TOBAM comprised some 51 professionals, from 16 different nationalities based across financial hubs in europe, asia and north america
The Firm has developed its international efforts over time: the New York office was opened in 2013 and in 2016, the Dublin office (housing key positions such as legal, operations, portfolio management, compliance and risk, and business development) was set-up to serve as a duplicate of the Paris based headquarters. In addition to New York, Dublin and Paris, TOBAM developed local presence in Luxembourg to service clients based in Europe.
- Collectively, tobam’s research and portfolio management professionals have more than ten years of investment experience.
- Portfolios are team-managed at TOBAM, and all portfolio managers are also in charge of research.
- Given the importance of research in TOBAM’s investment capabilities, all portfolio managers and research professionals have impressive research backgrounds and their research activities are geared toward theoretical support or implementation innovation for the Anti-Benchmark® methodology.
President and CIO of TOBAM
Yves Choueifaty
Yves Choueifaty founded TOBAM and the Maximum Diversification® approach in 2005. Yves was previously CEO of Credit Lyonnais Asset Management (“CLAM”, AUM €70B), after spending over 10 years with CLAM in diverse senior roles (CIO, Head of Financial Engineering and Quantitative Investment Management).
Mr Choueifaty is also a committed entrepreneur on human rights and climate change challenges. He is a member of the Paris Committee of the NGO Human Rights Watch since 2019 and president of the advisory board of WeNow, a “climate neutral” champion endorsed by the United Nations. He is also a board member of the Saint-Joseph University foundation in Lebanon, a board member of the RDCL (Association of Lebanese businessmen and women united by a common vision for the Lebanese economy)
Awarded multiple times over the years, Yves Choueifaty has notably been recognized as “Chief Investment Officer of the Year” in 2015 (Funds Europe) and “Asset Management Leader of the Year” in France in 2016 (AGEFI).
As one of the pioneers of the smart beta movement, Yves Choueifaty is a frequent speaker at conferences and is a member of The 300 Club (19 members throughout the world), whose mission is to raise awareness about the potential impact of current market thinking and behaviors. Mr Choueifaty graduated from ENSAE and is a mathematician by training.
Head of Business Development, Deputy CEO, Executive Committee
Christophe Roehri
Christophe Roehri is Deputy CEO for TOBAM, responsible globally for investor relations. Mr Roehri, who has 25 years of experience in the financial services and investment management industry, joined TOBAM in 2009 and led the development of the company from $400m AUM to $10B (December 2021), introducing TOBAM’s Maximum Diversification approach to leading institutional investors and distribution partners globally.
As a chair of TOBAM’s sustainability committee, Christophe is also active in the integration of sustainable, climate-aware guidelines in TOBAM’s portfolios. Since 2017, Mr Roehri has been involved in the development of digital assets strategies, most recently in Decentralized Finance.
Prior to his European-based asset management roles at ABN Amro and Amundi, Christophe held various positions for Credit Lyonnais, both in the USA, developing the bank’s corporate banking activities from New York, and in Asia, where he was involved in corporate finance and leveraged loans. Mr. Roehri graduated in 1997 from EM Lyon Business School, with a major in Finance.
Co-Head of Research, Executive Committee
Tristan Froidure
Tristan Froidure joined the team in April 2007 from Lehman Brothers International (Europe) Capital Markets where he was responsible for devising systematic, quantitative strategies applicable to options. Prior to that, he was senior portfolio manager at LibertyView for 7 years, a Lehman Brothers-owned Hedge Fund based in the United States where he was head of international trading, and co-responsible for launching and managing LibertyView’s Global Volatility Fund, a $350 million Hedge Fund. Mr. Froidure received his diploma of Engineering with a Non-Linear Mechanics major from the Ecole Centrale de Lyon in 1996, and received his MBA from New York University’s Stern School of Business in 2005.
COO Client Experience and Strategy, Executive Committee
Christophe Lemarié
Christophe Lemarié started his career in 1995 at Crédit Lyonnais Americas in New York before moving to asset management in 1997, first in the Financial Engineering team of Crédit Lyonnais Asset Management (CLAM), then as Head of Marketing at CLAM and later at Crédit Agricole Asset Management (CAAM). In 2006 at CAAM, he was appointed Head of Equities, Multi-Asset and Arbitrage.
In 2010, Christophe took over the management of Société Générale Gestion, the asset management subsidiary dedicated to the clients of the Société Générale networks, first as Deputy CEO before being appointed Chief Executive Officer in 2012.
In 2016, he was back to Marketing at Amundi as Head of Retail Marketing and then moved to Ireland where he headed the development of a Cross Border Platform for the group during the last 5 years.
Born in 1969, Christophe graduated from Ecole Polytechnique, Paris, and has an engineering degree from the ENST, Paris.
Co-Head of Client Experience & IT, Executive Committee
Nadine Zrek
Nadine Zrek currently holds the position of Co-Head of Client Experience & IT. She became a part of TOBAM’s business development team in March 2016. Prior to joining TOBAM, she served in both business development and investment specialist roles at Ossiam, an affiliated Smart Beta ETF provider of Natixis Global Asset Management. During her tenure at Ossiam, she played a crucial role in setting up the company’s infrastructure, including the successful launch of various products in different structures such as SICAV and ETF. Additionally, she collaborated with the founding partners to establish the business development team.
Before her time at Ossiam, Nadine worked in the Structured Product Sales team at Credit Agricole Structured Asset Management. She graduated from ESCE (Ecole Superieur de Commerce Exterieur) in 2008 and holds a master’s degree in Trading and Asset Management from ESLSCA