- Leads capital raising advisory team for emerging companies. Strategic advice on and preparation of business plans, pitch decks, financial projections, company valuations and cashflow analysis.

Direct credit and investment underwriting, research and analysis for wide range of transactions, including equipment finance, real estate and private equity.

• Developing sustainable, high impact investment projects, including solar, biofuels, water treatment, renewable energy and energy efficiency.

* Perform detailed and rigorous analysis of investment opportunities, including strategic analysis, fund raising, deal structuring, and financial analysis.
* Build detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
* Conduct due diligence on prospective investments, including renewable energy, real estate, blockchain, food and beverage and equipment finance.

• Headed Asian investment research division, responsible for strategy, talent development, product development, marketing, budgeting, compensation, quality control and legal.
• Architect of significant divional expansion, including India startup.
• Member of Asian Steering Committee, planned and implemented US$1bn regional expansion.
• Chaired Investment Review Committee, approved all published Asia research for market impact, quality, consistency and accuracy.

• Co-founded early SaaS application developer to realize vision of the cloud computing future.
• Conceptualized and designed integrated CRM, ERP and POS application, led young programming team from initial product design through launch.
• Self taught application and database design.
• Launched marketing effort to customers around Asia and Middle East.
• Application was still running for customers for seven years on minimal maintenance.

• Established regional telecom team after acquisition of Asian equity business.
• Directed and guided analyst team covering telecom stocks in Asia, including Japan

• Launched new flagship research product.
• Senior research member of investment banking deal teams for IPOs, capital markets and M&A.
• Led investment analyst team of coverage of telecom stocks in Asia.

• Published investment world’s first global telecom research product with team of 34 analysts around the world.
• Authored high impact, global industry studies of capital expenditures, e-commerce and key industry trends for institutional investors
• Institutional Investor ranking, Asian telecoms: #1 in 1999, #2 in 2000.
• Major contributor towards ML’s top three trading market share in every significant Asian equity market (ex Japan) and top three ranking with every top priority client.