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Amundi (Crédit Agricole et Société Générale)
- Directeur des Investissements SGAM/ADO
2011 - maintenant
Performance presentation and performance commissions: Best pratices, Ethics and reality : the case of Amundi
AssetLiab Project:
Assessing major listed firms non-current liabilities and assets wordldwide
Macro and micro approach
Firm (9000), country (50), sector (114) detailed profiles
Pensions, Healthcare and Asset Retirement problematics and solutions
An efficient and userfriendly and portable tool for asset management firm active managers
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Amundi
- Société Générale Gestion S2G - Directeur des Investisssements
Paris
2010 - 2010
janvier 2010 – décembre 2010 (1 an)
nota bene : Société Générale Asset Management (100% Société Générale) -92 La Défense-
est devenu le 1er janvier 2010 Société Générale Gestion (100% Groupe Amundi Asset Management = 75% Crédit Agricole+25% Société Générale) -75015 PARIS-
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Société Générale Asset Management SGAM
- Directeur des Investissements SGAM/ADO - Head of Investments-Balanced Management
2003 - 2009
Assure une fonction transversale à la gestion privée et diversifiée (92collaborateurs, 6équipes de gérants, EUR 33 milliards-2006-sous gestion), notamment vis à vis de l’activité de recherche et portefeuilles modèles et des équipes de gestion. Contribue à l’amélioration constante de l’allocation stratégique d’actif et du processus d’investissement de gestions diversifiées à tous ses stades : production/promotion d’idées de gestion, analyse de et adaptation de l’univers d’investissement, construction de portefeuille. Excellents connaissances techniques, parfaite maitrise de la problématique de d’allocation d’actif et connaissance des gestions. Multiples dossiers approfondis de dysfonctionnements et propositions de solutions. Connaissance des outils métiers et flux financiers, capacité à les intégrer dans des outils adaptés. Capacité à mener des missions diverses sur le mode projet. Bon relationnel et crédibilité vis à vis de l’ensemble de ses interlocuteurs pour des problématiques très variées.
Head of Investments of the Private and Balanced Management Division 92 people, 6 fund manager teams, Strategic and TacticalResearch - AUM26bnEUR-2006
Creation of multi asset portfolio analysis tools. Selection of and implementation of a risk managing tool APT,risk factors+optimisation. Development of market analysis tools and market studies.
Introduction of a disciplined fund selection and grading process.
DueDiligence Tokyo NY London
US pension system and Target Funds study. Full proposal of Project funds for network distribution in line with MIF and Cap Epargne
Member of SGAM StrategicInvestmentCommittee,headed by OlivierGarnier
SGAM President:AlainClot,sep08 Jean-PierreMustier,sep09 OlivierLecler; BalancedM Head:APitous
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Société Générale Asset Management SGAM
- Directeur du Marketing Institutionnel - Head of Institutional Marketing
2000 - 2003
Knowledge and promotion of all asset classes management capabilities of the group worldwide.
RFPs and Proposals
New products propositions: global smids funds, global HY - credit and emerging bonds, global short term currency hedged funds
Working intensivly with funds managers on philisophy and investment processes
Asset Management company rating agency annual reviews
SGAM President: Philippe Collas
My boss:Jean-François Hirschel, Head of Institutional Marketing and client Reporting
My dear colleagues: Stephanie Akhal, Agnes Bourgeois, Claudine Dupont, Severine Escalier, Stephen Ferly, Franck Garcia, Yasuko Nakamura...
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Societe Générale Asset Management (SGAM)
- Directeur de la Gestion Obligataire Active - Head of Active Fixed Income Management
1998 - 2000
3 Bond managers teams: Global fixed income, Euro Gvt, Credit
Investment Process
Systematisation of team portfolio reviews
With bond research and IT, creation of a new frontoffice tool (VIP)
Active participation to the selection of a new FTP system.
