FlexHits2022

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flexhits

From professional milestones to personal accomplishments, team gatherings, and socially impactful initiatives, above all, these FlexHits embody the spirit of working at FlexFunds. This project has been led by four of the newest and freshest team members at the company; they have done a great job compiling all and transmitting the team essence and culture that makes us proud and enjoy working together.

We are committed to disrupting and innovating the asset securitization industry, challenging its status quo, and democratizing it by providing access to solutions that, not until long ago, were done by a few for a few.

FlexFunds has become a tool to expand distribution and a reference in worldwide asset securitization. Our team is comprised of experts in financial services who possess significant international experience and are committed to providing high-quality, clientcentered services backed by internationally renowned institutions.

The following FlexHits represent some of the achievements that the team at FlexFunds has decided to highlight in 2022.

Marketing Team

The marketing team at FlexFunds focuses on feeding the top of the pipeline. Through activities such as lead research, digital marketing, email marketing, event management, content development, and roadshow management we seek to strengthen the credibility of our brand and transmitting our differentiating product benefits to the market.

Database growing and growing

In 2022, we increased our database by more than 3,600 prospects, of which 479 were converted into contacts, doubling the conversion rate compared to 2021.

Digital Marketing

Launched the Portuguese version of our website.

Optimized our website, managing to reduce the loading time by half

Generated around 50 content pieces, allowing us to land over 65 MQLs

Increased the average session duration of the visitor to our webpage by 160%.

Our LinkedIn page surpassed the 5,000 followers mark.

Marketing Campaigns

We implemented a mix of face-to-face and virtual strategies, managing to execute 45 roadshows, and direct marketing initiatives during 2022 that translated into more than 300 meetings: unique opportunities to transmit the benefits of our products to clients and prospects.

Business Services & IT

IT Management Improvements

Creatio is the system that supports the company’s operational management and product life cycle. During 2022, the system was strengthened by incorporating post-issuance management functionalities, which encompasses activities such as notifications to customers and service providers from the system related to funding, maturity date, and relevant changes to transactional milestones.

FlexTrader

The system was strengthened by enhancing some of its activities and continued developments seeking to increase the efficiency of the company’s processes.

Processes Improvements and Documentation

The Team continues supporting the gathering of documentation and improvement of Pre and PostIssuance processes, defining the activities and responsibilities each of the teams involved fulfills.

This has created a substantial database of updated knowledge, allowing the different teams to share the processes carried out by each functional area and facilitate the training and onboarding of any new resources.

Audit Kick-off implementation

In 2022 the first Audit Kick-Off was carried out, whose main objective is to make clients aware of the auditing process’s importance and who the regulatory entities are, thus working together to make the process much more efficient.

Socially Responsible Initiatives

“Hermanas de la Misericordia”

Located in the Vicarage of Nuestra Señora de la Paz in Lomas de Baruta, Caracas, Venezuela. Project started in 2017, supports 140 children a day.

Areas we focus on:

• Water Purification: supply of 9,000 liters of drinking water per day to cover the basic needs and selfsufficiency of the community.

• Nutrition: We provide about 1,000 meals a month

• Farming: 40 “polo” avocado trees are now being harvested and providing 50 avocados a day (at the height of the season). Additionally, the community is farming pumpkins, bananas, and mangos, bananas, and mangos.

• Bakery: bread is produced for the whole community weekly

• Education: improving preschool facilities, benefiting more than 100 children who will now enjoy a learning space in proper health conditions.

Compliance Team

Working together is always better: new service providers

Welcome to Romay, and GSC Advisory. Both will advise us on implementing best practices in Compliance and play a key role in the new Compliance Committee to enhance our Due Diligence, AML risk management, and overall regulatory compliance procedures. We plan to implement it fully operational by the first quarter of 2023.

We did it! In 2022, we added the Know Your Country platform, allowing us to perform more comprehensive AML assessments in different jurisdictions globally.

AML Training 2022

All staff members successfully completed the AML Training Program and have shown beyond understanding of key concepts. We are proud of our team!

