• Michel de Carvalho
    Michel de Carvalho
    Chairman
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    Michel joined CapGen as Chairman after a 20 year career at Citigroup where he served as Vice Chairman of Citi Investment Bank and Global Chairman of Citi Private Bank.     Previously Michel was MD at Credit Suisse First Boston (CSFB). He went on to join the Board of Nikko Securities in 1995 – the first non-Japanese person to do so. In 1998, Michel headed the negotiations leading to the creation of Nikko Salomon Smith Barney, today the Japanese arm of Citigroup. A graduate of Harvard Business School, Michel obtained a Masters of Business Administration in 1970. He also holds a BA from Harvard College. He has represented Britain in the Winter Olympics on three occasions, and is also a keen golfer and cyclist. Michel was born in Buckinghamshire and speaks six languages. He married Charlene Heineken in October 1983 and has five children. Michel is a Member of the Supervisory Board of Heineken NV, and an Executive Director of Heineken Holding NV.  

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  • Khaled Said
    Khaled Said
    Managing Partner
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    Having managed his own family money, Khaled is an experienced investor and has particular insight into the problems families face when trying to get the best from the investment management industry. He categorises this as a principal/agent problem - agents think of investment success in terms of deploying capital and building AUM whereas for principals, investment success means achieving an investment return and their money back. Clients benefit hugely from Khaled's principled and commercial approach to investing and his commitment to ensuring that client portfolios are managed by people who think like principals not agents. Within the firm he leads client relationships and the business development function. Khaled chairs the Client Portfolio Committee which is tasked with making the final decisions on the content of client portfolios and sits on the Asset Allocation, Investment and Risk Committees. Khaled started his career as a strategy consultant at Bain & Company where he specialised in private equity. He has a degree in Law from Oxford University, a Masters in History from Harvard and an MBA (Dean’s List) from INSEAD.

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  • Ian Barnard
    Ian Barnard
    Founding Partner
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    Ian's rigorous approach to process and analysis is fundamental to CapGen's investment process. He meets every single manager on CapGen's platform and has in depth knowledge of the strategies at play in each fund. Building on his extensive manager knowledge, he chairs the firm's Investment Committee and is a member of the Client Portfolio Committee, Asset Allocation Committee and Risk Committee. Ian also leads the firm’s direct investment advisory business where he brings to bear his extensive investment networks and direct investment experience to produce excellent outcomes for clients. Ian began his career at Smith Barney Corporate Finance advising on structured finance and mergers & acquisitions. He also spent time in the British Army and the Diplomatic Service where he served in the UK and abroad. He has an MA in history from Oxford and an MSc (Distinction) in Management at London Business School.

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  • Charlotte Thorne
    Charlotte Thorne
    Founding Partner
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    Charlotte's focus is on maintaining excellence in the firm's external interactions - with clients, regulators and providers. Charlotte runs the mechanics of the firm and oversees the complexities of client take-on and marrying client needs to service delivery. She designed and developed the firm’s discretionary platform and the ongoing quality and standards of the firm’s output. Charlotte sits on the firm’s Risk Committee and sits on the Investment and Client Portfolio Committees. Charlotte began her career at HM Treasury where she advised both Conservative and Labour ministers on a range of policies including corporation tax, pensions and state aids. She also spent a year in Brussels working as a diplomat in the UK’s embassy to the European Commission and worked in policy at the then FSA. She has a degree in PPE from Oxford University.

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  • Giovanni D'Alesio
    Giovanni D'Alesio
    Partner - Head of Investment Origination
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    Giovanni has a long history identifying excellent investment opportunities for clients and this experience is brought to bear on CapGen's investment effort. Giovanni heads the Investment Origination efforts at CapGen. He is responsible for a team of investment professionals whose focus is on identifying the best managers and bringing our clients exceptional investment opportunities across Private Capital, Hedge Funds, Public Equity and Fixed Income. Giovanni is joint chair of the Risk Committee and sits on the Investment and Asset Allocation Committees. Prior to joining CapGen, Giovanni spent nearly 8 years at Unifortune Asset Management – an Italian asset management house, where he built his extensive knowledge of the industry from Milan and London, and where he served on the firm’s Investment Committee. Giovanni has an MSc in Economics from Università Commerciale "Luigi Bocconi" and a Masters in Finance from London Business School.

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  • Hiroko Atherton
    Hiroko Atherton
    Partner, General Counsel
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    Hiroko plays a central role in CapGen’s due diligence process – all funds and investment opportunities are reviewed by Hiroko who brings her long experience as a funds lawyer to bear on the firm’s investment decisions. Hiroko’s role as General Counsel internally means she also contributes to client and regulatory questions. Before joining CapGen in 2013, Hiroko was a Senior Associate in the investment funds team at Proskauer Rose. She started her career at Travers Smith as an investment funds Associate. During her time in private practice, Hiroko acted for institutional investors into private equity, hedge and other alternative funds, direct co-investments and secondary transactions. She also acted for fund managers on the structuring and raising of private investment funds. Hiroko has a first class honours degree from King’s College London in Music, a postgraduate diploma in Law and qualified in 2006 as a Solicitor in England and Wales.

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  • Robert Sears
    Robert Sears
    Partner - Head of Portfolio Management
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    Robert uses his experience and passion for investing and financial markets, along with his problem solving skills, to oversee client portfolios at CapGen. Robert is Head of Portfolio Management, running all aspects of investment across the portfolios, including asset allocation, portfolio construction, risk management and trade execution. Robert has developed leading investment ideas and research at CapGen, including the firm's proprietary asset allocation model. Robert is joint chair of the Risk Committee and sits on the Client Portfolio and Asset Allocation Committees. He started his career at Merrill Lynch where he structured and executed solutions for client portfolios across all asset classes using cash securities and derivatives. Robert has a double first class Master of Mathematics degree from Oxford University and has a Masters of Finance degree from Cambridge University where he won the Director's Prize for graduating with the overall top mark. He is also a CFA® charterholder and holds the FRM designation from the Global Association of Risk Professionals.

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