Stone Yuan Email & Phone Number

United States

Shanghai, China

Fund Manager

New York, United States

1. Collected and reviewed public filings of companies in defense, technology, and construction service sectors and identified 18 companies with revenues of between $1.9 and 2.0 billion by using Capital IQ for further evaluation2. Created investment consideration memos on 18 companies, including business overview, financial statement analysis, management, recent news, and investment considerations; memos were used by managers to quickly review firm profiles3. Participated in internal discussion and narrowed the 18 companies to 4 which were eventually included in the company’s index; calculated portfolio performance and summarized the impact created by new portfolio companies

Beijing City, China

1. Member of the IPO team and involved in a 20bn RMB IPO of a military company; assessed the client’s investment and growth potential and distinguished the benefits, drawbacks of the transaction and rational of regulation 2. Conducted on-site due diligence with senior bankers inclusive of management meetings, key employee interviews and creating data room; drafted internal due diligence memo for compliance purpose

Shanghai City, China

1. Performed precedent transaction analysis and collected recent private placement transaction data inclusive of deal amount and multiples of two companies from defense and flooring industry 2. Evaluated due diligence files and financial statements of a defense company for its IPO, and staged the roadshow presentation as well as business and market overview of the prospectus for senior bankers’ review 3. Utilized Wind terminal to follow markets and industry trends to seek for potential high-growth industries and private firms; composed weekly reports and presented findings and opinions to senior bankers

Bachelor'S Degree, Business/Managerial Economics

Master'S Degree, International Finance