Perform deep fundamental long-only research for CAD1.3B US equity mandate, during which it was typically a 1st/2nd quartile fund. Responsible for portfolio management, asset raising/marketing, ESG integration/engagement, proxy voting, trade execution.- Stock picks added substantial alpha to fund performance- Client engagements ranging from 1-on-1 to audiences of 200+ which repeatedly led to directly measurable positive fund flows

Managed proprietary US & Japan equity portfolios. Responsible for alpha generation by way of portfolio construction, security selection, risk management, and trade execution- Managed portfolios generated positive alpha

Fundamental bottom up analysis of listed and private equity investments in Greater China - Conducted proprietary research on Macau gaming sector through collection of unpublished primary research data that was unavailable to competitors - Reporting of scenario analysis, financial modeling, projection, and valuation of portfolio companies - Identify potential value creating opportunities in portfolio companies and potential investments - Execute on ad hoc projects such as the management of Groupon Macau launch

Long/Short EquitySolely responsible for identifying North American equity investment opportunities focused on innovation, providing investment thesis, detailed financial modelling, valuation, and recommendation - Portfolio outperformed equity index by ~22% since inception with annualized alpha of ~7% - Smartphone and Solar themed investments returned as much as 48% and 21% annualizedrespectively (identified Apple as a buy at USD3.19 per share)Long Only EquityManage five regional smart-beta equity funds with the CIO, spanning over 40 countries and over 1000 positions. - Programmed five real-time portfolio rebalancing platforms used daily for trade execution - Outperformed competitor funds by 0.5%-1.5% by redesigning equity portfolios to work withincapital constraints while minimizing tracking error to as low as 0.1% - Cut trading expense by almost 50% through improving the rebalancing strategy

Traded US listed stocks with “house money” with an absolute return objective.