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Claus Hilpold
Managing Partner at POLARIS Investment Advisory AG
Professional Background
Claus Hilpold is a distinguished figure in the field of investment advisory, serving as the Managing Partner of POLARIS Investment Advisory AG based in Zurich. In this pivotal role, Claus provides expertise and guidance to institutional investors regarding alternative investment strategies, helping them navigate the complex landscape of investment opportunities. His deep understanding of market dynamics and alternative strategies has made him a sought-after advisor in the investment community.
Before taking the helm at POLARIS, Claus garnered valuable experience at Harcourt Investment Consulting AG from 2004 to 2008, where he excelled as the Head of Business Development focusing on the German and Austrian markets. His efforts in this position were instrumental in developing growth strategies that benefited both his clients and the organization.
Claus began his illustrious career at Commerzbank AG in Frankfurt, working within the Derivatives Structuring Team. Here, he was primarily responsible for structuring and marketing hedge fund-linked products across Germany, Austria, and Switzerland, further solidifying his credentials in the field of financial investment and alternative strategies.
Adding to his wealth of experience, Claus is also a co-founder and Chief Marketing Officer at L1 Digital, which reflects his entrepreneurial spirit and commitment to advancing the investment advisory field.
Education and Achievements
Claus Hilpold's academic credentials lay a solid foundation for his career achievements. He obtained his degree from the University of Applied Sciences in Lahr, specializing in Business Administration with a focus on Banking (Diplom Betriebswirt - FH). Additionally, as part of a work-integrated study program, he earned a second degree in Bank Management (Diplom Bankbetriebswirt - ADG) from the Akademie Deutscher Genossenschaften Montabaur. These qualifications highlight his comprehensive understanding of the banking and financial services sectors.
In pursuit of professional excellence, Claus has continuously advanced his financial expertise and holds the prestigious Chartered Financial Analyst (CFA) designation since 2004, as well as the Chartered Alternative Investment Analyst (CAIA) certification achieved in 2008. These certifications signify his commitment to adhering to the highest standards in investment analysis and management.
Notable Publications
Claus has contributed notably to the body of knowledge in alternative investment strategies. He is a co-author of the influential books "Alternative Investment-Strategien" published by Wiley Verlag in both 2005 and 2013, and "Innovative Investment-Strategien" released by Gabler Verlag in 2010. Through these works, he has shared insights and strategies that have proven valuable for both investors and fellow professionals alike. In addition to his book contributions, Claus has penned various articles examining alternative investment strategies, becoming a respected voice in the field.
Teaching and Community Involvement
Since 2004, Claus has also dedicated part of his professional life to education, serving as an instructor at the Finanzakademie of the European Business School in Oestrich-Winkel. He focuses on imparting knowledge about Alternative Investments and Commodities, providing students with the tools to navigate the evolving landscape of investment options. His role as an educator illustrates his commitment to fostering the next generation of investment professionals, ensuring they are equipped with a robust understanding of key financial concepts.
Specialized Investment Strategies
Claus is adept in various specialized strategies within the realm of alternative investments. POLARIS offers independent boutique asset management with a range of investment strategies:
- Core Plus OECD Unlisted Infrastructure
- US Senior Secured Loans
- European Middle-Market Lending
- US Mid-market sponsored Mezzanine Financing
- Insurance Linked Securities
- Long Short Equity US Small Cap
- Long Short Equity Europe Sector TMT & Energy
- D-A-CH Credit Opportunity
- CTA/Managed Futures (Mid-term trend-following)
This strategic focus exemplifies his comprehensive approach to alternative investments, catering to a diverse clientele seeking tailored investment solutions.
Through his extensive experience, keen insights, and commitment to enhancing the investment advisory landscape, Claus Hilpold continues to be a remarkable contributor to the field of financial services. His career reflects an exceptional blend of education, professional growth, and a strong desire to help institutional investors thrive in their investment endeavors.
Achievements
