History
Patrick's History
Patrick is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience. Patrick is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth. His unique combination of global professional experience, project management and high-level analytical skills bring value to your long-term goals.
Patrick grew up in the city of Toulouse in the south of France. In 1996, Patrick took his early passion for finance to Paris, where he opened an investment club, and managed a portfolio of stocks and mutual funds in Euros. He graduated top of his class, earning his Master of Science in Engineering (EPF Ecole d'Ingenieurs). In the meantime, he discovered how the financial markets worked during internships at BNP Paribas in Chicago, JP Morgan in Paris, and Euronext/NYSE in London and Chicago. His early work experience in financial services impressed upon him the values of excellence and integrity.
In 1999, he relocated to Chicago to work again for Euronext/NYSE, and started to manage a second fund of funds (in U.S. Dollars this time). He also earned a Master of Science in Finance (Illinois Institute of Technology - graduated Beta Gamma Sigma).
In 2000, Patrick joined the prestigious equity team in Chicago at UBS Global Asset Management-Brinson Partners, which managed $600 billion, where he quickly rose in the ranks. He became the youngest associate investment analyst. Patrick began to develop a reputation for his expertise in equity research and portfolio management. While his education in engineering and finance has given him a solid foundation in financial analytics, it is his thorough understanding of the valuation and investment process and systems that truly set him apart.
After 15 years of helping friends with their investments, he created Bourbon Financial Management, and decided to bring his money management experience to help individuals and families live the life they want. His goal is to give you the best possible chance of having a successful and comfortable retirement. Being competent was no longer enough. He wanted meaning.
Dr. Daniel Kahneman, expert in decision-making, was awarded the Nobel Memorial Prize in Economic Sciences. He is the author of the best seller Thinking, Fast and Slow which is one of the best book Patrick has ever read.
Jack Bogle, founder and retired CEO of The Vanguard Group, one of the largest mutual fund company in the world. He founded the first index mutual fund available to the public: the Vanguard 500 Index Fund.
Dr. Eugene Fama, is known for his work on portfolio theory, asset pricing and stock market behaviour, both theoretical and empirical. He was awarded the Nobel Memorial Prize in Economic Sciences in 2013.
Dr. Michael Hasenstab, Chief Investment Officer, portfolio manager of Templeton Global Bond since 2001. He is one of the largest bond managers in the world (more than $200 billion in 2015). He also summited Mount Everest.
Dr. Mohamed El-Erian, Chief Economic Advisor at Allianz, was the CEO and Co-Chief Investment Officer of PIMCO from 2007 to 2014. He is also columnist for Bloomberg View and contributing editor at the Financial Times.
Ralph Wanger, CFA, is one of the greatest investors. He was the founder, portfolio manager and president of the Acorn Fund (1970-2003). The fund had the best 40-year performance (1970-2010) of any mutual fund (outperformed the S&P 500 by 4%).
