PTI – Our Experiences

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.