Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Private Markets

ID: 739653 Switzerland

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Expert possesses 20+ years' track record as a senior private markets (PM) specialist with expertise in independent research and strategy, PM fund structuring and management, fund investments, co- and direct VC and growth investments, and PM portfolio management.

Highly recognized expert combining operational and academic knowledge, author of multiple books on private equity, offering a unique network of contacts, opportunities, and long-term partners.

International hands-on entrepreneurial and operational experience in the U.S., Europe, and Latin America, with solid bottom-up knowledge, extensive network among fund managers and CEO's of private companies with solid references.

Education

Year Degree Subject Institution
Year: 2015 Degree: Ph.D Subject: Management Institution: Uni. St-Gallen
Year: 1999 Degree: Master's Subject: European Business Law Institution: Universite Paris
Year: 2000 Degree: MBA Subject: Entrepreneurship; Business Administration Institution: HEC Paris
Year: 1996 Degree: Bachelor's Subject: Political Science, w/ Honours Institution: Institut d'Etudes Politiques, Lyon

Work History

Years Employer Title Department
Years: 2020 to Present Employer: Undisclosed Title: Consultant on Private Markets Department:
Responsibilities:
In his current role as Employer, Expert has produced a range of profitable independent white-label research products. Among other achievements, he has:

Consulted on asset allocation, strategy, and PM fund selection for over 30 private market funds, and analyzed these for a client.

Undertaken governance with and for seats on Boards and Investment Committees.

Been invited to review training material and examination questions by the Chartered Alternative Investment Analyst Association (CAIA) -- the only professional association dedicated to alternative investments.

Co-organized the Private Capital Research Conference.

Gave a Masterclass and participated in roundtables.

Recruited sponsors: BlackRock eFront, Campbell Lutyens, MJ Hudson, Titanbay, EDHEC Infra, Unigestion.
Academic partners: IMD, Oxford Saïd Business School, Université Paris-Dauphine, EDHEC, and EPFL.
§ Clients include: Helvetia, UBS, Ardian, Eurazeo, Julius Baer, IDI EM, Titanbay, Indefi, Jasmin Capital, Gefira, Headway, Investment Associates, BlackRock eFront, Fexso FO, Mosaik Capital, and Golding Capital Partners.
Years Employer Title Department
Years: 2017 to 2020 Employer: Wellershoff & Partners Title: Partner & Head of Private Markets Department:
Responsibilities:
In his role as Partner & Head of Private Markets at this research and advisory firm in Zurich, Expert's achievements included the following:

§ Expert advisory function contributing to the growth of this advisory business.
§ Created a profitable private markets unit; turnover yearly growth of 10-15%.
§ Single point of contact for private markets SAA and key projects.
§ Launched quarterly Private Markets Perspectives (86 pages/issue).
§ Clients include: UBS, CoreState, eFront, Clarus Capital, Indefi, Swarovski FO, Neurimmune, Greenhill, EC.
Years Employer Title Department
Years: 2009 to Present Employer: Undisclosed Title: Founder and General Partner Department:
Responsibilities:
Working alone, Expert established two venture capital funds (fund size multiplied by 4 from Fund I to II). During this time, he:

Convinced 16 investors (family offices and high net worth individuals) in 2009 and 12 in 2017 (5 re-investing).

Attracted investors (family offices and high net worth individuals) on the basis of personal reputation.

Developed as co-investment funds (allowing investors to increase their commitment by investing directly)
Years Employer Title Department
Years: 2014 to 2016 Employer: UBS Wealth Management Title: Executive Director Department:
Responsibilities:
In his role as Executive Director at this Chief Investment Office in Zurich, Expert served as:

Member of the Senior Management Team, in charge of buy-side PM research.
PM advisory and allocation (FO and UHNWI), developed a portfolio simulation tool.
Representation of CIO Private Markets, Top presenter 2015.
Years Employer Title Department
Years: 2012 to 2014 Employer: (Undisclosed) Title: Private Markets Consultant Department:
Responsibilities:
As a consultant specializing in private markets in Zurich, Expert:

Advised Delman (SFO) on its VC/Growth & fund investments (CHF 2.5M invested).

