Karim Barrada
Founder at Ad Astra Associates LLC- Claim this Profile
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English Native or bilingual proficiency
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French Native or bilingual proficiency
Topline Score
Bio
Credentials
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Series 17
FINRA -
Series 63
FINRA
Experience
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Ad Astra Associates LLC
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Business Consulting and Services
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1 - 100 Employee
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Founder
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Apr 2021 - Present
Mission is to help companies, private capital vehicles, family offices and foundations make distinctive, lasting, and substantial impact in the United States and internationally Mission is to help companies, private capital vehicles, family offices and foundations make distinctive, lasting, and substantial impact in the United States and internationally
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Davos Alzheimer's Collaborative
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Switzerland
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Hospitals and Health Care
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1 - 100 Employee
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Special Advisor to Leadership
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2021 - Present
Advising the Davos Alzheimer’s Collaborative ("DAC"), a new $700m Global Health Initiative of the World Economic Forum and the Global CEO Initiative on Alzheimer’s. DAC is a 501c3 and Swiss Foundation supported by Gates Ventures, Eli Lilly & Company, Roche, Biogen, Eisai, Otsuka, Johnson & Johnson, Regeneron, IQVIA and other key private and public stakeholders. Focus on accelerating breakthroughs by fostering an innovation ecosystem around DAC through bold, unconventional programs with breakthrough innovators, venture capital firms, foundations and multilateral organizations world-wide. Show less
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EB Holdings
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United States
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1 - 100 Employee
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Executive Director
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Apr 2022 - Jul 2022
Multi-generational Single Family Office Multi-generational Single Family Office
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Managing Director, Head, Global Solutions Group, Americas
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2018 - Dec 2020
Led expansion in UHNW/Family Office segment in the US and LatAm by deepening strategic dialogue with existing top clients and the next generation, and supporting the acquisition of new clients. Built and maintained relationships with large family clients and prospects by serving as strategic partner and delivering advice on success factors for family office formation and management across all dimensions Facilitated delivery of in-house expertise on key issues around inter-generational transitions, estate planning, philanthropy, private capital, and sustainability. Intensified investment dialogue around asset allocation and portfolio diversification across all asset classes, with focus on equities, fixed income and alternatives/private equity, private credit, infrastructure, and real estate. Delivered customized financing solutions across private bank and investment bank to enhance client liquidity and flexibility (unsecured lines of credit and loans secured by marketable securities, hedge funds, private equity investments, commercial real estate, and art collections). Advised on incorporating sustainability principles and ESG criteria into investment strategy and delivering range of actionable solutions within risk and return parameters. Tapped own network of relationships with external functional experts, practitioners and thought leaders. Organized bespoke events to address client needs, highlight best practice and manage involvement of next generation. Show less
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Managing Director, Key Clients Americas, Head Wealth Management/Investment Banking Partnership
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2011 - 2017
Set up and led cross-divisional growth initiative focused on UHNWI, Family Offices and Foundations for the US and LatAm. Created edge by leveraging analytics and coordinating delivery of investment, financing, sustainability and impact solutions across Wealth Management and Corporate & Investment Bank for key clients. Created edge by focusing coverage strategy on coordinated delivery of bespoke strategic, investment and financing solutions across Private Bank and Investment Bank for key institutional wealth clients, family offices and foundations. Strong emphasis on leveraging initiative to drive client acquisition or expand existing relationships. Catalyzed strengths in investments, banking and trust, including asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, trust and estate products and wealth planning. Drove delivery of Investment Banking advice and origination of advisory, financing and capital markets mandates. Led discussions on clients’ most critical issues including merits of setting up a family office, managing growth and preserving legacy, and integrated advice with internal partners, in particular trust and estate planning and philanthropy, Facilitated delivery of in-house expertise on key issues including family governance, wealth structuring, inter-generational transitions, estate planning and philanthropy. Sourced direct minority/growth equity or control investment solutions for product approval and distribution to institutional wealth clients across spectrum including growth companies and closely-held businesses. Partnered with Group CEO of the Bank to enhance relationships with UHNWI/Family Office clients and acquire new ones, and supported Management Board in preparation for General Assembly of the World Economic Forum.Built and managed team of five and reported to Heads of Investment Banking and Wealth Management in the Americas, Show less
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Director, Key Clients Europe & Middle East, Wealth Management/Investment Banking Partnership
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2009 - 2011
Pioneered new UHNWI/Family Office coverage and origination business across Investment Banking and Wealth Management in Europe and Middle East. Built foundations of the business and launched before being tapped to build similar effort in US and Latin America in New York in early 2011 .
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Director / Mergers & Acquisitions / Corporate & Investment Bank
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2005 - 2009
Contributed to franchise-building origination and execution of M&A transactions. Deal experience includes advising Shire on merger with BioChem ($4bn), Imperial Tobacco on acquisition of Reemstma (Euro 5.8bn), British American Tobacco on acquisition of Tekel Cigarette assets (USD 1.7bn), and of STK (Euro 2.7bn), Danisco on sale of Sugar business to Nordzucker (Euro 750m), InBev on acquisition of Anheuser-Busch (USD 52bn), Lebedyansky on spin-off of Baby Food and sale of Juice business to PepsiCo (USD 2bn), and Scottish & Newcastle and Carlsberg on merger of Baltics Beverage Holdings’ Baltika with Pikra, Vena and Yarpiva Show less
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Mergers & Acquisitions, Corporate & Investment Bank
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1999 - 2005
Wide-ranging experience in M&A globally across sectors. Deal experience includes advising Imperial Tobacco on acquisition of Reemstma (Euro 5.8bn), Richemont on corporate reorganization matters, Fuji Photo Film on acquisition of Sericol, and Boosey & Hawkes on offer by HG Capital.
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Associate / Corporate Finance
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1998 - 1999
Deal experience includes successful defense of Marley Plc against unsolicited bid by Mansfield, sale of General Shale to Wienerberger and acquisition of Scotsman Inc by Berisford. Deal experience includes successful defense of Marley Plc against unsolicited bid by Mansfield, sale of General Shale to Wienerberger and acquisition of Scotsman Inc by Berisford.
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Education
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1996 - 1998
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Community
