I am an exceedingly self-motivated person with broad leadership and teamwork background. In addition, I present multicultural and detail-oriented characteristics.My internships in North America enabled me to obtain practical experience in the financial field, including corporate finance, equity research, M&A and process of raising capital. Through my academic study, I have developed an outstanding ability of interpreting information from company's 10-K reports. After my overseas study, I went back to China and developed my career in investment banking filed. As an IBD project manager, I participated in several IPO and refinancing projects. By cooperation with my colleagues and intermediate service agencies, like audit and law firms, our team have successfully raised capitals to 3 qualified companies through China's capital market, as well as superintend and guide those public companies to comply with CSRC regulations. --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- ---Qualifications: ☆ Hard-working person, team-working, analytical ability, strong communication (verbal & written) skill and ability to mediate conflicts effectively. ☆ Securities Licenses: SAC's General Securities Practice Qualification☆ Securities Certificates:- SAC's Basic Knowledge of Securities Market - SAC's Securities Issuance and Underwriting ☆ Computer Skills: MS Excel, Word, PowerPoint, Visio, Mindjet MindManager and BloombergSpecialties: ▩ Economic and Investment Analysis ▩ Equity Valuation ▩ Financial Statement (10-K) Analysis▩ Portfolio Management ▦ Financial Forecasting ▩
Family Office
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Chief Investment OffierFamily Office Feb 2014 - PresentChina✪ Researched on high-end machinery and mineral industries in terms of business outlook, financial operation, equity structure and valuation.✪ Built up investment portfolio containing ABS, fixed income securities, private equity, hedge fund and fof.
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Ibd Project ManagerGf Securities Jul 2009 - Jan 2014China✪ Coordinated pre-IPO companies with other service agencies, like audit and law firms.✪ Originated filing documents for those pre-IPO companies to comply with CSRC regulations.✪ Conducted 21 due diligence investigation regarding capital structure, business and financial performance.✪ Assisted 9 companies in completing shareholding reformation.✪ Produced 16 financing proposals for companies in pharmaceutical, software and manufacturing industry✪ Raised the capital for Anhui Honglu Steel Construction (000251.sz) , Shanghai Yongli Belting (300230.sz) and Jiuyuan Yinhai Software (002777.sz) through the shares' IPO. -
Research AssistantPace University Jun 2008 - May 2009New York, New York✪ Selected by Dean Assistant and Professor ✪ Helped the professor find enough financial information from several databases, such as WRDS, Mergent Online, EDGAR and LexisNexis, to facilitate his academic research and exam draft✪ Drafted and updated monthly calendar for the trading room✪ Provided assistance up to 30 business students for using financial software and databases -
Wall Street Financial Services InternNational Securities Corporation May 2008 - Jan 2009New York, New York✪ Researched on alternative energy industry from WSJ, Value Line, WRDS, Mergent Online, and etc.✪ Established Green Chip Index (30 companies) through collaboration with other interns✪ Valuated public companies by using dividend discount model✪ Keeping records of interns' daily performance by using spreadsheets, such as recording dial sheets and compiling leads✪ Facilitated the COO to communicate with other departments through creating power point slides and making phone calls✪ Participated in alternative industrial conferences and gathering relevant information -
Financial Management AssistantFenyang Leather Trading Co., China Jun 2007 - Aug 2007✪ Assisted financial manager in developing 6-month asset allocation plan✪ Researched current trends, news and relevant economic information within leather industry✪ Invested 300,00 Chinese Yuan ($36,000) in stock and bond market and captured 12% gain in net profit✪ Created new “find it fast” system for internal files and reduced 30% of searching time✪ Nominated for Outstanding Employee of Summer 2007
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Teaching AssistantUniversity Of Ottawa Jan 2006 - Apr 2007Ottawa, Ontario, Canada✪ Prepared and handled weekly lab lectures for 15-20 students✪ Graded 80-100 exams and assignments and provided ongoing feedback on 30-50 student projects✪ Built up communication skills through actively working and interacting with professors and students
Dennis L. Skills
Dennis L. Education Details
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Asset Management -
Investment Management
Frequently Asked Questions about Dennis L.
What company does Dennis L. work for?
Dennis L. works for Family Office
What is Dennis L.'s role at the current company?
Dennis L.'s current role is Chief Investment Offier at H&L Family Office.
What schools did Dennis L. attend?
Dennis L. attended Yale University - Yale School Of Management, Hkust Mba, Pace University - Lubin School Of Business, University Of Ottawa / Université D'ottawa.
What are some of Dennis L.'s interests?
Dennis L. has interest in Financial History, Traveling, Public Speaking, Time Management, Photography, Strategic Planning, Reading Novels, Swimming.
What skills is Dennis L. known for?
Dennis L. has skills like Excellent Computer Skills, Communication, Public Speaking, Writing Skills, Golf, Drive, Wealth Management.
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