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>

<p>&nbsp;</p>

<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>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><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>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>Jose Ignacio&nbsp; joined Octogone as a Senior Wealth Manager.</span></span></p>

<p><span><span>Prior to that, he spent two years at Goleta Fund, a Luxembourg Sicav Fund as Head of Business development. </span></span></p>

<p><span><span>Previously, he spent 5 years working at&nbsp; Highmount Capital &nbsp;&nbsp;(New York)&nbsp; &nbsp;and &nbsp;JP Morgan (New York) in the International Private Banking sector covering high and ultra-high net worth private clients.</span></span></p>

<p><span><span>He started his career in Ixe- Banorte Grupo Financiero in Mexico City.</span></span></p>

<p><span><span>Jose Ignacio holds a Bachelor degree in Economics at Universidad Anahuac, Mexico City </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>