Start-ups, education and Asia

Jul 27, 2024

It has been a long and winding road for me, investment banking in Toronto, NY and London for over 20 years. Then, university teaching of investment management in UK and China. And for the last 8 years, working with early-stage companies in Asia. But there has been one constant, always having one leg in industry and one in education/training.

In 2016, I left my role as Professor of Practice of an MSc Investment Management in China.  Since, I have focused on helping early-stage companies (consulting, fund raising, etc.) and also run several accelerators with Founder Institute. One other new venture is expanding the education of industry to high schools. Schools are good at academic subjects but often fail to prepare young people for many life-aspects, like employment, personal financial management, etc.

Lastly, technology has had a profound impact on both financial markets and education.  So, I find it time to do some R&D and develop some new models for corporate finance using AI.  There are many investors with money in ASEAN, but many won’t lead a deal or invest alone as they are not confident of doing the due diligence.  So, I am building a model producing investor DD documents that does 99% of the investor’s grunt work.  Of course, preparing these documents is time consuming for me, so my new project is to build an AI model that does the ‘first cut’ of these documents and gets rid of 99% of my grunt work.

John D. Evans, CFA

27 July 2024

Benny Cao, CFA

Manager, Investment Management

benny.cao@seiml.com

Benny has worked in the financial markets of China with an emphasis on fixed income, currency and asset-liability management.  He is currently Vice President of Longly Capital, a medium-sized, Ningbo-based private fund management company. The firm’s strategies include various types of fixed income portfolio management and convertible bond portfolio management. In addition, Benny offers financial investment services to professional investors such as Fund of Funds (FoF) of securities companies, enterprise investors and high net worth (HNW) individuals.

Benny has also been active on the commercial side of the securities business managing client business development strategies, marketing programmes and roadshows and developing and delivering financial markets training programmes for small and medium-sized banks and other financial institutions.

Benny is fluent in Mandarin, English and Japanese.

Jina Zhu, CFA Institute, Investment Foundations

Manager, Corporate Relations

jina.zhu@seiml.com

Since returning from graduate studies in France to China in spring of 2014, Jina has been continually working in the field of e-commerce and its applications to the financial, entertainment and automotive industries. She is a multi-functional talent and fluent in Mandarin, English and French.

Jina is SEIML’s key relationship manager between foreign clients and the Chinese administrative authorities and has held many responsibilities dealing with international companies and executives operating in China.  As a result, she manages all of the company’s Business Process Outsourcing (BPO) activities with clients

With her graduate degree in economics and completion of the Investment Foundations certificate from CFA Institute, she has the knowledge to assist foreign companies in China market research, including reviews of potential customers, suppliers or other third parties.  She is also quite savvy in the use of Chinese social media.

Jina is fluent in Mandarin, English and French.

John D. Evans, CFA

Founder & Director

john.evans@seiml.com

John spent the first 24 years of his career in investment banking, first in Toronto, briefly in New York and then London.  He was involved in DCM, ECM and strategic investment advisory to large funds in EMEA.

In 2004 he moved into academia and designed and ran MSc programs in investment management at universities in the UK and China. He also created and managed one of the larger financial professional training organizations in Europe while at the UK university (that was a JV partner in the training firm).

In 2016, John returned to industry to work with start-ups and various platforms and eco systems to support these early and middle stage companies. Initially he pursued this venture in the Shanghai region but then moved to Hong Kong in 2024 to build SEIML’s footprint in Southeast Asia. John is also a Director of the Hong Kong Founder Institute (FI) eco system and Program Director for the FI ASEAN Fintech accelerator.