Terry Chen Email & Phone Number

Taipei, Taiwan

Taipei, Taiwan

• Became the youngest fund manager in company history at age 32. Managed equity portfolio of UPAMC Small And Medium Cap Fund with AUM over 80 million.- 2023 Track Record: +57.9% (vs. TAIEX +26.7%)
• Ranked 34/136 (Top 25%) among all TAIEX mutual funds. Ranked 4/16 (Top 25%) among all small and medium cap funds.
• Increased AUM by 123% from 38.3 million to 85.7 million.

Taipei, Taiwan

• Covered a wide range of semiconductor sectors in Taiwan including fabless, foundry, OSAT, equipment, IC design services, memory, etc. Initiated coverage on large cap names such as MediaTek (2454 TT), Novatek (3034 TT).
• Faraday (3035 TT): Initiated at Strong Buy in July 2021, absolute performance of +335% to March 2022 with over 5.5 million profit contribution to UPAMC Quality Growth Fund.
• Genesys (6104 TT): Initiated at Strong Buy in August 2021, absolute performance of +332% to March 2022 with over 4.5 million profit contribution to UPAMC Optima Fund.

Taipei, Taiwan

• Responsible for global technology research, covering Texas Instruments (TXN US), NXP Semiconductors (NXPI US), Xilinx (XLNX US), Ambarella (AMBA US), Murata Manufacturing (6981 JP), etc. Also covered global retail.
• Xilinx (XLNX US): Initiated at Buy in May 2020, absolute performance of +51% with over 1.5 million profit contribution to Fuh Hwa Global Trend Fund before dropping coverage in January 2021.
• Murata Manufacturing (6981 JP): Initiated at Strong Buy in April 2020, absolute performance of +69% before dropping coverage in January 2021.

Taipei, Taiwan

• Covered a wide range of semiconductor sectors in Taiwan including fabless, foundry, OSAT, etc. Initiated coverage on niche market names such as ZillTek (6679 TT), Sitronix (8016 TT), and Kingpak (6238 TT).- Stock Calls:
• ZillTek (6679 TT): Be the first sellside analyst to cover the company after its OTC listing in May 2019. Initiated at Strong Buy with street-high target price of NT$166 and absolute performance of +52% before dropping.
• Sitronix (8016 TT): Initiated at Buy in July 2019 with absolute performance of +46% before dropping coverage in January 2020.

• Supported an analyst covering upstream technology sectors in Taiwan including fabless, foundry, OSAT, wafers, equipment, IP, etc. Conducted fundamental research on large-cap names such as MediaTek (2454 TT), Novatek.
• Created a detailed P&L model to adjust earnings forecast for companies under coverage
• Co-published department’s 30-page semiconductor strategy report as a 6-month associate (and accounted for 50% work), advocated investment ideas to buyside investors in Asia with AUM over $300 billion
• Completed job-on-request in a timely manner including replacement-cost-per-share calculation and SOX turning points check- Contribution: In Asiamoney 2019 Brokers Poll, Cathay research team ranks 3rd in best equity.

Taipei, Taiwan

• Worked as a cyber risk consultant at Deloitte's Department of Risk Advisory. Contributed to a team of 6 to implement an information security management system (ISMS) for a Fortune 100 insurance company. Provided.
• Demonstrated Deloitte’s risk assessment methodology to client CIO as an 8-month consultant, performed risk analysis on company’s 7 asset inventories worth $19 million to the management team
• Integrated client’s 11 information security incident management procedures into 1 by interviewing 20+ IT managers to separate reporting duties, reduced 90% error reports caused by undefined authorities

Urbana-Champaign, Illinois Area

• Selected as a member of the largest student-run consulting firm in the United States, worked with a team of 9 to deliver a 5-year strategic plan for a Fortune 500 company to adopt new technologies in agricultural.
• Made 30+ cold calls to senior managers at farm management firms to investigate opportunities afforded by emerging farm technologies (drones, data analytics and greenhouse)
• Researched the $2.7 billion global precision farming industry, interviewed 10+ agricultural-tech startups to gather first-hand information on farmers’ current needs for field analytical services

Taipei, Taiwan

• Worked as a summer intern at IBM's Department of Global Business Services. Contributed to a team of 12 to construct a marketing database for nation’s third largest bank. Generated $7.7 million in annual cost savings by.
• Compiled Excel VBA to execute data conversion, unified types of data transferred to data warehouse
• Reengineered database queries using SQL programming language
• Presented system test results and work progress to client by delivering clearly structured briefing using data visualization software Tableau

Master Of Science (Ms) In Technology Management, Gpa 3.66/4.00

Activities and Societies: Illinois Business Consulting, Volunteer Illini ProjectsProject-based and consulting-focus program. Unique.

Bachelor Of Science (Bs), Management Information Systems, Gpa 3.23/4.00

Activities and Societies: English Taught Program, Department Basketball TeamNation's top 2 business school. Completed both information and.