Our Story

FlexFunds was founded in 2011 with the mission to provide unique and innovative solutions that facilitate the distribution and growth of investment products for asset managers. Today, FlexFunds is globally recognized as a best-in-class service provider for the administration of securitized assets.

$1.5+

billion
assets under service*

500+

issuances
in 30+ countries

200+

clients
around the world

*As of June, 2023

We support liquid and alternative investments for financial institutions around the world.

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Our Values

Culture is an incredibly important part of how we operate. We stand by five key pillars for success.
These ensure we’re all moving in the same direction, and encourage the business we continue to build.
Transparency
Team
Innovation
Trust & Respect
Customer centric

We are proud to share our FlexHits

The FlexFunds team shares many things, from professional milestones to personal accomplishments, team gatherings, socially impactful initiatives. The FlexHits is a small piece that reflects the spirit of working at FlexFunds beyond our offices.

We are proud to share our FlexHits

Meet Our Team

José Carlos González
Chief Executive Officer
Emilio Veiga Gil
Executive Vice President & Chief Marketing Officer
Rafael Paradas
Chief Compliance Officer & MLRO
Carlos
Carlos Andon
Director, Product Operations
Lorena Colmenares
Director, Governance, Business Services & IT
florencia
Florencia Trevisi
Senior International Legal Counsel
Carmen Torrealba
Finance & HR Director
Rodrigo Tobo
Regional Director Americas
Pablo Gegalian
Regional Director Southern Cone
andres
Andrés Idarraga
External Legal Counsel
Arun Dawani
Senior Legal Counsel
Talk to an expert

Meet Our Team

José Carlos González
Chief Executive Officer
Emilio Veiga Gil
Executive Vice President & Chief Marketing Officer
Rafael Paradas
Chief Compliance Officer & AMLRO
Carlos
Carlos Andon
Director, Product Operations
Lorena Colmenares
Director, Governance, Business Services & IT
florencia
Florencia Trevisi
Senior International Legal Counsel
Carmen Torrealba
Director, Finance & HR
Rodrigo Tobo
Regional Director Americas
Pablo Gegalian
Regional Director Southern Cone
andres
Andrés Idarraga
External General Counsel
Arun Dawani
Senior Legal Counsel
wilsonmb
Wilson Gomes
Business Development Manager
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Writing the FlexFunds success story

Alberto Pocaterra
Executive, Marketing & IT
Diego León
Manager, Product Operations
Bárbara Salgado
Senior Analyst, Finance & HR
Jorge Hernández
Manager, Marketing & CRM
Roxana Breda
Senior Analyst, Governance & Business Services
Miguel Quesada
Auditor, Governance & Senior Analyst, Business Services
Alan Pergierycht
Manager, International Structuring
Marianna López
Senior Manager, Marketing & CRM
Aluisio Ladeira Filho
Senior Executive, Product Operations
Daniel Delgado
Analyst, Governance & Business Services
Rebeca Casasola
Executive, Marketing & CRM
Victoria Montes
Deputy AMLRO
Melanie Nuñez
Legal Associate
Daphne Dhersy
Manager, Accounting
Tomás Guzmán
Manager, Business Development
tomasmb
Wilson Gomes
Manager, Business Development
wilsonmb
Luis Narváez
Junior Analyst, Compliance
Luis Fernando website (1)
Lucas Roldán
Manager, Business Development
Lucas Roldan website
Alberto Pocaterra
Executive, Marketing & IT
Diego León
Manager, Product Operations
Senior Analyst, Finance & HR
Finance Analyst
Jorge Hernández
Manager, Marketing & CRM
Roxana Breda
Senior Analyst, Governance & Business Services
Miguel Quesada
Auditor, Governance & Senior Analyst, Business Services
Alan Pergierycht
Manager, International Structuring
Marianna López
Senior Manager, Marketing & CRM
Aluisio Ladeira Filho
Senior Executive, Product Operations
Daniel Delgado
Analyst, Governance & Business Services
Rebeca Casasola
Executive, Marketing & CRM
Victoria Montes
Deputy AMLRO
Melanie Nuñez
Legal Associate
Daphne Dhersy
Manager, Accounting
Tomás Guzmán
Manager, Business Development
tomasmb
Wilson Gomes
Manager, Business Development
wilsonmb
Luis Narváez
Junior Analyst, Compliance
Luis Fernando website (1)
Lucas Roldán
Manager, Business Development
Lucas Roldan website
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Work with us

We are looking for resourceful, coachable, humble and extraordinary people to join our team. If that sounds like you, we’d love to talk:
 
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Ready to begin?

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

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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 – 800 Brickell Ave., Suite 1107. Miami, FL 33131, USA – + 1 305 420 6168

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José Carlos González

Chief Executive Officer
José is the CEO and founder of FlexFunds. He is also the co-founder and former director of Global X, a New York based provider of exchange traded funds. José was a key part to the success of Global X, making the company a reference as a provider of exchange traded funds that nowadays has surpassed $10 billion in managed assets across more than 60 different products. Throughout his career, José has acquired unique expertise in the asset management and brokerage business, having served in roles at Prudential Securities, MAPFRE Inversion, and Banco Santander. José earned his Bachelor’s degree in Business Administration from Universidad Autónoma de Madrid.

