No company affiliations.
I am an investment manager with 19 years of global capital markets experience including 5 years of long-only (peak AUM US$2.6 billion) and 6 years of absolute-return portfolio management experience. I am now learning to invest in businesses directly.
Focus on global macro investing and developing new business.
Lead Fund Manager, 2009 - 2012: Led two other fund managers in managing the US$2 billion China Southern International Select Allocation Fund (ticker: SOINSAL CH)
Portfolio Manager, 2005 - 2007: Managed large cap value stock portfolios for the Corporate Investments Group; Senior Economic Research Analyst, 2005; Balance Sheet Management Analyst, 2004
International Sales: Provided sales coverage to global macro funds, relative value hedge funds, proprietary trading desks and central banks, including clients such as Moore Capital, Bank of America and Bank of Japan
Provided analytical and sales support to the global hedge fund sales desk. Constructed macro and relative value trade ideas for the sales team to pitch to clients. Conducted economic and market research on client requests