Otto Friedrichsen

Examiner
DISC Type : cs

Viceinvesteringsdirektør (dept. CIO), Partner at Formuepleje

Central Denmark Region, Denmark

Overview

Otto Friedrichsen is a Deputy CIO and Partner at Formuepleje, responsible for portfolio composition and investment strategy. He has been with the firm since 2011 and holds a M. Sc. in Finance from Aarhus School of Business, where he also serves as an external lecturer.

He is a prominent voice in the Danish financial community, frequently sharing his expertise through public speaking engagements at universities and business events. He also holds events at venues like the Aarhus Golf Club, suggesting a possible interest in the sport.

Unique fact: Otto is a regular media commentator, providing market analysis for outlets like TV2 NEWS, the podcast "Millionærklubben", and the newspapers Børsen and Finans.

Personality Overview

Status Quo Seeker

Process Oriented

Late Adopter

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Market Commentary
Frequently appears on TV, radio, and in financial newspapers to provide analysis on market movements and economic trends, making him a public figure in Danish finance.
Investment Strategy
His core responsibility is portfolio strategy. He has spoken specifically about macro and regime-based asset allocation, as well as the investment philosophy of Warren Buffett.
Financial Education
Serves as an external lecturer at Aarhus University, teaching portfolio analysis, and speaks at student-run events, showing a commitment to educating the next generation of finance professionals.

Media Appearances

Otto has no verified media appearances

Work History

2-2024
Viceinvesteringsdirektør (dept. CIO), Partner at Formuepleje
3-2018
Head of Equities, partner at Formuepleje
4-2013 - 3-2018
Equity Strategist at Formuepleje
7-2011 - 4-2013
Portfoliomanager at Formuepleje
2-2010
External Lecturer at Aarhus University, Aarhus School of Business & Social Science

Education

1998 - 2004
M.Sc. Finance from Aarhus School of Business
2005 - 2005
non degree course from Columbia Business School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Central Denmark Region, Denmark Job Level : Leadership Designation : Viceinvesteringsdirektør (dept. CIO), Partner at Formuepleje
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Insights For Selling To Otto

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Otto is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Otto

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Otto move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Otto take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Otto

Personality Compatibility


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