- China RenaissanceInvestment Banking DirectorBANKING & INSURANCESeptember 2021 - July 2023 (1 year and 10 months)Hong Kong, Hong Kong SAR China• Led full execution on US / Hong Kong IPO projects and private placements including prospectus and presentation drafting, guiding clients through IPO due diligence process, financial modeling, and coordinating with third party advisors• Filed A1 Listing Application for Robosense (LiDAR and perception solutions supplier)• Directed a pool of ten analysts and associates, providing mentorship and development while maintaining excellence in execution• Select industry experience: technology and consumer retail industries, such as autonomous driving, secondhand automobile sales platforms, and retail beverage chains
- Hua MedicineDirector of Business Development & Investor RelationsDecember 2017 - August 2021 (3 years and 8 months)Shanghai, China• $114mn Hong Kong IPO: Key execution person in charge of overall project management. Developed and presented financial model, coordinated due diligence processes, coordinated with investment banks, legal counsel, and auditors to draft prospectus, and played a key presentation role in investor roadshows• $117mn Round D&E fundraising from blue chip biotech investors, negotiated termsheets, directed due diligence processes, and supported CFO in presentations to board• Drafted and coordinated finalization of annual financial and ESG reports, coordinated financial results meetings, presented at investor conferences, and maintained day to day relations with research analysts and investors in Hong Kong, US, and Europe• Sought licensing in and out opportunities with global partners, led due diligence processes, financial modeling and valuation, supported in termsheet negotiations, and established internal business development policies• Executed Bayer & Hua Medicine commercialization agreement and strategic partnership, resulting in upfront payment of RMB 300mn, and up to additional RMB 41.8bn in milestone payments
- Credit SuisseInvestment Banking Technology, Media and Telecom Analyst, AssociateJuly 2012 - September 2015 (3 years and 2 months)Hong Kong• Performed financial and valuation analysis through comprehensive operating models, DCFs, merger modeling, accretion/dilution and comparable public companies and precedent transactions• Executed full deal process including pitchbooks, memos, due diligence processes, marketing materials• Select industry experience: semiconductors, e-commerce, hardware, internet, consumer electronics
- Master of Business Administration, Concentrations in Finance, EntrepreneurshipTHE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS2017Master of Business Administration, Concentrations in Finance, Entrepreneurship
- Bachelor of ArtsThe University of Chicago2012Bachelor of Arts in Economics
- Sustainable Investing CertificateCFA2024
- WSET Level 3Wine and Spirit Education Trust2020