Your investment advisor
for private market
credit financing

Function

Member of the Advisory Committee / Chairman of the Board of Directors

Education

lic. oec. HSG

Professional Experience

• In his current role at IFS AG, Mario Almer is responsible for advising and supporting institutional investors as well as the conceptional development of investment themes.
• Prior to that and for about eight years, Mario was Head Investment Consulting/Controlling & Client Relations, Member of the Management Board and investment consultant with Complementa where he covered pension funds, foundations and family offices in Switzerland and neighboring countries. Mario also previously acted as manager and project manager with Credit Suisse and various consulting firms.
• Mario has been active for more than 15 years in the finance industry.

Function

Member of the Advisory Committee / Member of the Board of Directors

Education

Eidg. Dipl. Finanzanalytiker & Vermögensverwalter / CEFA

Professional Experience

• Daniel Franc has a thorough understanding of financial markets, portfolio management, trading and structured products. He has been active in the finance industry for more than 20 years, with positions such as Managing Partner, Head of Trading, Deputy Head of Structured Products as well as Senior Global Macro Portfolio Manager amongst others.
• He was also a trader and portfolio manager for different investment mandates with a focus on equity, commodities, warrants and derivatives, all on a long-only or arbitrage basis.
• Daniel was employed with investment boutiques (RMF and Horizon 21) as well as banks (Credit Suisse First Boston, Nomura and Clariden Leu) in Switzerland and London. At the beginning of 2014, he joined Vicenda Asset Management as a Managing Partner and is currently a member of the Management Board with a specific responsibility for Asset Management of Private Debt and Secured Lending.

Function

Member of the Investment Commitee

Education

AZEK/CIIA & MAS PK Management

Professional Experience

• Heinz Zimmermann joined IFS AG in 2004, and held a number of different positions during this time. In 2011, he was appointed to CIO, COO and Deputy CEO.
• Prior to that, he lead the Portfolio Management unit, a function that he also held in previous private banks.
• Heinz started his career with one of the larger Cantonal Banks, for which he covered domestic and international corporate credits as well a loan syndication.
• He has been active for more than 25 years in the finance industry.

Function

Member of the Investment Commitee

Education

HF Banking & Finance, CFA Level II candidate

Professional Experience

• Simon Tschupp is a Portfolio Manager with IFS AG and shares co-responsibility for investment strategies and the management of discretionary mandates.
• Simon started his career with Rahn & Bodmer Bankquiers and then joined the Wealth Management unit of Reichmuth & Co Privatbankiers. In his prior role, Simon was with Lienhardt & Partner Privatbank.
• Simon has been active in the field of Portfolio Management for several years. Simon completed his studies at HFBF in Banking & Finance and is a CFA Level II candidate.

Function

Member of the Investment Commitee

Education

lic.oec.HSG, CFA

Professional Experience

• Patrik Jäger is in charge of the Asset Management unit at IFS AG. In his prior role, he was a fund manager and financial analyst with BZ Bank.
• Patrik started his career in Equity Capital Markets with WestLB. Patrik studied economics at University St.Gallen and also holds a CFA Chartered Financial Analyst degree.

Function

Investment Manager Real Estate Debt

Education

Dipl. Immobilientreuhänder / Dipl. Betriebswirtschafter HF

Professional Experience

Mischa Kocsis, Investment Manager Real Estate Debt, is responsible for the individual financing of real estate projects.

Previously, he was at Empira Group responsible for the Real Estate Debt for the German-speaking region for various investment funds. He is well experienced in equity and debt financing of various real estate classes from land banking to project development.

Mischa Kocsis is a certified real estate trustee with 15 years of experience in the financial industry where he worked for large banks in Switzerland and independent financial advisory firms.

Function

Investment Manager Real Estate Debt

Education

Bachelor degree in Banking & Finance

Professional Experience

Nina Grahovac is a manager in IFS's Real Estate team, responsible for the financing of investment properties and has extensive expertise in real estate finance and property valuation

Function

Investment Manager Private Debt

Education

M.A. Universität St. Gallen (HSG)

Professional Experience

Sven's main responsibilities include the analysis, structuring and negotiation of Private Debt and Special Opportunities transactions across the capital structure. Prior to joining Vicenda, Sven was part of the European leveraged finance business at Credit Suisse, focusing on leveraged buyouts, M&A led finance and growth financings. He gained further experience in M&A and advisory from UniCredit. Sven holds a Bachelors degree in Business Administration and a Masters degree in Finance from the University of St. Gallen (HSG).

FUNCTION

Origination & Structuring

EDUCATION

Bachelor and Master in Banking and Finance at the University of St. Gallen

PROFESSIONAL EXPERIENCE

Roman Zulauf is part of the Origination team at Vicenda. His responsibilities include deal sourcing, structuring and placement of non-listed credit investment opportunities.

Prior to joining Vicenda, he worked as a global macro portfolio manager at Magma Capital and as an analyst in physical commodity trading at Trafigura Beheer BV. He gained further experience in asset management and trading at Morgan Stanley, Wiliam Blair and Merrill Lynch.

Function

External Investment Adivsor

Education

Business Economist

Professional Experience

Herbert Michel has been Managing Director of MIAG Mutschler Immobilien AG, Zurich, since 1999, specializing in real estate development in the residential, office and retail sectors as well as structuring and closing equity and debt financing transactions in Switzerland and the USA. At the same time, he is Chairman and Member of the Board of Directors of the subsidiary Premium Property, USA Inc, Wyoming.

Previously, he worked for many years as a director and deputy managing director of the US real estate department for the listed Intershop Holding AG Zurich. 

Prior to that, he spent ten years in the U.S. in management positions at Bank of America in the areas of investment banking and private equity, as well as on the board of directors of NYSE-listed investment funds. 

Herbert Michel has many years of experience in setting up and managing real estate companies in Switzerland and the United States.

In addition, he advises various board memberships and advisory mandates in Switzerland and abroad.

Function

Business Development

Education

M.A. Quanitative Economics and Finance University St. Gallen

Professional Experience

Philipp’s main responsibilities include distribution and marketing of Daneo’s fund products to professional and institutional investors. Prior, Philipp held various positions in the private debt and fixed income space. Most recently, has was head of distribution within the private markets division of a Liechtenstein-based bank. Prior to that, he was co-founder and managing partner at a SME lending platform in Switzerland. Before that, he held different positions within fixed income derivatives at UBS Investment Bank. Philipp holds a B.A. in Economics and a M.A. in Quantitative Economics and Finance from University of St. Gallen (HSG).