"A few years ago, I saw a huge emerging trend in Latin America, to include an alternative asset in Institutional and Private Wealth Clients’ portfolios. I wanted to participate actively in including that asset class within the portfolios that I was managing, however, at that moment, I felt I needed more expertise and background in order to analyze and take a more professional approach to the challenge. Fortunately, I found CAIA Association which provided certification to help me to feel more confident and prepared. I have been a CAIA member since 2016.”
Hugo Aravena, CAIA, CFA is responsible for Portfolio Solutions & Asset Allocation for advisory services and discretionary accounts of wealth management clients. BTG Pactual is the biggest Asset Manager in Latin America with USD $49.2b AUM and the biggest Wealth Manager of the region with USD $28b+ AUM. The investment philosophy of BTG has a strong focus in seeking to create alpha for clients where Alternative Assets currently have a tremendous role.
Aravena has 12 years of professional experience in investment banking. His experience includes Portfolio Manager of Equity, Balanced Mutual Funds, Derivatives and Liquid Alternative Strategies, as well as extensive experience working with wealth management clients and private bankers with whom he designed and implemented efficient portfolios and tailor-made solution for institutions, foundations, and wealth management investors with emphasis in multi-asset class solutions.
Aravena holds a MSc in Mathematical Finance from the University of Birmingham. He earned a bachelor's degree in Business from The University of Chile. Aravena is a Professor of Wealth Management and Advanced Portfolio Management at the University of Chile, a member of the Education Advisory Committee in the CFA Institute and a member of CFA Society Chile.