Bertram Lai

Bertram Lai Email and Phone Number

Managing Director, Group Head of Research @ CGS-CIMB Securities
Hong Kong
Bertram Lai's Location
Hong Kong SAR, United States
Bertram Lai's Contact Details

Bertram Lai personal email

n/a
About Bertram Lai

Award winning analyst with well-rounded background as consultant with strong managerial, research and marketing skills. Extensive execution experience, cross-cultural communication skills and solid analytical ability looking to deploy these capabilities to help identify and manage investments in a team environment. MBA (INSEAD), CFA Certificate in ESG Investing, Series 16, Responsible Officer (Type 4).

Bertram Lai's Current Company Details
CGS-CIMB Securities

Cgs-Cimb Securities

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Managing Director, Group Head of Research
Hong Kong
Website:
cgs-cimb.com
Employees:
743
Bertram Lai Work Experience Details
  • Cgs-Cimb Securities
    Managing Director, Group Head Of Research
    Cgs-Cimb Securities
    Hong Kong
    View
  • Cgs International Securities
    Managing Director, Group Head Of Research
    Cgs International Securities May 2018 - Present
  • Cgs-Cimb Securities
    Group Head Of Environmental, Social And Governance
    Cgs-Cimb Securities Jan 2021 - Jan 2023
    Singapore, Singapore, Sg
    View
  • Cgs-Cimb Securities
    Head Of Institutional Client Management
    Cgs-Cimb Securities Jan 2018 - Dec 2020
    Singapore, Singapore, Sg
    View
  • Cimb
    Head Of Equity
    Cimb Jan 2016 - May 2018
    Kuala Lumpur, My
    Drive overall profitability of the Equities business of CIMB in Hong Kong and China. This includes research product positioning, client segmentation and sales/sales trading. Responsibility for A-share research initiative as well as MiFID II preparation.
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  • Cimb
    Head Of Research
    Cimb Jan 2014 - Jan 2016
    Kuala Lumpur, My
    Management of HK/China research team. Leadership of HK research product.
    View
  • Cimb
    Director, Greater China Telecomunications Research
    Cimb Jul 2012 - Jan 2016
    Kuala Lumpur, My
    Re-initiated coverage of Chinese telecom operators in Oct 2012 and telecom equipment (ongoing). Expanding coverage to Taiwan and Hong Kong. Recognised in II votes as well as internal client votes amongst priority accounts. Good corporate relationships with Chinese operator participation in CIMB conferences. Launched timely coverage of Chinese smartphone vendors and organised conferences.
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  • Cimb
    Head Of Research
    Cimb Aug 2009 - Jun 2012
    Kuala Lumpur, My
    Management of HK/China research team including recruitment, compensation, performance management, appraisals, mentoring, etcLeadership of HK research product: Worked with Sales desks with disparate goals and objectives to identify and focus products and stock coverage. CIMB HK Research ranked 24th in AsiaMoney in 2011 (19th in 2010) ahead of much larger and more expensive teams. Ranked 22nd in II survey for 2010 and 6th in Starmine for 2007.Write HK/China Strategy: Re-launched product in 3Q11, speaking at the ASEAN Conference in Oct 2011 and marketing in Asia (KL/SH) in Jan/Feb. Ranked 25th in AsiaMoney broker poll in 2011 (24th in 2010 and 2009). Ranked 21st in II survey 2010 - 7 personal votes in 2010 II survey
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  • Cimb
    Deputy Head Of Research
    Cimb Sep 2004 - Aug 2009
    Kuala Lumpur, My
    Deputy Head of Research responsible for managing team of six writing analysts. Research analyst covering Hong Kong and China telecoms, industrials and technology.
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  • Lehman Brothers
    Equity Analyst Asian Financial Institutions
    Lehman Brothers Feb 2001 - Feb 2003
    Us
    Covered Singapore Banks; supporting analyst for South Korea, Indonesia, Thailand, Philippines.
    View
  • Accenture
    Manager
    Accenture Feb 1991 - Aug 1999
    Dublin 2, Ie
    Manager Process/Financial Institutions practice
    View

Bertram Lai Skills

Product Management Equity Research Banking Investment Banking Valuation Equities Capital Markets Financial Services Financial Modeling Emerging Markets Equity Valuation Investments

Bertram Lai Education Details

  • Insead
    Insead
    Finance
  • University Of Sydney
    University Of Sydney
    Accounting
  • Cfa Institute
    Cfa Institute
    Level Ii
  • L'Institute Francais
    L'Institute Francais
    Intermediare 1
  • Beijing Yuyan Wenhua Daxue
    Beijing Yuyan Wenhua Daxue
    Putonghua
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Graduate Diploma Courses
  • Dripstone High School
    Dripstone High School
    Mathematics
  • Cdnis
    Cdnis
  • Cdnis
    Cdnis
  • Cfa Institute
    Cfa Institute
    Esg Investing

Frequently Asked Questions about Bertram Lai

What company does Bertram Lai work for?

Bertram Lai works for Cgs-Cimb Securities

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

Bertram Lai's current role is Managing Director, Group Head of Research.

What is Bertram Lai's email address?

Bertram Lai's email address is be****@****ead.edu

What schools did Bertram Lai attend?

Bertram Lai attended Insead, University Of Sydney, Cfa Institute, L'institute Francais, Beijing Yuyan Wenhua Daxue, Securities Institute Of Australia, Dripstone High School, Cdnis, Cdnis, Cfa Institute.

What are some of Bertram Lai's interests?

Bertram Lai has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Poverty Alleviation, Science And Technology, Human Rights, Health.

What skills is Bertram Lai known for?

Bertram Lai has skills like Product Management, Equity Research, Banking, Investment Banking, Valuation, Equities, Capital Markets, Financial Services, Financial Modeling, Emerging Markets, Equity Valuation, Investments.

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