Brian Oh Email & Phone Number

New York, Ny, Us

New York, Ny, Us

US Technology Sector Coverage- Drive alpha-generating insights via meticulous research to empower investors

New York, New York, Us

Global Technology Sector Coverage:- Specialized in Technology sector analysis, including internet, media, entertainment, and HardwareCovered key global markets: Japan, USA, Korea, China, and Europe.- Expertise in software sector analysis: Communication, Media, Internet, Interactive Entertainment, E-commerce.Strategic Investment Selection:- Applied data-driven strategies to achieve 52% earning hit rate.- Utilized intangible assets and proprietary data for alpha generation.Market Analysis and Research:- Led research to identify 20-40 high-value investment opportunities from a $10 trillion market.- Utilized data analytics and industry networks for market insights.Portfolio Risk Management:- Managed diversified portfolios with specific gross/net exposure targets.- Implemented geographical diversification to mitigate risk.- Enforced liquidity risk controls to maintain position sizes.Key Achievements:- Drove tenfold capital investment increase through strategic investor engagement.- Transitioned a hedge fund to a family office, demonstrating strategic adaptability.

Austin, Texas, Us

Asia Technology Sector Coverage:- Specialized in technology and consumer sectors in Asia, including Japan, Korea, and China.Focused on software, hardware, semiconductor, and interactive entertainment sectors.- Applied portfolio management and time management skills to meet dynamic sector demands.International Investment Expansion:- Led expansion of investment opportunities in Asia, especially in Japan and Korea.- Demonstrated deal sourcing and financial analysis expertise, enhancing portfolio diversity and returns.Due Diligence and Company Analysis:- Conducted due diligence for entertainment companies like BLUEHOLE (Asia) and ZOMBS ROYALE (US).- Performed financial modeling and market analysis, contributing to successful investments.Sector Management and Strategy Implementation:- Managed entertainment and technology sectors in Japan, China, and Korea.- Devised and executed strategies, leading to growth in market share and revenue.Investment Idea Origination and Research:- Originated investment ideas, supported by comprehensive financial modeling and risk analysis.Conducted target screening and industry analysis, boosting portfolio performance.Private Deal Facilitation:- Developed private deal flows, leveraging venture capital and startup industry contacts.- Enhanced deal closures and partnerships through effective networking and negotiation.

Market Research and Equity Positioning:- Executed exhaustive market research, leading to the identification and execution of over 15 long/short equity positions in the Korean market.- Achieved a 20% year-over-year increase in portfolio performance through strategic market analysis.Financial Modeling and M&A Analysis:Developed intricate financial models to analyze and execute over five M&A transactions.- Enhanced investment portfolio diversity and potential for high returns through detailed transaction analysis.Valuation and Investment Analysis:- Performed comprehensive valuations using comparables and discounted cash flow analysis.- Influenced investment decisions for assets exceeding $500 million through meticulous valuation.Investment Pitching and Strategic Influence:- Successfully pitched and secured investment committee approval for over ten high-value investment ideas.- Directly impacted the fund's strategic direction and financial growth through effective proposal and communication skills.

Charlotte, Nc, Us

Capital Analysis and Currency Trading:- Conducted extensive capital analyses, assessing impacts on currency trading desks across Central and Eastern Europe, the Middle East, and Africa.- Provided insights on market dynamics, influencing trading strategies and outcomes.Trader Advisory and Risk Management:- Advised traders on risk-taking behavior, leveraging expertise in market trends and product knowledge.- Directed usage of trading limits and new product initiatives, ensuring adherence to up-to-date market scenarios.

Charlotte, Nc, Us

Risk Threshold Assessment and Setup:- Conducted in-depth assessments to establish risk thresholds for various financial instruments.- Focused on comprehensive risk evaluations using tools like Bloomberg, APL, and Pantheon.Derivatives and Financial Instruments Analysis:- Specialized in analyzing complex interest rate derivatives, including vanilla swaps, Bermudan and European Swaptions, floors, Treasury futures, and options.- Provided detailed evaluations and risk management strategies for these instruments.- Executed Pantheon, APL, and Bloomberg to evaluate fair value of Vanilla swaps, Bermudan and European Swaptions, Caps and floors, CMS Swaps, Treasury futures / options, and other complex interest rate derivatives.

United States, Us

Leadership and Command Assistance:- Actively assisted Colonel Petrassi, Chief of Command, and JCISA, contributing to mission-critical operations and strategic planning.Transportation and Communication Management:- Spearheaded transportation and communication logistics, playing a pivotal role in the successful execution of missions.

Bachelor Of Science, Business Administration; Finance

Fall Winter 8 Weeks Program, Investment Banking In Practice: Financial Modeling & Valuation