Gerardo （Gerry） Alfonso Perez, PhD, CFA, CAIA, FRM

Executive Director at Shenwan Hongyuan Securities Co. Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Jing'an District, Shanghai, China, CN

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Credentials

  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
    Nov, 2019
    - Oct, 2024
  • Financial Risk Manager (FRM®)
    GARP FRM Program
  • Chartered Financial Analyst (CFA)
    -

Experience

  • Shenwan Hongyuan Securities Co. Ltd.
    • 1 - 100 Employee
    • Executive Director
      • Jan 2015 - Present

      China market China market

  • Shenyin & Wanguo Securities Co. Ltd.
    • Investment Banking
    • 1 - 100 Employee
    • Director
      • Jun 2011 - Dec 2014

  • Acacia Capital Mgmt
    • Equity Research
      • Jul 2010 - Jun 2011

      Based in Beijing. Chinese equity research with a double mandate in technology and financial institutions. Based in Beijing. Chinese equity research with a double mandate in technology and financial institutions.

  • Barclays Corporate & Investment Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking
      • 2006 - 2009

      Origination of deals (exceeding USD 20bn) with focus on financial services companies. Product expertise in convertible bonds, equity linked products and capital structure. Origination of deals (exceeding USD 20bn) with focus on financial services companies. Product expertise in convertible bonds, equity linked products and capital structure.

Education

  • University of Cambridge
    MBA
  • Universidad Complutense de Madrid
    PhD, Finance
  • University of Leicester
    Bachelor's degree, Electrical and Electronics Engineering
  • Universidad de Granada
    Doctor of Philosophy - PhD, Applied Statistics and Mathematics
  • Universidad de La Laguna
    Physics
  • Universitat de Barcelona
    Doctor of Philosophy - PhD, Economic History
  • Universidad de Sevilla
    Doctor of Philosophy - PhD, Electrical, Electronics and Communications Engineering
  • Universidad de La Laguna
    Doctor of Philosophy - PhD, Industrial engineering and computer science
  • Universitat Autònoma de Barcelona
    Doctor of Philosophy - PhD, Genetics

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