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Welcome to FlexFunds Roadshows & Events

At FlexFunds, our financial experts conduct exclusive international roadshows visiting several key markets. Our solutions cater to asset and portfolio managers, investment advisors, broker-dealers, fund managers, and other financial sector professionals.

Book your meeting now

Upcoming events

2-3
December
Live Roadshow
Buenos Aires
Create an investment fund with no structuring costs
Book your meeting
2-3

Dec

Live Roadshow
Buenos Aires
Create an investment fund with no structuring costs
Book your meeting

Get ready for a
Roadshow in your city

Live Roadshow
Montevideo
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Live Roadshow
Mexico City
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Live Roadshow
Miami
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Live Roadshow
Houston
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Live Roadshow
Panama City
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Live Roadshow
São Paulo
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Live Roadshow
Santiago
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Live Roadshow
New York
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Hand in hand
with the best professionals

Hand in hand with
the best professionals

Our financial experts have over 30 years of experience in setting up and launching investment vehicles (ETPs).

emiliomb

Emilio Veiga Gil

pablomb

Pablo Gegalian

alanmb

Alan Pergierycht

rodrigomb2

Rodrigo Tobo

tomasmb

Tomás Guzmán Simpfendorfer

wilsonmb

Wilson Gomes

emilio

Emilio Veiga Gil

tomasdk

Tomás Guzmán Simpfendorfer

rodrigo

Rodrigo Tobo

alan

Alan Pergierycht

pablo

Pablo Gegalian

wilsondk

Wilson Gomes

How do you schedule a meeting?

Select the city of your convenience
Request a meeting
Our team will contact you to coordinate
1

Select the city of your convenience

2

Request a meeting

3

Our team will contact you to coordinate

Why choose FlexFunds?

Our solutions will allow you to have an investment vehicle (ETP) to set up your strategy in record time and in a cost-efficient way. Our ETPs facilitate raising international capital for your investment project, providing access to multiple private banking platforms, and improving your distribution capacity.

Learn how to set up and issue ETPs in half the time and cost of other market alternatives with FlexFunds.

With more than 250 ETPs issued and 200 clients worldwide, FlexFunds is a leading provider in setting up and launching investment vehicles (ETPs). A more efficient, agile, and flexible alternative than any other structure to repackage assets such as traditional investment funds, AMCs, UCITs, SICAVs, among others.

Save time

Reduce lead times when issuing your ETP; in approximately six weeks you will be able to launch it to the market.

Administrative efficiency

The maintenance costs of your ETP are less than half of the other alternatives in the market.

Flexibility in portfolio composition

Our ETPs securitize liquid and illiquid assets.

Bankability: Facilitate global distribution

Eases access to custody and trading platforms.

Who is the target audience?

hedge funds

Hedge Funds & Broker Dealers

advisors

Investment Advisors

portfolio

Portfolio
Managers

family

Family
Offices

other

Other financial professionals

Know our products

Allows asset managers to provide access to their investment strategies via listed exchange-traded products. An efficient alternative to conventional investment fund creation.

Solution details

Provides large customers with the administration of their bespoke issuer of exchange-traded products, allowing for more flexibility and customization.

Solution details

Allows asset managers to securitize private shares of a fund to enhance global distribution through a Euroclearable listed security.

Solution details
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Ready to begin?

Our representatives will answer any questions and help you choose the best solution for you.

Talk to an expert
Talk to an expert

We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC (“FlexFunds ETP”), which acts as Calculation Agent, and FlexFunds Ltd. (“FlexFunds Ltd”), which acts as the Arranger/Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:

Independent entities. FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively (“the Issuers”), responsible for the issuance of Notes under the Global Note Programs (“the Notes”). The business and activities of each company are different, although all of them are interdependent and necessary for the Global Note Programs.
Coordinated Activities. FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs (e.g. the Issuers, asset managers, investment vehicles, issue and paying agent, auditor, trustee and legal counsel of each). However, each of the entities is responsible for its own duties and activities in the process.
Not Broker-Dealer or Investment Adviser. Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise.

© 2022 FlexFunds – 1221 Brickell Ave., Suite 750. Miami, Fl 33131, USA – + 1 305 420 6168

Agende sua Reunião

Preencha o formulário e nossa equipe entrará em contato para coordenar a data, local e horário da reunião.

Emilio
Veiga Gil

Executive Vice President and Chief Marketing Officer

Emilio serves as Executive Vice President and Chief Marketing Officer for FlexFunds. Emilio brings over 15 years of B2B and B2C international marketing expertise in Financial Services, Banking and CPG. Among others, Emilio has occupied senior marketing roles at multinational industry leaders such as MoneyGram International and Dean Foods Corporation. He has led multicultural teams in four continents and developed international marketing and revenue growth initiatives in more than 50 countries worldwide. Emilio holds a BSBA in Economics earned at St. Louis University, an MBA and a Graduate Marketing degree both from ESADE Business & Law School in Barcelona and an Executive MBA, with High Honors distinction, from The University of Chicago, Booth School of Business.

