Host
February 14, 2025
Host
CEO of Grupo Romero Investment Office (GRIO) and CEO & CIO of Grupo Romero Asset Management (GRAM)
In this episode of declarations., Todd S. Rich sits down with Marco Peschiera, CEO of Grupo Romero Investment Office (GRIO) and its asset management arm GRAM. Marco traces his journey from childhood on a Peruvian farm to leading global investment teams at Citigroup and Carlyle, where he helped build Carlyle’s Latin America buyout business. He shares lessons from navigating crises in emerging markets, investing in iconic assets like the Inca Rail to Machu Picchu, and now guiding Grupo Romero’s fifth generation toward long-term, resilient investing.
They discuss:
• Marco’s early Life in Peru growing up on a farm teaching him lessons in humility and simplicity
• Hiring people better than yourself and teaching resilience
• Building Carlyle’s Latin America buyout fund with guidance from mentor Bill Conway
• Transforming Grupo Romero into a modern investment platform
• Supporting education and crisis relief through Fundacion Romero
• Reflections on resilience, humility, and family as the true sources of success
Topics:
(00:00:00) – Introduction & Marco’s declaration: hire great people, teach resilience
(00:05:00) – Childhood on a Peruvian farm taught lessons in humility and modesty
(00:10:00) – Moving to Lima, early schooling, and first exposure to finance
(00:14:00) – Latin America’s 1990s boom and crisis
(00:19:00) – MBA at Wharton & Columbia’s value investing program
(00:27:00) – Building Latin America buyout platform at Carlyle and mentorship from Bill Conway
(00:36:00) – Joining Grupo Romero and vision for GRIO and transition to the 5th generation
(00:50:00) – U.S. Hispanic market
(00:55:00) – Grupo Romero’s philanthropy & education focus
(00:58:00) – Personal life: relaxation on the family farm, skiing, and family as source of happiness
(00:01:00) – Closing reflections: resilience, ethics, and long-term thinking
Episode #16
Bill shares insights from a 30-year career and discusses factors that, in his experience, influence how families approach building, preserving, and transitioning wealth across generations.
Episode #7
Jon Qvistgaard=Petersen talks racecars, oil, philanthropy, and shares the philosophies that have guided his career and personal life.
Episode #4
Robert Picard - Robert Picard talks about family-oriented investing with an institutional bar for quality.
We value partnership and welcome your interest in what we are doing. How can we work together?