Founder and Managing Director
He used to work with Citigroup Asset Management in Great New York and BNP Paribas in Hong Kong. He worked as Investment Strategist at Target Capital Management Ltd and Deputy Director at Burgeon Group (a VC firm in Hong Kong).
He has more than 10 years of extensive experience in research and investment in equity, mutual fund, bond and private equity markets in US, Europe, Hong Kong and China. He is extremely proficient in value investment, technical analysis, macro analysis, arbitrage and portfolio management. Above of all, he has very outstanding performance of investment. He held Hong Kong Securities and Futures Commission Type 1, 4, 9 (asset management) licenses, is a member of Hong Kong Federation of Insurance. He holds the fund management license of Asset Management Association of China.
He obtained Master of Education from New York University and MBA from University of Hong Kong and London Business School.
Chief Market Strategist
He has nearly 25 years of solid experience in investment. He used to work with top financial institutions including Oppenheimer, Wells Fargo, Citigroup and Morgan Stanley. He was in charge of research and trading of fixed income, derivatives and commodities.
He got his MBA from New York University Stern Business School and BA of Business Administration from Rutgers, The State University of New Jersey – Camden.
Risk Management Manager
He had worked in CAI Business Indepth and VL Asset Management. He is familiar with equities research, financial analysis and quantitative trading.
He holds a Bachelor of Computer Engineering from CUHK and a Master of Finance from HKUST.
Vice President of Investment Research
She used to be a research analyst at Guangzhou Securities, a private equity investment analyst at Fosun Hani Securities and a research analyst at a global hedge fund South 7 Capital.
She obtained her BA of Financial Economics from Columbia University.
Senior Equity Research Investment Analyst
Worked and studied in the United States for more than 10 years. He was a Portfolio Analyst at State Street Corporation in Boston, where his managed IBM 401(k) contribution plan.
Prior to that, he was an Alternative Investment Analyst at Brighton House Associates in Boston, where he worked closely with institutional investors and provided them with capital allocation advisory in alternative investment projects and deals.
Truman holds a master’s degree (M.S. in Applied Analytics) from Columbia University and a M.S. in Entreprenurial Leadership from Babson College. He also earned his Bachelor of Science in finance from Bentley University with a duo minor of economics and politics.
Vice President of Investment and Business Development
She worked as the client service manager at Standard Chartered (China) and market specialist at CBG Travel & Y G Holiday in London. She was very active in academic activities. She has rich experience in marketing, promotion and business development. She is familiar with financial products and has solid research background.
She obtained Master of Accounting and Finance from University of Leicester and BA of Franchise Management from Beihang University.
Investment Support Manager
Worked as a Senior Wealth Management Consultant at Convoy Global Holdings Limited (stock ticker: 1019.HK) she provided one-stop insurance, MPF, and fund investment planning services to high-end customers. She served as a Customer Service Officer at Noble Apex Wealth Limited, which provides financial planning services for high-end clients and management of insurance services for the company.
She obtained BA of Economics and Finance from Hong Kong Shue Yan University.