Kai Wu Email & Phone Number

• Lead the company’s French plant project finance with the external consultants.
• Lead the insurance/risk management project regarding the French plant with the external consultant.
• Formulated a series of joint venture strategies with OEMs and material suppliers from strategic alignment, capital contribution, revenue sharing and exit strategy perspectives.
• Optimized the finance terms of the grant contract with the French State.
• Negotiated the terms of bank loans to strike a balance between shareholders and debtors particularly on liquidation preference and valuation. Finally obtained the first-ever syndicated loan (>TWD 3bn) mandate from a.
• Co-lead the company’s global corporate legal structure optimization with the external tax consultant.

• Managed HSBC China High Yield Bond Fund and HSBC Global Income Bond Fund
• Oversee the investment activities of the outsourced fund managers and formulated credit investment strategies for HSBC global team to generate alpha
• Keynote speaker on HSBC annual macro house views for 300+ HSBC private banking clients to deliver my in-depth analysis on Russian-Ukraine issue and predicted that an invasion is more likely than market expected and the.
• Constructed and simulated a fund consisted of REITs and fixed income with the use of efficient frontier, multifactor models and VaR in order to optimize the return/risk profile

• Managed Nomura China Bond Fund
• Constructed a diversified bond portfolio that consist of ~60% China credits and ~40% offshore credits with average rating at A- and yield above 4%
• Analyzed EM USD high yield credits with forensic approaches in order to detect financial irregularities such as hidden debts, overstated operating cash flow and aggressive revenue recognition
• Selected credits with adjusted rating agencies’ methodologies and relative value comparison
• Developed FX/interest rate view and implement it into portfolio hedging or speculation strategy
• Managed relationships with bond issuers, rating agencies, investment banks, international fund houses, local reporters and independent research firms

• Covered most Asia high yield credits and EM quasi sovereign credits
• Incorporated global rating agencies’ rating methodology into my internal rating model to better reflect the creditworthiness of the bonds
• Assisted in management and oversight of 3 money market funds and conducted stress testing

Taipei City, Taiwan

• Managed G7/TWD FX forward, swaps, interest rate swap and cross currency swap flow from CTBC’s clients including TSMC and Cathay Life Insurance
• Proprietary trading in US Treasury Bond futures, Japan Government Bond futures, German Bund futures and China Policy Bank Bonds
• Assisted in Formosa bonds’ swaption hedging/speculation

Taipei

• Managed CTBC’s commodity swaps, commodity option and futures books
• Developed a capital charge minimizing system that saved NT$ 10 million and enabled traders to incorporate the capital costs based on Basel II into their strategies to optimize the total profit of the trading desks.

Taipei

• Trader on the FX Spot book that responsible for market making, client deals quotation and proprietary trading
• Performed training rotation in the bank (MA Program)

Taipei

Master Of Science (M.S.), Industrial Engineering

Bachelor Of Science (B.S.), Mathematics And Physics