Gustavo Catalán

Compass Group LLC (Compass) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Manuel J. Balbontín in 1995 and is a subsidiary of Compass Group Holdings, Inc., ultimately held by MNC Holdings Ltd. in Great Britain. Compass provides advisory services on a discretionary and non-discretionary basis to institutional clients through separately managed accounts and pooled investment vehicles.

Moneda SA Administradora General de Fondos (Moneda AGF) is the Chile-based investment management subsidiary of Moneda Asset Management SpA, which is owned by Patria Holdings Ltd. in Cayman Islands. The firm was founded by Pablo Echeverría Benítez in 1993. Headquartered in Santiago, Moneda AGF manages funds for private and institutional clients.

BICE Inversiones Administradora General de Fondos SA (BICE Inversiones) is the asset management subsidiary of Banco BICE SA, itself a subsidiary of Bicecorp SA (SSE: BICECORP) in Chile. Headquartered in Santiago, BICE Inversiones was founded in 1987 and offers investment funds, mutual funds and voluntary pension savings fund products and services.

Compass Group Chile SA Administradora General de Fondos (Compass Chile) is the investment advisory subsidiary of Compass Group Chile Inversiones II Ltda. y Cia En CPA, ultimately owned by Costanera Management Ltd. in Chile. Headquartered in Santiago, Compass Chile was founded by Jaime de la Barra in 1996 to manage locally-registered funds and advise institutional and private clients on global investments.

Part of LQ Inversiones Financieras SA, Banchile Corredores de Bolsa SA is a company that provides brokerage services. The company is based in Santiago, Chile. The Chilean company was founded in 1990. Hernán Arellano Salas has been the CEO of the company since 2016.

Principal Administradora General de Fondos SA (Principal AGF) is a fund management firm headquartered in Santiago, Chile. The firm was founded in 1961 and is a subsidiary of Principal CIA de Seguros de Vida Chile SA, which is owned by The Principal Financial Group, Inc. (NYSE: PFG) in the US. Principal AGF offers investment solutions to various types of clients.

Larrain Vial SA Corredora de Bolsa is the broker/dealer subsidiary of Larrain Vial SA in Chile. Headquartered in Santiago, the firm was founded in 1954 and provides execution services to institutional clients.

Penta Capital de Riesgo SA (Penta Capital) is the fund management subsidiary of Empresas Penta SA in Chile, established in 1986 by Carlos Alberto Délano and Carlos Eugenio Lavín. Formerly known as Penta Administradora General de Fondos SA, the firm is based in Santiago and is a Chilean pension fund administrator which is noted for offering unique products in the Chilean market and for obtaining substantial profits. They also offer a range of mutual funds, including their flagship fund, Penta Selección.

BCI Corredor de Bolsa SA (BCI) is the brokerage subsidiary of Banco de Credito e Inversiones SA. The firm is headquartered in Santiago, Chile and was founded in 1987. BCI provides brokerage services to their clients.

Banchile Administradora General de Fondos SA (Banchile AGF) is the mutual fund management arm of Banco de Chile SA (SSE: CHILE-SN, NYSE: BCH) in Chile. Headquartered in Santiago, Banchile AGF was founded in 1995 and manages a range of mutual funds for corporate and individual investors.

Santander Corredores de Bolsa Ltda. is a securities brokerage firm headquartered in Santiago, Chile. The firm was founded in 1993 and is a subsidiary of Banco Santander Chile SA, which is owned by Banco Santander SA (BME: SAN) in Spain. Santander Corredores de Bolsa offers brokerage services for retail clients.

Industrial & Commercial Bank of China (Argentina) SA engages in the provision of corporate and investment banking services. Its services include savings and checking accounts, term deposits, structured debt financing, and risk management. It also operates a network of 90 branches throughout Argentina. The company was founded on December 5, 2005 and is headquartered in Buenos Aires, Argentina.

AFP Cuprum SA (Investment Management) (AFP Cuprum-IM) is the pension fund management division of AFP Cuprum SA (SA: CUPRUM), a majority-owned subsidiary of Principal Financial Group, Inc. (NYSE: PFG) in the US. The firm was founded in 2012 and is headquartered Santiago. AFP Cuprum-IM provides clients with social security advice and manage the pension fund.

AFP Provida SA (Investment Management) (ProVida-IM) is the Chile-based pension fund management division of AFP Provida SA (SA: PROVIDA), itself a subsidiary of MetLife, Inc. (NYSE: MET) in the US. The firm was founded in 1981 by Grupo Cruzat Larraín after Chile launched the modern private pension system which established the private management of pension funds by corporations called Pension Fund Administrators (AFP). Headquartered in Santiago, AFP Provida merged with AFP El Libertador in 1995, with AFP Unión in 1998 and with AFP Protección in 1999. ProVida-IM advises and accompanies people in the construction of savings and pension solutions.

