Juan Pablo Villamarin, CFA, CAIA

Senior Investment Analyst at Intercontinental Wealth Advisors LLC
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Bio

Originally from Bogota, Colombia, Juan Pablo grew up in Venezuela and Ecuador. He came to San Antonio in 2008 to study at Trinity University, where he obtained a BA in Economics and a minor in History. With a keen interest in economics, he recently completed his Masters in Financial Economics from Maastricht University in the Netherlands. He also holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Juan Pablo provides fundamental research support to the portfolio managers and analysts at San Antonio-based Intercontinental Wealth Advisors, a Registered Investment Advisory firm that manages nearly $2 Billion for a multi-national clientele. He initially joined Intercontinental as an intern after graduating in 2012, and became a full time member of the trading room in 2013.

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  • Private equity is one asset class that many advisers say could be a good bet right now. One reason is that “shocks always bring long-lasting economic shifts,” says Juan Pablo Villamarin, senior research manager at Intercontinental Wealth Advisors, a registered investment adviser in San Antonio. Mr. Villamarin’s role includes researching and performing due diligence on alternative investment products.

    He notes that the pandemic underscores how important and resilient some tech infrastructure is for everyday life. “New venture projects will emerge looking to capitalize on learned lessons, and private equity will be able to deploy capital early in the life of these companies,” he says.

    Another benefit: Unlike a mutual fund, which has to be prepared to provide liquidity every single day, private equity has more flexibility.

    16 June 2020
  • In the area of private credit, Mr. Villamarin says he expects there to be select opportunities in the current private-credit market, in which investors purchase privately held debt issued by nonbank lenders. This area could be especially appealing given that many companies facing liquidity or solvency issues will be looking for quick capital solutions.

    “Smart private-credit teams with experience sourcing internal deals and crafting personalized protective covenants will take advantage of stressed and distressed lenders seeking fast capital injections,” he says.

    It is also likely that banks and other lending institutions will look to get rid of nonperforming loans, Mr. Villamarin says, “so opportunistic and well-connected private-credit managers will buy interesting assets or portfolios of assets when impairment of loans starts being more imminent.”

    16 June 2020
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