Leaders at the Bell with Daniel Osorio, CEO at Andean Capital Management, Jan 15, 2026

Daniel Osorio, founder and CEO of Andean Capital Management, joins FEMACRO from the New York Stock Exchange floor to discuss the transformative shift unfolding across Latin America. The conversation centers on Venezuela's political transition and its profound implications for regional investment. Osorio, a Colombia-based fund manager with deep expertise in Venezuelan markets, notes that the developments of recent weeks represent a watershed moment not just for Venezuela but for democracy, macroeconomics, and capital flows throughout the hemisphere. He emphasizes that this story extends far beyond oil or immigration—it touches on fundamental issues reshaping Latin America's position in global markets.

On the investment front, Osorio outlines immediate opportunities in Venezuela's oil sector, where production collapsed from three and a half million barrels daily to just nine hundred thousand over twenty-five years. With minimal investment, he projects output could reach one point two to one point three million barrels within months, potentially returning to three million barrels within seven to ten years with substantial capital deployment. Since the political transition began, Osorio has fielded dozens of calls from major European, American, Asian, and Latin American funds seeking entry points into Venezuela's revival. He also sees significant spillover benefits for Colombia, northern Brazil, Peru, Ecuador, and Chile as regional integration deepens. Looking at broader US equity markets with the Dow Jones approaching fifty thousand, Osorio expresses optimism driven by anticipated interest rate cuts, solid growth, and controlled inflation drawing capital toward this hemisphere.