Marzio Foa, Cfa Email & Phone Number

Paris, FR

Family Office- Co-managing a portfolio of corporate and government bonds with an active Hold to Maturity strategy- Managing a portfolio of European equities (20 stocks) with a fundamental, long-term approach focused on quality. We sold this portfolio after a solid performance, following a change in our investment policy- Relations with brokers and banks.

Saint-Malo Area, France

- Strategic audits, supporting the Board and the BU Directors- Advising on asset allocation decisions (capex, M&A, new businesses, partnerships, …)- Interim M&A team from April 2018 to July 2019: valuation, negotiation, due diligence and project management on acquisitions and divestments

Paris Area, France

- In charge of the sector (17 companies including TUI Group, Thomas Cook, IHG, AccorHotels, Compass, Sodexo, Elior, Orpea…)- Construction and update of valuation models (DCF, NAV/SOTP and peers metrics), publication of reports- Close discussions with management and investor relations teams of the covered companies and sector stakeholders- Daily analysis.

Paris

- Coverage of listed European Oil Services, Refining, E&P and industrial companies (18 companies including Technip, Saipem, GTT, PGS, Saras, IMI, Fuchs Petrolub…)- Recommendations had a +32% absolute performance, +20% outperformance over a three-year period, according to Bloomberg (to April 2017)- Joined in 2013 as I shared with Alexandre Andlauer the view.

Paris

Paris

Hong Kong

Equity Research, Global Emerging Markets Asia Pacific Team

London

Research Desk engaged in manager selection and portfolio Asset Allocation for global Funds of Hedge Funds.

Turin

Master In Management

Bachelor In Business Administration

Summer Session