Juan Carlos Lugo Founds Investment Club

May 2022 was the height of late spring in Madrid, but for Juan Carlos Lugo, it marked a significant new beginning in his career. He announced the creation of his own investment club, a private platform integrating education, strategy, and asset management, designed to provide long-term, stable market support for high-net-worth clients and sophisticated investors.

This wasn’t a coincidence; it was a natural extension of Juan’s years of professional experience. Born in Madrid, his journey began at IE Business School, progressed to further studies at the University of Chicago, and culminated in over a decade of hands-on experience at Santander Bank and on Wall Street, giving him a deep understanding of the dynamics of the international capital markets. During the early days of the 2020 pandemic, he helped clients mitigate risk through defensive strategies. He also reaped significant returns through precise investments in energy stocks, pharmaceutical financing, and green bonds. Each success has made him realize that professional strategies and transparent information are far more important to investors than simply generating returns.

During the energy crisis of the spring of 2022, Juan led his clients to an average return of 73%. However, he realized that relying solely on one-off opportunities could not satisfy his clients’ long-term asset appreciation needs. Therefore, he decided to establish an investment club, transforming the experience he had accumulated over the past year in a private investment group into a systematic, sustainable investment system. He hoped that this platform would not only provide market analysis but also, through education, strategic guidance, and one-on-one coaching, enable members to develop their own judgment in a complex and volatile market.

The club adheres to the principle of being small but focused, strictly controlling membership size to ensure that every participant receives adequate attention. Juan personally sets the investment framework, while the team handles daily market analysis, strategy research, and asset allocation recommendations. Whether it’s stocks, bonds, derivatives, or green investments, the club provides in-depth data and risk assessments, enabling members to make informed decisions.

The investment club emphasizes not only returns but also the transmission of ideas. Juan believes that rational investment philosophy and rigorous risk management are more valuable than short-term high returns. He arranges weekly online seminars to analyze market trends and share case studies, and organizes regular offline exchanges to help members understand global macro trends, policy changes, and industry opportunities. The club also encourages members to exchange ideas, fostering a community culture of information sharing and strategic discussions. This highly interactive and learning mechanism is unmatched by private investment groups.

Since its inception, the club has attracted experienced investors and high-net-worth individuals from various sectors. They are both participants and co-learners, gaining unique market insights through the club’s platform. Juan emphasized that this is not a “copycat” investment tool, but rather a long-term education and strategy platform. He hopes that members will learn to make independent judgments, allocate assets scientifically, and develop a sustainable investment system.

In May 2022, with the official launch of his investment club, Juan Carlos Lugo redefined his professional boundaries in Madrid—from trader and strategy advisor to educator and organizer. His goal is not only to help clients create wealth, but also to help more investors find direction and gain confidence in complex markets. This time, he leveraged a systematic platform and philosophy to transform past experience into replicable value, ushering in a new chapter in his career.