William Holmberg

Executive Director at TOBAM
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Contact Information
us****@****om
(386) 825-5501
Location
Paris, Île-de-France, France, FR
Languages
  • French -
  • German -
Skills

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Bio

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Credentials

  • Certification AMF
    AMF (French regulator)
    Jun, 2013
    - Nov, 2024
  • Chartered Alternative Investment Analyst
    CAIA Association
    May, 2007
    - Nov, 2024
  • CAIA Charterholder
    CAIA Association
    Apr, 2007
    - Nov, 2024

Experience

  • TOBAM
    • France
    • Investment Management
    • 1 - 100 Employee
    • Executive Director
      • Feb 2014 - Present

      I represent TOBAM and its patented Maximum Diversification® strategy, serving institutional investors in Northern Europe. Involved in new product development and Sustainability initiatives. TOBAM offers systematic, unbiased strategies in equity, credit multi-asset and digital asset investment universes. I represent TOBAM and its patented Maximum Diversification® strategy, serving institutional investors in Northern Europe. Involved in new product development and Sustainability initiatives. TOBAM offers systematic, unbiased strategies in equity, credit multi-asset and digital asset investment universes.

  • COMGEST
    • France
    • Financial Services
    • 100 - 200 Employee
    • Product Specialist
      • May 2009 - Sep 2013

  • AXA Investment Managers
    • France
    • Financial Services
    • 700 & Above Employee
    • RFP/ Business Development Manager
      • May 2005 - Apr 2009

  • Melleos Capital
    • Greater New York City Area
    • Equity Investment Analyst
      • Feb 2002 - Nov 2002

  • Incogniti (e-commerce start up)
    • Greater New York City Area
    • Head of Business Development
      • Feb 2000 - Nov 2001

  • Allianz Global Investors
    • Financial Services
    • 700 & Above Employee
    • Emerging Markets Equity Analyst
      • Sep 1997 - Jan 2000

  • Lehman Brothers
    • Capital Markets
    • 700 & Above Employee
    • Summer Intern
      • Jun 1996 - Aug 1996

Education

  • Georgetown University McDonough School of Business
    BSBA, Marketing, Finance
    1993 - 1997
  • The Fletcher School at Tufts University
    Master of Arts in Law and Diplomacy, International Finance; Development Economics; interdisciplinary degree in international affairs
    2003 - 2005
  • HEC School of Management
    MBA- exchange program, International Business
    2004 - 2004
  • Harvard University
    Graduate school cross registration- KSG and HBS courses
    2004 - 2004
  • Salisbury School
    High School Diploma
    1990 - 1993
  • East Woods
    1987 - 1990

Community

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