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Oliver is CEO and Managing Partner of Stone Mountain Capital, a London, Zurich, Tallinn and Dubai based alternative investment advisor, providing alternative investment research, structuring and placement solutions to hedge funds, private assets and corporate finance, and of Stone Mountain Capital Partners, providing European direct lending to the lower middle market and of Stone Mountain Capital Ventures in venture capital (VC) early stage technologies. He is Senior Advisor to Rapid Ratings International, an alternative rating, research and analytics firm. Oliver has over 20 years of experience. Prior, Oliver was a Partner and Member of the Executive Committee of Prytania Investment Advisors, a credit asset manager in London. As Head of Origination & Client Management he marketed the credit fund range to institutional investors globally and developed investment and risk advisory for legacy asset holders in bad banks, governmental agencies, central banks and insurers. Prior to which he was Head of Global Business Solutions at Moody's Analytics in London. Here he developed client solutions around risk analytics and advisory services in the area of valuation and risk assessment of structured finance and derivatives, credit portfolio management, liquidity risk and Solvency II. He initially covered Moody's KMV's global accounts in banking, insurance and asset management in relation to credit portfolio and risk management solutions. Prior, he was responsible for business development of strategic solutions encompassing Basel II credit risk, structured products, ALM, and IAS39 in Reuters Trade & Risk Management in Zurich. Prior, he did marketing research for a global corporate in Switzerland and co-founded two service businesses in Germany and London. Oliver is a regular speaker at international finance conferences and seminars and publishes articles around the topics alternative investments, credit, modelling, regulation and quantitative risk management. Oliver is a certified Financial Risk Manager (FRM) of GARP. He holds a BBA from the University of Augsburg in Germany and an MBA and Licentiate in finance and computer science with honours magna cum laude from the University of Zurich in Switzerland, where he did his PhD studies (ABD) in quantitative finance.
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CAREER HISTORY
2012 – Present Stone Mountain Capital CEO, Managing Partner Stone Mountain Capital Partners CEO, Managing Partner Stone Mountain Capital Ventures CEO, Managing Partner Stone Mountain Capital Advisers CEO, Managing Partner Cepheus Capital Partners Managing Director Rapid Ratings International Senior Advisor 2010-2012 Prytania Investment Advisors Partner Member of Executive Committee Head Origination and Client Management Origination and fund raising for credit opportunity, high grade and primary mezzanine funds. Investment and risk advisory for legacy asset holders in bad banks, governmental agencies, central banks and insurers. 2006-2010 Moody's Corporation Moody's Analytics Director Head Global Business Solutions Valuation, risk assessment and stress testing advisory for structured finance / structured products / derivatives, credit portfolio management, Solvency 2 guideline and asset & liability management with focus on liquidity risk and FSA liquidity regulation PS 09/16 for global banking, insurance, asset management, corporate and regulator / central bank client base. Director Global Account Management Global tier 1 client base in banking, insurance and asset management and structured finance valuation, risk assessment and stress testing advisory. Moody's KMV Manager Major Account Management Globally operating Swiss and German banking and insurance client base plus investment banking / sell-side in EMEA around quantitative credit risk, portfolio and economic capital analytics and advisory. 2001-2006 Reuters Business Development Manager EMEA Reuters Trade & Risk Management Solutions Strategic solution sales in EMEA: specification, development, business planning and distribution of modules for asset and liability management (interest & liquidity risk), credit risk under Basel 2, IAS39, structured products and F2B. Senior Business Consultant Reuters Consulting Delivery of business consulting and project management services in EMEA. Specialties: portfolio management & client reporting, independent asset manager trading platform, performance measurement & attribution, trade and limit management, market and credit VaR, operational and integrated risk management. 