Stephane Julen, Cfa Email & Phone Number

Zürich Area, Switzerland

• Advisory for the selection of alternative investments (Insurance-Linked Securities, CAT Bonds, Hedge Funds, Alternative Risk Premia).
• Outsourced investment analysis, due diligence and monitoring services.
• Distribution of best-in-class funds in high-potential and niche areas (Chinese equities, Insurance-Linked Securities).

Zürich Area, Switzerland

• Managed $2 billion of alternative multi-manager portfolios investing in equity, fixed income, FX and commodities. Seated on senior investment committees.
• Headed the hedge fund selection team covering Long/Short Equity and Event Driven strategies globally. Responsible for selection and monitoring of 50 hedge fund managers and over $3.5 billion of invested assets.
• Developed and traded an innovative Long/Short Equity fund investing in the highest conviction stock ideas of a selected number of managers.
• Led a project to divest a $1 billion portfolio of illiquid funds. Analyzed illiquid holdings, selected brokers and conducted auctions.
• Presented products and services to institutional and private investors.

Zürich Area, Switzerland

• Led hedge fund investment team managing over $800 million of internal and sub-advised fund of funds.
• Headed private equity fund of funds, global property and commodity investments.
• Brought investment processes to top market standard. Implemented specialized software solutions for manager selection, portfolio construction and risk management.
• Selected advisors to outsource functions requesting specialized know-how, such as operational due diligence. Negotiated innovative cooperation models.
• Developed and launched new UCITS III compliant fund of hedge funds.
• Managed relationships with sales representatives, institutional clients, senior private bankers and parent company Credit Suisse.

Zürich Area, Switzerland

• Led investment team covering insurance-linked products and hedge funds.
• Designed disciplined investment processes and developed new products.
• Managed a liquid multi-strategy fund of hedge funds, and various special mandates (Macro/CTA, Long/Short Equity strategy). Added value from both strategy allocation and manager selection.
• Selected managed account platforms, conducted quantitative and qualitative due diligence on managers, presented new funds to the investment committee and closely monitored managers.
• Shared alternative investment views with global asset allocation committee.
• Presented extensively to clients, prospects and consultants.

Zürich Area, Switzerland

• Headed risk management team for all Swiss and Luxembourg mutual funds of AIG, including bond, equity and alternative investments.
• Named deputy to the CEO.
• Controlled valuation and calculation of NAVs. Checked compliance with investment guidelines and regulations. Monitored risks of derivative instruments.
• Computed performance attributions and portfolio statistics. Analyzed deviations from benchmarks and peer groups.
• Developed investment and trading processes for indexed commodity funds.
• Appointed member of investment committee of listed private equity, cat bonds, insurance-linked and fund of hedge funds products.

Greater Chicago Area

• Analyzed U.S., Canadian and Japanese equities. Wrote market updates, company profiles and news.
• Constructed model portfolios applying risk optimization tools.
• Attended senior investment committees.
• Managed advisory relationship with UBS Private Banking in the Americas.

Basel Area, Switzerland

• Contributed to the construction of asset allocation strategies.
• Analyzed French and Spanish markets (fundamentals, equities, bonds).
• Presented research at meetings and in publications.