Dipl.-Ing. Patrick Oberhaensli

Angestellt, Founder and CEO, EVOLIDS: Quant Investment Advisory, Finance Trainer (a.o. CFA, CAIA, FRM, CWMA)

Zug, Schweiz

Fähigkeiten und Kenntnisse

Private tutoring CFA exam prep
Private tutoring CAIA exam prep
Private tutoring FRM exam prep
Private Tutoring AZEK exam prep
Extensive experience in servicing Institutional an
Able to combine strong technical knowledge and cre
Committed to deliver real strategic value and driv
Network developed during 22+ years of activity in
Investment banking
> 8'500 Linkedin connections
Structured Products
Unternehmensführung
Service

Werdegang

Berufserfahrung von Patrick Oberhaensli

  • Bis heute 10 Jahre und 7 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 11 Jahre und 11 Monate, 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

    -

  • Französisch

    -

  • Deutsch

    -

  • Swiss German

    -

Interessen

Alternative Investments
Quant Models
Corporate Governance
Strategic Leadership
Managed Futures
Education in Finance - Advanced Levels

21 Mio. XING Mitglieder, von A bis Z

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