Gender

Male

Location

Singapore

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SUMMARY VISIONARY, ADEPT, BUSINESS-DRIVEN INVESTMENT & HEDGE FUND PROFESSIONAL AND INNOVATIVE BUSINESS ENTREPRENEUR, ACTIVELY SEEKING SEEKING A NEW ROLE/POSITION Top-flight C-suite executive with 16 years leadership experience and accomplishments in financial services, focusing on Hedge Funds and, in particular, Portfolio Construction and Risk Management. Outstanding track record of performance in turnaround, delivering real business solutions and growth through strategic business planning, effective and prudent asset/resource management. Highly-Acclaimed with strong business development acumen complemented by proven ability in talent management - attracting, developing, mentoring and leading top talent, inspiring excellence, and creating team cultures based on empowerment, innovation and performance. Energetic, a self starter and goal-orientated with a passion for financial markets, looking for a fresh challenge, to leverage an already extensive experience, whilst continuing to learn and further develop existing skills and knowledge. Permanent resident of Singapore and a basic conversational Mandarin speaker. Willing to relocate for the right position. EXPERIENCE Lionhart Asia Pte Ltd Head of Asia (Director) October 2006 - September 2014 ROLE • Appointed, following promotion to Head of Asia/Director, to lead in establishing Asia HQ and Singapore company from the ground up with responsibility for architecting policy, vision, market development strategy, growing customer base, human capital and to set up a new Asia Specific Fund • Overseeing managing fund valued at over US$300M across all Lionhart’s global funds • Managed staff team comprising of 8 professionals • Played integral role of CRO/COO with direct report to CEO/CIO in Toronto, Canada, though functioning semi-autonomously due to time difference KEY RESPONSIBILITIES (included but not limited to): • Portfolio Construction: - tasked with overall discretion of Asian portfolios - analysed and assessed feasibility and suitability of ideas and recommendations generated by Investment Analysts • Risk Management: - monitored closely market & geopolitical risks globally - assessed market risk appetite - managed liquidity, credit & operational risk to ensure Asia portfolio met risk parameters set by CEO/CIO - calculated portfolio’s VAR in real time and stress testing portfolio on a daily basis • Treasury Management: - eliminated any residual currency positions - hedged positions that generated currency exposure • Operations Management: - managed middle office, ensuring settling all trades on time - executed corporate actions expeditiously • Compliance: - collaborated closely with MAS, ensuring meeting all regulatory protocols - generated and submitted exposure reports regularly as required by MAS • Marketing: - liaised with and developed relationship with potential investors to market company’s funds, especially the Asia Specific Fund, globally - worked closely with existing investors to aid their ongoing due diligence Lionhart Investments Ltd Head of Risk Management, Treasury Management and Operations January 1998 – August 2004 (6 years 8 months)London, United Kingdom ROLE • Hand-selected by the CEO for senior management role and challenged to spearhead an aggressive growth and expansion of funds/portfolios and to strategically manage company’s risk, currency exposure and operations KEY RESPONSIBILITIES (including but not limited to) • Investment Analysis: - analysis of feasibility and suitability of potential trading opportunities for company’s funds - focusing on CEO’s trading book on markets in Europe and Eastern Europe • Risk Management: - monitored global markets and macro economic environment using a number of measures to assess risk appetite - oversaw risk of portfolios/funds in terms of liquidity/concentration risk, credit risk and operation risk - kept track of VAR in real time including daily stress testing • Treasury Management: - developed strategies to ensure limiting parameters for currency exposure and enhancing yields on excess cash balances • Operations Management: - directed development of an independent back office located in Chicago, aiming at separating the front and back offices - trained and mentored Chicago-based staff while maintaining responsibilities for instructions of all corporate actions • Software Development: - Initiated development of in-house proprietary, fully integrated front to back office and risk management system - collaborated with software development company on the design and practical functionality of software platform • Marketing: - collaborated closely with CEO to develop and implement business strategies and to pioneer innovative marketing programmes - assisted, as founder’s right-hand man, in meetups and socials with all investors to build & bond relationships and to explain strategies and operation infrastructure Lionhart Investments Ltd Assistant Portfolio ManagerEdit August 1996 – January 1998 (1 year 6 months)London, United Kingdom ROLE As the first employee of Lionhart, when it was a start up, managing just one global multi-strategy fund with AUM of just US$4M, I was entrusted in managing the portfolio, including finding suitable trading opportunities (using in-house proprietary software - developed by founder), executing and locating the stock borrow for the short of these trades, booking all trades and managing the settlement of them. This was all undertaken under direct supervision of the founder, freeing up his time to raise funds from new investors and liaise with existing investors. KEY RESPONSIBILITIES • Investment Management: to identify and invest in low-valued derivatives, as well as relative value positions using proprietary trading software developed by the founder • Risk Management: full responsibility for ensuring positions were suitably delta-hedged and hedged cash neutral, including monitoring market risk & managing liquidity, credit and operational risk, ensuring all trades settled in a timely manner and all corporate actions acted upon on time Nations-CRT International (Now Bank of America) Options Volatility Arbitrage Trader 1994 – 1996 (2 years)London, United Kingdom • Initially spent a year as a desk assistant on every trading desk on the trading floor, including FX, FX Option/Exotic Options, money markets, interest rate swaps, oil swaps and options and government bonds futures and options. • Also spent this year in the company’s in-house options university progressing from basic level to expert level. • Joined the company’s graduate trainee program as an options volatility arbitrage trader on the LIFFE floor (when it was still open-outcry). During training was in charge of ensuring a number of traders options and option strategies were hedged immediately and ran a small futures trading book. Head of International Settlements Brown Shipley August 1993 – March 1994 (8 months)Reading, United Kingdom • Joined the company as a corporate actions clerk • Within 3 months was promoted to Eurobond settlements • 3 months later promoted to head of international settlements, managing a team of three to ensure all Eurobond and international equity transactions settled in a timely and accurate manner. Education NIMBAS, Bradford - Graduate School of Management (GB)EditRe-order MBA, Specialising in Finance and in particular the study of Hedge Funds. 2004 – 2006 Electives focused on Finance and Modern Financial Theory and the thesis was titled "Hedge Funds and their Role in Financial Markets" - a thesis on defining Hedge Funds, how they fit into traditional investment portfolios (using efficiency frontiers), their risk characteristics and in particular the role they played in times of financial instability (e.g. Britain's exit from the ERM in 1992, the Asia Financial Crisis, the Russian default and the effects on LTCM). My findings were that the only times when Hedge Funds caused systemic risk directly was in just two cases 1) LTCM - whom had no involvement in the Russian Default which initially caused systemic risk Globally but subsequently became a cause of systemic risk themselves as a result of their substantially excessive leverage and 2) that George Soros directly caused Britain's exit from the ERM in 1992 and the subsequent effect on GBP. Presentation College - Reading UK 9 GCSE's, Varied 1980 – 1991

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