At the 12th Annual Private Wealth Latin America & Caribbean Retreat, Nestor Macias, our Head of Financial Products LATAM Sales, joined a panel discussion on “Active Ways to Invest in Non-Traditional Assets – Reshaping Our Thinking” alongside Juan Pablo Amézquita, Chief Investment Officer at Proaltus Capital Partners (Moderator); Andy Mark, Senior Vice President and Product Strategist at PIMCO; Ahmad Al-Sati, President and Portfolio Manager at Gemcorp Capital Advisors LLC; and Jonathan Combeau Lopez, VP of Wealth Management at Credicorp.
The panellists discussed how investors are reassessing traditional portfolio models and incorporating new approaches to diversification. Nestor spoke about the role of structured products in this context, noting that they offer a range of customisation options, such as choice of underlying asset, tenor, liquidity, and payoff profile, allowing investors to tailor exposure to their specific objectives and market views.
Nestor highlighted how risk management features, including buffers and downside protection, can make structured products adaptable to different market environments. “Structured products can introduce asymmetries that help reduce correlation with traditional asset classes,” he explained, “and that can be valuable when building diversified portfolios.”
In a separate roundtable session, “The Role of Structured Products in an Investment Portfolio,” Nestor and William Serrano, our Financial Product LATAM Sales, discussed current market dynamics and investor interest across the region. The conversation touched on the types of flows seen in the market, areas of innovation such as crypto-linked products, and the importance of transparency and flexibility in product design.
Both sessions underscored a shared focus among participants: finding practical ways to adapt investment strategies to a changing environment and exploring the tools that can help manage risk while maintaining opportunity for growth.
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