Experience

Hontai Life Insurance Co., Ltd.

• Taiwan
• Real Estate
• 1 - 100 Employee

• Team Head, Credit Investment

  • Apr 2018 - Present

  • Portfolio Management Managed an investment-grade corporate bond portfolio up to USD 4 bn. Formulated investment ideas, including market timing and sector selecting. Managed interest rate risk. • Portfolio Management Managed an investment-grade corporate bond portfolio up to USD 4 bn. Formulated investment ideas, including market timing and sector selecting. Managed interest rate risk.



KGI Bank

• Taipei City, Taiwan

• Assistant Vice President

  • Apr 2017 - Mar 2018

  • Fixed Income Investment Credit Preview & Review: Initiated new investment ideas and periodically reviewed credits already invested Interest Rate Hedging: Utilized IRS and bond futures to manage interest risk Daily Market Commentary: Summarized key news and critical events. Made comments about possible impact and concluded recommendations • Fixed Income Investment Credit Preview & Review: Initiated new investment ideas and periodically reviewed credits already invested Interest Rate Hedging: Utilized IRS and bond futures to manage interest risk Daily Market Commentary: Summarized key news and critical events. Made comments about possible impact and concluded recommendations



MassMutual Mercuries Life

• Insurance
• 1 - 100 Employee

• Investment Manager

  • Mar 2007 - Apr 2017

  • Credit Analysis and Investment (2009~2017) Credit report write-up, trade execution, and portfolio management Past coverage: Energy, Utilities, & CEEMEA Sovereign & Corp, Latam Sovereign & Corp, Telecom, Chinese Corp & SOE • Mortgage-backed Securities Analysis and Investment (2010~2017) Past coverage: CMO and its derivatives • Structured Products Analysis and Investment (2007 - 2013) • Commodity Exchange Traded Fund (ETF) Trading (2009 - 2010) • Foreign Exchange Risk Hedging (2008) • Mutual Fund / Hedge Fund Analysis and Investment (2007) Show less



Babson Capital Management

• Trainee

  • Sep 2009 - Dec 2009

  • Credit Analysis: Assisted senior analysts in private placements and public offerings of corporate bonds • Collaterized Debt Obligation (CDO): Analyzed the structure of CDO cash flows and its due diligence processes • Asset Liability Management (ALM): Researched processes and tools of ALM for life insurance companies • Credit Analysis: Assisted senior analysts in private placements and public offerings of corporate bonds • Collaterized Debt Obligation (CDO): Analyzed the structure of CDO cash flows and its due diligence processes • Asset Liability Management (ALM): Researched processes and tools of ALM for life insurance companies