Samuel Robert Walser CFA
Angestellt, Principal, Head DACH Capital Raising & IR, BentallGreenOak
London, Vereinigtes Königreich
Über mich
I am passionate about the world of Real Assets and fostering Investor relationships (Pension schemes, Insurance companies, Family Offices, Foundations, Multi Managers and Private Banks). At BentallGreenOak (BGO) I am leading the Investor relations and Capital Raising efforts across the DACH (Germany, Switzerland, Austria) Market. We are active across Real Estate Debt (North America and Europe) as well as Equity Markets (North America, Europe and Asia). Over the past 14 years I've gained valuable experience in investment advisory and the distribution of financial products with large global firms such as UBS, Aberdeen Standard and JLL. I am a CFA and CAIA charterholder, am fluent in English, German and Spanish and obtained a BSc in Business Administration with focus on Finance from University of Applied Sciences Zurich. I am an avid traveller who has been to >65 countries and I enjoy reading and discussing global geopolitics. Contact: samuel.walser@bentallgreenoak.com
Werdegang
Berufserfahrung von Samuel Robert Walser CFA
Bis heute 2 Jahre und 10 Monate, seit Sep. 2021
Principal, Head DACH Capital Raising & IR
BentallGreenOak
Capital Raising & Investor Relations at BentallGreenOak, a global real estate investment management platform with approximately $69 billion of assets under management. Leading BGO's IR efforts across DACH markets.
3 Jahre und 1 Monat, Juli 2018 - Juli 2021
Director
JLL Corporate Finance
I Joined Capra Global Partners in July 2018 which was acquired by JLL Corporate Finance in March 2021. Coverage of Institutional DACH (Germany, Austria, Switzerland) market. CAPRA Global Partners is a private equity capital markets advisory group focused on alternative investments and specialising in real estate and other real assets. https://www.linkedin.com/in/samuelwalser/
3 Jahre und 1 Monat, Mai 2015 - Mai 2018
Business Development Manager
Aberdeen Asset Management
8 Jahre, Aug. 2006 - Juli 2014
Investment Specialist / Product Specialist
UBS AG
Investment Advice for High Net Worth and Ultra High Net Worth clients
Ausbildung von Samuel Robert Walser CFA
1 Jahr und 2 Monate, Sep. 2016 - Okt. 2017
Finance
CAIA Association
CAIA Level 1 passed, Sep 2016 CAIA Level 2 passed, Mar 2018
2 Jahre und 7 Monate, Dez. 2015 - Juni 2018
Finance
CFA Institute
CFA Level 1 passed, Dec 2015 CFA Level 2 passed, Jun 2018
3 Jahre und 11 Monate, Sep. 2012 - Juli 2016
Banking and Finance
ZHAW School of Management and Law
3 Jahre, Aug. 2006 - Juli 2009
Commercial Apprenticeship in Banking
BZB
Sprachen
Englisch
Fließend
Deutsch
Muttersprache
Französisch
Grundlagen
Spanisch
Fließend