Blueorchard

BlueOrchard Finance S.A. Management Team

JEAN-PIERRE KLUMPP
BlueOrchard Finance S.A. - Chief Executive Officer

Before joining BlueOrchard in June 2007, Jean-Pierre spent his entire career in banking. Most recently he was a member of the Private Banking Executive Committee of Bank Julius Baer Ltd. in Zurich. Prior to this, he held the following executive positions: CEO of Ehinger & Armand von Ernst AG in Zurich and COO of Ferrier Lullin & Cie SA in Geneva (both private banks of the UBS group), and CAO of Merrill Lynch Bank Suisse S.A. in Geneva. Jean-Pierre started his career with Swiss Bank Corporation (now UBS), where he held various positions in private banking, organizational consulting and application development, with postings in Geneva, New York and Basel. Jean-Pierre holds a BA in Business Administration from HEG Lausanne, Switzerland.

GEERT ROOSEN
BlueOrchard Finance S.A. - Chief Financial Officer

Geert Roosen joined BlueOrchard in November 2008. From 1999 to 2008 Geert Roosen held a variety of finance and consulting roles at McKinsey & Company, Price Waterhouse Coopers, Fortis and Siemens. In his last assignment Geert Roosen was head of the strategic financial planning group at Fortis SA/NV responsible for the corporate strategy, capital management and structuring. Geert Roosen holds a Master of Business Administration from the Graduate School of Business of the University of Chicago (USA), and a Degree in Commercial Engineering from the Catholic University of Leuven (Belgium). He is a Belgian national with extensive international work and life experience. He is married and has two children. Dutch is his mother tongue; he masters English and French and has a good knowledge of Italian and German.

ANN MILES
BlueOrchard Finance USA Inc. - Managing Director

Before joining BlueOrchard in 2006, Ann worked at Women's World Banking, New York, a non-profit global network of microfinance institutions (MFIs), where she managed the Financial Products and Services team which monitored the financial performance of the MFIs and helped them access commercial sources of funding. Prior to this, Ann worked at Citigroup, a global financial institution, where she held positions in Trade Finance, the Financial Institutions Group and the Private Bank. Ann is a founder and committee member of the International Associaitons of Microfinance Investors and of the Microfinance Club of New York and a member of the external investment committee of the Calvert Foundation.  Ann holds a BA in Economics and French Literature from Drew University, New Jersey, USA.

MARIA TERESA ZAPPIA
BlueOrchard Finance S.A. - Managing Director, Investment Analyst Team

Before joining BlueOrchard, Maria Teresa worked for the European Bank for Reconstruction and Development (EBRD) for over 8 years, first in Uzbekistan and then in London, graduating from Associate to Principal to Senior Banker. Most recently, she was in the Group for Small Business which is EBRD's microfinance team. Prior to this, she was a project economist with the Asian Development Bank in Manila, a fellow of the Overseas Development Institute in Swaziland and a trainee at the OECD Development Centre in Paris. She holds a Master of Philosophy in Development Studies from the University of Sussex (UK), and a Degree in Economics (BA & MA equivalent) from the University of Florence (Italy).

JANE BIENEMAN
BlueOrchard Finance USA Inc. - Director of Financial Advisory Services

Jane worked at Citigroup’s investment bank from 1995 to 2007. She originated and executed private equity financings as well as advised clients on debt and equity capital markets transactions and mergers and acquisitions. In addition, Jane was a senior member of the team that launched Citigroup's Public Sector Group which is responsible for the firm's business globally with public sector clients.  Most recently, Jane worked with Women’s World Banking’s Capital Markets Group.  Jane began her career as a commercial loan officer for The Fifth Third Bancorp. She holds a BA from Dartmouth College and an MBA from the Kellogg Graduate School of Management at Northwestern University.

DAVID MACDOUGALL - Director of Risk Management

David MacDougall has 25 years professional experience in the world of finance. He worked 20 years with Ambac, a financial guarantor, his first ten years as a relationship manager and the second ten as a risk manager. He was ultimately responsible for a USD 200 billion portfolio. His experience in microfinance includes consultant positions at Deutsche Bank where he worked on several bond offerings. He also worked closely with ASA in Bangladesh to establish the ASA Foundation in the USA. David holds a bachelor’s degree from Oberlin College (Ohio, USA), a master’s degree from New York University Wagner’s School of Public Service in financial management, and an advanced professional certificate in management of financial institutions from New York University’s  Stern School of Business. He was a Peace Corps volunteer on the island of Negros in the Philippines. David MacDougall joined BlueOrchard early 2009.

