Connie Choi
Chief Executive Officer
Over 30 years of solid investment, corporate finance, mergers and acquisitions, strategic planning and family office investment experience in the global markets.
She was the Market Maker, Sales and Trading Executive Director at Goldman Sachs. She also acted as a Director of Asia/ Middle East Real Estate Investment Specialist at Citibank Global Wealth Management.
Connie was the Head of Corporate Finance at Hysan Development Company Limited (HKG: 0014), she also led investment deals at CK Hutchison Holdings Limited (HKG: 0001) and PCCW Limited (HKG: 0008) for their strategic business expansion.
Connie was the Asia Pacific Head of Investment Valuation/ Chief Financial Officer for global Morgan Stanley Real Estate Fund.
Led global corporate finance and M&A deals at Peregrine Capital.
Reporting accountants at Arthur Andersen.
Others• Speakers of numerous investment forums in Hong Kong, Japan and Taiwan etc.• Former Guest lecturer at Hong Kong Financial Service Institute.• Former Institutional Advancement Committee co-opt member of Lingnan University of Hong Kong.
Academic and Professional Qualifications• Certified Public Accountants of Hong Kong Institute of Certified Public Accountants.• Fellow member of Association of Chartered Certified Accountants (UK).• MBA, University of Warwick (UK). • BA (Hons) in Accountancy, Hong Kong Polytechnic University.
Derek Cheung
Responsible Officer
Having earned his market recognition as a real estate investment expert, Derek has extensive experience and successful track records in real estate, equities, hedge funds and private equities.
Former Chief Executive Officer of Far East Hospitality REIT Management Pte Limited aiming to become the largest hospitality REIT in the world. Former Chief Executive Officer and Responsible Officer of New Century Asset Management Limited, the manager of New Century REIT (HKG: 1275), the first hospitality REIT listed on HK Stock Exchange.
Derek was the Chief Executive Officer of Neutron INV Partners Limited, an equity fund management firm licensed under HK SFC.
He was the Chief Investment Officer at Cohen & Steers which is a licensed corporation under HKSFC. Cohen & Steers (NYSE: CNS) which specialises in real estate and alternative investments.
Derek was the Head of Investment Research at DBS Vickers. Head of Property Research at HSBC, Property research senior management at Donaldson Lufkin & Jenrette and Salomon Smith Barney.
Reporting accountants at Arthur Andersen.
Others• Awarded the Outstanding Chinese Business. • Award by HongQi and China Report in 2010.• Currently an independent non-executive director of Best Pacific International Holdings Limited (HKG: 2111).• Published a book titled "樓市10大周期掌勢" ("To profit from the experience learned from the past 10 real estate cycles") in 2012.
Academic and Professional Qualifications• Certified Public Accountants of Hong Kong Institute of Certified Public Accountants.• Fellow Member of Association of Chartered Certified Accountants (UK). • Fellow Chartered Accountant, The Institute Of Chartered Accountants In England And Wales (UK).• BA (Hons) in Accountancy, Hong Kong Polytechnic University.
Lartin Lai
Managing Director
Finance and Accounting
Possessing few decades of professional accountancy, solid experience in global investment and global mergers and acquisitions, Lartin held senior management positions for companies listed on numerous stock exchanges, such as Nasdaq Stock Exchange, Hong Kong Stock Exchange, Singapore Stock Exchange and Indonesia Stock Exchange.
Lartin is a Director of Stirling Appraisals Limited which provides financial and valuation and accounting advisory services for wide spectrum of industries including listed corporations and private companies. Consultant of Shenzhen Batar Investment Holding Group Limited, the biggest gold ornament manufacture in China with annual turnover of more than US$ 2 billion.
He led the investment, asset management, financial and project management including real estate investments at New World Development (HKG: 0017) with a market capitalisation of US$ 1.2 billion.
Held senior finance position at Tristate Holdings Limited (HKG: 0458). Former Chief Financial Controller in Forestry of Asia Pulp & Paper (APP), a global leading pulp and paper company. APP's listed subsidaries Indah Kiat Pulp & Paper Tbk (IDX: INKP) and APP China (SHA: 600966). He was the General Manager of Carriana Food Company Limited, a fully owned subsidiary of Carriana Group Holdings Limited (HKG: 0126). Acted as Asia Pacific Financial Controller of Viasystems Group Inc, (NASDAQ: VIAS).
Reporting accountants at Pricewaterhouse.
Academic and Professional Qualifications• Certified Public Accountant (Practising) of Hong Kong Institute of Certified Public Accountants. • Holds a Bachelor of Arts (Hons) in Accountancy from Hong Kong Polytechnic University.
Lartin is a Director of Stirling Appraisals Limited which provides financial and valuation and accounting advisory services for wide spectrum of industries including listed corporations and private companies. Consultant of Shenzhen Batar Investment Holding Group Limited, the biggest gold ornament manufacture in China with annual turnover of more than US$ 2 billion.
He led the investment, asset management, financial and project management including real estate investments at New World Development (HKG: 0017) with a market capitalisation of US$ 1.2 billion.