Advised Impact Economy (Asset manager) on its PE direct investments in biofuel in Africa.

Produced white-label research products and provided training sessions.

Clients: eFront, SBB Pensionskasse, PineBridge, Go-Beyond, Crédit Agricole Private Banking, Bureau van Dijk.
Years Employer Title Department
Years: 2009 to 2012 Employer: Tiaré Investment Management AG, Zurich Title: Founder & Chief Investment Officer Department:
Responsibilities:
JV with Tiaré Groupe in Paris (€1 billion AuM).

Direct investment primary & secondary (VC/Growth) analysis of 7 substantial portfolios.

PE fund due diligence and negotiations (12 funds analyzed).

Private equity fund structuring and raising.
Years Employer Title Department
Years: 2008 to 2009 Employer: CASDEN Banque Populaire Title: Special Advisor to the President Department:
Responsibilities:
At this major Paris bank, Expert worked under an 18-month advisory contract to design a payback scheme design for the bank’s clients-owners.

University research financing scheme design and French University endowment.
Years Employer Title Department
Years: 2007 to 2008 Employer: Capital Dynamics Title: Consultant Department:
Responsibilities:
In his consulting role with this PE fund of funds management, Expert worked under a 6-month advisory contract to set up a database of 170 competitors. He designed RFP and marketing materials.
Years Employer Title Department
Years: 2006 to 2007 Employer: Pionat Viable Investments Title: Founder and Managing Partner Department:
Responsibilities:
In his role as Founder and Managing Partner of this fund of funds manager in Zurich, Expert:

Recruited and managed a team of 4 Senior Partners.
Gathered soft commitments worth €35 million.
Conceived full DD pack, including a proprietary database (500+ funds).
Gathered an international Advisory Board comprised of highly qualified professionals.
Years Employer Title Department
Years: 2005 to 2006 Employer: Adveq Management Title: Associate Department:
Responsibilities:
In his role with this private equity fund of funds manager in Zurich, Expert:

Sourced a €150 million investment LOI for a JV with Eurazeo.
Conducted fund analysis in Western and Central Europe: U.S., BO, and VC funds.
Assumed responsibility for investments (Sequoia & TA funds).
Sourced from personal network (oversubscribed).
Years Employer Title Department
Years: 2002 to 2004 Employer: Independent Consultant Title: Independent Consultant: Specializing in Private Markets Department:
Responsibilities:
In this Paris role, Expert's clients included AFIC, Maaf Gestion, Noos, eFront, Friday, Training Orchestra; Externall:

Topics included:
M&A
Distressed competitors
Debt structuring; Société Générale AM: PPM drafting for an IT VC fund.
Years Employer Title Department
Years: 2000 to 2002 Employer: Pyramid Technology Ventures I Title: Analyst Department:
Responsibilities:
In his role as Analyst with this IT VC Fund -- Paris / San Francisco -- Expert managed key investments in France and the United States. The full investment cycle spanned deal analysis to investments and exit.

Career Accomplishments

Professional Appointments
Member of the Governing Board and Chair of the Investment Committee, Kosovo Pension Savings Trust
Affiliate Professor, EDHEC Business School
Publications and Patents Summary
Expert has four publications regarding asset allocation, private equity, debt, real assets, business angels, sustainability, and private markets.

Additional Experience

Training / Seminars
In charge of the training program on private equity and the Swiss Private Equity and Corporate Finance Association (SECA).

In charge of training programs on private equity for Euromoney, Invest Europe, the Amsterdam Institute of Finance, Luxemburg Private Equity and Venture Capital Association (LPEA) and France Invest

Language Skills

Language Proficiency
French Native
German B1
Spanish B1
English Fluent

Fields of Expertise

asset allocation, private market, private markets, debt, debt restructuring, debt financing, fund of fund, financial research, financial advisory, capital fund, capital funding, co-investment, co-investment fund, co-investment funding, portfolio simulation, portfolio, portfolio management, portfolio analysis, senior management, senior leadership, financial management, management

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