Koon Boon Kee Email & Phone Number

Singapore

Singapore

HERO (www.heroinnovator.com) is an independent investment research organization and the creator & thought leader of the investment & business management philosophy and framework H.E.R.O., which stands for “Honorable. Exponential. Resilient. Organization.” H.E.R.O. is operationalized into a systematic 4-step investment process and investment framework powered by sustainability & ESG principles, with in-depth research, ratings and analysis to identify and invest in global structural growth innovators, especially ferreting out exceptional, under-the-radar, resilient market leaders who are governed by a greater purpose larger than oneself in their pursuit to contribute to the welfare of people and in solving high-value problems for their target customers and society. The H.E.R.O. framework, research methodology, strategy and selected companies are currently provided to our clients.

Singapore

 Transformed and built from scratch a proprietary capital portfolio into a proper fund structure with the Registered Fund Management Company (RFMC) status from the Singapore financial regulator Monetary Authority of Singapore (MAS) and generated a cumulative positive absolute return of 31.2% (versus 21.5% for the EAHFI or EurekaHedge Asian Hedge Fund Index, an equally weighted index of 338 hedge funds investing exclusively in Asia) with an asset under management (AUM) of US$27 million as at 29 December 2017 since adopting the distinctive focused investment strategy, including a 13.9% positive absolute return in 2016 when overall markets are largely flat to negative.

Singapore

The Moat Report Asia is a subscription research service focused exclusively on competitively advantaged, attractively priced public companies in Asia. Together with the European partners BeyondProxy and The Manual of Ideas, the idea-oriented acclaimed research publication for institutional and private investors to produce The Moat Report Asia - a monthly in-depth report highlighting an undervalued wide-moat business in Asia with an innovative and resilient business model to compound value in uncertain times. Join the community of like-minded serious value investors from across the globe including North America, Europe, the Oceania and Asia. Members include professional value investors with over $20 billion in assets under management, billionaire entrepreneurs and successful secretive multi-billion family offices. With The Moat Report Asia, fellow value investors can expect consistency and discipline from the stock ideas every month which are derived using the unique, proprietary and systematic Bamboo Innovator framework. The report highlights resilient compounders with innovative business models to stay ahead of momentum traders and colluding insiders in the miasmic Asian capital jungles.MEMBERSHIP BENEFITS- Learn to apply the Buffett/Munger mental models for successful investing in Asia- Discover practical tools & resources for Asian investing- Learn about the fundamental developments that matter- Get to know the best capital allocators in Asia- Growing capital by uncovering Asian Compounders- Avoid losing money through Asian value traps- Tap into the proprietary database of Asian wide-moat companies- Get on-the-ground answers to investment questionsSUBSCRIBE✔ https://www.moatreport.com/subscription/

Singapore

(2015) Instrumental in pioneering, developing and teaching a first-of-its-kind course, Accounting Fraud in Asia, which became an official course in the SMU curriculum. The course is focused on the capital markets perspective and was the first of its kind to be taught in universities anywhere in the world. (2014) Was the Adjunct Faculty Lecturer in Accounting and Assistant Director (Projects & Liaisons).(2008-2010) Lectured in Managerial Accounting (ACCT 102 and ACCT 104) to undergraduates while pursuing a full-time Masters in Finance program. Singapore Management University (SMU) is internationally recognised for its world-class research and distinguished teaching."It was a privilege to have the opportunity to facilitate in stoke their inner and innate thirst for their own triumphs and enabling diverse groups of individuals to realise their fullest potential." I remain grateful to have received encouraging feedback from my students, such as “The instructor is very dedicated to his job… He also has great experience and insights into current issues and always tries to bring them into context with what we are learning”, “… willing to share his insights into different subject matters and let us think deeper into what is taught to us”.This engaging and humbling experience has enabled Koon Boon to inspire, lead and work with different internal and external teams to take on bigger challenges.

Singapore

 Aegis Portfolio Managers is a Singapore-based investment management organisation dedicated to the craft of value investing applied in Asia with no-fixed-management-fee and no-soft-dollar since 2000.Key Achievements- Discretionary equities fund manager (APAC ex-Japan) and part of the core investment decision committee as “Head of Search/Research”, responsible for investment research for institutional clients- Built screening models to identify investment opportunities based on quantitative, sector and qualitative analysis, resulting in an accumulated knowledge base of around 500 companies in the Asia-Pacific region- Fund raised and marketed to institutional and high net-worth clients- Developed “Master Entrepreneur Program: Scaling SMEs into Multibagger MNCs”, a program that is well-received by CEOs, entrepreneurs, professional managers and high net-worth individuals. The success of the program also led to client wins in the wealth management area. - Conducted seminars to leadership team of SGX-listed company in Hong Kong and China, speaking Chinese

Singapore

Mirae Asset is Korea’s largest mutual fund with more than US$100 billion in assets under management, and has investment offices in Korea, HK, Singapore, London and India.Responsibilities- Portfolio Manager for Asia-Pacific ex-Japan regional equities mutual fund products, and also market specialist for Australia, Taiwan, HK/China, and regional small mid-caps in the Asia-Pacific ex-Japan team at the Singapore office, which manages ~ US$3 billion in assets- Constructed portfolios, assisted in the formulation of investment strategies, implemented investment strategies into the portfolios- Wrote the monthly regional economic overview and investment themes that can influence the markets in the coming months that was used by all the Asia-Pacific ex-Japan mutual fund products at the Singapore office- Improved the quality and quantity of in-house stock and research notes, which became a key allocation for profits from the Korean HQ

Singapore

Initially joined the company as Investment Analyst then assumed the role as Fund Manager in 2005 and Senior Fund Manager in 2007. Responsible for the origination and induction of potential investments into the portfolio via qualitative/fundamental and quantitative research in primary and secondary equity situations in Asia ex-Japan.Key Achievements- Part of the core investment committee that delivered over 700% in returns (net of fees) for the flagship small-mid cap fund ASO1 since its June 2002 inception- Constructed business plans and investment reports about the business model, industry dynamics and quality of management of listed and unlisted companies, assigned valuations on them and making presentations to the clients- Built up network of CEOs and top management of outstanding listed companies in the region- Conducted due diligence trips to China, Taiwan, Korea, Indonesia, Vietnam- Built screening models to identify investment opportunities based upon quantitative, sector and qualitative analysis- Conceptualised and implemented a systematic investment process to increase the probability to generate outperformance in investment returns- Presented at the Korea Industrial Technology Association Material & Component Technology (KITIA MCT) Conference in Seoul to the Korean Trade and Commerce Minister and over 50 Korean CEOs on “Attracting Long-Term Foreign Investors”

Masters Of Science, Finance, Magna Cum Laude

- Completed the two-year full-time intensive program in one year with two working papers that are accepted in international conferences.

Bacc And Bbm, Double Degrees In Accounting And Finance, Summa Cum Laude