Founder, Chairman, CEO, CTO & Product Architect
Former Business Executive and Head of Trading & Distribution for the Asia-Pacific region at the leading Wall Street bulge-bracket firms Goldman Sachs, Morgan Stanley and Bank of America Merrill Lynch. With 15 years of extensive financial industry and investment analysis & management experience, managing over US$2.3 billion of assets cumulatively, Adam has led some of the largest landmark deals within the regional footprint such as the US$500m Hengan (1044.HK) Convertible Bond IPO. Most recently, he held the role of Chief Investment Officer [CIO] at the Asset Management arm of a HKEX-listed Chinese SOE (state-owned enterprise) Investment Bank. Independently, Adam is a Private Investor & Asset Manager whose main areas of interest include Technology, Global Macroeconomics, International Finance and Capital Markets. With a lifelong discipline & expertise in Global Multi-Asset/Multi-Strategy investing, his genre of investments permeates across the asset classes and combines the merits of a diverse strategy base including Capital-Structure Arbitrage, Event-Driven & M&A, Global Macro and Fundamental-Technical Analysis. His defining style of investments is predominantly target-oriented with above average returns and low volatility/correlation to the broad markets.
A top-tier financier by profession and an elite Cornell University Post-Graduate Engineer by academic training in the fields of Operations Research & Industrial Engineering, Financial Engineering and Computer Science. Graduating magna cum laude and valedictorian of the Masters of Engineering class, Adam received the Allan H. Mogensen Award in recognition of his distinction for academic excellence. In addition to being nominated on the National Dean’s List, Adam is an affiliated member of the Tau Beta Pi National Engineering Honor Society and Golden Key International Honour Society.