From institutional portfolio risk to cross-border allocation, private markets, and an independent research organization.
After completing my MBA, I joined SEB as a portfolio risk analyst. My work covered corporate credit, macroeconomic data, cross-currency portfolio volatility, and the capital needs of European industrial clients, alongside portfolio stability and risk analysis for family offices and institutions.
Research into automation equipment, medical technology, communications infrastructure, and long-term R&D investment deepened my understanding of the relationship between patient capital and industrial capability.
I undertook independent research and asset allocation work for European capital institutions and American industrial funds. Working across regions reinforced the need to understand the different boundaries of capital, governance, and risk.
The team began with 11 people and grew to 18, combining financial analysis, data engineering, industry research, policy risk, and private equity due diligence. Over approximately 18 months, we developed a shared framework for information quality, consistent judgment, and reviewable decisions.
I joined ICONIQ Capital in a personal professional capacity, participating in asset allocation, external manager research, private market assessment, and macroeconomic risk analysis. My independent research team continued separately, with distinct funding, client information, project permissions, and data-use boundaries.
Visits to Palo Alto, Menlo Park, Seattle, and Boston brought direct conversations with founders, technical leaders, engineers, and researchers. In 2019, the independent team reached approximately 60 people across public markets and macro risk, private markets, and long-term industrial themes. The wider collaboration network approached 200 people.
Research examined liquidity, real interest rates, capital flows, and changing risk appetite across equities, digital assets, and gold. Where client authorization and risk budgets permitted, gold-related allocations were implemented through approved external managers and investment instruments, with continued risk monitoring.
I continue to participate in asset allocation, manager research, and private market assessment for private family and institutional clients at ICONIQ Capital. My independent research organization has a directly managed core of approximately 25–35 people and a global collaboration network of 180–220. Current themes include AI infrastructure, life sciences tools, advanced manufacturing, and medical applications of nanotechnology.
People in the directly managed core team
People in the global collaboration network
These figures describe the independent research organization. Its funding, client information, project permissions, and data use remain distinct from formal responsibilities at ICONIQ Capital.