FOUNDER & CEO
Khaoula Begdouri CFA, CAIA
My mission is to bring my expertise to service asset managers across the globe as we enter a different landscape of risk and opportunities.
I have been part of the investment management industry for the past 20+ years. After a start in academia, my career was launched in investment consulting then evolved in asset management, in both business development and investment strategy positions. I am proud to have delivered successful asset raising campaigns and I am fortunate to have worked with the most sophisticated institutional investors, gaining valuable understanding of both their needs and psyche.
Over the years, I have come to realize that while a strong investment proposition is unequivocally necessary to have success, it can fall short if it’s not positioned and messaged well.
My core value proposition is to help you deliver crisp and concise institutional quality investment messaging within a well-orchestrated campaign. My goal is to turn complex value investment propositions into messages that resonate and gain traction.
A bit more about me
I am a CFA and CAIA charter holder; my graduate degree focused specifically on investment and portfolio management. I have had the honor of working in firms with incredible talent and with a global reach including Aon Consulting, Barclays Global Investors (BGI), BlackRock, HSBC Asset Management and BNY Investment Management. My years at BGI along with my finance doctoral studies have equipped me with a greater grasp and appreciation of quantitative approaches. I am in a continuous quest to enhance my knowledge and obtain certifications, including ESG investing, Alternatives and AI. I favor presentations that are targeted and to the point. I value authenticity and transparency. I am grateful for audiences who are eager to engage and challenge. I admire organizations who care, organizations who strive to be innovators and who base the growth of their business on the prosperity of their investors’ assets. In the past 40+ years, I have been fortunate to live in 15 different cities across 3 different continents and have cultivated an inclusive worldwide view where the best ideas can be pollinated for the benefit of all.
