On-the-Ground Team with Global Perspective
Our team brings together decades of experience in investment strategy, portfolio management, and client service. Combining global market insight with local expertise, we deliver tailored investment solutions.
Mauricio Alvarez
Chief Executive Officer, OTG Asset Management LTD
Mr. Alvarez started his career as an Investment Officer and Broker Dealer for Credibolsa Investments, a subsidiary in Bolivia of Credicorp Peru. In mid-2002, he joined Nacional de Valores, an investment firm of Banco Nacional de Bolivia, where he spent the next two years working as an Investment Advisor and Broker Dealer.
For several years, Mr. Alvarez moved to Chicago, Illinois, where he held several positions in the banking industry, including a position as an Assistant Vice-President and Branch Manager for MidAmerica Bank (later PNC Bank).
Prior to joining Strategic Asset Management Ltd., Mr. Alvarez was the Chief Executive Officer (CEO) and Chief Compliance Officer (CCOO for Mercantil Santa Cruz Agencia de Bolsa asset manager and broker dealer of Banco Mercantil Santa Cruz S.A. Currently Mr. Alvarez is the CEO of OTG Asset Management LTD and is the Portfolio Manager for the products offered through the Advisor.
Mr. Alvarez has a degree in economics from the Bolivian Catholic University and a specialization in Market Analysis and Portfolio Management from the Instituto de Estudios Bursátiles in Madrid, Spain.
Alejandro Lazo de la Vega
Head of Sales for Latin America and US
Before being named Head of Sales for OTG Asset Management LTD, Mr. Lazo de la Vega was the Chief Investment Officer (CIO) for the leading life insurance company in Bolivia. He also worked as a Portfolio Manager for Credifondo SAFI, S.A., a subsidiary in Bolivia of Credicorp Group. He has also held positions as a currency trader and operations manager for companies in Bolivia and the U.S.
Mr. Lazo de la Vega holds a BS in Business Administration from Barton College in Wilson, North Carolina and an MBA from the European School of Business with a specialization in Corporate Finance in Madrid, Spain.
Investment Committee
Our Investment Committee is comprised of five people, including the portfolio manager. We evaluate our investment prospects on a regular basis and continually review our portfolio holdings. The members have deep fundamental proficiency in evaluating companies, as well as experience managing capital and risk through multiple market cycles in Latin America. Our comprehensive knowledge of the history and culture of the region enables us to understand the political, social, cultural, and financial climate where we invest.