Montag, 6. Februar 2012 05:24

Fund Assessment Board

The Fund Assessment Board plays an important role both in developing the investment strategies of all Deutsche Finance group funds and in the selection process for target institutional funds. The Fund Assessment Board advises the senior management of Deutsche Institutional Advisors GmbH in the course of the investment processes and has currently two external highly competent and independent members with many years of experience in the field of institutional capital investments, in particular for portfolio formation and management.

 















Heimo Leopold

began his professional career as a management trainee at Commerzbank AG. After that he went into industry, where between 1975 and 2009 he worked for a number of companies as a senior officer in the financial area. In his last position he was the head of asset management of the E.ONgroup, with responsibilityfor more than €20 bn.  Mr Leopold has many years of experience in a range of aspects of finance, e.g. financing, capital investment, acquisitions and risk management. Among other activities he was concerned with the structure and allocation of institutional funds, developing the organisation of asset management, and also risk control, accounting and reporting. In this connection he was responsible for the conception and creation of a portfolio of more than 60 institutional real estate, infrastructure and Private Equity funds, with investments made throughout the world totalling approximately €2.5 bn.

 















Dr John Davidson

began his professional career as a member of the Private Equity team "Alternative Funds Advisory" of UBS Global Asset Management in Zurich, where he was employed until 2005. After that, as vice-president of indirect capital investments for Swiss Re AG, he created and developed a global portfolio consisting of 27 institutional real estate funds with a total value of more than CHF 1.4 bn.  Among other activities he was responsible for the selection of target funds, coordination of due diligence analyses and portfolio management and also represented Swiss Re on the Advisory Board. Since the autumn of 2009 Dr Davidson has been head of the real estate programme of the Finance & Banking faculty of the University of Lucerne.

 










Dirk Schekerka 

began his career as a qualified bank clerk at a financial services institution in Hamburg. A subsequently completed university degree in Economic and Commercial Studies, as well as successes achieved and experience acquired in his professional field, had, by 1987, further qualified him to the point where he could take on leading roles in various consultancy enterprises and private equity firms (Angermann Consulting Group, Granville Baird Capital Partners). Since 2002 Dirk Schekerka has been with one of the leading european PE-Funds in Munich (from 2007 on as Managing Director) bearing responsibility there for the execution of private-equity transactions and for the support and development of portfolio business in all the German-speaking countries. He also presently holds positions on the Supervisory or Advisory Boards of various medium-sized enterprises both within and outside Germany. 



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