Bridging developed and emerging markets.
Embracing growth around the world.
Roy Sun is a senior investment analyst on the firm’s public equity team.
Prior to joining Coalescence Partners, Roy was a senior analyst and founding member of Inventio Capital, a long/short equity fund started by an ex-Soros fund manager. While at Inventio, Roy focused on TMT (Technology, Media and Telecom), Consumer and Financial sectors. He supported the portfolio manager in portfolio construction and made recommendations to build and exit positions. Prior to Inventio, Roy worked at Elephas Investment as a global consumer analyst. Elephas was one of the first China-based hedge funds to focus on global research, and Roy was responsible for conducting in-depth fundamental research and building a global consumer long/short equity book. Prior to Elephas, Roy worked at IDG Capital and New Horizon Capital, both of which are leading Chinese private equity investment companies.
Roy received a Bachelor of Arts in Economics from UC Berkeley.
Yujing is a senior investment analyst on the firm’s public equity team.
Prior to joining Coalescence Partners, Yujing was a senior analyst at Perseverance Asset Management, one of China’s leading asset management firms. While at Perseverance, Yujing focused on covering technology, media, and telecommunications. She was directly supporting the portfolio manager’s investment decisions. Her job responsibilities include independently conducting company due diligence, management meetings, expert interviews, and providing investment recommendations. Prior to Perseverance, Yujing worked at Baidu, one of the leading technology companies in China. She was the first product architect for Baidu’s mobile application, taking the product to exceed 100 million active daily users. Yujing had also interned at Microsoft’s Asia Pacific research and development group.
Yujing received a Master of Pattern Recognition from Beijing University of Posts and Telecommunications.
Kelvin is an investment analyst on New Hope-Coalescence’s private equity team.
Prior to New Hope-Coalescence, Kelvin worked as a Structured Finance Rating Analyst at United Credit Ratings, one of the largest credit rating agencies in China. Prior to United Credit Ratings, Kelvin worked as a financial analyst at Lead Ocean, a specialty finance company. Kelvin had previously interned at Hui Nong Capital Management, a private equity fund focused on agriculture and health care. He had also interned at the organic synthesis lab at Sheng Hua Xi Pharmaceutical.
Kelvin received a Bachelor of Science in Chemistry and a Master of Finance from Purdue University.
在加入秦岭资本前，孙先生在思博资产任高级分析师。思博资产管理一支多/空股权基金，由前索罗斯基金经理创办，孙先生是创始成员之一。孙先生在思博负责覆盖TMT (科技、媒体与通信) ，消费，以及金融行业，支持基金经理构建投资组合，并给出个股多空仓位买入卖出的投资建议。在此之前，孙先生在Elephas公司负责全球消费品板块投资。Elephas是中国首批专注于全球投资的对冲基金。孙先生负责对全球消费品公司进行深入的投研工作并建立了全球消费品多/空股权组合。此前，孙先生就职于中国领先的私募股权投资公司IDG资本和新天域资本。
刘亦婷女士拥有 18 年的投资管理、战略规划和基金运营经验。她是秦岭资本的合伙人和首席运营官，及新希望-秦岭一级市场投资的投委会成员。
在创立秦岭资本之前，刘女士为中国机构投资者和家族办公室在美国投资以及与美国机构合作提供高端咨询。刘女士曾任睿实资本的联合创始人和首席运营官。睿实资本是一家专注于中概股投资的基金管理公司。在此之前，刘女士任Vison Capital公司的大中华区副总裁，专注于Vision中国机会基金的投资和管理，并全程参与了Vision中国机会基金的设立和基金在伦敦交易所的IPO。此前，刘女士先后就职于波士顿咨询公司 (BCG) 和百事集团 (PepsiCo) 全球战略投资部。
高海先生拥有 15 年的全球投资经验。他是秦岭资本二级市场股权投资的基金经理，及新希望-秦岭一级市场投资的投委会成员。
在创立秦岭资本之前，高先生作为 Northern Cross 公司 6 人投资团队成员之一，管理全球股票组合规模约 500 亿美金。在此之前，高先生是 Institutional Capital 的核心投资团队成员之一。该核心团队11人管理全球股票资产约 200 亿美金。高先生加入公司 5 年就进入公司全球投委会，成为公司历史上最年轻的投委会成员。
Jonathan is an investment analyst on the firm’s public equity team.
