OUR TEAM

<p><span><span>James Giraldo joined Octogone Group as a partner in 2014 and is currently based in Miami.</span></span></p>

<p><span><span>He started his career at Chase Asset Management in New York as a portfolio manager and a member of the investment policy committee for institutional and private banking clients. He was sent to Switzerland and became the Senior Investment Officer for Latin America and Southern Europe as well as running US Dollar strategy. After that he joined the investment boutique Guyerzeller Bank with USD 31 Billion under management as head of Latin America and in charge of building their institutional and asset management business in the region. When Guyerzeller Bank was acquired by HSBC he was made Business Sector head and Managing Director for the Southern Cone for HSBC in Latin America. </span></span></p>

<p><span><span>James is currently taking courses in Sustainable Finance and Impact Investing at Harvard University. He is a passionate student of the global economy, markets and their relevance to the design of investment strategies. </span></span></p>

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<p><span><span>University of Pittsburgh, Pennsylvania – Bachelor of arts and science in international Economics and Finance</span></span></p>

<p><span><span>University of Urbino, Italy – Italian Literature</span></span></p>

<p><span><span>INSEAD, <span lang="EN-US"><span>Fontainebleau</span></span> – Management Development Program</span></span></p>

<p>Jean-Marc joined Octogone in September 2013 as Managing Director. Prior to that, he spent five years as a member of the Executive Committee of the Banque de Dépôts et de Gestion, a subsidiary of the UBI Banca di Banche Italiane Group, where he held various leadership roles, particularly finance and relations with regulators. He previously worked as manager of a Family Office in Geneva, after spending six years with Schindler and several years at KPMG in Geneva and Zurich.</p>

<p>He holds a Master of Science (MSc) from the University of Lausanne (Faculty of Hautes Etudes Commerciales) and a Bachelor of Law in Swiss Law (Blaw).</p>

<p>Jean-Marc is also the Director of Fininvesta SA.</p>

<p><span><span><span><span><span><span><span lang="EN-US"><span><span>Nic&nbsp;Corsetti, who has worked in the financial services sector for more than 20 years,&nbsp;<span>joined </span></span></span></span></span></span></span></span></span></span><span lang="EN-US"><span><span>Octogone Advisors (Cayman) Ltd. - formerly Clairmont Advisors (Cayman) Ltd. - </span></span></span><span><span><span><span><span><span><span lang="EN-US"><span><span><span>in 2017 as a Senior Client Adviso<span>r and head of the Cayman office.</span></span></span></span></span></span></span></span></span></span></span></p>

<p><span><span><span><span><span><span><span lang="EN-US"><span><span>Previously, he was the General Manager of EFG Bank, Cayman Branch and a&nbsp;<span>Director of EFG Wealth Management (Cayman) Ltd. In this joint role, Nic&nbsp;<span>managed a team of 19 employees while also providing banking and investment advisory&nbsp;<span>services to a group of clients that he brought to EFG.</span></span></span></span></span></span></span></span></span></span></span></span></p>

<p><span><span><span><span><span><span><span lang="EN-US"><span><span>Prior to that, Nic&nbsp;was the Chief Operating Officer at Admiral Administration Ltd.&nbsp;<span>(now part of the Maitland <span>Group), a Cayman based fund administration company. From&nbsp;<span>2000 - 2008, he served as the Deputy Managing Director and Head of&nbsp;<span>Treasury and Asset Management at Bank Austria Cayman Islands Ltd. (now part of the<br />
<span>UniCredit Group). Nic started <span>in career at Deloitte &amp; Touche as an audit senior&nbsp;<span>working in both the Detroit and Grand Cayman offices.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p>

<p><span><span><span><span><span><span><span lang="EN-US"><span><span>He holds both Bachelors of Business Administration and Masters of Accounting&nbsp;<span>degrees from the Stephen M. Ross School of Business at the Unive<span>rsity of&nbsp;<span>Michigan. Nic&nbsp;earned his CPA in the state of Michigan in 1997 and earned his&nbsp;<span>CFA Charter in 2004.</span></span></span></span></span></span></span></span></span></span></span></span></span></p>

<p>Mikkel worked as a currency dealer and proprietary trader from 1993-2001 for Credit Suisse and CS First Boston in New York. He has been with Octogone since 2001, first as an advisor on currency hedging strategies and later managing internally seeded funds. He opened the Miami office in 2016 and brings 25 years of experience successfully managing risk and delivering consistent returns for private clients. Licensed Series 65.</p>

