Milan Cvetković

A single family office backed private markets investment advisory firm

• Sourcing, research and selection of private markets Managers/Funds, with the special emphasis on private equity fund investments (primaries, secondaries, co-investments) in the buyout, growth and venture capital space in different geographical regions and industrial sectors
• Portfolio management of the fund investments
• Performing market research, actively looking for new investment opportunities across various private equity investment strategies
• Regular interaction with Managers and other industry participants
• Establishing and managing a more institutionalized funds selection investment process
• Leading in-depth due diligence projects, including quantitative and qualitative assessment
• Investment Committee ("IC") member
• Producing main IC decision-making documents
• Regular interaction with legal department in assessing LPAs and preparation of transaction documentation
• On-site and off-site Manager interviews, track record analysis, peer group comparison
• Monitoring and performance analysis of existing investment universe
• Creating investor communication documents (reports, quarterly newsletters, factsheets, market update, marketing presentations etc.)
• Building industry expertise through regular interaction with fund providers, advisors, placement agents and administrators
• Contributing to fundraising, marketing, and business management activities.

• Sourcing, research and selection of private debt/alternative credit managers
• Contributing to the investment decision making process, providing comprehensive research on private debt universe
• Conducting in-depth investment, strategy and risk due diligence on best in class private debt managers and factoring companies
• Producing main decision-making documents (investment committee memos), and presenting the findings to the investment committee
• Leading and participating in meetings with investment managers, evaluating investment strategy, risk management and investment process
• Writing investment proposals for investment and portfolio committees
• Contributing to filling the RFPs
• Monitoring of the existing investment universe

• Hedge funds sourcing, research and selection
• Producing in-depth investment, strategy and risk due diligence documents on various best in class hedge fund managers and presenting them at the investment committee
• Evaluating hedge funds in order to contribute to the management of the hedge funds portfolio
• Contributing to filling the RFPs
• Fund market observation and monitoring of existing investment universe
• Building industry/strategy peer groups for managers comparisons
• Conducting interviews, conference calls and meetings with managers
• Producing compelling, investment related marketing material for advisory purposes
• Independently operating the internally developed asset manager evaluation software

• Long only managers sourcing, research and selection with focus on traditional (equity and fixed income) managers
• Conducting in-depth investment and strategy due diligence on various best in class long only managers and presenting them at the investment committee
• Monitoring and performance analysis of existing investment universe
• Building industry/strategy peer groups for managers comparisons
• Conducting interviews, conference calls and meetings with managers
• Forecasting Swiss Economics Indicators

• Cross asset class public market investment research
• Bloomberg and Datastream financial time series data analysis
• Inspecting Fixed Income Universe Movers and Shakers
• Publishing daily internal investment publication 'Daily Wire'

• Monitoring and qualitative validation of banks’ credit and operational risk models for calculation of minimal capital requirements in accordance with Basel II financial regulation standards