Steven Kang Email & Phone Number

New York, United States

As Director in the Investment Solutions Group Capital Markets Platform & Product Development team, I work hard to support the team and lead new projects to contribute to the business management and strategy for capital markets business.• Analyze and provide insights and identify opportunities on information and data from the wealth management business through data analytics, business strategy and product development.• Relate "hands-on" experience from past roles as financial advisor, senior institutional sales/account and relationship manager on equities and market knowledge in capital markets to improve productivity and efficiency on various investment product lines for wealth management business and ISG Capital Markets.

New York City Metropolitan Area

Building a goals based wealth management practice with focus on financial planning and small business development and solutions. Specialized in retirement, trust/estate and education planning, banking and lending solutions, investment and portfolio strategy.• Company designated Personal Investment Advisor and Merrill Lynch certification for alternative investments. • Advising clients applying past 25 years experience interacting with hedge, mutual, and pension funds, I construct strategies and recommend various investment vehicles and third party investment funds building tailored portfolios. • Goals based wealth management approach through financial planning, developing investment strategies and building portfolios that match the client’s goals utilizing proprietary tools (Wealth Outlook & Personal Wealth Analysis).• Providing individuals and small businesses a fully integrated financial service from trust and estate planning, insurances, mortgage and lending solutions, retirement and education planning. • Advising and providing insight in Tech, Internet, Consumer sectors for specific clients and colleagues.

Greater New York City Area

Institutional Sales for International Equities to North American client base ranging from hedge funds, mutual funds, pension funds. I helped built an institutional business in Emerging and Developed International Equities for the firm in Asian markets. I was global account and relationship manager for large institutional investors. Also served as a thought leader utilizing Asian markets expertise with cross regional thematic strategies in comparative global sector analysis in Tech/Internet/Consumer.• Account management and developing key accounts where the firm has limited penetration: Artisan Partners, American Century, Capital Group, Franklin Templeton, Fidelity, GQG, Invesco & OppenheimerFunds, Lazard, Matthews Asia, Macquarie Investments, Seafarer Capital, TIAA, Wellington. Also initiating Canadian accounts development. • Producing thematic and cross sector strategy commentaries for sales and trading with focus on Tech/Internet, Consumer. Also mentoring and developing junior sales with a team approach for large account matrix coverage.

New York

Senior Institutional Sales for Asian Pacific markets to North American institutional accounts from hedge funds, mutual funds, and pension funds. Also involved in cross product sales for fixed income products and equity linked notes/derivatives including thematic baskets. I helped rebuild the Pan Asia desk for Global Markets as global account and relationship manager for large institutional investors with intent to grow cross product sales initiatives in Asian credit and FX. Developed Global Markets Pan Asia desk for APAC related products from research sales to North American accounts (50% HK/China/Taiwan, 30% Japan/Korea, 20% ASEAN and India) generating over 30% of desk revenues. • Global Account Manager for Franklin Templeton (improved ranking to top 10) with deep and broad connectivity. Also served as Senior Account Manager for MSIM, TIAA, AB Global, American Century, Blackrock, Discovery, Indus, Lazard, Re-initiating West coast accounts; Capital, Indus, Matthews, TIAA. and initiating Canadian accounts development.• Developing portfolio strategies recommendations focused on fundamental research including both macroeconomic and bottom up company analysis with sector sales focus on Tech/Internet, Consumer. * Successful cross-selling and introducing Delta1/thematic baskets, equity-linked products and cross-asset introduction for Asian credit & FX. • Actively managing and mentoring junior sales account coverage for the Chicago and Toronto area.

Greater New York City Area

Senior Institutional Sales for North American institutional accounts from hedge funds, mutual funds, pension funds for Asian Pacific markets. Also Delta 1 cross product sales. Involved in investment field trips and conferences for technology, internet, media at Consumer Electronic Show and Asian tailored country visits and corporate access. I was global account and relationship manager for large institutional investors. Also I helped mentor and develop junior sales on large account matrix coverage.• Global Account Manager for Franklin Templeton (top 10 in Asia and Japan) and AB Global (top 10-15 in 3 years).• Account Manager TIAA (top 10-15) and American Century (from not ranked to top 15 in 3 years).• Actively cross-selling firm products; Delta One, prime brokerage, capital introductions and liaised with global ECM in equity product offerings for Capital Group, Invesco, hedge funds and initiating and developing Canadian accounts.• Initiating Corporate Access events including Pan Asian Tech and Internet & Media tours and regional Consumer tours.• Actively managing all analyst-marketing trips and coordinating NDR for sales desk with corporate clients.• Organizing and spearheading Consumer Electronic Show conference in Las Vegas for nearly 10 years.• Promoting a team approach by mentoring and developing junior sales on large account matrix coverage.

Greater New York City Area

Korean specialist sales with coverage in NY/Boston/East Coast servicing clients including hedge and mutual funds.• Specialist engaging clients in both equities and fixed income as an integral member of a top 5 ranked equities team.• Initiated coverage of hedge funds such as Tiger, Soros, Oaktree and mutual/pension funds such as Templeton, TIAA CREF, OppenheimerFunds. Actively managed investor trips to specialty country advice.

Seoul, South Korea

Specialist analyst on overseas institutional research desk; identifying investments for foreign institutional client base.• Focus on Tech, Telecom, Consumer sectors with coverage on Samsung Electronics, SK Telecom, Hyundai Motor.• Research coverage and company visits with overseas institutional clients from North America.