Chiao Ni Wang Email & Phone Number

Columbus, Ohio

Corning, New York

* Initiated and managed positions that outperformed S&P 500 by 89% or by annualized 10% in 5 years with 25% of initiations ended up as M&A targets and returned averagely 76%; delivered hit rate of 63% and win-loss ratio of 1.1 in relative return to S&P 500; delivered hit rate of 73% and win -loss ratio of 2.6 with small/mid cap initiations in relative return to Russell 2000* Co-managed $25M equity portfolios of 3 funds that outperformed the benchmark by 1.88%, 1.31% , and 1.52% YTD and ranked in top 14%, 16%, and 15% among comparable funds as of 08/31/16* Built and back-tested quantitative equity screens, conducted financial and fundamental analyses by analyzing industry value chains, interviewing with management, constructing financial models and DCF valuation models based on adjusted/normalized ROIC mean reversion, and produced detailed research reports on presented investment ideas* Performed portfolio analytics including Brinson model and risk factor model attribution analysis, contribution analysis, VaR, ex-ante/ ex-post tracking error, and other risk and performance statistics* Built asset allocation strategies and made fund selection recommendations that met clients’ investment objectives and risk tolerance mandate by performing macroeconomic analysis, valuation analysis, and portfolio analytics* Advised private clients on real estate deals including land acquisition and equity interests/ hard lending terms by building financial models to generate cash flow/IRR projection and sensitivity analysis

Consulting a hedge fund on research projects of non tech sector companies listed in US and Asia

* Made stock recommendations across various sectors in international equity markets with realized return of $30M and IPO investments with average first day return of 16% * Realized a 4% return in South Korea over one month in 07’, outperforming the market by 4%; generated a 25% return in Hong Kong over two months in 09’, beating the market by 10%; increased yearly average relative return from less than 3% to over 7% in Taiwan by outperforming the market in every consecutive year and setting new record high in 08’ at +12% and again in 09’ at +13%.* Presented long ideas to the Annual Round Table Meeting with the highest ranking amongst the team with an average return of 148% in 2009.* Initiated Asia long ideas that averagely outperformed underlying broad markets by 54% and 36% respectively in 09’ and in 10’.* Developed investment ideas by conducting industry and bottom-up research involving meetings with managements and industry contacts, valuation analysis, and financial forecasting.* Produced research notes on stock recommendations, industry and company updates, special events, and macro/sector themes.* Published Greater China Daily Newsletters to update portfolio managers and sector analysts on macroeconomics, property market, policy updates, and industry trends.* Coordinated research resources for sector analysts and communicated with various desks to streamline funds’ trading operations.

* Initiated research on the asset play theme in the Taiwan financial sector and presented the top pick idea, which climbed 16% over one month, beating the market and the sector by 15% and 20%.* Led efforts in supporting the team’s coverage of four technology stocks.* Assisted sales in Global desk on trading calls

* Five-time winner of monthly best asset allocation strategy in the global team.* Made regional and sector allocation recommendations that improved return of the $250M fund of funds from annualized -14% to 11%.* Initiated commodity, material sector, and natural resource sector research.* Built fund's investment strategies in Asian market, energy sector, and commodity sector.* Developed and presented investment outlooks on Asian markets, oil, and commodity price to the global investment team.* Published research reports on emerging Asian markets and commodity markets.* Produced fund's monthly investment summary and factsheets.

* Created investment strategies for the wealth management teams from three top Taiwan banks.* Launched research on mid/small cap, emerging market, gold, and energy equity products.* Developed marketing strategies and led marketing activities that led to AUM growth of 200% or $400 M.* Managed public relations, increased media exposure by +350%, and saved 80% advertisement expense.* Taught capital markets and economics to 4,000+ financial advisers from 17 financial institutions.* Published daily, monthly, and quarterly research reports and investment commentaries on global equity markets, fixed income markets, commodity markets, and economic trends.* Built asset allocation frameworks and developed mutual fund allocation recommendations for financial advisers on Investment Linked Policies.

* Made trading calls on prospective M&A activity in the domestic financial sector.* Conducted research on financial sector and industrial computer sector.* Presented trading calls and company updates to the sales team in daily morning meetings and weekly research team meetings.* Published research reports on assigned sectors and companies.

* Tracked DCB, ECB, GDR, and ADR arbitrage opportunities for clients.* Assisted the Analyst with coverage on transportation sector.* Managed firm wide research portal website.* Managed on line trading business.

Mba, Research, Sales And Trading Immersion

Activities and Societies: Parker Center Portfolio Manager, The MBA Stock Pitch Competition 2006 Cornell Team Captain, Investment.

Bachelor Of Business Administration, Finance

Activities and Societies: VP of Astronomy Club