Board Members
Your Funds Safety Is Our Priority
Lam Kim Wen
- Name: Lam Kim Wen
- Age: 47 (Born 1978)
- CRD: 4847703
Education
New York University Stern School of Business
1998–2002
- Bachelor of Science in Finance and Economics
- Major: Investment Analysis and Economics
- GPA: 3.8/4.0
Professional Certifications
- Chartered Financial Analyst (CFA) Obtained 2024
- SEC Series 7 & 63 Licenses Obtained 2004
Skills and Expertise
- Technical Analysis: Proficient in utilizing candlestick charts, RSI, MACD, and other tools to forecast market trends.
- Macroeconomic Analysis: Evaluates equity market performance by integrating GDP, inflation rates, and monetary policy.
- Languages: Fluent in English, Mandarin, and Cantonese; conversational proficiency in basic Malay.
- Industry Expertise: Technology, consumer goods, energy, and Malaysian small-to-medium enterprises (SMEs).
Professional Experience
HSBC Brokerage (USA) Inc
New York, USA
Junior Analyst 2004–2005
- Supported the team in preparing quarterly reports for S&P 500 constituents, building a strong foundation in financial analysis.
HSBC Securities (USA) Inc
New York, USA
Analyst 2005–2013
- Conducted industry research on Asia-Pacific markets (including Malaysia and Singapore), focusing on consumer goods and industrial sectors, providing investment recommendations to global fund managers.
- Contributed to IPO analysis and valuation projects, including a 2010 Asian tech company listing valued over $1 billion.
- Recognized as “Top Analyst” internally for three consecutive years due to exceptional market insights.
Citigroup Global Markets Inc
New York, USA
Senior Analyst 2013–2024
- Led team analysis of U.S. technology and energy sector stocks, covering key S&P 500 companies, achieving an average annual portfolio return exceeding 12%.
- Developed quantitative models and technical analysis tools to enhance trading strategies, offering both high-frequency trading and long-term investment advice to institutional clients.
- Accurately predicted the 2018 U.S. market correction, enabling clients to adjust positions and mitigate losses by over 20%.
TsKuala Lumpur, Malaysia
Senior Analyst March 2024 - Present
- Specializes in Malaysian equity research, analyzing opportunities within the FTSE Malaysia KLCI and SME sectors.
- Provides tailored portfolio recommendations to high-net-worth individuals and institutional investors, successfully forecasting the 2023 rally in technology and consumer goods, delivering returns 15% above market averages.
William Tan
William Tan has 25 years of global financial experience, having worked as an equity analyst at Goldman Sachs and managing director at Morgan Stanley, focusing on capital markets and M&A transactions. He later joined Credit Suisse as head of investment banking for Southeast Asia, leading large corporate financing and IPOs in the region. From 2019 to 2024, he served as Chief Investment Officer (CIO) of Khazanah Nasional, the Malaysian National Sovereign Fund. He holds a bachelor's degree in finance from MIT and an MBA from Harvard Business School.
lee zhi khai
lee zhi khai is a senior investment expert with extensive experience in global capital markets. He worked as an asset management analyst at BlackRock and later joined Bridgewater Associates as a portfolio manager, focusing on equity investment and quantitative trading strategies. Since 2016, he has served as the head of equity trading in Asia Pacific at J.P. Morgan, leading institutional investment and market strategy. From 2019 to 2024, he served as the head of the financial stability department of Bank Negara Malaysia. He holds a bachelor's degree in economics from Stanford University and an MBA from the University of Chicago.
