ACADEMIC BACKGROUND

• Ph.D. (General Management), Singapore Management University, 2022. 

• M.B.A., Massachusetts Institute of Technology, 1996

• B.S.E. (Civil Engineering & Operations Research, Diploma in Engineering and Management Systems), Princeton University, 1992

ACADEMIC EXPERIENCE

Appointments

• Associate Professor (Practice), Nanyang Business School, Nanyang Technological University, Dec. 2023-present

• Adjunct Faculty (Finance), Nanyang Business School, Nanyang Technological University, Mar. 2023-Nov. 2023

• Adjunct Faculty (Finance), Lee Kong Chian School of Business, Singapore Management University, Oct. 2016-2023

PhD Dissertation

• “The Industry Expertise of Sell-Side Equity Analysts”.  Committee Chair Prof. Roger Loh (SMU).  Committee Members Prof. Wang Rong (SMU), Prof. Peter Joos (INSEAD).

Publications

• Getting Started In Alternative Investments (Wiley, 2023).

• Openspace Ventures:  Sustainable Venture Capital (SMU-21-0034).

• Merlion Investments:  Investing in Collectible Assets (ISB220-PDF-ENG).

• Asia Alpha Management (A) & (B): Tackling a Volatile Market (SMU523-PDF-ENG).

Media

• "Why sustainable investing is becoming mainstream", SMU.

• "Think of Alternatives", Webcast with Storm-Asia, 3 May, 2023.

• "The ABCs of ESG, NFTs, SPACs and other alt investments", CNA radio 98.3, Interview with Melanie Oliveiro, 18 July, 2023.

Invited Presentations

• "Sustainable Finance", Chulalongkorn School of Integrated Innovation.  October 2023.

• "Investor Perspective on Sustainability", Antler Sustainability Heroes Program.  March 2024.

Honors and Awards

• Dean’s Teaching Honor List: Top Adjunct Faculty (Postgraduate Programs), Singapore Management University (2019-2022)

• Martin B. Trust Scholarship, MIT (1996)

• Sigma Xi Society, Princeton University (1992)

• National Merit Scholar (1988)

TEACHING

Current Courses

• Sustainable Finance, Undergraduate elective, BF2228, NBS.

  • Aug-Nov 2023 (2 sections, 99 students total)

  • Jan-Apr 2024 (2 sections, 71 students total, for EDHEC undergraduate program)

• Corporate Finance, MBA core course, BM6025, NBS.

  • Oct 2023 (3 sessions on Sustainable Finance—2 sections, 73 students total)

• Climate Change, Climate Risk Assessment, and Sustainable Finance, MBA elective, BM6603, NBS.

  • Apr-May 2023 (6 sessions on Sustainable Finance—16 students)

Previous Courses

• Sustainable Finance and Alternative Investments, Global Masters of Finance (required) and Masters of Applied Finance (elective), FNCE6055, SMU.  Delivered in SMU-X format with project sponsorship from private and public markets investment firms.  (Instructor Rating)

  • Apr-Jun 2023 (Masters of Applied Finance) (6.500 / 7)

  • Jan-Mar 2023 (Global Masters of Finance) (6.800 / 7)

  • Apr-Jun 2022 (Masters of Applied Finance) (6.688 / 7)

  • Jan-Mar 2022 (Global Masters of Finance) (unrated)

• Sustainable and Impact Investing, MBA elective, FNCE695, SMU.  (Instructor Rating)

  • Oct-Nov 2022 (6.560 / 7)

  • Oct-Nov 2021 (6.436 / 7)

  • Oct-Nov 2020 (6.367 / 7)

• Sustainable Finance, Masters in Management elective, FNCE6045, SMU.  (Instructor Rating)

  • Aug-Nov 2022 (6.658)

• Financial Management in Practice, Blended MiM program, FNCE6057, SMU.  Blended Learning Instructor.

  • May-Jul 2022

  • May Jul 2021

• Alternative Investments, Masters of Applied Finance elective, FNCE6023, SMU.  (Instructor Rating)

  • Mar-Apr 2021 (6.841 / 7)

  • Mar-Apr 2020 (6.541 / 7)

  • Mar-Apr 2019 (6.714 / 7)

  • Mar-Apr 2018 (6.483 / 7)

  • Mar-Apr 2017 (6.552 / 7)

• MAF Capstone, Masters of Applied Finance elective, FNCE6058, SMU.

  • Jul-Sep 2021 (6.824 / 7)

• Asset Management, MBA elective, FNCE695, SMU.  (Instructor Rating)

  • Oct-Nov 2018 (6.667 / 7)

  • Oct-Nov 2017 (6.043 / 7)

Courses Under Development

• Impact Investing, Undergraduate Elective, Nanyang Business School.

Executive Education (Mar 2023-present)

• "Sustainable Finance" module, Executive Certificate in Corporate and Environmental Sustainability Programme (ECCES), Nanyang Executive Education.

• "Carbon Markets" and "Greenwashing" modules, Certificate in Sustainable Finance, Nanyang Executive Education.

• "Sustainable Finance" module, OCBC custom program, Nanyang Executive Education.

• "Carbon Markets and Sustainable Finance" module, BCG Climate & Sustainability Stewardship Programme, Nanyang Executive Education.

• "Sustainable Finance:  What Every Banker Needs To Know", IBF-certified full-day program delivered on behalf of BondbloX, Singapore.

PROFESSIONAL EXPERIENCE

• Managing Director, Country Head, Silvercrest Asset Management (Singapore), 2022-2023.  Building a Singapore business for leading independent wealth management firm with ~$30B AUA (NASDAQ: SAMG).

• Founder, TRQ Advisors, 2013-2022.  Consultant to investment managers on portfolio manager decision making and new product development.

• Head of Broker Relations (Investment Team), Marshall Wace North America, 2004-2012.  Equity long-short hedge fund.

• Co-Head, Financial Performance Consulting, Banking & Capital Markets, McLagan Partners, 2002-2004.  Boutique financial services consultancy.

• Vice President, Business Analysis & Strategy, Goldman Sachs & Co., 1999-2002.  Equities Division.

• Senior Associate, Booz Allen & Hamilton, 1996-1999.  Financial & Health Services Practice.

• Senior Product Analyst, Great American Insurance Co., 1992-1994.  Commercial Lines Division.

LINKEDIN PROFILE

PROFESSIONAL CV