BlueOrchard Finance S.A. Analysts

JULIE CHENG
Director – Regional Head of Investment Analysis

Before joining BlueOrchard in 2004, Julie worked as a consultant researching socially responsible investment in emerging markets and working with MFIs in Kenya and Haiti.Julie started her career as an investment banker in the debt origination group of Smith Barney in New York before joining a small multimedia research firm as marketing analyst. She then worked as an independent consultant providing market analysis to SMEs in Zimbabwe. Subsequently, she worked in Washington DC as a New Initiative Analyst for a USAID programme to promote the competitiveness of SMEs in Africa. Julie holds a BA in economics from Cornell University and an MBA from the Haas School of Business, University of California at Berkeley, USA.

CAMILO MENDEZ
Director - Regional Head of Investment Analysis / Managing Director of Lima office

Prior to joining BlueOrchard in 2005, Camilo worked for Moody's rating agency as an Analyst for structured finance transactions in Latin America, where he focused primarily on securitizations related to Mexico's low-income housing sector and servicer quality ratings for financial institutions in Latin America. From 2000 to 2002, Camilo was an Associate in PricewaterhouseCoopers's Project Finance and Privatization Group, which provides financial advisory services to sponsors and lenders of project finance and infrastructure transactions in Latin America. He has also worked for NGOs in the United States and Argentina that provide legal advice and technical support to low-income communities. Camilo holds a BA in History and Latin America Studies from Oberlin College, and an MA in international economics from Johns Hopkins University School of Advanced International Studies, USA.   

SARAH LESHNER
Senior Investment Analyst - BlueOrchard Finance USA

Sarah joined BlueOrchard with almost 10 years experience in emerging markets. Her most recent position was Vice President, Latin American Fixed Income Research at Bear Stearns & Co. As an analyst, Sarah covered a variety of sectors throughout Central and South America and the Caribbean, including electricity, oil & gas, real estate, infrastructure, tourism, food and basic materials.  Before joining Bear Stearns, Sarah worked in the Office of the President at Women’s World Banking, a global network of microfinance institutions. She previously held positions with Mercer Management Consulting and Endeavor. Sarah holds an MBA from the Wharton School of Finance and an MA in International Studies from the Lauder Institute at the University of Pennsylvania.

PAULINE FRUCHAUD - Senior Investment Analyst

Before joining BlueOrchard in 2006, Pauline worked for the United Nations Development Program (UNDP) in Cuba, where she was in charge of managing local economic development programmes. She mainly focused on empowering small and medium enterprises by providing loans and building local capacities in finance and business planning. Prior to this, she spent two years as a Major Donors Fundraiser at UNICEF in Paris and held various positions in the area of economic development as a Programme Manager with NGOs in Latin America and Asia. She started her career in microfinance in Cambodia, working for GRET, an NGO, on a micro-insurance programme. Pauline holds a MSc in Management from Lyon Graduate Business School, France, and an MBA from Schulich School of Business, York University, Canada, with a specialization in non-profit management and leadership.

JULIE HUBERT MOULIN - Senior Investment Analyst

Prior to joining BlueOrchard Finance SA, Julie worked for 3 years with BNP Paribas Switzerland in Commodities Finance. She worked as a Relationship Manager in one of the trade finance team responsible for oil traders in the CIS, and prior to that as a credit analyst in charge of oil and gas counterparts with the credit structured team responsible for commodities clients in the CIS. Julie Hubert-Moulin holds a Masters Degree from the French Institute of Petroleum and the Moscow Gubkin University in Petroleum Economics and Management, and a Masters Degree from Sciences-Po Paris.

VERONIKA GIUSTI KELLER - Senior Investment Analyst

Before joining the BlueOrchard team, Veronika worked for two years at HSBC in the United Kingdom where she was part of a newly created Derivatives Pricing Project Team. Prior to this she worked in Latin America for three years in a rating agency as a Senior Analyst, assigning ratings to financial institutions in Peru, Bolivia and Ecuador. During this period, she helped to develop the “Microfinance Rating Methodology” and was a key element in the research, elaboration and promotion of the new rating methodology for the microfinance sector. Veronika is an economist and holds an MSc in Economic Development from the University of Glasgow. 
 

MATTEO MARINELLI - Investment Analyst

Matteo joined BlueOrchard in March 2006 as an operations associate; he was promoted to Investment Analyst in October 2006. Prior to joining BlueOrchard he worked with several microfinance institutions and consulting firms including Banyan Global in Afghanistan, MEDA in Tanzania, FAO in Thailand and WHO in Serbia. He has received field training from Grameen Bank in Bangladesh and the Boulder Microfinance Training Programme. His masters dissertation addressed the issue of microfinance in post conflict countries in the Balkan region, where he spent several months collecting data in Kosovo, Croatia, Serbia and Bosnia Herzegovina. Matteo holds a MSc. in Economics from Bocconi University, Italy, and diplomas from the London School of Economics, University of California at Berkeley and New York University, USA.

