Hong Kong SAR
• Extensive international experience in economic and investment research, advice and management • Enlisted in the International Who’s Who Professionals in 2000 and 2011 • Author of 5 books on China and Asian economic and market development (see below for details) • Frequent commentator for international media and speaker at international conferences, including sponsors such as The Asian Development Bank, World Economic Forum, House of Lords at the British Parliament • Self-motivated, critical thinker, confident, with a high degree of professional integrity • Fluent in written and spoken English, Cantonese and Mandarin Specialties: • Expert in macro & mkt research; highly acclaimed research publication • Bottom-line oriented research for driving strategic decisions on business/investment and growth • Strong ability to turn research into articulated views for management decisions • Strong leadership skills for managing and coordinating teamwork • Strong ability to build external networks and connections with stakeholders • Skilful in conducting seminars and workshops, and dealing with senior management
Extensive international experience in economic and investment research, advice and management Enlisted in the International Who’s Who Professionals in 2000 and 2011 Expert in Greater China economic research; highly acclaimed research publication Bottom-line oriented research aims at delivering, facilitating and driving strategic decisions for business/investment development and growth Strong ability to turn research into articulated views for investment management decisions Author of 12 books on China and Asian economic and market development Frequent commentator for international media and speaker at international conferences Strong leadership skills for managing and coordinating teamwork Strong ability to build external networks and connections with stakeholders Skillful in conducting seminars and workshops, and dealing with senior management Self-motivated, critical thinker, confident, with a high degree of professional integrity Fluent in written and spoken English, Cantonese and Mandarin
Hired to build and lead the new Hong Kong office to expand HFT’s (a Sino-foreign JV based in Shanghai) recognised brand franchaise to the global markets • Holder of type 4, 5 and 9 SFC licenses and Responsible Officers • Reports to the Board of Directors and answers to the regulators by carrying out statutory and regulatory responsibilities • Runs HFT’s HK office and acts as Chief Economist in the global investment community, media and government circles to build a unique brand equity for HFT through research and thought leadership • Provides research, business, investment and marketing support to parent company and business partners both locally and in foreign markets • Leads risk and compliance management to ensure integrity and best practice and adherence to laws and regulations, directs investigation into suspicious behaviour and events • Monitors and controls company budget and execution to ensure efficient operations
Director, Research, Asset Allocation & Investment Jan 2008 - present Holder of type 4, 5 and 9 SFC licences and Responsible Officers Supervise and oversee 3 investment departments: (i) Macro Research, (ii) Asset Allocation & Strategy, and (iii) Equity Investment Management (total 18 staff in HK and China). Lead each of these teams to ensure investment strategies are properly, diligently formulated and effectively implemented. Chief Economist and Investment Director April 2007 – Jan 2008 Hired to build research and provide strategic advice for asset management and business development • Advise the Board and investment committees on investment and global asset allocation strategies • Advise other Ping An Group companies on business and investment strategies and decisions • Build an investment research process to add value to and enhance Ping An’s investment returns • Direct and manage macroeconomic research, asset allocation & strategic research in the AMC and other Ping An Group companies • Responsible for investment management and asset allocation on international and Chinese capital markets • Perform in-depth analysis on and forecast for economic and financial market developments and produce regular research reports on global markets • Generate investment ideas and work closely with fund managers • Build and enhance Ping An’s brand equity by representing the Group in the international investment community and media, and communicating with internal and external stakeholders
Hired to build and provide research and advice to Grosvenor’s Asian property investment • Advise the Board of Directors and investment partners on asset allocation in Asia, asset/liability management, budget forecasting and funding strategy • Conduct economic and property market research, and provide articulated views for regional investment pricing, risk and opportunities and investment strategy • Direct and coordinate research projects with internal teams (in HK, Japan & Australia) and external entities • Produce research reports on Asian and global markets • Develop forecasting models for Grosvenor’s Asian portfolio • Participate in marketing and fund-raising efforts, the media and international conferences