Patrick Peris

Scope of Service Experience

Over 20 years of experience in investment banking & asset management. International mindset developed within several global firms & extensive coverage of foreign investors (SWFs/banks/insurers). Various life experiences in London, Milan, Madrid & Dubai. Multi-assets knowledge built on the basis of a proven financial analyst (Equity, Debt, Commodities, Real Estate & Infrastructures) & trading-floor management background. 

Background & Experience

Work experience

Paris Capital / June 2013 to today

Hermès Global Partners FZ LLC / Sept. 2013 to today

Real Estate Investment & Investment Advisory

MD, Owner & Senior Partner

•Tailor-made investment vehicles for private investors (UNWHI, family offices, private wealth managers) to acquire residential & commercial real estate assets in Europe (transactions, financing and refinancing).

•Investment advisory for cross-over opportunities (through listed and unlisted funds or direct).

Mediobanca / Oct. 2011 to April 2013

Capital Markets & Investment Banking

MD, Senior Relationship Manager

•Equity Capital Markets developments (Europe & Middle East): primary & secondary markets (SWFs, private equity & pensions funds)

•Distressed property debt / underperforming loans acquisitions: advisory for US based hedge funds.

Edmond Rothschild Asset Mgt. / May 2010 to March 2011

Asset Management

MD, Head of Business Development / Executive Committee

•Built key Institutional relationships for investment capabilities across the full product range.

•Personal focus in developing our Asian footprint : recruitments, funds registration, reinforcing our partnerships, deepening our relation with MPF advisors in Hong Kong (retirement system plan).

Bank of America Merrill Lynch / Feb. 2006 to Sept. 2010

Capital Markets / MD, Head of Equity FraBeLux - Deputy CEO

•Active role in coordinating joint efforts within our capital markets structure: investment banking, fixed income & equity. Liaison with the Central Bank on the Banking License regulation matters.

•Head of Equity for French speaking institutional.

Morgan Stanley / Feb. 2002 to Feb. 2006

Capital Markets / Director, Head of Equity Sales

•Extensive knowledge of equity markets both primary and secondary (marketed numerous IPOs and other equity capital market products).

•Attended meetings with Government economic agencies and top-level management of listed companies in US, Europe & Asia.

Exane / Nov. 1999 to Feb. 2002

Capital Markets / Equity Sales

•Participated actively to the transformation from a domestic broker to pan-European player. Developed and promoted our European stocks coverage.

HSBC (ex CCF) / Nov. 1999 to Feb. 2002

Capital Markets / Commodities Research Analyst

•Transversal commodities expertise (Oil & Gas, Metals & Mining) : produced research reports & marketed investment ideas.

•􏰀Pechiney (1995), Usinor Sacilor (1997) public offerings.

•􏰀Industry surveys recognition: best junior analyst, best metals & mining analyst (AGEFI) and also ranked EXTEL survey.

Education

Educational Background

Professional Certification

Royal Institution of Chartered Surveyors / Pending

Financing & Real Estate Investments

Chartered Financial Analyst Association / 1996

EFFAS/ACIIA Certified International Investment Analyst

Educational Certification

Master of Business Administration / 1994

DESS 224 - Corporate & Administration management (Dauphine University, Paris)

Institute of Political Sciences / 1993

Economy & Finance (Toulouse)

ESICAD Business School / 1991

Strategic Clients

Healthcare real estate, student housing, co-living residences and Hotels