Over 80 years of combined experience in finance, along with a group of families, with a mandate to invest and manage their patrimonial capital.
To enhance a well-diversified and robust portfolio
With whom we share common investment goals and a long term relationship.
Chief Executive Officer
Oscar is Chief Executive Officer of Galileo Investment Management, LLC, the investment advisor of the Fund, and the Portfolio Manager of the Funds. Prior to Galileo, from 1996 to 2005, he held several positions at Merrill Lynch. In his last assignment, he was responsible for the structuring and marketing of fixed income, credit, and currency derivatives in emerging markets. He was previously a member of the Equity Capital Markets group as head of equity and convertible origination for Latin America and co-head for the technology sector in the U.S.. Prior to that, from 1994 to 1996, he was a member of the Equity Derivatives/Structured Products group at Morgan Stanley. Before his career in Wall Street, Oscar was a member of the physical sciences research group at Bell Communications Research, where he conducted basic research in semiconductor physics, photonics, and the theory of chaos. He published more than 50 research articles in scientific journals. Oscar has been a board member of Qualitas for Life Foundation and of AJC New York, for which he was Treasurer from 2010 to 2015. Oscar holds a Ph.D. in Physics from the University of Pennsylvania and was a post-doctoral fellow at the Massachusetts Institute of Technology.
Chairman of the Advisory Board
Ruben is Chairman of the Advisory Board of Galileo and member of its Investment and Risk Committees. In 2003, together with David Alerhand, he founded Goldberg, Alerhand & Associates, a boutique investment banking firm specializing in advisory work for companies and family businesses, as well as for cross-border merger and acquisitions and investment advisory. From 1999 to 2003, Ruben was CEO and Vice Chairman of the Board of Republic National Bank (Mexico). After Republic National Bank was acquired by HSBC, Ruben continued as the Vice Chairman and CEO for Investment Banking. From 1984 to 1998, he was the representative in Mexico and a non-executive member of the board of NM Rothschild & Sons Ltd. and the Head and President of NM Rothschild & Sons (Mexico). During the period 1981 to 1984, he served as Vice President, Area Head, Representative of Wells Fargo Bank, N.A. (Mexico). Prior to that, from 1974 to 1981, Ruben held various positions in the Corporate Banking division of Bank of America (Mexico). Ruben currently serves as a board member in various private sector companies, financial entities and philanthropic institutions. Ruben graduated summa cum laude from the National University of México with a Public Accountant Degree and holds an MBA in Finance from the Wharton School, University of Pennsylvania (Fulbright-Hayes Scholar).
Investment and Risk Committees
David is a member of the Investment and Risk Committees of Galileo and of its Executive Board. In 2003, together with Ruben Goldberg, he founded Goldberg, Alerhand & Associates, a boutique investment banking firm specializing in advisory work for companies and family businesses, as well as for cross-border merger and acquisitions and investment advisory. From 2000 to 2003, David was Director of Deutsche Bank Mexico where he was responsible for developing the investment banking practice of the bank in the region. Prior to that, from 1992 to 1999, he was Director in NM Rothschild & Sons, where he was responsible for origination and execution of a wide range of projects in the areas of mergers and acquisitions, privatizations, placements of private equity, and restructurings. From 1989 to 1992, he was a consultant at McKinsey & Co. David has taught courses in Economics and Corporate Finance as an invited Professor at ITAM and at Universidad Anáhuac in Mexico City. He has served as a board member in various private sector companies, financial entities and education institutions. David graduated summa cum laude from ITAM with a degree in Economics, participated in an exchange program at the University of Pennsylvania, and graduated with an MBA from the Booth School of Business at the University of Chicago.
Advisory Board and Independent Board Member
Marc is member of Galileo’s Advisory Board and serves as Independent Board Member under the guidelines of Luxembourg’s CSSF. He is an ILA Certified Director and CSSF authorized director for third party clients to meet the substance and UCITS requirements in Luxembourg. In 2009 he founded LEVeL Advisory s.à.r.l., a privately owned advisory company that serves as a professional independent director in regulated and non-regulated Luxembourg vehicles. Its mission is to structure the activities of its clients and provide advice in the field of compliance, risk management, corporate governance and internal organization. Marc previously headed the investment management activities of a Nordic Bank in Luxembourg. His primary focus was the implementation of a structured, robust and efficient asset management platform to support the Bank’s development plan. He was also responsible of the product development in Luxembourg from the analysis of the available vehicles to the implementation of these. He was a member of the board of their UCITS management company in charge of the oversight of control and governance duties for the investment funds. Marc holds a “Master Degree in Finance” and a “Master Degree in Economics” from HEC Belgium. He is also a Certified Director from ILA, certified “Fund Specialist” as well as a certified “Compliance Officer” from the Institut de Formation Bancaire Luxembourg ("IFBL") with close to 20 years of experience in the financial sector in Luxembourg.
We manage two multi-manager investment portfolios of specialized alternative funds specifically designed to meet our investors’ objectives:
Galileo Total Return is an absolute return strategy. Its objective is to generate positive returns across different market conditions with low correlation to traditional bond and equity markets, protect capital during periods of market downturns, and deliver attractive results with low volatility and risk. Galileo Total Return has a track record of superior risk-adjusted returns and is designed to be an anchor investment for a portfolio of patrimonial capital.
Galileo Equity Opportunities is a strategy that seeks equity-like upside with lower risk than traditional equity markets and higher returns over a market cycle. It provides a differentiated source of returns by accessing unique and specialized managers across different markets and strategies. Galileo Equity Opportunities is designed to complement and enhance the capital appreciation potential of a comprehensive portfolio.