<p>Mikkel is a Graduate of Yale University (BA) and Boston University (MA).</p>

<p>After founding Octogone Advisors (Cayman) Ltd. - formerly Clairmont Advisors (Cayman) Ltd. -&nbsp;in 2016, Benjamin Hein joined Octogone NA in 2020.</p>

<p>Previously, he&nbsp;<span lang="EN-US">was <span>Chief Operating Officer and investment committee member at BigSur Partners, a Miami-based multi-family office. </span></span><span lang="EN-US"><span>H</span></span>e also&nbsp;<span lang="EN-US">worked as a senior analyst and senior portfolio manager before becoming President and Chief Investment Officer at EFG Capital Advisors.&nbsp;</span></p>

<p><span lang="EN-US"><span>He holds a B.A. degree from Columbia University and an M.A. degree from The Paul H. Nitze School of Advanced International Studies (SAIS) of The Johns Hopkins University.&nbsp; He also holds the following professional certifications and designations:&nbsp; Chartered Financial Analyst, Certificate in Investment Performance Measurement, and CERTIFIED FINANCIAL PLANNER - TM.</span></span></p>

<p><span><span>Anita joint Octogone NA in July of 2020. Previously, she was a Senior Client Advisor at Clairmont Advisors, where she started in April of 2019, after retiring from 35 years working for Citibank. </span></span></p>

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<p><span><span>Prior to joining Clairmont Advisors Anita worked at Citi Private Bank in Miami, covering ultra high network clients from Venezuela. In her role as Director and Private Banker she worked closely with investment counselors and investment specialists in bringing to bear the full spectrum of Citi products and services including, investment management, derivatives, structured notes, trust services, lending, foreign exchange, and alternative investments. Anita holds FINRA Series 7 and 66 licenses.</span></span></p>

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<p><span><span>Anita began her career at Citi in 1984, when she joined the local branch of Citi in Mar del Plata, Argentina.&nbsp; In 1990 she relocated to New York to Citi International Personal Banking and in 1994 she joined Citi Private Bank as a Service Officer working with the unit head.&nbsp;In 1997, she moved to Miami where she later became a Private Banker in 1998. </span></span></p>

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<p><span><span>Anita received her MS in Biology from Universidad Nacional de Mar Del Plata and an MS in Finance from the Chapman Graduate School of Business at Florida International University.</span></span></p>

<p><span><span><span><span><span><span><span><span><span lang="EN-US"><span><span>Volker joined Octogone NA in August 2020. Previously, he&nbsp;served as the Director Representative and Office Head for UBS AG in Colombia for 8 years. He&nbsp;has over 16 years of private banking experience, working in leading roles with private banks of distinguished reputations like Merrill Lynch, Wegelin &amp; Co. and UBS AG managing Ultra High Net-Worth families in Colombia and Mexico. </span></span></span></span></span></span></span></span></span></span></span></p>

<p><span><span><span><span><span><span><span><span><span lang="EN-US"><span><span>Volker&nbsp;holds a Bachelor of Business Administration from Universidad de la Sabana with a combined degree from the University in Colombia and FH Muenster: University of Applied Sciences in Germany.</span></span></span></span></span></span></span></span></span></span></span></p>

<p><span><span>Sebastian joined Octogone NA in 2020. Previously, he was Partner and Senior Portfolio Manager for Clairmont Advisors, where he worked&nbsp;since its inception.&nbsp;</span></span></p>

<p><span><span>Prior to that, he worked as Director&nbsp;covering High Net Worth families in Latin America for&nbsp;</span></span><span><span>UBS Private Bank and he managed Colombia Capital, a new issuer development program, for the Colombian stock exchange.&nbsp;From 2008 to 2011, Sebastian worked as an Associate at SG Hambros Bank &amp; Trust (Bahamas) advising HNW individuals and families on wealth management structures and investment strategies.</span></span></p>

<p><span><span>He holds a B.S. from Universidad de los Andes in Bogota in Business Administration (2005), a Master’s in Advanced Finance from IE Business School in Madrid, Spain (2011) and an Executive MBA from Cornell University (2015).</span></span></p>

<p><span><span>A Colombian national, Sebastian speaks fluent Spanish and English. </span></span></p>

<p>Gabriela worked in private banking (Citibank) and money transfer (Intermex) as a department head. She is currently responsible for all client due diligence and onboarding, as well as all regulatory and compliance matters and liaison with custodians and clientele for reporting, documentation and KYC.</p>

<p>Gabriela is a Graduate of Florida International University (BS, MS Finance) and licensed Series 65.</p>