Xuanyu Alan Feng Email and Phone Number

• Automated modeling: using Python to streamline quarterly fund market returns analysis and spreadsheet visualization• Roadshow materials: polish documents, slides, and spreadsheets to communicate company performance with clients• Investment research: navigate the regulatory, political and risk landscape in China and conduct independent macro research and fundamental analysis cross industrial chains based on investment acumen and global research sources• Portfolio management strategies: back-test convertible bonds time series momentum strategy, macro factor timing and defensive strategy, and equity-bond cross-asset signals to provide quantitative investment recommendations for PMs

• $150bn Asset Management: Equities (Metals/Industrials) and CB Research• Identify valuation mispricing, exhibit 10 thesis slides and spreadsheets, and communicate findings to portfolio managers• Contemplate investment thesis, conduct independent research and bottom-up fundamental analysis• Build 3 multi-year financial models to forecast company earnings and free cash flows under various scenarios• Strategize company’s long-term investments in resources stocks and convertible bonds, presenting multiple supply-demand cycles and tracking expected and realized earnings, news flows, and management meetings• Visualize ‘sector alpha’ and ‘earning surprise’ coverage, sharing latest investment ideas to portfolio managers• Demonstrate track record of successful sector and stock selection, incorporating top-down philosophy into the $3M sector mock-portfolio, beating benchmark metal sector index by 13.52% in 1 year, ranked #1 among peer analysts

• China Internet

• Z Imaging: AR+ Medical Equipment

• Worked on 3 ongoing transactions, including two IPOs and a seasoned equity offering with numerous institutional and individual clients• Created pitchbooks of more than 10 deal roadshows and one Q3 board meeting, resulting in the successful completion of regulatory approval, deal execution and institutional sales of the $270mn private placement financing despite bear market• Executed research and data presentation on capital market financing activities, leading to inter-team cooperation with HK and with risk management on modification of transferrable bond pricing models• Conducted deal execution, including creating investor marketing materials, covering onshore securities firms’ performance, cold calling, managing shareholders structure penetration, and assisting with legal documentation

• $180bn mutual fund: Presented detailed market research and analysis on the mutual fund industry, particularly pension funds, for future portfolio management and pension-themed FOF products; authored daily market memoranda