Roger Beutler

About Roger Beutler

Investment leader with 20+ years of global experience driving institutional portfolios…

Experience

1. Senior Investment Officer

   Heritage Family Offices, LLP

   Sep 2020 — Present

   Senior investment executive responsible for defining capital market assumptions, asset allocation, discretionary investment strategies and manager due diligence across asset classes. Responsibilities of the position include:\\\\n- Oversee the ongoing operations of the investment program including asset allocation, manager due diligence / monitoring, performance measurement and analytics and compliance and risk management for all asset classes including equities, fixed income, real estate and alternative investments.\\\\n- Serves as portfolio manager for the firm’s discretionary investment programs.\\\\n- Leads the firm’s investment committee.\\\\n- Creates investment related content for clients and advisors such as investment commentary and economic outlooks.\\\\nAchievements include:\\\\n- Built and restructured investment manager due diligence process.\\\\n- Formed and chairs the investment committee to monitor and approve investment managers across asset classes.\\\\n- Expanded the firm’s private market investment capabilities.\\\\n- Launched the firm’s cash management offering.\\\\n- Conducted initial and ongoing investment and operational due diligence across asset classes.\\\\n- Expanded the firm’s ESG capabilities and offerings.\\\\n- Evaluated, retained and terminated vendors to support the investment team.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

• Berner Fachhochschule BFH

  Bachelor of Applied Science - BASc, Banking and Finance

  1996 — 1999

Skills

• Mezzanine
• Mutual Funds
• Financial Markets
• Risk Management
• Fund of Funds
• Absolute Return
• Investments
• Valuation
• Real Estate
• Bonds
• Corporate Finance
• Investment Strategies
• Wealth Management
• Private Equity
• Equity Research
• Financial Structuring
• Investment Management
• Banking
• Equities
• Endowment Funds
• Research
• Capital Markets
• Venture Capital
• Growth Investing
• Financial Modeling
• Portfolio Management
• Endowments
• Funding
• Financial Advisory
• Asset Allocation
• Hedge Funds
• Leadership
• Distressed Debt
• Securities
• Financial Risk
• Investor Relations
• Frontier Markets
• Due Diligence
• Trading
• Options