Jonathan joined Coalescence Partners shortly after graduation from University of Chicago. His previous experience includes an internship at the Global Strategic Initiatives at World Business Chicago, a public-private partnership chaired by the Mayor of Chicago that drives inclusive economic growth, supports business, and promotes Chicago as a leading global city. He has also interned at the research and information center at the Israeli Parliament in Jerusalem. While in college, Jonathan participated in the founding of HexinEdu, a tech-startup that aims to improve the traditional education system by applying advanced technologies from disciplines such as cognitive science, artificial intelligence, big data and machine learning.
Mr. Zhao received a Bachelor of Science in Life Science from Tsinghua University (China), and a Master of Public Policy from University of Chicago.
Wendy is an analyst on the operations team.
Wendy joined Coalescence Partners shortly after graduation from Columbia University. Prior to joining Coalescence Partners, Wendy interned at AC Nielsen, a global measurement and data analytics company that provides reliable and objective view available of consumers and markets worldwide. Wendy gained valuable insights as an intern of financial service team. While in college, Wendy proactively organized and participated in campus activities as well as volunteer activities. She also experienced educational diversity in Hong Kong University and Keio University as an exchange student.
Wendy received a Bachelor of Administration in Public Administration from Nanjing University (China), and a Master of Arts in Economics from Columbia University.
Eric Cui is an investment associate on New Hope-Coalescence’s private equity team.
Prior to New Hope-Coalescence, Eric worked as a financial analyst at Houlihan Lokey, a leading portfolio valuation & fund advisory service firm. While at Houlihan, Eric focused on complex valuations of portfolio companies for private equity funds and hedge funds. Prior to Houlihan, Eric worked as an analyst at Towers Watson, a global HR consulting company, where he provided retirement investment research and solutions.
Eric received a Bachelor of Science in Economics and a Bachelor of Science in Mathematics from Wuhan University Institute for Advanced Study, and a Master of Science in Financial Engineering from University of California Berkeley Haas School of Business.
Yiting brings 18 years of experience in investment, strategy, and operations. She is the COO and a Partner of the firm, and an investment committee member of the New Hope-Coalescence private equity investments.
Prior to Coalescence Partners, Yiting advised Chinese institutions and family offices looking to invest in the US and/or to joint ventures with U.S. institutions. Yiting was a co-founder and COO of Ray Shi Capital, an investment management company focused on Chinese equities. Previously, Yiting was the Vice President of Greater China at Vision Capital Advisors. She focused on the investment and management of Vision Opportunity China Fund and was actively involved in the formation of Vision Opportunity China Fund and its IPO on the London Stock Exchange. Prior to Vision, Yiting worked at PepsiCo’s corporate strategy and development group at its global headquarters. Yiting started her career at the Boston Consulting Group in New York.
Yiting received a Bachelor of Arts in Applied Math with an Applied Field in Economics from Harvard University.
Harry brings 15 years of global investment experience. He is the portfolio manager of the firm’s public equity investments, and an investment committee member of the New Hope-Coalescence private equity investments.
Prior to Coalescence Partners, Harry was part of a 6-person team managing a global equities portfolio of approximately US$50 billion at Northern Cross. Prior to Northern Cross, Harry was one of a 11-person core investment team managing approximately US$20 billion in global equities at Institutional Capital. Harry became a member of the global portfolio management committee after only 5 years at the firm, the youngest member on the committee.
Harry received a Bachelor of Engineering from Tianjin University (China), a Master of Science from Singapore-MIT Alliance, and an MBA from the University of Chicago.