Company Spokespersons
Javier Chaves Bolaños President Mr. Chaves holds a Masters Degree of Political Science from Ohio State University and a MBA Degree with a major in Marketing and Finance from National University, as well as a Licentiate Degree of Law. Currently he is the President of Grupo Aldesa. Previously he served as General Manager of Aldesa Sociedad de Fondos de Inversión and New Product Development and Marketing Manager for Aldesa Puesto de Bolsa. In addition, he is a certified stock broker. Mr. Chaves served as a consultant in connection with the insurance market reform and has taught graduate economics courses at Universidad de Costa Rica as well as at the FUNDEPOS Stock Broker Training Course. Oscar Luis Chaves Bolaños Director, Investment Banking Mr. Chaves holds a Licentiate Degree of Business Administration with a major in Finance and a Masters Degree of Economics from the University of Florida. Currently he is a sponsor of Mercado Alternativo para Acciones (MAPA) organized by the Costa Rican Stock Exchange (Bolsa Nacional de Valores.) He also teaches at Instituto Centroamericano de Administración Bursátil (Indecab) and has offered seminars at different Stock Exchanges in Central America. Spokespersons Profiles 2
Lanzo Luconi Bustamante Director, Investment Funds Mr. Luconi holds a Licentiate Degree of Economics and an MBA Degree with a major in International Business. Since 1982 he has served in various capacities at Grupo Aldesa, including Investment Manager, Operations Manager, and Stock Broker. Mr. Luconi has taught at the Stock Broker Training Course from the Costa Rican Stock Exchange. Also, he taught the Portfolio Theory course at National University and has lectured on stock exchange topics and investment funds in Costa Rica and Central America. Fernando Rojas García Director, Finance and Marketing Mr. Rojas has been with Grupo Aldesa for over 18 years, serving in various positions including Investment Consultant, Portfolio Manager, Corporate Business Director, and Sales and Marketing Manager. He holds a Licentiate Degree of Business Administration and a Masters Degree of Economics, with a major in Banking and Capital Markets. He graduated from the Top Management Program of INCAE Business School and also has training and experience in marketing and communications. Spokespersons Profiles 3
Jorge Baltodano Parra Director, Aldesa Puesto de Bolsa Mr. Baltodano has extensive experience in financial and economic analysis and investment portfolio management, both locally and internationally. He is in charge of Aldesa Puesto de Bolsa s advisory unit. From that position he leads the team of brokers that advises our clients on a daily basis. He is an economist and holds an MBA degree from the University of Manchester. In addition, he is a Chartered Financial Advisor (CFA), appointed by the CFA Institute from Charlottesville, Virginia. Jorge Porras Zamora Trust Funds Manager Mr. Porras is in charge of Aldesa Trusts, a unit of Aldesa Sociedad de Fondos de Inversión. He leads the team that designs and administers trust plans and businesses tailored to client needs. He has over twenty years of experience in the trust field and has consulted with various companies and government agencies. He holds a Licentiate Degree of Political Science and is author of two books, El Fideicomiso en Costa Rica Nociones y productos básicos and Riesgo y mejores prácticas fiduciarias. Spokespersons Profiles 4
Armando Maroto Barrios Real Estate Funds Manager Armando serves as real estate funds manager at Aldesa Sociedad de Fondos de Inversión. He leads the coordination of all fund-related activities, management, and real estate purchase and sale and financial performance. Currently, Aldesa s real estate funds unit manages two instruments, the Revenue and Surplus Real Estate Fund and the Monte del Barco Real Estate Development Fund. Mr. Maroto holds a Degree of Economics and an MBA Degree from Universidad Católica de Chile. Pablo González Financial Funds Manager Mr. González, who holds a Business Administration Degree from Instituto Tecnológico de Costa Rica, is responsible for developing and managing financial investment funds at Aldesa Sociedad de Fondos de Inversión. He has been with Aldesa for over eight years and knows in depth Aldesa s business units and investors profile. Spokespersons Profiles 5
Adriana Rodríguez Avilés Investment Strategy Manager Ms. Rodríguez is responsible for Aldesa s Investment Strategy Unit, where the steps to be taken to design investment portfolios for Aldesa Puesto de Bolsa investors are analyzed and outlined. From her position she supports consultants in developing recommendations to be made to our investors. She is a Portfolio Manager with an Economics Degree from Universidad de Costa Rica. Spokespersons Profiles 6