César Daguet, CIIA

Critic
DISC Type : C

Fund Manager & Fund Selector at The Forum Finance Group SA | Geneva | Switzerland

Geneva, Geneva, Switzerland

Overview

César Daguet is an award-winning Fund Manager and Fund Selector at The Forum Finance Group in Geneva. An EPFL graduate with a Masters in Mechanical Engineering, he holds both CIIA®️ and Certified Impact Analyst certifications. He was recently recognized in Citywire Selectors "40 under 40" and as Fund Selector of the Month.

He has a multidisciplinary background, with his engineering education complemented by a Master Thesis at the University of Melbourne, where he researched fluid turbulence. Early in his career, he developed strong communication and leadership skills as an event team leader, giving him a diverse skill set beyond finance.

Unique fact: He co-hosted a podcast providing a basic introduction to Artificial Intelligence, highlighting the risks and opportunities associated with the disruptive technology.

Personality Overview

ROI Driven

Objective Thinker

Precise

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Fund Selection
He was recently named "Fund Selector of the Month" by RankiaPro Europe and was included in the Citywire Selector "40 under 40" list for 2025.
Artificial Intelligence
Co-hosted a podcast for The Forum Finance Group to introduce the fundamentals of AI, discussing its potential risks and market opportunities.
Impact Investing
He is a Certified Impact Analyst, indicating a professional focus on investments that generate a positive social or environmental impact alongside financial returns.

Media Appearances

César has no verified media appearances

Work History

9-2021
Fund Manager & Fund Selector at The Forum Finance Group SA | Geneva | Switzerland
2-2018 - 3-2022
Portoflio Manager & Risk Manager at The Forum Finance Group SA | Geneva | Switzerland
9-2016 - 5-2017
Research Assistant at The University of Melbourne
2-2016 - 6-2016
Mechanical Engineer graduate intern at Qloudlab SA
2-2015 - 12-2017
Brand Ambassador, Event Team Leader at triplem Human Emotion Sàrl

Education

2011 - 2017
Master's degree from EPFL
2016 - 2017
Master Thesis from University of Melbourne

More Information

Social Presence :

Prographics :

Exp : N/A Location : Geneva, Geneva, Switzerland Job Level : N/A Designation : Fund Manager & Fund Selector at The Forum Finance Group SA | Geneva | Switzerland
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Insights For Selling To César

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with César is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from César

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will César move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can César take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And César

Personality Compatibility


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