Luis V. Sanchez, CFA, founded LVS Advisory in 2018 and serves as Founder and Managing Partner. He holds degrees in finance, accounting, and Chinese language and culture from Florida State University plus the CFA designation. His experience includes roles at notable financial institutions including Credit Suisse, Wells Fargo Securities, JP Morgan Asset Management, and Deloitte Financial Advisory Services. He is a highly-regarded investment analyst recognized by SumZero, Ira Sohn, Seeking Alpha, and van Biema Value Partners, with insights featured across major media outlets including CNBC, Yahoo Finance, Fox Business, and The Motley Fool. He holds industry licenses including Securities Industry Essentials, Investment Banking Representative, and Investment Adviser Law examinations.

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The Event-Driven Portfolio is an absolute return strategy focused on capital preservation through investments in merger arbitrage and other event-driven situations. The strategy is designed as a liquid, transparent alternative to bond funds that prioritizes capital preservation and aims to outperform the US high-yield bond market. It invests in stocks, bonds, and bond-like securities affected by specific events that lead to re-pricing, emphasizing sound risk management through a diversified portfolio of up to 40 uncorrelated holdings. The investment philosophy follows Warren Buffett's principle: 'Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.'

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