implementation of financial and legal compliance for American-listed companies. Identified, evaluated, and documented risks and controls in areas such as: accounting, taxes, accounts payable, and risk. Achievements: Won experience in the banking sector and compliance on a multinational company.
Ago 2007 – Nov 2009.. Stockbroker / Mutual Fund Analyst Aug 2007 - Nov 2009 Vector Casa de Bolsa, Mexico
Vector casa de bolsa, Mexico
I designed and operated investment portfolios that included global stocks, bonds, mutual funds, and ETFs ́s. As a mutual fund analyst, I participated in the investment committees to discuss the strategies for all company's equity and fixed-income funds. I was in charge of all in-house mutual funds performance evaluations, comparing them with their peers inside the Mexican market. Achievements: I created automated reports based on graphs and real-time tools that daily supplied with analytical information to the investment board. I earned my Figure III to become a financial advisor by the Mexican Association of Financial Intermediaries (AMIB).
Alfredo A. Pickman has more than 25 years of experience in the financial markets and the investment industry, with a professional career in national and international entities in financial centers such as Madrid, London, Lisbon, and New York.
He has held roles and responsibilities, allowing him to acquire solid experience in global financial markets. Expertise focused on macroeconomics, capital markets, corporate finance, investment management, company valuation, and fundamental analysis.
He currently combines his role as Advisor at CC Global Advisory, with CEO and Partner at the M&A firm Advistoy VestBio Capital, connecting the best impact biotech companies with investors, through professional capital management and a world-class scientific team in one company, thus being part of the evolution of the most promising companies in the world.
He began his career at Morgan Stanley Management in 1996, as a member of the Fixed Income team, and subsequently became responsible for Funds of Funds and Pension Funds. In the Equities department, he was a Financial sector analyst (Banking, Insurance, and Real Estate), macroeconomic and sector analyst for Asia excluding Japan, Eastern Europe, and LATAM regions, and manager of the Morgan Stanley Latin American Fund and the Morgan Stanley Gestión Bolsa Emergente.
His next step was Banco Espirito Santo, where he was Director of Equities, Director of Investments, and Director of the Equity, Fixed Income and Mutual Funds Analysis Team. In addition to managing client portfolios, he was responsible for the SICAVs Department and analyst of the Financial, Electrical, Basic Materials, industrial, and Construction sectors.
In the CREAND Group, he was the Group Chief Economist, a Member of the Strategy Team of Credit Andorra Asset Management, and responsible for the Spanish equity portfolio of Credit Andorra Asset Management as well as co-manager of the Private Equity Fund of Credit Andorra Asset Management. Within Banco Alcalá, the Spanish subsidiary of the group, he was Director of Investments, Strategy, and Advisory at Banco Alcalá, Head of Advisory (financial, real estate, private equity, and other assets) and Wealth Planning at Banco Alcalá Wealth Management. He was also the Investment Director of Gesalcalá SGIIC.
He was the Chief Investment Officer and Chief Economist of the investment area of Key Capital Partners and co-manager of the Key Capital Ocho fund, combining traditional global equity investing with the use of derivatives.
Since 2021, he has been an Associate Professor at IE Business School and IE University, where he teaches Corporate Finance and Capital Markets, both at the university and in the Postgraduate programs (MBA and Executive MBA).
Passionate about sports, he is also a Mentor and member of the Board of Advisors of UFounders, the first online training platform for entrepreneurs, advising, and investment.
Luis Gualda has 25 years of experience in the digital industry. He combines his role as CDO at CC Global Advisory, with his work as Digital Project Manager at the communication agency, Coonic (Malaga, Madrid, Bilbao).
He is also the founder and CEO of VisualPoint Interactive (since 2011), where he designs and manages projects in product design, marketing, and digital transformation for companies and agencies in Europe and the US.
He has digital expertise in multiple sectors: telecommunications, software, advertising, retail, food, health, finance, energy, sports, hospitality, tourism, education, legal, art, architecture, real estate and public sector.
It has been an ICT provider approved by the Spanish Chamber of Commerce, successfully designing and developing projects subsidized by the European Union for the digital transformation of SMEs.
Previously, he spent 7 years as co-founder, partner, and technical director at EMEfilms, a production company specializing in audiovisual advertising and production service for series and films, with works at Netflix and HBO, among other platforms.
