Valentin Egorov, PhD, Series 3 (CFTC)
- (cell); + 7 - (WhatsApp), Georgia, Tbilisi-______________________________________________________________
Experience:
2023 - present
Looking for new opportunities in portfolio management/proprietary trading/family office
- Development and implementation of investment strategy.
- Management of diversified portfolios with a global strategy, focusing on U.S. dollardenominated bonds, U.S.-listed equities, futures/options (CME).
- Advising the owner on the use of free funds.
- Liquidity management and monetization of short-term liquidity. Treasury operations for
corporate clients and effective capital allocation for the owner, mitigating infrastructure
risks for liquid assets (FRNs, T-Bills, SWAPs, REPO, MBS (TBA), and other
opportunities in Money Markets).
- Searching for alternative investments through trade finance funds with low correlation to
markets. Last year, the strategy yielded 8%-9% net, depending on the fund's geography
and instruments.
- Searching for promising projects in Private Equity, Venture Capital, Private Debt.
- Developing hedging strategies for producers, middlemen, and end-users in commodity
trading (agricultural, oil and gas, metals, and other commodities listed on CME).
- Engaging with banks and other financial institutions on matters of investment, funding,
and other financial operations.
- Analysis of incoming investment proposals and banking products.
- Providing the owner with current information, market analysis, geopolitical trends, and
generating investment ideas.
- Preparation of regular reports for the owner on portfolio investments.
- Development of portfolio reporting using Excel and Bloomberg's built-in functions,
which allows for online revaluation, cash flow tracking for fixed income instruments, and
visualization of portfolio structure through charts.
- Interaction with global commodity traders who can facilitate physical trading in oil, gas,
grains, sugar, coffee, cocoa, etc.
2018 – 2022
1.618 Capital AG, Switzerland (Swiss SRO member, Multi-Family Office) - Managing
Partner, Co-Founder, Portfolio Manager
- $ 300 mln AUM
- Own hedge fund and infrastructure, global macro long short strategy
- Trading most liquid markets (money markets, FX, FICC, Equity, futures, options)
- Investment advising to the clients
- Strong partnerships with 15+ leading banks in Switzerland, Liechtenstein and
Luxembourg as EAM
- Various PE, VC and M&A deals
- Fund raising for Venture Capital projects.
March 2020 - 2024
Well Medical Solutions, Russia. Co-Founder. The medical device that supports the early
detection of breast diseases, including breast cancer. The company is in the process of liquidation.
2016 - 2017
“Russian Agricultural Bank” – Portfolio Manager
- Portfolio Management (Bonds, Equity)
- Liquidity management (REPO, inter-bank market)/short-term liquidity
- Financing deals with Family Offices & Corporates
2015
“MDM Bank” – Portfolio Manager, Investment Department
2013
“Alfa Bank” - Senior Vice-President, Equity and Option Trading Department
- Flow-business and execution of orders/market-making
- Bank’s prop trading
- Consolidation and private placement of big stakes for Institutional clients
- Initiations of deals
- Communicating with clients
-
"UralSib Capital" – Senior Trader, Equity Trading Department
- Bank’s prop trading
- Execution/market making in Blue chips & MidCaps in London
- Consolidation of big stakes on behalf of clients
- Participating in Private placement
2003 - 2005
United Financial Group- Deutsche Bank – risk-manager, Department of Risk Management.
Education:
1996/2001
Academy of National Economy under the Government of Russian Federation, Department
of Economic and Social Sciences (specialization financial management).
2001/2004
Post-graduate course of the Academy of National Economy under the Government of
Russian Federation. Thesis: Risk in investment banking.
- French: Working knowledge
Marital status: married, one child.
