David CABOUAT, CFA

En résumé

Entreprises

• Bank Julius Baer & Co. Ltd. - Senior Fixed Income Portfolio Manager & Director

  2017 - maintenant Management of Fixed Income mandates, notably for institutional clients
  Construction of model portfolios: allocation across Fixed Income sub-asset classes and individual line selection

• Bank Julius Baer & Co. Ltd. - Senior Portfolio Manager & Director

  2013 - 2017 Bespoke multi-asset-class portfolios of HNWI and UHNWI (75 portfolios, $1bn AuM) ;
  Tactical management of equity, fixed income, alternative investments, and currency exposures in compliance with client-specific asset classes' leeway and restrictions
  Investments in individual stocks and bonds, mutual funds, hedge funds, options, and structured products
  Presentation of investment ideas to the Investment Committee ;
  Regular meeting with clients and prospects

• Bank Julius Baer & Co. Ltd. - Senior Fixed Income Portfolio Manager & Director

  2013 - maintenant * Standard and bespoke Fixed Income portfolios (30 portfolios, $750m AuM) ;
  * Member of the Investment Management Fixed Income Team
  
  Senior Portfolio Manager (Director) │ 4 years
  * Bespoke multi-asset-class portfolios of HNWI and UHNWI (75 portfolios, $1bn AuM) ;
  * Tactical management of equity, fixed income, alternative investments, and currency
  exposures in compliance with client-specific asset classes' leeway and restrictions
  * Investments in stocks, bonds, funds, hedge funds, options, and structured products ;
  * Presentation of investment ideas to the Investment Committee ;
  * Regular meeting with clients and prospects

• Merrill Lynch Bank (Suisse) - Portfolio Manager (Assistant Vice President)

  2011 - 2013 Membre du comité d'élaboration des portefeuilles modèles.
  Membre d'un comité de sélection d'actions.
  Gestion de portefeuilles multi classes d'actifs, standard et sur mesure.

• Merrill Lynch Bank (Suisse) S.A. - Portfolio Manager & Assistant Vice President

  2011 - 2013 * Standard and bespoke multi-asset-class portfolios of HNWI ;
  * Member of the ML EMEA model portfolio construction committee ;
  * Member of the ML EMEA Global Equity Income committee ;
  * Customized portfolio reporting and business management statistics
  
  Junior Investment Advisor (Officer) │ 2 years
  * Active Advisory to frequently trading sophisticated HNWI ;
  * Generation of equity investment ideas, communication, execution, and follow-up

• Merrill Lynch Bank (Suisse) - Junior Investment Advisor (Officer)

  2009 - 2011 Conseil en investissements pour investisseurs privés actifs.
  Sélection d'actions, élaboration de stratégies d'options, trading, suivi des positions.

• Merrill Lynch Bank (Suisse) - Graduate Program Analyst (Officer)

  2008 - 2009 9 mois de rotation dans les départements Advisory, Opérations, et Portfolio Management.

• CDC Capital Investissement, Groupe Caisse des Dépôts - Analyste

  2007 - 2007 Analyste stagiaire dans un fonds de Private Equity, filiale du Groupe Caisse des Dépôts, division concurrentielle. Opérations de LBO pour des entreprises de tout secteur, dont la valeur est comprise entre 15 à 75M€. Durée du stage : 6 mois.

Formations

• CFA Institute (Charlottesville, Va)

  Charlottesville, Va 2011 - 2011 Chartered Financial Analyst

• CFA Institute (Charlottesville, Va)

  Charlottesville, Va 2009 - 2012 CFA

• Stockholm School Of Economics (Stockholm)

  Stockholm 2007 - 2008 Finance

• EM LYON Business School (Lyon)

  Lyon 2004 - 2008 Master of Science
  
  Master thesis "Growth vs. Value Investing'' graded 18/20
  One-semester exchange program at Stockholm School of Economics

• EMLyon Business School

  Ecully 2004 - 2008 Master of Science
  
  * Master thesis ``Growth vs. Value Investing'' graded 18/20 ;
  * One-semester exchange program at Stockholm School of Economics

• Ecole De Management De Lyon

  Ecully 2004 - 2008 Finance

Réseau

• Anaïs TOURETTE MORILLON

• Antoine PARISON

• Aurélia POUGIN DE LA MAISONNEUVE

• Florence BON

• Guillaume THIERCELIN

• Jean-Sébastien NUNEZ

• Justine SAUQUET

• Rose-May LUCOTTE

• Théophile DE CHEVRON VILLETTE

• Thomas BOUËXIÈRE