Patrik Kohli, CFA, FRM

Patrik Kohli, CFA, FRM has a diverse work experience spanning over two decades. Patrik is currently the Head of Business Development at Alloy, an institutional-grade investment management platform. In this role, they are responsible for business development, including strategy, product development, and partnerships.

Prior to their current position, Patrik worked as a self-employed Investment Technology & Operations Consultant. Patrik provided consulting services in this area from April 2022 to September 2022.

From 2018 to 2022, Patrik worked at Alpha FMC as a Senior Manager in Asset & Wealth Management Consulting. Patrik focused on management consulting within the investment technology area, with a particular emphasis on portfolio management, trading, and target operating model designs.

Patrik also has entrepreneurial experience, as they co-owned a pop-up café called Ruby Rambo from December 2018 to July 2020. The café specialized in specialty-grade coffee and gained recognition in various publications.

Before their consultancy and entrepreneurial ventures, Patrik worked at PwC as a Manager in Strategy Consulting from June 2015 to June 2018. Patrik also spent several years at Credit Suisse, starting in 2012, where they held roles in structuring and origination, as well as mid-market M&A.

Patrik began their career at Credit Suisse in 2001 as a Trainee in Commercial Software Engineering and later worked as a Junior Software Engineer in FX Trading.

Throughout their career, Patrik has demonstrated expertise in investment management, technology, consulting, and entrepreneurial endeavors. Patrik holds CFA and FRM certifications, indicating a strong foundation in finance and risk management.

Patrik Kohli, CFA, FRM holds an MSc degree in Finance from Esade, which was attained from 2011 to 2012. Prior to that, they earned a BSc degree in Business Administration, with a major in Banking and Finance, from ZHAW School of Management and Law. Their undergraduate studies took place from 2006 to 2009.

Patrik Kohli has also obtained several additional certifications. In June 2012, they became a Chartered Financial Analyst (CFA) through the CFA Institute. Later, in July 2016, they acquired the Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals (GARP). And in October 2011, Mr. Kohli obtained the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association.