Sam Liu work email
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Sam Liu personal email
Sam Liu is a Vaucluse Capital Chief Financial Officer at Vaucluse Capital. He possess expertise in bloomberg, finance, economics, investments, valuation and 2 more skills. Colleagues describe him as "Ming-Jui is one of the excellent colleagues in the team. I feel strongly that he is very talented in his work. He has learned many skills to improve himself." and "Ming-Jui Liu is a diligent and hard-work classmate."
Vaucluse Capital
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Chief Financial OfficerVaucluse Capital Nov 2018 - Present內湖The main responsible for this role is: FI investment、 cash management、asset allocation、risk management、bank relationship• Managed capital for US$300million including Taiwan, Hong Kong and Shanghai subsidiaries.• Investment coverage: Private / Public Fixed Income products、Derivatives: IRS-Interest Rate Swap、CCS- Cross Currency Swap、NDF- Non-Deliverable Forward、CDS- Credit Default Swap、Inverse ETFs 、Index Futures and Options、FCN-Fixed Coupon Note.• Maintained bank relationship、Strengthened credit line、Monitored leverage ratio、Modified asset allocation. • Established risk management system: VaR, currency risk, liquidity risk, country risk, and interest rate risk…etc.
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Vice President安聯投資 Sep 2016 - Nov 2018Taipei City, TaiwanThe main responsible for this role is : 1. manage AllianzGI Global Bond Fund to beat Barclays Credit Index and Peers.2. manage AllianzGI RMB Money Market Fund to beat Benchmark and Peers.* Searched for potential investment targets, Modified components of portfolio, Predominate portfolio duration, yield, and performance.* Focused on hard currency Asia corporate debts especially in China quasi-sovereign, policy bank and some property names: Country Garden, Evergrande, Poly, Future Land, Agile, CIFI, Aoyuan, Greenland, Jimao, Yuexiu etc.* Other regions concentrated on EMEA and LaTam US$ denominated sovereign or quasi-sovereign bonds (Russia, Turkey, Brazil, Mexico, Chile etc./ Rosneft, Sberbank, Petrobras, Pemex, Codelco etc.) and corporate bonds (Lukoil, Isbank, Garanti Bank, Vale, Televisa, American Mobile, FEMSA, CMPC etc.)* Assisted marketing activities, Presented fund status to product manager and sales monthly.* Determined portfolio hedge ratio including multi-currencies: USD, CNH, AUD, SGD and so on.* Revised investment process with Compliance Department, such as: HK central dealer and LaTam order procedure.* Invested in offshore RMB MMF through the investable tools, such as: Time Deposit, Repurchase and Short Term Corporate Notes to maximize return under the controllable and liquidity constraints.* 2017 March Schroders Fixed Income Forum, UK. -
Assistant Vice President安聯投資 Sep 2015 - Aug 2016Taipei City, TaiwanThe main responsible for this role is to suggest Fund Manager to make correct investment decisions.• Assessed emerging market relative value and Recommended Global EM cash bond focus on Asia space.• Built internal credit rating score system and Price-Spread Valuation Model.• Analyzed credit metrics of single corporate and industry trend.(Bottom UP)• Examined global macro data and predicted Treasury trend.(Top Down)• 2016 July PIMCO Annual Fixed Income Forum, HK -
Assistant Project Manager南山人壽 Apr 2014 - Sep 2015Taipei City, TaiwanThe main responsible for this role is to manage Credit Product to achieve yearend target.• Fulfilled individual AUM and budget by credit cash bond, Ratio of 2014 budget achievement 140% ($7.57mn/$5.4mn)• Analyzed global macro-economic status ; Determined on judging FFR decision ;Reported on industry presentation.• Searched, Analyzed and Invested in US$ denominated cash bond. Correctly determined the credit spread of invested cash bond cases.• Managed portfolio for US$2,400million with DM cash bond (Metal Mining, Pharmaceutical, and Chemical sectors) and US$850 million with EM cash bond focus on Asia and LaTam (Asia - Ex: PTT、TOP、PETMK、 PERTIJ、RILIN、Bharti、China etc.)(LaTam – Ex : CDEL、VALE、TELEVISA、 American Mobile、BIMBO、 Southern Copper etc.)• 2015 March HSBC America Issuer Meeting, US• 2015 June Morgan Stanley Reliance EMTN meeting, HK. -
Senior Portfolio Manager台灣人壽 May 2012 - Apr 2014Taipei City, TaiwanThe main responsible for this role is to manage Credit Product and Interest Rate Product to achieve yearend target.• Fulfilled individual AUM and budget by structure note and credit cash bond.• Traded in U.S. treasury 10y and 30y, Ratio of budget achievement 147% ($3.68mn/$2.5mn)• Using hedging tools to avoid interest rate risk and duration risk, EX: PST and TBT.• Managed portfolio for US$460 million with structure products (CMS, RMS, Dual Range Term) and US$ 250 million with Asia cash bond.• Assessed the P&L of personal portfolio and engaged in weekly presentation.• 2012 September Citi Asia Pacific Fixed Income Seminar, HK.• 2013 July Morgan Stanley Fixed Income Forum, Singapore. -
Portfolio Manager台灣人壽 May 2010 - May 2012Taipei City, TaiwanThe main responsible for this role is to manage Domestic book to achieve yearend target.• Traded in Domestic Bond Products including Government Bond, Corporate and Financial Bond, achieving yearend budget, Ratio of budget achievement 195% (TWD$292mn/TWD$150mn)• Managed credit portfolio for NT$5 billion with derivative products (CP Range Accrual, Fixed Rate Callable, CMS spread) • Monitored and reviewed existent CDO or CBO portfolios; Built and forecasted those products’ future cash flow.• 2011 September Deutsche Bank Asia Insurance Investor Meeting, HK. -
Trader台灣人壽 Apr 2006 - Mar 2008Taipei City, TaiwanThe main responsible for this role is to trade Treasury Bond Futures and Taiwan Government Bond to achieve yearend target.• Conducted USD$10mm bond futures exposure and TWD$300mm Taiwan portfolio.• Analysed and Invested in Financial bonds、CLO (Chailease Finance CLO and Standard Chartered Bank ABS)• Conducted daily money market operations via RP and RS.• 2007 May visit trip: Shanghai Pudong development bank and Ping An asset management Co., China.
Sam Liu Skills
Sam Liu Education Details
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Msc Finance And Investment
Frequently Asked Questions about Sam Liu
What company does Sam Liu work for?
Sam Liu works for Vaucluse Capital
What is Sam Liu's role at the current company?
Sam Liu's current role is Vaucluse Capital Chief Financial Officer.
What is Sam Liu's email address?
Sam Liu's email address is mo****@****.com.tw
What schools did Sam Liu attend?
Sam Liu attended University Of Exeter.
What skills is Sam Liu known for?
Sam Liu has skills like Bloomberg, Finance, Economics, Investments, Valuation, Financial Analysis, Derivatives.
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