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Pascal Stalder

Cell +1 (949) 338 6919 | Boston, MA USA | LinkedIn :

EXPERTISE IN: Global multi-asset class portfolio and risk management, thought leadership, strategic & tactical policy formulation, asset allocation, portfolio construction, and investment & risk operational management Extensive institutional client, private client and professional peer collaboration, consulting & advisory, communication, education and marketing in group presentations, conferences, individual meetings, and writings Quantitative and qualitative portfolio and risk analytics, modeling and management from single investments to manager research & selection to complex multi-asset class strategies in equities, fixed income, currencies, commodities, futures & options, real assets, hedge funds and private equity Process and systems development and implementation for investment and risk management, analysis and reporting Leadership and development of multi-asset class analyst and portfolio manager teams involved in research, investment & risk management and marketing Global macroeconomic and geopolitical analysis

PROFESSIONAL EXPERIENCE: ARMILLA PARTNERS, LLC Newport Beach, California and Boston, Massachusetts Senior Global Portfolio & Risk Manager 2012 to present Senior asset allocation and risk management consultant assisting institutional investment management firms with the critical tasks of identifying, measuring, monitoring and managing the risks and allocations to which they are exposed across their investments and operations. ARIZONA PUBLIC SAFETY PERSONNEL RETIREMENT SYSTEM Phoenix, Arizona Deputy Chief Investment Officer 2011 to 2012 Developed and provided portfolio risk and asset allocation analysis, due diligence, and risk and asset allocation management tools, across a full range of alternative and traditional asset classes and managers including hedge funds, private equity, real assets, fixed income and equities. Senior member of investment committee. Effectively supported and enhanced investment team due diligence and investment management capabilities in total portfolio, asset class, public and alternative investments. Contributed comprehensive asset allocation and risk (market, credit, counterparty, operational) analysis using a suite of internally developed tools, external systems and collaboration with internal team, external specialist consultants and external fund managers. Significantly increased the understanding and supervision of the board of trustees by creating and presenting critical risk exposure and analysis reports during regular monthly public meetings. GENWORTH FINANCIAL ASSET MANAGEMENT Encino, California Director of Portfolio Risk Management 2007 to 2010 Provided analysis, modeling, policy formulation, marketing support& counseling, and implementation & control of single to portfolio investment risk management and asset allocation across all asset classes, multi-asset portfolios and risk mitigation tools including hedging programs. Senior member of investment committee. Outperformed financial markets by over 20% in 2008-2010 (over 35% in 2008) through contributions to investment team and implementation of numerous incisive quantitative and fundamental analyses and operations in asset allocation and risk management. Significantly improved efficiency and effectiveness of complex global equity and fixed-income portfolio risk management programs through development of extensive quantitative tools, systems and processes, along with operational execution. More than doubled assets under management from under $2 billion to over $4 billion in the absolute return Preservation Strategy investment program through effective contributions to performance along with compelling public presentations to current and potential clients and advisors.

