Experience

O-Bank 王道銀行

• Taiwan
• Banking
• 1 - 100 Employee

• Team Head of Strategic Investment & Planning

  • Oct 2020 - Present

  1. Lead a Team for Strategic Investment, Capital Planning and M&A: directly lead an 1+4 team for O-Bank Group’s strategic planning, BU optimizing, FinTech & new business, and oversea expansion(1)Team Building & Managing.(2) Capital Planning for O-Bank Group(3) FinTech Capability Investing(4) Oversea BU Expanding(5) Financial Controlling & Bedgeting(6) Business Insight & Research Delivering2.Venture Capital leveraging: from VC board’s perspective, to maximize its synergy with O-Bank(1) Deal’s approval at board level(2) Deal sourcing & introducing at the Group’s level(3) Process management & compliance Show less

• Board Member—IBT VII Venture Capital Co., Ltd

  • Dec 2021 - Present

• Board Member—IBT Management

  • Dec 2021 - Present

• Team Lead of Strategic Investment & Planning

  • Oct 2020 - Present



Foxconn Health Technology Business Group

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Principal of Investment, M&A, Corporate Development

  • Jun 2016 - May 2020

  1. Strategic Investment / M&A: to search opportunities for M&A, Joint Venture, and equity investment (1) M&A: deal sourcing /due diligence /negotiating /integration. (2) Strategic investment: global Tech + non-tech + Med-tech focus. (3) Support Foxconn’s in-house VC & Accelerator. 2. Post Investment Management: to Integrate & Create Synergy, help Fund Raising, Exit or Re-Organization (1) Foxconn’s medical BU controlling. (2) Fund raising. (3) Assist in restructuring & re-organizing process. 3. Financial Advisory: to assist in spin-offs, set-up of new funds & off-shore entities, and IPO preparation (1) JV & spin-off to achieve technology transfer. (2) Set up offshore fund & parallel fund. (3) IPO preparation of subsidiaries. Show less



Aries International Partners Inc

• Taipei, Taipei City, Taiwan

• Senior Investment Manager

  • Oct 2015 - Apr 2016

  1. Investment Analysis: fundamental analysis, deal evaluation, and due diligence (1) Taiwan and Silicon Valley high-tech focus. (2) Technology Evaluation. (3) Fundamental analysis. (4) Deal Structuring. 2. Maintain Networking: Taiwan & Silicon Valley networking for deal sourcing and cross-bordered linkage (1) Deal sourcing. (2) Maintain Taiwan and Silicon Valley networking. 3. Post Investment management: Adding Value to companies and development of exit opportunities (1) Mentoring. (2) Value Creation. (3) Exit Strategy. Show less



PineBridge Investments

• United States
• Financial Services
• 500 - 600 Employee

• Portfolio Management

  • May 2012 - Oct 2015

  Monitor fundamental change, street consensus earnings changes, and stock valuation to enhance portfolio alpha. The coverage incorporate both tech and non-tech in Taiwan market. Maintain, recommend, and update the high conviction list (HCL, stocks with 20% upside) on regular basis. To suggest appropriate stocks and sectors weighting in the portfolio. Regular company visits and call memo writing (at least 18 companies a month) and highlighting key share price drivers. Monitor monthly sales numbers and quarterly results for coveraged companies and update the earnings forecasts and target prices in the stock pool. Show less



Primasia Securities

• Taipei

• Senior Equity Research Analyst

  • Oct 2010 - May 2012

  Covered smartphone & tablet components such as handset optical lens, touch panel, metal casing, and other niche-focused suppliers in handset and NB food chain. Covered smartphone & tablet components such as handset optical lens, touch panel, metal casing, and other niche-focused suppliers in handset and NB food chain.



Global Equity Department

• Taiwan

• Equity Account Manager --for Foreign Institutional Investor (FINI)

  • Aug 2006 - Oct 2010

  Covered smartphone, tablet, PC/NB, semiconductors, TFT-LCD, solar, and LED food chains and find out potential investment targets on behalf of global institutional investors. Covered smartphone, tablet, PC/NB, semiconductors, TFT-LCD, solar, and LED food chains and find out potential investment targets on behalf of global institutional investors.