Our Team

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.

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.

Arun Kaul, CFA, CIO at OTG Asset Management, guides the firm’s investment strategy and oversees portfolio construction. He has built a career as a hands-on portfolio manager with deep expertise in equities, fixed income, and multi-asset strategies. His work spans institutional and private clients, with a focus on delivering disciplined, research-driven investment solutions.

Mr. Kaul is also President and CIO of AK Global Investment Management, LLC, d/b/a Boutique CIO, a firm he founded in 2018. His earlier roles include Chief Investment Strategist at Chicago-based Mainstreet Advisors (now part of Fifth Third Bank), which managed over $4 billion in assets primarily for community banks and their private clients; President and CIO of a Boca Raton–based $2 billion RIA and investment consultancy for family offices and private clients; and Principal, Co-CIO of Hillsdale Investment Management, Inc., a firm he and its founder grew from inception to over $500 million, managing long/short and traditional equity, high-frequency trading, and income hedging strategies.Mr. Kaul has extensive portfolio management experience managing equities, bonds, multi-asset strategies and hedge funds; overseeing manager of managers platforms; performing diligence on hundreds of private market strategies covering private equity, debt and real estate.

Mr. Kaul brings over 30 years of industry experience, is a frequent speaker at conferences and corporate events, writes in certain trade magazines and has mentored dozens of graduates from universities across the country through the firm’s rigorous internship program covering all aspects of equity analysis.