1. Without the trade mission format, it would be impossible to set up 40-50 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time and energy saved.
2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
3. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
4. There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day and all the LPs come to your hotel. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, "Time is Money".

Carlos is the Head of Diversified Industries for Scotiabank Mexico Investment Banking. He has more than 20 years of experience in Mergers & Acquisitions, Equity Capital Markets and Debt Capital Markets, advising U.S. and Latin American clients. Prior to Scotiabank, Carlos worked at BVA Bancomer, UBS and Credit Suisse Investment Banking divisions, and Andersen and Deloitte M&A Advisory practices. 

Carlos holds an MBA from Darden School of Business and a B.A. in Economics from Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM) 

Juan Carlos Lara is the Executive Director of Point5 Family Office, a leading professional services network with headquarters in Geneva, Switzerland, dedicated to advising Latin American individuals, SMEs, and  NGOs to incorporate environmental, social, and governance (ESG) factors  in an investment portfolio and corporate strategy. As a strategic planner  and team head, Mr. Lara leads the effort to solve their clients’ most difficult ESG challenges, achieve their greatest ambitions in the impact  investment ecosystem, capitalize on transformative opportunities, and fulfill regulatory requirements. 

Taking the reins of this global organization came with the demand for developing a comprehensive, strategic growth plan. A blueprint that draws on the organization’s history while galvanizing it forward with long range and short-term goals that support the Board of Officers, its global  professional services network, and its two sister platforms, the ESG-LAB  NGO, and the Fulbright Institute. 

Mr. Lara’s strategy has recently spearheaded Point5’s sustainable
assessment footprint with the collaboration with the Swiss Government  on the Responsible Business Initiative (Konzernverantwortungsinitiative),  the Mexican Government of Guanajuato, Instituto Estatal de Capacitacion(IECA), the University of Geneva Master of Environmental Sciences and  Master in Wealth Management groups, and the ESG rating ecosystem of  Spanish solar farm startups. 

Mr. Lara also participates as an anti-money laundering (AML) expert in  different investment forums, including the Global Initiative Against Transnational Organized Crime, and collaborates with the State of  Oklahoma to promote and assist foreign companies in relocating to the  USA. 

Mr. Lara is a Mexican and an American citizen, is married with three  daughters, and has a passion for Social Impact research and Motorcycles.

The LP’s will consist of the leading HNWI, Single Family Offices, Multi Family Offices, Insurance companies, Pension Funds, University Foundations and other allocators. Over ninety-five percent of the attendees are the principal decision makers and include the CIO, CEO, Principal or Founder.

You receive an eBook one week prior to the Trade Mission with one page on each LP which includes all their contact information, background, personal bios, and focus of allocations.

The Trademissions.org team works together with local leading Financial Executives to recruit the appropriate LPs for you to meet who are interested in your specific asset class.