AML Audit 2021

FlexFunds Ltd. has successfully passed the audit process for the year 2021 performed by GSC Advisory. For 2023, we will focus on strengthening our policies and procedures to continue offering our clients the best Asset Securitization Program.

Outsourcing agreements with issuers

Issuer vehicles that work with FlexFunds comply with The Central Bank of Ireland AML regulations in all matters relating to the issuance of loan-related series.

Accounting Team

Support was provided in negotiations with certain Service Providers to achieve the reduction of operating costs and expenses.

After thorough financial analysis, points of improvement in the price structure were detected and implemented.

Travel Expenses, Business Expenses and Remote Work policies were created, establishing clear guidelines to be followed in each of the fields of application.

After several conversations with the Acuity team, better flow of the financial information of the series was achieved, as part of the NAV calculation improvement process.

Legal Team

The one where they visited Dublin

During September, the team visited Dublin, Ireland, to meet with our key service providers. The team’s meeting with Neil Fleming of Verita Corporate Services, one of our corporate service providers for issuers, allowed for closer ties to optimize processes.

There was another notable event: esteemed team member Andrew Gill celebrated his birthday among his colleagues!

BNYM Settlement Agreement: Check!

Legal/Ops managed to carry out lengthy negotiations and successfully conclude and execute an agreement with BNYM for agent accounts. Agreements are now fully operational and have been proven as valuable incorporations.

Teaming up: new term sheet guidance

Legal/Ops lead a collaboration process with Product Ops to create and incorporate a term sheet guidance for fees and investment strategies.

In 2022, we added the prestigious firm KPMG as a tax advisor

Sales Team

Insite Pershing 2022

Regional sales directors Rodrigo Tobo (Americas) and Pablo Gegalian (SOCO) attended the Insite Pershing event in June 2022, which took place in Dallas, Texas. Our team greeted attendees in our joint stand with long-time client Participant Capital.

Bem vindo ao Brasil!

With the incorporation of Sao Paulo-based Business Development Manager Aluisio Ladeira, the Firm has placed its bets on opening the Brazilian market for our products and services, both expecting to strengthen the relationship with esteemed existing clients, as well as to create opportunities for new business ties.

Two out of Cix (and hopefully many more)

This year, Brazilian client Cix Capital issued its second series with FlexFunds and, more importantly, its second series under their recently launched Private Programme. They have now securitized over USD 140 million in real estate asset. We expect many more future enterprises to come. Congrats, SOCO team!

Treading firmly in Chile

Country manager Maite Fuentealba has given the Firm her fundamental contribution to our road to success in the Chilean market. Together with the establishment of the new country office, the SOCO sales team has worked hard on important business deals with clients of great significance.

FlexDelight: Our S500

America’s sales team, led by Rodrigo Tobo, had the honor of coordinating the issuance of our S500 series with new client Driftwood Capital. FlexFunds takes great pride in the tireless work of its team and intensely celebrates the S500. Cheers to 500 more!

Modernization

for our Products

With the issuers’ web pages launch for all our clients and their investors

We have advanced in the automation to optimize them and guarantee with the automatic publication Exchange.

New

In 2022, wrapper, loan, and hybrid with our new automated system, information.

We enhanced

New Kick-Off to welcome contact point for clients

Increased Operational

network

launch, we ensure that transparency investors is a priority.

automation of our processes seeking guarantee the accuracy of the information publication of prices in the Vienna Stock

Trading calculation system!

hybrid calculations were performed system, boosting the reliability of the

Increased volume of trading in 2022: 650 trades on the Global Note Programme, representing approximately almost 180 million in notional trade volume

Establishing key relationships: 25 new and renewed counterparties. World-class brands such as Raymond James, Citibanamex, and JP Morgan have been added to our trading counterparty list.

Welcome, Claudio Vivas, to the team. With his arrival, we strengthened and expanded the key resources necessary to provide a best-in-class customer experience.

Continuous automation of trading operations. Thanks to an ongoing effort to automate our processes, we have saved time and costs for our clients.

our Post-Issuance Management Role

welcome clients, explain process and product with its implications. Product Operations is the first clients once the series has been issued. renewed our kickoffs communications to new clients and reinforced our presence at all levels after the notes and our support to the sales team.

