Mustafa O. Pasha, Cfa Email & Phone Number

Karachi, Pk

Karāchi, Sindh, Pakistan

Lead a team of 50+ front & back office professionals in the management of USD ~575 million across mutual funds and specially managed accounts in equities, fixed income and money markets. Key responsibilities:Revenue, profitability & AUM growthInvestment strategy & asset allocationBusiness developmentHighlights:Assets under management have over the last 3 years grown from under PKR 40 billion to over PKR 165 billion (as of Aug 2024)Recurring revenue has grown at a 3 year CAGR of ~23% (Fiscal year ending Jun 2024)Lakson Money market fund (LMMF) ranked 2 in calendar year 2022 and 3 in fiscal year 2023Lakson Asset Allocation Developed Market Fund (LAADMF) ranked 2 in calendar year 2022 and 3 in fiscal year 2023Lakson Equity Fund (LEF) ranked 2 in calendar year 2022 and 1 in fiscal year 2023

Karachi, Pakistan

Responsible for the investment performance, business development, operations and revenue growth of the asset management & advisory division. Lead a team of investment & research professionals in the management of USD 475+ mn client assets across mutual funds and specially managed accounts.Lead a team of business development professionals across Karachi, Lahore & Islamabad to drive AUM growth.Oversee all other back office functions (finance, operations, risk, compliance, IT, transfer agency, investor relations) to ensure the operational effectiveness of the AMC.

Karachi, Pakistan

Oversee the management of $120 mn+ in fixed income and money market investments Formulate investment strategy by taking high conviction views on emerging macroeconomic trends Member of the investment committee

Karachi, Pakistan

Responsible for managing $75 mn+ in fixed income investments across all mutual funds and institutional/HNW accounts advised by BMAFormulate an investment outlook and implement portfolio strategy including yield curve placement and duration based on a top down analysis of the macroeconomic environmentFixed Income portfolio construction and allocation to assets ranging from treasury bills, Pakistan Investment Bonds, term finance certificates, Sukuks, commercial papers, term deposits, certificates of investment, overnight/short term money market placements, mutual funds and cashAnalyze and monitor credit and interest rate risk in addition to generating out performance against contracted benchmarks on fixed income portfoliosLiaise with institutional clients to provide fixed income recommendations, ensure timely deal execution and develop corporate relationshipsRepresent BMA Funds in the media (Bloomberg, CNBC, Geo, Business Plus, Dawn News etc.)

Karachi, Pakistan

Provided economic and banking sector coverage for BMA’s research dailies and special reportsBuilt valuation models for banking sector stocks and issued investment recommendationsPublished 20 reports on the banking sector and company earning projections during this periodProvided economic analysis internally to the BMA Group (Corporate Finance, Retail and Institutional brokerage, FX, Money Market desk and Asset Management)Provided economic analysis to BMA’s institutional clients (domestic and international) through client visits, teleconferences and presentationsPublished 30 reports on macroeconomic issues ranging from interest rates, liquidity, fiscal operations, currency outlook, money markets and balance of payments during this periodInterest rate outlook – predicted 5 out of 5 monetary policy decisions correctly during 2009, which enabled BMA’s clientele to make timely asset allocation decisionsRepresented BMA Capital in the media

Karachi, Pakistan

Hired as a Management Trainee in 2007. Confirmed as Assistant Manager in 3 months and promoted to Senior Associate in 2008Performed the role of investment analyst for the investment team and was responsible for fixed income, macroeconomic and banking sector analysisAs fixed income analyst for the BMA Chundrigar Road Savings Fund (BCSF): carried out credit analysis of debt proposals; determined credit worthiness and recommended participation to the investment committee of BCSF. Assisted BCSF Fund Manager in asset allocation decisions and formulating investment strategyAs economist for the BMA Funds investment team: provided analysis of the macroeconomic environment and interest rate outlookAs banking sector analyst: circulated investment calls; provided sector outlook to investment team and conducted management meetings with various banksDelivered sales presentations to corporations in order to secure investments

B.A, Economics, Political Science, History

Gce Advanced Levels, Economics, History, Literature