About the Principal

Samer Hakoura.

Founder & Investment Adviser Representative.

Samer founded Alphyn Capital Management in May 2019 to offer the kind of investment management his own family had needed in the years following a meaningful liquidity event. The practice, bespoke separately managed accounts, guided by accounts the principal owns personally, built to each household's situation, reflects what Samer learned doing the same work for his family.

Three threads

i.

Investment banking.

Samer started his career at Deutsche Bank in London, where he took part in over $11 billion in M&A and financing transactions. The training, underwriting businesses, modeling complex transactions, arguing an investment case from first principles, is the foundation of how Alphyn diligences fund managers and private investments today.

ii.

Operator experience.

After Wharton, Samer joined his family's investment office in London, then managed operating businesses in the Turks & Caicos: a leading supermarket chain in the Turks & Caicos (where he built the processes that enabled rapid expansion), a waste management company that won the national recycling contract, a marina, and several real estate developments. The operator's view, that a business is real things and people, not an idea on a page, is the lens Samer brings to every public company he underwrites and every private fund he diligences.

iii.

Post-liquidity portfolio management.

Following a family business liquidity event in 2013, Samer took on responsibility for managing the family's post-exit capital, sequencing deployment, sizing risk, coordinating with tax and estate counsel through irreversible decisions. The Investment Policy Statement that anchors every Alphyn client engagement is the framework Samer first developed for his own family.

Why Alphyn

What Alphyn is built on.

By 2019 the specific combination, investment banker, operator, post-exit family portfolio manager, was the foundation for what Alphyn would offer. Most recently-liquid founders Samer met were being courted by wirehouses, multi-family offices, and packaged-product platforms; many service models emphasized platform breadth, distribution, or planning scope rather than owner-led portfolio construction. Founding Alphyn was the answer: a focused investment management practice for the recently-liquid operator, built around a real investment policy, securities the principal also holds in his own family-capital accounts, and coordination with the client's CPA and estate attorney rather than competition with them.

Education

• MBA Entrepreneurial Management · The Wharton School, University of Pennsylvania 2005
• MCHEM Chemistry · Oxford University 1998

, Samer

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Disclosures

Samer Samir Hakoura is Founder, Managing Member, and the sole Investment Adviser Representative of Alphyn Capital Management LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Personal CRD: 7129239. No legal or disciplinary events material to a client's or prospective client's evaluation of this advisory business. Additional information is available on the SEC's website at adviserinfo.sec.gov. Form ADV Part 2B (Brochure Supplement) is available on request.

A meaningful portion of the principal's family liquid net worth is invested in accounts that inform the strategies offered to clients. Client and family accounts can differ based on each household's specific circumstances. The principal's investment alongside clients does not, on its own, indicate that any strategy is appropriate or in the best interest of any specific investor. When client and principal/family accounts trade the same security, the firm follows a written trade-allocation policy designed to promote fair and equitable treatment of all accounts over time. Further detail is in Form ADV Part 2A.