AUM THAKKAR

- Supporting investor relations, capital formation and business development initiatives across Aerospace & Defence, Telecom and HealthTech Venture Capital Funds. - Managing relationships with organisations linked to NATO and the European Investment Fund (EIF). - Assisting with LP engagement, DDQs, investor presentations and fundraising materials for institutional investors, family offices, sovereign-related entities and strategic stakeholders. - Coordinating communication and information flow between General Partners and prospective investors, supporting investor servicing, relationship management and fundraising processes across European private markets. - Conducting market, sector and investor research across DeepTech, DefenceTech, Telecom and SpaceTech to support investment sourcing, strategic outreach and fund growth initiatives.

Investment Analyst | UCEA Capital Group (London HQ – New York Team) LP & Co-investments -At UCEA Family Office, I support cross-border investment initiatives for the New York team, focusing on Defence, life sciences, advanced technology, real estate, sports and renewable energy. -My role involves conducting financial analysis, due diligence, and market research to identify and evaluate investment opportunities aligned with the firm’s global portfolio strategy. -I assist in transaction execution, build and maintain financial models, and prepare investment presentations and memos for senior management. -I also contribute to investor engagement, connecting family offices, institutional investors, and venture partners across the UK and USA. - You can reachout to me on aum.thakkar@ucea.pt

- Conducted in-depth market research on global commodities, with a focus on Brent crude oil, analyzing supply-demand dynamics, geopolitical risks, OPEC+ production decisions, and technical/fundamental indicators to produce actionable forecasts. - Developed weekly outlook reports on Brent crude oil, providing base, bullish, and bearish case scenarios, supporting DFR’s macro analysis coverage with insights for investors and stakeholders. - Created gold and silver market outlook reports, tracking interest rates, Fed policy updates, US dollar movements, and industrial demand trends to inform medium-term commodity forecasts. - Produced nickel and cobalt reports, analysing supply constraints, mining issues, and emerging demand in renewable energy and electric vehicle sectors. - Monitored Bloomberg news, central bank updates (including Jerome Powell), and other market data sources to maintain up-to-date intelligence across commodities. - Utilised technical and fundamental analysis, including trend evaluation, key support/resistance levels, and market indicators, to forecast commodity price movements. - Collaborated with the DFR team to produce clear, professional research reports for internal review and publication. - Gained exposure to global commodities markets, including energy, precious metals, and base metals, while enhancing research, analytical, and financial communication skills.

- Conducted surveys and interviews to identify key concerns and "pain points" of freshers, providing actionable insights to inform campaign strategy. - Collaborated with the IF Futures team to plan and execute a summer campaign targeting incoming and returning university students for the 2025 academic year. - Assisted in developing campaign plans, including outlining actions, expected outcomes, and required resources with costings. - Created digital content and contributed to report writing for marketing and student engagement initiatives. - Created a thorough LinkedIn strategy for the overall growth of IF Futures and developed the plan for the next six months. - Gained experience in strategic planning, market research, and collaboration across teams, working closely with marketing and product management functions. - Applied communication and critical thinking skills to recommend improvements for future campaigns targeting university communities.

- Created a Business Model along with a strategic plan for Nomie's current and future expansion goals, supported with competitor analysis and market presence. - Supported day-to-day operations of a Nigerian business, assisting in prep, service, and logistics for both regular operations and pop-up events. - Managed administrative workflows, including inventory checks, bookings, and responding to customer enquiries, contributing to operational efficiency. - Coordinated with a diverse team and engaged with customers, developing strong communication, teamwork, and cultural competence skills. - Conducted research and provided insights for business development, helping refine operational and marketing strategies. - Assisted in digital content creation and, upon request, created a strategy for LinkedIn. - Proposed and implemented small process improvements in admin operations, enhancing overall efficiency and customer experience. - Gained hands-on experience in entrepreneurial thinking, creative problem solving, and community-centered business management.

- Conducted research on Middle East financial markets, including green sukuk, green bonds, and other sustainable finance instruments. - Liaisoned with the press, universities, and international partners (including a team from France and directors from Saudi Arabia’s Public Investment Fund) to establish collaborations. - Assisted in planning and executing the international Islamic finance conference and supported the growth of the Journal of Middle Eastern Banking, Economics and Policy. - Developed outreach strategies, drafted call-for-papers, promotional materials, and social media content to engage academics and professionals. - Created a strategic and financial plan for the conference, including budgeting, sponsorship targets, pricing tiers, and revenue streams. - Assisted in conference setup and coordinated academic engagement, contributing to overall project management and planning. - Supported recruitment of new interns, conducting interviews and background checks. - Helped set up the ESG framework for the organisation, supporting ethical and sustainable finance initiatives.

