John Baragwanath

• Optimized resources for executives and business owners through over 30 years of financial market and stock market experience.
• Achieved returns of eight to ten percent on alternative investments, with Sharpe Ratios exceeding two.
• Constructed personalized portfolios aligned with clients' risk profiles to improve investment outcomes, consistently beating the benchmark.
• Managed sophisticated portfolios utilizing advanced AI tools and innovative strategies.
• Focused on Capital Preferente and Leaseback opportunities in Chile to enhance diversification.
• Specialized in portfolio construction, incorporating Activist Shortselling techniques.
• Provided clients security through investments backed by A to AA- rated insurance companies.
• Enabled clients to achieve above-market returns while ensuring financial peace of mind.
• Experience selling life insurance products
• Experience writing newsletters in regards to the US stock markets and the economy

Compute Points Used: 2799

• Created the financial advisory service
• Negotiated with EFG to provide services of offshore investing in Pershing
• Grew the business from myself and another founding partner to a business with 12 professional financial advisors, a bond trader, two assistants and a junior
• Grew the book to $450 million under management.
• Created an agreement with International Planning Group and sold some of the largest Insurance polices sold in Chile
• Traded a wide range of sophisticated investing products, including option strategies, Interest Only Bonds, Principal Only bonds apart from traditional investment products
• Advised on over 10 million UF of Capital Preferentes