Operational Efficiency

We welcome Roberts Nathan as auditor of the Irish issuers, increasing the roster of highly reputable and leading service providers. Roberts Nathan is a member of MGI Worldwide, a global accounting network of independent audit firms, tax firms and accountancy firms in over 80 countries.

Verita Corporate Services Limited joins our corporate services providers, bringing a wealth of expertise in Irish SPVs (Special Purpose Vehicles) and specifically in our programs, a deep commercial understanding of the market and enhanced operational efficiency.

Upper Management

Employee Engagement & Job Satisfaction

Making FlexFunds a good place to work and grow is a top priority. We believe in a culture of transparency, respectful and open challenging of ideas, accountability, and teamwork accompanied by high ethical standards. We can be proud that our team has reflected an engagement and job satisfaction level of 90% in 2022. We recognize that our team is our most valuable asset and strive to improve our working environment and conditions

Awards & Recognitions

During 2022, FlexFunds received several awards for innovation. For its structuring services of exchangelisted products (ETPs) through its asset securitization program, FlexFunds has been recognized to be one of the pioneers in this field in Latin America, which caught the attention of the Financial Services Review. The US-based publication named FlexFunds a Top 10 Fintech Solutions Provider in Latin America.

In December 2022, the London-based Pan-Finance medium granted us the “Most Innovative Alternative Asset Management Solutions - Latam 2022” Award. They highlight the excellence of organizations and individuals that exemplify best practices for their sectors. This award has been bestowed to renowned companies such as Moody’s, Santander, HSBC, BlackTower, Credit Suisse, Itaú, and XP Asset Management, among others. Pan Finance is considered a reliable source of financial information, with more than 200,000 readers in 150 countries.

High Customer Satisfaction

Delivering a service that exceeds customers’ expectations is a priority and a guide to constantly improving our processes and service offering. In the business-to-business environment, referred and repeat business is vital. We are proud to have achieved a world-class Net Promoter Score in the 70% range and that more than 35% of our business comes from repeat clients.

Flex Training

The training, courses and visits have been a good practice and promote the interaction between the different offices.

Movie Night: VII International Compliance Conference

A fun way to learn! Our Compliance team attended the VII International Compliance Conference, organized by the Argentine Organization for Ethics and Compliance in Buenos Aires. Rafa and Flor ate popcorn while renowned professionals debated the prosecution of corruption, regulatory inspections, market abuse, and accountability of the Compliance Officer.

We are proud to develop and promote internal talent

Rafael Paradas was promoted to Chief Compliance Officer, Lorena Colmenares to Business Service & IT Director, Diego León to Product Associate, and Marianna Lopez was promoted to Marketing & CRM Senior Manager.

We are proud to support the training needs of our team. FlexFunds congratulates Marianna López, Diego León, Carlos Sanchez, and Emilio Veiga Gil for successfully completing demanding professional training during 2022.

Addition of young talent

Welcome young guns!

In 2022, FlexFunds reinforced its global team with four distinguished representatives of the “Generation Z”. Welcome Rebeca, Daniel, Florencia, and Bárbara.

We are happy that you are all part of the team

Florencia Manuele

Florencia is an outstanding law student at the University of Buenos Aires (UBA) and a teaching assistant in the Department of Public Law, ad honorem.

Daniel Delgado

FlexFunds is proud to welcome Daniel Delgado. Daniel is an outstanding student of Economics at Universidad Católica Andres Bello.

Bárbara Salgado

Bárbara earned her degree in business administration at Universidad Católica Andrés Bello. She began her career at Bancaribe and joined FlexFunds from the international firm E&Y.

Rebeca Casasola

Rebeca holds a Bachelor’s Degree in Business Administration from Universidad Católica Andrés Bello and has 5 years of experience in marketing, including content creation and brand building.

Pet Friendly

xfunds Pet team

Meet Our Dream Team Partners for Growth

Culture is an incredibly important part of how we operate. We stand by transparency, accountability, ethics, and teamwork as values that guide our daily decision-making and as tools to exceed customers’ expectations.