Philip Mok, Cfa Email and Phone Number
Experienced Investment Analyst (10 years)-Equity, Debt & Property Investment-Financial Modeling & Valuation-Private Equity & Asset Management
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Associate Director, Investment ManagementLofter Group 樂風集團 Jul 2022 - PresentHong Kong Sar
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Assistant Vice President (Type 4 & 9 Responsible Officers)Rykadan Capital Limited Nov 2017 - Aug 2022Hong Kong SarProperty Development - Acquisition: Conducted feasibility & profitability studies on development projects - Acquired an aged building via strata title acquisition-Sales & Mkt: Liaised with property agents and prepared sales material and event -Experience in both strata title and en-bloc sales Private Equity Fund Fundraising-Prepared pitching materials on potential projects-Pitched high net worth investors, family offices and institutional funds-Deal Execution: Discussed & prepared fund, JV and loan facility agreements & Arranged subsequent fund callsAsset Management Project Mgt- Monitored construction tendering and development progress - Solved unprecedented issues during development- Project Exit: Managed handover of completed property products & Handled property defects and handover of property management -
Investment Analyst (Buy-Side)Asia Wealth Securities Sep 2015 - Nov 2017Hong KongEmployment Details • 10/2015 – 02/2017 Town Health Corporate Advisory and Investments Limited• 03/2017 – 05/2017 Nine Rivers Capital Partners Limited• 05/2017 – Present Asia Wealth Securities (Subsidiary of First Credit Limited) Key Job Aspect:• Equity Research Key Coverage: Small to middle Cap shares listed in HKEx Research purposes: Equity investment and shares pledged lending• Private Equity Research Key Sector: Medical Service in China• Equity Market, Economic and Policy Research• Investor Relations• Credit Control & Shares Pledged Lending (Frist Credit Limited)• Fintech Development (Fortune Tao Financial Network) Development ‘Stock Master’ competition platform (www.stockmasterhk.com) Development of equity data analytical tools- CCASS: Development of a CCASS database with an analysis and signal system focusing on southbound ‘Stock Connect’- IPO: Development of a IPO database which analyzes and determines price drivers on IPO investment • Medical Operation (Town Health Intl Medical Group)
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Research Analyst (Sell-Side)Vc Brokerage Limited Jan 2013 - Sep 2015Hong Kong• Sell-side reports (Coverage: Consumer sector; small-cap)• Construction and maintenance of financial models • Morning briefing with institutional sales & daily news consolidation• Publication of equity market daily -
Research Analyst (Ipo) (Sell-Side)Phillip Securities (Hk) Ltd Oct 2010 - Dec 2012Hong Kong• Sell-side reports (General coverage and IPO)• Construction and maintenance of financial models • Morning briefing with institutional sales & dealers & daily stock picks• Arrangement of cooperate presentation
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Business Analyst (Risk Management)Dun & Bradstreet (Hk) Ltd Sep 2007 - May 2010Hong Kong• Credit reports (Private and publicly listed companies)• Interviewing with company executives • Analysis of operational and financial status
Philip Mok, Cfa Skills
Philip Mok, Cfa Education Details
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Finance
Frequently Asked Questions about Philip Mok, Cfa
What company does Philip Mok, Cfa work for?
Philip Mok, Cfa works for Lofter Group 樂風集團
What is Philip Mok, Cfa's role at the current company?
Philip Mok, Cfa's current role is Associate Director, Investment Management at LOFTER Group.
What schools did Philip Mok, Cfa attend?
Philip Mok, Cfa attended City University Of Hong Kong.
What skills is Philip Mok, Cfa known for?
Philip Mok, Cfa has skills like Equity Research, Economics, Financial Modeling, Equities, Finance, Risk Management, Analysis, Ipo, Report Writing, Research, Valuation, Econometrics.
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