Joseph K.

Alternative Investor

Singapore, Singapore

About

I am passionate about supporting and studying solutions to real-world problems, especially in the fields of technology, sustainability, and social impact. With the help of my international partners, I conduct rigorous due diligence and investment reviews, organize efficient fund structures, and share opportunities with limited partners. I serve as an Investment Committee Member at IMMA Capital Management.

Experience

  • Director of Business Development / Portfolio Management (Alternative Investments) at IMMA Capital Management Pte. Ltd.
    May 2024 - Present · 2 yrs 3 mos

  • The Wells Investment, Inc. (Seoul, South Korea)
    • Head of Global Business Development
      Nov 2022 - May 2024 · 1 yr 7 mos

      -Conduct due diligence and investment review of foreign venture opportunities -Liaise with international partners to head the firm's global entry -Organize efficient offshore fund structures -Network and market opportunities with limited partners

    • Investment Analyst
      Nov 2021 - Nov 2022 · 1 yr 1 mo

      -Analyzed Pre-A to Series B stage ventures, especially in tech, commerce, and materials sector -Formulated fund strategies that have provided resilience in market downturns -Assisted in consulting over 50 early-stage social ventures -Led global market and fund structures/entity formation research

  • Associate at IMMA Capital Management Pte. Ltd.
    Sep 2020 - Nov 2021 · 1 yr 3 mos

    -Researched private equity funds with top quartile return in each segment, i.e. large cap, middle market, and small to lower mid-market -Analyzed strategy with sector/focus, geography, track record (vintage, size, gross/net multiple & IRR), team size, fundraising timing/status

  • Intern at Quantedge
    Dec 2018 - Jan 2019 · 2 mos

    -Overviewed the shortcomings of in-sample optimization and overfitting when developing a quantitative fund -Produced a portfolio based on a set of self-directed investment frameworks using theoretical and in-sample data -Engaged in seminars overviewing the inner workings of a risk premium harvesting quant funds including fund capacity, investor base, trading limitations, and operations -Back-tested multi-asset portfolios based on rebalancing frequency, risk, and leverage -Produced graphics with R summarizing differences between differing investment parameters

  • Intern at J&C ADVISORY
    Jun 2018 - Aug 2018 · 3 mos

    -Researched and analyzed equities ranging from tech to luxury goods to gauge investment value by using discounted cash flows and various ratios -Researched trends in the e-commerce industry using comparative analysis between major global players; and assessed potential repercussions of an escalating US-China trade war by identifying vulnerable industries and countries