
Investment Professional
Vancouver, Canada Area

Investment Professional
Vancouver, Canada Area
Rare combination of experience in portfolio management, business consulting, and finance.
Managed outperforming portfolio for South Africa’s leading mutual fund manager.
Exceptional international experience – lived/worked in 5 countries. Speak 5 languages.
– Chartered Financial Analyst (CFA) –
Strengths:
• Client Relationships • Fund Raising • Investor Relations
• Fund Start-Up • AUM Growth • Process Redesign
• Valuation Models • Due Diligence • Accounting/Auditing
(Investment Management industry)
2003 — Present (5 years)
Manage own portfolio of securities using fundamental-technical-behavioral analysis enhanced by quantitative-algorithmic trading strategies.
• Generated 275% return between 2004 and 2007. Exited stock market in advance of credit market slump.
• Invested in start-up high-tech company in 2003. Developed valuation model, advised on investor presentation and business plan. Company is currently commercializing product which will be available by the end of 2008. The returns on this investment already exceed 600% using conservative valuations.
(Privately Held; 1-10 employees; Management Consulting industry)
1999 — 2008 (9 years)
Provide financial and strategic business guidance to client companies in diverse industries.
Selected projects:
• Hired by foreign-owned business to establish financial and accounting systems. Created company’s first financial statements, negotiated organizational restructuring, replaced unreliable systems, and developed contract template to mitigate legal risks.
• Re-engineered business systems and work processes for graphic design agency, driving a 40% productivity improvement and eliminating the need for costly external administrative help.
• Cut expenses by more than 30% for same client by improving procurement systems and controls. Restructured loans to reduce cost of borrowing and reduced sales tax bill 75% through little-known exemption.
• Conducted research for respected offshore trust company – identified the emergence of digital gold currencies ahead of competitors, and recommended purchase of gold at $255. This investment has generated a 300% return to date.
(Privately Held; 1-10 employees; Investment Management industry)
1996 — 1999 (3 years)
Founded and managed investment company in 1996. Managed investments for 40 clients while also handling day-to-day business operations.
• Traded stocks, bonds, currencies, futures and options.
• Grew Gevers Investments’ AUM by 2,900% in less than 2 years – from 3 clients investing $100,000 to 40 clients investing $3 million.
(Public Company; 1001-5000 employees; Investment Management industry)
1995 — 1996 (1 year)
Served on 5-member team brought in to manage South Africa’s top-performing mutual fund after departure of previous team. Managed assets of $15 million within $300 million fund forming part of $8 billion AUM.
• Played key role in maintaining fund’s #1 position, with annual compound returns of 32%.
• Promoted to position of portfolio manager within 6 months, after theoretical model portfolio outperformed actual portfolios.
• Assumed management responsibilities for $15 million in assets and exceeded the performance of company’s other equity portfolios by over 10%.
(Partnership; 1001-5000 employees; Accounting industry)
1991 — 1994 (3 years)
Managed audit, tax, and accounting projects and built client relationships for one of the world’s largest accounting firms. Clients varied in size from sole proprietorships to large public companies.
• Cut document retrieval time 95% by designing and implementing new archival system.
• Improved productivity by developing new merit-based incentive plan that turned around employee morale by providing recognition and reward for exceptional performance.
(Privately Held; 1-10 employees; Marketing and Advertising industry)
1990 — 1991 (1 year)
(Government Agency; 1001-5000 employees; Research industry)
1988 — 1990 (2 years)
coursework in Finance 2012 (expected)
CFA, Finance, 1998
CA, Finance, 1995
Hons BCompt, Finance, 1994
BA, Philosophy, Logic, 1990
BSc, Mathematics, Psychology, 1988
Reading, Skiing, Music, Travel
CFA Institute,
CFA Vancouver,
Numerous university distinctions, awards, and merit bursaries.