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Entrepreneur, incubator, strategic thinker, and deal-oriented finance executive with international experience advising firms how to define, build and execute strategies that drive growth. Solid track-record of exceeding sales goals, building global networks, and raising $10B capital from investors. Passionate about alternative investments, portfolio construction, risk management and strategies that deliver consistent absolute returns. Lead client-dedicated teams at top-tier domestic and global firms, ranging from an economic think tank to an equity asset manager (Baron Capital), large multinational banks (Banamex/Citi, JPMorgan, and UBS) and my own financial services advisory firm. Participate in industry events as a panelist and moderator. Podcaster.Extensive experience working with family-owned businesses, corporations, and institutional investors. Inspired by financial innovation, private markets, impact investing in renewable energy, energy efficiency, infrastructure, and education. Enjoy helping firms build highly profitable businesses and cross-border teams. Interests originate from a deep understanding of capital-raising, structuring, negotiations, capital markets, private equity, venture capital and mergers and acquisitions. Serve as an advisor to the MIT Golub Center for Finance and Policy; a financial services marketing agency, madandwall; a leading fintech alternative credit fund, HCG; and non-profit organizations. Co-founder of Magicticity.com
Capitalaxōn
View- Website:
- capitalaxon.com
- Employees:
- 21
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Founder And Managing PartnerCapitalaxōnNew York, Ny, Us -
Founder And Managing PartnerElecta Capital Partners Nov 2016 - PresentNew York, New York, Uswww.electacapital.comElecta Capital Partners is focused on bringing innovative and unique alternative assets, direct investments, and specialty managers to sophisticated investors around the globe. We develop collaborative relationships with managers who seek to capitalize on transformative and disruptive trends. -
Head Of Financial InstitutionsBaron Capital Group, Inc. May 2009 - Aug 2016New York, New York , UsLong-term Investors • Research DrivenBuilt and led successful top-producing teams focused on US and International investors, insurance companies, banks, trusts, and wealth management organization, raising assets threefold year-over-year from existing and new clients.Developed strong relationships with top management at key financial institutions in the US and abroad reaching billion-dollar agreements with institutional investors, and opened channels with third-party sales organizations for capital-raising across Europe and Latin America.As an Institutional Sales Director, my responsibilities included raising capital from consultants, pensions, endowments, and foundations. Created best-in-class Institutional Client Service team. Led International Sales and Global Private Clients team to build a prospecting platform. Built and led teams focused on investor relations for institutional, sub-advisory clients, wrap fee programs and institutional Separately Managed Accounts.Conducted market research to determine sales and marketing approach. Designed effective processes to minimize response time and improve client experience.Supervised international product registration of newly designed vehicles for offshore Funds and UCITS. Developed new investment vehicles for European, Brazilian, and US investors. -
Institutional Sales DirectorBaron Capital Group, Inc. Jun 2007 - Apr 2009New York, New York , Us -
International Sales And Global Private Clients DirectorBaron Capital Group, Inc. Aug 2006 - Jun 2007New York, New York , Us -
Executive Director, Wealth ManagementUbs Jul 2004 - Aug 2006Zurich, ChBusiness Development and Senior Client AdvisorRepresented US and Swiss platforms, implemented a consultative sales approach to the investment advisory business. Provided advice on credit facilities, capital markets, private equity, private credit, and long-only strategies, in addition to wealth planning alongside external advisors.Worked closely with corporate finance teams consistently winning business from competitors. -
Practice Leader, Investment Banking, Private Banking GroupJ.P. Morgan Jan 2001 - Jul 2004New York, Ny, UsIB PB Focus Group - Northeast U.S. Private Banking - Team Leader and Member of the Latin America Executive Committee. Investment Banking Private Bank Focus Group - Northeast US Private Banking - Team Leader and Member of the Latin America Executive Committee. Targeted and acquired new business for the JPMorgan Private Bank among Investment Banking and Capital Markets clients undergoing corporate transition events. Maintained expert-level knowledge of traditional and alternative investments, credit, and fiduciary services. Trained, coached, and managed team.As senior banker for Latin America, managed P&L and became clients’ “first call” banker and investment advisor. Consolidated business and increased client revenue two-fold by cross-selling funds, private equity and hedge funds.Investment Specialist, Self-Directed Investment desk, Latin America. Provided strategic and tactical investment portfolio recommendations to ultra high-net-worth clients in fixed income, equity, and alternative investments. -
Senior BankerJ.P. Morgan Jan 2000 - Dec 2000New York, Ny, Us -
Investment Specialist, Self-Directed Investments DeskJ.P. Morgan Apr 1997 - Dec 1999New York, Ny, Us
Carla Avila Skills
Carla Avila Education Details
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Mit Sloan School Of ManagementMba Investment Management -
Universidad Iberoamericana, Ciudad De México
Frequently Asked Questions about Carla Avila
What company does Carla Avila work for?
Carla Avila works for Capitalaxōn
What is Carla Avila's role at the current company?
Carla Avila's current role is Founder and Managing partner.
What is Carla Avila's email address?
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What is Carla Avila's direct phone number?
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What schools did Carla Avila attend?
Carla Avila attended Mit Sloan School Of Management, Universidad Iberoamericana, Ciudad De México.
What are some of Carla Avila's interests?
Carla Avila has interest in Education.
What skills is Carla Avila known for?
Carla Avila has skills like Asset Management, Alternative Investments, Equities, Investments, Hedge Funds, Portfolio Management, Asset Allocation, Business Development, Private Banking, Fixed Income, Capital Markets, Wealth Management.
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