TEAM

blank

WILL LI 

FOUNDER & CIO

blank

BRIAN CHU

MANAGING DIRECTOR

blank

CHERYL LAW

HEAD OF OPERATIONS & CHIEF COMPLIANCE OFFICER

blank

JERRY KONG

PORTFOLIO MANAGER

blank

ELAINE ZHANG

PORTFOLIO MANAGER

blank

YUEXIN ZENG

HEAD OF INVESTOR RELATIONS / MACRO ANALYST

blank

JACKIE ZHOU

TRADER / PORTFOLIO MANAGER

blank

IYRUS LAM

HEAD OF RISK

blank

JONATHAN LI

OPERATIONS MANAGER

blank

ANNE LEUNG

SENIOR OPERATIONS ANALYST

blank

STELLA LEUNG

SENIOR IR ADMIN ANALYST

blank

VIANN TANG

SENIOR OPERATIONS ANALYST / RISK ANALYST

blank

ANGELA ZHAO

RISK ANALYST / ESG ANALYST

Get in touch

Start a conversation or request

for information from our team.

CONTACT US

WILL LI

FOUNDER & CIO

  • Experience: > 20 years
  • Formerly Managing Director, Equity Capital Markets, Deutsche Bank
  • AB, magna cum laude, Economics and East Asian Studies, Harvard College
  • MBA, Stanford Graduate School of Business

WILL LI

FOUNDER & CIO

  • Experience: > 20 years
  • Formerly Managing Director, Equity Capital Markets, Deutsche Bank
  • AB, magna cum laude, Economics and East Asian Studies, Harvard College
  • MBA, Stanford Graduate School of Business

BRIAN CHU

MANAGING DIRECTOR

  • Experience: > 20 years

  • Formerly Co-Founder and Managing Partner, HighVista Strategies
    public and private market investor at Highfields Capital and Goldman Sachs (Asia)

  • A.B. magna cum laude, Phi Beta Kappa, Harvard University
    M.B.A. from Harvard Business School, Baker Scholar

BRIAN CHU

MANAGING DIRECTOR

  • Experience: > 20 years

  • Formerly Co-Founder and Managing Partner, HighVista Strategies
    public and private market investor at Highfields Capital and Goldman Sachs (Asia)

  • A.B. magna cum laude, Phi Beta Kappa, Harvard University
    M.B.A. from Harvard Business School, Baker Scholar

CHERYL LAW

HEAD OF OPERATIONS & CHIEF COMPLIANCE OFFICER

  • Experience: > 20 years
  • Formerly COO for Wing Lung Asset Management; Head of Asia Risk at Capstone Investment Advisors
  • B.B.A. in Financial Analysis from Nanyang Technological University in Singapore
  • Certified Financial Risk Manager (FRM)

CHERYL LAW

HEAD OF OPERATIONS & CHIEF COMPLIANCE OFFICER

  • Experience: > 20 years
  • Formerly COO for Wing Lung Asset Management; Head of Asia Risk at Capstone Investment Advisors
  • B.B.A. in Financial Analysis from Nanyang Technological University in Singapore
  • Certified Financial Risk Manager (FRM)

JERRY KONG

PORTFOLIO MANAGER

  • Experience: > 10 years
  • Formerly trader & macro research at Xin Tian Fund Management; analyst at Macquarie Capital
  • B.A. in Finance from Peking University
  • M.Sc. in Statistics from University of Chicago; M.A. in Economics from New York University

JERRY KONG

PORTFOLIO MANAGER

  • Experience: > 10 years
  • Formerly trader & macro research at Xin Tian Fund Management; analyst at Macquarie Capital
  • B.A. in Finance from Peking University
  • M.Sc. in Statistics from University of Chicago; M.A. in Economics from New York University

ELAINE ZHANG

PORTFOLIO MANAGER

  • Experience: > 10 years
  • Formerly equity analyst at Morgan Stanley; CLSA; and Barclays
  • B.A. in Economics from Shanghai Jiao Tong University, also studied at Cambridge University and U.C. San Diego

ELAINE ZHANG

PORTFOLIO MANAGER

  • Experience: > 10 years
  • Formerly equity analyst at Morgan Stanley; CLSA; and Barclays
  • B.A. in Economics from Shanghai Jiao Tong University, also studied at Cambridge University and U.C. San Diego

YUEXIN ZENG

HEAD OF INVESTOR RELATIONS / MACRO ANALYST

  • Experience: > 10 years
  • Formerly Cross Asset Sales at Morgan Stanley
  • B.A. in International Politics & Economics from Middlebury College, also studied Economics at London School of Economics and Cambridge University

YUEXIN ZENG

HEAD OF INVESTOR RELATIONS / MACRO ANALYST

  • Experience: > 10 years
  • Formerly Cross Asset Sales at Morgan Stanley
  • B.A. in International Politics & Economics from Middlebury College, also studied Economics at London School of Economics and Cambridge University

JACKIE ZHOU

TRADER / PORTFOLIO MANAGER

  • Experience: > 6 years
  • Formerly Equities trader at Goldman Sachs (Asia)
  • Bachelor’s degree in Quantitative Finance from National University of Singapore
  • Master’s degree in Computational finance (MSCF) from Carnegie Mellon University

