Kashish Tandon CFA

• Proprietary Trader for a multi-million Equity and Fixed Income portfolio across the Developed and Emerging markets. Consistently outperformed the ACWI Index and Barclays Global Aggregate Bond Index.
• Fund Manager for the about to be launched flagship AIC Global Fund.
• Constructed and implemented a US$ 20 million DM Equities strategy for an institutional client.
• Constructed and implemented a multi-asset US$ 10 million strategy for an individual client.
• Constructed and implemented a multi-asset GBP 15 million Portfolio for an individual client.
• Constructed and implemented a US$ 30 million leveraged USD Bond Portfolio for an institutional client.
• Constructed and implemented a US$ 20 million non-leveraged Bond Portfolio for an individual client.
• Investment Specialist for the bespoke Multi-Million US$ Family Trust. Providing asset allocation and investment advice in Global markets, as per Trust’s risk profile/strategic benchmarks.
• Member of the Asset management & Investment Committee.
• Develop and maintain banking/ asset management partner relationships with global and regional financial institutions/banks.

• Proprietary trader for a multi-million Fixed Income and Equity portfolio across the developed and emerging markets. Cash + return of 5%.
• Constructed a US$ 50 million Sukuk Portfolio for an institutional client.
• Constructed and ran a US$ 20 million USD Emerging Market Bond Portfolio for an institutional client.
• Investment Specialist, providing asset allocation and investment advice in global stock markets, bond markets and other asset classes including alternative investments.
• Acquired a US$ 20 million + Private Real Estate property in US for an individual client. Arranged mortgage and established tax efficient Private Holding Structure via onshore and offshore structures.
• Acquired a US$ 15 million + Private Villa in US for an individual client. Arranged mortgage and established tax efficient Private Holding Structure via onshore and offshore structures.
• Acquired a GBP 5 million + Real Estate Property in US for an individual client. Arranged mortgage and established tax efficient Private Holding Structure via onshore and offshore structures.

Analyst, India Power Utilities & Coal
 Write investment research and issue research recommendations for institutional clients (Mutual Funds, Pension Funds and Insurance Companies, FIIs)
 Providing opinions on the industry and specific companies within that industry, including investment recommendations and earnings estimates.
 Perform company valuation using discounted cash flow, RI, accretion/dilution, sum-of-the-parts and comparable company analysis.

Senior Investment Analyst, Petrochemicals & Utilities, MENA Asset Management Group
 Lead Investment Analyst for the Petrochemicals, Utilities & Real Estate sectors across MENA region.
 Study the macro-economics and sectors to form opinions on the sector and specific companies within the sectors.
 Perform company/financial valuation using DCF, accretion/dilution, SOTP and comparable company analysis, including earnings estimates.
 Make investment decisions as per the fund guidelines and create alpha for the managed funds.
 Key companies under coverage - Tasnee (NIC), Industries Qatar, Yansab, Sipchem, Saudi Kayan, Advance Petrochem, Gulf International Services (GISS), SABIC (Saudi Basic Industries), Qatar Electricity etc.

Managed Funds include:
 $500 million Off-shore Fund: Co-fund manager of GIH’s Off-shore Fund, with an investment mandate of investing across the GCC region including companies in energy and petrochemical sectors.
 $250 million 10 Large Cap Fund: Co-fund manager of GIH’s Kuwait focused 10 Large Cap Fund, investing in large cap companies.
 $250 million Kuwaiti Fund: Co-fund manager of GIH’s Kuwaiti Funds, investing in companies listed on the Kuwait Stock Exchange.
 $150 million Large Cap Fund: Co-fund manager of GIH’s GCC focused Large Cap Fund, investing in large cap companies.
 $50 million EPADI (Energy & Petrochemicals) Fund: Co-fund manager of GIH’s EPADI Fund, with an investment mandate of investing in energy and petrochemicals companies across the GCC markets. Fund ranked no. 1 YTD (total return) across all its peers.
 $20 million Bait El Mali Fund: Co-fund manager of GIH’s Qatar focused Bait EL Mali Fund, investing in Qatar listed companies.
 $10 million GCC Islamic Fund: Co-fund manager of GIH’s GCC focused Islamic Fund, investing in Shariah compliant companies.

 Private Equity & Venture capital studies involving industry analysis, company analysis, analysis of various exit options, valuation, and testing management guidance.
 Research & Due diligence. Worked on Power, Real Estate & Infrastructure sector. Did SOTP valuation for Power companies and NAV valuation exercise for renowned real estate JV Company.
Achievements:
 Selected for 6 months deputation in Private Equity Advisory Office, Delhi.

 Private Equity & Venture capital studies involving industry analysis, company analysis, analysis of various exit options, valuation, and testing management guidance.
 Research & Due diligence. Worked on Power, Real Estate & Infrastructure sector. Did SOTP valuation for Power companies and NAV valuation exercise for renowned real estate JV Company.

 Responsible for managing HNI clients of the branch cluster and assisting them in their investment decision making.
 Develop the bank's long-term strategic partnerships with HNI clients.
 Ensure that the appropriate suite of investment products and solutions from across the HDFC group are offered to the client.
Achievements:
 Appointed Cluster Head for training & development of Investment Consultants in the cluster for third party products.