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 Senior Management 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.
Having graduated with a degree in Economics, David started his career in the City in 1985 and has been involved in equity derivatives and structured products since 1987. David has built and managed structured product businesses and has worked with product manufacturers and distributors to help develop products and propositions. Throughout his career David been one of the pioneers of the UK structured product market. David developed the concept of a “plan” as a way to distribute structured products via financial advisers and was responsible for the first structure that allows investors to buy structured notes where the gains were treated as capital. David set up and managed the Barclays retail structured product business which became the first vertically integrated structured product business in the UK before working at J.P. Morgan and the Royal Bank of Scotland. David helped establish an independent quantitative research business in 2012 that offers an assessment of the returns investors may receive and the risks that they face in response to demand from investors and increased regulatory scrutiny of structured products. The analysis is now used by institutional investors, discretionary fund managers and financial advisers to identify products that are suitable and appropriate. The analysis highlighted the attractive risk/return profile offered by many products and was an important element that led to the creation of Levendi Investment Management.
Matt has over 20 years’ experience in structured notes and (funds) covering UK discretionary wealth managers and institutions. He started his career at Paribas in Equity Derivatives, moved to Merrill Lynch in 2000 where he covered UK and South African clients then spent over 10 years at Morgan Stanley. He has worked at brokers Catley Lakeman and was most recently head of structured product sales 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.
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.
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.