Michael B. Garcia, CFA

Michael B. Garcia, CFA is a finance professional with extensive experience in investment management and corporate leadership. Here are some key details about him:

Professional Background

Michael Garcia is currently the Chief Executive Officer and Chief Investment Officer of MBG Capital, a boutique investment advisory firm he founded in 2011.3 Prior to this, he worked for nine years as the Head and Chief Investment Officer of the Trust & Investment Services Group at Union Bank of the Philippines, where he oversaw $1 billion in client portfolios.3

Current Roles

• CEO and CIO of MBG Capital Pte Ltd13
• Director at MBG Capital, Inc., MBG Investment Management, Inc., and MGB Equity Investment Fund, Inc.1
• Trustee at the Philippine Investment Funds Association1
• Independent Director at Lopez Holdings Corp. (elected on June 21, 2023)2

Past Positions

• Independent Director at Lopez Holdings Corp. from August 5, 2021 to June 8, 20232
• Head of Trust & Investment Services Group at Union Bank of the Philippines (2002-2011)3
• Various positions in capital markets and corporate finance at General Motors Europe (1997-2002)3
• Credit risk manager at Citytrust Banking Corporation (1992-1994)3

Education and Qualifications

• MBA from IESE Business School in Barcelona, Spain3
• Bachelor's degree in AB Management Economics from Ateneo de Manila University3
• Chartered Financial Analyst (CFA) charter holder3

Achievements

At Union Bank, Garcia created nine mutual funds and managed them to top industry performance. His equity fund, the UBP Large Capitalization Equity Portfolio, was recognized by Bloomberg as the best performing equity fund in the Philippines.3

Michael Garcia is known for his expertise in investment management and his leadership in the financial sector in the Philippines and Singapore.