Stephane Julen, Cfa Email and Phone Number
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Experienced Portfolio Manager with a demonstrated history of working with leading international asset managers. Alternative Investments Specialist with solid education (Masters in Finance, CFA Institute). Successful track record in Portfolio Management, Investment Research, Manager Selection, Asset Allocation and Investor Relations. Fluent in English, German and French.
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Founder And CeoGalix Investments Nov 2018 - PresentZürich 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).
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Head Fundamental Hedge Fund Research & Portfolio ManagerCredit Suisse Jun 2012 - Oct 2018Zürich 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. -
Head Alternative Investments - Clariden LeuCredit Suisse Mar 2010 - May 2012Zürich 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.
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Head Alternative Investments - Aig Private BankAig Sep 2007 - Feb 2010Zürich 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. -
Head Risk Management - Aig Fund ManagementAig Sep 2001 - Aug 2007Zürich 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.
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Equity Analyst And Relationship ManagerUbs Asset Management / Brinson Partners Sep 1998 - Aug 2001Greater 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. -
Asset Allocation AnalystUbs Jun 1997 - Aug 1998Basel 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.
Stephane Julen, Cfa Skills
Stephane Julen, Cfa Education Details
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Business Management And Finance
Frequently Asked Questions about Stephane Julen, Cfa
What company does Stephane Julen, Cfa work for?
Stephane Julen, Cfa works for Galix Investments
What is Stephane Julen, Cfa's role at the current company?
Stephane Julen, Cfa's current role is Founder and CEO at Galix Investments.
What is Stephane Julen, Cfa's email address?
Stephane Julen, Cfa's email address is st****@****leu.com
What schools did Stephane Julen, Cfa attend?
Stephane Julen, Cfa attended University Of Lausanne.
What skills is Stephane Julen, Cfa known for?
Stephane Julen, Cfa has skills like Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Fixed Income, Financial Markets, Investments, Investment Advisory.
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