Barney Lu, CFA, MBA
M&A Associate at Volaris Group- Claim this Profile
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English Full professional proficiency
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Cantonese Full professional proficiency
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Mandarin Native or bilingual proficiency
Topline Score
Bio
Jack W.
Barney is a quick learner and has good problem solving skills. He is also good at team-work and building up rapport with colleagues and clients. As Barney had experience in different countries and cultures, he was a big help in the cross-border projects that we worked together before. I would highly recommend Barney to his future employer.
LinkedIn User
Barney works hard, picks up new concepts quickly, and collaborates well with the team to meet deliverables. Over a short internship period, he 1) supported the delivery of mid/long-term strategic recommendations for OLG's retail lottery business and 2) provided support to lines of business for multiple operational decisions, including a critical commercial agreement. We were ecstatic that Barney accepted his internship extension offer.
Jack W.
Barney is a quick learner and has good problem solving skills. He is also good at team-work and building up rapport with colleagues and clients. As Barney had experience in different countries and cultures, he was a big help in the cross-border projects that we worked together before. I would highly recommend Barney to his future employer.
LinkedIn User
Barney works hard, picks up new concepts quickly, and collaborates well with the team to meet deliverables. Over a short internship period, he 1) supported the delivery of mid/long-term strategic recommendations for OLG's retail lottery business and 2) provided support to lines of business for multiple operational decisions, including a critical commercial agreement. We were ecstatic that Barney accepted his internship extension offer.
Jack W.
Barney is a quick learner and has good problem solving skills. He is also good at team-work and building up rapport with colleagues and clients. As Barney had experience in different countries and cultures, he was a big help in the cross-border projects that we worked together before. I would highly recommend Barney to his future employer.
LinkedIn User
Barney works hard, picks up new concepts quickly, and collaborates well with the team to meet deliverables. Over a short internship period, he 1) supported the delivery of mid/long-term strategic recommendations for OLG's retail lottery business and 2) provided support to lines of business for multiple operational decisions, including a critical commercial agreement. We were ecstatic that Barney accepted his internship extension offer.
Jack W.
Barney is a quick learner and has good problem solving skills. He is also good at team-work and building up rapport with colleagues and clients. As Barney had experience in different countries and cultures, he was a big help in the cross-border projects that we worked together before. I would highly recommend Barney to his future employer.
LinkedIn User
Barney works hard, picks up new concepts quickly, and collaborates well with the team to meet deliverables. Over a short internship period, he 1) supported the delivery of mid/long-term strategic recommendations for OLG's retail lottery business and 2) provided support to lines of business for multiple operational decisions, including a critical commercial agreement. We were ecstatic that Barney accepted his internship extension offer.
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteSep, 2019- Nov, 2024 -
Hong Kong SFC Licence - Type 4 (Advising on Securities)
Securities and Futures CommissionDec, 2017- Nov, 2024
Experience
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Volaris Group
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Canada
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Software Development
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300 - 400 Employee
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M&A Associate
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Jun 2022 - Present
An operating group of Constellation Software Inc (TSE: CSU) An operating group of Constellation Software Inc (TSE: CSU)
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OLG
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Canada
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Entertainment Providers
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700 & Above Employee
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Strategy and Transformation
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Jun 2021 - Dec 2021
- Retail expansion initiatives and commission strategy review - Modeling and data analytics - Lottery and gaming - Retail expansion initiatives and commission strategy review - Modeling and data analytics - Lottery and gaming
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Samena Capital
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United Arab Emirates
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Investment Management
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1 - 100 Employee
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Private Equity Associate
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Feb 2017 - May 2020
- Samena Capital is a principal investment group focusing on the Subcontinent, Asia, Middle East and North Africa (collectively, the SAMENA region). - Education, healthcare, hospitality, manufacturing - Samena Capital is a principal investment group focusing on the Subcontinent, Asia, Middle East and North Africa (collectively, the SAMENA region). - Education, healthcare, hospitality, manufacturing
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Senior Consultant
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Oct 2014 - Feb 2017
- Transaction advisory service experience in China and Hong Kong, focusing on coporate restructuring, business review/FDD, turnaround, distressed M&A and fraud investigation. - Food trading, real estate, manufacturing, biotech, hospitality - Transaction advisory service experience in China and Hong Kong, focusing on coporate restructuring, business review/FDD, turnaround, distressed M&A and fraud investigation. - Food trading, real estate, manufacturing, biotech, hospitality
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IJP Capital Ltd
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Hong Kong
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Intern Analyst
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Jul 2014 - Sep 2014
Hedge Fund; Event Driven Arbitrage Hedge Fund; Event Driven Arbitrage
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Education
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2020 - 2022
University of Toronto - Rotman School of Management
Master of Business Administration - MBA, Dean's List, 2021 -
2012 - 2014
The Chinese University of Hong Kong
Master of Science (MSc), Finance, General -
2008 - 2012
Renmin University of China
Bachelor of Business Administration (BBA), Business Administration and Management, General
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