ANNE-LUCIE LAFOURCADE - Investment Analyst

YOLANDA CHENET - Investment Analyst

Yolanda joined BlueOrchard mid-2009 after working for 10 years as a financial supervisor of microfinance institutions at the Peruvian Superintendency, having being promoted from Inspector to Senior Supervisor to Chief of Supervision during that period. She holds a BA in Economics and has completed a Master Degree in Finance from Pacifico University (Peru) and another in International Development from the University of Manchester (UK). She wrote her dissertation on the impact assessment of the regulatory framework on Peruvian microfinance institutions and has done field work on regional development and microfinance in India.

MARCO DE NATALE - Investment Analyst

 Before joining BlueOrchard in December 2009, Marco worked for Barclays Capital in London, where he was responsible for the structuring and sales of Commodities to Southern European institutional investors. Prior to this, he worked at Credit Suisse First Boston in London in charge of FX Sales to Southern European clients, and before this he held various roles at Merrill Lynch in London, in FX Sales, Structuring & Trading and in Debt Capital Markets Origination. Marco attended the 2009 Boulder Microfinance Training Programme, and the 2009 Microbanking Summer Academy at the Frankfurt School of Finance. He received his BA in Economics and Finance from Bocconi University in Milan, and has a MS in Engineering-Economic Systems & Operations Research from the Stanford University School of Engineering, in Palo Alto (USA). An Italian national, he is fluent in French, English and Spanish.

CHARLIE GRAHAM BROWN - Associate Analyst

Prior to Charlie’s arrival at BlueOrchard in 2009, he worked as an analyst at Helvetica Wealth Management Partners where he developed a diverse financial foundation from his varied experiences. His responsibilities focused primarily on hedge fund due diligence and research, financial analysis, marketing presentations and reporting packages. His interest in microfinance stems from a research project he conducted on SRI products. Charlie studied engineering at Leeds University, UK with a year at Georgia Institute of Technology, USA and holds a Master of Engineering Honours Class 1 degree. To diversify his competences, he completed an MBA at the Collège des Ingénieurs, Paris with a simultaneous consultancy project at LexisNexis. Charlie is a Level III candidate in the CFA programme.

BlueOrchard Finance S.A. Experts and Support

VINCENT OSWALD - Investor Relations

 Prior to joining Blue Orchard, Vincent worked as a relationship manager covering banks in the CIS region in the field of Commodity Trade Finance at BNP Paribas in Geneva. Before that, he worked for several years at Credit Suisse in different departments, mostly for the Russian Private Banking desk both in Geneva and Moscow. Vincent has worked as an Investment Analyst for Central Asia, Caucasus and Russia for the last two years.  Vincent holds a Swiss Banker’s association banking diploma.

DAVID DE MARTIN - Head of Finance and Operations

Before joining BlueOrchard in February 2005, David worked in the accounting department at Lindner Hotels Leukerbad AG and was responsible for the accounting at LeShop SA, Switzerland. In this context he introduced new administrative and accounting procedures and optimised existing ones. In 2004 David spent twelve months in Latin America working on fair trade projects. He collaborated with several Swiss organisations and schools to organise sponsorships for his projects. David obtained his diploma in Hotel Management from Geneva Hotel School, and completed his training with additional certificates in Accounting and Finance.

ISABELLE MAAG - Middle Office Executive

Isabelle joined BlueOrchard in May 2006. Prior to that, she worked in Geneva for the German foundation Friedrich-Ebert-Stiftung in the field of international development cooperation. In this context she co-organised several international conferences and seminars, participated in the annual meeting of the UN Commission on Human Rights and published a paper on Brazil's Foreign Economic Policy. Isabelle holds an MA in Latin American Studies from Cologne University, Germany as well as an MA in Translation of Spanish economic and law texts with Seville University. 

PHILIPPE STORCHENEGGER - Associate Operations and Finance

Philippe joined BlueOrchard in July 2008. Prior to this he was working at Citi Bank Geneva as clerk for a year and a half before entering the Haute Ecole de Gestion de Genève (Geneva School of Management) in 2004. During his studies, Philippe was working with Credit Suisse as Junior Control Specialist. He received a bachelor degree in business management from the Geneva School of Management in 2009. He is fluent in French, Spanish and English.

ALESSANDRA MACRI - Head of Marketing; Management Support

Before joining BlueOrchard in October 2009, Alessandra worked as marketing and project manager at Lombard Odier Darier Hentsch for over 8 years. During her experience in private banking, she established investment proposals, answered Requests for Proposals from institutional clients from various European countries and was responsible for leading projects on behalf of the partners of the bank. Prior to this, she gained experience at Euroclear Bank in Brussels, at UNDP in Geneva and at CERN in the Communications and Education Group. Alessandra holds a BA in International Relations from the Graduate Institute in Geneva and a Diploma in International Relations from the Johns Hopkins University – School of Advanced International Studies in Bologna.

