David Li, Cfa Email & Phone Number

Wuhan, Hubei, China

1. Build Corporate Investment Strategy: Build group-level strategic investment deployments, responsible for external investment projects (emerging brands, upstream supply chain, offline retail chains, etc.), including sourcing, negotiation, proposal design, meetings, capital contribution, and post-investment management.2. Post-Investment/Capital Operation: Support invested projects in business collaboration (sales, channels, marketing, branding, IT, etc.), help CEOs connecting with… Show more 1. Build Corporate Investment Strategy: Build group-level strategic investment deployments, responsible for external investment projects (emerging brands, upstream supply chain, offline retail chains, etc.), including sourcing, negotiation, proposal design, meetings, capital contribution, and post-investment management.2. Post-Investment/Capital Operation: Support invested projects in business collaboration (sales, channels, marketing, branding, IT, etc.), help CEOs connecting with investment institutions and obtain equity financing, maximize the value of portfolios.3. Ecosystem Management: Responsible for capital management of internally incubated innovation and entrepreneurship projects within the group, design subsidiary capital structure, project equity and option incentive schemes, tackle specific project difficulties, lead asset/equity restructuring for problematic projects, regularly track ecosystem project operations and sync with management.4. Industry Research: Responsible for research on F&B industry chains and segment analysis.【Performance】:1. As project manager, completed strategic investment in a leading store brand, achieving 7x growth in 2022; also invested in 2 emerging casual food brands (kids snacks, bakery) during the same period.2. As project manager, completed minority equity investment in 1 supply chain factory, coordinated business and order resources to optimize procurement costs, supported 3x revenue growth in 2022 with continued improvement.3. Assisted invested project in succeeding next round of equity financing, with 3.6x valuation growth, also participated in its factory acquisition.4. Responsible for post-investment tracking, business collaboration and financing support for 6 incubated projects/subsidiaries within group, completed equity restructuring for 2 projects, helped 1 project enter financing agreement stage. Show less

Beijing City, China

1. Project Investment: Project sourcing, screening, commercial negotiation, due diligence, valuation modeling, signing investment agreements, investment execution until post-investment handover. 2. Fund Raising: Raised funds from institutional investors including commercial banks, FOFs, insurance asset management funds, government funds, etc. Set up private equity funds, responsible for transaction structuring, internal/external approvals, fund disbursement control, post-investment… Show more 1. Project Investment: Project sourcing, screening, commercial negotiation, due diligence, valuation modeling, signing investment agreements, investment execution until post-investment handover. 2. Fund Raising: Raised funds from institutional investors including commercial banks, FOFs, insurance asset management funds, government funds, etc. Set up private equity funds, responsible for transaction structuring, internal/external approvals, fund disbursement control, post-investment management.3. Industry Research: Responsible for research on infrastructure and public service industries, exploration of emerging incubation businesses, etc.4. Institutional Relationships: Developed and maintained investor relationships, including but not limited to: PICC Asset Management, CLIC Investment Holdings, Taikang Asset, China-Italy Asset, Great Wall Wealth, CPIC Investment Fund, Taiping Asset Management, Three Gorges Capital, CPPP Fund, and other top-tier asset management and fund institutions.Key Achievements:1. Completed 4 private equity fund investments totaling RMB 2.7 billion in committed capital.2. Led fund establishment collaborations with PICC Asset Management, CPIC Investment, Taikang Asset, Great Wall Wealth Asset.3. Awarded "Outstanding Employee" in 2019.4. Seconded to the Ministry of Finance's China PPP Fund (RMB180 billion AUM) from Jul 2018 to Jan 2019. Participated in 3 investments totaling RMB1.8 billion, and was awarded for outstanding performance. Show less

Beijing, China

1. Research Related: Responsible for industry and key target research coverage in areas including TMT, entertainment, consumption, etc. Prepare research reports internally and externally to support business operations. 2. Investment Management: Responsible for sourcing, screening, negotiation & due diligence, portfolio construction and implementation of private equity projects in emerging area.

Nairobi, Kenya

1. Property investment analyzing;2. Project cost management;3. Potential properties & projects negotiation;4. Marketing.