{"id":3906,"date":"2024-12-03T22:25:22","date_gmt":"2024-12-03T22:25:22","guid":{"rendered":"https:\/\/tiempocapital.com\/test\/?p=3906"},"modified":"2024-12-03T22:25:22","modified_gmt":"2024-12-03T22:25:22","slug":"phillip-hackleman-alexandra-valentin-and-juan-carlos-freile-found-a-new-multi-family-office-in-miami","status":"publish","type":"post","link":"https:\/\/tiempocapital.com\/test\/insights\/press\/phillip-hackleman-alexandra-valentin-and-juan-carlos-freile-found-a-new-multi-family-office-in-miami\/","title":{"rendered":"Phillip Hackleman, Alexandra Valentin, and Juan Carlos Freile Found a New Multi-Family Office in Miami"},"content":{"rendered":"\n<p>Originally published by&nbsp;<a href=\"https:\/\/www.fundssociety.com\/en\/news\/business\/philip-hackleman-alexandra-valentin-and-juan-carlos-freile-found-a-new-multi-family-office-in-miami\/\" target=\"_blank\" rel=\"noreferrer noopener\">Funds Society<\/a>&nbsp;in their business news section<br>Author&nbsp;Marcelo Soba<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/tiempocapital.com\/wp-content\/uploads\/2024\/06\/press-post-01-1024x512.jpg\" alt=\"Phillip Hackleman, Alexandra Valentin, and Juan Carlos Freile Found a New Multi-Family Office in Miami\" class=\"wp-image-2448\" srcset=\"https:\/\/tiempocapital.com\/test\/wp-content\/uploads\/2024\/06\/press-post-01-1024x512.jpg 1024w, https:\/\/tiempocapital.com\/test\/wp-content\/uploads\/2024\/06\/press-post-01-600x300.jpg 600w, https:\/\/tiempocapital.com\/test\/wp-content\/uploads\/2024\/06\/press-post-01-300x150.jpg 300w, https:\/\/tiempocapital.com\/test\/wp-content\/uploads\/2024\/06\/press-post-01-768x384.jpg 768w, https:\/\/tiempocapital.com\/test\/wp-content\/uploads\/2024\/06\/press-post-01-1536x768.jpg 1536w, https:\/\/tiempocapital.com\/test\/wp-content\/uploads\/2024\/06\/press-post-01.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul>\n<li><strong>The firm, which already has approximately $320 million in assets under management, aims to reach $500 million in the next two months, with the goal of reaching $1 billion within the next year<\/strong><\/li>\n\n\n\n<li><strong>\u201cOur work at J.P. Morgan allowed us to develop an excellent relationship with clients from Puerto Rico, and our experience in the industry also helped us forge connections with families from Venezuela, Colombia, Mexico, and Argentina,\u201d added Valentin<\/strong><\/li>\n\n\n\n<li><strong>Additionally, the bankers mentioned that Hackleman\u2019s participation as the third partner is crucial for managing investment operations and strategy<\/strong><\/li>\n\n\n\n<li><strong>The multi-family office will create selected and customized portfolios for each client with all types of alternative products<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Former&nbsp;<strong>J.P. Morgan<\/strong>&nbsp;bankers&nbsp;<strong>Alexandra Valentin<\/strong>&nbsp;and&nbsp;<strong>Juan Carlos Freile<\/strong>&nbsp;joined forces with&nbsp;<strong>Phillip Hackleman<\/strong>&nbsp;to establish the&nbsp;<strong>multi-family office Tiempo Capital<\/strong>&nbsp;in Miami.<\/p>\n\n\n\n<p>The company has been registered with the&nbsp;<strong>SEC<\/strong>&nbsp;as an&nbsp;<strong>RIA<\/strong>. However, the partners distinguish between the regulatory status and the services they provide.<\/p>\n\n\n\n<p>\u201cWe like to be known as a multi-family office because our work is more selective, both in terms of clients and the operations we undertake,\u201d&nbsp;<strong>Valentin<\/strong>&nbsp;told Funds Society.<\/p>\n\n\n\n<p>The firm, which already has approximately&nbsp;<strong>$320 million in assets under management<\/strong>, aims to reach&nbsp;<strong>$500 million in the next two months<\/strong>, with the goal of reaching $1 billion within the next year,&nbsp;<strong>Freile<\/strong>&nbsp;told.<\/p>\n\n\n\n<p>The client profile consists of&nbsp;<strong>Latin American families residing both in the U.S. and in the southern region<\/strong>.<\/p>\n\n\n\n<p>\u201cOur work at J.P. Morgan allowed us to develop an excellent relationship with clients from Puerto Rico, and our experience in the industry also helped us forge connections with families from Venezuela, Colombia, Mexico, and Argentina,\u201d added Valentin.<\/p>\n\n\n\n<p>Additionally, the bankers mentioned that Hackleman\u2019s participation as the third partner is crucial for managing investment operations and strategy.<\/p>\n\n\n\n<p>\u201cPhillip has extensive experience in investment matters,\u201d Freile commented.<\/p>\n\n\n\n<p>Regarding custodians, Tiempo Capital will work with J.P. Morgan, \u201cdue to the great trust that has been built\u201d during their experience at the firm. However, they also diversify custody with Northern Trust and Morgan Stanley.