Raphael Hausmann Email & Phone Number

New York

Analysis of companies of the International Financials sector including forecasting of P&L, balance sheet and valuation. Meeting with senior management of financial services companies to assess strategy, competitive advantage, earnings outlook and financial strength.Advised Portfolio Manager on stock selection of non-US financials.Outperformed benchmark by.

• TIAA-CREF, New York, New York Well-known Fortune 100 Company, managing $300+B in pension assets, with 65% market share. Directed all aspects of $200M investment portfolio in European insurance companies, including.
• Exceeded index by 24% across 4 years, an annual average of 7%.
• Gained confidence of portfolio managers based on consistent productive financial performance.
• Accelerated European Insurance Segment 30+% in just 9 months in 2009.
• Continued to outperform despite market correction/recovery, resulting from accurate forecasts and key relationships with CEOs and CFOs of insurance companies.

• JULIUS BAER, New York & ZurichInstitutional asset manager and private wealth manager with assets of $100+B Directed research activities for Global Financials, creating significant profit and portfolio growth while.
• Contributed to asset growth of 30% at New York branch, based on expert portfolio advice.
• Researched risk/reward potential of Swiss Life, creating fair value 110% above share price for pending merger with JB, accurately highlighting risk of capital increase.
• Mastered global platform at annual international conference, forecasting preference of life insurance to property casualty companies, achieving a 13% annual return over a few years.
• Provided accurate predictions based on outstanding insight and financial acumen despite pressures of tight time-frame and advice contrary to accepted approaches, including advise to buy AIG at USD 55 in October 2004.

• LOMBARD ODIER, Geneva & Zurich Leading European private wealth manager, managing $100+BLed financial teams immediately following 9/11, creating assessment of potential impact on insurance claims, applying deep.
• Leveraged key business relationships with CEOs/CFOs of European financial companies to provide high-level business intelligence.
• Recommended cautionary approach on European insurance to CEO of Bank of East Asian, Consors, and a LO Board member in July 2001, as a result of accurate research/forecasting.

• UBS GLOBAL ASSET MANAGEMENT, Basel & Zurich Among top 10 global asset managers with assets of $1+TVice President, Senior European Insurance Analyst
• 1998–2000 Vice President, Swiss Equities Fund Manager & Analyst Swiss Financials
• 1995–1998 Assistant Vice President, Head Swiss Equity Research & Analysis
• 1994–1995 Equity Analyst, Swiss Insurance
• 1990–1994 Formulated recommendations advising on stock selections and expertly considering the ever-changing European Insurance Industry. Collaborated in stock selection for large cap Swiss Equities Fund, extrapolated.
• Contributed to $50B portfolio in European equities, from keen insight and analysis.

Chartered Financial Analyst, Financial Analyst

Masters, Economics

Activities and Societies: Tresurer of student organizatiion. Member of soccer club.