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Investor Relations Business Development

Location:
Millburn, NJ
Posted:
February 08, 2024

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Resume:

LOUIS TOSCANI

** **** ******* ****, ***** Hills, NJ, 07078 l 646-***-**** l ad3hf6@r.postjobfree.com l US resident SUMMARY

International Alternative Investments Executive with 15+ years’ experience in capital raising, deal sourcing, and financial structuring with highly developed networks of UHNWIs, family offices, institutional investors, and asset managers globally. Total transaction amount and capital raised exposure exceeds USD 30bn. Current markets covered: USA, Western Europe, and Middle East. Core competencies:

• International capital raising

• Investor relations

• Key accounts management

• Investment banking

• Private markets

• Deal sourcing

• Business development

• Due diligence

PROFESSIONAL EXPERIENCE

EVENTS INVESTMENT FUND (EIF), SOVRN. WEALTH FUND OF SAUDI ARABIA NYC/Riyadh Executive Director, Investor Relations 2022 Present

• Responsible for leading capital raising and strategic partnerships internationally for USD 5.5bn live entertainment and infrastructure fund in line with the country’s “2030 vision.”

• Originated a US private equity firm to co-invest alongside EIF and other strategic co-investors up to 150m USD across 3 assets in Riyadh: an indoor arena, a convention center, and a dinner theater.

• Liaising, coordinating, supervising, and negotiating with third-party consultants (technical, financial, tax, legal, investment banks, etc.) required along the investment process.

• Managing end-to-end equity funding process from origination stage to closing, monitoring and exit.

• Overseeing the development and review of reports, documentation, and all relevant materials. PATRIMONIUM ASSET MANAGEMENT Zurich

Manager, Investor Relations 2021 – 2022

• Developed a sales pipeline, managed investor relations and originated deals for private equity

(EUR 200m), climate infrastructure (EUR 300m), real estate (CHF 1.1bn) and private debt (EUR 600m) funds covering Swiss and UK institutional investors, financial intermediaries, UHNWIs and family offices. Raised CHF 10m from a Swiss Pension Fund and a Swiss Single-Family Office. SWISS ACTIVE CAPITAL Zurich

Founder & Independent Advisor, Private Markets Private Placement Boutique 2016 – 2022 Founded a Swiss Regulated Alternative Investments Financial Advisory Firm focused on deal sourcing, investment advisory, private placement and executive training. Highlights include:

• Lloyd Jones: Raised USD 103m for US multi-family housing projects.

• PEG Capital Partners: Led private placement for a private equity real estate group (USD 1bn AuM).

• Finch Capital: Led private placement for a Fintech Venture Capital fund (EUR 110m).

• The London School of Economics (LSE), The University of St. Gallen (HSG), Instituto de Estudios Bursátiles (IEB, Madrid), PwC (Madrid), MAPFRE (Madrid), and Swissquote Bank (Gland): Developed and taught executive and master level courses in portfolio & risk management, CV Louis Toscani Page 2 of 2 Private & Confidential corporate & project finance, foreign exchange, derivatives & structured products, cryptocurrencies, financial markets, private equity, real estate, and private markets. BANK VONTOBEL Zurich

Director, Investment Banking 2019 – 2020

• Developed pipeline of institutional investors and raised CHF 50m with a focus on Alternative and Thematic Investments (ESG). Managed portfolios for multi asset class strategies (CHF 300m+ AuM) with Structured Products, Stocks, Futures, ETFs, Bonds, FX, hedge funds. AMICORP Zurich

Managing Director 2016 – 2017

• Responsible for a CHF 3.6m budget, managed 12 FTEs and reported to the CEO of a global trust and fiduciary firm operating in 40+ offices in 30+ countries. Ensured services met quality standards for a portfolio of USD 3.2bn AuM.

ABRAAJ CAPITAL Dubai

Principal, Investor Relations, Corporate Business Development, Private Equity 2014 – 2015

• Initiated 120+ meetings with senior management and institutional investors (USD 50bn+ AuM funds of funds and financial institutions), focused on family offices/UHNWIs (net worth up to USD 15bn+).

• Managed and monitored the global family office coverage (30+ indirect reports, 3 direct reports, 30+ offices) for 4 funds (total of USD 2.4bn raised) invested in Africa, Latin America, and Turkey. CREDIT SUISSE Zurich

Assistant Vice President, Relationship Manager, Private & Investment Banking 2012 – 2014

• Enlarged the outreach to UHNWI clients, retained key accounts and sourced M&A deals.

• Responsible for portfolio profitability, risk management and new business development for HNWIs and UHNWIs (net worth up to USD 3.9+bn) across Europe and Latin America. CAPE EQUITY PARTNERS Zurich

Private Equity Associate 2008 – 2010

• Managed and grew a diversified private equity and real estate portfolio of EUR 500m with +25% IRR generated, including turnaround situations in publishing (USD 20+m) and consumer goods

(USD 40+m). Closed USD 175m minority recap transaction in a US HealthTech company. HSBC London

Analyst, Investment Banking, Financial Institutions Group (FIG) 2006 – 2007 German speaking analyst focusing on specific assignments in the DACH region.

• Executed due diligence for a US private equity fund on acquisition of an Austrian bank acquired for EUR 3.2bn. Pitched acquisition targets (up to USD 5.5bn) to banks (including HSBC Board). EDUCATION & LANGUAGES

THE LONDON SCHOOL OF ECONOMICS AND POLITICAL SCIENCE London

• MSc. in Accounting and Finance (GMAT: 90th percentile) *with Distinction. 2010 – 2012 EDHEC BUSINESS SCHOOL Lille

• Master’s in Management, Financial Economics *with Distinction. 2002 – 2007 LANGUAGES: French (native), English, German, Italian and Spanish (fluent)



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