Profile
Mr. Bernard Joei is Chief Executive Officer at Zurich Alternative Asset Management LLC.
Prior to joining Zurich in 2010, Mr. Joei was Chief Investment Officer at Horizon21 Wealth Management, Chief Investment Officer at Horizon21 Alternative Investments, and Chief Investment Officer at Horizon21 Private Equity.
Mr. Joei joined Horizon21 in September 2008.
He has extensive experience in investment banking and investment management.
He began his career in 1979 at Kidder, Peabody & Co. in New York, United States, first in convertible securities and later in equity derivatives, where he was elected Principal and Senior Vice President.
In 1988 he joined Swiss Bank Corporation Investment Banking (now UBS) in New York, United States, as Managing Director and Member of the Management Committee, co-heading US equity research, sales and trading.
In 1992, he founded Cathay Financial, an independent research firm and institutional broker-dealer to the hedge fund community, focusing on special situations including spin-offs, restructuring and merger arbitrage.
Eight years later, he became founder and Managing Director of Benten Capital, an event-driven single hedge fund based in New York, United States.
Mr. Joei holds both a BA and an MBA from the University of Southern California, Los Angeles, United States.
He is Vice Chairman of the Committee of 100, a national, nonpartisan organization dedicated to encouraging stronger relations between the US and Greater China.
Mr. Joei was previously employed as Chief Investment Officer by Horizon21 and President by Cathay Financial Corp.
Former positions of Bernard Joei
| Companies | Position | End |
|---|---|---|
| ZURICH INSURANCE GROUP LTD | Corporate Officer/Principal | 2012-03-01 |
Horizon21 Private Equity AG
Horizon21 Private Equity AG Investment ManagersFinance Acts as an alternative investment manager | Chief Investment Officer | 2010-09-29 |
Swiss Bank Corp. Investment Banking, Inc. | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Corporate Officer/Principal | - |
Zurich Alternative Asset Management LLC
Zurich Alternative Asset Management LLC Investment ManagersFinance ZAAM seeks to achieve superior risk-adjusted investment returns relative to liabilities. The firm invests solely on behalf of Zurich affiliates worldwide, providing asset allocation, investment selection and investment management across hedge funds, private equity and US real estate. Investment opportunities in each asset class are identified and researched by a team of 30 investment professionals according to a well-defined, disciplined investment process and within the investment guidelines and local requirements of the Zurich affiliates for whom they manage investments. | President | - |
Training of Bernard Joei
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 7 |
|---|---|
Zurich Insurance Group AG
Zurich Insurance Group AG Multi-Line InsuranceFinance Provides general insurance and life insurance products and services | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cathay Financial Corp.
Cathay Financial Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Zurich Alternative Asset Management LLC
Zurich Alternative Asset Management LLC Investment ManagersFinance ZAAM seeks to achieve superior risk-adjusted investment returns relative to liabilities. The firm invests solely on behalf of Zurich affiliates worldwide, providing asset allocation, investment selection and investment management across hedge funds, private equity and US real estate. Investment opportunities in each asset class are identified and researched by a team of 30 investment professionals according to a well-defined, disciplined investment process and within the investment guidelines and local requirements of the Zurich affiliates for whom they manage investments. | Finance |
Swiss Bank Corp. Investment Banking, Inc. | Finance |
Horizon21 Private Equity AG
Horizon21 Private Equity AG Investment ManagersFinance Acts as an alternative investment manager | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Finance |
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