Emerging bond markets seminars: London, Mexico
2000 Best USD bond management award, Bruxelles
SGAM President: Philippe Collas
My boss : Veronica Bats, Head of Fixed Income and Money Market Management; a rare example of a female having true management responsabilities in SG Group
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Société Générale Asset Management SGAM
- Directeur de la Gestion Obligataire Institutionnelle-Head of Institutional FixedIncome Management
1996 - 1998
Head of a Team of 8 Institutional Bond Fund managers
Close conctact with clients ans strong coopeation with sales worlddwide
Guest speaker at the Institutional Investors "Club Europe": Paris, Madrid, Lisbonne, Rome, Berlin, Vienna
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Société Générale Asset Management SGAM
- Directeur de la Gestion Obligations Internationales - Head of Global Bonds Management
1986 - 1995
Leading a team of 7 fund managers.
Investment strategy definition, implementation and control.
Lunching Sogelux Bonds, an umbrella fund in Luxembourg. Director of Sogelux. Managing/supervising management in DEM,JPY, GBP, USD, CHF, FRF, European and global.
Starting SocgenCash Dollar. Introducing futures and options in bond portfolios.
International mandates - consultant meetings- RFPs- beauty parades
Italy, Germany, Spain, US, Canada, Middle East, Far East,Ivory Coast
Pension funds, Insurance companies, Wealh funds, Central Banks, international organisations, banks.
Team successes: performance awards in Hong kong, Vienna, first quality rated funds, Sogelux Global Bonds AA, AA, AAA, AAA b Fund Research, UK.
Discussing implementaing internally developped multi asset et sub asset classes optimisation tool (on 'LinkedIn': Michel Menigoz)
Intensive collaboration with Asset Strategy (L.A.-USA, Larry Davanzo) + SG Touche Remnant asset manager in the UK.
AIMSE meeting - Tuscon, Arizona
Lunching Managing Germany located bond funds VeriCoupon and Vericura - Veritas, Frankfurt/Main
AIBD meetings : Den Haag, Nice
My boss: Jean-François de Laulanie, Head of Global Fund Management; Gerard Sauvage head of fixed income and money market management, author of "Les marchés financiers: entre le hasard et la raison le facteur humain"Seuil - "Financial markets: between fate and reason the human factor"
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Scoiété Générale
- Gérant de Portefeuilles Obligations Internationales - Global and Foreign Bonds Manager
1979 - 1986
Global and Foreign bond manager at the Financial Department of Societe Générale
Deputy Director of Interoblig, a leading french global bond fund. 15 years of management. Exceptional privilege having Patrick Duverger as President of this Sicav. expert administrators: Philippe Citerne,...
Director of Bond Trust the World - BTW - Luxembourg , a global bond fund managed mainly for Japanese Institutional Investors, in cooperation with Yamaichi securities. Started in 1979 the fund was closed in 1998. The first multicurrency fund to be credit rated by Standard ans Poors 1991. The first multicurrency fund to be credit rated by Moodies 1991. Twice AAA quality rated by Fund Research, UK 1996-1997 (4 AAA rated funds in a 261 global bond funds universe).
Strong developments in convertible investing worldwide; Bond, Fx and Equity warrants. Financial Market seminar and company visits in Japan.
Industrial companies mandates and structurations.
Developping the portfolio management tools on mainframe VAX.
Develops a large network of brokers and investment banks to trade bonds and forex trading worldwide including SG's Strauss Turnbull
Head of Société Générale Financial Department: Patrick Duverger
VP Association des diplômés des Ecoles de Commerce - Ile de France / Vice-President of the Association of Business Schools Diploma Holders - Finance - Investment Clubs -
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Societe Generale
- Réseau Agence Paris
PARIS
1977 - 1979
Entering Société Générale a firm with strong values of professionalism and commitment towards customers and empoyees. A recognized and envied internal learning and promotion system. Headed by a president, Maurice Lauré, giving a genuine example of ethical and humanist personal behaviour
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Consulat de France, Göteborg Suède
- Chargé d'affaires commerciales - Commercial Attaché
1976 - 1977
Prospection and support for french exporters to swedish car industry, chemical insustry, shipbuilding and textile (Sweden+Norway)
