Chief Product Officer

• Jan 2022 - Present

Managing Director, Head of EMEA & APAC ETF Product

• Feb 2016 - Dec 2021

Director, Product Strategy

• 2012 - 2016

The firm was acquired by WisdomTree and Legal & General in 2017. • Researched, structured and built innovative exchange traded products (UCITS & non-UCITS); assess, identified and recommended strategic initiatives and global partners. • Product Specialist for designated products, including Smart Beta, Cybersecurity, China A-shares, Robotics & Automation…etc – managed relationship with strategic partners, coordinated marketing strategies, shaped product pitches and liaised with sales in events and client meetings. • Tripled the AUM of the Robotics & Automation ETF in 3 months since becoming the product specialist of the fund. • Led the product strategy function of the firm’s Australia product range under the newly founded JV with ANZ, the leading bank in Australia – conducted market & competitor research for the local market. • Initiated one of Europe’s first physical China A-share RQFII ETFs – pitched the product, identified and negotiated with strategic partner, structured and launched the ETF within 9 months. • Built the firm’s first physical equity ETF capability within 6 month.

Associate Director, ETF Product Structuring & Research

• 2010 - 2012

• Drove and assessed the evolution of products’ life. • Led product launches: Researched, devised, developed, structured and managed the launch of new exchange traded products. • Launched Europe’s first in-kind Russian ETF; grew total assets by 183% in 2011; completed the emerging market product range in 2011. • Led the discussion and research of ETF-related regulatory issues and consultation across different businesses within the Group. • Worked closely with sales and traders to shape sales strategies and business development; conducted market research, product analysis, and prepared whitepapers to promote products both internally and externally. • Defined topical market update and monitored competitors’ positioning systematically. Seconded to HSBC Global Asset Management as Product Specialist for ETFs and index funds (in Feb 2012).

Capital Markets and Product Analyst

• Jan 2007 - 2010

The firm was acquired by WisdomTree and Legal & General in 2017. • Employee #2 in the startup firm that grew AUM by 200x; established the firm as Europe’s 4th largest ETP provider. • Structured, modelled, built and launched global ETPs (exchange traded products, including exchange traded funds and exchange traded commodities). • Developed pricing models and control tools to monitor security performances and operations for ETPs. • Participated in product development and structuring projects: conducted relevant market research and analysis. • Maintained relationship with market makers, presented pricing models and advised on hedging strategies as capital market specialist. • Assisted in listing products globally; coordinated with the exchanges, regulators and data vendors. • Index review: liquidity and detailed analysis such as UCITS eligibility, built customised indices and managed relations with index providers.

Financial Advisor and Stockbroker

• 2003 - 2004

Yuanta Securities (previously Polaris Securities Co.) • Financial Advisor and Stockbroker at the largest security house and ETF provider in Taiwan. • Executed daily trades of equity securities, ETFs, futures and options. • Pitched investment ideas to institutional investors, and helped devise investment strategies for individual investors. Yuanta Securities (previously Polaris Securities Co.) • Financial Advisor and Stockbroker at the largest security house and ETF provider in Taiwan. • Executed daily trades of equity securities, ETFs, futures and options. • Pitched investment ideas to institutional investors, and helped devise investment strategies for individual investors.