Experience

EB – Sustainable Investment Management (EB-SIM)

• Germany
• Investment Management
• 1 - 100 Employee

• Referentin Vertrieb Kirchliche Investoren / Produktmanagement

  • Jan 2021 - Present

  EB-Sustainable Investment Management GmbH (EB-SIM) is a 100% subsidiary of Germany's Evangelische Bank (EB). EB-SIM is an independent asset and investment manager with approximately EUR 5 billions in assets under management. The vast majority of it in mandates (more than 100) or rather special funds and mutual fund structures in the German-speaking region. The organization's sustainable profile derives from EB's 30-year strong and stabile track record operating as an investment management spin-off since December 2018. Its business model is directed by the 17 Sustainable Development Goals of the United Nations (SDGs) and the EU climate targets.EB-SIM's team comprises 40 employees, its head office is based in Kassel, central Germany. This ESG boutique is headed by Dr. Oliver Pfeil (Chief Investment Officer), Michael Hepers (Chief Customer Officer) and Christoph Glatzel (Chief Operating Officer). EB-SIM is already amongst the leading sustainable asset managers in the German-speaking area for institutional investors linked to Germany's protestant churches but has expanded its corporate sustainable asset management activities and services. All of its portfolio investments complies with EKD-guideline (Protestant Church of Germany) for ethic-sustainable financial investment. Its product portfolio is solely focused on sustainable equity, bond and multi asset as well as real assets investment strategies - available to institutional and private investors. EB-SIM’s investment DNA is best described by both - a responsible investment style trying to avoid negative impact and by dedicated impact investment strategies based on a positive contribution towards SDGs. https://www.eb-sim.de/home.html



Tierschutzverein München e.V.

• Environmental Services
• 1 - 100 Employee

• Dog Shelter (honorary post)

  • Mar 2019 - Present



Dunkelziffer e.V.

• Germany
• Individual and Family Services
• 1 - 100 Employee

• Fundraising (honorary post)

  • Apr 2017 - Present

  Dunkelziffer e.V., registered association founded in 1993, has been fighting sexual abuse of children and child pornography nationwide ever since. Breaking a taboo related to sexual abuse of children by sensitizing this topic to public, many German celebrities strongly support Dunkelziffer’s mission.Dunkelziffer supportive means in Germany range from prevention concepts at pre-/elementary/secondary schools, first-time consulting (online/phone/e-mail/1-on-1 sessions), therapy (twenty-two psychotherapy placements for children & adolescents), nationwide solicitor network, trainings for professionals working with children (coaches/scouts etc.) to frequent internet seminars against child pornography for investigators, judges and public prosecutors (more than 1500 participants since 1996). State aid has explicitly never been claimed by Dunkelziffer e.V., its expertise being in high demand by media such as tv, radio, newspapers/magazines.www.dunkelziffer.de



SD-M GmbH

• Germany
• Financial Services
• 1 - 100 Employee

• Sustainable Development Management

  • Nov 2019 - Dec 2020

  Standardized approach for ESG integration & reporting with an emphasis on global equities and corporate bonds; focus of the approach lies on non-financial key performance indicators of highest significance, launched with the support of the German Environment and Building Ministry, including both scientific perspective as well as practitioners’ expertise (a.o. Sustainability Accounting Standards Board (SASB)).https://www.sd-kpi.com/de/



Yes we care! e.V.

• Fundraising (honorary post, February 2019 - August 2019 based in Munich)

  • Apr 2017 - Dec 2020

  Yes we care! e.V., Bavarian registered association founded in 2010, has been supporting children and adolescents in Lesotho, South Africa with a specific focus on AIDS orphans enriching their lives by means of comprehensive educational support as well as improving their living conditions. www.yeswecare-ev.de



Green Growth Futura GmbH (GGF)

• Deputy CEO (Pro Bono October & November 2019)

  • Aug 2019 - Nov 2019



Globalance Bank Ltd.

• Switzerland
• Banking
• 1 - 100 Employee

• Senior Project Coordinator

  • May 2017 - Jan 2019



Power-Child E.V.

• Germany

• Fundraising (honorary post)

  • Dec 2016 - Mar 2017



Green City AG

• Germany
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Senior Manager Investment Partners

  • Jul 2015 - Nov 2016

  Renewable energy (wind & solar energy/hydropower, real assets-based) fixed income and private placement b2b business development in Europe, a.o. Switzerland as a new distribution market for GCE including set-up of all legal/technical requirements respectively.Opened up a German-speaking institutional network (banks, asset managers, foundations, insurance companies, consultants, energy and industrial enterprises), in addition to GCE first-time international investment partner contacts such as private equity houses/institutions/debt structuring, investment banks, international and national (ecological/sustainability/environmental focused) banks/foundations/ecclesiastic organizations & church banks.Acquisition of institutional key accounts and responsibility for major private clients regarding intermediate financing concepts on behalf of GCE Chief Financial Officer (CFO).Relationship management responsibility for institutional key accounts in coordination with European M&A/transaction and project finance unit of GCE regarding international real assets-based deals.Assumed responsibility for fixed income product enhancements and SICAV-SIF project initiation on behalf of CFO in coordination with portfolio management/product development team.Increased and enhanced Green City Energy Ecological Investments visibility in Europe by co-ordination/implementation of Institutional roadshow events and publication of press articles for German-speaking Switzerland.Educational sessions for internal, i.e. GCE M&A wind energy team Germany; crowd funding/-investing project regarding future retail distribution channels for the company.



