Daniel Kodsi   |   Managing Principal | CEO
Daniel Kodsi is a real estate veteran who has been at the forefront of redefining South Florida’s skylines for decades. In the 1970s, Mr. Kodsi established Royal Palm Companies, a leading Florida-based real estate firm, whose portfolio has generated over 6,000 units across mixed-use developments, multi-family, residences, and hospitality assets. With more than $3.5 billion in completed projects, Mr. Kodsi brings a 30+ year track record of identifying underserved market opportunities and executing complex, large-scale projects to generate value for individual and institutional investors. His latest residential project PARAMOUNT Miami Worldcenter, nestled in the heart of Downtown, has become one of the top-selling residential buildings in Miami Dade County and the landmark tower with the “most amenities in the U.S.” Kodsi is a licensed general contractor and holds a BSBA in Real Estate Finance and a minor in Urban Planning and Architecture from the University of Miami.
Sergio Moises   |   Chief Investment Officer
Sergio brings to the firm more than 20 years of financial management experience in financial modeling, cash flow forecasting, corporate finance, asset management, and financial reporting. Over the course of his career, Sergio has been involved in the successful development or repositioning of more than 8,000 units across the United States. Prior to joining Royal Palm Companies and PARTICIPANT Capital in 2011, Sergio managed over $60 million (more than 12,000 individual instruments) of the firm’s investment in tax lien certificates at the J.I. Kislak Organization, a nationwide real estate management and brokerage firm. He holds a master’s degree in Finance from Florida International University and an undergraduate degree in Business Administration from Universidad del Norte in Barranquilla, Colombia.
Claudio Izquierdo   |   Chief Operating Officer
With years of experience in international investment and business development, Claudio is managing over 60 distributors across the globe. He has a long history of working with institutional investors and ultra-high net worth individuals throughout Latin America. Claudio’s successful career includes impressive achievements at some of the world’s most prestigious investment banks, such as Morgan Stanley, where he rose to the position of Vice President. He also served as a Senior Vice President of Investments at UBS and a Senior Financial Advisor at HSBC. Prior to joining Participant Capital, Claudio enjoyed a successful career as an entrepreneur having established several international export and trading businesses. He is a frequent contributor to a variety of trade and business publications and a sought-after speaker and expert authority on international investment and management products.
Bernardo Lozano   |   Senior Director of Global Distribution
Bernardo Lozano is a seasoned professional with a proven track record in building multiple internationally-focused sales teams. He supports the firm’s efforts in bolstering global distribution capabilities and building strategic partnerships with institutional and individual investors. Prior to Participant Capital, Bernardo served as Head of Business Development at ASG Capital, where he consulted an extensive network of investment advisors on securing and expanding third-party distribution. A significant part of his career was also associated with MFS International and its parent company Sun Life of Canada, where he helped build a multibillion-dollar sales organization for offshore funds and investment contracts.
Andres Valdivieso   |   Director of Global Distribution
With over 15 years of experience in international real estate sales and team management of seasoned distributors and international brokers, Andres focuses on strengthening relationships with strategic partners and expanding the firm’s global distribution capabilities. Prior to Participant Capital, Andres worked with Fortune International Group, where he was recognized as a top producer for three consecutive years. In 2012, Andres moved to New York City to manage the exclusive sales for Trump Soho, a luxury condo-hotel. Selling more than $25M for the project, he was once again named a top-producing executive in the region for his sales and management team efforts.
Nicolas Cuello   |   Global Distribution Director
Nicolas’ experience in real estate and finance industries combines the perfect expertise needed to provide deep insight into the company’s projects and offerings to the finance world. Nicolas has spent a considerable amount of time in cities like Bogotá, Chicago, and Miami, and has been able to tailor his expertise to these real estate/financial markets.
Karen Malkun   |   Global Distribution Director
With a BFA in Business Administration and almost ten years of experience in real estate and finance, Karen brings her expertise to financial platforms in international markets seeking alternative investment solutions. Through driving sales goals, business plans, and supporting sales efforts, Karen helps built lasting business relationships with our clients across the globe.
Bruna Maccari   |   Global Distribution Associate
Being fluent in Portuguese and Spanish, Bruna helps to scale the firm’s growth across Latin America, with a focus on the Brazilian market. Prior to joining Participant Capital, she worked with Banco do Brasil Securities LLC, Miami’s office. In Brazil, she enjoyed a career as an entrepreneur that allowed her to obtain solid communications, sales skills, and an extensive professional network. She holds an MBA degree from the Fundação Getulio Vargas Institute.
Michael Payson   |   Financial Analyst
With strong business acumen and in-depth analysis skills, Michael is responsible for evaluating and monitoring investment opportunities, portfolio management, research, and product development. Prior to joining Participant Capital, he worked as an Analyst at Moody’s in New York City, conducting research and performing credit analysis for over 350 issuers across a range of industries, including project infrastructure, real estate, higher education, healthcare. Michael graduated from Elon University in North Carolina with a Bachelor of Science degree in Business Administration with a concentration in Finance.
Daniela Ceballos   |   Global Distribution Associate
With an extensive background in Real Estate, Daniela provides vital knowledge and knowhow to the global distribution team. From her expertise in client relations, and great communication skills, these qualities make Daniela a key person when helping coordinate company logistics, client relations management, event planning, and maintaining relationships with our distribution network of advisors and wholesale team.
Paula Maccari   |   Global Distribution Associate
With extensive experience and proven knowledge of customer service and communication, Paula holds a deep understanding of the sales process and dynamics and also has superb interpersonal and organizational skills. Being fluent in Portuguese, English, and Spanish, she provides high-qualified support to the global distribution team by processing sales leads, managing clients' data, handling regular calls and emails from clients, investors, and financial advisers in a timely and efficient manner.