We invite you to join us as our Investment Team provides an in-depth review of what happened in the market in 2023 and shares our outlook on 2024.
5:00pm – 7:00pm
Club Giraud
Coach Room
707 N. St. Mary’s St.
San Antonio, TX 78205
Partner | Vice President Investments
As the head of Sendero Wealth Management’s investment team, Amaury works with the firm’s strategists and research group. He is responsible for idea generation, researching and implementing new and existing strategies, asset allocation, due diligence, and research. He leads the investment committee, research team and portfolio management group. Amaury’s team is made up of very experienced investment professionals with a range of market experience.
Amaury began his career and spent over a decade as a trader looking for trends in commodities, stocks, and bonds. This gave him the unique perspective, insight, ability to intensely study markets. This wide-ranging and disciplined experience deeply influences his work today with investment strategies and clients.
Amaury joined Sendero® in 2012 as Director of Research and Strategy before becoming Vice President Investments, and most recently Partner. He is a key member of the management team helping to implement Sendero’s strategic initiatives. He holds a Master of Business Administration in Financial Management from St. Mary’s University in San Antonio.
Director of Due Diligence
Rodrigo knows the importance of detail. He combines a data-driven background with his deep financial knowledge to be a true asset to the Sendero® Investment Team. Whether searching for new investment opportunities or modeling economic data, Rodrigo capitalizes on his quantitative background to bring his best investment ideas to the team.
As the Director of Due Diligence on the Investment Team, Rodrigo is responsible for the Investment Team’s technology and research platforms, conducting manager due diligence, and analysis on all investment types and asset classes. He serves on Sendero’s Investment Committee, works closely with the firm’s strategists, and serves as a liaison to the Portfolio Management Team. Rodrigo specializes in Sendero’s private investment platform which includes private equity, private credit, and venture capital.
Rodrigo came to Sendero® in 2017 as an investment research intern and joined full-time upon graduation from St. Mary’s University in 2017. He was promoted to Senior Financial Analyst in 2021 and again to Director of Due Diligence in 2023.
Managing Director, SFE Family Office | Strategist to Investment Committee
Advisory Board Member
As an Advisory Board Member of Sendero Partners, Patrick works with the investment committee on investment ideas and asset allocation themes. His investment philosophy is to question assumptions and is guided by the knowledge that what is true is rarely what is popular. Patrick’s global investing expertise gives him a broad view of the world where he connects the dots of multiple macro themes. His ability to analyze situations from many different angles and see the connections is a valuable skill we view as a competitive advantage. Patrick has had an extensive career in alternative investing. He brings those talents and perspective to Sendero’s investment team.
Patrick has been involved with Sendero® since 2018 and became Sendero’s first Advisory Board member in January 2022. He remains the head of risk and head of investment strategy for Delta Accumulation, LLC. Patrick brings those talents and perspective to Sendero’s investment team. Patrick graduated from Harvard University.
Partner | Chief Strategist | Management Committee
Partner | Vice President Investments
Partner | Chief Strategist | Management Committee
Partner | SFE Family Office | Management Committee
Managing Director, SFE Family Office | Strategist to Investment Committee
Advisory Board Member
Director of Due Diligence
Research Analyst
