The Octavian Team
Alessandro Foletti
2017 - Octavian, Board Member, Partner, Research Sales
2013 - 2017 Bank am Bellevue, Head Research, Senior Industrials Analyst
2010 - 2013 Self Employed Strategy and M&A Consultant
2007 - 2009 Bühler Group, Head Corporate Development, Assistant to CEO
2002 - 2007 Lombard Odier DH, Senior Industrials Analyst
2000 - 2002 UBS Warburg, Industrials Analyst
1995 - 1999 PiniSwiss Engineers, PM and Head Quality Management
Anne-Chantal Risold
2017 - Octavian, Senior Research Analyst Financials
2002 - 2015 Zurich Life Insurance, Head of International Group Risk Solutions (IGRS) actuarial
1996 - 2002 ETHZ, Scientific collaborator / assistant
Daniel Potashnick
2017 - Octavian, Partner, Research Sales HF & Nordics
2016 - 2017 Bank am Bellevue, Equity Sales HF/Nordics
2009 - 2016 JB Capital Markets, Equity Sales HF/Nordics
2007 - 2009 Execution Ltd, Equity Sales HF/Nordics
2000 - 2007 Dresdner Kleinwort, Equity Sales / Salestrading HF/Nordics
Frederick Hasslauer
2023 - Octavian, Senior Research Sales UK, USA, Canada
2020 - 2022 Kieger, Head of Sales & Marketing Europe, Funds / Portfolio Mandates / PE
2004 - 2020 Bank Vontobel, Executive Director Institutional Sales North America / UK
2001 - 2004 Credit Agricole Indosuez Cheuvreux, Senior Equity Research Sales
1993 - 2001 Bank Sal. Oppenheim, Institutional Sales / Analyst
1987 - 1993 Schweizerische Volksbank, Analyst and Junior Fund Manager for Asia / Europe
Laura Bucher
2021 - Octavian, Research Analyst
2015 - 2017 Lygia Mattos, Business Officer
2013 - 2014 Ibmex, Internship, Project Manager, Junior Consultant
Contact
Laura Pfeifer-Rossi
2017 - Octavian, Partner, Research Sales
2015 - 2017 Bank am Bellevue, Senior Healthcare Research Analyst, Deputy Head Research
2014 Vifor Pharma, Business Development
2011 - 2014 Sophora Advisors, Consultant Healthcare
2000 - 2009 Bellevue Asset Management, Member of BoD BB Medtech,
Buyside Analyst & PM, Head of Mgmt Team BB Medtech
Lothar Lubinetzki
2018 - Octavian, Senior Research Analyst Industrials
2001 - 2016 MainFirst Group, Senior Equity Analyst
2000 - 2001 Metzler, Senior Equity Analyst
1994 - 2000 Enskilda Securities, Senior Equity Analyst
1991 - 1994 HSBC Trinkaus & Burkhardt, Research Analyst
Marius Zuberbuehler
2017 - Octavian, Vice Chairman, Partner, Corporate Finance
2013 - 2017 Bank am Bellevue, Managing Director Corporate Finance
2007 - 2012 Deutsche Bank (London, Zurich), Corporate Finance, Head ECM Switzerland
2001 - 2007 Merrill Lynch (London), VP Corporate Finance
1997 - 2001 Roland Berger Strategy Consultants, Senior Consultant
1991 - 1993 UBS, Analyst Corporate Banking
Martin Schuler
2017 - Octavian, Partner Research Sales CH & Sales Trading
2009 - 2017 Bank am Bellevue, Head of Trading & Salestrading
2007 - 2009 Morgan Stanley (Zurich), Salestrading Equities & Equity-linked
2006 - 2007 Bank Leu, Treasurer (FX, Metals, MM)
1999 - 2006 Merrill Lynch CM (Zurich), Head Global Salestrading
1997 - 1999 Crédit Lyonnais Securities, Pan Euro Equity Sales
1986 - 1997 Credit Suisse, Global Option Book, FX, MM & Liquidity steering
Michael Nawrath
2021 - Octavian, Senior Advisor Healthcare Research
2007 – 2021 ZKB, Senior Sell-side Analyst Pharma / Biotech
2000 – 2006 CSAM, Fundmanager Global Biotech
1994 – 2000 University of Zurich, Postdoc Medical Virology
1990 – 1994 Freie University of Berlin, Physician (Minimal invasive Surgeon in Orthopedics)
Nejc Lavric
2022 - Octavian, Research Analyst
2021 – 2022 Ernst and Young, Financial Services - Risk (Working Student)
2018 – 2020 Education First / Hult IBS, Recruiter and Business Developer
2016 Novartis / Lek Pharmaceuticals, Buiness Planning (Intern)
2015 Ilirika Brokerage, Brokerage Clerk (Intern)
René Saner
2017 - Octavian, Partner, Research Sales UK/US/LatAm
2006 - 2017 Bank am Bellevue, Head Equity Sales
2000 - 2006 Bank am Bellevue (Swissfirst Bank), WM & UHNWI Advisory
1996 - 2000 LGT Bank (STG AM), PM European Equities
1990 - 1996 Credit Suisse (Bank Leu), Trader Equity and Derivatives
1987 - 1990 Credit Suisse (Bank Leu), Bank apprenticeship
Sandra Dietschy, PhD
2022 – Octavian, Associate Partner, Senior Research Analyst Healthcare
2020 – 2022 Accenture, Senior Principal Life Sciences
2015 – 2019 Molecular Partners, Associate Director Business & Pipeline Strategy
2008 – 2015 Bank am Bellevue, Equity Research Analyst Healthcare
2004 – 2007 University of Zurich, PhD in Neuroscience
Serge Monnerat
2017 - Octavian, Chairman, Partner, Research Sales
2010 - 2017 Bank am Bellevue, CEO
2001 - 2010 Bank am Bellevue, Head Research
1992 - 2000 BZ Bank, Research/Equity Sales
Stephen Leventhal
2017 - Octavian, Senior Advisor Healthcare
1998 - 2017 Bank am Bellevue, Senior Research Analyst & Specialist Sales Healthcare
1996 - 1997 Novartis, Global Head Strategic Planning
1982 - 1996 Ciba Geigy, Pharmaceuticals Head Marketing
1979 - 1981 Univ. of Pennsylvania, School of Medicine, Assistant Professor
Verena Münch
2020 - Octavian, Senior Research Sales CH & Germany
2006 - 2020 Bank Vontobel, Swiss Equities Specialist Sales, ED
2005 - 2006 LODH, Swiss Equities Specialist Sales, VP
2001 - 2006 Deutsche Bank, Swiss Equities Specialist Sales, Associate
2000 MEAG Securities Management, Risk Management (Intern)
1997 Framatome, Finance (Intern)
1996 HypoVereinsbank, Strategic Investment Mgmt. (Intern)