Tashan Yen

Senior Portfolio Manager, Equities at Cardano
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Dale Carnegie Training
    Dale Carnegie Training
    Nov, 2012
    - Nov, 2024

Experience

  • Cardano
    • Netherlands
    • Financial Services
    • 300 - 400 Employee
    • Senior Portfolio Manager, Equities
      • Jun 2023 - Present

      As of June 1, 2023 ACTIAM continued under the name Cardano. As of June 1, 2023 ACTIAM continued under the name Cardano.

  • ACTIAM
    • Netherlands
    • Investment Management
    • 1 - 100 Employee
    • Senior Portfolio Manager - Equities
      • Oct 2017 - Jun 2023

      Co-Manager of €1 billion ACTIAM Global Equity Impact Fund. The fund was runner-up for "Best ESG Investment Fund: Impact" in 2020.Managed the €150 mn high-dividend mandate in European equities. Generated +316 bps alpha over a span of 2 years.

    • Program Lead - Trading Execution
      • Oct 2016 - Sep 2017

      Responsible for obtaining QFII (Qualified Foreign Institutional Investor) and CIBM (China Interbank Bond Market) quotas.Involved in setting up a dedicated trading desk that consolidated all firm-wide trading activities.

  • Anbang Insurance Group
    • Financial Services
    • 100 - 200 Employee
    • Vice President
      • Jun 2015 - Oct 2017

      Created quantitative strategies tailored for the Chinese domestic capital markets. Actively involved in expanding the group’s capability in quantitative asset management. As VP in the Asset Management subsidiary, interfaced with all major sell-side shops in China for idea generation and relationship building purposes. Created quantitative strategies tailored for the Chinese domestic capital markets. Actively involved in expanding the group’s capability in quantitative asset management. As VP in the Asset Management subsidiary, interfaced with all major sell-side shops in China for idea generation and relationship building purposes.

  • Picoco LLC
    • Newport Beach, CA
    • Investment Associate
      • 2011 - 2015

      Part of the hedge fund team that oversaw 2 strategies: Long/short US equity fund ($180 million) and Global Macro offshore fund ($50 million). The main strategy's lower volatility (7.4% p.a.) compared favorably against S&P 500. Coded systematic strategy in Python and SQL to sift through 4,000+ single stocks and associated 535,000+ equity options on daily basis. Performed security valuation on US and global equities using DCF and residual earnings model. Part of the hedge fund team that oversaw 2 strategies: Long/short US equity fund ($180 million) and Global Macro offshore fund ($50 million). The main strategy's lower volatility (7.4% p.a.) compared favorably against S&P 500. Coded systematic strategy in Python and SQL to sift through 4,000+ single stocks and associated 535,000+ equity options on daily basis. Performed security valuation on US and global equities using DCF and residual earnings model.

  • Darewind LLC
    • Huntington Beach, CA
    • Founder & Managing Principal
      • 2008 - 2011

      5 straight years of positive returns from 2006 to 2010, consistently profitable throughout the global financial crisis. Increased capital by 9.5X on net basis during the 5-year span. From 2006 to 2010, generated average annual return of 56.9% on net basis vs. Barclay CTA Index’s 6.1% and S&P 500’s 2.3%. Audited track record ranked in top 99th & 95th percentiles among HFRI’s entire single-manager funds universe based on 5-year & 3-year annualized return, respectively. 5 straight years of positive returns from 2006 to 2010, consistently profitable throughout the global financial crisis. Increased capital by 9.5X on net basis during the 5-year span. From 2006 to 2010, generated average annual return of 56.9% on net basis vs. Barclay CTA Index’s 6.1% and S&P 500’s 2.3%. Audited track record ranked in top 99th & 95th percentiles among HFRI’s entire single-manager funds universe based on 5-year & 3-year annualized return, respectively.

  • Picoco LLC
    • Newport Beach, CA
    • Sr. Analyst / Director of Operations
      • 2006 - 2008

      --Long/Short Equity Hedge Fund-- As part of 3-analyst team, responsible for researching, presenting recommendations, and monitoring firm’s $20 million long-short equity hedge fund which focused on small and mid- cap value stocks. Acted as a generalist covering the healthcare, technology, and consumer discretionary sectors. Investigated various quantitative factors used in proprietary routines for stock selection purposes. Tools employed to systematically filter and rank each security include: regression analysis, Z-scores, multi-factor model based on valuation ratios. Bottom-up research included site visits, review of earnings conference call transcripts, and examination of 10-Q and 10-K filings. --Commodities-- Responsible for analyzing, presenting recommendations, and monitoring firm’s $18 million commodities portfolio. Trades include OTC swaps on cotton and natural gas with optimized forward curve structure. Performed allocation studies among different commodities categories based on historical and statistical data. Investigated algorithms that optimize exposure along the forward curve while minimizing effect of negative roll yield. Show less

  • Carios Networks
    • Boston, MA
    • Co-founder & COO
      • 2002 - 2006

      Managed several software development lifecycles to ensure successful delivery of enterprise-level applications to 1,500-plus user base throughout Japan. Created operating budget and controlled outlays efficiently, contributing to streak of 5 profitable quarters and the company turning cash flow positive after the first year in operation. Managed several software development lifecycles to ensure successful delivery of enterprise-level applications to 1,500-plus user base throughout Japan. Created operating budget and controlled outlays efficiently, contributing to streak of 5 profitable quarters and the company turning cash flow positive after the first year in operation.

Education

  • Massachusetts Institute of Technology - Sloan School of Management
    MBA
    2005 - 2006
  • Massachusetts Institute of Technology
    M. Eng., Civil Engineering (Concentration in Information Technology)
    2001 - 2002
  • UCLA
    B.S., Civil Engineering
    1991 - 1994

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