CAPTEO S.A.R.L. Paris, France Senior Hedge Fund Management Consultant/Project Manager 2007 to 2007 Defined-Period Contract for guiding the development of a hedge fund portfolio management system for Groupama Asset Management, one of France's largest insurance and fund management firms. Successfully directed software team and completed the development and installation of a hedge fund portfolio management system for the hedge fund management unit. CONTANGO CAPITAL ADVISORS/ZIONS BANCORPORATION, San Diego & Berkeley, California Head of Manager Selection and Client Advisor 2005 to 2007 Analyzed, reported on and controlled third-party investment managers in multiple traditional and alternative asset classes (mutual funds, hedge funds and private equity) for the new private and trust wealth management arm of Zions Bancorporation. Senior member of investment committee. Provided asset management advice for US domestic high net-worth and institutional clients in Southern California. Enhanced scope and depth of manager due diligence of private and public investments through implementing broader quantitative and fundamental analyses along with reorganizing information distribution to advisor team and clients. Significantly contributed to the retention and expansion of clients in Southern California during the integration of Zions Bancorps different wealth management units into Contango Capital Advisors. HSBC PRIVATE BANK (SUISSE) S.A., Geneva, Switzerland Director of Equity and Alternatives Asset Management 1999 - 2004 Developed and led 15-member equity/alternatives analyst/portfolio manager team, including portfolio & risk management, marketing, budgetary and personnel management. Provided practical and thought leadership on fundamental and quantitative investment and risk analysis, selection and asset allocation from single investments to the use of external managers, derivatives and alternative assets (hedge funds and private equity). Senior member of investment committee. Effective team leadership led to outperforming the MSCI World Equity Index benchmark by over 14% during 2000-2003 period by developing and leading innovative thinking and comprehensive research of the analyst and portfolio management team managing over $2 billion in equity and alternative investments. Significantly improved control and efficiency of portfolio investment and risk analysis and management through creation and implementation of a multi-asset class portfolio and risk management system, including equities, fixed-income, alternative investments and hedging tools, where no centralized tools existed previously. Led successful creation and management of the HSBC World Equity Fund (UCITS rules), including regulatory collaboration with the Central Bank of Ireland, as principal portfolio manager and fund management & treasury systems developer. NATIONAL BANK OF KUWAIT, Geneva, Switzerland & Kuwait City, Kuwait Senior Portfolio Manager 1996 - 1999 Senior member of public and private alternative investments analyst/portfolio manager team responsible for asset management and advisory of high net worth individual and institutional clients. Duties included securities and manager analysis along with development of asset allocation, risk and portfolio management systems. Senior member of investment committee. Improved performance and risk management through continuous, significant quantitative and fundamental analyses in equity and fixed-income securities, hedge funds, private equity and portfolio strategy and asset allocation analysis. Enhanced and greatly extended development and scope of portfolio and risk management system used by team, including hedging tools, by redesigning process flow and adding functional modules, analysis and real-time capacity. Attracted over $150 million in new assets under management through effective, client-centric meetings during regular, extended-stay trips to Kuwait. CREDIT SUISSE GROUP, (various positions 1985-1994) Zurich & Geneva, Switzerland Senior Portfolio Manager 1992 1994 Responsibility and leadership for discretionary global fixed-income analyst/PM team (6 members) and US equity asset management analyst/PM team (5 members) for institutional and private HNW assets. Member of the CS Geneva Investment Committee.

CREDIT SUISSE GROUP (contd) Head of Fixed-Income Strategies and Sales 1989 - 1991 Created and managed the fixed-income investment strategies and sales group (4 members) which advised institutional and high net-worth clients and asset managers on active fixed-income investment strategies and tactics. Provide thought leadership and both standard and customized global fixed-income investment strategies using both fundamental and quantitative methods. MBA financed by Credit Suisse Group 1987-1989 and 18 month leave of absence Corporate Finance Associate, 1985 - 1987 Responsible for the development of quantitative models and support software for the activities of the Investment Banking divisions (Corporate Finance, Multinational Services and Securities Issuance departments) of Credit Suisses main headquarters.

EDUCATION: THE TUCK SCHOOL, DARTMOUTH COLLEGE, Hanover, New Hampshire Master of Business Administration Concentration in Finance, Investments and Strategic Management. THE UNIVERSITY OF CHICAGO, Chicago, Illinois Bachelor of Arts in Economics Concentration in Macroeconomics and Econometrics. Minors in History and Political Science.

LANGUAGES: Native fluency in both English and French. Very good knowledge of German. TECHNICAL AND SYSTEMS KNOWLEDGE: Advanced Statistics, MS Office suite, VBA, R (statistical programming language), C++, Private i, Bloomberg, PerTrac-RiskPlus/FinAnalytica, Factset, ABC-Quant, Morningstar, Hedgemark, Zephyr, etc.