Pablo
Gegalian

Regional Director Southern Cone
Pablo Gegalian is FlexFunds’ Regional Director for the Southern Cone region, where he provides advice on new business developments, structuring, commercial strategy, and financial engineering. Pablo has extensive experience in the management and analysis of financial markets. He has served as a portfolio manager of securitized financial funds and has held research and strategy analyst positions. He was awarded an Economics degree from Universidad Argentina de la Empresa.

Alan Pergierycht

Gerente de Estruturação Internacional

Alan ocupa o cargo de Gerente de Estruturação Internacional na FlexFunds. Ele oferece seu conhecimento e serviços aos clientes durante o processo de vendas e due diligence, bem como após a emissão das notas. Ele graduou-se em economia pela Universidade de Buenos Aires e especializou-se em finanças por meio dos exames CFA. Com mais de 10 anos de experiência no setor financeiro, ele desempenhou funções como analista financeiro, research e gerenciamento de portfólio.

Rodrigo
Tobo

Regional Director Americas
Rodrigo serves as the Regional Director for the Americas. In this role, he is focused on helping Asset Managers in the region to create customized investment vehicles. He brings to FlexFunds years of experience in finance, operations management, and B2B business development in the Latin American Market. Rodrigo holds a BBA in Finance from the University of Miami.

Tomas Guzman Simpfendorfer

Business Development Manager

Tomás Guzmán Simpfendorfer is our Business Development Manager for Chile, identifying growth opportunities and building strategic alliances with the region’s key clients. He graduated as a Civil Engineer with a mention in Finance from the University of Los Andes (CL). Tomás previously held leadership positions in developing local and offshore investment products and structures at Compass Group. He brings valuable experience and specialized knowledge to our team and every project he works on for our clients.

Wilson Gomes

Business Development Manager

Wilson Gomes, our Business Development Manager for Brazil, plays a crucial role in fostering business relationships, assessing market trends, and creating effective strategies for the growth of FlexFunds and its clients in Brazil. He brings over 15 years of sales experience acquired in leading financial companies such as Bloomberg and MarketAxess. Wilson holds a Bachelor’s degree in Business Administration from the Pontificia Universidade Catolica in São Paulo, Brazil, and has completed postgraduate studies at UC Berkeley.

Talk to an expert

Book your meeting

Complete the form, and our team will contact you to coordinate the date, place, and time of the meeting.

Alan Pergierycht

International Structuring Manager

Alan is the International Structuring Manager at FlexFunds. He provides his knowledge and service to clients during the sales and due diligence process, as well as after the issuance of the notes. Alan obtained his degree in economics from the University of Buenos Aires and has specialized training in finance through the CFA exams. He has over 10 years of expertise in the financial industry and has held positions as financial analyst, research and portfolio management.

FlexDual Portfolio Details

Dual Custody: Securitizes a strategy with listed assets in a Bank of New York Mellon & Interactive Brokers accounts

Applications

  • Bankability: Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
  • Custody of locally listed bonds
  • Design a mixed investment strategy of fixed income, equities, and derivatives

Advantages

  • Trading and custody platform with available leverage
  • Efficient subscription through Euroclear
  • Actively managed by a Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient
  • Flexibility in the choice of executing broker for underlying trades

FlexRegulated Portfolio Details

Securitizes a strategy with listed assets in an Interactive Brokers account targeting institutional and retail investors

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Regulated fund creation alternative

Advantages

  • Trading and custody platform with available leverage
  • European UCITs compliant
  • Market to institutional and retail investors
  • Actively managed by a Portfolio Manager
  • Market maker as part of the solution
  • Low value tickets
  • Cost efficient

FlexOpen Portfolio Details

Securitizes a strategy with listed assets in any custodian account

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Regulated fund creation alternative

Advantages

  • Manage portfolios from any major custodian
  • Introducing Broker Dealers maximize revenue from own trading fees structure
  • AUM remain on the introducer broker agreement
  • Efficient subscription through Euroclear
  • Actively managed by the Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient

FlexPortfolio Details

Securitizes a strategy with listed assets in a Bank of New York Mellon or Interactive Broker custodian account

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
  • Custody of locally listed bonds

Advantages

  • Efficient subscription through Euroclear
  • Actively managed by a Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient
  • Flexibility in the choice of executing broker for underlying trades
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Welcome to FlexFunds

We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC which acts as Calculation Agent, and FlexFunds Ltd, which acts as the Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:

  1. Independent entities. FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively, responsible for the issuance of Notes under the Global Note Programs.
  2. Coordinated Activities. FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs. However, each of the entities is responsible for its own duties and activities in the process.
  3. Not Broker-Dealer or Investment Adviser. Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise.

FlexFunds ETP may collect data about your computer or device, including, where available, your IP address, operating system and browser type, for system administration and other similar purposes.

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