Lukas C. Erard
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Lukas C. Erard
- Bis heute 9 Jahre und 2 Monate, seit März 2017
COO/ Head Sales & Client Services for Private Equity Group
Credit Suisse
• Leading role & strategic responsibility as COO in AI reorganization to form a new group within Credit Suisse focussing on private equity fund and direct/co-investments • Responsibility as Head of Sales & Client Services to distribute and position private equity funds and direct/co-investments globally with family offices & HNW and UHNW clients • Providing after-sales and investor relation services to clients to help them further build their portfolios of private equity investments
- Bis heute 12 Jahre und 10 Monate, seit Juli 2013
Founder, Board of Directors
Bluestar Investments LLC
• Founder of a real estate investment portfolio with over 30 residential houses across Indiana, USA.
- Bis heute 19 Jahre und 3 Monate, seit Feb. 2007
Founder, Owner, Board of Directors
Chi Oasis GmbH
• Founder of a chain of Traditional Chinese Medicine practices in the canton of Fribourg and Vaud.
- 1 Jahr und 4 Monate, Nov. 2015 - Feb. 2017
Head PB Alternative Investments and Member of AI Management Committee
Credit Suisse
• Management responsibility for the private equity & hedge fund business • Responsible for strategic review and development of the AI business within Credit Suisse (approx. 40 professionals) • Implementation of new services such as private equity discretionary and development of sales strategy resulting in net asset flows of close to CHF 1bn for hedge funds and private equity during 2016 • Responsible for senior stakeholder management and positioning of the AI franchise
- 5 Jahre und 10 Monate, Jan. 2010 - Okt. 2015
COO PB Hedge Funds/ Alternative Investments
Credit Suisse
• Leading role in building a hedge fund and alternative investment advisory unit for Credit Suisse Private Bank • Development of outsourcing strategy to Poland to increase efficiency and reduce costs • Implementation of regional sales support teams & client servicing for hedge funds • Member of management committee and responsible for business strategy and development of alternative investments, product life cycle management and information management
- 3 Jahre und 8 Monate, März 2007 - Okt. 2010
PB Business Support/ AM Product Specialist & Sales
Credit Suisse
• Orchestrated life cycle management of AM hedge funds & project management • Served in capacity of sales position; responsible for the distribution of AM hedge funds to the Private Bank and third party banks within Europe (yearly sales of CHF 200m+) • Career Starter Program until 02/08: Collaborated with and supported senior management in elaborating & implementing key growth strategies for the Credit Suisse Private Banking Area of France & Spain
Ausbildung von Lukas C. Erard
- 11 Monate, Aug. 2005 - Juni 2006
Finance
Tecnológlico de Monterrey (Meixco)
Finance, Entrepreneurship, Statistics
- 3 Jahre und 1 Monat, Okt. 2003 - Okt. 2006
Business Administration
Université de Fribourg (Switzerland)
Management, Entrepreneurship, Statistics, Marketing, Economics, Finance
- 4 Jahre, Aug. 1999 - Juli 2003
High School Heilig Kreuz in Fribourg
Sprachen
Deutsch
C2 (Verhandlungssicher / Muttersprachlich)
Englisch
C1 (Fließend)
Spanisch
B1-B2 (Gute Kenntnisse)
Französisch
C2 (Verhandlungssicher / Muttersprachlich)
XING Mitglieder mit ähnlichen Profilangaben
XING – Das Jobs-Netzwerk
Über eine Million Jobs
Entdecke mit XING genau den Job, der wirklich zu Dir passt.
Persönliche Job-Angebote
Lass Dich finden von Arbeitgebern und über 20.000 Recruiter·innen.
21 Mio. Mitglieder
Knüpf neue Kontakte und erhalte Impulse für ein besseres Job-Leben.
Kostenlos profitieren
Schon als Basis-Mitglied kannst Du Deine Job-Suche deutlich optimieren.