Juan Carlos holds a background in various branches of the financial sector, including trading, brokerage and stock exchange, private banking, asset and wealth management and financial advisory. Most importantly, he acquired particular knowledge of how the financial system works from a global, cultural and geographical perspective, having travelled to the US from his Mexican homeland until settling in Switzerland.
A walk through a slice of the financial system
I had the pleasure to meet him at a Swiss event on freedom and security online, where we could first approach the theme that would later become this episode’s object: how to fight widespread corruption and increase oversight in finance.
Currently, Juan Carlos pursues these efforts by managing the Point5Family Offices in Switzerland, an asset management and advisory firm committed to full disclosure in the provision of real, alternative financial products to its customers, as well as to foster women empowerment via its collaboration with the international NGO Graduate Women International.
A pioneer in finance, Juan Carlos sees the financial system as a viable tool to make sustainable development happen – tune in to discover everything about the ESG Lab and its mission!
Financial super structures
In this episode, we covered a broad range of current topics in finance, including risk assessment mechanisms, due diligence investigations and the pervasiveness of corruption.
We then swam in grey – the blurred lines between survival and graft – to grasp the far-reaching impact of corruption in our daily lives.
Listen now to an experienced financial leader speaking to what he sees as the most critical trends characterising the financial system – and, by result, all of us – nowadays and, presumably, in the foreseeable future.
Juan Carlos Lara, a pioneer in finance.
The Secure in Mind Project
Our mission is to greatly increase and encourage community discussion about technological and ethical issues that have done, are and will impact society on a global scale.
There is a longstanding and distinct disconnect between the way information is packaged and presented to the public and the effectiveness of this presentation in terms of generating informed, considered debate.
If we can take complex, important topics and present them, as best we can, in a manner that can interests people from outside the speciality, then we have surpassed our expectations.
Nick Kelly Bio
Nick is someone who, in many senses, is just like you: a human being trying to make sense of this existence of ours as we hurtle around a ball of gas in a sea of infinite eternity. More relevant though are his vacillations in the world amongst diverse countries and environments, collaborating, negotiating, elaborating and celebrating with fascinating people from all walks of life including politics, technology, activism, military and intelligence the world over.
He brings this unique breadth of perspective to the table and has a dogged interest in pursuing the human story behind the title or policy, appreciating the fact that underneath all of our bravado, political correctness and dichotomous states of creation and destruction, we are, after all, merely mortals trying to make the best of it.
The production cost of this episode of ‘Secure in Mind’ was supported by aizoOn Technology Consulting.
aizoOn is a global technology consulting company focused on innovation. Since the digital economy requires new visions, technologies and organisational models, we have taken the eco-system approach. Through this attitude, innovation happens through a co-creation process involving government agencies, individuals, public and private entities.
What this boils down to is that we use data and brains to drastically increase efficiencies, reduce waste, consolidate technology security and cyber postures and train the next generation of the top tech force.
If you want to passively and effectively identify hackers in your network, require project management on your space programme or even need a chemical scientist to solve a supply chain issue in your bottling plant, give us a call!