I am Marcelo Ortiz, Assistant Professor of Financial Accounting at Universitat Pompeu Fabra. I am also affiliated with the Barcelona School of Economics and the UPF Barcelona School of Management.

My research has been published in finance (the Review of Financial Studies) and management journals (Entrepreneurship: Theory and Practice, and Global Strategy Journal).

Since 2019, I co-organize the Barcelona Accounting Seminars and Workshops.

Before my academic career, I was a portfolio manager at Itau Bank, working on interest and liquidity risk management through debt issuance, asset securitization, and derivatives trading.

🔎 Research Interests

  • Corporate Reporting and Market Transparency
  • Wealthy Business Families
  • Inheritance and Corporate Tax

📢 News

  • Sept 2023: Accepted to present “Political Business Families” at the 12th International Conference of the Iberoamerican Academy of Management in Dec. 2023.
  • July 2023: Invited to Paris Dauphine - PSL to give a Research Seminar and PhD workshop in March 2024.
  • May 2023: Paper accepted in The Review of Financial Studies.
  • May 2023: Selected to present at the Finance Symposium (Greece), my recent work on tax havens and offshore finance.

📎 Working Paper

🛠️ Work in Progress

  • Tax Avoidance and Optimal Contracts (with Juan Imbet and Vincent Tena).
  • Financial Reporting and CEOs market (with Francisco Urzúa and Paolo Volpin).