David M. Nesbitt Email & Phone Number

Hong Kong

Managing Discretionary Managed Accounts, and advising on proposed private internal funds for the E-Belt Group.

Hong Kong Sar And Canada

Hong Kong

Hong Kong

Brought on to assist Managing Director with operations and regional transition to SME status. Assisted in on-boarding two major trusts, totaling 18,000 members. Reviewed and approved all marketing and branding communication. Served as an active member/advisor of Executive Board and coordinated Board agendas. Member of Compensation and Audit Committees. Integral resource for Trust and Beneficiary administration.

Hong Kong

Key Achievements:• Built, created and sold to a 7 country prospect base in SEA, the UK, Switzerland, and the U.S.• Established 25 new private banking relationships. Positioned company key business partner for SHK Financial.• Served as keynote for the Global Asset Allocation Forum, Seoul, 2014.

Hong Kong

Key Achievements:• Led the largest Canadian Chamber outside of Canada and the 4th largest Chamber of Commerce in Hong Kong.• Assembled new committees and facilitated government advocacy submission.• Spearheaded the development of new corporate governance articles for the chamber.

Hong Kong

Key Achievements:• Raised capital for the energy, real estate, and hospitality sectors.• Created and submitted a PE firm’s SFC business plan and registration application.• Advised internal trust portfolios on asset allocation.• Maintained RO designation and licenses with APG (March 2003 – Sept 2013).

Hong Kong

Established Black Castle Group's newest office in Hong Kong, to focus on customized porfolios for private banks, family offices and pension plans. Created portfolio strategies for build AUM in 10 Australasian countries

Hong Kong

Key Achievements:• Guided the establishment of Hong Kong branch start-up; enhanced and re-connected with EIM's ASEAN client base. • Built sales and marketing strategies for SEA, North Asia and Australia. Marketed to over 100 Australian and SEA institutions.• Advised New York and Swiss subsidiaries on Asian prospects; Created SFC registration submission.

Hong Kong

COMPANY PROFILEGlobal private bank with over 10,000 clients: total bank assets more than USD1 trillion.ROLEIntegral player in launch of HSBC family office start-up in Asia. Liaised with global investment and consulting teams, supporting 120 relationship managers in portfolio structuring: build-out marketing, presentation and asset allocation modeling. Delivered strategic investment advice for ultra-high net worth families. Notable: built a sophisticated qualitative portfolio review style / overview to gain revenue by advising large clients on securities and currencies. Became an internal educator and asset allocation resource.

Hong Kong

COMPANY PROFILEForty-country, USD 400 million profit recovery and enhancement company (largest client -- Wal-Mart).ROLEAs an advisor and partner to industry, create and build initial market research and sales to gain new share of business with large existing clients and add new multi-national clients in a relatively new Asian region.IMPACTDeveloped / managed 60-company business pipeline of new corporate prospects with high underlying dollar potential, using association, government, and competitor knowledge. Established new relationships and/or renewed important multi-national commitments with companies including Duty Free Shoppers, Dairy Farm, Dragonair, Mass Transit Railway Corp., Reuters, and Bloomberg.

Hong Kong

PROFILEUSD 220 billion, multi-product investment management company.ROLERecruited by CEO / CIO to build and brand a new Asia-Pacific start-up business from a virtually zero client / prospect base, ultimately delivering USD 1.1 billion assets under management.Managed Asia-Pacific start-up covering 10 countries and USD 1 million+ budget. Focused on global, US, and alternative investment portfolios. Established complex, multi-country virtual client-service teams from the UK, North America, and Asia-Pacific. Opened Australian office, serving as Director.Notable:* Built business to ultimately generate US $40 million in gross income over 8 years. * Grew a USD 500 million new-client base in European equities. * Established regional prospect / consultant database of 600 institutions, including Sovereign Wealth Funds. * Created USD 15 million+ in profits by introducing over 20 US and international investment products.

Hong Kong

COMPANY PROFILESubsidiary of international equity, fixed income, and investment-banking group.ROLECharged with rebuilding branch team and boosting profits. Built team to 12, using networking, recruiters, and "Canadian-oriented" sales staff. Enhanced relationships with high-net-worh family office clients. Grew regionally; penetrated new sectors. Notable: Placed small Hong Kong branch "on the map" as a profitable new Asian player serving high-net-worth clients and major institutional accounts. * Spiked profits to CDN $1M (1987$) from low base. Became Main Board Director (top 4% of company). * Created joint venture with Canada's best-branded international broker and Hong Kong's largest real estate developer. * Added Canadian Imperial Bank of Commerce Private Banking as a client. * Opened Asia-Pacific mega-client-Government of Singapore Investment Corporation (CDN $300,000 in revenue, year 1 of trading). * Led office to obtain CDN $30M equity order, JV's largest.

Canadian Investment Finance, Parts I & Ii, Business And Finance Related

CONTINUING EDUCATION More than 450 hours of professional development: American Express, Hong Kong Securities Institute, Canadian.

Master Of Business Administration (M.B.A.), Economics, Marketing

B.A., Economics, Psychology