Gualda has been one of the pioneers of UX and interaction design in Spain, working as a UX/UI designer for RSLCOM Spain, a subsidiary of RSLCOM USA, a technology multinational owned by the Estée Lauder family in the 2000s.
Previously he taught for 3 years in the Master of 3D Animation at the prestigious Trazos School (Madrid).
Passionate about continuous learning, he has completed his training in design and coding, with several certificates in UX Design, Artificial Intelligence, and Digital Marketing, from Google and, Coursera among others, Master's in Graphic Design, 3D Animation, and VFX in Trazos, as well as university education in Digital Design and Creation at UOC University.
In his spare time, he develops experimental projects in the fields of digital art and artificial intelligence.
Yuda is the founder and president of CyVent, a cybersecurity advisory firm and solutions provider. CyVent helps security teams accelerate their transition to an AI-driven preventive posture focused on pre-empting breaches and automating security operations.
Over his earlier career as an executive at American Express, Tech Data, ClimeCo and Xerox BPO, Yuda started and scaled multiple businesses, launched dozens of new technology products, and oversaw IT service offerings.
Having been a mentor, founder, officer, advisor and investor in tech companies, Yuda is also a past Chair of the Miami-Dade Beacon Council’s Technology Committee and a member of Advisory Boards at MDC’s Cybersecurity School, UM’s Institute for Data Science and Computing and FIU’s Jack Gordon Institute’s Cybersecurity Policy Program.
Whether deciphering data sets, evaluating new technologies or applying deep learning to cyber security, Yuda always strives to be on the leading edge of technology’s latest challenges, deploying meaningful solutions to complex problems
He holds certificates in data science and cyber security from Johns Hopkins and Harvard, and an MBA from UCLA Anderson, where he was recognized as one of the “Top 100 Inspirational Alumni” of the school’s 75 years.
Juan Verde is an internationally renowned strategist for both the public and private sectors, with particular focus on sustainable economic development. His specialty is designing innovative strategies to attract investment, accelerate economic development, and support strategic alliances.
In the public sector, Mr. Verde was nominated by President Biden to the President’s Export Council toserve the White House in trade-related issues and expanding opportunities for American exports and businesses abroad. Mr. Verde served as Deputy Assistant Secretary for Europe and Eurasia at the United States Department of Commerce under President Barack Obama. In this capacity, Mr. Verde led the Department’s efforts tosolve trade policy and market-access issues faced by U.S. firms seeking to grow their business operations in Europeand Eurasia. Additionally, he was responsible for developing and recommending policies and programs to support U.S. economic and commercial relations with 52 countries in the region. Mr. Verde previously served in the Department of Commerce during the Clinton Administration as an international trade analyst, coordinator, and consultant, working first in the Office of Latin America and later in the Minority Business Development Agency.
Within the political arena, Mr. Verde has worked to support democratic political candidates and issues for several decades. More recently, he worked on behalf of the Biden-Harris presidential campaign as a policy advisor, fundraiser, and organizer. He also served as Chair of Americans Abroad for Biden. Mr. Verde has also worked with some of today’s most relevant political figures, including former Presidents Barack Obama and Bill Clinton, former Secretary of State Hillary Clinton, former Vice President Al Gore, the late Senator Ted Kennedy, and former Secretary of State John Kerry. Mr. Verde was also a Congressional Hispanic Caucus Institute Fellow during his early career.
In the private sector, Mr. Verde has served as a consultant for a variety of prestigious companies, such as Google, Cisco, SAS, American Express, and Banco Santander Investments US. He has also collaborated with institutions suchas the Inter-American Development Bank, Harvard University, and the World Bank. Currently, he is the Presidentand Founder of Alamo Solutions LLC, a boutique strategic business consulting firm. He founded and led the CanaryIslands and Gibraltar chapters of the American Chamber of Commerce and is a current member of the Board of Directors of the American Sustainable Business Council, the leading business organization in the U.S. serving the public policy interests of sustainable responsible companies, their customers and other stakeholders. He is also a member of the Board of Directors of HISPASAT, the leading satellite communications operator in Spain, Portugal, andLatin America and a member of Airbus Foundation Board of Advisors. In the public sector, he has worked with the governments of Lithuania, Gibraltar, and the United States, as well as numerous governors and mayors in Latin America.
