William Ngo Email & Phone Number

Irvine, California, United States

86 Republic is a Registered Investment Adviser. Manage segregated accounts that comprise of common and preferred equities, and bonds.

Irvine, California

• Leadership: Manage a personal equity portfolio that has achieved a compounded annual return of 18% since inception, which outperforms S&P 500 by 5%.• Equity Management: Scour equities looking for undervalued investment opportunities using fundamental, bottom-up research and the application of value investing principles, GAAP, DCF, and multiple mental models. • Problem Analysis & Resolution: Also took over family’s stock portfolio and have increased return by concentrating the portfolio with companies with a wide moat.

Hong Kong And Vietnam

• Leadership: Managed fundamental research, industry analysis, deal sourcing and structuring, strategy, portfolio allocation, investment, post-investment portfolio management, divestment, and fundraising while being a founding member of Fund 1 and its investment committee. • Due Diligence: Conducted due diligence process which included on-site company visits, meetings with company management, negotiation management, legal counsel oversight, and collaborating with the financial due diligence team. • Accomplishment: Successfully directed and exited five equity investments with an IRR of 38% through a harsh economic down turn, as a result Daiwa was able to raise Fund 2.

Vietnam

• Leadership: Oversaw stock and bond portfolio valued at $50M and investor relations, conducted due diligence process, and trained new analysts to ensure company and law compliance.• Process Improvement: Built valuation models, analyzed industry trends.• Analysis Management: Utilized valuation metrics such as DCF, comparable company analysis, EV/EBITDA to look for investments with price, value dislocation, and wide moat.

Greater Los Angeles Area, California

• Equity Valuation: Built valuation models; valued companies using DCF, EV/EBITDA, comparables, and other fundamental valuation metrics• Client Relationship Management: Researched and wrote industry and economic analyses, and recommendation memorandum to clients

Santa Ana, California

• Leadership: Managed department’s finances• Process Improvement: Slashed bad debt expense by $10,000/month • Left to attend business school

Greater Los Angeles Area, Calfornia

• Leadership: Assisted in raising $2 million from venture capitalists• Client Relationship Management: Programmed short films for clients’ CRM campaigns

Mba, Finance

Activities and Societies: Finance and Investment Club, Toast Master, John Cardinal O'hara member, AIMCum Laude, MBA Fellowship Recipient.

Bs, Biology

Activities and Societies: VSU