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.

Rafael
Paradas

Chief Compliance Officer & MLRO

Rafael, the Chief Compliance Officer & MLRO at FlexFunds, has more than 12 years of experience in the Financial and Technology Industry. He is responsible for defining and implementing the organization’s regulatory compliance & AML policies. Rafael holds a degree in telecommunications engineering from the Universidad Católica Andrés Bello in Venezuela. He obtained the International Certification in Ethics and Compliance from UCEMA (Argentina) and is accredited as an Internationally Certified Compliance Professional by IFCA.

Carlos Andon

Director, Product Operations

Carlos is the Director of Product Operations. His experience has been crucial in automating critical architecture, policies, and procedures for FlexFunds. Carlos has overseen the establishment of trading lines with over 50 counterparties worldwide. He plays a key role in coordinating the global notes program with over USD 1.5 billion of assets under service.

Lorena Colmenares

Director, Governance, Business Services & IT

Lorena leads the Governance, Business Services & IT team at FlexFunds. She has over 14 years of experience managing customer relations across various industries. At FlexFunds, she focuses on managing our clients’ onboarding to our platform, collecting and analyzing Know Your Client (KYC) information, and requesting valuation backup and other documents pursuant to the program audit requirements. Lorena graduated in computer engineering from Universidad Centroccidental Lisandro Alvarado in Venezuela and has the PMI and Six Sigma Green Belt certifications.

Andrés Idarraga

External Legal Counsel

Andres is an attorney at Scale LLP and serves as an external general counsel for FlexFunds.  He has both in-house and Big Law experience. Andres began his career at Boies Schiller Flexner, representing clients in high-stakes antitrust, securities, and complex commercial litigations. He then served as general counsel and chief operating officer of FlexFunds from 2016 to 2018. Andres has also been a startup and non-profit founder. He has bachelor’s degrees from Brown University, a law degree from Yale University (which he attended as a Paul and Daisy Soros New American Fellow), and an Executive MBA from Northwestern University’s Kellogg School of Management.

Florencia Trevisi

Senior International Legal Counsel

Florencia Trevisi serves as Senior International Legal Counsel at FlexFunds. She is a lawyer, holding a degree from the Pontifical Catholic University of Argentina and a master’s degree in Law and Economics from the University of Torcuato Di Tella. Florencia began her professional career in law firms in Argentina and spent the last 10 years working as a Senior Lawyer at the international bank HSBC Bank Argentina. She has led legal projects in various areas and served as a key advisor to commercial and global banking teams, advising national and international companies on global trade and finance, financing, and complex transactions. Florencia is also a regulatory specialist focused on anti-money laundering, sanctions, and foreign exchange regulations and has been involved in global internal investigations. She became a certified coach in 2021 through Newfield Network to complement her legal expertise.

Carmen Torrealba

Finance & HR Director
Carmen is the Finance & HR Director at FlexFunds. She has more than 18 years of experience working in accounting, auditing, strategic and budget planning, and corporate finance. She began her professional career working at an external audit firm associated with PricewaterhouseCoopers. She has held management positions at internationally renowned construction companies. She obtained her Accounting degree at one of Venezuela’s most prestigious higher education institutions: Universidad Católica Andrés Bello.

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.

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.

Arun
Dawani

Senior Legal Counsel
Arun is Senior Legal Counsel at FlexFunds and qualified as a solicitor in England and Wales in 2005. He is responsible for transactional matters. Arun trained at Clifford Chance in London and has worked as an attorney at SJ Berwin in London, White & Case in London and Tokyo and Nomura in Tokyo. He has also been seconded to Deutsche Bank in London and Aozora in Tokyo. In all roles, Arun has focused on bank lending, structured finance, and derivatives. Arun holds a degree in medicine and surgery from the University of Birmingham and a post-graduate diploma in law and a post-graduate diploma in legal practice from BPP Law School in London. Arun is admitted as a solicitor of the Supreme Court in England and Wales.

Wilson Gomes

Business Development Manager

Wilson Gomes, nuestro Gerente de Desarrollo de Negocios para Brasil, juega un papel crucial en fomentar relaciones comerciales, evaluar tendencias de mercado y crear estrategias efectivas para el crecimiento sostenible de FlexFunds y sus clientes en Brasil. Posee más de 15 años de experiencia en ventas adquirida en compañías líderes en el sector financiero como Bloomberg y MarketAxess. Wilson tiene una Licenciatura en Administración de Empresas de la Pontificia Universidad Católica en Sao Paulo, Brasil, y estudios de posgrado en UC Berkeley.

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.

FlexDual Portfolio Details

Dual Custody: Securitizes a strategy with listed assets in a Bank of New York & 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 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
Logo All RGB FF Logo FF Pos H

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.

Settings
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Privacy Overview

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.