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This chapter explores the case of Capital Safi, a private asset management firm in Bolivia, and how the founder recognized the need to strengthen the firm's governance to expand across South America. It discusses the recruitment of board members, establishment of a governance committee, and implementation of assessment process and succession plans, emphasizing how good corporate governance attracts new investors and guides the firm's growth, risks, and overall strategy.

Jorge Quintanilla Nielsen started the private asset management firm Capital SAFI in 2007 — and planned to expand from Bolivia across South America. As a private firm, Capital SAFI isn’t required to have a board, but he knew that governance would be one of the main aspects potential partners would evaluate.

In this episode, Harvard Business School professor V. G. Narayanan discusses his case, “Building the Governance to Take Capital SAFI to the Next Level.” He explains how Nielsen selects board members and holds them accountable in their roles. He also discusses how Capital SAFI’s board guides the firm’s growth, risks, and overall strategy.

Key episode topics include: strategy, corporate strategy, corporate governance, sustainable business practices, boards, investment management, growth strategy, global growth, assessing risk.

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