Samantha Naleski

Samantha Naleski is an Executive Director at Julius Baer, a prominent Swiss private banking group.12 She is part of the Direct Private Investments team at the bank, where she plays a key role in sourcing and analyzing investment opportunities for clients.1

Professional Experience

Naleski has a diverse background in the financial services industry:

• Executive Director at Julius Baer: In this role, she focuses on direct private investments, helping to curate a pipeline of interesting investment opportunities for the bank's clients.1

• Previous Positions: Before joining Julius Baer, Naleski held positions at other top financial firms, including UBS.

Expertise

Samantha Naleski's expertise lies in several areas:

• Deal Sourcing: She is involved in identifying and evaluating high-growth private companies for potential investment.1
• Market Analysis: Naleski has experience in analyzing market trends and deal activity in the private investment space.1
• Investment Strategy: She contributes to the team's focus on fast-growing companies with established business models, particularly those addressing sizable markets with niche and proprietary technology.1

Notable Insights

In her role at Julius Baer, Naleski has provided insights on the private investment landscape:

• She has noted that deal activity in recent quarters has been exceptionally high, making it challenging for individual investors to access the right deals.1
• Naleski emphasizes the importance of finding great companies at attractive valuations, which involves looking across different geographies and sectors to identify mispricings and opportunities.1

Samantha Naleski's LinkedIn profile can be found under the username samantha-naleski-26636514, reflecting her professional presence in the financial services industry.2