1999-2000 Bosch Marketing Research 1996-1999 F&H Intertrade Corporation Ltd. Director 1995-1996 Habeas Corpus Act Director EDUCATION Global Association of Risk Professionals (GARP) Financial Risk Manager (FRM) Certification University of Zurich PhD studies (all but dissertation) in Quantitative Finance Activities and Societies: Alumni Uni Zürich UZH University of Zurich MBA, Lic.oec.publ. in Finance, Computer Science with honors Magna Cum Laude University of Augsburg BBA, Bac.oec. in Business Administration Activities and Societies: Börsenforum Augsburg e.V., Alumni Network Uni Augsburg |
CONFERENCES
"IMN Investors' Conference on European CLOs & Leveraged Loans", Virtual, “The Strength of Direct Lending: A Firm Feature Of The European Middle Market", 29th April 2021 "IMN Global ABS 2020 Conference", Virtual, "SME Funding", Video Recording (requires registration), September 15th 2020 "IMN Investors' Conference on European CLOs & Leveraged Loans", London, "Europe’s Mid-Market Opportunities", March 31st 2020 "Opal European CLO Summit 2019", London, Panel "Middle Market", October 15th 2019 "IMN Global ABS 2019 Conference", Barcelona, "Non-Bank Issuers: How Sustainable and Competitive is Their Lending Model?", Video Recording (requires registration), June 12th 2019 "SuperInvestor Private Debt Summit", Amsterdam, Panel "Manager selection: how to stand out from the private debt crowd", November 13-16th 2018 "Opal European CLO Summit 2018", London, Panel "Late cycle lower middle market / SME funding via direct lending funds and CLOs", October 9th 2018 "IMN Global ABS 2018 Conference", Barcelona, "Is the Spring of ABS for SMEs Coming, or Are We in For an Extended Winter?", June 5th-7th 2018 "Alternative Investment Management (AIM) Summit", Abu Dhabi, Panel "Private Debt in Europe", May 2nd-3rd May 2018 "SuperReturn Private Credit Europe", London, Panel "Remaining disciplined in a competitive environment", April 24-25th 2018 "IMN Investors' Conference on European CLOs & Leveraged Loans", London, "Are CLO Managers Effectively Competing in the Direct Lending Space?", April 11th 2018 "Creditflux Direct Lending Summit", London, Panel "When Private Debt Becomes Private Capital", February 7th 2018 "SuperInvestor Private Debt Summit", Amsterdam, Panel "Strategy Review: The Opportunity Set", November 14-17th 2017 "Alternative Investment Management (AIM) Summit", Dubai, Panel "Private Debt", November 8th-9th 2017 "Opal European CLO Summit 2017", London, Panel "Private Debt and Direct Lending", November 2nd 2017 European Direct Lending Summit", London, Panel "Allocating to Direct Lending Funds: Return Expectations & Managing Risk", October 11th 2017 "Euromoney Institutional and Alternative Lending Conference", New York, "Diversifying the LP Base: Fundraising Trends for Private Debt Funds", June 27th-28th 2017 "IMN Global ABS 2017 Conference", Barcelona, "SME Finance and the Role of Fund Managers", June 6th-8th 2017 "IMN Investors' Conference on European CLOs & Leveraged Loans", London, "SME Lending and the Role of CLOs", April 5th 2017 "Alternative Investment Management (AIM) Summit", Abu Dhabi, Panels "Proving the Case: Can You Time Hedge Funds, and Should You?" "Smart Beta, Strategic Asset Allocation with Systematic Alternative Strategies"and "Private Debt", March 29th-30th 2017 "Euromoney The 4th Annual Institutional & Alternative Lending Conference", London, "What are the Returns Expectations of Investors in this Current Climate?", December 7th-8th 2016 "Opal European CLO Summit", Monte Carlo, Monaco, "Securitisation and Marketplace Lending (P2P)", October 17th-18th 2016 "IMN Global ABS 2016 Conference", Barcelona, "Trends in Non-Bank Lending: Fund Financing and the Middle Market", June 14th-16th 2016 "IMN Global ABS 2013 Conference", Brussels, "Advisory Board", June 18th-20th 2013 "IMN Global ABS 2012 Conference", Brussels, "Investors Committee", June 12th-14th 2012 “TSI Congress 2011”, Berlin, Workshop "Performance Analysis for ABS and Loan-level Data – Requirements for Originators and Issuers", September 29th, 2011 "IMN Global ABS 2011 Conference", Brussels, Panel "Solvency 2", June 14th 2011 "The Structured Credit Investor: Pricing, Trading & Risk Management Seminar", London, Panel "Identifying and managing risk in structured credit and ABS portfolios – the key practices and strategies", November 24th, 2010 "Moody's Analytics Liquidity Risk and FSA Reporting Webinar Series", "Best Practices for Liquidity Regulatory Reporting According to FSA PS09/16", January 19th, 2010 "British Bankers Association Liquidity Systems and Control Seminar", "Liquidity Fund Transfer Pricing in a Changing Environment", December 3rd, 2009 "Moody's Analytics Liquidity Risk and FSA Reporting Webinar Series", "Approach to Loan Origination and Liquidity Funds Transfer Pricing", November 12th, 2009 |
