Managing Director

Ms. Codie Sanchez

•10+ years of investing with institutions
•Raised over $5B in institutional assets
•Made 24 angel investments, 3 exits

Codie has worked at leading global investment firms to start and scale new businesses within as well as with small venture firms. She’s an expert at digital, marketing, branding, sales and international JV’s.

Head of Investments Latin America – First Trust – Codie built and led the LatAm & Offshore Business to $2billion+ in AUM, providing ETFs, and alternatives to institutions.

SSgA – Director Institutional IR – Codie was responsible for the $28 trillion firms institutional investment business in the Southwest and LatAm, with Fortune 500, pensions, SWFs, FO’s and foundations.

Goldman Sachs – Analyst. Focused on commingled funds and PE with a regional focus on the west coast and the tech sector.

Codie’s won numerous awards for her work, such as; Alumni Society Financers Award, LATISM Influencer of the Year, DHCC Exec of the Year, a Robert F. Kennedy Award & two National SPJ Awards. She’s also a contributor in Inc, Entrepreneur , Forbes and others.