Excel Capital | Regional Placement Agent

Your path to Latam

XLC is one of the largest and most experienced distributor of foreign mutual funds and placement agent of alternative funds in the Andean Region

We advise our partners with regards to strategy, positioning, market opportunities and regulatory requirements in the Andean Region

Our Company

Experienced team of professionals with a proven track record of +10 years working together successfully and +$20 billion raised in mutual funds, ETFs and alternative funds

Team

Approach based on direct local presence with senior teams and local offices in Chile, Peru, Colombia, Argentina, Uruguay and Mexico, which covers all institutional investors, including Pension Funds, Insurance Companies, Asset Managers, Wholesale and Family Offices

Carolina Gómez C.

Director

Head of Distribution - Colombia & Peru
+57 (314) 630-7609
cg@excelcapital.com
Carolina Gómez Cardona is the Head of Distribution for Colombia and Perú. She has more than 16 years of experience in the financial market, both in product distribution and portfolio management. Previously she worked as Head of Sales at LarrainVial, Head of Equity and Alternatives at AFP Protección, and International Equity Trader at Bancolombia. Carolina has a degree in Economics and an MBA from EAFIT University.

Carolina Gómez C.

Director

Head of Distribution - Colombia y Perú
+57 (314) 630-7609
cg@excelcapital.com
Carolina Gómez Cardona es la Directora de Distribución para Colombia y Perú. Cuenta con más de 16 años de experiencia en el mundo financiero, tanto en distribución de productos como administración de portafolios. Previamente se desempeñó como Head of Sales en LarrainVial, Directora de Renta Variable y Alternativos en AFP Protección y Trader de Renta Variable en Bancolombia. Carolina es Economista y tiene un MBA de la Universidad EAFIT.

Cristian "Toro" Reynal

Partner

Country Head - Argentina & Uruguay
ctr@excelcapital.com
Cristián “Toro” Reynal es Managing Director de XLC en Argentina y Uruguay. Anteriormente se desempeñó como director comercial en Schroders, donde los activos más que duplicaron durante su estadía. Previo a eso pasó 8 años en MFS, primero en Buenos Aires como comercial siendo lideres en cuota de mercado y luego en Londres como gerente. Ha estado cubriendo el segmento de banca privada en el Cono Sur hace más de 10 años. Toro estudió Economía en la Universidad de San Andrés.

Cristian "Toro" Reynal

Partner

Country Head - Argentina & Uruguay

ctr@excelcapital.com

Cristián "Toro" Reynal is Managing Director at XLC for Argentina & Uruguay. He was former sales director at Schroders, where he doubled region’s AUM during his stay. Prior to that, he spent 8yr at MFS, first based in Buenos Aires where they led the region's market share and later in London as internal sales manager. Toro’s been covering the wholesale market in the Southern Cone for +10 years.

He studied Economics at Universidad de San Andres.

Paula Caraa

Executive Assistant

+56(2) - 23075700
pc@excelcapital.com

Paula Caraa is Executive Assistant at XLC.
Previously, she worked as Commercial Assistant at Fabrimetal. Before that, Paula worked as Executive Assistant to the Vice President of Cam Chile SpA for 10 years.
Paula Caraa holds a B.S. in English

Spanish Translation at Escuela Latinoamericana de Idiomas and in Executive Assistance at Manpower.

Paula Caraa

Asistente Ejecutiva

+56(2) - 23075700
pc@excelcapital.com

Paula Caraa es Asistente Ejecutiva de XLC.
Anteriormente, se desempeñó como Asistente Comercial en Fabrimetal. Previamente, Paula fue Asistente de Vicepresidencia en Cam Chile SpA por 10 años.

Paula Caraa posee el título de Traductora Inglés – Español de Escuela Latinoamericana de Idiomas y Asistente Ejecutiva Bilingüe de Manpower.

Agustina de los Reyes

Sales Director

(+598) 2518-2944
adlr@excelcapital.com
Agustina de los Reyes es Directora de Ventas de XLC para Uruguay. Anteriormente trabajó en Citi Asesores de Inversión durante ocho años, donde supervisó y lideró el asesoramiento en inversiones para casi 100 asesores y 6bn de AUM. Antes de eso, pasó 3 años en Integración AFAP como analista de inversiones. Durante ese tiempo, también trabajó en la redacción de la sección económica del periódico local, El País. Anteriormente pasó cinco años en Willis Towers Watson, donde tuvo experiencia y diferentes roles en servicios de consultoría para empresas multinacionales.. Estudió Economía en la Universidad de la República Oriental del Uruguay.

Felipe Cárcamo

Partner

Head of Mutual Fund Distribution
+56 (2) 2307-5721
fc@excelcapital.com
Felipe Cárcamo is Director at XLC. Previously, he worked as Sales Director of Institutional Distribution at BTG Pactual, covering mutual funds and alternative products. Before that, he worked as Equity Fund Selection at AFP Habitat, the largest pension fund in Chile, Institutional Sales for Dimensional Fund Advisors at Capital Advisors and Client Relationship Manager in Santander Asset Management. Felipe Cárcamo holds an MBA from Pontificia Universidad Católica de Chile and B.A. in Engineering from Universidad de Chile.

Daniel Jara

Associate

+56 (2) 2307-5736
dj@excelcapital.com
Daniel Jara is Associate at XLC Administradora General de Fondos, working in the Accounting department. Previously, Daniel worked as a financial auditor and internal control in BDO Auditores y consultores Ltda, conducting audits of financial statements in similar industries and analysis for internal control procedures. Daniel Jara holds a B.S. Audit Accountant and Management Control from Universidad Catolica de Temuco.

Alejandro Duartes R.

Associate

+56 (2) 2307-5708
ad@excelcapital.com
Alejandro Duartes supervise the accounting of XLC Administradora General de Fondos and the calculation of the VL of the Funds. Previously, he worked in Asset Management in the areas of Middle Office, Back Office and NAV calculation of mutual funds and investment funds in BTG Pactual Chile. Previously, Alejandro worked as a mutual and investment accountant in Larraín Vial. Alejandro has more than 11 years of experience related to accounting in AGFs. Previously, he worked as a cost accountant in companies in the productive sector. Alejandro Duartes holds a B.S. Audit Accountant and Management Control Engineering from Universidad de Chile.