Profil
Mr. Federico Belak is Chief Investment Officer at Lombard Odier Asset Management (Switzerland) SA.
He was previously employed as Partner & Portfolio Manager by Stoneworks Asset Management LLP.
Prior to joining Stoneworks in May 2008, he was an Executive Director trading proprietary capital in the Chief Investment Office at JP Morgan Chase, where he was responsible for the foreign exchange group.
Previously he spent over six years with UBS O¡¯Connor Ltd, where he was a Portfolio Manager for the UBS Currency Portfolio and focused on developed and emerging markets, interest rates and sovereign credits.
Earlier in his career, he worked for Barclays Group as Global Head of Asian Currencies, trading developed and emerging markets foreign exchange, options, forwards, T-bills, etc.
In addition, he spent six years at O¡¯Connor and Associates / SBC Warburg, where he focused on foreign exchange trading in developed and emerging markets.
He has spent over 17 years in the investment industry and has extensive experience in developed and emerging markets, and foreign exchange products.
Mr. Belak earned an MBA in 1991 and holds a bachelor’s degree in economics, both from Cornell University in New York.
Anciens postes connus de Fred Belak
| Sociétés | Poste | Fin |
|---|---|---|
Lombard Odier Asset Management (Switzerland) SA
Lombard Odier Asset Management (Switzerland) SA Investment ManagersFinance LOAM Switzerland is a process-driven, active and passive manager whose investment strategy is devised by a dedicated team that scrutinizes financial universes in search of decisive new trends and undervalued assets. The firm offers a comprehensive range of single- and multi-strategy funds of hedge funds covering major geographical regions either globally or individually. Their traditional funds include equity (sectoral, international, regional, emerging markets, small and medium-sized companies), fixed-income (single or multi-currency, private or public issuers, emerging markets, convertible bonds, short-term investments), asset allocation and balanced funds. LOAM Switzerland employs a global approach, selecting the most experienced fund managers based on quantitative, qualitative, and structural criteria within strategies chosen for their outperformance potential in the economic and demographic environment. Their equity funds seek to include equities that are significantly undervalued in terms of fundamentals, focusing on stocks whose market behavior reflects upward trends. For their bond funds, they utilize active, opportunistic management, aiming to protect capital while outperforming the money market. | Head-Fixed Income Invts | 01/03/2017 |
Stoneworks Asset Management LLP
Stoneworks Asset Management LLP Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 01/08/2010 |
Banque Lombard Odier & Cie SA (Investment Management)
Banque Lombard Odier & Cie SA (Investment Management) Investment ManagersFinance Lombard Odier-IM is an active, research-driven manager which focuses on long-term capital preservation and tailoring their services to their clients' profiles. The firm shares research globally and combines a top-down view with a bottom-up security selection process. Their investment strategy team elaborates and continuously updates macroeconomic forecasts and investment scenarios based on quantitative and technical analysis, resulting in geographical, sectoral and currency allocations. The buy side equity research team tracks a predefined universe of companies worldwide, with a focus on the Swiss market. They also identify promising sectors, regions and themes, assisted by the quantitative research team. | Portfolio Manager-Fixed Income | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
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Banque Lombard Odier & Cie SA (Investment Management)
Banque Lombard Odier & Cie SA (Investment Management) Investment ManagersFinance Lombard Odier-IM is an active, research-driven manager which focuses on long-term capital preservation and tailoring their services to their clients' profiles. The firm shares research globally and combines a top-down view with a bottom-up security selection process. Their investment strategy team elaborates and continuously updates macroeconomic forecasts and investment scenarios based on quantitative and technical analysis, resulting in geographical, sectoral and currency allocations. The buy side equity research team tracks a predefined universe of companies worldwide, with a focus on the Swiss market. They also identify promising sectors, regions and themes, assisted by the quantitative research team. | Finance |
Lombard Odier Asset Management (Switzerland) SA
Lombard Odier Asset Management (Switzerland) SA Investment ManagersFinance LOAM Switzerland is a process-driven, active and passive manager whose investment strategy is devised by a dedicated team that scrutinizes financial universes in search of decisive new trends and undervalued assets. The firm offers a comprehensive range of single- and multi-strategy funds of hedge funds covering major geographical regions either globally or individually. Their traditional funds include equity (sectoral, international, regional, emerging markets, small and medium-sized companies), fixed-income (single or multi-currency, private or public issuers, emerging markets, convertible bonds, short-term investments), asset allocation and balanced funds. LOAM Switzerland employs a global approach, selecting the most experienced fund managers based on quantitative, qualitative, and structural criteria within strategies chosen for their outperformance potential in the economic and demographic environment. Their equity funds seek to include equities that are significantly undervalued in terms of fundamentals, focusing on stocks whose market behavior reflects upward trends. For their bond funds, they utilize active, opportunistic management, aiming to protect capital while outperforming the money market. | Finance |
Stoneworks Asset Management LLP
Stoneworks Asset Management LLP Investment ManagersFinance Provides investment advice | Finance |
















