Alan Lai

Alan Lai Email and Phone Number

Fixed Income Portfolio Manager(Cathay Life Insurance) @ 凱基證券股份有限公司
taiwan
Alan Lai's Location
Taiwan, Taiwan, Province of China
Alan Lai's Contact Details

Alan Lai work email

Alan Lai personal email

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About Alan Lai

Alan Lai is a Fixed Income Portfolio Manager(Cathay Life Insurance) at 凱基證券股份有限公司. He possess expertise in fixed income analysis, fixed income portfolio management, credit analysis, fixed income strategies, financial analysis and 6 more skills. He is proficient in English.

Alan Lai's Current Company Details
凱基證券股份有限公司

凱基證券股份有限公司

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Fixed Income Portfolio Manager(Cathay Life Insurance)
taiwan
Employees:
471
Alan Lai Work Experience Details
  • 凱基證券股份有限公司
    Fund Manager
    凱基證券股份有限公司 Jan 2022 - Present
    台灣 臺北市 台北
  • Cathay Life Insurance
    Fixed Income Portfolio Manager
    Cathay Life Insurance Jul 2014 - Jan 2022
    台灣 台北市
    1 year and 8 months experience in USD Asian Credit Fixed Income portfolio management.Tactical trade total $ 200 million Hard Currency and Local Currency Fixed Income Portfolio with 2 other team members. For Hard Currency, mainly covered Indonesia Sovereign and Energy Corporate Credit, and for Local Currency, mainly covered Korean Treasury Bond and Indian Government Bond.Actively manage a $ 3 billion Hard Currency Fixed Income Portfolio with 2 other team members. Covered Emerging… Show more 1 year and 8 months experience in USD Asian Credit Fixed Income portfolio management.Tactical trade total $ 200 million Hard Currency and Local Currency Fixed Income Portfolio with 2 other team members. For Hard Currency, mainly covered Indonesia Sovereign and Energy Corporate Credit, and for Local Currency, mainly covered Korean Treasury Bond and Indian Government Bond.Actively manage a $ 3 billion Hard Currency Fixed Income Portfolio with 2 other team members. Covered Emerging Asia Corporate Credit (sectors including Telecom, Banking, Energy, and Utilities) and Sovereign Credit.Actively manage total $ 200 million Emerging Asia Corporate Bond Funds with 2 other team members.Recommend for strategic and tactical EM Asia region exposure, also responsible for idea generation, portfolio construction, security selection and investment research in EM Asia Credit3 year and 2 months experience in High Grade Fixed Income portfolio management especially covering Hugh Grade team head’s duties.Tactical trade US Treasuries, Australia Government Bonds and Income Funds.Actively manage a total $ 4 billion Structure Notes and SAS Callable Notes portfolio, including Single and Dual Range Accrual, Inverse Floater, Knock-in Floater and Zero Callable.Actively manage a total $ 5 billion CMOs portfolio, mainly covering Agency RMBS.Actively manage a total $ 800 million Income Fund Portfolio.Recommend for US and Australia rates and Income Fund tactical positions based on Macro research and TWD view, and also responsible for idea generation, cross asset allocation, portfolio construction, security selection and investment research in CMOs, Structure Notes, Callable Bonds and Municipal Bonds. Show less

Alan Lai Skills

Fixed Income Analysis Fixed Income Portfolio Management Credit Analysis Fixed Income Strategies Financial Analysis Fundamental Analysis Mutual Funds Financial Modeling Microsoft Excel Bloomberg Program Trading

Alan Lai Education Details

Frequently Asked Questions about Alan Lai

What company does Alan Lai work for?

Alan Lai works for 凱基證券股份有限公司

What is Alan Lai's role at the current company?

Alan Lai's current role is Fixed Income Portfolio Manager(Cathay Life Insurance).

What is Alan Lai's email address?

Alan Lai's email address is al****@****.com.tw

What schools did Alan Lai attend?

Alan Lai attended National Cheng Kung University.

What skills is Alan Lai known for?

Alan Lai has skills like Fixed Income Analysis, Fixed Income Portfolio Management, Credit Analysis, Fixed Income Strategies, Financial Analysis, Fundamental Analysis, Mutual Funds, Financial Modeling, Microsoft Excel, Bloomberg, Program Trading.

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