Richterswil, Zurich, Switzerland
An accomplished and versatile Investment Manager with a strong background in private markets. Demonstrates broad expertise across private equity, real estate, infrastructure, and complex recovery projects, with a proven track record in managing and executing investments for institutional and family office clients. Brings extensive experience in sourcing, analysing, and executing primary and secondary fund investments, as well as direct and co-investment opportunities. Possesses a robust investor network spanning family offices, pension plans, and insurance companies, supporting successful fundraising and business development initiatives. Adept at leading investment committees, negotiating complex settlements, and developing innovative fund products. Combines technical investment acumen with a collaborative approach, excelling in cross-functional teams and maintaining strong client and stakeholder relationships through effective communication and strategic partnership.
Responsibilities include leading the recovery management and ongoing operations of Greensill Supply Chain Finance Funds, with a focus on complex asset recovery and fund management. The role encompasses strategic oversight, legal coordination, and investment committee membership, ensuring the effective management of high-profile recovery projects and investor relations. Achievements Include: - Led recovery management of Greensill / supply-chain finance fund assets, acting as Member of the Investment Committee, serving as Team Head, ensuring effective oversight and strategic direction. - Collaborated on large-scale recovery situations jointly with UBS/CS general counsel and external lawyers (including intercreditor negotiations, negotiation of settlement documentation, presentation to investment committee, implementation), resulting to strong recovery results. - Developed a Fair Value approach related to a voluntary redemption programme for fund investors, managing various client interactions and facilitating 90% investor pay-out of historic NAV. - Oversaw ongoing fund management operations of the Greensill Supply Chain finance funds and various SPVs, ensuring smooth and compliant processes.
Responsibilities included developing a new thematic focused direct private equity fund product and executing real estate fund investments from sourcing to closing. The role required a high level of initiative and strategic thinking to deliver innovative investment solutions and manage complex transactions. Achievements Included: - Developed a growth-equity focused Thematic Private Equity fund product (direct equity investments in select Themes, initiative discontinued in 12/2022 due to cost reasons), including building a deal-pipeline, pushing the product through a new business process and building a senior advisor network. - Executed end-to-end primary and secondary private market Real Estate fund investment opportunities, including sourcing, business, legal & tax due diligence, Investment Committee presentations, negotiation & closing (06/2020 – 06/2022 – initially 50% alongside developing new Thematic Private Equity Fund), resulting in comprehensive deal management and successful closings.
Pre-dominantly consulting to Credit Suisse Asset Management and multi-family office Parkview Group (www.parkviewgroup.com). Responsibilities included providing private markets investment advice to asset managers, family offices, and venture capital funds on private equity and real estate investments. The role demanded a high level of expertise in fund evaluation, client advisory, building a network among family offices and project management across multiple mandates.
Advanta Capital (www.advanta-capital.com) was a specialized corporate finance and asset management firm focusing on private equity fund and direct/co-investment opportunities. Co-Founder, Member of the Board of Directors and the Investment Committee, responsible for investment identification, end-to-end deal execution, and relationships with investors.
Responsible for private equity and infrastructure fund investments in North America and Emerging Markets. Member of the investment committee. Leadership of entire investment process: deal flow generation, business due diligence, legal due diligence (including negotiation of partnership terms), and closing. SCM Strategic Capital Management (www.scmag.com) was an independent Swiss institutional investment advisor and asset management firm focusing on private equity, real estate, and infrastructure. The company was subsequently acquired by Mercer.
Responsible for generation and evaluation of investment opportunities. Structuring of private equity funds (set-up of legal entities, writing private placement memoranda, limited partnership agreement in cooperation with external law firm). Led incubation and set-up of Evolvence India Life Sciences Fund, a USD 80m growth capital focused private equity fund from idea stage to first close. Listing of Evolvence India Holdings, a feeder fund into a diversified portfolio of Indian private equity assets, on the London AIM Stock Exchange. Evolvence Capital (www.evolvence.com) is a Dubai, U.A.E. headquartered emerging markets focused alternative investment firm owned by leading families and institutions from across the Gulf Cooperation Council countries.