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Dr. Masao Matsuda, CAIA, FRM
New York & Tokyo
matsuda@alpha-gp.com
+1 917 520 8878‬
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Masao Matsuda
@MasaoMatsuda

Alpha Governance Partners, the only global, conflict-free, high-end fiduciary partnership providing risk-focused professional directors and advisors to boards of any financial institution investing in, allocating to, trading or overlooking complex liquid and illiquid assets. Active in 12 global jurisdictions with currently 4, soon 6 partners in Copenhagen, Geneva, London, New York (new), Singapore, Tokyo (new), Toronto (new) and Zurich

Summary
Experienced as a corporate director for operating and holding companies, and also as a fund director for offshore investment vehicles. An accomplished CEO/CIO for financial service and investment management firms.  Specializing in asset allocation, multi-asset investments, and risk management.  Broad knowledge of a wide range of alternative investments, as well as traditional investments.  A specialist in Enterprise Risk Management (ERM) and authored several papers on the subject of risk-based governance. Extensive experience in M&As involving cross-border acquisitions and lift-outs, corporate reorganization, business development, and team building to strengthen investment capabilities and operations of a global firm. 

Career

  • President and CEO (Crossgates Investment and Risk Management, New York), 2007- Founder of an investment management consulting company that specializes in quantitative investment strategies, making use f advances in asset and risk allocation modelling.   The company also provides consulting to investment management companies on their global strategic initiative.
  • Chief Investment Officer and Global Head (Nikko Asset Management, Tokyo and New York), 2006- Developed and expanded Nikko’s World Series Business and asset allocation funds which held the largest market share in Japan.   The World Series Business generally accounted for around 50% of the new cash flow to Nikko AM.
  • Chairman and CEO (Nikko Americas Holding, New York), 1999- Transformed an unprofitable brokerage operation into a specialized asset management organization.  One of the operating, Nikko Securities International (NSI), managed $2 billion.  NSI’s flagship fund was the  largest Japan-based hedge fund at that time.  Masao also acted as President and CEO of NSI, and was responsible for successful acquisitions, lift-outs and creation of numerous business partnerships for Nikko group of companies.

Education

  • PhD in International Relations (Claremont Graduate University, California), B.A. in Literature (Keio University)
  • FRM, CAIA.
  • Certificates in “Public Sector Management Science,” “International Political Economy.”

Extracurricular

  • Languages: English, Japanese, and Mandarin (elementary)
  • Designated as Subject Matter Expert by Global Association of Risk Professional (GARP) for FRM test items creation. Member of GARP Master’s Fellowship Advisory Board.
  • Recent Publications: “Alternative Alphas and Asset Allocation,” Alternative Investment  Analyst Review (Spring 2019). “Applying an Enterprise Risk Management (ERM) Framework to Fund Governance,” Alternative Investment Analyst Review (Summer 2017). 
  • Recent speaking engagement: “Investment Fund Governance: Working Toward a Global Approach to Investment Fund Governance.” Enjoys Japanese tea ceremony. 

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Dr. Bob Swarup, CAIA
London & Delhi
swarup@alpha-gp.com
+44 7801 552 755
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Bob Swarup
@BobSwarup

Summary

Bob is a financial services professional and an acknowledged international expert with extensive experience in macroeconomics, investment strategy, risk management, alternatives, ALM, regulation, insurance and pensions. His high-end clients appreciate his ability to translate complexity into actionable thoughts, his lateral thinking ability, broad finance knowledge and intercultural skills.

Testimonial

Senior Executive, multi-bn MFO, London: “I want to thank you … for your honest advice, clarity and good thinking

Key Experience

10+ years experience in alternatives. Built up and developed several multi-billion dollar funds and financial institutions, investing across developed and emerging markets in a range of alternative asset classes (hedge funds, private equity, real assets, infrastructure, etc.). Advised senior policymakers and institutions on macro dynamics

Career

  • Professional Director, 2012 – (currently active in/with boards overlooking credit, pension funds, peer-to-peer lending and quant)
  • Principal, Camdor Global, 2012 – . Strategic advisory firm on macro-economics with clients including the Pensions Regulator, Saxo Bank, Russell Investments, Fidelity and DIAM International
  • CRO, Head Alternative Investments, Head Macro & Policy Unit, Pension Corporation (AuM USD 24bn), London, 2007-12 Voted one of the top 10 Private Equity investors in Europe by Private Equity News
  • Associate, Altedge Capital, 2004-07. AAA-rated hedge fund of funds, now part of Cheyne Capital 

Education

  • PhD Cosmology, MSc Quantum Fields and Fundamental Forces, MSc Physics Research (all London), MSc, MA and BA Natural Sciences (all with honors, Cambridge). CAIA

Extracurricular

  • Languages: English, Hindi, French (basic)
  • Member of the Advisory Committee, Global Thought (lead by Prof. Joseph Stiglitz), Columbia University, New York; Fellow, Institute of Economic Affairs, London; Senior Visiting Fellow, Cass Business School, City University, London, Visiting Fellow, London School of Economics, 2009-12, Editorial Board Member, Journal of Alternative Investments
  • Co-Founder, Insurance Investment Exchange, the leading global forum for insurers to discuss investment issues
  • Author of the international acclaimed bestseller, Money Mania, Bloomsbury, 2014, and ALM for Financial Institutions: Balancing Financial Stability with Strategic Objectives, Bloomsbury, 2011. Work on emerging markets cited in numerous international publications

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Mads Jensen, CFA, CAIA, CIPM, CIFD, FRM
Copenhagen
jensen@alpha-gp.com
+45 23 23 80 86
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Mads Jensen

Summary

Mads is an experienced senior manager within the asset management industry and with a background in management of international private banking and wealth management businesses and retail and institutional sales of investment products. Clients appreciate his respectful, honest and pragmatic to-the-point approach, his ongoing self-development, and regulatory awareness.

Testimonial

Risk Manager, London: “… impressive to be able to work with a board member whose grasp of valuation issues and fixed income markets were both wide and steeped in practitioner knowledge

Key Experience

10+ years developing and distributing mutual and hedge funds across Europe, development and management cross-border investment advisory and private banking businesses, vast board room experience across jurisdictions, asset classes, investment strategies and manager stages

Career

  • Professional Director and Consultant, 2012- (currently active in/with boards overlooking illiquidity, ILS, pension funds, private equity)
  • Managing Partner  Jentzen & Partner, 2017-. Pan-Scandinavian asset management advisory firm for pensions funds 
  • Head of Group Wealth Management (AuM EUR 100bn), Danske Bank Group, 2008-11, Head of International Sales, 2006-08, Head of Product Development, 2003-06, Product Manager, 2000-03, Danske Capital
  • Bond Dealer, BG Bank, 1998-2000

Education

  • Executive M Business Administration (Carnegie Mellon), M Business Administration (Geneva), MSc International Business, BSc Managerial Economics and Business Administration (both Copenhagen)
  • CFA, CIFD, CAIA, CIPM, executive education at Swiss Finance Institute and Wharton

Extracurricular

  • Languages: English, Danish, German, Norwegian, Swedish
  • Ranked in the top 40 of European wealth management executives below 40 by Financial News, June 2010   
  • Won Euromoney awards for best private bank in Denmark, Norway and the Nordic region – 2008, 2009 and 2011
  • External Associate Professor in Finance at the Copenhagen Business School
  • Committee Chairman CFA Society Denmark

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