Patrick C Bourbon

Nashville, TN

Investment Management

Bourbon Financial Management, LLC since Mar 2010
Founder
UFEC - Association of Francophones Living Abroad since Jun 2006
President
UBS Global Asset Management (Chicago - formerly Brinson Partners) Apr 2004 - Mar 2010
Director - Associate Investment Equity Analyst / Portfolio Manager
UBS Global Asset Management Jun 2000 - Apr 2004
Associate Director - Quantitative Analyst
NYSE - Euronext (London - Chicago) Jun 1999 - Dec 1999
Intern

CFA Institute 2000 - 2003
Chartered Financial Analyst (CFA), Finance• The CFA designation is an internationally recognized qualification awarded by the CFA Institute. The CFA Program sets a globally recognized standard in competence and integrity for financial analysts, investment bankers, portfolio managers, investment advisers, and other finance professionals worldwide. The skills developed in attaining the CFA certification are recognized as key assets in a high-level career in finance. • http://www.cfainstitute.org/ and http://www.cfachicago.org/ Illinois Institute of Technology 1999 - 2000
Master of Science, Finance (Chicago)• Concentration: Portfolio Management, Quantitative Financial Analysis, Modeling, and Risk Management • “How I became a Quant” Panel Discussion: http://www.stuart.iit.edu/explorestuart/podcasts.shtml and http://www.stuart.iit.edu/explorestuart/pdfs/iitstuart_annual_report_2007-08.pdf • Program Ranking (11th): http://www.global-derivatives.com/index.php?option=com_content&task=view&id=56&Itemid=36 EPF Ecole d'Ingénieurs
Master of Science, Engineering (Paris)• EPF is an Ivy League school equivalent • Graduated 1st in class Lycée Pierre de Fermat
Ministère de la Santé et des Sports
Brevet d'Etat d'Educateur Sportif (BEES) - 2-year sports certification• Ski instructor in the Pyrenees (12 years of competition) • Tennis instructor at Stade Toulousain (10 years of competition)

Investments
Asset Allocation
Portfolio Management
Equities
Wealth Management
Finance
Valuation
Risk Management
Mutual Funds
Investment Advisory
Strategic Financial Planning
Strategy
Financial Modeling
Financial Analysis
Financial Planning
Financial Risk
Behavioral Finance
Fixed Income
Hedge Funds
Investment Management
Asset Management
Result Oriented
Due Diligence
Financial Advisory
Capital Markets
Quantitative Analytics
Trading
Financial Markets
Curiosity
Transparency
Intercultural Awareness
Cross Cultural Competency
Excellence
Disciplined Investment Process
Highly Analytical and Quantitative
Passion For Learning and For Investments
Independent Minded
Investment and Retirement Income Strategies
Fund Analysis and Portfolio Optimization
Novel and Adaptive Thinking
Ability To Deal With Pressure
Achievement Oriented
Detached Objectivity
Retirement Savings

Politics
Social Services
Education

English
French
Spanish
Japanese
Russian
Greek

Cfa
Cfp® - Certified Financial Planner™ | Competency + Confidence + Credibility = the Trusted Advisor
Cfa Institute Ce Program 10 Year Milestone Badge