Teaching Interests:
Financial Management / Investments / Sustainable Finance / ESG Investing / Financial Markets / Derivatives / Fixed Income
Teaching Award:
IE Prizes for Teaching Excellence, IE Business School, IE University, 2023-2024.
Instructor, Department of Finance, IE Business School, IE University
Readings in Finance (PhD, Co-teach), 2023-2024
Fundamental Finance (Master in Management), 2022-2024
Instructor, Department of Finance, The Chinese University of Hong Kong
Financial Management (Undergraduate), 2019 Summer
-- Raw Score 5.69/6.00; Adjusted Score 5.83/6.00
Teaching Assistant, Department of Finance, The Chinese University of Hong Kong
Investment Analysis & Portfolio Management (Undergraduate), 2017-2020
Empirical Asset Pricing (PhD), 2020 & 2021
Asset Pricing Theory (PhD), 2021
Qualification:
Chartered Financial Analyst (CFA) Charterholder since July 2021
Skills:
Programming: SAS, Stata, SQL, Python, VBA, R, Eviews, MS Office
Databases:
WRDS: CRSP, COMPUSTAT, Factset, Thomson Reuters, I/B/E/S, ISS, WorldScope, Markit, FISD, Option-Metrics, Trace.
ESG & Climate data: MSCI KLD, MSCI IVA, Thomson Reuters ASSET4, Sustainalytics, RepRisk, EPA, CDP, Trucost.
Others: Bloomberg, DataStream, Morningstar, CBOE / ISE Open-Close, eMAXX.
Languages: Mandarin (Native), English (Fluent), Cantonese (Fluent)
Past Professional Experience:
Quantitative Researcher, LIM Advisors Limited, Hong Kong (Jul 2017 - Dec 2017)
Global Strategy Intern, Cigna International Corporation, Hong Kong (Jun 2015 - Aug 2015)
Project management assistant, Landair Project Resources, Inc, New York (Jul 2014 - Aug 2014)
Extra-Curricular Activities:
Resident Hall Tutor, Lee Wo Sing College, the Chinese University of Hong Kong (2020 – 2022)
Resident Hall Tutor, United College, the Chinese University of Hong Kong (2017 – 2019)
Citi Hedge Fund University, Hong Kong (Aug 2017)
Leader, REIC Research Team, Real Estate Investment Club of CUHK (Jan 2016 – Apr 2016)
Participant, Cross Cultural Internship Program (Jul 2014 – Aug 2016)
Leader, CIMA Global Business Challenge, 3rd Runner-up in Hong Kong Final Round (Mar 2014 – Aug 2014)
Voluntary teacher, Huangcao Primary School, Guizhou Province (Aug 2013 - Aug 2013)
Volunteer, Yak Chak Service-learning Program –Myanmar Service Learning Trip (Jan 2013 - Jan 2013)