Gregory R. SHORE, Ph.D.
Founder & CEO, Crystal Shore Dashboards.
Founder & CEO, Crystal Shore Analytics & Crystal Shore Wealth Management SARL.
Founder & CEO, ING Private Capital Management, 6 billion EUR of AUM.
Chief Investment Officer, ING Global Private Banking, 80 billion EUR of AUM.
Head of Portfolio Management, International Advisory Group, Merrill Lynch N.V., 500 million USD of AUM.
Management Consultant, Development Bank of Southern Africa.
Professor of Political Theory, Ethics and Metaphysics, University of the Witwatersrand, South Africa.
University of Chicago, Master's and Ph.D. in Philosophy.
Doctoral Dissertation: interactive decision-making in situations of risk and uncertainty; resource allocation and deployment; payoff-maximization in constant-sum and variable-sum games.
Wits Business School, Certificate in Accounting, Control and Finance.
Vassar College, B.A. in Philosophy, Phi Beta Kappa, General Honors, Departmental Honors.
Backgammon, World Championships, Monte Carlo: World Team Champion, 1989.
David PLACCI, Ph.D.
Founder & CEO, GNIEP, software development and data integration (VBA, SQL, SAP, AMPL).
Financial System Analyst, Oil Trading, Lukoil.
Data Analyst and Risk Officer, Sahara Energy.
Data Analyst, Japan Tobacco International.
Business Planning Analyst, Orange S.A.
Software Developer, Coty.
Professor, Haute Ecole Valaisanne d'Informatique de Gestion.
Lecturer, University of Lausanne.
Post-Doc Research Associate, University of Geneva.
HEC, University of Lausanne, Ph.D. in Operations Research.
Doctoral Dissertation: route optimization algorithms, Tabu search metaheuristics and Monte Carlo simulations.
HEC, University of Lausanne, Master's in Economics with distinction in Business Administration.
INFORGE, University of Lausanne, Master's in Business and Information Systems (MBI).
Jean-Philippe BARRAS
Research Analyst, long-short hedge fund, Tell Capital Management Ltd., London, United Kingdom.
Research Analyst, industrial and technology sectors, Banque Cantonale Vaudoise.
Fund Manager, institutional equity funds (Europe and US), Banque Cantonale Vaudoise.
Founder & CEO, Oureka, geolocalisation system for interior spaces.
Founder & CEO, Match my Bike, smartphone-based bicycle-sharing platform launched with backing from Swiss Federal Railways (SBB-CFF-FFS).
Consultant, MathWorks, software development for engineering and finance.
Software Developer: C, Embedded C, C++, Java, Visual Basic, HTML, PHP, MATLAB, Wealth-Lab.
HEC, University of Lausanne, Master's in Finance.
Chartered Financial Analyst (CFA), CFA Institute.
Chartered Market Technician (CMT), Market Technician Association.
Investment Management Certificate, FSA (UK) and UK Society for Investment Professionals.
Vincent LIENARD
Partner, Woodstock Capital, third-party fund distribution, Geneva, Switzerland.
Compensation & Benefits Manager, GIE AXA, Paris, France.
Director, Novarisk (Structured Products), Groupe LCF Rothschild, Paris, France.
Vice President, distribution of Structured Products and Derivatives (French market), Bear Stearns, London, UK.
Sales, Structured Products, HSBC, London, United Kingdom.
Corporate Sales, Swaps, Options, Hedges, Rates & FX, Midland Bank, Paris, France.
Sales, Eurobonds, Samuel Montagu & Co., London, United Kingdom.
Fixed Income Sales, Indosuez, Brussels, Belgium.
HEC Paris, Master's in the Strategic Management of Human Resources.
Bachelor's, Finance, Economics and Law, Jury d'Etat, Brussels, Belgium.
Peter SAUNDERS
Sales and Marketing Director, Benelux, Switzerland and Monaco, ERAAM Premia Fund, Paris, France.
Head of Sales and Marketing Europe, Rising Dividend Fund, Pergam Asset Management, Paris, France.
Sales Director, Head of Switzerland, France, Benelux and Monaco, ETF Securities, London, United Kingdom.
Fund Distribution Sales Director, GSAH Fund of Funds, Duet Asset Management, Paris and London.
Head of Business Development, Equities and Capital Markets, Collins Stewart & Tullet, Paris and London.
International Sales Director, Reed Midem, Paris, France.
Head of Floating-Rate Note Desk, Credit and Credit Derivatives, Viel/Tradition, Paris, France.
Institutional Sales, Indosuez Carr Futures, Paris, France.
Sales Manager, Reuters, Luxembourg.
Senior Sales Executive, Dow Jones Telerate, Brussels, Amsterdam and Luxembourg.
Agricultural Engineering, Jury Central, Brussels, Belgium.
Luís QUARTIN BASTOS
Founder, LMQB, private off-market commercial real estate research and deal flow for UHNW.
Senior Vice President, Private Banking, advisory and discretionary mandates, Lombard Odier, Geneva,
Manager, Iberian Desk, Banque Privée Edmond de Rothschild Europe (Luxembourg).
Financial Associate, International Mergers & Acquisitions, Mount Keen & Co., New York City.
Money Markets Dealer, overnight interbank treasury funding, Banco Totta & Açores, Santander Group, New York City.
Investment Director, Inapa, Investimentos, Participações e Gestão, Portugal.
General Manager, Business Development and Finance, Casa de Santar Winery, Santar, Portugal.
Independent Consultant, solar electricity farm and multimedia design agency, Portugal.
Founder and Managing Director, Planet, Cópias & Imagem, Portugal, backed by 3 rounds of VC funding.
MBA, Darden Graduate School of Business Administration, University of Virginia.
Bachelor of Science, Cum Laude, Business Administration (Finance), University of San Francisco.