Mr. Verde’s policy and private sector experiences have dovetailed in his efforts to promote sustainable global business practices and leadership development. He was a key advocate of Vice President Gore’s “The Climate Reality Project” and helped create its Spain and Argentina branches. Among other recognitions, he has been named for two consecutive years as one of the 100 Most Influential Hispanic Leaders in the Fight Against Climate Change, as well as one of the TOP100 Disruptive Managers and Leaders of 2021. He was also invited to participate in the UN ClimateConferences, COP25 and COP26. He currently presides over the Advanced Leadership Foundation, a nonprofit organization based in Washington, D.C. that seeks to identify and develop the next generation of business, social, and political leaders from around the world.
Mr. Verde is a doctoral candidate in Economics at the Universidad Camilo José Cela in Madrid, Spain, where he is investigating green economy strategies for small island nations. He holds a master’s degree in Public Policy from Harvard University and a Bachelor of Arts in Political Science and International Relations from Boston University, and was elected to the Alumni Board of Directors at Harvard University’s Kennedy School of Government. In addition, Mr.Verde has been decorated as a knight by the Sovereign Order of the Ecumenical Knights of Rhodes and Malta, and his work has been recognized by Pope Francis.
Mr. Verde travels widely in support of multiple endeavors. In his free time, Mr. Verde enjoys horseback riding, hiking and is also an avid marathon runner.
Mr. Sierra, a founding partner of Torino Capital, a New York investment banking firm, has over 26 years of experience in the financial markets. He worked for ten years at ABN AMRO Bank in New York, first as trader of the EM Portfolio for Latin America and later as Director of EM Fixed Income Sales for Latin America.
Mr. Sierra subsequently moved to Dresdner Kleinwort and led the EM Retail Solutions Team for the Americas. In addition to his leadership role at Torino, Mr. Sierra is deeply committed to the region and participates in several policy advisory and regional development groups. He is recognized by Torino clients as a valuable resource providing investment insights into the region.
Oscar works running international multinational companies in the Higher Education sector, in the markets of EMEA, Latin America and the United States.
Oscar Aguer is CEO of the Online Higher Education Businesses at Planeta Formación y Universidades at Grupo Planeta (a leading group in the Spanish market in Publishing, Media, and Higher Education businesses).
Prior to Grupo Planeta, and based in Miami, USA, Oscar served as Senior Vice President & COO at Whitney International (ILUMNO Corporation) a leading corporation in education, and he was the former President at ILUMNO Foundation.
Prior to Whitney International he served as CEO to several leading companies in their sector such as UOC -Open University in Catalonia-, GECSA a leading European consulting training firm specialized in e-learning, THR Innovative Tourism Consultants, and prior to this he held senior positions at PwC during 12 years.
He is currently a Business Partner at BAE Ventures, a capital fund specialized in the tourism sector, and a former co-founder and co-owner of Penta Partners, an international company that provides business acceleration solutions and services through innovative technology in the hospitality industry.
Ms. Tamayo has 20 years of international business, management consulting, business development, and investment experience, with a proven track record in a variety of sectors, including commercial real estate and telecommunications. She has worked with institutional investors, private companies, high-net-worth individuals, and government agencies in the United States and emerging markets.
Yrene Tamayo is the Managing Director of Lambert Advisory, having led multiple transactions with an aggregate value of over US$ 2BN. Her focus in the consulting practice as a former Investment Director is to bring value by understanding and executing the right legal, financial and business structure that generates risk-adjusted returns for the different stakeholders of any project.
Yrene is a member of the Advisory Board of the ILumno Foundation. Previously, she was a member of the Board of Directors of the Eisenhower Fellowships. She was also a member of the Boards of Directors of the Colombian Association of Private Equity Funds (ColCapital) and the Venezuelan American Chamber of Commerce of the United States.
Prior to joining Lambert, she was Managing Director of CNS Global Advisors. Prior to that, she was Managing Director and Executive Vice President of Bricapital (Chief Investment Officer), a Miami-based private equity firm focused on the hospitality sector in the United States, the Caribbean, and Latin America. She has also held executive positions that took her to work in other continents, such as the Middle East and India.
Yrene holds a Master's Degree in Real Estate Development and a Master's Degree in Business Administration from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University in Ft. Lauderdale, Florida. She also has postgraduate studies in logistics and commerce from the Merchant Marine Institute of Venezuela, and different designations and certifications, among them CCIM (Certified Commercial Investment Member). Ms. Tamayo holds a degree in International Relations from Universidad Central de Venezuela.