Frédéric Gilbert Email & Phone Number

Backpacked for a year around the world, travelling to 16 countries, 70 000 miles500 hours spent on a fully-detailed travel blog, and produced a TV documentary to relate this off the-beaten-path, unique experienceExpanded my views on global economic trends and engaged in volunteer work (Nepal, Cambodia...)

Paris Area, France

Provided customized investment strategies and broad-based stock-picking on equity markets, mainly Europe, with focus on oil services stocks- Value-driven philosophy and bottom-up analysis on large and mid-cap European equities- Average investment horizon of five years, with tactical adjustments to trim or hedge long-term positions- Conducted in-depth analysis and security selection through an analytical approach of companies’ competitive forces, datas and ratios- Analyzing business trends, end markets, competitive positioning, and product cycles of company business models to assess the quality and durability of cash flows and earnings- Actively rebalanced portfolios following 2008 volatility, securing a year-end gain of 5.5%- 2006-2011 portfolios’ CAGR= +4.72%, compared to a -8.35% for Euro Stoxx 50 and -6.18% for French Cac 40- Structured two multi-step investment models to emphasize fundamental value, competitive forces, market structure and better engage a collaborative decision-making process- Provided detailed views and paper of current market trends and macro forecasts

Paris Area, France

Analyzed global economic and market environment in search of investment opportunities to advise 250 High-Net Worth clients- Extensively studied and interpreted financial newspapers, publications, and investment research reports- Developed general market / sector outlook and continuously assessed incoming fundamental and technical data- Analyzed companies' financial statements to understand sell-side recommendations and absolute and relative valuation models- Generated investment ideas, bottom-up and top-down analysis, and tailored portfolio adjustments based on industry analysis and market conditions- Thoroughly cross-analyzed various sources of market datas to create spreadsheets reviewing key market drivers, including asset correlations, change in leading indicators and macro drivers, or market sentiment turning points- Synthesized sell-side investment research across various industries and capitalization ranges- Pitched fully-detailed weekly perspectives, outlook and recommendations to clients- Articulated complex concepts or technical information in an understandable manner- Drafted portfolios’ performance charts, reports and market outlooks

Paris Area, France

First-ever associate to organize, manage, and lead interns'​ operational training- Managed a total of 23 people- Pioneered and carried out a comprehensive three-week training program- Interns'​ total number of daily calls answered increased by 20%- Wrote a fully detailed reference handbook (150 p.) to ensure an efficient and consistent first class service to all new and existing clients- Implemented 2 new performance indicators, allowing 95% of incoming clients'​ calls to be answered- Integrated newly-acquired retail clients and teams resulting from 4 external growth operations- Led 8 clients' meeting and conferences

Paris Area, France

Brokerage and front-office operations on New-York and main European stock markets for retail and high-net worth clients- Answered 70 clients calls per day and executed 150 orders per day on clients' accounts- Full understanding of European stock markets' mechanisms- Monitored equity markets and associated risks for clients on a daily basis- Managed claims and provided help and support to clients

"Grande Ecole Degree" - Master In Investment Management With Honors, Management, Finance, Capital Markets

Activities and Societies: active member of the campus sport associationReims, France Major in Financial markets & Portfolio management.

Corporate Finance, Securites Valuation And Investment, - Level 1

Passed CFA Level 1 exam - Currently studying Level 2 - Ethics - Quantitative methods - Economics - Corporate Finance - Portfolio.

Preparation Class For Management Schools, Advanced Mathematics

French High School Diploma, Mathematics