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Credentials

  • CFA® Charterholder
    CFA Institute
    May, 2016
    - Sep, 2024

Experience

    • Hong Kong
    • Financial Services
    • 1 - 100 Employee
    • CEO
      • Sep 2019 - Present

    • Managing Director,Head of Investment
      • May 2016 - Sep 2019

      • RO of Licence 1&4&9. • Build up the Robo-advisory platform “Youyu Wealth” and signed distribution agreement with 20+ global top tier asset managers such as BlackRock and PIMCO, and maintained very good relationship.• Managed 7 model portfolios on the platform and responsible for TAA and manager selection.• Build up the internal database and managers scoring system based on the quantitative and qualitative methodology.• Raised and managed 3 Private credit (Direct Lending, Distressed Debt and CLO) FOFs, total AUM around 200m USD. The investors including Institutional investors such as China Life Insurance and high net wealth individuals.• Responsible for balance sheet investment for the group, the products include private debt, public bond, mutual funds and derivatives.• Responsible for the strategic investment of Quank and be the director on behalf of Yunfeng.

    • China
    • Investment Management
    • 100 - 200 Employee
    • Director
      • Dec 2014 - May 2016

      • Joined CIC ($570 bn sovereign wealth fund) as one of its founding members, drafted constitutional documents and the strategic asset allocation model and framework.• Participated in more 100 deals of CIC’s global investment including manager selection of public equity and fixed income, hedge fund investment, private equity investment, real estate investment and direct investment deals.• Leading the total portfolio management group and passive investment group, total AUM around 80b USD. And also responsible for CIC’s portfolio analytics and manage the total portfolio exposure management and liquidity management.• Working as department management committee member, involving all the decision issues.

    • Senior Vice President
      • Oct 2012 - Dec 2014

      • In charge of CIC’s index related investment and lead the manager selection process, asset under management include: Public Equity(Developed and Emerging), Global Government Debt,US Aggregate Debt, Enhanced Cash Products etc.• Working very closely with global top institutional investors and asset managers on analysis of alternative investment and manages a liquidity poor for alternative assets using public vehicles on purpose of replicate the return and risk exposure of target assets over a short to mid-term investment horizon.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Trainee
      • Sep 2014 - Nov 2014

      • Working in difference groups as an investment trainee in Blackrock including BlackRock Alternative Advisor(Fund of hedge fund),Private Equity Parters, Real Estate, Multi Asset and Risk Parity, Scientific Active Equity etc. • Working in difference groups as an investment trainee in Blackrock including BlackRock Alternative Advisor(Fund of hedge fund),Private Equity Parters, Real Estate, Multi Asset and Risk Parity, Scientific Active Equity etc.

    • Vice President
      • Sep 2007 - Mar 2011

      • Working closely with global top investment consulting firm and finished CIC’s strategic asset allocation plan with team.• Build up CIC’s tactical asset allocation platform with team and working as a fixed income and commodity strategist and the coordinator of asset allocation team. • Working closely with global top investment consulting firm and finished CIC’s strategic asset allocation plan with team.• Build up CIC’s tactical asset allocation platform with team and working as a fixed income and commodity strategist and the coordinator of asset allocation team.

    • Manager
      • Mar 2007 - Sep 2007

Education

  • Shanghai Jiao Tong University
    Master's degree, Finance, General
    2004 - 2007
  • Shanghai Jiao Tong University
    Bachelor's degree, Accounting and Finance
    2000 - 2004

Community

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