Andre is the portfolio manager for the Passive Index, Active Index, Income, Energy and Unconstrained Portfolio strategies. Andre possesses a combination of investment banking, private equity, and industry executive management experience. Andre founded Octavia Investments LLC in 2013.
Prior to founding Octavia, Andre was the Chief Operating Officer and Chief Financial Officer of Tokyo Japan-based PGM Holdings (TSE:2466), a Tokyo Stock Exchange publicly traded real estate hospitality company, where he ran all aspects of operations as well as the finance organization, including working with institutional investors. He also spent three years leading corporate buyouts in Tokyo for Lone Star Funds (PGM's largest shareholder). Previously, he spent 10 years as an investment banker, the majority of which with Citigroup based in Silicon Valley focused on technology companies, as well as with Credit Suisse based in Houston, Texas focused on energy companies. Andre received his MBA from UCLA's Anderson School of Management and a BA in the Humanities from the University of Texas at Austin.
Founder and President