Xevi Moreno Tarrés Email & Phone Number

Spain

Member of the Andorra International Reserves Management Commission appointed by the Andorra Government | Manage International Reserves according to International Monetary Fund (IMF) | International Reserves custodied in different Central Banks | Strengthen public finances | Aligned with AFA - Andorran Financial Authority | Managing risk | Portfolio monitoring

Member of the committee of the Andorran pension reserve fund, as an independent expert | Long-term investment strategy | Define the ALM | External mandates | Portfolio and managers monitoring | Alternative/Private equity/illiquid Assets | Real Estate | Implement ESG strategy

Madrid, Comunidad De Madrid, Es

Define the investment strategy | Define and implement the Private Equity program in Buyout, Growth, Venture, Secondaries, Infrastructures and Direct Lending | Working in innovation and with insurtech companies to look for synergies | Manage the capital optimization under Solvency II | Responsibility in the company's balance | Lead and coordinate professional teams of front office, middle office & back office | Adapt the resources available in order to establish priorities | Analyze competitors and their products | Collaborate with commercial improving the commercial tools | Unit Linked | Negotiate contracts and commercial agreements with suppliers | Adapt, expand and improve systems and processes with the help of technology to optimize resources and reduce costs | Analyze the markets and looking for opportunities | Define the ALM | Analyze and select the vehicles to invest through | Ensure a superior investment performance within the constraints

Zierbena, Bizkaia, Es

Member of the Board of Directors | Member of the Strategic Committee | Analysis and approval of growth projects | Partners and strategic alliances | Approval and budget monitoring | Renewal Energy | Manufacturing wind towers

Us

Lead, coordinate, analyze, define and evaluate investment opportunities | Expert in different asset classes like bonds, stocks, funds, ETFs, private equity, derivatives and real estate | Financial markets | Macroeconomics | ALM | Insurance companies | Lead a highly specialized teams in such areas like investment/management, accounting, administrative and commercial | P&L Accountability | Automate systems and improve processes with a clear focus on saving costs and optimizing resources | Family Office | Define and implement the strategy in real estate | Managing more than 700 millions Euros in different buildings between Barcelona, Madrid and Lisbon | Leading the asset management, transaction, development, property and facility departments | Offices, Residential, Hotels, Reatil | Actually looking for opportunities to implement all my experience and knowledge

Zurich, Zurich, Ch

Define the investment strategy | Manage the capital optimization under Solvency II | Responsibility in the company's balance | Lead the investment budget | Lead and coordinate professional teams of front office, middle office, back office, commercial, analysts and real estate | Lead multidisciplinary teams in different projects | Adapt the resources available in order to establish priorities | Analyze competitors and their products | Collaborate with commercial to obtain and sell the most innovative and demanded products by customers, improving the commercial tools | Negotiate contracts and commercial agreements with suppliers, customers and strategic partners | Adapt, expand and improve systems and processes with the help of technology to optimize resources and reduce costs | Manage the Real Estate department buying, selling, refurbishing and renting different buildings and retail | Analyze the markets and looking for opportunities | Define the ALM | Analysis and select the vehicles to invest through | Ensure a superior investment performance within the constraints

Madrid, Es

At MdeF I had the opportunity to lead teams locally and at distance. In addition, to have direct contact with clients has allowed me to understand and adapt the resources available in order to establish priorities. As a General Manager of a small company I had the opportunity to understand the shareholders’ needs, develop strategic plans to improve and growth the business, evaluateand decide upon key investments in equipment, infrastructure and talent. Working and understanding many different tasks all of them interlinked.MAIN TASKS• Responsible for the coordination, management and supervision of the professional team as well as the allocation and distribution of tasks and responsibilities• Analysis of client’s needs and alignment of investments to such needs• Managing, analyzing and assessing the search for financial investment• Developing a methodology for the fund picking (quantitative and qualitative)• Opportunities and producing investment proposals for clients (Financial Investments, Private Equity and Real Estate)• Responsible for updating clients on house views and portfolio changes• Responsible for in-house monthly markets committees and weekly review of client’s investment portfolio committees• Responsible for the relationship with several Government Agencies, Bank of Spain, CNMV (the Spanish regulator), as well as for Money-laundering and Data Protection audits• Responsible for IT solutions. Cloud, Servers replication data, Security, local network, Office 365, Terminal Server,...

Paris, Fr, Fr

At AXA I learnt the work methodologies of a multinational company. I also acquired the knowledge to manage, in an independent way, the clients and companies portfolios. Multidisciplinary work with different departments and countries in certain projects.MAIN TASKS• Responsible for the management of Fixed Income Pension plans• Responsible for the analysis, management and risk control of Life and non-life assets portfolios• Direct collaboration with the marketing and commercial departments in the development of new products to the client’s network• Definition and planning of IT projects• Analysis of the accounting impact and of the valuation of the different products

New York, Ny, Us

At Morgan Stanley my responsibilities were mainly at commercial level. They enabled me to learn the different methods used for attracting clients, carrying out selective campaigns andthe importance of “word of mouth” and referrals.MAIN TASKS• Client attraction• Investment advice and buying & selling of securities• Market analysis and monitoring• Portfolio construction and asset allocation for clients

Bilbao, Vizcaya, Es

Understanding and valuating complex products. I also had the opportunity to start working in the Fixed Income area where I could put into practice my theoretical knowledge on interest rates and structured products.MAIN TASKS• Management and valuation of derivatives instruments for all funds• Management of fixed income for all investment and pension funds• Design in accordance with sales department, development and management of guaranteed funds

Barcelona, Barcelona, Es

I learnt the day-to-day of portfolio accounting and how to prepare a report for clients and official bodies.MAIN TASKS• Accounting of investment funds• NAV calculation of the investment funds• Production of reports for clients• Compile and elaborate documentation for CNMV

2009, Executive Mba

Licentiate Degree, Mathematics

Ciia - Cerfitied International Investment Analyst, Inversiones Y Títulos Valores

Cefa - Certified European Financial Analyst, Inversiones Y Títulos Valores