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Martin Laufer, CPA, CFA, TEP, CESGA®

Martin Laufer, CPA, CFA, TEP, CESGA®

Senior - Tax Department

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location of Martin Laufer, CPA, CFA, TEP, CESGA®Cayman Islands

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  • Timeline

  • About me

    Independent Director - Investment Funds

  • Education

    • CFA Institute

      2011 - 2015
      Investments and Securities

    • STEP (Society of Trust and Estate Practitioners)

      2012 - 2013
      Diploma in International Trust Management Trust Management

    • International College of the Cayman Islands

      2008 - 2009
      MBA Master of Business Administration

    • Escuela FEF

      2021 - 2021
      EFFAS Certified ESG Analyst Environmental Studies

    • Universidad de Buenos Aires

      1998 - 2003
      Certified Public Accountant Accounting - Finance - Tax

  • Experience

    • KPMG

      Feb 2003 - Jan 2007
      Senior - Tax Department

    • RBC Wealth Management

      Feb 2007 - Jul 2007
      Trust Accountant

      Full preparation of interim and year end accounts for a variety of structures including private trusts and institutional trusts for presentation to regulatory authorities, trust administrators and auditors.

    • CIBC

      Aug 2007 - Nov 2009
      Senior Trust Accountant - Cayman Islands

      Responsible for the preparation and review of complex financial statements for HNW clients with real estate, investment portfolios, hotels, shipping and other diverse assets.

    • BNY Mellon

      May 2010 - Dec 2016
      Fiduciary Fund Manager

      I was responsible for providing fiduciary services and overseeing all of the administration, accounting, custodian and investment aspects performed by BNY Mellon affiliated offices and third party investment managers for funds under trusteeship and administration.

    • Maples Group

      Feb 2017 - Apr 2023
      Independent Director

    • Channel Capital

      Apr 2023 - now
      Fund Director

  • Licenses & Certifications

    • Certified Public Accountant

      Consejo Profesional de Ciencias Económicas de la Ciudad Autónoma de Buenos Aires
      Dec 2007

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

    • Trust and Estate Practitioner

      STEP – Advising Families Across Generations
      May 2013

    • Certified Environmental, Social and Governance Analyst CESGA®

      EFFAS - The European Federation of Financial Analysts Societies
      Jan 2022

  • Honors & Awards

    • Awarded to Martin Laufer, CPA, CFA, TEP, CESGA®
      Quartetly Achievers Award for Exceptional Performance CIBC Bank and Trust Company (Cayman) Limited Jul 2009