Matthew Phan Email & Phone Number

Singapore

Hong Kong Sar

Credit – • Led team of 15 analysts across five locations in Hong Kong and Southeast Asia, covering issuers across Asia-Pacific in USD and local currencies• Oversaw the credit approved list. Approved issuers and internal ratings; developed tools to track portfolio quality; led team to identify risks and opportunities; worked with country CIOs, PMs, Risk and other stakeholders to shape portfolios accordingly • Worked closely with each analyst; built high performing, collaborative culture. Drove exchange of ideas between PMs, traders and analysts• Supported Asia Head of Fixed Income and Asia CIO on multiple projects, including capital injections to subsidiaries, scenario and event-driven risk analyses, recovery of real estate distressed debt in India, exploration of private credit and climate infrastructure as new asset classes• Joined as Director and financials analyst, promoted to Senior Director, then to Head of Credit ResearchPortfolio manager – • Designed and managed an Asia ESG USD bond fund, mandated to outperform the JPM Asia Credit Index. 80 bps outperformance on paper through 2022; seeded with real money in June 2023. In the first 13 months, the portfolio returned ~9.43%, 240 bps over the benchmark. High conviction portfolio with ~30 positions• Worked with country CIOs/PMs to construct local currency and USD portfolios and develop new products. Team won the CEO’s Award for Excellence in 2022 for work in the PhilippinesSustainability – • As ESG lead for Asia, designed and executed ESG integration framework for investments, around five pillars: Net Zero Commitments; Engagement; Sustainable Investing; New Product development and Capacity building• Worked with HQ and BUs to drive coal divestment, emissions measurement, and portfolio decarbonization• Drove engagement with issuers (0 to 7) and regulators, joining the Asia Investor Group for Climate Change

Hong Kong

• Coverage of banks and non-bank FIs across Asia including Japan• Successful calls on global aircraft lessors during the depths of the Covid crisis on the back of detailed cash flow and liquidity modelling• Deep dives on Chinese banks and on onshore and offshore AT1s• Set up active BI chat channel between clients and analyst team

Singapore

• Led projects that ran across capital and liquidity management, deployment of surplus funds and analytics. Cut time needed to estimate capital position from 2 months to a few days• Oversaw regulatory capital management at the bank’s subsidiaries in China, Taiwan, India and Indonesia, collaborating with local treasury teams

London, United Kingdom

• Covered Greater China, Korea and Singapore banks and non-bank FIs. Initiated coverage on several first-time issuers including the bad debt asset managers, securities firms and smaller banks.• Published regularly on China’s financial system, shadow banking and macro-economics • Initiated the firm’s work on Asian credit strategy and contributed to EM and global credit strategy. • Hired as second analyst in Singapore office; set up internship program; helped build analyst team to 9 strong

Singapore

• Bottom-up fundamental coverage of consumer, financial and other names across Asia

Singapore

• Economics and corporate reporter• Initiated paper’s coverage of environmental issues

Singapore

Program For Leadership Development

Bachelor'S Degree, Economics, Mathematics, Magna Cum Laude

Activities and Societies: Intramural Soccer, Columbia Undergraduate Film Production, Singapore Student's Association, Phi Beta Kappa

Education record

I am a CFA charterholder.

Chinese Proficiency Test (Hsk Or Hanyu Shuiping Kaoshi), Passed The Hsk Level 6