Dion Ng, CAIA
Manager (Investment and Capital Markets Division, Sino-Ocean Logistics) at Sino-Ocean Capital- Claim this Profile
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English Native or bilingual proficiency
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Cantonese Native or bilingual proficiency
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Mandarin Native or bilingual proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA) Level III Candidate
CFA InstituteJul, 2022- Nov, 2024 -
Chartered Alternative Investment Analyst (CAIA) Charterholder
CAIA AssociationMay, 2021- Nov, 2024
Experience
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Sino-Ocean Capital
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China
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Investment Management
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1 - 100 Employee
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Manager (Investment and Capital Markets Division, Sino-Ocean Logistics)
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Sep 2022 - Present
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Analyst (Investment and Capital Markets Division, Sino-Ocean Logistics)
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Jul 2021 - Sep 2022
• coordinate the reorganization of Sino-Ocean Logistics, a Sino-Ocean subsidiary combining logistics real estate, property management, and PE investments• specialise in equity and debt financing – develop equity valuation models, prepare pitch books, and draft transaction documents in bringing in cornerstone investors• engage actively in real estate investment analysis despite having transited to a capital raising roleProjects:• reorganization of Sino-Ocean Logistics involving 40+ portfolio companies and 20+ real estate projects (2022)• closing of an investment of >USD100 million from an international investment bank (2021)• subscription of 30% shares worth RMB780 million in Sino-Ocean Logistics by Sino-Ocean Group (2021)Award:• Most Dedicated Team Award (2022)
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Analyst (Logistics Real Estate, Real Estate Investment Division)
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Jun 2020 - Jun 2021
• was a part of the logistics real estate investment team overseeing assets across 20 Chinese cities with an AUM of USD1.5 billion, major LPs include asset management firms and a sovereign wealth fund• developed DCF models from scratch for logistics real estate investment analysis• assisted in due diligence, market research, liaising of bank loans, and investor relation managementProjects: • acquisition of a completed Shanghai logistics project valued at RMB240 million (2021);• acquisition of a minority stake in three logistics projects with total assets valued at RMB550 million (2021);• closing of a fund with a sovereign wealth fund, committed capital >USD400 million (2021)
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Cushman & Wakefield
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United States
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Real Estate
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700 & Above Employee
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Trainee (Valuation and Advisory Services, Greater China)
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Jul 2018 - May 2020
• orchestrated the valuations of real estate and REITs in over 20 IPO, M&A, and privatization projects covering global property portfolios in over 30 cities• developed valuation models including DCF, DRC, market comparison, T&R, etc.• performed due diligence works in various international and Chinese citiesProjects:• Ganglong China IPO (HKEX: 6968), property portfolios totaling RMB21.4 billion (2020)• JY Grandmark IPO (HKEX: 2231), property portfolios totaling RMB12.6 billion (2019)• HAECO privatization (before delisting on HKEX: 0044), property portfolios totaling USD774 million (2018)Awards:• Cushman & Wakefield CSR Excellence Award (2020)• Deal of the Month - November 2019 (2019)CSR Involvements: • Graduate Trainee Recruitment Day – assessor (2019)• Standard Chartered Hong Kong Marathon 2019 Challenge Race – best company runner (2019)• Annual Dinner 2019 – MC (2019)• Brainstorming Workshop 2.0 – MC (2018)• Bread Run by Feeding Hong Kong – volunteer (2018)
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Education
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The University of Hong Kong
Master of Science in Real Estate Investment and Finance -
The University of Hong Kong
Bachelor of Business Administration in International Business and Global Management (IBGM) -
Lomonosov Moscow State University (MSU)
Semester Exchange, Global Studies -
Peking University
PKU Summer School International (PKUSSI), International Relations and China Politics -
St. Francis Xavier's College (SFXC)
Hong Kong Diploma of Secondary Education (HKDSE), Top 1% in Hong Kong (HKDSE)