NIZAR LAMRANI KHALIDI

Manage USD 30M in assets under management on behalf of around ten clients, delivering an average
outperformance of +450 basis points versus benchmark.
• Build and manage cross-asset portfolios with differentiated risk profiles (Dynamic, Moderate,
Conservative) tailored to each client's objectives.
• Designed a High Watermark fee structure based exclusively on outperformance — full alignment of
interests with clients.
• Negotiate preferential pricing terms on behalf of clients and produce regular performance reporting.

• Managed a USD 1.5 billion global portfolio (equities, fixed income, diversified), outperforming the
benchmark every year over 6 consecutive years.
• Led the externalization of USD 0.8 billion of the equity portfolio weeks before the Covid-19 lockdown
— a decision that avoided an estimated additional regulatory provisioning of 27% of the externalized
value (due to differing provisioning rules between direct management and mutual funds) and
transferred liquidity risk to external managers.
• Managed daily treasury operations (money market and cash) and captured cross-asset market
opportunities.
• Delivered Investment Committee presentations including macroeconomic analysis and portfolio
review.
• Prepared regulatory filings and managed the relationship with the supervisory authority (ACAPS).
• Structured management mandates for dedicated fund creation and managed partner relationships
(banks, asset managers).

Managed a USD 2 billion global portfolio, outperforming the benchmark every year over 8
consecutive years.
• Optimized the equity and Private Equity portfolio; managed investment and reinvestment of the fixed
income portfolio.
• Oversaw the group's real estate portfolio (residential, offices, land): led residential development
projects achieving an average IRR of 23%.
• Led a strategic reallocation of the real estate portfolio, reducing its value from USD 150M to USD
100M on Investment Committee decision.
• Managed daily treasury operations (money market and cash) and captured cross-asset market
opportunities.
• Prepared regulatory filings (ACAPS) and IFRS statements, implemented IFRS 9; managed
relationships with external partners (banks, asset managers, Colliers, JLL, TGCC).