INVESTCORP-TAGES - Key Persons
Prior to joining Tages in 2015, Berouz previously worked at Credit Suisse for eight years as Managing Director with responsibility for managing proprietary trading for the fixed income department and then as interim Head of Commodities and Head of Energy trading at the bank. Prior to Credit Suisse, he was a partner at Northbay, a fixed-income hedge fund and previously, he managed several proprietary and derivatives trading teams for institutions such as Lehman Brothers, SBC Warburg and Merrill Lynch. He has over 30 years of financial markets experience. Berouz graduated from ESCP business school in Paris. Subsequently he prepared for a PhD in International Finance and Economy at Dauphine University.
Prior to joining Tages in 2011, Diego was a former Senior Portfolio Manager of the Funds of Hedge Funds Division at UBI Pramerica SGR. Previously, he worked for nine years within the Research Department at Capitalgest SGR serving as economic and quantitative analyst.
Diego holds a Degree in Economics from the University of Brescia.
Prior to joining Investcorp in 2011, Gayan worked at Carlton Capital Partners as Assistant Portfolio Manager investing in hedge funds. Prior to this, he worked for Baltic Asset Management, a family office, as a Senior Analyst. He joined the investment field in 2006 working for Goldman Sachs in London as a Financial Analyst investing in equity, fixed income, structured investments and alternative assets for private wealth clients. Prior to Goldman Sachs, he worked at KPMG in the Audit and Corporate Finance departments.
Gayan holds a BSc in Accounting and Finance from the London School of Economics and Political Sciences. He is member of the Institute of Chartered Accountants in England and Wales and a CFA Charter holder.
James joined Investcorp-Tages in October 2022 as President.
Prior to Investcorp-Tages, James worked at Graham Capital Management for more than 12 years, where he held the position of CEO from 2019-2021 and previously Senior Managing Director & Head of Investor Relations from 2009-2019. As CEO, James led Graham's Marketing & Investor Relations, Technology, and Risk Management departments and was a member of the firm's various investment, risk and operating committees. James has approximately 25 years of industry experience, including roles at Moore Capital Management from 2003-2009 & as an original employee at Fortress Investment Group from 1998 until 2001, having previously worked with the founders of Fortress from 1996-1998 at BlackRock Capital Finance and UBS Securities.
James received an MBA from the Wharton Business School in 2003 and a degree in International Politics from Georgetown University in 1996.
Prior to joining Investcorp in 2003, Jonathan worked for Cazenove Capital management in London where he was a member of the Investment Strategy Group and Investment teams. He has also held positions in management consulting and quantitative analysis, and has more than 25 years' of investment experience.
Jonathan holds an MSc in Economics and Finance from the University of Bristol and the IIMR (UK equivalent of the CFA).
Prior to joining Investcorp in 2014, Jonathan worked at FRM Investments LLC, a division of Man Group Plc, where he spent six years and was most recently the Deputy Head of Business Risk. Prior to this he was a Senior Associate at Ernst and Young for four years where he qualified as CPA in the State of New York. His license is currently inactive.
Jonathan holds a Master of Science in Accountancy and a Bachelor of Business Administration with a concentration in Finance from the University of Notre Dame.
Job Titles:
- Co - CEO / CIO of Investcorp ARI LLC
Prior to joining Investcorp in 2013, Lionel worked for 11 years at Lyxor Asset Management, where he held the dual position of Chief Investment Officer (2004 - 2013) and Chief Executive Officer of Lyxor Inc. (2009 - 2013). Prior to joining Lyxor, he was a Vice President in the Equity Corporate Finance department at Société Générale, where he worked on several IPOs, capital increases and convertible bond issues.
Lionel has an MBA Degree in Finance from the École Supérieure des Sciences Économiques et Commerciales (ESSEC) in Paris.
Prior to joining Tages in 2011, Luca was the former CIO of UBI Pramerica FoHF operations in Italy, where he was responsible for almost 500 million EUR of assets. Before this role, he was head of the fixed income desk at Capitalgest SGR mutual funds (responsible for over 10 billion EUR of AUM in fixed income instruments) and proprietary trader on the fixed income desk of a leading Italian bank.
