Pablo Kaufmann

Pablo Kaufmann

Director, Investments, Private Client Services Latin America

Followers of Pablo Kaufmann614 followers
location of Pablo KaufmannNew York, New York, United States

Connect with Pablo Kaufmann to Send Message

Connect

Connect with Pablo Kaufmann to Send Message

Connect
  • Timeline

  • About me

    Asset Mgmt professional- over 20 years of experience in Portfolio Mgmt, Sales and Operations

  • Education

    • Boston University

      -
      Bachelor’s Degree Economics
  • Experience

    • Oppenheimer & Co. Inc.

      Jan 1999 - Jan 2002
      Director, Investments, Private Client Services Latin America

      Director Investments, Private Client Services, Latin America 19992002 Established a reputation for continuously handling increasing responsibilities, such as structuring product formation and alternative investments selection; as well as in executing trading strategies and portfolio construction for high net-worth individuals and middle-market institutions Acquired a large and diverse client base Successfully optimized productivity and profitability, and surpassed production goals in every year Show less

    • Oppenheimer & Co. Inc.

      Jan 2003 - Jan 2008
      Executive Director Investments

       Acted as a financial advisor to some of the largest hedge funds and institutions in the United States, Europe, and Latin America as well as HNWI for Latin America. Introduced 20 major tier-1 and-2 Institutional accounts to the broad spectrum of the Oppenheimer product platform Played a lead role in advancing book of business by 25% and AUM by $75MM during financial crisis of 2008

    • AI Capital Management LLC

      Jan 2008 - Jan 2014
      Partner

       Planned and coordinated international expansion, as well as in established new business opportunities and expanded assets under management Performed comprehensive analyses on investment opportunities, including the structuring of ideas and directing the trading Responsible for handling diverse accounting responsibilities, such as recording cash balances and portfolio positions with several prime brokers Led efforts in achieving 40% of savings by streamlining the commission pay-out, consequently boosting the bottom-line of firm Ensured the forecasting of cash inflows and outflows related to portfolio financing, margin requirements, and liquidity analysis by co-developing reporting Rendered oversight to high-volume trading for the firm proprietary account and client accounts Show less

    • Duet Group

      Jan 2014 - now
      Managing Director

      Duet Group is a global asset management firm which manages over $5.5Bln in assets across Hedge Funds, Long-Only Funds and Private Equity

    • PAMPITA LLC

      Jul 2016 - now
      Co-Founder and CFO/COO

      Launched a high-end Argentine butcher shop which opened in May 2017. As a hands-on co-founder, was responsible for sourcing location, negotiating contracts, managing vendors and contractors, as well as day to day finances of the business

  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Sept 2020
    • Series 3

      Financial Industry Regulatory Authority (FINRA)
      Jun 2016