Gert Steens, investment analyst, management consultant,strategic advisor and project manager.Throughout his career, Steens...
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  1. 1. Gert Steens, investment analyst, management consultant,strategic advisor and project manager.Throughout his career, Steens has been involved in building knowledge withdirect commercial and strategic relevance.Pivotal to Gerts work have always been his curiosity and pragmatism. Hehas applied them to arrive at unorthodox solutions and to suggest not-so-obvious opportunities. His curiosity helps to mine a wide variety of sourcesand gathers insights from team colleagues, external specialists and businesscontacts. His analytical, creative and commercial skills funnel these insightsinto investment recommendations, strategy consulting and projectmanagement.At UBS (and predecessors SG Warburg and At PME Pensioenfonds, pension fund for theSBC Warburg), Gert Steens wrote and Dutch engineering sector, and later at Mnmarketed investment research about Dutch Services, Gert Steens researched opportunitiesstocks for eleven years. Although mainstream to invest in non–traditional asset categories,financial market research was part of the job, investments that called for project rather thanGerts teams efforts stood out for the more process management. He researched andcreative approach. Defining an unconventional proposed approaches to catastrophe bonds, tocontext and working with analysts elsewhere emerging market private equity and to longer-in the UBS network, they often took original term loans in emerging market currenciespoints of view as a basis for topical discussions “without a functioning capital market”.with company management. As a result, Gerts For his familys new ecological home, Gert ledteam offered new insights to both large the project management and did detailedinstitutional investors and specialist research into materials, methods andinvestment boutiques. A managing director technologies to the extent that one of thewith responsibility for the 12- strong contractors suggested that “Google betterAmsterdam equities team, he relished this build the house”.approach to remain a recognised force bothamong the crowded Dutch brokerage In the interim management and projectcommunity and within the renowned UBS work with his firm Oblonski, clients benefitequities division. from the insights in strategy development that Gert Steens gained through a combined fifteenAt Cyrte Investments (and predecessor Talpa years in investments. Oblonski’s assignmentsCapital), Steens was responsible for equity include co- operation projects for Mn Services,investments in listed media and Internet repositioning Fortis’ equity brokerage,companies for nearly four years. His team business plans for private equity and venturecombined knowledge of global social, cultural, capital funds, and strategy formulation fortechnological and economical trends with an mutual funds.understanding of developments in business,building a highly concentrated portfolio of In early 2011, Steens returned to writing equitytelecom and media investments. Through research. At SNS Securities, one of thediscussions with industry leaders and Netherlandss local stockbrokers, he took upobservers as well as desktop research and team coverage of small- and mid-cap equities ingatherings, Gert spent most of his time manufacturing (Kendrion, Accell, TenCate)defining conceptual approaches to and business services (PostNL, Brunel, USGdevelopments in music, in games and in People and large-cap Randstad). In his reports,newspaper publishing. Based on such a Gert Steens attempts to relate published andconceptual approach, he used his financial forecast financial metrics to underlyingmodelling skills to make investment decisions. business fundamentals. He focuses on business model design and value capturingHis belief that conceptual understanding opportunities as leading factors in financialshould precede financial modelling underlies performance and valuation potential.Gerts involvement with Alex Osterwalder’sbook Business Model Generation. ---  

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