Generational Transfer Entrepreneurs (GTE) is a private equity firm that operates on a variation of the innovative Stanford Search Fund model, an investment vehicle through which investors financially support an entrepreneur’s efforts to locate, acquire, manage, and grow a privately held company. We are seeking to acquire and run businesses across various high potential industries including B2B Services, Health Care, Oil and Gas, and Defense.

• Managed a $5.3M endowed equity portfolio together with 10 other analysts• Focused on buy-side equity analysis of the financial services sector• Conducted rigorous industry and company fundamental research to locate attractively positioned companies that are currently trading at discounts to their intrinsic values• Constructed robust quantitative valuation models, utilizing Discounted Cash Flow(DCF), Dividend Discount Model (DDM), Economic Profit, and Relative Valuation methods, to… Show more • Managed a $5.3M endowed equity portfolio together with 10 other analysts• Focused on buy-side equity analysis of the financial services sector• Conducted rigorous industry and company fundamental research to locate attractively positioned companies that are currently trading at discounts to their intrinsic values• Constructed robust quantitative valuation models, utilizing Discounted Cash Flow(DCF), Dividend Discount Model (DDM), Economic Profit, and Relative Valuation methods, to value financial services companies and to initiate equity recommendations for the portfolio• Presented buy/sell/hold recommendations to the Henry Fund’s Independent Advisory Board and worked with the Henry Fund team to determine the final portfolio selections and weightings Show less

• Recommended and implemented customized market research (internal and external) to provide compelling and actionable insights for enhancing client companies’ digital advertising performance• Performed competitive analysis to assist client companies to track competitors and assess the competitive landscape, and generated recommendations to better position brand, products, and company in the marketplace• Undertook rotational on-the-job training across different aspects of media… Show more • Recommended and implemented customized market research (internal and external) to provide compelling and actionable insights for enhancing client companies’ digital advertising performance• Performed competitive analysis to assist client companies to track competitors and assess the competitive landscape, and generated recommendations to better position brand, products, and company in the marketplace• Undertook rotational on-the-job training across different aspects of media, including digital advertising, offline media, and programmatic and performance media• Produced the 2015 Singapore Media Landscape report Show less

• Taught Principles of Accounting at Ngee Ann Secondary School

• Prepared comprehensive monthly financial reviews and built financial models for problem solving, variance analysis, and business forecasting• Partnered with key departments across LogicMills, including the finance, operations and human resource functions to optimize financial planning processes, policies and the implementation of key team initiatives• Developed metrics to track team-specific and company-wide trends, identified opportunities, communicated recommendations, and… Show more • Prepared comprehensive monthly financial reviews and built financial models for problem solving, variance analysis, and business forecasting• Partnered with key departments across LogicMills, including the finance, operations and human resource functions to optimize financial planning processes, policies and the implementation of key team initiatives• Developed metrics to track team-specific and company-wide trends, identified opportunities, communicated recommendations, and collaborated across all levels of the organization• Crafted business plans to launch the world’s first game-based online psychometric assessment, MirMe• Conducted focus groups, interviews and competitor benchmarking, and designed new product and service offerings to successfully expand customer base by 32% Show less

• Led a team of 5 graduate students from HEC Paris to complete an extensive strategic analysis on innovation within the wealth management industry• Interviewed 541 wealth management professionals across 17 countries and quantitatively analyzed their responses• Proposed comprehensive plans to enhance the innovation capacity of the BNP Paribas’ wealth management business unit and facilitated the proposal’s incorporation process into the BNP Paribas’s business plan

• Prepared/reviewed annual income tax provision calculations for a portfolio of 56 multinational and listed local corporations in various industries, including Financial Services, Hospitality, Manufacturing and Healthcare industry, with a total revenue of more than $2,000B under the Singapore Income Tax Act• Delivered strategic consulting advice and planning to clients on corporate tax matters, including tax implications on corporate restructurings, banking institutions’ income… Show more • Prepared/reviewed annual income tax provision calculations for a portfolio of 56 multinational and listed local corporations in various industries, including Financial Services, Hospitality, Manufacturing and Healthcare industry, with a total revenue of more than $2,000B under the Singapore Income Tax Act• Delivered strategic consulting advice and planning to clients on corporate tax matters, including tax implications on corporate restructurings, banking institutions’ income classification and transfer pricing issues, and recommended possible courses of action to minimize their potential tax exposure• Attended to clients’ tax queries regarding tax filing positions, addressed client’s concerns on notices of assessment and filed notices of objection to the Inland Revenue Authority of Singapore (IRAS) on behalf of clients• Assisted clients in responding to queries raised by the IRAS and leaded negotiations with the IRAS on contentious issues• Provided linkage as the key contact person for clients and their stakeholders to cross-department contacts, such as corporate tax and overseas EY offices, for cross-border issues and to the tax authorities (IRAS) Show less

• Executed independently interim and final audits of 8 client companies• Acquired extensive knowledge of financial accounting and tax reporting systems