Kurt Schoknecht Email and Phone Number

Founding partner of a professional advisory firm focused on strategic business development and building global distribution capabilities across the asset management industry (Insitutional, funds, sub-advisory channels). Current and Previous Engagements Include:• Assisting a London-based emerging markets boutique to develop a comprehensive plan to enter the global funds business• Designing a strategy for an industry leading Boston-based asset manager to enter the highest… Show more Founding partner of a professional advisory firm focused on strategic business development and building global distribution capabilities across the asset management industry (Insitutional, funds, sub-advisory channels). Current and Previous Engagements Include:• Assisting a London-based emerging markets boutique to develop a comprehensive plan to enter the global funds business• Designing a strategy for an industry leading Boston-based asset manager to enter the highest potential global institutional and funds markets• Working with a top-performing U.S. asset manager to re-start its dormant Offshore funds business• Building a specialty asset management firm from the ground up including: establishing a European based UCITS funds platform; hiring global sales, operations, legal and compliance professionals; and teaming with outstanding US asset managers seeking to establish global distribution.• Developing the US and Global institutional distribution strategy for a $400 Billion AUM US Asset manager. Show less

Strategic Advisory and Consulting engagements for major Investment Managers (US and Global) as well as Investment Consultants.

- Managed all of AB’s global fund/sub-adv. business development (CEO of Alliance Bernstein Investments International)- Responsible for all aspects of AB’s funds and sub-advisory businesses in 21 countries- Designed and executed a growth strategy which led AB to be a top global competitor- Managed P&L of $518 Million Revenues / $225 Million Operating Income- Built the business to $44 Billion AUM from $8 Billion in 8 years- Expanded local office network to 21 countries… Show more - Managed all of AB’s global fund/sub-adv. business development (CEO of Alliance Bernstein Investments International)- Responsible for all aspects of AB’s funds and sub-advisory businesses in 21 countries- Designed and executed a growth strategy which led AB to be a top global competitor- Managed P&L of $518 Million Revenues / $225 Million Operating Income- Built the business to $44 Billion AUM from $8 Billion in 8 years- Expanded local office network to 21 countries (from 6)- Oversaw hiring, compensation and retention programs for 240 staff- Directly managed AB’s retail interests in 6 Joint Venture companies (HK, Korea, Australia, Taiwan, India)- Led AB’s strategic alliance efforts in China- Member of AB’s Management Committee; division representative on AB’s global staff development initiative- Board member on subsidiaries / JV’s: Luxembourg Management Co, India, Hong Kong, Australia, New Zealand, Taiwan and Brazil Show less

Business Manager, Latin American Investment Banking Group•Developed and executed strategic plans for priority Latin American investment banking clients•15 direct reports; total group approximately 200 individuals, $175 million in revenuesSenior Manager, Investment Bank New Business Development•Led new initiative to identify high-contribution new business opportunities for Corporate Finance GroupGroup Head, Client-based Information Technology / MIS•Managed the development… Show more Business Manager, Latin American Investment Banking Group•Developed and executed strategic plans for priority Latin American investment banking clients•15 direct reports; total group approximately 200 individuals, $175 million in revenuesSenior Manager, Investment Bank New Business Development•Led new initiative to identify high-contribution new business opportunities for Corporate Finance GroupGroup Head, Client-based Information Technology / MIS•Managed the development and delivery of BT’s global client performance reporting systemsGroup Head, Management Consulting Group (1992 - 1995)•Managed a team of 40 professionals providing strategic analysis and recommendations to senior managers across all of BT’s businesses. Major projects included:- Designing a strategy for BT to enter the healthcare receivable finance business- Restructuring BT’s global private bank- Organizing a formal US financial Institutions Group at BT Show less

•Served clients in the Firm’s Financial Institutions practice.•Worked with a broad spectrum of FIs, including major regional / super-regional banks, international financial institutions, large investment banks, national and regional retail brokers, and US Money Center institutions. Assignments included:- Acquisition analysis- Revenue enhancement and cost management- Building complementary business and product portfolios- Achieving market dominance- Structuring… Show more •Served clients in the Firm’s Financial Institutions practice.•Worked with a broad spectrum of FIs, including major regional / super-regional banks, international financial institutions, large investment banks, national and regional retail brokers, and US Money Center institutions. Assignments included:- Acquisition analysis- Revenue enhancement and cost management- Building complementary business and product portfolios- Achieving market dominance- Structuring effective support systems (e.g. organizations, MIS, incentive/reward programs)•Managed multiple teams of consultants worldwide; worked directly with client CEOs and executives•Contributed to McKinsey’s FI practice development in the areas of risk management and core earnings improvement for commercial, private and community banks Show less

Built and managed the International Agencies and Corporate Accounts Department.•Increased earnings 30% annually over 3 years through refined customer segmentation, specific product focus and targeted marketing efforts•Unsecured credit authority of $2 Million Team Head / Relationship Manager (London, Milan, Stuttgart)•Led teams of corporate banking officers focused on a customer base of multinational corporations and top tier local companies