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. • Presented fund solutions to institutional clients.

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.