Frédéric Dreyfuss

Investor, Listed Equity at Capital Group (Tech, Consumer, non-Bank Financials)

London, England, United Kingdom

About

Listed Equity investment responsibilities in Consumer, Tech, and Financials, across Western Developed markets, Emerging & Developed Asia, and Latin America. Previously investing across the capital structure of unlisted companies (Junior Debt, Mezzanine, Equity), with a focus on Consumer and Industrial sectors. Initial background in Leveraged Finance, focused on Private Equity transactions (LBO, Take-Private, M&A Financing, Dividend Recapitalization).

Experience

  • Investor, Listed Equity (Tech, Consumer, non-Bank Financials) at Capital Group
    Sep 2020 - Present · 5 yrs 11 mos

    Listed Equity investment responsibilities in Consumer, Tech, and Financials, across Western Developed markets, Emerging & Developed Asia, and Latin America. Capital Group actively manages well over $3 trillion in assets, primarily in Listed Equity. Founded in Los Angeles in 1931, it is primarily held by its ~300 investment professionals, with offices across the Americas, Europe, Asia, and the Pacific. At Capital Group, each investment professional invests in their highest conviction ideas. While they collaborate and share insights, each professional invests independently according to his strongest convictions. Portfolios are divided into segments, each run by an individual investor. Investment professionals represent a diverse set of backgrounds, styles, and approaches. The resulting portfolios are a diverse collection of investment ideas, creating the potential for portfolios to fare well in a variety of market conditions.

  • MBA Candidate - Columbia Fellow at Columbia Business School
    2018 - 2020 · 2 yrs

    - MBA candidate sponsored by Columbia Business School - Recipient of the Columbia Fellowship, which is awarded to a handful of MBA students and covers most tuition costs. - Editor of Columbia Businees School Investment Journal, Graham & Doddsville - Value Investing - Private Equity Program, Deal Camp

  • Investment Group, Listed Equity at Capital Group
    May 2019 - Aug 2019 · 4 mos

    With over $2 trillion in assets actively managed by 300 investment professionals, Capital Group ranks among the world's largest investment management organizations. Founded in Los Angeles in 1931, it is primarily held by its investment professionals and has offices around the globe in the Americas, Europe, Asia, and Australia.

  • Investment Manager, Principal Investments, Private Equity & Debt at BNP Paribas
    Feb 2016 - Dec 2017 · 1 yr 11 mos

    Principal Investments is the proprietary investment arm of BNP Paribas, the largest Bank in the Eurozone. - Joined as Investment Manager a 12-people Investment team which has deployed more than €800m of proprietary capital in unlisted assets over 2016 and 2017 - Participated in 5 Minority Equity investments (Iberian agrochemical, French retail, French pharmaceutical, Iberian retail, French industrial manufacturer) - Participated in 3 Subordinated Debt investments (UK pharmaceutical, French retail, Franco-Belgian fast-food) - Reviewed more than forty investment opportunities in Europe across a wide spectrum of industries, in order to help identify the most attractive ones and target the optimal risk-return instrument within the companies’ capital structure (Equity, Convertible bonds, PIK notes, Mezzanine debt, Unitranche)

  • Analyst Leveraged Finance at BNP Paribas Corporate and Institutional Banking
    Feb 2015 - Jan 2016 · 1 yr

    Leveraged Finance handles the Origination, Structuring and Execution of Private Equity - backed transactions by underwriting Leveraged Buy Out debt at Mandated Lead Arranger & Bookrunner level (# 1 Bookrunner of EMEA leveraged loans in 2015 by both volume as well as number of deals). Successfully closed/syndicated deals include: - Ten Cate EUR 595m 1st and 2nd lien public-to-private LBO debt financing (Gilde Buy Out Partners; synthetic fibers) - Dümmen Orange EUR 255m LBO senior debt financing (BC Partners; floricultural breeding) - Loparex USD 275m LBO senior debt financing (ICG - Intermediate Capital Group; industrial goods) - Raet EUR 300m dividend recap (CVC Capital Partners; HR IT services) - ADB add-on on the original EUR 169m senior facilities for the acquisition of competitor Safegate; presentation to S&P and Moody's for the rating of the combined facilities (PAI Partners; airport infrastructure) Main responsibilities: - Financial and strategic analysis of LBO target companies and assessment of their market dynamics - Cash flow modelling and capital structure analysis (current & targeted) of LBO candidates - Drafting of presentations to Investors & Rating Agencies for the the purpose of credit facilities' syndication - Drafting of pitches on Market conditions (leverage levels, interest rates) or potential LBO targets, aimed at Financial Sponsors