Becon Investment Management

BECON Investment Management

We are an exclusive independent third-party distributor focused on the Latin American markets and US Offshore.

BECONSCIOUS

Of the resources necessary to be successful in a region as large and fragmented as Latin America. The growth opportunity for your company could be substantial but the region is vast and challenging to navigate.

BECONVINCED

That BECON is your right partner for the Americas. We can build a durable and sustainable franchise including the most challenging and lesser-known intermediary channel.

BECONCERNED

About the wellbeing of your brand and corporate culture. We have decades of experience working for world class investment managers, so we understand the importance of your corporate values.

BECONNECTED

At BECON we are an extension of your team, and you will be an extension of ours. We encourage your collaboration at every step along the way and believe the key to success is constant communication and partnership.

BECONFIDENT

That your firm will be represented with the highest standards by a proven and tested team.

We are a tested team with a proven track record achieving market leadership status for some of the world's leading investment managers.

One of our key differentiators is our proven ability to build a durable and sustainable intermediary business for your firm across the Americas whilst additionally servicing and developing institutional relationships.

The intermediary channel in the Americas is one of the most challenging to develop and requires exceptional local knowledge and deeply rooted relationships. We have operated in the following key markets for decades: Argentina, Uruguay, Paraguay, Chile, Brazil, Peru, Colombia, Venezuela, Ecuador, Bolivia, Panama, Caribbean, Mexico and US Offshore.

FOR
PROFESSIONAL
INVESTORS

Our team has spent decades building relationships with professional investors from a variety of backgrounds including institutional pension funds, private banks, brokerage houses, insurance providers, family offices, and independent financial advisors. We know how important it is for you to work with a partner that truly understands your business and your needs. Your time is precious, and we will ensure that every contact with BECON adds value.

We represent a handful of the world’s leading investment managers. Our boutique representation approach allows us to offer you different perspectives and capabilities which creates the conditions for a deeper relationship. Working with a firm with a local presence that can provide you with multiple best-in-class solutions for your client's portfolios will simplify your relationships with the myriad of providers seeking your attention.

Complete portfolio analysis by professionals certified by the CFA Institute.
Regular investment updates via email, conference calls, and webinars, in addition to regular office visits to ensure you have the latest perspectives and industry trends.
Global due diligence events and investment forums in which you will hear directly from Portfolio Managers entrusted with your client's assets.
Regular roadshow events in your country with the investment managers we represent.

Frederick

BATES

MANAGING PARTNER

José

NOGUEROL

MANAGING PARTNER

Florencio

MAS

MANAGING PARTNER

Lucas

MARTINS

JUNIOR PARTNER

Juan

FAGOTTI

JUNIOR PARTNER

Joaquín

ANCHORENA

SENIOR INTERNATIONAL SALES REPRESENTATIVE

Kevin

PEREZ

BI BUSINESS ANALYST

Santiago

MARROCCO

INTERNATIONAL SALES REPRESENTATIVE

Alexia

YOUNG

INTERNATIONAL SALES REPRESENTATIVE

BUSINESS
AREAS

Retail Distribution

As a premier fund distribution firm catering to both the retail and institutional markets, BECON offers access to a comprehensive range of mutual funds to suit the diverse needs of investors.

In the retail market, BECON prides itself on delivering accessible and tailored investment options for financial advisors. Whether you are a seasoned advisor or just starting your investment journey, our team of seasoned wholesalers is dedicated to helping you achieve your investment goals. We provide access to a diverse lineup of mutual funds across various asset classes, including equities, fixed income, money market, and alternative investments. Our clients benefit from our personalized approach, as we strive to understand their specific investment objectives and risk tolerance to discuss the most suitable mutual funds for their portfolios.

Institutional Distribution

For the institutional market, BECON brings a wealth of experience and expertise to serve the unique needs of pension funds, endowments, foundations, and other institutional investors. We understand the importance of customized investment strategies and superior risk management practices for institutional clients. Our dedicated institutional team works closely with these clients to design investment solutions that align with their long-term objectives, regulatory requirements, and risk parameters. Whether it's optimizing portfolio diversification, managing liquidity needs, or maximizing risk-adjusted returns, we provide a comprehensive suite of mutual funds tailored to institutional investors.

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BECON - Investment Management

HEADQUARTERS | BUENOS AIRES

Jerónimo Salguero 3350
Buenos Aires, Bs As 1425 · Argentina

info@beconim.com

MIAMI

777 Brickell Ave., 5th Floor
Miami, FL 33131