Summary
Overview
Work History
Education
Timeline
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Robert H Owens

London

Summary

Experienced fund manager and investment banker with a history of handling and managing funds totaling over $31 billion. Expert in navigating complex financial landscapes and leveraging advanced financial models to pinpoint high-value investment opportunities, consistently achieving outstanding results for clients. Possess a profound grasp of market trends and a sharp ability to assess and manage investment risks. Renowned for building solid relationships through regular, insightful consultations with ultra-high-net-worth individuals and institutional investors, I am recognized as a dependable pragmatic investor and advisor. Committed to crafting customized strategies that optimize returns and minimize risks, I tailor my approach to suit the distinct needs of each client. My broad expertise spans traditional and modern markets, enabling me to provide insights and strategic advice in every engagement.

Overview

24
24
years of professional experience

Work History

Chief Investment Officer

Althias
06.2016 - Current
  • Identified and evaluated potential investments against business plans and standards.
  • Conducted comprehensive reviews of the investment process to identify opportunities for continuous improvement and enhance overall performance.
  • Established robust partnerships with leading investment banks, including Merrill Lynch / Bank of America, to manage capital more effectively and collaboratively invest across diverse asset classes.
  • Created and executed aggressive investment strategies to increase returns for clients.
  • Strengthened client relationships through proactive and consistent communication, ensuring high levels of customer satisfaction and loyalty in a competitive financial landscape.
  • Expanded equity and debt platforms to support real estate investment.
  • Developed in-depth understanding of clients'' needs, preferences, and risk tolerance levels by maintaining regular communication and providing timely updates on portfolio performance.
  • Worked closely with legal, accounting, and professional teams to ensure rigorous compliance with financial regulations and standards, safeguarding client interests and firm reputation.
  • Led the adoption of technological enhancements to streamline operations, reduce inefficiencies, and eliminate business bottlenecks, thereby increasing overall operational effectiveness.

Managing Director

Lloyds Banking Group
02.2014 - 05.2016
  • Developed and executed trading strategies for equity & debt capital market transactions and initiatives. This involved working with internal teams and external clients to identify potential opportunities for raising equity and debt capital or secondary offerings.
  • Held overall responsibility for investment strategy and business support across the bank.
  • Managed relationships with key clients and stakeholders to build long-term partnerships that generate revenue for the bank.
  • Lead a team of portfolio analysts to ensure that all aspects of transactions are managed efficiently and effectively.
  • Oversaw due diligence processes, including conducting market research and financial analysis to evaluate the viability of potential deals.
  • Negotiated pricing, terms, and conditions of transactions with clients to ensure that they align with the bank's objectives.
  • Provided guidance and advice to senior management on market trends, regulatory changes, and other factors that may impact equity capital markets activities.
  • Collaborated with other departments within the bank to identify cross-selling opportunities across products and services offered by the bank, namely transaction banking, leveraged and commercial finance.

Founder

Logajob
01.2010 - 01.2014
  • Built team, strategy, business plan, market analysis, architecture and execution of business to final development using agile, machine learning & AI methodologies and tools (PythonPivotal Tracker & Jira etc); recruited best in class innovation providers and suppliers to provide leading-edge products supported by agile development.
  • Built large investor and supplier network with agile, digital innovation firms & VC's in Europe and Silicon Valley, CA. Pitched successfully to Silicon Valley & European investors business model and financial projections for investment into logajob & completed sale of business to PE firm.

Managing Director

GE Capital - Capital Markets
06.2006 - 06.2009
  • Portfolio Manager who led the development of new dynamic trading platforms capable of capturing FX neutral foreign securities for delivery in the United States in dollars.
  • Leveraged prior career relationships to grow our book of business with all the major securities wire houses, other Hedge Funds and UMA/SMA asset managers.
  • Led team member involved with the testing and development of a profound trading strategy capable of delivering foreign securities of the same order in both US dollars and the local market currency.
  • Strengthened current BTIG relationships by providing new trading capabilities with prior trading partners consequently resulting in deeper access to liquidity and improved execution quality.
  • Closely worked with trading partners to deliver client specific requests involved pre and post trade analysis, execution strategies, liquidity venues, and cost analysis and savings.
  • Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.

