Andreas Bezner, Cfa Email & Phone Number

Switzerland

Zug, Zug, Ch

Stableton is an award-winning growth equity fintech investment platform founded in 2018. Our mission: to empower investors and shapers of tomorrow by providing superior access to growth equity and pre-IPO investments, with a focus on secondaries. Stableton was founded in 2018 by Andreas Bezner, CFA, and Konstantin Heiermann and now employs more than 25 people in Zurich, Zug, Berlin, and Riga. The company announced its completed CHF 15 million Series A funding round in July 2022. It operates under its FINMA license as a portfolio manager, according to Art. 17 (1) of the Financial Institutions Act (FINIA). With institutional quality investments and product innovation, we are committed to delivering excellence and have a track record of over 80 transactions. Join us as we shape the future of investment! (We are hiring) －－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Leading the company towards market leadership as an award-winning fintech platform and an investment firm specializing in growth equity investing✔ Responsible for overall strategy and investment decisions✔ Acquire deals, partners, and investors to cement further and develop our unique position and differentiated approach within the venture capital and growth equity ecosystem

Berlin, De

āltitude is a pan-European early-stage VC fund investing in startups that are accelerating the digital transformation of SMEs. āltitude is Europe's first SME Tech Fund.

Zürich, Ch

SICTIC is a Switzerland based non-profit association that connects smart money investors to innovative seed and early stage tech startups. Since 2018, SICTIC is the largest and most active business angel network in Switzerland.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ As an angel investor, I provided funding and support to innovative seed and early-stage tech startups, connecting them with smart money investors through SICTIC✔ My goal was to identify promising startups with high growth potential and contribute to their success by providing financial resources and strategic guidance

Zurich, Switzerland, Ch

Beekeeper is a Switzerland and U.S.-based startup that provides a mobile-first communications platform for employers that need to communicate with blue-collar and service-oriented workers.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ As an investor, I supported the company's mission by providing financial backing and strategic guidance to help them achieve their goals✔ My goal was to contribute to the success and growth of Beekeeper by investing in their innovative mobile-first communications platform and supporting their efforts to revolutionize communication for non-desktop workers

Hünenberg , Zug , Ch

HorseDeal24 is a sharing platform (marketplace) for horses in Switzerland. It brings horse owners and riders together, offering riders the largest horse selection in Switzerland with over 100 horses, including Haflingers, Friesians, and grey horses. The platform helps horse owners reduce fixed costs and find riding partners.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ My role was to provide strategic guidance and financial support to the company to help it achieve its goals

Zurich, Ch

Nezasa is the leading Swiss travel tech start-up, operating the world's most sophisticated platform for creating, personalizing, and booking travel packages. Their software solutions allow for instant planning and booking of itineraries, with in-destination upselling opportunities.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ As an investor in Nezasa, I gave financial support and strategic guidance to help the company achieve its goals ✔ My goal was to contribute to the success and growth of Nezasa by investing in its innovative platform and supporting its mission to lift the travel industry to the next level

Antwerp, Be

S-Biomedic is a Belgium-based company specializing in microbiome-based solutions for skincare. Their innovative method directly modulates the skin microbiome with applications in dermatology and the cosmetic industry.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Invested in S-Biomedic's innovative solutions✔ Provided valuable advice, strategic guidance, and financial support✔ Contributed to the company's mission of revolutionizing skincare through microbiome-based technologies

FLYERBEE AG is a powerful Software-as-a-Service platform that streamlines outdoor & indoor advertising business operations and measures ad campaign engagement. It simplifies customer operations, facilitates working with partners, and extends traditional advertising reach with matched digital ad campaigns.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Finance & Strategy: Directed financial planning, including models, budgets, and forecasts. Created metrics and KPIs for performance evaluation. Led business model development, pricing strategies, and revenue optimization✔ Deal Lead: Oversaw capital raising efforts, managing investor relations and negotiations. Provided analytical support for partnerships and business development. Guided M&A processes and performed valuation analysis✔ Operations: Implemented processes for cash flow management and cost controls. Managed external resources and provided strategic counsel on legal, structural, and financial matters

Zurich, Zh, Ch

Established and developed investment advisory and consulting firm, offering financial expertise across public and private investments and its associated research, asset allocation solutions as well as strategic project management.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Sourced high-quality companies for long-term investment, focusing on shareholder wealth growth with downside protection✔ Managed asset allocation using strategic and tactical models✔ Conducted research and managed assets with a global all-cap equity strategy, incorporating value, quality, and momentum factors✔ Invested in undervalued, cash-flow generating "Compounders."✔ Conducted ongoing market and company research using qualitative and quantitative tools✔ Oversaw business development, project management, and consultancy for various clients, including asset managers, startups, and investment funds

Zürich, Zh, Ch

Entrepreneur Partners is a Swiss FINMA regulated asset management boutique with a focus on advising entrepreneurs, private clients, and institutional investors. Founded in 2008, Entrepreneur Partners is now one of the largest independent asset managers in Switzerland.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Led market research and project management for service provider selection and fund launch, along with expanding international distribution licenses✔ Analyzed markets and implemented portfolio and order management systems, as well as operational and risk management frameworks✔ Managed portfolios using a US-focused equity strategy, emphasizing value, quality, and momentum investing, particularly targeting undervalued, cash-flow generating companies✔ Conducted ongoing market and sector risk analysis, utilizing a tactical asset allocation model integrating fundamental and technical indicators, contributing to the firm's macro committee

