Oliver is Managing Partner and CEO of Stone Mountain Capital, a London and Switzerland 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. 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.
Joaquin is Senior Advisor for Spain, Portugal and Emerging Markets in Stone Mountain Capital since 2013. Prior, he was Client Management Consultant Spain in Prytania Investment Advisors in London, a Member of the Advisory Board in the law firm Martinez/Echevarria/Perez/Ferrero in Spain and Senior Advisor Spain in Raiffeisen Zentralbank Österreich. He is an International Financial Sector Advisor for banking and finance. Joaquin has more than 35 years of senior management experience in financial institutions ranging from regional savings banks in Spain (Ibercaja), to national (Banco Atlántico, today Banco Sabadell Atlantico) and international Banks (Banco Hispano Americano, today BSCH), and multilateral development institutions like European Bank for Reconstruction and Development (EBRD) and OPEC Fund for International Development (OFID). During his career he has set up new banks in domestic markets in different continents, created banking joint ventures, privatized and restructured financial institutions, and arranged M&A. Joaquin is a Knight of the Order of Monastery of Yuste (Emperor Charles the First) in the Austrian province, Vienna. He holds a PhD in Industrial Engineering from the Higher Technical School of Industrial Engineering in the University of Barcelona and an MBA from IESE Business School Barcelona.
Ashvin is Senior Advisor for Research in Stone Mountain Capital since 2013. He has been involved in the analysis of the international automotive industry since 1989 and is Managing Director of Intelligence Automotive Asia, which provides research, analysis and advisory services on developments in the global automotive industry, with specific focus on Asia and Asian companies. Main areas of current research activities include the analysis of provincial and city level demand and competitive dynamics in China’s auto industry, luxury car market dynamics in China, opportunities and challenges in China’s Electric Vehicle (EV) market, India’s auto industry developments including comparisons with China, global opportunities and challenges for Japanese and Korean brands and evolution of vehicle markets in ASEAN region. Between 1992 and 2007, he advised at Global Insight (today IHS Global Insight), initially in the European auto-consulting practice and then specialized in Asia. Between 1996 and 2007, he was the Head of Asian Automotive Research and played an instrumental role in the development of Global Insight’s Asian and emerging market automotive research and analytical capabilities. He is frequently invited to make presentations at conferences and at major corporations in North America, Europe, and Asia. He has presented at Investor Forum in Las Vegas, Shanghai, Hong Kong, Tokyo, San Francisco and New Delhi and conducted meetings with investors and automotive companies across the globe. He is also widely quoted in media on global and Asian automotive issues. Ashvin's career started in the oil exploration industry with Schlumberger, where he worked for nine years, mainly in Asia. He held a number of positions, including Field Engineer, Operational Management, Country Manager and Business Development in several European and Asian countries, including assignments in Indonesia, India, Taiwan, Philippines, China, Norway and the UK. Ashvin holds a Bachelor of Science in Electronic and Electrical Engineering from Bristol University, UK and has an MBA from London Business School.
Alexander is Senior Advisor for Financial Structuring in Stone Mountain Capital since 2014 with special focus on credit products and alternative investments. He is Director for Energy Efficiency in Susi Partners in Zurich. Prior, he was head of asset-based financing at MainFirst Bank in Frankfurt and Zurich. He has more than 20 years of experience in structuring and originating structured products. Prior to MainFirst, Alex was Partner and Managing Director at Aurelius Capital Management, an asset manager focused on structured credit based in Vienna. Alex was in charge of client solutions and portfolio management with over EUR 2 billion assets under management. Between 1994 and 2006, Alexander was with Bear Stearns in New York and London and HSBC in London, working on various securitization transactions in Latin America, Europe and Japan. During his time in London, Alex was a board member at Titulización de Activos (TdA) Sociedad Gestora de Fondos de Titulización SA, a joint venture between various Spanish savings banks and Bear Stearns International. Alex holds a Master of Arts in Business Administration from the University of St Gallen, Switzerland.
Alexandros is an Analyst for Hedge Funds in Stone Mountain Capital since 2015 and focuses on quantitative alternative investment analysis and product development. He worked as a performance analyst in Elen and has published academic papers around real estate, life expectancy in insurance, the equity premium puzzle in behavioral finance, portfolio theory and the efficient frontier, a comparison of fund of hedge funds against single manager hedge funds and other alternative investment and corporate finance related topics. Alexandros holds a Bachelor of Science in Accounting and Finance from Athens University of Economics and Business and a Master of Science in Corporate Finance from ICMA Centre, Henley Business School of the University in Reading, UK.
