AlphaBee Invest SA (AlphaBee) is a private investment office specialized to protect and grow one family’s wealth, and dedicated to provide holistic investment advice to other family offices on a case-by-case basis.AlphaBee's seasoned, dynamic, and discreet team brings forth proven expertise in investment analysis, specializing in arbitrage strategies applied to liquid assets. AlphaBee has also a multi-year successful history in efficient FX hedging for global multi-asset and multi-strategy portfolios.

AlphaBee Asset Management (AlphaBee) is the sponsor and investment advisory company of a regulated Luxembourg Sicàv-SIFs investable for institutional, professional and other well-informed investors. Its philosophy is to protect, diversify and grow capital through controlled volatility, constant high liquidity and efficient diversification while providing attractive risk-adjusted returns. AlphaBee identifies, analyses and invests into global liquid arbitrage and relative value strategies uncorrelated among themselves. With such strategies, AlphaBee constructs and actively manages robust, liquid multi-asset portfolios uncorrelated to global stocks and bond markets.

+ Business intelligence through the entire spectrum of the liquid alternative investments strategies, e.g. star and early stage hedge funds managers.+ Select, Cover, and Source niche investment strategies of an interest to achieve absolute returns.+ Asset Management advisory based on unique methodologies to maximize liquid "alphas" (superior talents and strategies in the industry) and neutralize the "bêtas" (market risks) to achieve stable returns regardless of the market direction and fluctuations.+ Advise with the use of proven quant tools the expected direction of liquid Assets + Wealth management advisory on qualified families and Private Investment offices.

+ CEO with two directly owned private equity investments, commercial companies during restructuration/continuation plan, Strategic Reporting at global level,responsable of General Affairs.+ CIO, external managers investment portfolio, arbitrage strategies, specialized in niche strategies with alpha generators to deliver superior adjusted returns independently of the market direction and fluctuations. Achieved absolute performances since 2008 included.+ COO, investment vehicles management and administration in Luxembourg/Cayman/BVI, Global Macro (discretionary), Event Driven and systematic Hedge funds investment Strategies.+ CRO/CCO with the execution trading desk and regulated investment fund supervision. Handled futures, stocks/trackers, options, bonds, rates, legal structures involving various risks: Credit, Operational,Market, Liquidity, Legal.+ Management with global teams in Switzerland, India, China/HK, France, Africa.

Core activities:+ Head the selection of external hedge funds managers with active management and selection of a systematic portfolio (started Mar08). Numerous Due Diligences Questionnaires made for the account of the family, preparation and analyses of investment committees (external mandates of diversified selections of hedge from 12 senior experts in hedge funds (mainly first class banks) + NAV confirmations, cash transfers, leverage, legal affairs, management of the diverse activities, vehicles and private accounts.+ Manage funds, negotiate fees, liquidity, contracts, handle business relations. + Ensure relationships with investment/private bankers, provider of leverage, administrators, prime brokers, custodians and commercial relations of the family, buy and sell side.Quantitative skills: + Automated numerous reports, factsheets, quantitative tools, and warnings analysis of managers’ style, distribution, geometrical relative attribution and diverse statistics.+ Optimize portfolios with Black Litterman, views on expected risk return assets.+ Backtest portfolios and analyze peer groups through hedge funds sub-strategies.+ Monitor benchmarks, allocation shift, portfolio stress tests and allocation impacts.+ Analyze performances and statistics for the CTA (circa. 300 proprietary systems, development in CH and India till 2009), created Manage Accounts for this purpose.+ Manage actively the credit, operational, market and liquidity risks of all the financial markets investments of the family office.

(Relocation of the office in New Zealand and the swiss partner from CH to the USA)+ Modeled the portfolio management, performance analysis and NAV estimation of 5 Funds of Hedge funds with circa. USD1 Billion, AUM.+ Used quantitative models, (Distribution Laws fit, Maximize Skew Monte Carlo, pearson correlations, contribution to volatility, style analysis, VBA functions)+ Confirmed NAVs and run the performance analysis for the clients.+ Participated to Investment committees, due diligences and capital introductions.

+ Executed Equity valuations with, DCF, Capital Cost, Betas and Multiples calculations. + Produced Financial presentations: MOU, Teaser, Due Diligence through Powerpoint.+ Researched on Bloomberg, FirstCall, Kisline, Equistar, Datastream.+ Valuated Keun Wha for the account of Sanofi-Synthélabo. + Raised Capital of CJ Global Logistics Service from circa. EUR500M

(1 year visa after MBA)+ Processed various clients’ requests using Accutrust, ACS, Bondmaster.+ Assisted the marketing manager editing and compiling the client database.

+ Analyzed day to day recovery loans,+ Generated monthly issues, forecasts of the “recovery” accounts