Theany Bazet
Senior Portfolio Officer | Impact Investing
Salary / Daily rate
Brussels, Belgium
Mobility: Paris, Madrid
Freelance, open to permanent contract
Can come onsite
Languages
About me
Intro
Impact venture capital expert with 17+ years managing global equity portfolios and development finance. Led launch of world's first children's rights equity fund (€85M) and gender-lens fund (€160M), delivering 200bps outperformance. Specialized in sustainable investments, startup development, and emerging market finance solutions.
Work experience
Senior Portfolio Officer
EDFI Management Company
Jun 2024 - Present
2 years 5 months
Brussels, Belgium
EDFI MC is an EU-funded hub to manage innovative development finance solutions to sustainable development projects led by the private sector in emerging and developing economies. In my role as Senior Portfolio Officer, I oversee a diverse portfolio of private sector enterprises (SMEs, Impact Funds, MFIs) within the agri-food value chain and the electrification sector, funded via our AgriFi and ElectriFi facilities. - Actively contributing to the development and implementation of value creation roadmaps, monitoring the performance of investments, and preparing for the timely exit of (quasi-) equity investments and the possible restructuring of investments. - Regularly proposing a Fair Market Value of (quasi-) equity investments and assessing expected credit losses for loan investments while updating their risk rating. - Whenever needed, restructure existing investment deals and negotiating with the different stakeholders - Represent EDFI MC with investee companies, DFIs, impact investors, the European Commission, and European Delegations.
ESSEC Business School
Sep 2019 - Present
7 years 2 months
Paris, France
MBA Finance Career Learning Lab Director
Sep 2024 - Present
2 years 2 months
Paris, France
Empowering future leaders to navigate the finance industry by understanding its challenges, building strong networks, and making finance accessible and inclusive. Committed to breaking biases and inspiring others to harness finance as a force for good
Visiting Professor
Sep 2019 - Present
7 years 2 months
Paris, France
- Head of Entrepreneurship Concentration (MSc in Hospitality) - Sustainable Startups in Hospitality course - Corporate Finance course (MSc in Hospitality) - Entrepreneurial Finance course (Global MBA)
Senior Fund Manager - Social Impact Investments
Candriam
Oct 2018 - May 2024
5 years 8 months
Brussels, Belgium
- Launched the world's-first equity fund covering the thematic of Children's rights and wellbeing (SFDR Art. 9), responsible for creating the investment process and validating the investable universe. Raised EUR 85 million at launch-date. Lead Fund Manager since inception (2021) until May 2024. - Launched the first SRI gender-lens fund in Belgium, (SFDR Art. 9), holding EUR 160m. Lead Fund Manager since inception (2020) until May 2024. - Lead Fund Manager of the ABN Candriam Global Dividend Equities. Outperformance vs. MSCI World AC of 200pbs p.a. constantly ranked 5-stars by Morningstar since taking over the investment management (2018) until 2022.
Credit Suisse
Dec 2010 - Mar 2017
6 years 4 months
Mexico City, CDMX, Mexico
Vice President - Senior Portfolio Manager
Jan 2016 - Mar 2017
1 year 3 months
Mexico City, CDMX, Mexico
Responsible of the Global Equity Strategy for the Discretionary Mandates Designed tailor-made investment solutions involving different thematics and levels of sophistication for ultra-high net worth individuals (UHNWI) Provided investment advisory and portfolio construction services to Relationship Managers while also supporting them in client negotiations
Senior Portfolio Manager
Dec 2010 - Dec 2015
5 years 1 month
Mexico City, CDMX, Mexico
Managed global equity discretionary mandates Developed quantitative models to manage global equities portfolios with a factor-based approach Built strong partnerships with relationship managers at the Private Banking division Held recurrent meetings with top management of invested companies to assess strategic plans and value proposition to shareholders
Fixed Income Research Associate
Citi
Jan 2007 - Dec 2010
4 years
Mexico City, CDMX, Mexico
Youngest member of the Investment Committee of the Fixed Income Model Portfolio Authored a weekly research paper on Sovereign and Corporate Debt Markets, for institutional and retail investors Provided investment counseling to investors and financial advisors
Education
Frankfurt School of Finance & Management
Certified Expert
2020 - 2020
1 year
ESSEC Business School
Global MBA
2017 - 2018
2 years
Académie militaire de Saint-Cyr Coëtquidan
Leadership, Strategy and Crisis Management
2017 - 2017
1 year
Universidad Panamericana
Industrial Engineering
2002 - 2007
6 years