Invests in
Sectors:
Min Investment:
$10,000,000.00Max Investment:
$50,000,000.00Target Investment:
$25,000,000.00
Skills
Education
- TU
Lists including Yifan
Work Experience
2020
Principal
2023
Vice President
2021 - 2022
Lead investment / deal diligence processes. Runway is a venture debt focused private credit fund providing growth capital to early / growth stage companies in technology, life sciences, and consumer industries
Associate
2020 - 2021
QB investment / comprehensive deal diligence processes. Runway is a venture debt focused private credit fund providing growth capital to early / growth stage companies in technology, life sciences, and consumer industries
2017 - 2020
Senior Associate
2017 - 2020
Founding team member building the private investment firm for the Marks family. Focused on long-term oriented direct private equity / control investing in industrial / business services, P&C insurance, and consumer industries Howard Marks is co-founder and co-chairman of Oaktree Capital. Oaktree is a global investment firm with ~$100+ billion of assets under management and ~1,000 employees across 18 offices.
2016 - 2017
Finance Lead
2016 - 2017
Driver is a first-in-kind consumer platform that connects cancer patients to the world's largest and most advanced inventory of treatments, empowering the patient to be the Driver of their care. Our team of dedicated entrepreneurs, product managers, engineers, scientists, and physicians, all share a common mission to create a world in which every cancer patient has access to the best treatments and is empowered with the information and confidence to make the best decision.
2014 - 2016
Investment Banking Analyst
2014 - 2016
Global Industrial Group
2013 - 2013
Investment Banking Summer Analyst
2013 - 2013
Global Industrial Group
2010 - 2013
Resident Assistant
2010 - 2013
2012 - 2012
Summer Analyst
2012 - 2012
Interest Rate Derivatives Sales & Trading
2012 - 2012
Analyst - Energy Sector
2012 - 2012
- Created research report discussing economic, industry, and company-specific analysis for the $200,000+ University-held portfolio - Constructed Excel valuation models to forecast target equity prices using DCF, relative P/E, fundamental P/E, and DDM valuation techniques; primary coverage: Southwestern Energy Company (NYSE: SWN)
2011 - 2011
Intern - Mutual Funds & Fixed Income Product Management
2011 - 2011