When should we commit capital?
Test the assumptions behind an investment, examine downside risk and decide what would justify changing the position.
QFR · Credit protection and the 2009 reversalPhysicist. Economist. Entrepreneur.
I help boards assess technology, test the investment case and examine the institutional conditions a major commitment requires.
Energy and technology strategy · Capital allocation · Institutional judgment
Test the assumptions behind an investment, examine downside risk and decide what would justify changing the position.
QFR · Credit protection and the 2009 reversalExamine the responsibilities, counterparties and scope of a strategic agreement, and distinguish its commitments from future outcomes.
Nucleoeléctrica · The Candu memorandumAssess how buyers, suppliers, financing and energy requirements fit together across successive projects.
Siderian · Proposed approach, founding stage01April 2025–February 2026
President of the Board
I chaired the board of Argentina’s operator of Atucha I, Atucha II and Embalse. On 17 November 2025, I signed a memorandum with Candu Energy covering international nuclear engineering and technical services. The memorandum established a cooperation framework.
022007–2012 · New York
Cofounder and Principal Portfolio Manager
I cofounded QFR and managed global macro portfolios across currencies, fixed income and credit through the financial crisis. Historical firm assets exceeded US$3 billion during my tenure, as reported in institutional biographies.
032015–2018
Board Member and Second Vice President
My board responsibilities included prudential oversight and regulation of financial institutions. I helped design and implement inflation targeting as a Monetary Policy Committee member and represented the central bank at the G20 during Argentina’s 2018 presidency.
04June 2024–July 2025
Ad honorem Chief of Staff of Presidential Advisers
Strategic advisory work under President Javier Milei, focused on energy, artificial intelligence and international technology relationships.