Bernard Joei

Bernard Joei

68 year
Finance
Consumer Services

Profile

Mr. Bernard Joei is Chief Executive Officer at Zurich Alternative Asset Management LLC.
Prior to joining Zurich in 2010, Mr. Joei was Chief Investment Officer at Horizon21 Wealth Management, Chief Investment Officer at Horizon21 Alternative Investments, and Chief Investment Officer at Horizon21 Private Equity.
Mr. Joei joined Horizon21 in September 2008.
He has extensive experience in investment banking and investment management.
He began his career in 1979 at Kidder, Peabody & Co. in New York, United States, first in convertible securities and later in equity derivatives, where he was elected Principal and Senior Vice President.
In 1988 he joined Swiss Bank Corporation Investment Banking (now UBS) in New York, United States, as Managing Director and Member of the Management Committee, co-heading US equity research, sales and trading.
In 1992, he founded Cathay Financial, an independent research firm and institutional broker-dealer to the hedge fund community, focusing on special situations including spin-offs, restructuring and merger arbitrage.
Eight years later, he became founder and Managing Director of Benten Capital, an event-driven single hedge fund based in New York, United States.
Mr. Joei holds both a BA and an MBA from the University of Southern California, Los Angeles, United States.
He is Vice Chairman of the Committee of 100, a national, nonpartisan organization dedicated to encouraging stronger relations between the US and Greater China.
Mr. Joei was previously employed as Chief Investment Officer by Horizon21 and President by Cathay Financial Corp.

Former positions of Bernard Joei

CompaniesPositionEnd
ZURICH INSURANCE GROUP LTD Corporate Officer/Principal 01/03/2012
Horizon21 Private Equity AG Chief Investment Officer 29/09/2010
Swiss Bank Corp. Investment Banking, Inc. Corporate Officer/Principal -
Corporate Officer/Principal -
President -
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Training of Bernard Joei

University of Southern California Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Bernard Joei's experience

Linked companies

Listed companies1
ZURICH INSURANCE GROUP LTD

Finance

Private companies5

Finance

Finance

Swiss Bank Corp. Investment Banking, Inc.

Finance

Horizon21 Private Equity AG

Finance

Finance

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