Expert Details
Private Markets
ID: 739653
Switzerland
Highly recognized expert combining operational and academic knowledge, author of multiple books on private equity, offering a unique network of contacts, opportunities, and long-term partners.
International hands-on entrepreneurial and operational experience in the U.S., Europe, and Latin America, with solid bottom-up knowledge, extensive network among fund managers and CEO's of private companies with solid references.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2015 | Degree: Ph.D | Subject: Management | Institution: Uni. St-Gallen |
| Year: 1999 | Degree: Master's | Subject: European Business Law | Institution: Universite Paris |
| Year: 2000 | Degree: MBA | Subject: Entrepreneurship; Business Administration | Institution: HEC Paris |
| Year: 1996 | Degree: Bachelor's | Subject: Political Science, w/ Honours | Institution: Institut d'Etudes Politiques, Lyon |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2020 to Present | Employer: Undisclosed | Title: Consultant on Private Markets | Department: |
Responsibilities:In his current role as Employer, Expert has produced a range of profitable independent white-label research products. Among other achievements, he has:Consulted on asset allocation, strategy, and PM fund selection for over 30 private market funds, and analyzed these for a client. Undertaken governance with and for seats on Boards and Investment Committees. Been invited to review training material and examination questions by the Chartered Alternative Investment Analyst Association (CAIA) -- the only professional association dedicated to alternative investments. Co-organized the Private Capital Research Conference. Gave a Masterclass and participated in roundtables. Recruited sponsors: BlackRock eFront, Campbell Lutyens, MJ Hudson, Titanbay, EDHEC Infra, Unigestion. Academic partners: IMD, Oxford Saïd Business School, Université Paris-Dauphine, EDHEC, and EPFL. § Clients include: Helvetia, UBS, Ardian, Eurazeo, Julius Baer, IDI EM, Titanbay, Indefi, Jasmin Capital, Gefira, Headway, Investment Associates, BlackRock eFront, Fexso FO, Mosaik Capital, and Golding Capital Partners. |
|||
| Years | Employer | Title | Department |
| Years: 2017 to 2020 | Employer: Wellershoff & Partners | Title: Partner & Head of Private Markets | Department: |
Responsibilities:In his role as Partner & Head of Private Markets at this research and advisory firm in Zurich, Expert's achievements included the following:§ Expert advisory function contributing to the growth of this advisory business. § Created a profitable private markets unit; turnover yearly growth of 10-15%. § Single point of contact for private markets SAA and key projects. § Launched quarterly Private Markets Perspectives (86 pages/issue). § Clients include: UBS, CoreState, eFront, Clarus Capital, Indefi, Swarovski FO, Neurimmune, Greenhill, EC. |
|||
| Years | Employer | Title | Department |
| Years: 2009 to Present | Employer: Undisclosed | Title: Founder and General Partner | Department: |
Responsibilities:Working alone, Expert established two venture capital funds (fund size multiplied by 4 from Fund I to II). During this time, he:Convinced 16 investors (family offices and high net worth individuals) in 2009 and 12 in 2017 (5 re-investing). Attracted investors (family offices and high net worth individuals) on the basis of personal reputation. Developed as co-investment funds (allowing investors to increase their commitment by investing directly) |
|||
| Years | Employer | Title | Department |
| Years: 2014 to 2016 | Employer: UBS Wealth Management | Title: Executive Director | Department: |
Responsibilities:In his role as Executive Director at this Chief Investment Office in Zurich, Expert served as:Member of the Senior Management Team, in charge of buy-side PM research. PM advisory and allocation (FO and UHNWI), developed a portfolio simulation tool. Representation of CIO Private Markets, Top presenter 2015. |
|||
| Years | Employer | Title | Department |
| Years: 2012 to 2014 | Employer: (Undisclosed) | Title: Private Markets Consultant | Department: |
Responsibilities:As a consultant specializing in private markets in Zurich, Expert:Advised Delman (SFO) on its VC/Growth & fund investments (CHF 2.5M invested). Advised Impact Economy (Asset manager) on its PE direct investments in biofuel in Africa. Produced white-label research products and provided training sessions. Clients: eFront, SBB Pensionskasse, PineBridge, Go-Beyond, Crédit Agricole Private Banking, Bureau van Dijk. |
|||
| Years | Employer | Title | Department |
| Years: 2009 to 2012 | Employer: Tiaré Investment Management AG, Zurich | Title: Founder & Chief Investment Officer | Department: |
Responsibilities:JV with Tiaré Groupe in Paris (€1 billion AuM).Direct investment primary & secondary (VC/Growth) analysis of 7 substantial portfolios. PE fund due diligence and negotiations (12 funds analyzed). Private equity fund structuring and raising. |
|||
| Years | Employer | Title | Department |
| Years: 2008 to 2009 | Employer: CASDEN Banque Populaire | Title: Special Advisor to the President | Department: |
Responsibilities:At this major Paris bank, Expert worked under an 18-month advisory contract to design a payback scheme design for the bank’s clients-owners.University research financing scheme design and French University endowment. |
|||
| Years | Employer | Title | Department |
| Years: 2007 to 2008 | Employer: Capital Dynamics | Title: Consultant | Department: |
Responsibilities:In his consulting role with this PE fund of funds management, Expert worked under a 6-month advisory contract to set up a database of 170 competitors. He designed RFP and marketing materials. |
|||
| Years | Employer | Title | Department |
| Years: 2006 to 2007 | Employer: Pionat Viable Investments | Title: Founder and Managing Partner | Department: |
Responsibilities:In his role as Founder and Managing Partner of this fund of funds manager in Zurich, Expert:Recruited and managed a team of 4 Senior Partners. Gathered soft commitments worth €35 million. Conceived full DD pack, including a proprietary database (500+ funds). Gathered an international Advisory Board comprised of highly qualified professionals. |
|||
| Years | Employer | Title | Department |
| Years: 2005 to 2006 | Employer: Adveq Management | Title: Associate | Department: |
Responsibilities:In his role with this private equity fund of funds manager in Zurich, Expert:Sourced a €150 million investment LOI for a JV with Eurazeo. Conducted fund analysis in Western and Central Europe: U.S., BO, and VC funds. Assumed responsibility for investments (Sequoia & TA funds). Sourced from personal network (oversubscribed). |
|||
| Years | Employer | Title | Department |
| Years: 2002 to 2004 | Employer: Independent Consultant | Title: Independent Consultant: Specializing in Private Markets | Department: |
Responsibilities:In this Paris role, Expert's clients included AFIC, Maaf Gestion, Noos, eFront, Friday, Training Orchestra; Externall:Topics included: M&A Distressed competitors Debt structuring; Société Générale AM: PPM drafting for an IT VC fund. |
|||
| Years | Employer | Title | Department |
| Years: 2000 to 2002 | Employer: Pyramid Technology Ventures I | Title: Analyst | Department: |
Responsibilities:In his role as Analyst with this IT VC Fund -- Paris / San Francisco -- Expert managed key investments in France and the United States. The full investment cycle spanned deal analysis to investments and exit. |
|||
Career Accomplishments
| Publications and Patents Summary |
|---|
| Expert has four publications regarding asset allocation, private equity, debt, real assets, business angels, sustainability, and private markets. |
Fields of Expertise
asset allocation, private market, private markets, debt, debt restructuring, debt financing, fund of fund, financial research, financial advisory, capital fund, capital funding, co-investment, co-investment fund, co-investment funding, portfolio simulation, portfolio, portfolio management, portfolio analysis, senior management, senior leadership, financial management, management