Jose Pedro Caldeira

J.P. was born in 1959 in Lisbon (Portugal) and had a bi-cultural basic education at Deutsche Schule Lissabon. He left Portugal when he was 21, and has since lived in France, Germany, Chile and Switzerland, with short-term stays in Brasil, Spain and Taiwan.

After living more than 20 years in the Lausanne region, he has become a Swiss citizen in 2012. He’s married and has 2 grown-up children and a Jack Russel Terrier.

He studied Economics at Universidade Catolica Portuguesa in Lisbon, from which he graduated in 1981. Subsequently, he was hired by its alma-matter as an assistant-professor in Microeconomics and Welfare Economics.

In parallel, he enrolled in a Masters program in Operations Research in Instituto Superior Técnico, Lisbon. He did not complete his thesis, because he left to Fontainebleau, where he joined INSEAD as a research assistant under the supervision of Prof. Antonio Borges, who later became Dean.

In 1984 he completed the INSEAD MBA Program with Honors.

He then moved to Germany, where he worked for BASF (a chemical multinational) at its Corporate Finance Division in Ludwigshafen, the company’s headquarters. His fields of activity included Treasury, Management accounting, FP&A, MIS and Project finance. He also performed various missions abroad in support of foreign subsidiaries.

In 1989 he joined the Espirito Santo Group (a diversified family business group with origin in Portugal) at its finance company in Lausanne – Switzerland, where he was part of the team that led the return to the ES Group of its banking and insurance operations in Portugal.

In 1999 the Group was granted a banking license by the swiss supervisors and he became the CEO of the new Private Bank. Under his tenure the bank developed significantly and became the centralized operational center for International Private Banking within the ES Financial Group.

He served as Non-Executive Director in the Boards of many group subsidiaries (banking and non-banking) in different countries around the world.

In 2011, he was invited to join the Board of Directors of the Swiss foreign banks association where he served 2 terms.

In 2014, severe financial problems at the ES group top-holding company forced the bank to take resolution measures and to enter into liquidation. After overseeing the sale of most of its assets, he was replaced by professional liquidators.

Since then, he has been assisting several start-up companies in the Lausanne area as an advisor or consultant, and joined IMD as an Executive in Residence.