PTI – Our Experiences
Our Advisory Committee members, instructors & team possess senior executive & practitioner experiences of 100+ years in total in listed cos, investment banks, private equity, banks, and finance sector, including working exposures to across 8+ different places & 4 regions, such as:
- Australia
- China
- Europe
- France
- Indonesia
- Israel
- Japan
- Malaysia
- S. Korea
- S.E. Asia
- Singapore
- Taiwan
- United Kingdom
- United States etc.
(in alphabetical order)
1. Selected Work Experiences
(1) C-Suite Executive Experiences
- Chairman of Investment Banking-China Region, Asia ex-Japan Investment Banking Division, an international investment bank
- Chairman of listed co in HK
- Founder/CEO of private equity fund eventually acquired by SOE
- CEO of a professional services group
- Managing Partner of a private equity fund
- CEO of a new retail marketing co
- Asia Pacific Regional CFO of international bank
- CFO of a few listed cos in HK
(2) Other Practitioner Experiences
- Raised funds successfully from private equity for total amount over USD1 billion cumulatively
- Independent Non-executive Director (INED) of a few listed cos in HK
- Member of Capital Commitment of an investment bank, approving IPOs & bonds issuance
- Approval experiences in total amount over USD10 billion equivalent cumulatively
- Member of Investment Committee of sizable investment banks
- Head of Department of investment bank
- Approval experiences for trade finance transactions
- Head of United States Performance Management, an international bank
- Member of Credit Committee of banks
- A senior member of the Asian Team of an international consulting firm
2. Other Experiences/Achievements
- Chairman, The Asian General Chamber of New Retail
- Trainer of a government institution in Asia
- Reviewer of SFC licensing exam questions, HKSI
- Instructor of MBA of an university in HK
- Author of a few books sold to different countries
- Speaker of trainings of a quasi-government body in HK
- HKICPA Qualification Programme Workshop Facilitator
3. Professional & Selected Qualifications
Some of our Advisory Committee members & instructors’ qualifications include:
-
- HKICPA member
- CPA Australia
- Fellow member of Institute of Chartered Accountant of England & Wales, UK (FCA)
- Fellow member of ACCA (FCCA)
- Member of HK Securities & Investment Institute (MHKSI)
- Asset Management Association of China (“AMAC”) practicing member
- Type 6 regulated activity Corporate Finance licensed representative of SFC of HK
Note:
Our experiences are subject to changes without prior notice to you, in the event of any change in Advisory Committee members.