Privately owned company, specializing on investment advice for clients using open market instruments as well as alternative solutions

• Private assets management; risk management; investment analysis, including but not limiting to: bonds, futures, funds, commodities and other
• Custom solutions and deal structuring to conduct investments into alternative investments, including US commercial real estate and Baltic real estate
• Project management in export tasks; successfully established few export lines to CIS from Switzerland

Top -10 US private equity real estate company, managing more than 2 mln sq.m of real estate in the US

• Set up and managed a European representative branch in Zürich for a US headquartered real estate private equity
• Conducted due diligence of potential real estate assets in Europe for purchase by building financial models, on site negotiations and collaboration with local real estate developers
• Together with US tax consultants, researched, systematized and prepared efficient solution for clients to invest from non-US tax jurisdiction into US real estate
• Attracted a portfolio of clients through own network, including clientele from Europe and Russia

Family office with orientation on Eastern European clientele, offering custom solutions for clients in asset management, wealth structuring and estate management

• Managed a book of clients worth CHF 100 mln
• Issued weekly market analysis review to clients concerning macro, capital market and debt market analysis
• Successfully managed EM bond and European Equity certificate / fund
• Built up risk management procedures to control exposures of several product lines

• Evaluated and presented investment recommendations for potential direct equity investments
• Established new counterparty relationships with banks, asset managers and global enterprises, resulting in CHF c.25 mln worth of new money market product inflows

• Managed private and corporate accounts worth c. CHF 85 mln across currencies and investment strategies
• Attracted clients using own network
• Conducted thorough due diligence of global funds, via meetings with fund managers and performance evaluation
• Initiated and performed high – level fundamental analysis of publicly traded E&P companies
• Created complex internal risk analysis tools to monitor accounts’ exposure to various factors

• Advised on Fortis corporate insurance divestment deal to Amlin for EUR 350 mln
• Build financial models and conducted valuation of potential purchase/sale targets using DCF and multiples analysis
• Conducted numerous comprehensive market analyses on financial establishments globally, including South Korea,
  Azerbaijan, UK, Russia, Kazakhstan and other markets
• Coordinated the joined efforts to evaluate the partnership agreement with major Russian bank, potentially bringing
  additional profit or improving market representation for both institutions