Experience

Value Partners Group

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Head of ETF Business

  • Mar 2022 - Present



CSOP Asset Management

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Senior Portfolio Manager, Quantitative & Alternative lnvestment

  • Jan 2016 - Mar 2022

  (The most innovative ETF provider in Hong Kong)• Portfolio management: Manage the firm’s leveraged & inverse products, ETFs, and funds with different asset classes; Initiate and support the firm’s automation project to enhance investment operation with the collaboration of IT team• Investment research: Produce quantitative investment strategies to promote the use of CSOP’s products by institutional and retail investors; Some examples are “Studies on contrarian and momentum strategies in Hong Kong”, “Event-driven long/short with the HSCEI enhancement plan”, and “A/H spread strategy with the use of CSOP ETFs”• New product development: Conduct feasibility studies and present new ideas; A few examples include a commodity ETF (2016), leveraged and inverse products (2016~2017), structured products (2018), etc.; Successfully added US $ 800 million AUM by newly proposed products starting from scratch



Korea Investment Management Co., Ltd.

• Senior Portfolio Manager, Head of ETF Investment

  • Feb 2008 - Jan 2016

  (The first asset management firm established in Korea)• Led the firm’s ETF investment unit to manage ETFs and passive investment portfolios; Developed alpha-generating strategies such as arbitrage trading and event-driven long-short in order to enhance fund performance• Established the company’s ETF business (KINDEX ETFs) starting from scratch to over US $ 1.4 billion AUM and 9% market share; Introduced the most innovative products in Korea such as Korean value factor ETF (Jun 2011), the first A-share ETF (Nov 2012), the first swap-based ETF (Jul 2013), and the first leveraged/inverse ETFs tracking an off-shore benchmark index (2014)• Pitched investment proposals to institutional clients; Successfully received approvals from insurance companies, pensions, securities houses, and banks



Korea Investment & Securities Co., Ltd

• South Korea
• Investment Banking
• 300 - 400 Employee

• Senior Analyst, Investment Strategy

  • Sep 2006 - Jan 2008

  (A top-tier sell side brokerage company in Korea)• Investment Strategist: Periodically published investment strategies and research reports regarding the Korean equity market and derivatives markets• Derivatives Analysist: Specialized in analyzing derivatives products and providing researches on corporate actions as part of alpha-generating opportunities for passive investments such as ETFs, index funds, and arbitrage funds (A top-tier sell side brokerage company in Korea)• Investment Strategist: Periodically published investment strategies and research reports regarding the Korean equity market and derivatives markets• Derivatives Analysist: Specialized in analyzing derivatives products and providing researches on corporate actions as part of alpha-generating opportunities for passive investments such as ETFs, index funds, and arbitrage funds



KEB FUTURES

• Analyst, Financial Engineering

  • Jan 2005 - Sep 2006

  (A subsidiary company of Korea Exchange Bank)• Researched and produced reports on derivatives products with a special focus on Korea Treasury bonds and currencies markets; Conducted researches for institutional clients’ ad-hoc requests (A subsidiary company of Korea Exchange Bank)• Researched and produced reports on derivatives products with a special focus on Korea Treasury bonds and currencies markets; Conducted researches for institutional clients’ ad-hoc requests