Louis-Marie Toupet

Critic
DISC Type : C

Lecturer : Portfolio Optimisation & Bloomberg Tools at Faculté des Sciences Économiques de l'Université de Rennes

Paris, Île-de-France, France

Overview

Louis-Marie Toupet is a Portfolio Manager at QUAERO CAPITAL specializing in fixed income and multi-asset strategies. With a Masters degree from Université de Rennes I and a background in risk management from DNCA Finance, he manages several bond funds and allocates capital across diverse asset classes.

He returns to his alma mater, the University of Rennes, as a part-time lecturer, training finance students on portfolio optimisation and Bloomberg Terminal functionalities.

Personality Overview

Objective Thinker

ROI Driven

Precise

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Fixed Income Management
As a member of the fixed income team at QUAERO CAPITAL, he is one of the portfolio managers for the Bond Investment Opportunity fund.
Multi-Asset Allocation
Focuses on allocating capital across equities, fixed income, and alternative assets in line with specific investment objectives and risk profiles.
Financial Risk Management
Developed analysis models and decision support tools as an Assistant Risk Manager at DNCA Finance, monitoring market, liquidity, and counterparty risks.

Media Appearances

Louis-Marie has no verified media appearances

Work History

1-2022
Lecturer : Portfolio Optimisation & Bloomberg Tools at Faculté des Sciences Économiques de l'Université de Rennes
1-2019
Portfolio Manager at QUAERO CAPITAL
6-2018 - 1-2019
Assistant Portfolio Manager at QUAERO CAPITAL
4-2017 - 8-2017
Assistant Risk Manager at DNCA Finance
5-2015 - 6-2015
Assistant auditor at Cabinet d'expertise comptable Guillaume Le Cam

Education

2016 - 2018
Master's degree from Université de Rennes I
2013 - 2016
Bachelor's degree from Université de Rennes I

More Information

Social Presence :

Prographics :

Exp : 8 Location : Paris, Île-de-France, France Job Level : Middle Designation : Lecturer : Portfolio Optimisation & Bloomberg Tools at Faculté des Sciences Économiques de l'Université de Rennes
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Insights For Selling To Louis-Marie

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Louis-Marie is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Louis-Marie

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Louis-Marie move?

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

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

You And Louis-Marie

Personality Compatibility


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