Harald Berlinicke, CFA 🍵's Linkedin Analytics

I am on a mission 🚀 to decode investment complexity into practical wisdom…whilst embracing the humorous side of things! A passionate investor for 35+ years with deep investment expertise across the full asset class spectrum, I love to share my investment journey 🧳 and build a community of likeminded fellow investors here and IRL! Multi-asset expert with background in the complicated stuff (structured credit, hedge funds & alts) and an exceptional ability to home in quickly on the key drivers of an investment. I am known to be the one in asset manager meetings who addresses the 🐘 in the room. Worked for different banks in London, New York & Berlin and as partner & lead PM at a London-based absolute return credit boutique (€8bn AuM & 30+ staff) I co-founded. Was lead PM of two public CDOs of ABS, New Bond Street CDO 1 & 2, $1 billion each, and co-manager of New Bond Street Diversified Credit Strategies, an absolute return credit HF with €50 million of investor capital and a notional of up to €600 million (max. 12x leverage, invested in corporate CDS/indices, ABS, CLOs). Conducted countless interviews of asset managers & HFs throughout my career, in many cases followed by on-site due diligence visits in the US & Europe, the majority as portfolio manager and, 2014-2023, as ratings analyst at Scope Group. In my current role as fund & manager selector (for my family office and Sarnia AM), I participate frequently in investment mgt conferences where I get to familiarise myself with many new managers. Extensive global network & high cross-cultural competence gained during working & studying in 🇬🇧 & 🇺🇸 for 12+ years. Fully qualified securities advisor & wealth manager; CF30 by UK FCA. Active volunteer & consultant for the CFA Institute. In 2023, I received the much coveted Donald L. Tuttle Award for excellence in the CFA program Level 3 grading process. Since 2013, I have participated in 17 grading sessions, acting as team captain 👨‍✈️ in recent years. 📙Avid reader & podcast listener. 🪤Patient, disciplined, intuitive & confident investor. My mottos "Better vaguely right than precisely wrong" and "Skate to where the puck is going, not where it has been" have served me well. 📈 Specialties: Fund & manager selection, multi-asset investing, wealth management, institutional investmt mgt, asset allocation, alternative investments, fixed income, structured credit, CDO management, CLOs, hedge funds, fund of funds, multi-manager funds, UK investment trusts, permanent capital vehicles, debt funds, AIF, liquid alts.