Director

GE Capital - Capital Markets
05.2005 - 06.2006
  • Involved in the build out of GE Capital's investment platform, connections to local brokers and global exchanges, implementation of strategies and risk management, and strengthening of trading partner relationships.
  • Portfolio managed the international market making desk, overseeing trading securities in 30 countries. Worked with partners to provide local market trading access on an agency basis on foreign exchanges and provide clients with FX hedged USD prices.
  • Achieved firm profitability goals annually and grown personally produced increased PL annually since the desk began trading in 2013.
  • Strengthen client relationships including daily desk interaction via phone and Bloomberg, industry conferences and events, business trips around the country, and GE Capital sponsored client events. Grew market share to 30%, increasing book and market share.
  • Involved in the build of the ETF block desk including establishing relationships with institutional desks and traders and building internal networks and risk managements systems. Daily interaction with clients to provide prices on multi million share and dollar block trades.
  • Managed daily operations while overseeing multiple locations to foster increased productivity.
  • Worked closely with organizational leadership and board of directors to guide operational strategy.

Senior Investment Analyst

GE Capital - Capital Markets
06.2003 - 05.2005
  • Developed financial models to evaluate investment opportunities, forecast financial outcomes, and analyze market trends. These models supported strategic decision-making and helped optimize fund performance in GE Capital
  • Managed a diverse investment portfolio, executing trades and reallocating assets to maximize returns and minimize risk based on changing market conditions and fund objectives.
  • Conducted market research to stay ahead of economic trends and regulatory changes. Performed thorough due diligence on potential investment opportunities to assess their viability and alignment with the fund’s strategic goals.
  • Maintained regular communication with clients to report on portfolio performance, market conditions, and investment strategies. Developed customized reports and presentations to meet the specific needs and preferences of high-net-worth individuals and institutional investors.
  • Ensured all investment activities adhered to regulatory requirements and internal compliance policies. Implemented risk management strategies to safeguard assets against market volatility and other financial risks.
  • Led a team of analysts, fostering a collaborative environment to enhance team performance and development. Provided mentorship and guidance on complex financial analysis and investment strategies, contributing to the overall success and expertise of the fund.

Investment Analyst

GE Capital - Capital Markets
05.2001 - 06.2003
  • Performed industry research and competitive analysis, constructed financial models, and engaged in thorough valuation and due diligence to identify and assess investment opportunities that align with the hedge fund’s strategic objectives.
  • Developed pitch books, information memorandums (IMs), teasers, and management presentations. These materials are essential for articulating the fund's investment strategies and market positions to stakeholders and potential investors.
  • Worked closely with legal to draft critical documents, including term sheets and purchase agreements, ensuring all investments complied with the stringent regulatory requirements specific to funds
  • Managed effective communication channels between the fund’s management and its clients, providing regular updates on the progress of investments and the fund's market insights to enhance transparency and investor confidence.
  • Facilitated strategic discussions with the fund’s senior management to identify potential investment opportunities and strategic partners. These consultations are pivotal in shaping the fund’s investment strategies and optimizing overall portfolio performance.
  • Oversaw the allocation of assets and adjustment of investment positions to maximize returns and minimize risks, leveraging the insights gained from financial modeling and market analysis to make informed decisions.

Associate

Flextronics
05.2000 - 05.2001
  • Worked on M&A transactions as a consultant, worth over $3.14 billion across global technology & electronics industry sectors.
  • Worked with management team on two major corporate acquisitions made by Flextronics (acting as consultant on post-merger agile integration success for Flextronics) for IEC and Solothurn Ascom acquisitions (consultant follow-as part of MBS thesis).
  • Conducted research on potential targets for M&A deals using different sources like Bloomberg, Capital IQ and industry consultants.
  • Developed detailed financial models for valuation analysis including discounted cash flow (DCF), comparable company analysis (CCA), precedent transaction analysis (PTA).
  • Prepared pitch books and other marketing materials for client presentations.
  • Coordinated due diligence process by working closely with clients' legal counsel.

Education

Bachelor of Arts - Economics

University College Cork
Ireland
2000

Masters of Business - Finance

University College Cork / Trinity
Cork
05.2001

Timeline

Chief Investment Officer

Althias
06.2016 - Current

Managing Director

Lloyds Banking Group
02.2014 - 05.2016

Founder

Logajob
01.2010 - 01.2014

Managing Director

GE Capital - Capital Markets
06.2006 - 06.2009

Director

GE Capital - Capital Markets
05.2005 - 06.2006

Senior Investment Analyst

GE Capital - Capital Markets
06.2003 - 05.2005

Investment Analyst

GE Capital - Capital Markets
05.2001 - 06.2003

Associate

Flextronics
05.2000 - 05.2001

Bachelor of Arts - Economics

University College Cork

Masters of Business - Finance

University College Cork / Trinity

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Robert H Owens