Maximilian Kaufmann Email & Phone Number

• Recruited to start a Quantitative Long Short group at Lazard Asset Management, building department infrastructure and a track record. With Lazard seed capital, incubated two Long/Short strategies targeting $500 million.
• Global Long Short: 20.7% returns for 15 months. Realized risk of 9%
• U S Long Short: 18% returns for 15 months. Realized risk of 10%.
• Researched and exploited three new market inefficiencies targeted on mapping links among companies and industries.
• Published a white paper on 130/30 strategies giving theoretical justification for combining a fundamental long only product with a quantitative long short overlay.
• Created and managed a long/short overlay portfolio to run with Lazard's fundamental long only product, hence creating an integrated quantitative and fundamental 130/30 portfolio.

• Served as lead portfolio manager for $3.5 billion of global/international long only funds with key responsibility for investment decisions and research. Directly involved in marketing efforts increasing assets under.
• Consistently outperformed the MSCI World and EAFE indexes during a four year period, with information ratios greater than one.
• Managed the work of quantitative research analysts and programmers driving for development of new strategies and arbitrage opportunities.
• Identified and implemented new research ideas for the global and international portfolios.
• Promoted marketing for consultants and clients in Japan, Australia and Europe.
• Participated in asset gathering efforts by conducting numerous prospect client presentations

• Equity Quantitative Analyst (2000-2003) Researched and developed new investment strategies used to manage quantitative strategies as well as a $15 billion fundamental global portfolio.
• Developed stable factors to identify stocks with high internal generated growth.
• Improved momentum factors with IBES detail database, extracting enhancements of 15%.
• Established investment processes for $8 billion in 50 customized, each with unique benchmarks and client restrictions.
• Enhanced quantitative multifactor model for stock selection enabling management of quantitative product.
• Collaborated with quantitative portfolio manger in overseeing account.

Ma, Statistics

Master’S Degree, Statistics, 3.8

Bachelor Of Science (Bs), Economics