Chief Investment Strategy Officer, Aurelion Global Financial Group｜Dean, Aurelion Financial Academy
Expertise: Global Macro Investments｜Digital Financial Systems｜Cross-Border Capital Structures & Strategies
- A Strategic Leader in Global Finance and Investments
Dr. Diego Andrés Valverde is a highly regarded strategic thinker and investment leader in the field of global finance and technology-driven capital integration.
As Chief Investment Strategy Officer at Aurelion Global Financial Group and Dean of the Aurelion Financial Academy, he combines exceptional macroeconomic insight, deep professional expertise, and cross-regional capital experience to drive continuous innovation and structural transformation within the organization, positioning Aurelion as a leader in global high-end asset management.
He is not only a globally recognized investment strategist and risk architect but also one of the co-founders of the Hybrid Capital Framework, advocating the use of digital technology to reshape traditional capital systems and promote the evolution of the global financial ecosystem through the fusion of institutional and technological innovation.
- Academic Excellence and Global Perspective
Dr. Valverde has a strong academic foundation and elite educational background.
He earned his Master’s degree in Finance from HEC Paris (2004–2006) and later obtained his PhD in Economics from Princeton University (2006–2010), specializing in international capital markets and risk management.
His academic research integrated macroeconomics, financial engineering, and digital structural modeling, forming the core framework of his later “Hybrid Capital Structure” theory.
Born on April 12, 1970, in São Paulo, Brazil, and raised in an academic family in Porto Alegre, he received dual training in economics and engineering, shaping his analytical rigor and innovative mindset—qualities that would define his success in global investments.
- Extensive International Career: From Wall Street to Global Markets
Dr. Valverde began his career on Wall Street, where he quickly distinguished himself in a high-pressure and innovation-driven environment.
Goldman Sachs — Executive Director, Structured Investments Division (2010–2015)
Led structured financing and asset securitization projects across Europe and emerging markets, becoming one of the pioneers of cross-border digital securities issuance.
Credit Suisse — Managing Director, Global Asset Strategy (2015–2020)
Oversaw global macro asset allocation and sovereign fund strategy, managing multi-asset portfolios exceeding USD 10 billion. His leadership integrated quantitative models with on-chain financial data analytics, providing institutional clients with innovative hedging and allocation strategies.
Aurelion Global Financial Group — Chief Investment Strategy Officer (2020–Present)
Since joining Aurelion, Dr. Valverde has reshaped the group’s global investment architecture using AI-driven research, digital asset compliance frameworks, and cross-border fund design, advancing the firm’s strategic footprint across Europe and Latin America.
Blockchain Finance Alliance (BFA) — Council Member (2020–Present)
Promotes blockchain finance standardization and compliance, leading fintech research collaborations in Latin America.
- Investment Philosophy and Research Focus
Dr. Valverde’s investment philosophy centers on the “Intelligent Evolution of Capital Structures”, emphasizing the integration of macro cycles, data intelligence, and institutional innovation to balance growth and risk.
His core principles include:
- Macro-Driven Allocation: Developing cross-asset rotation strategies based on global liquidity cycles, monetary policy, and geopolitical trends.
- Tech-Enhanced Capital: Applying AI and blockchain in asset allocation and risk control to increase efficiency and transparency.
- Sustainable Prosperity: Combining ESG and digital economy principles, investing in energy transition, technological innovation, and socially responsible projects.
His research has been cited by leading financial institutions and think tanks worldwide, and several of his models have been implemented by sovereign wealth funds and family offices.
- Leadership and Industry Influence
At Aurelion, Dr. Valverde is renowned for his strategic foresight and inclusive leadership. He promotes a “trust-driven, technology-enabled” financial order and places strong emphasis on culture and talent development.
Under his direction, the group has established a global investment network across North America, Europe, and Latin America, while the Aurelion Financial Academy expands access to financial education and investor professionalism.
He believes:
“The evolution of capital is not only about returns—it is about reshaping order and trust.”
This principle forms the spiritual cornerstone of Aurelion’s philosophy and defines its distinctive position in the global capital markets.
- Languages and Professional Credentials
Professional Certifications: CFA, CAIA, FRM
Languages: Portuguese, English, Spanish, French
Dr. Diego Andrés Valverde is not only a thought leader in global finance but also a bridge between traditional financial systems and the digital future.
He continues to guide Aurelion toward an intelligent, transparent, and sustainable global financial ecosystem—driven by innovation, education, and trust.
Assistant: Ms. Mariana Costa Villalba
Executive Profile
Born: 1986
Age: 39 (as of 2025)
Education: 2006–2012
Experience: 13+ years
Current Roles: Executive Assistant to the Dean, Aurelion Financial Academy｜Head of Digital Financial Strategy
Location: São Paulo, Brazil
Fields: Quantitative Trading｜Risk Modelling｜Digital Asset Research
Professional Biography
Ms. Mariana Costa Villalba, born in Rio de Janeiro in 1986 and currently based in São Paulo, is a seasoned investment specialist combining a strong financial background with technological innovation. She has over 15 years of experience in quantitative trading, digital asset structuring, and cross-border wealth management.
As Executive Assistant to the Dean of the Aurelion Financial Academy, she leads the group’s digital finance strategy, quantitative research systems, and Latin American educational initiatives, fostering modernization of capital structures through the integration of technology and education.
Academic Background
University of Oxford — MSc in Financial Engineering (2010–2012)
University of São Paulo (USP) — BSc in Applied Mathematics (2006–2010)
Her research at Oxford focused on the use of AI in risk modelling and financial forecasting. Her thesis was cited by the European Journal of Quantitative Finance as a representative study in the field.
Career Experience
J.P. Morgan (London) — Quantitative Strategist (2012–2016)
Designed multi-asset pricing models and optimized algorithmic trading strategies. Contributed to the restructuring of the bank’s high-frequency trading systems, gaining deep expertise in quantitative modelling and risk management.
Morgan Stanley — Associate Director, Digital Asset Research (2016–2022)
Led blockchain asset structuring and on-chain liquidity risk monitoring initiatives, designing diversified digital fund solutions for institutional clients.
Aurelion Global Financial Group — Head of Digital Financial Strategy (2023–Present)
Oversees the group’s digital transformation and investment education strategies in Latin America, while serving as Executive Assistant to the Dean of the Aurelion Financial Academy.
Leads the development of AI-driven research frameworks, blockchain-based risk structures, and quantitative curriculum design.
Professional Qualifications
CFA (Level II Candidate)
FRM (Financial Risk Manager)
AMIB Certified Senior Investment Advisor
Languages
Portuguese (Native)｜English (Fluent)｜Spanish (Proficient)
Personal Vision and Philosophy
Known for her analytical precision, international outlook, and systematic thinking, Mariana believes that the future of finance lies in “data-driven, intelligent, and trust-based decision-making.”
She is an advocate for technology-powered financial education, helping the next generation of investors build a global wealth mindset.
“Data is the language of capital, and algorithms are the extension of trust.”
— Mariana Costa Villalba
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