Managing Team

Lawrence Chen

Deputy General Manager of Persistent Assets (Shanghai) Co., Ltd.
Served as Manager of Fidelity International / Business Director of CR Yuanta Fund Management Limited / Director of GF Asset Management (Hong Kong)
More than 10 years of relevant experience in financial management. With rich experience in asset allocation, risk planning and international finance, he has also helped many mainland and Taiwan listed institutional clients and individual clients with high assets to complete cross-border financial planning and capital allocation in the Mainland, Hong Kong, Macao and Taiwan
Ph.D., School of Business, Nankai University, Tianjin

Senior Consultant of Lu International (Hong Kong) Limited
Senior Advisor to Fullgoal Asset Management
Previously worked at Crédit Agricole・CIB, responsible for the credit derivatives and securitization department business. Director of Societe Generale, responsible for the structural design business of equity and fund derivative investment
Over 15 years of investment-related experience as Head of Investment Commodities and Market Research at ABN AMRO Bank

Served as Executive Director of Yuanta Securities, Guanglin Asset Management of Tachan Securities, Huihua Investment Consulting and senior partner of Ruifeng Capital
Rich experience in equity investment and post-investment management (Project experience-Excelsior Medical Co., Ltd., Hongling Enterprises, Cometruebio Group, Hong Kong Northwest Industries, Newwis Education Group, etc.)
Ph.D. in Finance, Central University of Finance and Economics, Taiwan

Taiwan THLK Law Firm partner and lawyer
Served as the head of the Legal and Law Compliance Division of Pinebridge and the chairman of the Risk and Capital Committee for several years, and had considerable practical experience in the operation of the asset management industry (especially in the raising and issuance of domestic and foreign funds)
Specializes in financial supervision, asset management, securitization, real estate, internal and external investment, and has actually participated in more than 10 securitization cases of various types in Taiwan (including CMBS, REITs, CLO, CBO, ABCP, etc.).
Graduated from the Law Department of Taiwan University

Responsible for quantitative fund portfolio management, worked for the US and Hong Kong hedge funds
Specialized in multi-asset allocation and option volatility portfolios
Has rich experience in using multiple alternative materials in mechanical learning and advanced statistical models
Assist in the development of investment portfolio and fund strategies, including private curtain funds and independent account management
Bachelor of Economics and Master of Mathematics and Statistics, Taiwan University

Serves as Portfolio Management. In this capacity, focuses on long-short equity strategies of Taiwan and US market. Meanwhile, maintain data processes and algorithms in support of the firm’s trading operations.
Has experience at deep fundamental research specializes on semiconductor industry.
National Taiwan University - Bachelor of Science in Chemistry

Served as Vice President of GF Asset Management (Hong Kong) and fund business manager of CR Yuanta Fund Management Limited
Engaged in wealth management for more than 10 years of related experience. Rich experience in financial planning, product advice and international finance
Bachelor of Finance and Finance, Taiwan University