Alliances Financial Markets
Mallowstreet is an alternative investment community connecting the pension industry with general partners and managers. Mallowstreet’s mission is to help solve the pensions and savings crisis, ensuring that everyone who has a promised pension receives it in full. We recognise that there are unnecessary barriers among different stakeholders within the industry, and so we built mallowstreet to enhance connectivity and collaboration. Mallowstreet helps community members build and strengthen relationships, access top quality education, collaborate effectively and enhance distribution. The community has over 3,000 members who control over £2 trillion of pension fund assets. Membership includes: Chief Investment Officers, Chair of Trustees, Investment Committee Members, Plan Managers, Scheme Secretaries, Member Nominated Trustees, Investment Consultants, Lawyers, Actuaries, Accountants, Specialist Advisors, Academics, Investment Bankers, Asset Managers, Hedge Fund Manager and Buy-Out Providers.
Stone Mountain Capital LTD conducts securities related activities in the U.S. pursuant to a Securities and Exchange Commission ('SEC') Rule 15a-6 Agreement with Crito Capital LLC, a U.S. SEC registered broker-dealer, and member of Financial Industry Regulatory Authority ('FINRA'), Securities Investor Protection Corporation ('SIPC') and Municipal Securities Rulemaking Board ('MRSB'). Crito Capital is a boutique placement agent. Crito Capital raises capital for its clients, provides advice on business development matters, and assists with strategic issues facing both investment advisers and business owners looking to raise funds through private placement of securities. Crito Capital is a knowledgeable and experienced advisor to alternative fund managers and a capable investment banker to companies in selected industry segments.
SkyPath Capital Partners is a private investment and advisory boutique based in Hong Kong focused on technology, technology enabled industries including fintech and healthtech, and resource sectors with significant experience in Asia Pacific.
FACT is focused exclusively on corporate finance advisory services to middle market and large corporations, whether in start-up, early development, and expansion or exit stages. As a joint stock company, established in 1999 in Cairo Egypt, FACT delivers value to its clients through corporate finance, capital raising and placements, equity disposals, mergers and acquisitions, as well as financial reengineering and restructuring solutions. FACT provides advisory services to multilateral organizations and financial institutions regarding specialized project finance and various strategy aspects locally and / or regionally in the middle east. FACT is registered by the Egyptian Financial Services Regulatory Authority (EFSA) for fair value shares valuations and is also certified by the Egyptian Capital Market Authority and Stock Exchange as Nilex Sponsor.
Alliances Alternative Investment Research
Stone Mountain Capital LTD contributes its alternative investment research to Thomson Reuters. The research is available to buy-side and corporate clients via real-time collection and investment banking, corporate, consulting, law, accounting and academic clients via aftermarket collection.
Stone Mountain Capital LTD contributes its alternative investment research to S&P Global Market Intelligence. S&P Global Market Intelligence integrates financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence.
Rapid Ratings International based in New York is the alternative rating, research and analytics firm that enables clients to most effectively assess the financial health of their global public and private counterparties, including their customers, suppliers and vendors, trading counterparties, and investments. Its solutions are fully scalable, and have been proven to both add value by generating alpha and identifying distress situations earlier than the market, offer early warning signals by leading agency rating changes by years, and its Financial Health Ratings (FHR) are typically predictive of future changes in share price, credit default swaps and bond spreads. Revenue is generated from subscribers in a “user pay” model, not from the companies rated, eliminating the conflicts of interest inherent in traditional rating agencies. Rapid Ratings International is the only firm to rate public and private companies globally on the same basis, giving its clients the ability to assess any company with the same depth of analysis. Its specialized team boasts a high rate of success in obtaining private company financial information to rate those organizations on behalf of its clients.
Stone Mountain Capital LTD contributes its alternative investment research to The Hedge Fund Journal. The Hedge Fund Journal has been unique in the hedge fund media marketplace since its launch in 2004. It publishes in-depth profiles of hedge fund managers across the full spectrum of hedge fund strategies, from systematic and quantitative to discretionary, event driven and activist. It covers both traditional and offshore hedge fund strategies and the fast growing space of ‘liquid alternatives’ such as UCITS and 40 Act funds. This helps end-investors, consultants and fund of hedge funds identify and analyse opportunities for their next allocation.
Stone Mountain Capital LTD contributes its alternative investment research to AlphaWeek. AlphaWeek is a pro-investment industry digital publication that exists to help enhance the conversations between asset managers and investors/allocators, consultants and advisors. AlphaWeek features in-depth interviews with investment fund managers to help them tell their story to the allocator community, as well as in-depth content that will help both the buy-side and the sell-side to stay on top of important developments in their industry.