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Jeff has 25 years of executive management experiences in financial industry in US and China, especially in hedge fund management, operation management, asset allocations, quantitative investment strategies and digital wealth management. He is currently the CEO of Sycamore Investment Services, specialized in alternative investment services. He is the independent director of the board of NASDAQ SPAC company Redwoods Acquisition Corp.From 2020 to 2021, Jeff was the Chief Product Strategy Officer of Noah Holding (NYSE:NOAH), one of the largest wealth management companies in China, he was also the COO of Gopher Asset Management, the largest private fund management company in China with AUM over US$25Bn, and wholly owned by Noah Group. Before that, he was the Chief Product Officer and member of Executive Committee of Lufax Holding (NYSE:LU), 2nd largest online wealth management platform in China, where he was responsible for developing company’s investment product strategy, innovation and execution, as well as digital wealth management solutions for retail customers. Jeff is the Director of China Absolute Return Association and Advisor of China Hedge Fund Research Center. He was also the member of the Editor of Board of Journal of Alternative Investment and was member of the 1st QDLP Advisory Committee.Prior to Lufax, Jeff was the co-founder, CEO & Chairman of Sycamore Investment Services – a technology empowered investment advisory company in China, specialized in cross-border asset allocation and alternative investment services for institutional investors. In 2018 it completed its asset sale to PingAn Group. In 2004 Jeff co-founded OpHedge Investment Services, which became the world's 7th largest independent hedge fund administrator and successfully completed the strategic partnership with CITCO in May 2010. He continued to serve as the Managing Director and Chairman of Citco (China) till 2015. Prior to OpHedge, Jeff served as Vice President of the Equity Quantitative Strategies Group of Goldman Sachs & Co in NY from 1998 to 2004; and before that, as an investment strategist and senior architect at hedge fund Long-Term Capital Management (LTCM).Jeff holds degrees of M.S. in Computer Science, M.S. in Electronic Engineering, B.S. in Physics and EMBA.
Everest Strategic Asset Management
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Everest Strategic Asset ManagementWilton, Ct, Us
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CeoGopher Asset Management International 2023 - Present
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Chief Executive OfficerSycamore Investment Services Ltd Dec 2019 - PresentTechnology driven investment advisory and consulting firm specialized in cross-border alternative investment services for institutional investors. Design and implement customized investment solutions through actively managing the China domestic hedge fund portfolios via QFII scheme.
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Chief Product Strategy Officer/CooNoah Holdings/Gopher Asset Management Apr 2020 - Apr 2021Responsible for company's investment product strategy development and product digital transformation; lead goal-base digital investment solutions for HNWI customers; overall responsible for Gopher Asset Management's business operations.
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Chief Product OfficerLufax Holdings, A Subsidiary Of Pingan Group Apr 2018 - Nov 2019Chief Product Officer and member of Executive Committee, Product Committee and Investment Committee. Responsible for the next generation investment product strategy and execution. Applying the cutting edge AI, quantitative investment technology and behavioral finance methodology in wealth management business (robo-advisory, cross-border investment and KYC/KYP).
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Co-Founder, Chairman And CeoSycamore Investment Services Nov 2015 - Mar 2018Sycamore was founded by a group of renowned financial experts in 2015 in Shanghai. The team comprises of experts with backgrounds from large international hedge fund companies who specialize in fund management, operational services and investment consulting. Based on our advanced technology platform, we provide full-scale and customized investment advisory services for cross border asset allocations. In 2018 Sycamore completed its asset sale to Lufax Holding, the largest online wealth management platform in China. "Our products and services are empowered by our proprietary quantitative fund scoring and asset allocation system CBAAS (Cross-Border Asset Allocation System), a forward-looking multi-factor model that we built in-house with 20-plus years of academic research and real-world experience. In addition, we also offer consulting services to foreign institutions regarding market intelligence on investment environment specific to China."
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Managing Director/ChairmanCitco Fund Services (Shanghai) Jul 2010 - Nov 2015Overall management responsibility for Citco’s China business. Member of the Advisory Board of Shanghai Financial Office’s first QDLP program.
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Co-Founder/CtoOphedge Investment Services Mar 2004 - Dec 2010UsSuccessfully grew the hedge fund operation business to $37B AUA. Completed the asset sale to Citco Fund Services in April 2010. -
Vice President Of The Equity Quantitative Strategies GroupGoldman Sachs Dec 1998 - Mar 2004New York, New York, Us -
Senior Architect And StrategistLong-Term Capital Management Apr 1997 - Dec 1998
Jeff Li Skills
Frequently Asked Questions about Jeff Li
What company does Jeff Li work for?
Jeff Li works for Everest Strategic Asset Management
What is Jeff Li's role at the current company?
Jeff Li's current role is Alternative Investment.
What is Jeff Li's email address?
Jeff Li's email address is je****@****tco.com
What are some of Jeff Li's interests?
Jeff Li has interest in Economic Empowerment.
What skills is Jeff Li known for?
Jeff Li has skills like Hedge Funds, Equities, Asset Managment, Portfolio Management, Investments, Derivatives, Asset Management, Strategy, Fixed Income, Management, Alternative Investments, Investment Banking.
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