Summary
24 yrs on sell side and buyside. General investment perspective is that few companies are great allocators of capital
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asia Pacific
Countries:
South Korea
Sectors:
Information Technology
Content Verticals:
Equity Bottom-Up
Work Experience:
- Head of North America sales at Samsung 2010 -2019; Research sales BAML 2008-2010 Research sales BNP - Taiwan/Korea specialist 2004-2006; Northpoint Investments, Partner, 2003; Lehman equity research - TECH 2002; Morgan Stanley equity research - FIG team 2000-2002