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>A Vision Towards Alternatives<\/strong><\/h2>\n\n\n\n<p>Tiempo Capital emerged from clients\u2019 need to invest in a more diverse range of products than those offered by wirehouses.<\/p>\n\n\n\n<p>Freile described that the multi-family office will create selected and customized portfolios for each client with all types of alternative products. The goal is to expand the universe of alternative offerings that banks have.<\/p>\n\n\n\n<p>For this reason, the firm\u2019s partners mentioned that they will work with direct investments such as Real Estate, Private Equity, among others.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About the Partners<\/strong><\/h2>\n\n\n\n<p>The three partners, Juan Carlos Freile, who serves as CEO, Alexandra Valentin, as Chief Strategy Officer and Head of the Puerto Rico business, and Phillip Hackleman, as Chief Investment Officer, are recognized in the industry for their extensive careers.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Juan Carlos Freile<\/strong><\/h2>\n\n\n\n<p>Before founding Tiempo Capital, he was an executive director and banker at J.P. Morgan Private Bank, where he advised wealthy individuals and families in the United States, Puerto Rico, and Latin America, managing over $2 billion in client relationships.<\/p>\n\n\n\n<p>During nearly 15 years at J.P. Morgan, he led an integrated team that provided customized wealth management solutions, including investments, wealth structuring, fiduciary services, philanthropy, banking, and credit. Previously, he worked in Investment Banking at Goldman Sachs &amp; Co. in New York, advising and executing for Latin American institutional clients on Fixed Income, Currency, and Commodity trading and hedging solutions.<\/p>\n\n\n\n<p>He obtained his degree in Economics and History cum Laude from Dartmouth College in Hanover. He also studied at University College London as a Research Scholar of early 20th-century financial history. Over the last decade, he achieved the CFA charter holder designation and is a member of the CFA Society of Miami.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Alexandra Valentin<\/strong><\/h2>\n\n\n\n<p>She was an executive director and banker in the Miami office of J.P. Morgan Private Bank, where she led the expansion of Puerto Rico and the team covering the Island. Under her leadership and guidance, J.P. Morgan became one of the largest custodians of high-net-worth assets on the Island, according to information provided by the firm.<\/p>\n\n\n\n<p>Alexandra began her financial services career in 2003 and spent over a decade covering ultra-high-net-worth families in Latin America at UBS International.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Phillip Hackleman<\/strong><\/h2>\n\n\n\n<p>He has experience managing various strategies, including Long-Short Equity, Global Macro, Classic Asset Allocation, Liability Management through Currency Arbitrage, and Absolute Return Fixed Income.<\/p>\n\n\n\n<p>Before founding Tiempo Capital, he was a portfolio manager at a global multi-family office. He also worked for a Swiss global family office with $5.5 billion in AUM, participating in the investment committee representing the North American office. Previously, Philip worked at a multi-family office of a Fortune 500 founder, focusing on growth capital and real estate investments.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Originally published by&nbsp;Funds Society&nbsp;in their business news sectionAuthor&nbsp;Marcelo Soba Former&nbsp;J.P. Morgan&nbsp;bankers&nbsp;Alexandra Valentin&nbsp;and&nbsp;Juan Carlos Freile&nbsp;joined forces with&nbsp;Phillip Hackleman&nbsp;to establish the&nbsp;multi-family office [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":2448,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[],"featured":[36],"_links":{"self":[{"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/posts\/3906"}],"collection":[{"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/comments?post=3906"}],"version-history":[{"count":1,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/posts\/3906\/revisions"}],"predecessor-version":[{"id":3907,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/posts\/3906\/revisions\/3907"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/media\/2448"}],"wp:attachment":[{"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/media?parent=3906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/categories?post=3906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/tags?post=3906"},{"taxonomy":"featured","embeddable":true,"href":"https:\/\/tiempocapital.com\/test\/wp-json\/wp\/v2\/featured?post=3906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}