DAVID BEGUIN - Software Engineer
David joined BlueOrchard in July 2009 after working for the company as consultant since March 2007. Before that he worked for several years as software engineer for companies such as Herkimer and Comcable where he specialised in development and integration of Microsoft technologies. David holds a BA of Science in information technology from HES-SO of Yverdon (Switzerland) and is a Microsoft Certified Solution Developer and Microsoft Certified Database Administrator.

RAMATOU ABIBOU - Associate IT support and development

Ramatou Abibou joined BlueOrchard as Associate IT supporter & developer in June 2009. From January 2008 to May 2009, she worked at Newvoice International, Nyon (Switzerland) in .Net Application development & IT support. At Newvoice, Ramatou managed IT projects closely with Rolex, Nestlé, private banks in Geneva and other clients. She also provided IT support and software development to Newvoice’s clients. In 2007, she worked at S&H, an IT consulting company based in Geneva as .Net and Microsoft SharePoint developer. Ramatou graduated from the Swiss Federal Institute of Technology in Lausanne (EPFL), with a Master in Computer science and Communication Systems. During her studies, she developed web solutions and managed MySql databases for the city of Geneva (Switzerland) and Ecost Energy, Lausanne (Switzerland). Ramatou is from Benin in West Africa.

SOPHIE VAUDROZ - Accountant

Sophie joined BlueOrchard in April 2009 as accountant. Before this she has worked as accountant for 12 years in different companies and she obtained the Brevet fédéral of specialist in finance and accountancy in 2007. She has a large knowledge of general and cost-accounting that she learned in fiduciary (Bonnefous & Cie SA et Richa & Partners SA) and public foundation (Fondation des parkings). Her different experiences taught her financial, commercial and state accountancy. She was also in charge of administrative and accounting procedures that she had to put in place and follow up .

ARMINDA MONIN - accountant

Arminda joined BlueOrchard in September 2009 as accountant. She works in collaboration with Sophie Vaudroz. She obtained her Maturité Commerciale in 1995 and has been an accountant for more than 10 years now. During seven years she managed the general accounting of four subsidiary companies. To accrue her knowledge, she was also in charge of treasury department for one year. In 2003, she participated to the creation of an independent company for which she prepared all accounting structures and processes.

ALINE CRETTOL - Office manager

Aline has joined BlueOrchard in May 2008, she is in charge of HR and of the events organisation. Aline is fluent in 6 languages. She brings extensive office management experience to the company and a wealth of direct SME experience from her previous career in companies like Top-Man Software. She also worked in some of the big groups, like Air Liquide and has studied both in the UK and Switzerland.

LURDES MALLON - Office Manager and Bookkeeper, BlueOrchard USA Office

Before joining BlueOrchard in March 2008, Lurdes spent nine years at CW Group, a leading healthcare venture capital firm with over $350 million in assets.  She worked directly for the Chief Financial Officer and managed the day to day operations of the office and all accounting and administration of the funds.  Lurdes speaks English and Spanish.

JESSICA DIAZ - Office manager, BlueOrchard Lima Office  

Jessica joined BlueOrchard in November 2009. Before joining BlueOrchard, Jessica worked for Edyficar, one of the biggest MFI in Peru, for two years as a treasury analyst. Prior to this, she spent two years as accountant analyst in the major insurance company in Peru. She graduated in Business Administration and Finance in Peru. She has a specialization in Risk.

BlueOrchard Finance S.A. Advisors & Consultants

LISA SHERK
BlueOrchard Finance S.A. - Head of Portfolio Analytics

Prior to working in the field of microfinance, Lisa spent 14 years working in investment management in emerging markets fixed income. Most recently, she was a managing director at the Atlantic Advisors, an independent fund advisory company in New York, and held previous positions at Wasserstein Perella Emerging Markets andthe Asset Management Group pf Swiss Bank Corporation (now UBS). Prior to joining BlueOrchard, she conducted various microfinance consulting assignments with Gray Ghost Microfinance LLC, MEDA, and Pro Mujer International. Lisa holds a MA in International Affairs from Columbia University and a BA in Economics and History from McGill University, Canada. 

CEES VAN GESSEL
Advisor to the Management Committee

Before becoming advisor to BlueOrchard Finance S.A., Cees enjoyed a long and outstanding career with ABN AMRO Bank as Group EVP. His main areas of interest have been in Corporate Finance, Treasury, and Relationship Management. After retiring as Global Head of Financial Institutions, Cees became an independant advisor to companies and institutions on Corporate Social Responsibility issues and investments. He now advises BlueOrchard on opportunities provided by institutional investors in the support of microfinance investments. Cees is based in Amsterdam, The Netherlands. He obtained a Doctor's degree in Law from Leiden University.