AFP Habitat SA (Investment Management) is the investment management division of AFP Habitat SA (SA: HABITAT), itself a subsidiary of Camera Chilena de la Construccion AG in Chile. Part of the Chilean Private Pension System, AFP Habitat was founded in 1981 and is headquartered in Santiago. AFP Habitat manages five pension funds which differ mainly in the maximum percentage that each fund may invest in equities, which generally defines each fund's level of risk.

Corp Research SA is the investment research subsidiary of Itaú Corpbanca (NYSE: ITCB, SSE: ITAUCORP) in Chile. Headquartered in Santiago, the firm was founded in 1995 and provides research reports and analysis to various clients.

Credicorp Capital SA Corredores de Bolsa (Credicorp Capital) is a brokerage firm headquartered in Santiago, Chile. The firm was founded in 1985 and formerly known as IM Trust SA Corredores de Bolsa. They are a subsidiary of Credicorp Capital Chile SA, ultimately held by Credicorp Ltd. (NYSE: BAP) in Peru. Credicorp Capital provides Corporate Finance, Assets and Equity Management, and Capital Market services to a wide range of clients, including institutional investors, corporations and high net-worth individuals in Chile, Colombia, and Peru.

Part of Credicorp Ltd., Credicorp Capital Asset Management SA AGF is a company that provides investment advice. The company is based in Santiago, Chile. The Chilean company was founded in 2003. Arturo Aldunate Bengolea has been the CEO of the company since 2019.

Banco Central de Chile SA (Investment Management) (Banco Central de Chile-IM) is the investment management of State-owned Banco Central de Chile. Created by law in 1925 as one of four projects presented by the Kemmerer mission to restructure Chile's monetary and financial system, the Banco Central de Chile seeks to stabilize the value of Chile's currency and the gold standard as the basis of the country's monetary unit. Banco Central de Chile-IM is based in Santiago.

BICE Inversiones Corredores de Bolsa SA (BICE) is the brokerage subsidiary of Banco BICE SA, which is ultimately held by Bicecorp SA. The firm is headquartered in Santiago, Chile and was founded in 1984. BICE provides brokerage services to their clients.

Administradora General de Fondos Security SA (AGF Security) is the fund management subsidiary of Banco Security SA, which is a subsidiary of financial services firm Grupo Security SA (SSE: SECURITY) in Chile. Founded in 1992 as Administradora de Fondos Mutuos Security SA, the firm changed their name to their current name in 2003. AGF Security is headquartered in Santiago and specializes in providing advisory services, asset and investment management for individual, corporate and institutional clients.

Toesca SA Administradora General de Fondo engages in the provision of investment services. The firm specializes in the administration of investment funds and asset management. The company was founded on April 6, 1990 and is headquartered in Santiago, Chile.

Santander Private Banking SA (Santander Chile) is the Chile-based private banking subsidiary of Santander Private Banking Gestion SA SGIIC, ultimately owned by Banco Santander SA (BME: SAN) in Spain. Headquartered in Santiago, Santander Chile provides tailored solutions through their Private Bankers.

Administradora General de Fondos Sura SA (AGF SURA) is the wholly-owned Chile-based investment advisory subsidiary of SURA Asset Management Chile SA, ultimately held by Grupo de Inversiones Suramericana SA (BVC: GRUPOSUR) in Colombia. Founded in 2008, the firm is headquartered in Santiago and manages the SURA mutual funds.

BTG Pactual Chile SA Administradora General de Fondos (BTG AGF) is the Chile-based asset management subsidiary of BTG Pactual Chile SA, ultimately held by Banco BTG Pactual SA (BVMF: BPAC11) in Brazil. The firm was founded in 2001 as Celfin Capital SA Administradora General de Fondos and changed their name to BTG Pactual in 2013. Headquartered in Santiago, BTG AGF provides portfolio and fund management services for institutional, corporate and high net worth clients.

Picton SA is an independent wealth management firm headquartered in Santiago, Chile. The firm was founded by José Miguel Ureta and Gregorio Donoso in 2012. Picton provides comprehensive investment management services to high-net-worth individuals and institutional investors throughout Latin America.

AFP Capital SA (Investment Management) (AFP-IM) is the pension fund management division of Chile-based AFP Capital SA (SA: AFPCAPITAL), itself a subsidiary of Grupo de Inversiones Suramericana SA (BVC: GRUPOSUR; OTCMKTS: GIVSY) in Colombia. The firm was founded in 1981 as AFP Santa Maria SA. Headquartered in Santiago, AFP-IM provides a range of investment management services related to the management of their pension funds.

Summit Ridge Capital Partners is a joint venture company based in Santiago, Chile. Summit Ridge Capital Partners, in partnership with XP Asset Management and Polen Capital, manages opportunistic credit investments. The Chilean company was founded in 2023 by Christopher Park, who has been the CEO since then.

Moneda Corredores de Bolsa Ltda. (MCB) is a brokerage firm headquartered in Santiago, Chile. The firm was founded in 2006 and is a subsidiary of Patria Investments Ltd., which is owned by Patria Holdings Ltd. in Cayman Islands. They provide brokerage services to various clients. MCB is a signatory to the United Nations Principles of Responsible Investing (UNPRI).