René Van De Merwe, CFA, CAIA

Intern M&A

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Amsterdam, North Holland, Netherlands

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Timeline
About me
Senior Portfolio Manager at Wealth Management Partners NV
Education
- CFA Institute
  2014 - 2017
  Chartered Financial Analyst (CFA) Investment Management
  Charterholder, passed all 3 levels on first attempt.
- RSM Erasmus University
  2012 - 2013
  Master's degree Finance and Investments
- CAIA Association
  2019 - 2019
  Chartered Alternative Investments Analyst (CAIA) Investment Management
  Exemption from Level I, passed Level II on first attempt
- RSM Erasmus University
  2009 - 2012
  Bachelor's degree International Business Administration
  Cum Laude
Experience
- ICP Corporate Finance
  Aug 2011 - Dec 2011
  Intern M&A
- Kempen & Co
  Jan 2013 - Apr 2013
  Intern Securities Research
- MN
  Dec 2013 - Sept 2018
  - Portfolio Manager
    Jul 2017 - Sept 2018
  - Analyst
    Sept 2015 - Jun 2017
  - Collateral & Securities Lending Manager
    Dec 2013 - Aug 2015
- Wealth Management Partners NV
  Sept 2018 - now
  Public and private markets, focus on integration of these two areas. Combined portfolio construction, strategic allocation planning and cashflow forecasting, quantitative portfolio analyses for clients. Private markets portfolio construction, fund selection and monitoring: private equity, private debt, real estate and infrastructure. Active role in marketing fund-of-funds programs to client base.
  - Senior Portfolio Manager
    Jan 2024 - now
  - Fund Manager Private Markets
    Sept 2018 - Jan 2024
Licenses & Certifications
- ILPA Institute Level II - GP workouts
  Institutional Limited Partners Association (ILPA)
  Sept 2019
- ILPA Institute Level II - Legal Documents
  Institutional Limited Partners Association (ILPA)
  Sept 2021
- ILPA Institute Level I
  Institutional Limited Partners Association (ILPA)
  Sept 2019