Luca holds a Degree in Economics from the University of Brescia.
Prior to joining Tages in 2013, Manuela was the former Head of Hedge Fund Investments at Duemme SGR. She previously worked for Unifortune SGR, with responsibility over the creation and management of Fund of Funds. She worked for the Italian Stock Exchange in Milan and at the Derivative Desk of Citibank Milan. Manuela holds an MSc in Econometrics and Mathematical Economics from the London School of Economics and is a CFA Charter holder.
Prior to joining Tages in 2011, Matteo was formerly a Portfolio Manager at Credit Suisse in London. In this role, he was responsible for the construction and management of the institutional and retail fund of hedge funds, managing over 1 billion USD. He was responsible for the first UCITS fund of absolute return funds launched in July 2010 by Credit Suisse. Previously, Matteo was an Analyst at Valore Reale Sgr Spa in Milan.
Matteo holds a Degree in Business Administration from the Università Cattolica del Sacro Cuore in Milan.
Prior to joining Investcorp-Tages, Matthew was a founding partner of 1167 Capital, specialising in emerging market sovereign bonds since 2016. Matthew previously headed sales at world-leading long/short equity fund management firm Nevsky Capital where he was a partner and part of the management committee from 2014. Matthew has also been a sales director specialising in the wholesale business at F&C Asset Management and spent a decade at Thames River Capital, where he was instrumental in launching many single-manager funds across a wide variety of asset classes; and notably key in raising the firm's assets under management to almost US$13 billion at peak. He had moved from spending a further decade at Baring Asset Management where he gained extensive and lasting experience of fund operations, dealing and distribution. His long and knowledgeable career began back at Oppenheimer Fund Management in 1986 before moving to Mocatta & Goldsmid and on to Chase Manhattan Bank.
Matthew has a wealth of experience in investment management sales and holds the Institute of Investment Management and Research (now CFA Society) Investment Management Certificate, plus the Securities Institute Investment Advice Certificate and has held Securities Representative registration as an Associate Member of the National Futures Association at the Securities and Futures Association.
Job Titles:
- CFO - COO of Investcorp - Tages
Richard is the CFO - COO of Investcorp-Tages. Prior to joining Tages in 2012, Richard was the former Deputy Chief Operating Officer and Chief Financial Officer of Occam Asset Management, where he worked from 2010 to 2012. From 2005 to 2010, Richard worked on the Fund Derivatives desk at KBC Financial Products in a variety of roles. He started his career at PricewaterhouseCoopers within the Banking and Capital Markets Division, where he qualified as a Chartered Accountant.
Richard holds a Degree in Maths & Philosophy from the University of Nottingham.
Job Titles:
- Co - CEO / CIO of Tages Capital LLP
Prior to founding Tages Group in 2010, Salvatore was the former Head of Portfolio Management within Alpha Strategies at Credit Suisse. While at Credit Suisse, he also served as Deputy Head of Alpha Strategies, Head of Manager Selection and Strategy Analysis in the Alternative Investments and Mutual Funds Team, and Deputy Head of Hedge Fund Research and Selection in Alpha Strategies. Prior to joining Credit Suisse, in 2004, he was a Senior Hedge Fund Analyst and a Portfolio Manager with BSI SA (Generali Group).
Salvatore holds a Degree in Economics and Business Law from Bocconi University of Milan. He is a CFA and a CAIA Charter holder.
Prior to joining Tages in 2014, Selim was formerly a Portfolio Manager and Fund Analyst in the fixed income team of La Française. He started his career at Alteram as an Assistant Portfolio Manager in 2005 and was appointed Hedge Fund Analyst in 2009. He became a Portfolio Manager in 2011. Selim holds a Master's Degree in Applied Economics from the University of Paris-Est, a Master's Degree in Portfolio Management from the Eiffel School of Management and an Executive Master in Corporate Finance and Capital Markets from Sciences Po. Paris.