Sergio Miguez, Caia, Frm, Cesga, Efa Email and Phone Number
With +25-years of Investment experience and leader of Teams doing Due Diligence on Alternatives/Private Assets (Private Equity, Private Debt, Hedge Funds, Real Assets, a.o.). In 2018, Sergio co-founded "Alternative Ratings", an Independent Analysis Boutique specialized in Alternative Investments in Private Markets. Alternative Ratings provides top-notch Due Dilligence 360; Consultancy, ESG, Alternative Analytics & Monitoring services. Targets for our Solutions are "Professional Investors" (Family Offices, Endowments, Foundations, Fund Selectors & Private Banks, etc.) mainly based in Spain, Latam, UK & Switzertland.On the other hand, Sergio remains involved in various Research initiatives and Financial Educational projects for various Business Schools like IEB & Escuela FEF (Madrid) and OBS (Barcelona), a.o.
Alternative Ratings
View- Website:
- alternativeratings.com
- Employees:
- 5
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Founding Partner And Lead DirectorAlternative RatingsMadrid, Es
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Founding Partner & Lead DirectorAlternative Ratings Mar 2018 - PresentMadrid Area, Spain
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Alternative Investments ProgramsEscuela Fef May 2022 - PresentMadrid, Community Of Madrid, Spain -
Faculty Of Professors & Research Department Member.Ieb Sep 1998 - PresentMadrid Area, SpainFocus on Alternative Investments & Financial Markets/Portfolio Management/Advisory.Examples of Studies Published:• “Nuevos Modelos de Negocio en Asesoramiento Financiero tras MIFID-II”. IEB_EFPA January 2017. (Study Director & Co-author). •“New Savings Trends in Spain. A Demoscopic Study”. Aestimatio International Journal of Finance. December 2016.• “Una nueva hoja de ruta para el ahorro”. Observatorio IEB_Inversión 2014, 2015 & 2016. (Co-authored). http://www.ieb.es/servicios/dept-investigacion/perspectivas-de-ahorro/ -
Chief EconomistEfpa Spain Jul 2018 - Jul 2019Madrid Area, Spain -
Institutional Relationships Manager & ConsultantEfpa Spain Jun 2015 - Jul 2018Madrid Area, SpainResponsible for the institutional liaison between EFPA España and the various financial institutions, public administrations & other stakeholders in the financial advisory & financial planning activities throughout Spain.The European Financial Planning Association (EFPA España) is an independent entity, affiliated to EFPA Europe, devoted to the promotion of the best professional practices of financial advisors & planners.
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Caia Iberia ChapterCaia Association Oct 2008 - Jan 2016IberiaMember of the Executive Committee representing the interests of CAIA Members in Iberia (Spain & Portugal). From 2008 - 2013 Sergio was Chair at CAIA Iberia which he co-founded in September 2008.(He was one of the very first to have earned the CAIA designation in Spain back in 2006) -
Chief Investment Officer & Managing Director (Lazard Gestión Sgiic)Lazard Asset Management Apr 2012 - Jun 2013Madrid Area, SpainChief Investment Officer at Lazard Wealth Management Spain & Managing Director at Lazard Gestión SGIIC. -
Cio Absolute Return Investment Strategies - Asset ManagementBanco Sabadell Mar 2004 - Apr 2012Madrid Area, SpainFrom 2004 - 2009 responsible for investments in AI - Hedge Funds (accumulating a +10-years experience in due diligence, fund picking & portfolios construction).In addition to that from 2009 responsible for various other key institutional portfolios with direct investments under an Absolute Return philosophy. Common feature behind his tenure at Sabadell was the search for capital preservation and absolute returns through the integration of robust Alternative Investment Managers & Styles within the portfolios. -
Managing DirectorAtlantico Fondos Sgiic 2001 - 2004Top Management position at Banco Atlántico Asset Management with assets increasing from €1.1B to €1.9B in only 3 years. Other significant accomplishments were a centralized expansion and monitoring of Alternative Investments, in particular Hedge Funds for the Wealth Management offshore Units based all over Latin America
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Cio Equities InvestmentsAllianz Popular Asset Management 1997 - 2001Sergio took various "front-office" positions while at Allianz Popular Asset Management, formerly known as Sogeval SGIIC (Banco Popular Group). Last and most relevant of them was his responsability as Head of Equity Investments.
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Legal & Finance DepSiemens 1992 - 1997Various positions in both Legal & Finance Departments always mainly serving as a liaison for international projects between Siemens Units in Germany and Spain
Sergio Miguez, Caia, Frm, Cesga, Efa Education Details
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Business Administration - Bwl
Frequently Asked Questions about Sergio Miguez, Caia, Frm, Cesga, Efa
What company does Sergio Miguez, Caia, Frm, Cesga, Efa work for?
Sergio Miguez, Caia, Frm, Cesga, Efa works for Alternative Ratings
What is Sergio Miguez, Caia, Frm, Cesga, Efa's role at the current company?
Sergio Miguez, Caia, Frm, Cesga, Efa's current role is Founding Partner and Lead Director.
What schools did Sergio Miguez, Caia, Frm, Cesga, Efa attend?
Sergio Miguez, Caia, Frm, Cesga, Efa attended Ieb, University Of Tübingen, Universidad Pontificia Comillas.
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