French investment group La Française will take a majority ownership in investment advisor Forum Securities Ltd two year years after launching a strategic partnership with Forum Securities’ parent company, Forum Partners. The new integrated platform will be re-branded La Française Forum Securities. The deal is subject to regulatory approval.
PRESS RELEASE
GREENWICH, Conn.–(Business Wire)–Two years after the announcement of their strategic partnership and the successful launch of the La Française Lux – Forum Global Real Estate Securities Fund, Forum Partners, subject to regulatory approval, will transfer an 80% interest in its wholly owned subsidiary, Forum Securities Limited, to La Française. The transfer is expected to close in the first quarter of 2016.
Forum Securities Limited (“Forum Securities”) is an SEC registered investment advisor managing private investment accounts for institutions and family offices, with an investment focus on long-only and hedged global real estate public securities strategies. The business was established in 2009 and has seven full-time employees, six of whom perform investment, advisory and research functions. Employees represent seven nationalities and speak ten languages. Forum Securities has offices in Greenwich, CT (USA), Singapore and London. The team is recognized for its “out of the box” approach.
The new integrated platform will be re-branded La Française Forum Securities and will allow Forum Securities enhanced back office and reporting capabilities as well as stronger business development and client relations support. La Française will continue to expand its international footprint with a presence in the US and Asian markets. Together the firms will look to broaden their product offering to include: infrastructure/commodities, a Sharia compliant listed real estate investment fund, listed Green real estate funds, sector specific listed real estate funds and other customized strategies that meet investor demands.
The existing product line will continue to be managed by the Forum Securities team which will be reinforced to support the expected growth in offerings. Jana Sehnalova, Portfolio Manager within the Forum Securities Limited team, will be the Global Head and Managing Director of La Française Forum Securities and will report to Pascale Auclair, Global Head of Investments of La Française Global Asset Management.
Jana Sehnalova, Global Portfolio Manager
Ms. Sehnalova is Global Portfolio Manager with over 15 years of real estate and equities experience. She is based in the Forum Securities office in Singapore. In the past, Ms. Sehnalova covered European, Australasian and emerging market real estate companies. Before joining Forum Securities, she worked as a Portfolio Manager and an International Analyst in the Global Real Estate Securities team at Citi Property Investors and prior to that at European Investors Inc. She holds an LLM in law (summa cum laude), from Charles University’s Faculty of Law in Prague, Czech Republic and an MBA from the University of Economics in Prague. She participated in the MBA Exchange Program at the University of North Carolina / Kenan Flagler Business School in the US and in the Erasmus Program at the University of Law in Hamburg in Germany. Ms. Sehnalova speaks seven languages.
Philippe Lecomte, CEO of La Française International said, “This is a win-win scenario. Forum Securities will gain full access to La Française resources and global fundraising capabilities. Investors will benefit from a broader real estate investments product line, and La Française will further expand its international development and footprint, by gaining solid exposure to the US and Singapore markets. Real estate, both listed and unlisted, is occupying an increasingly significant percentage of investor asset allocations.”
Jana Sehnalova of Forum Securities said, “We are very excited about the investment and commitment made by La Française. This represents a unique opportunity for our innovative, global team to continue to build out a diversified and complete product range within listed real assets. We are hopeful that the global client network of La Française will find these new products to be valuable additions to their portfolios.”
About La Française
Investing together
Over the course of forty years, La Française has developed core competencies in third party asset management.
La Française has a multi-affiliate business model organized around four core activities: securities, real estate, investment solutions and direct financing. The group caters to institutional and private clients throughout the world.
With 500 professionals and offices in Paris, Frankfurt, Hong Kong, London, Luxembourg, Madrid and Milan, La Française manages 53 billion euros in assets.
La Française is 94% owned by Credit Mutuel Nord Europe (“CMNE”) the bancassurance group present in Northern France and Belgium with total regulatory capital in excess of 2.6bn€ as at 06/30/2015. La Française’s employees and management are also shareholders in the company.
About Forum Partners
Forum Partners Investment Management LLC, along with its affiliates, is an independent global real estate investment management firm managing assets on behalf of institutional investors and family offices via funds and separate accounts. Forum provides growth and/or restructuring capital – as well as governance and capital markets expertise – to small and mid-sized sector focused real estate operating companies with the objective of unlocking asset and enterprise value. Forum has offices in London, Hong Kong, Tokyo, Beijing, Seoul, Singapore, Mumbai, Sydney, Greenwich (Connecticut) and Santa Fe (New Mexico).
Disclaimer
This is a promotional document. The information contained herein is intended for journalist use only. Issued by La Française AM Finance Services, home office 173, boulevard Haussmann, 75008 Paris, France, regulated by the “Autorité de Contrôle Prudentiel et de Résolution” as investment services provider under the number 18673 X, affiliate of La Française.
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