Jeff Li

Jeff Li Email and Phone Number

Alternative Investment @ Wilton, CT, US
Wilton, CT, US
Jeff Li's Location
Wilton Center, Connecticut, United States, United States
Jeff Li's Contact Details

Jeff Li personal email

n/a
About Jeff Li

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.

Jeff Li's Current Company Details
Everest Strategic Asset Management

Everest Strategic Asset Management

Alternative Investment
Wilton, CT, US
Jeff Li Work Experience Details
  • Everest Strategic Asset Management
    Everest Strategic Asset Management
    Wilton, Ct, Us
  • Gopher Asset Management International
    Ceo
    Gopher Asset Management International 2023 - Present
  • Sycamore Investment Services Ltd
    Chief Executive Officer
    Sycamore Investment Services Ltd Dec 2019 - Present
    Technology 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.
  • Noah Holdings/Gopher Asset Management
    Chief Product Strategy Officer/Coo
    Noah Holdings/Gopher Asset Management Apr 2020 - Apr 2021
    Responsible 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.
  • Lufax Holdings, A Subsidiary Of Pingan Group
    Chief Product Officer
    Lufax Holdings, A Subsidiary Of Pingan Group Apr 2018 - Nov 2019
    Chief 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).
  • Sycamore Investment Services
    Co-Founder, Chairman And Ceo
    Sycamore Investment Services Nov 2015 - Mar 2018
    Sycamore 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."
  • Citco Fund Services (Shanghai)
    Managing Director/Chairman
    Citco Fund Services (Shanghai) Jul 2010 - Nov 2015
    Overall management responsibility for Citco’s China business. Member of the Advisory Board of Shanghai Financial Office’s first QDLP program.
  • Ophedge Investment Services
    Co-Founder/Cto
    Ophedge Investment Services Mar 2004 - Dec 2010
    Us
    Successfully grew the hedge fund operation business to $37B AUA. Completed the asset sale to Citco Fund Services in April 2010.
  • Goldman Sachs
    Vice President Of The Equity Quantitative Strategies Group
    Goldman Sachs Dec 1998 - Mar 2004
    New York, New York, Us
  • Long-Term Capital Management
    Senior Architect And Strategist
    Long-Term Capital Management Apr 1997 - Dec 1998

Jeff Li Skills

Hedge Funds Equities Asset Managment Portfolio Management Investments Derivatives Asset Management Strategy Fixed Income Management Alternative Investments Investment Banking Due Diligence Risk Management Private Equity Capital Markets Bloomberg

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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