-Bolton Real Estate is a boutique luxury property firm specializing in sales, lettings, and property management across London's prime areas, including Kensington, Mayfair, Knightsbridge, and Marylebone. -Supported investor relations through client communication, coordinating requirements across real estate investments and maintaining engagement with high-net-worth investors -Facilitated over high-value transactions by providing in-depth market analysis and client insights. -Streamlined lettings operations, reducing average deal closure time by more than 20% through process optimization. -Developed and implemented a tenant-landlord dashboard concept to enhance real-time property performance tracking. -Established partnerships with educational consultants, creating a pipeline for international student accommodations. -Maintained a good client retention rate by delivering tailored property management solutions for UHNWIs.

- Produced a detailed fundamental equity report on Ferrari, integrating strategic comparisons across ultra-luxury automotive brands (Porsche, Aston Martin, Mercedes-Benz) and aspirational luxury houses (Hermès, LVMH, Gucci). -Recommended a SELL rating, despite Ferrari’s strong fundamentals (EBITDA margin 38.3%, ROE 43.07%, FCF €1.14B), based on a blended valuation approach that revealed significant downside risk. -Built a custom Discounted Cash Flow (DCF) model (75% weight), incorporating scenario analysis, FX risk, beta sensitivity, and a firm-specific WACC of 6.99%. Supplemented this with a Relative Valuation framework (25%) to ensure robustness. -Estimated Ferrari’s intrinsic value at €267.68/share versus a market price of €401.50, highlighting overvaluation and potential compression risk over a 12–24 month horizon. -Evaluated Ferrari’s engineered scarcity model, including exclusivity-driven pricing, UHNW loyalty-based allocations, F1 R&D integration, and ecosystem monetisation (Trento partnerships, NFTs, experiential events). -Embedded ESG analysis using Bloomberg ESG Dashboard and SASB frameworks, noting Ferrari’s strong governance but weaknesses in social and sustainability dimensions. -Applied a macro overlay, factoring in China’s ICE taxation, the U.S. luxury car demand surge, and EU’s EV transition mandates.

• Represented SAMP Cricket Group at major conferences, investor meetings, and trade events, focusing on expanding the group’s presence in the EMEA region. • Acted as a key front-end representative of the organisation, interacting directly with investors, stakeholders, and brand partners to promote strategic opportunities. • Successfully onboarded new investors by developing tailored investment proposals and structuring comprehensive exit strategies aligned with organizational goals. • Played a pivotal role in identifying and securing unique investment opportunities in emerging high-growth ventures across the sports investment sector. • Spearheaded investor relations by maintaining key partnerships, negotiating trade agreements, and fostering long-term strategic alliances with stakeholders, brands, and industry leaders. • Demonstrated excellent communication skills to effectively articulate the SAMP Cricket Group’s value proposition, growth strategy, and investment opportunities to a diverse global audience. • Led early-stage investment initiatives by proactively analyzing emerging market trends and positioning the organization for future growth. • Recognized by senior leadership for strategic vision, business development capabilities, strong client engagement, and commitment to strengthening the group’s global investment footprint.

• Managed real estate portfolio strategies by identifying and evaluating high-potential properties aligned with the company's investment goals. • Negotiated property acquisitions at favorable market rates through direct dealings with sellers, auctioneers, and intermediaries, ensuring maximum value creation. • Structured property acquisitions and rental models to enhance rental yields and asset value, contributing to overall portfolio profitability. • Coordinated closely with investors to design and execute tailored exit strategies, optimising returns from property sales. • Led fund allocation and portfolio diversification initiatives to balance investment risks and maximise portfolio performance. • Conducted in-depth market trend analyses, due diligence reviews, and competitive assessments to inform investment decisions. • Played a front-end role in investor relations, presenting investment opportunities persuasively and fostering strong partnerships. • Recognised for exceptional analytical ability, strategic thinking, and communication skills in executing high-value real estate transactions and managing stakeholder expectations.

Subjects: Asset Pricing, Valuation, Private Equity & Venture Capital, Bond Market Strategies, Mergers & Acquisitions, Financial Derivatives, Corporate Finance, Commercial Investment Banking. Activities & Societies: KCL War Studies LSE Political risk and Investment QM Banking & Finance KCL Diplomacy Society QM Hindu Society

Book Keeping & Accounting - 96/100 French - 84/100 Activities: Rotaract Club Entrepreneurship Development Cell Public Relations