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 8% over period 2011-2014.

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 advising portfolio managers on optimal stocks for $500M investments. Collaborated with 6-member team of analysts managing $800M in Global Financial assets, with $100M specialty in European Insurance investments. Conducted analysis of companies, including detailed reports outlining forecast of expected company performance. Created bi-annual presentations on industry trends, forecasts, P&L, and balance sheets. Met with upper management of insurance companies and banks to assess corporate strategy, competitive advantage, and financial strength, formulated from travel on-site. • 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 increasing level of customer service. Conducted research, analysis, and formulated accurate recommendations to increase portfolio performance and confidence in financial advice.• 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 and sell at USD 71 in February 2005. Advised to buy Prudential Finacial in September 2003 – best performing US life insurance blue chip since then.

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 knowledge base to create accurate forecast despite lack of available market research. Developed on-target advice to Financials Fund, Asset Management, and Private Banking on stock selection. • 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 from the outlook of Swiss equities to Asset Management. Marketed Swiss equity products to institutional clients. • Contributed to $50B portfolio in European equities, from keen insight and analysis.• Created leading quarterly publication on Swiss Equities as Head Swiss Equities. • Earned 5 awards for best performance over 1, 2, and 3 years by Lippers and Micropal, resulting from proposal/launch of mutual fund for Swiss mid-sized companies.

Chartered Financial Analyst, Financial Analyst

Masters, Economics

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