Jean-Frederic Berard
Managing Director, Strategic Investments at Knight Vinke Asset Management- Claim this Profile
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French Bilingue ou langue natale
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English Bilingue ou langue natale
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA Institute
Experience
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Knight Vinke Asset Management
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Switzerland
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Investment Management
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1 - 100 Employee
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Managing Director, Strategic Investments
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mars 2021 - - aujourd’hui
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Caisse de dépôt et placement du Québec (CDPQ)
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Canada
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Investment Management
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700 & Above Employee
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Head of Relationship Investing - Public Equities
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nov. 2012 - juil. 2019
- Oversaw the creation and development of this activity at the Caisse.- Manages a team of Senior Investment professionals.Caisse de dépôt et placement du Québec is a long-term institutional investor that manages funds primarily for public and parapublic pension and insurance plans. As one of Canada’s leading institutional fund managers, la Caisse invests globally in major financial markets, private equity, infrastructure and real estate. For more information about la Caisse: www.cdpq.com.
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Senior Portfolio Manager - Canadian Equities and Research Director, Energy & Utilities
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mai 2011 - nov. 2012
- Analyzed a universe of stocks of various capitalizations operating across the energy value chain in North America, from upstream activities such as exploitation and production to downstream activities such as refining.- Advised other departments on the technical merits of specific energy investments.
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Portfolio Manager - Energy & Utilities
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juil. 2005 - mai 2011
- Managed a portfolio of Canadian equities in excess of 3 billion dollars specialized in the energy sector.- Oversaw the work and professional development of 2 analysts.
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abrdn
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Analyst
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avr. 2001 - juil. 2005
- Lead analyst covering Canadian and U.S. Regional banks, Specialty Finance (GSEs, Credit Cards), Canadian and U.S. Pipelines and Utilities. - Made specific stock recommendations to the model portfolios, participated in sector strategy decisions and in global sector calls with colleagues in the UK. - Lead analyst covering Canadian and U.S. Regional banks, Specialty Finance (GSEs, Credit Cards), Canadian and U.S. Pipelines and Utilities. - Made specific stock recommendations to the model portfolios, participated in sector strategy decisions and in global sector calls with colleagues in the UK.
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Portfolio Manager
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1999 - 2001
- Managed the company assets according to investment guidelines and in close conjunction with the Chief Actuary. The total portfolio was in excess of 200 million dollars (90% bonds, 10% Canadian equities). Prepared and reviewed the performance of various portfolios with the investment committee. - Managed the company assets according to investment guidelines and in close conjunction with the Chief Actuary. The total portfolio was in excess of 200 million dollars (90% bonds, 10% Canadian equities). Prepared and reviewed the performance of various portfolios with the investment committee.
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Lieutenant
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1993 - 1995
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Education
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University of Ottawa
Master of Business Administration (MBA), Finance, General