JACKIE ZHOU

TRADER / PORTFOLIO MANAGER

  • Experience: > 6 years
  • Formerly Equities trader at Goldman Sachs (Asia)
  • Bachelor’s degree in Quantitative Finance from National University of Singapore
  • Master’s degree in Computational finance (MSCF) from Carnegie Mellon University

IYRUS LAM

HEAD OF RISK

  • Experience: > 10 years
  • Formerly Risk Manager at China Everbright; Margin Analyst at UBS; and Risk Analyst at Wing Lung Asset Management
  • B.Sc. and MPhil in Risk Management Science from The Chinese University of Hong Kong
  • Certified Financial Risk Manager (FRM)

IYRUS LAM

HEAD OF RISK

  • Experience: > 10 years
  • Formerly Risk Manager at China Everbright; Margin Analyst at UBS; and Risk Analyst at Wing Lung Asset Management
  • B.Sc. and MPhil in Risk Management Science from The Chinese University of Hong Kong
  • Certified Financial Risk Manager (FRM)

JONATHAN LI

OPERATIONS MANAGER

  • Experience: > 10 years
  • Formerly Associate Director at CNCBI Investment Holdings; Operations Manager at Pacific Eagle Asset Management; and Assistant Vice President at HSBC
  • Bachelor’s degree in Accounting and Finance from The Hong Kong Polytechnic University
  • Certified Public Accountants (CPA)

JONATHAN LI

OPERATIONS MANAGER

  • Experience: > 10 years
  • Formerly Associate Director at CNCBI Investment Holdings; Operations Manager at Pacific Eagle Asset Management; and Assistant Vice President at HSBC
  • Bachelor’s degree in Accounting and Finance from The Hong Kong Polytechnic University
  • Certified Public Accountants (CPA)

ANNE LEUNG

SENIOR OPERATIONS ANALYST

  • Experience: > 15 years
  • Previously worked at Standard Bank and HSBC, PricewaterhouseCoopers and Ernst & Young
  • M.B.A in Applied Finance and bachelor’s degrees in Banking, Finance and Accounting from Monash University
  • Certified Public Accountants (CPA)

ANNE LEUNG

SENIOR OPERATIONS ANALYST

  • Experience: > 15 years
  • Previously worked at Standard Bank and HSBC, PricewaterhouseCoopers and Ernst & Young
  • M.B.A in Applied Finance and bachelor’s degrees in Banking, Finance and Accounting from Monash University
  • Certified Public Accountants (CPA)

STELLA LEUNG

SENIOR IR ADMIN ANALYST

  • Experience: > 10 years
  • Previously worked in variety of roles including at a financial services firm, supporting administrative and customer services functions
  • Bachelor’s degree in Marketing and Public Relations from The Hong Kong Polytechnic University

STELLA LEUNG

SENIOR IR ADMIN ANALYST

  • Experience: > 10 years
  • Previously worked in variety of roles including at a financial services firm, supporting administrative and customer services functions
  • Bachelor’s degree in Marketing and Public Relations from The Hong Kong Polytechnic University

VIANN TANG

SENIOR OPERATIONS ANALYST / RISK ANALYST

  • Experience: > 8 years
  • Previously worked in hedge funds’ operations at Trilogy Partners
  • B.Sc. in Computing Mathematics from City University of Hong Kong

VIANN TANG

SENIOR OPERATIONS ANALYST / RISK ANALYST

  • Experience: > 8 years
  • Previously worked in hedge funds’ operations at Trilogy Partners
  • B.Sc. in Computing Mathematics from City University of Hong Kong

ANGELA ZHAO

RISK ANALYST / ESG ANALYST

  • Experience: > 4 years
  • Formerly IR Officer at Pureheart Capital; research analyst at the Research Centre for ESG of The Hang Seng University of Hong Kong
  • BBA(Hons) in Accounting and Finance from The Hong Kong Polytechnic University

ANGELA ZHAO

RISK ANALYST / ESG ANALYST

  • Experience: > 4 years
  • Formerly IR Officer at Pureheart Capital; research analyst at the Research Centre for ESG of The Hang Seng University of Hong Kong
  • BBA(Hons) in Accounting and Finance from The Hong Kong Polytechnic University

DISCLAIMER

The information on this site is aimed at professional investors in Hong Kong or its equivalence elsewhere. It is not intended for direct use by any other type of investor. By proceeding to access information contained herein, users are deemed to be representing and warranting that they are either Hong Kong Professional Investors pursuant to the Securities and Futures Ordinance (Cap. 571) or are observing the applicable laws and regulations of their relevant jurisdictions.

Ocean Arete Limited (BDL292) is licensed by the Securities and Futures Commission in Hong Kong for Type 9 regulated activities (asset management). The Firm is subject to two licensing conditions. 1. The licensee shall only provide services to professional investors. 2. The licensee shall not hold client assets. The Firm is also registered as an Exempt Reporting Adviser with the U.S. Securities and Exchange Commission and as a Commodity Pool Operator with the Commodity Futures Trading Commission and the National Futures Association. None of the information on the website has been reviewed or approved by these regulators.

I AGREE