"Credit Practitioner Conference 2009", London, "Securitization: Valuation and Risk Assessment", November 3rd, 2009
“TSI Congress 2009”, Berlin, Panel “System Support from Transparency, Risk Management and Analysis of Securitization Transaction Pursuant to Capital Requirements Directive”, October 1st, 2009 “Liquidity as Strategic Tool Forum”, London, Workshop “Liquidity Stress Testing by Macro Economic Scenarios, Market and Credit Risk Shocks and Behavioral Assumptions”, September 17th, 2009 “Moody’s Analytics Risk Management Services CRO Breakfast Series”, London, Roundtable Moderation “Stress Testing in the Absence of Liquidity – An Example based on Structured Finance”, September 15th, 2009 "Independent Asset Manager Conference", Zurich, "Higher Return and Lower Costs in the Asset Management Process due to Credit Risk Models", Moody's KMV, October 10th, 2006 “Enterprise-Wide Risk Management Forum”, Messeturm Frankfurt, “Consolidation of Trading and Banking Book”, September 29th 2005 “Total Bank Management in BIS2, ALM and IAS39 Perspectives - Conference”, AuPremier Zurich, Speech and Round Table “Consolidation of Trading and Banking Book to Manage Enterprise-Wide Liquidity and Interest Risk”, May 27th 2005 “Regional Banks Symposium”, Graz, Expert Seminar “Daily Interest and Liquidity Management in the Banking Book”, May 11-13th 2005 “Brightspot Turkey”, Istanbul, Panel and Speech “Basle II - Challenges for Credit, Interest and Liquidity Risk Management”, May 6th 2005 “Credit Risk Management in Basel II, ALM and IAS39”, Regulatory Banking Conference Sofia, “ALM with Interest Rate and Liquidity Risk Management”, March 17-18th March 2005 “Bank Management in the Area of Basel II, ALM and IAS39”, Banking Conference Bucharest, Workshop “ALM with Interest Rate and Liquidity Risk Management”, March 15-16th March 2005 “Basel II Credit and Operational Risk – Conference”, Institute for International Research (IIR) Amsterdam, Speech “An Approach to Operational Risk Management”, February 3rd 2004 “Credit and Operational Risks in Basel II – Conference”, SWX Swiss Exchange Zurich, Moderation of “Operational Risk Round Table”, November 27th 2003 PUBLICATIONS "Stone Mountain Capital Research Perspective", Stone Mountain Capital, November 2013-present "Monthly Structured Finance Perspective" and "Athena Monthly Perspectives", Prytania Investment Advisors, October 2010-April 2012 PhD thesis (all but dissertation): "Internal Benchmark Models, Return and Risk Attribution for Hedge Funds with Convertible Arbitrage Strategies", Research interests: "Inter-risk correlation: market vs. credit, real estate vs. credit, macro economic indicators vs. credit", University of Zurich “Operational Risk als Träger der Corporate Governance”, co-author, Schweizer Bank, December 2005/12, pp.50-52 “Reputational Risk as the Ultimate Risk in Banking?”, co-author, University of Zurich, Working Paper, January 2005 “Acquiescent Gatekeepers and Preventive Corporate Governance Regulation”, University of Zurich, Working Paper, April 2004 “Operational Risk Management and Enterprise-Wide Risk Management Frameworks”, co-author, University of Zurich, Working Paper, January 2004 “Management and Board Compensation and Good Corporate Governance”, co-author, University of Zurich, Working Paper, November 2003 “Mehr Effizienz bringt mehr Zeit für Kunden - Entlastung für Private Banker“, co-author, Stocks No.37/38, Sep 12th-25th 2003, p.76 “Performance Measurement and Attribution - Integration of Performance Attribution Techniques into a Portfolio Management System”, University of Zurich, May 2002 “Governance in China”, University of Zurich, May 2001 BOOK REVIEW "Handbook of Risk Management - Implementing a Post Crisis Corporate Culture", Wiley, March 2010 |
