Cyrille ROUSTANG

Equities Fund Manager & Responsible for Private Equity

Since 2003 AG2R ISICA ASSET MANAGEMENT, Paris, investment company, EUR 10 billions
(5 years)

Responsible for private equity :

·Management of a portfolio of EUR 70 millions of commitments
·Investment and follow up of our main investments in various funds: Venture Capital, LBO, Growth Capital Turnaround, Mezzanine, co-investments
·Meeting with investment teams and due diligence
·Analysis of funds through a qualitative and a quantitative investment process

European equities fund manager :

·Management of AG2R equities (European equities fund, EUR 160 millions) since its creation in 2003
·Screening of european stocks under value, growth, asset play, turnaround, momentum criteria
·Fundamental and strategic analysis of different sectors : industrial goods, household goods, retail
·Research, use of detailed valuation tools applying a medium term fundamental value based strategy
·Analysis of individual company income statements, balance sheets and cash flow statements
·Meeting with management, company visits
·Preparation of reports to be discussed at the asset allocation committee
·Support for the sales team by giving presentations to recommend investment strategies in various events

Sector: Asset Management

Equities Fund Manager

1999-2002 ODDO ASSET MANAGEMENT, Paris, investment company, EUR 20 billions
(3 years)

European portfolio manager :

·Management of portfolios under mandate : european stocks and bonds (EUR 40 millions, 50 clients)
·Stock selection of european large, mid and small stocks and financial analysis
·Implementation of investment decisions in relation to the managed portfolios
·Participation in the asset allocation of the investment committee

Tax planning and wealth management :

·Global approach : identifying customer’s needs and investment objectives
·Legal and tax structuring, advising customers of the most efficient way of holding assets
·Advice on solutions which minimise capital gains taxes, wealth taxes and inheritance taxes
·Drafting tax planning reports, proposal of tailor-made life insurance policies

Commercial development :

·Sole adviser of high net worth individuals : senior management and executives
·Follow up and commercial development

Sector: Asset Management

Sector: Aeronautic - Navy - Space - Armament