Held senior finance position at Tristate Holdings Limited (HKG: 0458). Former Chief Financial Controller in Forestry of Asia Pulp & Paper (APP), a global leading pulp and paper company. APP's listed subsidaries Indah Kiat Pulp & Paper Tbk (IDX: INKP) and APP China (SHA: 600966). He was the General Manager of Carriana Food Company Limited, a fully owned subsidiary of Carriana Group Holdings Limited (HKG: 0126). Acted as Asia Pacific Financial Controller of Viasystems Group Inc, (NASDAQ: VIAS).
Reporting accountants at Pricewaterhouse.
Academic and Professional Qualifications• Certified Public Accountant (Practising) of Hong Kong Institute of Certified Public Accountants. • Holds a Bachelor of Arts (Hons) in Accountancy from Hong Kong Polytechnic University.
Tai Chan
Managing DirectorMarket Strategist
Over 30 years of investment expert specialises in equities and FX trading. He also managed wealth management for private investors and family offices.
Tai held senior foreign exchange and global equity trading responsible for the management, risk management for the Greater China capital products business at AIG (1993-2010). He is also a board member of AIG's Hong Kong subsidiaries. Tai was responsible for managing the liquidity of all Asian currencies during the Asian financial turmoil. At its peak, the liquidity arrangements for the Hong Kong dollar alone was over US$10 billion. AIG also played an important role in the Asian financial turmoil, had direct and deep contact with hedge funds such as Soros and regulators in different regions such as the Hong Kong Monetary Authority at different times in opposing or synergistic directions.
From 2012 to 2017, he was UBS client advisor for the Greater China and Head of Investment Advisory in Hong Kong at China Trust and Commercial Bank.
Others • Honorary Secretary-General of Smile Action International Charitable Foundation. • First Vice President of the Kyushu Lions Club.• Vice President of the Hong Kong Sun Tzu International Research Centre for Military Law.• Minister of the Hong Kong Nine Plastic Manufacturers' Federation.• Executive Vice President of the Hong Kong Association for the Promotion of Small and Medium Enterprises.• Deputy Director of the Professional Development Department of Xiangjiang Juxian.
Academic and Professional Qualifications • BA in Mathematics from Boise State University (US). • Master of Economics in Finance from University of London. • Master of Applied Finance from Macquarie University (Australia).• Master of Sports Science from Hong Kong University of Chinese.
Tai held senior foreign exchange and global equity trading responsible for the management, risk management for the Greater China capital products business at AIG (1993-2010). He is also a board member of AIG's Hong Kong subsidiaries. Tai was responsible for managing the liquidity of all Asian currencies during the Asian financial turmoil. At its peak, the liquidity arrangements for the Hong Kong dollar alone was over US$10 billion. AIG also played an important role in the Asian financial turmoil, had direct and deep contact with hedge funds such as Soros and regulators in different regions such as the Hong Kong Monetary Authority at different times in opposing or synergistic directions.
From 2012 to 2017, he was UBS client advisor for the Greater China and Head of Investment Advisory in Hong Kong at China Trust and Commercial Bank.
Others • Honorary Secretary-General of Smile Action International Charitable Foundation. • First Vice President of the Kyushu Lions Club.• Vice President of the Hong Kong Sun Tzu International Research Centre for Military Law.• Minister of the Hong Kong Nine Plastic Manufacturers' Federation.• Executive Vice President of the Hong Kong Association for the Promotion of Small and Medium Enterprises.• Deputy Director of the Professional Development Department of Xiangjiang Juxian.
Academic and Professional Qualifications • BA in Mathematics from Boise State University (US). • Master of Economics in Finance from University of London. • Master of Applied Finance from Macquarie University (Australia).• Master of Sports Science from Hong Kong University of Chinese.
Leo Liao
Managing DirectorRelationship Management
With over 30 years in insurance and trust investment, Leo has extensive experience in client relationship management.
Leo founded Wealth Financial Consultant Co.,Ltd, a consultant company which provided trust services to Taiwan clients.
Prior to this, Leo is the Team Head at Nan Shan Life Insurance in Taiwan.
Academic and Professional Qualifications • Holds BA in Geography in The Chinese Culture University in Taiwan. • Life Insurance Salesperson Certificate in Taiwan (Life Insurance (Intermediate). • Investment Trust and Consulting Certificate in Taiwan (Investment Law Examination No. 4012900125). • Certified Financial Advisor (RFC) Certificate in the United States.
Leo founded Wealth Financial Consultant Co.,Ltd, a consultant company which provided trust services to Taiwan clients.
Prior to this, Leo is the Team Head at Nan Shan Life Insurance in Taiwan.
Academic and Professional Qualifications • Holds BA in Geography in The Chinese Culture University in Taiwan. • Life Insurance Salesperson Certificate in Taiwan (Life Insurance (Intermediate). • Investment Trust and Consulting Certificate in Taiwan (Investment Law Examination No. 4012900125). • Certified Financial Advisor (RFC) Certificate in the United States.