Summary
Overview
Work History
Education
Skills
Certification
Citizenships
Languages
Timeline
Generic

Pascal Forest

Guaynabo

Summary

Finance professional with over 17 years of investment management and investment banking experience, covering a wide array of sectors (including media, internet and technology) and asset classes (including public and private equity). Expertise includes conducting in-depth financial research and due diligence, crafting financial models and forecasts, developing investment strategies, managing portfolios and risk, assisting in M&A, debt and IPO transactions, cultivating investor relations and driving fundraising efforts.

Overview

25
25
years of professional experience

Work History

Founder

Forest Investments
01.2019 - Current
  • Advisory to institutional investors on investment strategies and investments in energy, renewables, natural resources, industrials, telecoms, media, internet and technology

Portfolio Manager

Andurand Capital Management
07.2016 - 11.2018
  • Company Overview: Hedge Fund - $2bn AUM
  • Investment research, portfolio management and investor relations/fundraising
  • Launched and managed an energy transition hedge fund, the Andurand Capital Equity Fund

Founder & Portfolio Manager

Forest Investments
09.2012 - 06.2016
  • Company Overview: Hedge Fund
  • Investment research, portfolio management and investor relations/fundraising
  • Covering global energy, natural resources, telecoms, media, internet and technology

Portfolio Manager

BlueGold Capital
06.2009 - 04.2012
  • Company Overview: Hedge Fund - $2.5bn AUM
  • Investment research and portfolio management covering global energy and natural resources

Managing Director

Tremblant Capital
09.2005 - 11.2008
  • Company Overview: Hedge Fund - $5bn AUM
  • Investment research covering global telecoms, media, internet and technology

Investment Analyst

KiCap Management
08.2003 - 07.2005
  • Company Overview: TMT Hedge Fund managed by ex-Tiger Management PMs - $0.8bn AUM
  • Investment research covering global telecoms, media, internet and technology

Investment Banking Associate

Citigroup
07.2000 - 11.2002
  • Company Overview: Investment Banking Division, Private Equity Group
  • Assisted Private Equity clients in M&A, debt and IPO transactions

Education

M.S. - Finance

HEC Graduate School of Management
12-2000

M.S. - Civil Engineering

ESTP Graduate School of Engineering
06-1999

Skills

  • Portfolio management
  • Industry analysis
  • Competitive analysis
  • Investment strategies
  • Mergers and acquisitions
  • Initial public offerings
  • Company valuation
  • Equity markets
  • Financial modeling
  • Financial statement analysis
  • Due diligence
  • Presentation skills

Certification

Series 65 (NASAA)

Citizenships

French and Canadian citizen. US Permanent Resident (Green Card holder)

Languages

English
Native or Bilingual
French
Native or Bilingual

Timeline

Founder

Forest Investments
01.2019 - Current

Portfolio Manager

Andurand Capital Management
07.2016 - 11.2018

Founder & Portfolio Manager

Forest Investments
09.2012 - 06.2016

Portfolio Manager

BlueGold Capital
06.2009 - 04.2012

Managing Director

Tremblant Capital
09.2005 - 11.2008

Investment Analyst

KiCap Management
08.2003 - 07.2005

Investment Banking Associate

Citigroup
07.2000 - 11.2002

M.S. - Finance

HEC Graduate School of Management

M.S. - Civil Engineering

ESTP Graduate School of Engineering
Pascal Forest