Presentations

Capital Markets Review for 2016 and Outlook for 2017

Consultiva International’s Investment Strategy Committee

Consultiva International’s Investment Strategy Committee presented its global economic outlook for 2017 at its annual conference this past Thursday February 23, 2017. The presentation of the 2017 outlook was accompanied by discussions on the topics carrying the greatest weight in investment performance. A group of fund managers accompanied the Firm’s key executives to provide details on investment opportunities and insights into risk management in different asset classes.

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Fiduciary Responsibilities of Private Educational Institutions

Mr. Ernesto Villarini

Paper presented at the Annual Convention of the Association of Private Education of Puerto Rico on February 12, 2016. The paper focuses on the responsibilities of the trustees of educational institutions, the concept of trust and its relationship with accountability and financial transparency. The concepts were discussed within the framework of the educational community to which fiduciary officials must respond.

Fiduciary Duty and Financial Transparency

Ms. Myrna Rivera

Paper presented at the Fourth Congress of Catholics and Public Life at the Pontifical Catholic University of Puerto Rico on February 5, 2016. The paper focuses on the responsibilities of institutional trustees, the concept of trust, and its relationship with accountability and financial transparency. Concepts are discussed within the religious framework in which the practice of trust originates and includes responsibilities of institutional leaders for the benefit of the church and all its members.

Debt and Capital of Puerto Rico

Ms. Myrna Rivera

This presentation contains information obtained by Ms. Myrna Rivera, a Certified Investment Management Analyst, and Chief Executive of Consultiva Internacional Inc., from sources that are considered reliable in the industry. The presentation was part of a lecture given at the Bar Association of Puerto Rico on February 24, 2015 on the occasion of the presentation of the book entitled "The Debt: A Political Crisis" written by Mr. Carlos Gallisá. The presentation on debt and the capital of Puerto Rico provides a compilation of information to analyze the loss of capital that the country has experienced through reduced value of the shares of local banks, reduced property valuations, and the negative valuation of debt instruments that various government agencies have sold in the capital markets to finance investments in public infrastructure, housing and other property of the people of Puerto Rico.

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