Independent Consultant / Advisor

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Independent Consultant

  • Nov 2013 - Jun 2015

  Business development strategy for multi-national and local organizations, with geographic focus on the Middle East, i.e. UAE



NN Investment Partners (formerly known as ING Investment Management (Switzerland) Ltd.)

• Deputy CEO, Senior Relationship Manager Institutional Business Development

  • Jul 2010 - Oct 2013

  Representation of ING Investment Management (Switzerland) Ltd [INGIM Switzerland] towards public and local authorities; increase and enhancement of INGIM visibility in German-speaking Switzerland, Liechtenstein and Ticino.Focus on fund remarketing (b2b fund sales/investment strategy definition) in German-speaking and Italian-speaking part of Switzerland and Liechtenstein.Global key account strategy conception & implementation (including documentation, servicing, facilitation) besides assumed responsibility for Swiss local players; developed business plan for Ticino and implemented respectively by Q1 2011, coordination/support of cross-selling activities INGIM Switzerland-Italy.Co-ordination and implementation regarding Institutional roadshow events for INGIM Switzerland client base.Publication of press articles for German-speaking Switzerland and coordination of PR activities for INGIM Switzerland overall.



Dr. H. Koob Unternehmens- und Management Beratung GmbH, Mannheim Deutschland

• Project Manager ad interim, Zurich, Switzerland

  • Jan 2010 - Jun 2010

  Led feasibility study specialized on Shariah-compliant investment concepts for corporate and private investors in the UAE.



Fortis Investment Management (Switzerland) Ltd, FIM Switzerland

• Sales Director, Responsible for German-speaking Switzerland and Liechtenstein

  • Apr 2008 - Dec 2009

  Acquisition of and relationship responsibility for Institutional clients in the segment Banks/Independent Financial Advisors (IFAs) for FIM Switzerland including local as well as foreign clients.Represented the two major Swiss key accounts as globally responsible client relationship manager and coordinated those relationships within Fortis Investments worldwide.Organized and conducted roadshows and client events in German-speaking Switzerland and Liechtenstein.Developed merger related strategies in order to facilitate transition and effective servicing tailored to the needs of the Swiss client base.



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Senior Relationship Manager Switzerland/Liechtenstein, Vice President

  • Mar 2006 - Apr 2008

  Acquisition of and relationship responsibility for Institutional clients in the segment Banks/Independent Financial Advisors (IFAs) for AAAM including local as well as foreign clients.Deputy function regarding the Head of Banks/IFAs/Insurances since March 2006, assumed responsibility for all AAAM Swiss key accounts in May 2007. Direct reporting line to CEO of AAAM Switzerland (from May 2007 onwards: CEO Fortis Investment Management (Switzerland) Ltd).Presented AAAM to Institutional clients such as pension funds and corresponding servicing of those on behalf of top management AAAM Switzerland.Started AAAM sales activities and AAAM introduction in Ticino and Liechtenstein market based on own initiative and assumed responsibility for those markets, in addition to assigned client base.Organized and conducted roadshows and client events in German-speaking Switzerland, Ticino and Liechtenstein.Developed client dedicated fund analysis packages that were introduced by AAAM top management Europe-wide in order to increase the client relationship quality but also to exploit new sales opportunities.



Rothschild Bank AG, Zurich, Switzerland

• Senior Fund Analyst, Assistant Vice President

  • Jan 2004 - Feb 2006

  Selected and monitored traditional funds and alternative investments for Private Banking client base covering all asset classes, sectors, regions as well as countries.Supported client advisors regarding investment proposals and fund advisory service; attended Private Banking client meetings, presented/introduced/updated on selected funds to the top management and overall staff of Rothschild Bank AG in weekly global meetings.Assumed responsibility for the structuring and implementation of fund based portfolios for high net-worth individuals.Organized and coordinated implementation of new analysis tools on the traditional and alternative investment side.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• UBS Switzerland, Germany and USA

  • Jun 1998 - Dec 2003

  Jan. 2003 - Dec. 2003UBS Wealth Management Research/Investment Research, Zurich, SwitzerlandFund Analyst, Associate DirectorSpecialized in the US/North American Large Cap fund market since April 2002 and assumed exclusive responsibility for the North American Large Cap market in January 2003.Selected and monitored US/North American Large Cap and Small Cap Value/Growth funds for UBS Private Banking client base worldwide amongst other covered categories such as Europe ex-UK and sector funds.May 2001 - Jan. 2003UBS Switzerland – MAP Research, Zurich, SwitzerlandFund Analyst, Associate Director with “Prokura” (Promotion in March 2002)Selected and monitored various sector/regional and country funds (among others US/North American funds, Biotech funds, Europe Bond and Convertible Bond funds) for UBS Private Banking client base worldwide.Conducted fund manager interviews/performed fund company visits with the ex-UBS Paine Webber group in the US.Jul. 1999 - May 2001UBS Schröder Münchmeyer Hengst AG, Germany - Munich, Team IIIManagement Trainee: Junior Key People Program (JKP) – Junior Client AdvisorWorked for 18 months as a junior client advisor consulting Private Banking clients in their investment management.Jun. 1998 - Aug. 1998UBS AG, New York City, USA, MBA InternshipConducted portfolio analysis and created investment proposals for client advisors.