Philip Handschin, CFA

Experience

• 

  BMW

  Sept 2005 - Mar 2006

  Intern, Development and Strategy

  - Support development of new design differentiator strategy- Conduct internal portfolio analysis and competitive positioning strategy for new 3-Series

• 

  Credit Suisse

  Jul 2006 - Jun 2010

  - Organize Executive Board and Private Banking Management Committee meetings (planning, coordination, preparation, and minutes taking)- Assist in corporate governance related matters, e.g. Board of Directors independence analysis and D&O questionnaire - Support Chairman and Vice-Chairman in their key client coverage efforts- Conduct competitor analysis and macroeconomic research- Prepare presentations and speeches on banking industry topics - Develop global asset management specific client segmentation framework- Implement divisional and cross-divisional client coverage model - Support of new product- and client-profitability reporting initiative- Prepare industry analysis on several European markets

  • Assistant Vice President, Corporate Secretary

    Dec 2008 - Jun 2010

  • Assistant Vice President, Chairman's Office

    Jun 2008 - Jun 2010

  • Business Development, CS Asset Management

    Jul 2006 - Jun 2008
• 

  Credit Suisse

  Aug 2010 - Sept 2023

  - Origination and execution of private warehouse financing facilities for corporate and private credit clients across Europe. Collateral ranging from Consumer Loans, BuyNowPayLater, Receivables, SME Loans, Equipment, Solar Farms & Panels to Commercial and Residential Real Estate- Lead EU Sales coverage for Securitized Products (mainly CLOs) for Primary and Secondary markets- Set-up distribution of ABS, RMBS & CMBS into the CS Private Bank incl. Operational, Legal and Compliance aspects - Management of stakeholders across CS over the course of a two-year project$2bn+ transaction experience include:- Finn Auto - Asset-backed Debt Capital Financing (€500m)- Investcorp - Harvest CLO XXIX DAC (€491m)- Neuberger Berman - Loan Advisors Euro CLO 5 (€295m)- 1bn+ CLO Sales across the capital stack from AAA to equity Show less Focus on advising Specialty Finance clients across Europe:- M&A buy- and sell-side advisory: (i) interact with senior executives from the management team, equity owners, buyer and buy-side advisors; (ii) develop financial models; (iii) prepare marketing materials; and (iv) manage internal/external reporting- Equity and debt capital markets transactions: (i) interact with equity/debt capital markets/leveraged finance teams; (ii) prepare marketing materials; (iii) coordinate rating agency meetings if applicable; and (iv) prepare client updates on transaction terms and investor demand during executionTransaction experience include:- Together Money – Senior PIK Toggle Notes offering (£220m)- Together Money – Senior Secured Notes offering (£375m)- Cabot Credit Management – Senior Secured Notes offering (£350m)- Lowell GFKL Group – Senior Secured Floating Rate Notes offering (€230m)- Lowell GFKL Group – Buy-side M&A advisory for acquisition of Tesch Inkasso (€150m)- Hoist Finance – Senior Unsecured Notes offering (€250m)- TDR – Senior Secured Notes offering for acquisition of Leaseplan (€1,600m)- Alternative Asset Manager – Valuation report for the Board of Directors- Lowell/GFKL – Senior Secured & Unsecured Notes offering (£795mm)- Jerrold Holdings – Senior Secured Notes offering (£100mm) Show less Focus on advising clients in the traditional and alternative asset management industry:- M&A buy- and sell-side advisory: (i) interact with senior executives from the management team, equity owners, buyer and buy-side advisors; (ii) develop financial models; (iii) prepare marketing materials; and (iv) manage internal/external reporting- Equity and debt capital markets transactions: (i) interact with equity/debt capital markets/leveraged finance teams; (ii) prepare marketing materials; (iii) coordinate rating agency meetings if applicable; and (iv) prepare client updates on transaction terms and investor demand during executionTransaction experience include:- Medley Management − Initial Public Offering ($108mm)- Credit Suisse – Sale of CFIG PE FoF business to Grosvenor Capital (undisclosed)- Epoch Investment Partners – Sale to Toronto Dominion Bank ($668mm)- The Carlyle Group – Initial Public Offering ($671mm)- Apollo Global Management − Initial Public Offering ($565mm) Show less

  • Director

    Mar 2020 - Sept 2023

  • Director

    Aug 2014 - Mar 2020

  • Vice President, Investment Banking Financial Institutions Group

    Aug 2010 - Aug 2014
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  Mizuho

  Mar 2024 - now

  Director