Pan L. Email & Phone Number
@cambridgeassociates.com
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Who is Pan L.? Overview
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Pan L. is listed as Director at Acuity Partners, a company with 2 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at cambridgeassociates.com and a matched LinkedIn profile for Pan L..
Pan L. previously worked as Senior Associate at Acuity Partners and Associate at Acuity Partners (Private Markets - Gp And Lp Strategic Advisory Services). Pan L. holds Business Edge In Finance from University Of Toronto - Rotman School Of Management.
Email format at Acuity Partners
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AeroLeads found 1 current-domain work email signal for Pan L.. Compare company email patterns before reaching out.
About Pan L.
Self-motivated Investment Associate with a proven track record of extraordinary achievements and high integrity in a performance-driven and deadline-oriented culture. Over 7 years’ due diligence, asset allocation, performance measurement and portfolio management experience in endowments, insurance companies and wealth management firms. Excellent interpersonal skills demonstrated by successfully building lasting working relationships. Solid analytical skill, acute attention to accuracy and details, and strong proficiency in Microsoft Office Suite and Bloomberg.
Listed skills include Due Diligence, Manager Selection, Investment Advisory, Institutional Investments, and 33 others.
Pan L.'s current company
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Pan L. work experience
A career timeline built from the work history available for this profile.
Senior Associate
Senior Investment Associate
Bank of China Samsung LifeSpecialized in underwriting diverse alternative asset investments (buyout/growth/venture), including primary, secondary, and co-investments. I led comprehensive manager due diligence, presented investment recommendations to the Committee, managed the execution of new opportunities, and streamlined internal procedures of monitoring.
Senior Investment Associate
- Led due diligence of private sector fund managers, conducted manager interviews and reference calls, conducted track record analysis, attended portfolio research and oversaw investment memo preparation
- Organized investment committee meetings, addressing all questions and inquires related to investment recommendations
- Proactively sourced and screened new opportunities in primary fund investments and secondary transactions
- Supervised post-investment management of fund of funds… Show more
- Supervised post-investment management of fund of funds products, including quarterly clients’ reporting and quarterly calls; screened investment opportunities for promising re-ups, and monitored fund performance Show.
Associate Investment Manager
- Managed alternative investments, led deal sourcing, due diligence, term negotiating, and legal documents review
- Drafted and filed investment documentation to the regulatory
- Organized industry conferences
Investment Associate
- Analyzed clients’ historical asset allocation and spending data to develop strategic asset allocation plans
- Conducted due diligence on fund managers across all asset classes, evaluating their team, strategy, performance and business terms; independently wrote investment memos both in English and Chinese
- Created presentation materials for clients’ investment committee meetings and in response to clients’ requests
Research Analyst
Investment Analyst
-----$1.8 Billion Endowment (18% return for FY 2014)Conducted due diligence on external managers across asset classes (public equity, semi-marketable securities, alternatives, fixed income); monitored performance and risk of managers; conducted exposure analysis (geographic, leverage, strategy, liquidity, sector) to support asset allocation decision.
Equity Research Analyst/ Course
- Actively manage $100,000 portfolio on US equity, using S&P 500 Index as benchmark
- Perform fundamental analysis of company, including analyzing its cash flow, balance sheet, income statement and 10K, 10Q; picked DIS and KORS, with Q3 earnings 40% over expectations
- Create financial models on company and Consumer Discretionary sector
- Develop performance monitoring and trading reports
- Prepare investment review book and presentation to the President of Clark University… Show more
- Prepare investment review book and presentation to the President of Clark University Endowment Show less
Colleagues at Acuity Partners
Other employees you can reach at acuitypartners.ca. View company contacts for 2 employees →
Ignacio Del Peral Sicre
Colleague at Acuity PartnersLondon, England, United Kingdom, United Kingdom
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KT
Kristen Thomas
Colleague at Acuity PartnersCanada, Canada
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HK
Harrison Ke
Colleague at Acuity PartnersHaidian District, Beijing, China, China
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SM
Stephanie Merriman
Colleague at Acuity PartnersCanada, Canada
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VM
Viktoria Machanova
Colleague at Acuity PartnersGreater Montreal Metropolitan Area, Canada
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CW
Christine Winslow
Colleague at Acuity PartnersLisbon Metropolitan Area, Portugal
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Pan L. education
Business Edge In Finance
Master Of Science (M.S.), Finance, General
Exchange Student, International Business Management
Frequently asked questions about Pan L.
Quick answers generated from the profile data available on this page.
What company does Pan L. work for?
Pan L. works for Acuity Partners.
What is Pan L.'s role at Acuity Partners?
Pan L. is listed as Director at Acuity Partners.
What is Pan L.'s email address?
AeroLeads has found 1 work email signal at @cambridgeassociates.com for Pan L. at Acuity Partners.
Where is Pan L. based?
Pan L. is based in Canada, Canada, Canada while working with Acuity Partners.
What companies has Pan L. worked for?
Pan L. has worked for Acuity Partners, Acuity Partners (Private Markets - Gp And Lp Strategic Advisory Services), Bank Of China, Creditease, and Huahai Property & Casualty Insurance.
Who are Pan L.'s colleagues at Acuity Partners?
Pan L.'s colleagues at Acuity Partners include Ignacio Del Peral Sicre, Kristen Thomas, Harrison Ke, Stephanie Merriman, and Viktoria Machanova.
How can I contact Pan L.?
You can use AeroLeads to view verified contact signals for Pan L. at Acuity Partners, including work email, phone, and LinkedIn data when available.
What schools did Pan L. attend?
Pan L. holds Business Edge In Finance from University Of Toronto - Rotman School Of Management.
What skills is Pan L. known for?
Pan L. is listed with skills including Due Diligence, Manager Selection, Investment Advisory, Institutional Investments, Finance, Financial Modeling, Corporate Finance, and Bloomberg.
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