Dipl.-Ing. Patrick Oberhaensli
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Patrick Oberhaensli
- Bis heute 11 Jahre und 9 Monate, seit Nov. 2013
Founder and CEO
EVOLIDS: Quant Investment Advisory, Finance Trainer (a.o. CFA, CAIA, FRM, CWMA)
EVOLIDS FINANCE LLC is a new and disruptive Swiss service company with currently two types of activities for Professional Clients: INVESTMENT ADVISORY and PROFESSIONAL EDUCATION in Banking and Finance. Also offering private tutoring for the preparation of global financial diplomas
- Bis heute 13 Jahre und 1 Monat, seit Juli 2012
Former Member of the Board of Directors, MTA EMEA Regional Development
Market Technicians Association
- 2009 - 2013
Teaching in Finance (specialized like Derivatives) and Risk Management / IC
Several Teaching Institutions
CAIA exam-preparation And also, themes covered, among others are: Structured Products and derivatives, Managed Futures, Commodities, Hedge Funds, Private Equity, Real Assets and Real Estate, Emerging Markets Equities and Bonds, Low Credit Bonds, Asset Allocation, Portfolio Management, Risk Management and Risk Control, Operational Risk, Due diligence, Institutional and Family Office and B2B Needs
- 1 Jahr und 6 Monate, Juli 2011 - Dez. 2012
Global Head of Sales, Managing Director
Swiss Asset Management Boutique
- 5 Jahre und 8 Monate, Nov. 2005 - Juni 2011
Head of Institutional Sales at Robeco
Robeco (Schweiz) AG
- 13 Jahre und 1 Monat, Nov. 1992 - Nov. 2005
Senior Positions: Audit, Investment Banking, Institutional Advisory
UBS
Institutional Advisory: with in particular Pension Funds, Insurances and Corporates for their needs related to Brokerage, Asset Management, Investment Banking and Global Custody solutions. Investment Banking: Interest Rates Derivatives and Structured Products (creation and development of structured products). Audit: in charge of complex audits especially within Investment Banking, on an ex-post but also ex-ante basis (following key projects in Investment Banking).
Ausbildung von Patrick Oberhaensli
Computer Science
Swiss Federal Institute of Technology (EPFL)
Sprachen
Englisch
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Französisch
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Deutsch
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Swiss German
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