Focus on financial planning, retirement planning, including tax minimization strategies, and crafting investment portfolios individually designed to protect and grow our clients’ assets in any environment.

Manage the Delaware registered Digital Asset fund that seeks to capture the long-term adoption led growth of crypto currencies and digital assets. The fund aims to construct a portfolio of blue-chip tokens in emerging blockchains and take significant unhedged exposure to the asset class with a 3-5 year investment horizon. The fund does not anticipate employing leverage and will aim to dampen volatility at multi-year peaks.

RockDen Advisors is a fee-only fiduciary investment management firm helping individuals make active allocation decisions to overcome low real yields and high valuations of the current market conditions.Bringing two decades of institutional macro-economics and markets experience to navigate client portfolios, we offer tailored solutions to help protect and build your retirement savings. This may include a small allocation to digital assets such as crypto and bitcoin.We provide holistic financial plans tailored to each client and aimed at minimizing taxes, managing your cash flow and simplifying your financial life.Visit rockdenadvisors.com today to learn more.

• Followed global macroeconomic data and valuation parameters to drive asset allocation to match individual clients’ risk/reward thresholds.• Generated pipeline of new clients for conservative wealth advisory firm by articulating the value proposition through in-person meetings, webinars and workshops. • Conducted extensive research on digital assets, created The Investment Case for Bitcoin presentation for internal and external use and evaluated crypto custody solutions.

APAC Advisory Sales - Singapore• Managed strategic APAC relationship with global clients to drive UBS Investment Bank products & services revenue. Coordinated multiple stakeholders at both client and UBS. • Grew 2018 client revenue +12% to over $20m against a flat target. UBS APAC sales team #2 ranked in Institutional Investor survey. • Focus on green energy via China’s burgeoning solar wafer & nuclear energy industry.Head of Indonesia Advisory Sales (2012 - 2016) • Raised UBS Indonesia market share from #7 in 2011 to Top 3 from 2012 - 2016. Grew markets revenue over 20% against industry revenue -15%. • Organized UBS Indonesia Investment Conference that brought together over 100 global investors and 50 domestic companies. Interacted with company founders & CEOs. • Marketed multiple global IPO and secondary equity offerings from Indonesia.

• Managed an Asia-Pac long-short equity allocation of $5bn global multi-strategy fund. Originated ideas, timed market entry and risk-managed portfolio. • Built and maintained financial models projecting companies’ operating metrics, working capital, capex and other factors that drove ROIC/ROE and valuation. • Incorporated global macro and asset allocation data into portfolio construction.

Co-Portfolio Manager (2007 - 2008)• Incubated Emerging Markets long-only equity fund (+24%) and Emerging Markets L/S equity fund (+9%) from May 2007 to March 2008.• Actively modeled portfolio companies’ financials and frequently communicated with management, industry contacts and peer companies. • Presented fund to prospective foundations, consultants and pension clients. Analyst (2003 - 2008)• Generated APAC stock picks for top-decile performance of $8bn international long-only fund and $1bn hedge fund that was +40% CAGR from 2003 to 2007. • Maintained detailed financial models of invested companies. • Hedge fund top 5-ranked in Bloomberg Magazine’s 2006 & 2007 rankings.

• Analyzed, modeled and recommended companies in South East Asia for $6bn Emerging Markets fund. Presented ideas to the weekly investment committee. • Travelled extensively to the region and developed senior management relationships via long term ownership. • Developed network of smaller company contacts to channel-check investments to better understand barriers to entry and start-up challenges. • Present at annual client forum to endowment, foundation and pension clients.

Equity analyst for SG Securities (Crosby Securities) based in Hong Kong, Singapore and Indonesia