Zurich, Zurich, Ch

LIMMAT CAPITAL Alternative Investments AG is a regulated alternative investment firm based in Zurich, Switzerland, boasting significant assets under management. Specializing in alternative investment strategies, the firm operates within the Cayman Islands jurisdiction, managing long/short equity funds and other investment vehicles.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLEAs Head of Fund Distribution and Business Development my role encompassed a diverse range of responsibilities aimed at driving growth and enhancing the firm's market presence:✔ Coordinated all distribution activities for Cayman Island-based long/short equity funds, ensuring efficient and effective distribution strategies✔ Led business development and marketing efforts, devising strategies to optimize fund unique selling points (USPs) and attract investors✔ Cultivated and maintained relationships with investors, leveraging product expertise to drive asset growth and customer retention✔ Managed customer communications and acquisition processes, overseeing promotional events, marketing collateral creation, and customer feedback initiatives✔ Ensured compliance with national and international regulations governing private fund placement activities, managing FINMA authorization processes and drafting internal policies and procedures✔ Project-managed the launch preparations for a UCITS fund, conducting market research, feasibility studies, and pre-marketing activities to support strategic decision-making and fund positioning

Pfäffikon, Schwyz, Ch

Founded organization designed to provide investment advice to long/short equity hedge fund launched in February 2007. Focus was on small- and midcap stocks with a technology focus.Generated annualized return of 24.9% for flagship fund. Built company to a team of 11 and assets of more than USD 100 million culminating in a trade sales (exit).－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Strategically allocated assets and tactically managed European long/short equity portfolio holdings✔ Established and led a fundamental research department, conducting comprehensive primary and secondary research, financial analysis, and company assessments✔ Managed corporate accounting, tax planning, intercompany transactions, and financial budgeting processes✔ Oversaw recruitment, HR and COO functions, ensuring adherence to relevant legislation and regulations✔ Drove business development and sales activities, fostering partnerships, cooperations, and sourcing new fund projects✔ Cultivated positive relationships with investors through roadshows and meetings, providing regular updates on fund performance✔ Line-managed a team of 11 staff members, focusing on their development, performance management, and productivity

Zug, Ch

Co-advised SWX Swiss Exchange-listed closed-end fund (Mach Hitech AG). Annualized performance of 35.0%. Fund size approximately CHF 120 million at the end of June 2006. Active reduction of fund price to NAV.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Co-portfolio managed assets with a focus on European companies✔ Developed sector knowledge in Technology, Telecom, Consumer Discretionary, Consumer Staples & Industrials✔ Performed ongoing market and fundamental company research and analysisUtilized both qualitative and quantitative tools and criteria✔ Utilized proprietary technical analysis✔ Wrote and contributed to monthly and quarterly investment commentaries

London, Gb

Ernst & Young (EY) is a multinational professional services firm headquartered in London, United Kingdom. It is one of the largest professional services networks in the world, providing assurance, tax, consulting, and advisory services to companies across various industries.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Performed company audits, valuations, and financial due diligence for private equity clients✔ Developed an understanding of audit approaches and methodologies✔ Established working relationships with client personnel✔Conducted analytical reviews of audit documents✔ Identified accounting and auditing issues and performed research to resolve them✔ Prepared financial statement reports and documentation supporting audit opinions✔ Provided recommendations for improved controls and business enhancements✔ Demonstrated the ability to plan and manage engagements and people✔ Ensured deliverables met work plan specifications and deadlines

Junior Business Team e.V. is a consulting firm based in Stuttgart, Germany. The firm specializes in providing consulting services for various projects across different industries.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Conducted detailed business plans✔ Market studies✔ Strategic website projects✔ Organisation of major recruiting event✔ Presenter and participant of/in numerous internal and external workshops

Zug, Ch

Invision Private Equity AG is a private equity firm located in Zug, Switzerland. The firm specializes in investment management and private equity transactions.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Screening of potential target companies✔ Onsite due diligence✔ Financial modeling✔ Project management of taking over the management mandate for a listed closed-end fund✔ Assisting in setting up asset management business✔ Company research and valuations

Zug, Ch

Invision Private Equity AG is a private equity firm located in Zug, Switzerland. The firm specializes in investment management and private equity transactions.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Screening of potential target companies✔ Onsite due diligence✔ Financial modeling✔ Project management of taking over the management mandate for a listed closed-end fund✔ Assisting in setting up asset management business✔ Company research and valuations

New York, Ny, Us

Merrill Lynch is a renowned financial services firm that offers wealth management, investment banking, and other financial services to private clients and institutions.－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Accompanied financial consultants to key account meetings and prospecting opportunities✔ Composed client portfolio reviews, equity and mutual fund research✔ Organized prospecting seminars✔ Further assisted in various portfolio management, wealth management and planning tasks

Duesseldorf, De

Metro Cash and Carry is a leading international wholesale company that provides a wide range of products and services to businesses, including restaurants, hotels, and retailers. With a focus on bulk purchasing and efficient distribution, Metro Cash and Carry serves as a one-stop shop for businesses' operational needs－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Finance and accounting✔ Risk management

Duesseldorf, De

Metro Cash and Carry is a leading international wholesale company that provides a wide range of products and services to businesses, including restaurants, hotels, and retailers. With a focus on bulk purchasing and efficient distribution, Metro Cash and Carry serves as a one-stop shop for businesses' operational needs－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－ROLE✔ Finance and accounting✔ Risk management

Master’S Degree, M.Sc. Economics (Banking, Finance & Accounting, And Entrepreneurship)

Chartered Financial Analyst, Cfa

Education record