
Pablo Kaufmann
Director, Investments, Private Client Services Latin America

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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 2002Director, Investments, Private Client Services Latin AmericaDirector Investments, Private Client Services, Latin America 19992002 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 2008Executive 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 2014Partner 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 - nowManaging DirectorDuet 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 - nowCo-Founder and CFO/COOLaunched 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.webp)
Series 3
Financial Industry Regulatory Authority (FINRA)Jun 2016
Languages
- enEnglish
- spSpanish
- frFrench
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