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Information of ASL
ASL is licensed by the Securities and Futures Commission of Hong Kong to carry on business of Types 1 and 4 regulated activities under the Securities and Futures Ordinance (Chapter 571), Laws of Hong Kong and shall, amongst the others, provide services in relation to a series of research products, including, without limitations, fundamental analysis, macro-economic analysis, quantitative analysis and trade ideas, in accordance with all applicable laws, rules and regulations.
Co-founded Lotus Asset Management in 1999, and has been the Chief Risk Officer responsible for risk management and trading
20 years of experience in risk management and trading in Asian markets, managing more than US$3 billion of assets in various funds
Prior to joining Lotus, held as the Chief Trader at CIBC.CEF (a joint venture of CIBC Bank and Cheung Kong) and Chief Asian Equities Trader for the Proprietary Trading Desk at Santander Investment Securities
Worked with Peregrine Brokerage Limited as Product Controller for Proprietary Trading Department
Mr. Bill Pearson
Portfolio Manager of Anli Asset Management
Used to manage the Lotus Equity Income Fund
28 years of experience in Asian equities research, sales & fund management
Held senior regional sales roles in Hong Kong for BNP Paribas Peregrine, Kim Eng Securities, and Merrill Lynch
Involved in the establishment of Peregrine Sewu Securities in Jakarta as Head of Research
Recruited by Vickers da Costa (Hong Kong) , predecessor of the Asian trading division of Citicorp for a Hong Kong equity research role
Mr. Samuel Chan
Portfolio Manager of Anli Asset Management. Previously served as Research Director for 8 years
12 years of experience in fund management and research in the Asian markets
Established the investment department at Hong Kong Securities (International) as Head of Asset Management, managing assets for a real estate company listed on HKEx
Worked with China Galaxy International as Vice President for Asia-Pacific equities research
Former Portfolio Executive at Citi Hong Kong
CFA charter holder and Certified Risk Manager (FRM)