Bernard Joei
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Profil
Mr. Bernard Joei is Chief Executive Officer at Zurich Alternative Asset Management LLC.
Prior to joining Zurich in 2010, Mr. Joei was Chief Investment Officer at Horizon21 Wealth Management, Chief Investment Officer at Horizon21 Alternative Investments, and Chief Investment Officer at Horizon21 Private Equity.
Mr. Joei joined Horizon21 in September 2008.
He has extensive experience in investment banking and investment management.
He began his career in 1979 at Kidder, Peabody & Co. in New York, United States, first in convertible securities and later in equity derivatives, where he was elected Principal and Senior Vice President.
In 1988 he joined Swiss Bank Corporation Investment Banking (now UBS) in New York, United States, as Managing Director and Member of the Management Committee, co-heading US equity research, sales and trading.
In 1992, he founded Cathay Financial, an independent research firm and institutional broker-dealer to the hedge fund community, focusing on special situations including spin-offs, restructuring and merger arbitrage.
Eight years later, he became founder and Managing Director of Benten Capital, an event-driven single hedge fund based in New York, United States.
Mr. Joei holds both a BA and an MBA from the University of Southern California, Los Angeles, United States.
He is Vice Chairman of the Committee of 100, a national, nonpartisan organization dedicated to encouraging stronger relations between the US and Greater China.
Mr. Joei was previously employed as Chief Investment Officer by Horizon21 and President by Cathay Financial Corp.
Anciens postes connus de Bernard Joei
| Sociétés | Poste | Fin |
|---|---|---|
| ZURICH INSURANCE GROUP LTD | Corporate Officer/Principal | 02/03/2012 |
| Horizon21 Private Equity AG | Directeur en chef des Investissements | 30/09/2010 |
| Swiss Bank Corp. Investment Banking, Inc. | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
Zurich Alternative Asset Management LLC
 Zurich Alternative Asset Management LLC Investment ManagersFinance Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes. | President | - |
Formation de Bernard Joei
| University of Southern California | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ZURICH INSURANCE GROUP LTD | Finance |
| Entreprise privées | 5 |
|---|---|
Cathay Financial Corp.
 Cathay Financial Corp. Investment Banks/BrokersFinance Headquartered in New York City, Cathay Financial Corp. is an employee-owned independent research firm and institutional broker-dealer. Their product encompassed fundamental equity, (with an insistence on catalysts), special situations including spin-offs, orphan equities and mergers. They do not have a maintenance model. Cathay was founded in 1992 by Bernard Joei. | Finance |
| Horizon21 Private Equity AG | Finance |
Zurich Alternative Asset Management LLC
Zurich Alternative Asset Management LLC Investment ManagersFinance Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
| Swiss Bank Corp. Investment Banking, Inc. | Finance |