About Us
Your Vision, Our Expertise
Are you ready to launch your investment venture? Our team of seasoned professionals is dedicated to guiding you through the complex process of setting up your investment company.
From initial concept to full operationalization, we provide comprehensive consulting services tailored to your specific needs.
Our Services
- Entity Formation:
- Choosing the optimal legal structure (LLC, corporation, partnership, etc.)
- Drafting comprehensive operating agreements and bylaws
- Filing necessary paperwork with regulatory authorities
- Regulatory Compliance:
- Navigating complex securities laws and regulations
- Adhering to industry standards and best practices
- Implementing robust compliance programs
- Fund Structuring:
- Designing investment strategies and objectives
- Selecting appropriate fund structures (hedge fund, mutual fund, private equity fund, etc.)
- Developing investment policies and procedures
- Operational Setup:
- Establishing back-office functions (accounting, administration, risk management)
- Implementing robust investment management systems
- Developing investor relations and reporting strategies
- Fundraising and Investor Relations:
- Creating compelling investor presentations and marketing materials
- Developing investor relations strategies
- Assisting with fundraising efforts
- Due Diligence and Risk Management:
- Conducting thorough due diligence on investments
- Implementing risk management frameworks
- Developing contingency plans
Why Choose Us?
- Deep Industry Expertise: Our team has a proven track record in setting up and managing investment companies.
- Customized Solutions: We tailor our services to meet your unique needs and goals.
- Regulatory Compliance: We ensure that your investment company adheres to all applicable regulations.
- Efficient Processes: We streamline the setup process to minimize time and costs.
- Strong Client Relationships: We build long-lasting relationships with our clients based on trust and transparency.
Ready to Get Started?
Contact us today to discuss your investment company setup project. We'll provide a comprehensive assessment of your needs and develop a tailored plan to achieve your goals.
Team
J. JOSE PEDREIRA
Mr. Pedreira has over 30 years of experience in global financial markets, including 25 years as a portfolio manager and 15 years directly involved in trading and risk management. Prior to founding Waypoint Asset Management, Mr. Pedreira was a partner and co-founder of Forum Asset Management and Forum Capital Management, investment management firms specializing in global emerging markets. Previously he was a partner at Columbus Group, where he was the portfolio manager to the Columbus Venezuela Fund and the Columbus Emerging Opportunities Fund. Mr. Pedreira spent eight years with Merrill Lynch where he was a managing director and the head of emerging markets trading in New York. Mr. Pedreira started his professional career in Citibank where he worked in different areas of the bank in different locations worldwide.
Contact Mr. Pedreira
Tel: (203) 658-7007
AMERICO DA CORTE
Mr. Da Corte has over 35 years of experience in trading, risk management, and business development in emerging markets. Prior to joining WAM Mr. Da Corte was a partner and co-founder of Forum Asset Management where he was responsible for risk management, compliance, and operations. Prior to Forum, Mr. Da Corte was a Managing Director for the Darby Overseas Fixed Income Fund (Emerging Markets Credit) in Washington D.C. From 1990 to 1999, he held various positions at ING Barings where he initially joined as a senior trader in the Emerging Markets Fixed Income group and later took on the position of Head of Emerging Markets Global Trading. Additionally, he was responsible for the Proprietary Trading Group that invested in non-emerging markets distressed assets and was a member of the ING Barings Financial Markets Committee.
Contact Mr. Da Corte
Tel. (203) 658-7002