David Fu Email & Phone Number

• Launch coverage of major international technology companies by building detail financial models, analyzing company competitive positioning in its major markets, conducting independent industry research, and speaking with sell-side industry contacts.• Author research reports and present investment ideas to portfolio manager.• Perform due diligence level research on companies for equity valuation, value equities using DCF valuations and performed scenario analysis• Support Sr. managers in relationship management and interact with current and prospective clients. Prepare marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions.

• Involved in firm-wide strategic and tactical asset allocation process, as well as top-down economic research for both developed and emerging markets. This included the analysis of valuations and trends in sector and cross-border markets, currency research, and standardized monthly reports.• Assumed ownership of a principal Asia Pacific emerging market (China) macroeconomic analysis process and gave monthly updates. Implemented subjective analysis, improved reliability, and enhanced data capabilities.• Analyzed industry data to develop proprietary model forecasting the relationship between emission allowance price, crude oil price, and profit margin of oil companies.• Wrote research report on the industry trend of capacity factors, and the implied long-term effects on companies’ profitability.