Locations:
Min Investment:
Max Investment:
Target Investment:
2019
2018
2017 - 2018
2017 - 2018
Responsible for the overall growth of the company, marketing and business strategy, investor relations and capital fundraising.
2015 - 2017
2015 - 2017
• Responsible for US equity sales and trading • Developed and managed relationships with institutional clients (Pension Funds, Mutual Funds, Hedge Funds, Family Office) • Provided clients with market information, market commentary, and research-based execution advice • Sourced investment ideas, prepared daily notes, and helped clients with proprietary research and valuation • Organized conferences, shareholder’s meetings, and corporate roadshows • Managed relationships with 3rd party research providers (largest global Investment Banks)
2015 - 2015
2015 - 2015
• Managed European and US equity fund • Generated both equity long and short ideas in Europe and North America • Conducted due diligence, created detailed models, formulated recommendations and managed position-specific hedging • Focused on value investments, including both regular investments and long-term deep value investments o Value investments with top down idea generation and bottoms-up fundamental research o Tracked and followed macro trends in multiple sectors and geographies combined with extensive bottoms-up fundamental work for specific companies based on macro views o Worked with investments that have legal, accounting, and regulator uncertainties to identify investment opportunities
2015 - 2015
2015 - 2015
• Made buy/sell recommendations on the Global Equity long-short portfolio • Analyzed market trends, conditions, and developments to formulate effective and profitable trading strategies; minimized risk through careful management of positions • Conducted fundamental research with strong focus on consumer, technology, pharmaceutical and real estate
2010 - 2014
2010 - 2014
• Conducted fundamental research on a broad range of sectors; strong focus on currencies, direct selling, housing, and retail • Provided analysis on companies and industry trends and provided recommendation for long and short investment ideas • Attended meetings and developed relationships with company management teams, sell-side analysts, and industry experts • Conducted due diligent research with site visits and participated in investment thesis development across a range of industries • Worked with investment team to evaluate existing investments as well as new investment opportunities • Interviewed senior management, customers, suppliers, and competitors to conduct value added research • Conducted in-depth fundamental research on the Hong Kong Dollar, US Housing, and Multi-Level Marketing Industry
2008 - 2010
2008 - 2010
• Worked on all aspects of consulting assignments including data gathering, analysis and documentation of business processes • Researched and forecasted future trends in various industries and individual companies • Created quantitative and statistical business models • Heavily involved in creating pitch books and marketing materials • Assisted MMG’s clients in achieving better economic performance through: technology re-alignments, business process innovations and organizational restructuring
2009 - 2009
2009 - 2009
• Developed strong interpersonal skills by having close professional relationships with several high net worth clients