Managing Team

about

Chairman

CY Huang

  • One of the most prestigious investment bankers in the financial sector in the Greater China, and leader in investment banking
  • Founding Chairman of Taiwan M&A & Private Equity Council
  • Chairman of Southeast-Asia Impact Alliance (SIA)
  • Director of China M&A Association
  • Deputy Secretary General of Asia-Pacific M&A Council
  • Vice Chairman of Cross Straits, Hong Kong & Macao Collaborative Innovation Alliance
  • Winner of 2008 China M&A Deal of the Year Award
  • 2010 "Best Securities Underwriter (Overseas Group)" of Taiwan Stock Exchange
  • More than 30 years of experience in investment banking
  • Chaired many investment and financing projects
  • Former vice president of Polaris Financial Group, now chief consultant of Polaris Financial Group
  • MBA, Stanford University
about02

Vice Chairman

Jim Wang

  • Vice Chairman of FCC Partners Inc.
  • Chairman of CardinalRain
  • Independent Director of Prudential plc
  • Independent Director of Sesoda Corporation
  • Founding Vice Chairman of Taiwan M&A & Private Equity Council
  • Co-founder of the Southeast-Asia Impact Alliance and Vice President of the Southeast-Asia Impact University
  • 40 years of financial experience in central banking / local banking / foreign banking / local securities / foreign securities / investment advisory / venture capital / insurance / asset management and financial advisory services
  • In September 2009, founded Taiwan M&A & Private Equity Council, whose members include Taiwan and globally renowned M&A/private equity funds/banks/insurance/securities/well-established listed companies /scholars/lawyers /accountants; this is a quality investment /financing platform for European and American capital to enter the Taiwan market and subsequently create a boom in M&A and private equity in Taiwan
  • MBA, Michigan State University
  • BA, Department of Business Administration,National Taiwan University
about03

Ph.D. / General Manager

Lawrence Chen

  • Deputy General Manager of Persistent Assets (Shanghai) Co., Ltd.
  • Served as Manager of Fidelity International / Business Director of CR Yuanta Fund Management Limited / Director of GF Asset Management (Hong Kong)
  • More than 10 years of relevant experience in financial management. With rich experience in asset allocation, risk planning and international finance, he has also helped many mainland and Taiwan listed institutional clients and individual clients with high assets to complete cross-border financial planning and capital allocation in the Mainland, Hong Kong, Macao and Taiwan
  • Ph.D., School of Business, Nankai University, Tianjin
about04

Managing Director

Calvin Kuo

  • Senior Consultant of Lu International (Hong Kong) Limited
  • Senior Advisor to Fullgoal Asset Management
  • Previously worked at Crédit Agricole・CIB, responsible for the credit derivatives and securitization department business. Director of Societe Generale, responsible for the structural design business of equity and fund derivative investment
  • Over 15 years of investment-related experience as Head of Investment Commodities and Market Research at ABN AMRO Bank
about05

Ph.D. / Managing Director

David Tseng

  • Served as Executive Director of Yuanta Securities, Guanglin Asset Management of Tachan Securities, Huihua Investment Consulting and senior partner of Ruifeng Capital
  • Rich experience in equity investment and post-investment management (Project experience-Excelsior Medical Co., Ltd., Hongling Enterprises, Cometruebio Group, Hong Kong Northwest Industries, Newwis Education Group, etc.)
  • Ph.D. in Finance, Central University of Finance and Economics, Taiwan
about06

Managing Director

Eric Xu

  • Taiwan THLK Law Firm partner and lawyer
  • Served as the head of the Legal and Law Compliance Division of Pinebridge and the chairman of the Risk and Capital Committee for several years, and had considerable practical experience in the operation of the asset management industry (especially in the raising and issuance of domestic and foreign funds)
  • Specializes in financial supervision, asset management, securitization, real estate, internal and external investment, and has actually participated in more than 10 securitization cases of various types in Taiwan (including CMBS, REITs, CLO, CBO, ABCP, etc.).
  • Graduated from the Law Department of Taiwan University
about07

Head of Quantitative Trading

Tom Shih

  • Responsible for quantitative fund portfolio management, worked for the US and Hong Kong hedge funds
  • Specialized in multi-asset allocation and option volatility portfolios
  • Has rich experience in using multiple alternative materials in mechanical learning and advanced statistical models
  • Assist in the development of investment portfolio and fund strategies, including private curtain funds and independent account management
  • Bachelor of Economics and Master of Mathematics and Statistics, Taiwan University
about08

Vice President - Quantitative Trading

Sean Chiu

  • Serves as Portfolio Management. In this capacity, focuses on long-short equity strategies of Taiwan and US market. Meanwhile, maintain data processes and algorithms in support of the firm’s trading operations.
  • Has experience at deep fundamental research specializes on semiconductor industry.
  • National Taiwan University - Bachelor of Science in Chemistry
about09

Chief Operating Officer

Chris Lin

  • Served in institutions such as Far Eastern International Bank / O-Bank Group / Vteam Financial Services Group, served as business and review supervisor/vice president of product sales/general manager special assistant, etc.
  • Nearly 20 years of experience in finance, with extensive practical experience in the planning, operation and risk control of banking/leasing/factoring/asset management products
  • Bachelor of International Trade, Soochow University
about10

Senior Advisor

Josh Huang

  • Served as Vice President of GF Asset Management (Hong Kong) and fund business manager of CR Yuanta Fund Management Limited
  • Engaged in wealth management for more than 10 years of related experience. Rich experience in financial planning, product advice and international finance
  • Bachelor of Finance and Finance, Taiwan University