Orina Chang Email and Phone Number
I am deeply committed to fostering sustainability, financial literacy, and economic diplomacy—always seeking to leverage my experience to drive both financial returns and positive societal outcomes. My mission is to invest in businesses that improve lives globally. In making business investments, my strength lies in having a strategic business vision, connecting with the right people, and organizing the steps and resources to achieve that vision. I am an experienced finance professional and academic leader with a diverse background in private equity, investment management, wealth advisory, and entrepreneurship. My career has spanned roles at top-tier financial institutions, where I’ve been honored for my expertise and impact, and I currently serve as an Associate Dean at the School of International Finance and Banking at National Sun Yat-sen University in Taiwan. I am passionate about bridging global finance and social impact, fostering sustainable investment, and empowering the next generation of leaders through education and innovation.Key highlights of my career include: • Private Equity Investment Associate at The Carlyle Group seeded fund, contributing to high-profile investments, particularly China Unicom, and deal execution. • Portfolio Manager at OppenheimerFunds, managing complex hedge fund of funds portfolios, and being nominated as Best Emerging Market Fund by InvestHedge. • Recognized by Forbes as part of the Best In-State Financial Advisor Team in New York while serving as a Financial Advisor at Morgan Stanley. • Board Member at Columbia University’s School of General Studies, shaping the future of education and supporting a diverse student body. • Founder of a Scholarship Fund at Columbia University, supporting underrepresented students and promoting excellence in education.In my entrepreneurial ventures, I am dedicated to creating meaningful social impact. I am developing a platform to teach women how to invest in public markets, and I’m actively working on projects such as securing mining rights in Somaliland to align Taiwan and U.S. strategic interests in minerals and Africa. Additionally, I am spearheading the creation of an ESG-focused ETF for NSYSU to provide career training opportunities for students, elevate Taiwan’s standing in global finance, and improve diplomatic ties between Taiwan and the U.S.
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Investment CommitteeThe Chang Family TrustNew York, Ny, Us -
Founder, Various ProjectsThe Chang Family Trust Dec 2008 - PresentNew York And TaiwanZivawealth.com - Elevate Women Through Wealth and financial literacy education Chang Development Company - Lithium Mining in SomalilandESG ETF low cost investment vehicleRental Properties in New York/Taiwan Catfished- short film -
Adjunct ProfessorNational Sun Yat-Sen University Apr 2024 - PresentNew York And TaiwanHelp train Taiwan’s next generation of asset managers. -
Alternative Investments Director | Senior Portfolio Manager | International Client AdvisorMorgan Stanley Dec 2016 - Apr 20241290 Avenue Of Americas, 12Th Floor, New York, New York 10104- Manage discretionary investments for clients- Help clients access Morgan Stanley Private Banks' lending programs- Single contact point for all Morgan Stanley's services, products, and resourcesNMLS# 1625585 -
DirectorOppenheimerfunds Nov 2004 - Nov 2008Rye, New York- Co-managed a multi-strategy Emerging Market Fund of Funds and oversaw the firm's investments in long/short equity hedge funds, responsible for about $1bn. - Responsible for investing, monitoring, terminating and researching hedge funds.- 2007 InvestHedge Award Emerging Market Fund of Funds nominee. -
Investment Analyst At Amtec, Inc. - Carlyle Seeded Private Equity FundThe Carlyle Group Jan 1995 - Aug 1999New York, New York- Structured, negotiated and oversaw the operations with senior management of a $70m investment in a Chinese cellular network (China Unicom) in partnership with NTTi and Itochu.- Analyzed and conducted due diligence on a $50m broadband fiber-optic network investment and other investment opportunities in China.- Helped raise $35m of initial seed capital from investors including The Carlyle Group and assisted in the sale of AmTec to Terremark in 1999 for over $200m.- Assisted in the… Show more - Structured, negotiated and oversaw the operations with senior management of a $70m investment in a Chinese cellular network (China Unicom) in partnership with NTTi and Itochu.- Analyzed and conducted due diligence on a $50m broadband fiber-optic network investment and other investment opportunities in China.- Helped raise $35m of initial seed capital from investors including The Carlyle Group and assisted in the sale of AmTec to Terremark in 1999 for over $200m.- Assisted in the process of establishing AmTec through 2 reverse mergers and a public listing. Show less
Orina Chang Education Details
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Finance, Value Investing -
East Asian Studies
Frequently Asked Questions about Orina Chang
What company does Orina Chang work for?
Orina Chang works for The Chang Family Trust
What is Orina Chang's role at the current company?
Orina Chang's current role is Investment committee.
What schools did Orina Chang attend?
Orina Chang attended Columbia Business School, Columbia University.
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