Julien Burki, CFA

Co-Lead PM "Allianz Innovation Souverainete Europeenne" - 350m€ AUM Core Blend fund focused on European Sovereignty and Innovation (SMID Allocation). -1 year performance - 30 sept 24’ – 30 sept 25’ = (Gross Alpha : +9.80%) - Since Inception (March 2024) as of 30 sept 24’= (Gross Alpha : +12.45%) (+7,75% Annualized) - Benchmark - 85% MSCI EMU index + 15% MSCI EMU Small Cap index https://global.morningstar.com/fr/investissements/fonds/0P0001UH4C/cours Highly involved in the stock picking, daily management, marketing & client management of the Equity Conviction Franchise. • Equity analysis: Detailed investment cases presented to the Equity platform discussing my views and recommendations on stock picking. • Business Development: Supporting the development of the team: New product/services developments (Sovereignty Fund / Social Fund) , Client/Prospects Meetings, Tailored Proxy voting, IT Tools development

Global Investment Graduate Rotations (4-6 months) : * Credit Research - IG/HY * Socially Responsible Investing - (SRI) Research * Assistant Portfolio Manager - Green Bonds & SRI Credit Funds * Assistant Portfolio Manager - Convertible Bonds Funds * Assistant Portfolio Manager - SRI European Equities & Impact Funds

- Covered Switzerland institutional market promoting In-house funds & products; pitching funds and participating to clients meetings - Close relationship with fund managers discussing market perspective, fund strategy and new product development - Worked on a new product offering (ESG/Fixed Income); discussing with clients and fund managers to understand market needs

Buy Side - Credit Research IG/HY - Tasked with detailed credit analysis of Investment Grade / High Yield companies for the Fixed Income Desk (€6.5 bn AUM) - Worked in complete autonomy in the drafting of credit reports, covering multiple angles such as: Industry outlook, Business model analysis, Fundamental analysis, Financial performance, Liquidity analysis, Capital structure, Credit metrics, etc. - Delivered presentation (written and oral) of each report to fund managers and senior analysts internally - Active participation in road shows / meeting with company management

Ultra High Net Worth - Investment Analyst - Worked with Wealth Managers to create tailor-made investment proposal using a broad range of financial products and services. - Produced detailed portfolio reports; including performances, charts, asset breakdown, geographical breakdown, Max Drawdown etc.. - Supported the Private Bankers in their prospecting work; Prepared and presented a pitch deck on a 3 bn€ net worth family.

Business Management Support Investment Services & Product Solution - Trading Floor - Worked on the Best Execution Process of all the trades to guarantee the best time and best price execution of the Trading Floor - Involved in recurrent controls and regulations standards: Sales Quality Standards, Best execution, etc… - Attended and participated in meetings : Business Control Committees, with CEO and Heads of the company.

Ranked 3rd best Master in Finance Worldwide by the Financial Times' since 2020 Relevant course and grades : 20/20 Fixed Income 18/20 Applied VBA 17/20 Portfolio Management 17/20 Excel Modeling 16/20 Equity Valuation 15/20 Applied Derivatives

- Ranked Among Top 10% (800 Students) - Annual GPA 3.7/4 - Spring Semester in Shanghai Relevant course and grades : 19/20 Corporate Finance 17/20 Innovation & Economics Transition 16/20 Corporate Strategy

- Ranked #1st out of 30 Students Relevant courses and grades: 19/20 Financial Analysis 18/20 International Financial Regulation 17/20 Performance Management & Control

- Ranked Among Top 10% (200 Students) Relevant courses and grades: 18/20 In Accounting 18/20 In Financial Analysis