The investment team at Levendi Investment Management have worked together for many years and have significant experience in structured investments and creating and managing funds and portfolios. The biographies of our Team can be seen below.
Frank started his career in 1993 at Credit Suisse Financial Products as an Equity Derivatives trader based in London. He later worked at Bankers Trust as a senior multi-asset Equity Derivatives Trader before becoming Head of Exotic Equity Derivatives Trading at Commerzbank. After a decade as a trader, Frank moved to Deutsche Bank to build and manage the Quantitative Products Engineering businesses across EMEA and Asia, being based in London and Hong Kong. In 2008, Frank joined Morgan Stanley to run Financial Engineering in EMEA and Americas, being based in London and New York and later became Global Head of the Retail Structured Products platform. Prior to launching Levendi Investment Management, Frank was the Global Head of Equities (Structured Products) at Jefferies. Frank holds a Doctorate from Oxford University and is a Freeman of the City of London.
Michael joined Levendi Investment Management in January 2020. He has more than 25 years of financial markets experience. After qualifying as a barrister in 1993 he started working for the London Stock Exchange before moving to LIFFE (now part of NYSE) where he worked in various roles including regulation and product development. He joined the derivatives research group at UBS in 1997 and then moved into trading. In his last role there he managed a team of traders focused on US and Asian equity derivatives. After leaving UBS in 2016 he co-founded FINIVA which is developing a new pan European market model for retail derivatives.
Matt has over 25 years’ experience providing solutions to UK discretionary wealth managers and institutions. His initial decade in derivatives was spent within the UK structured marketing teams of Paribas and Merrill Lynch, both market leaders in their field. The next was at Morgan Stanley working with a multi-asset mandate, responsible for structured notes, protected cell companies and defined-return UCITS funds. He also transacted significant credit deals with UK life insurers. He then moved to the independent boutique sector and prior to joining Levendi was head of structured product distribution at GPP. Matt has built long term trusted relationships via the performance of the products structured and dealt with his client base.
Since completing his MBA, Matthew has been involved in the Structured Investment arena for over ten years. With his wide ranging experience across asset classes, he has developed an deep understanding of the needs and demands of a broad investor base. Matthew is responsible for forging new and meaningful relationships within the DFM, Family Office and Private Bank community. Matthew advises and sits on the Board of a number of both public and private companies.
Alae is actively involved in most aspects of the Fund from managing risk to liaison with the firm’s stakeholders. He brings with him Investment experience from one of the biggest multi-jurisdictional offshore and onshore players in the Pension industry, looking after c. £2b of assets and catering to more than ten thousand clients. Previously to that Alae has held a number of positions which gave him a wide range of experience and understanding in the Finance industry. Alae also consults for his family’s Portfolio of investments overseas and has previously competed semi-professionally in Motorsport on 125cc Shifter-Kart racing.
Alae has conducted his education at top European Business Schools and is expected to have completed his postgraduate studies by 2019.
Freddie read Politics and International Relations at the University of Nottingham. He graduated in 2018 and joined Levendi after partaking in a graduate programme at Tradition, a world leading inter dealer broker. He previously held internships at BGC partners and Barclays Capital and has a keen interest in Derivatives and Structured Products.
Freddie holds the Investment Management Certificate.
Art is responsible for the product analysis that is at the heart of Levendi’s proposition. Art started to develop the model that we use to evaluate risk and return immediately after the March 2012 paper from the FCA. Prior to working on this Art was developing statistical arbitrage strategies and portfolio optimisation tools at Noble and Co. At J.P. Morgan Art was responsible for marketing derivative products and had a particular focus on hedge fund derivative solutions and asset and liability modelling. He was also responsible for building pricing models, risk management tools and value-at-risk techniques that became RiskMetrics.