Senior Industry Professionals
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Gaurav Ahuja is a Managing Director with ChrysCapital and has been with the firm since 2004. He is responsible for the LP Relations and Fund Raising functions at ChrysCapital. Mr. Ahuja is a member of the Investment Committee and sits on the board of Infogain, ChrysCapital’s IT Services portfolio company. Prior to joining ChrysCapital, he was in the M&A group at Lazard Freres in San Francisco and Merrill Lynch in New York.
Mr. Ahuja received an MBA from INSEAD and a Bachelor’s degree in Commerce and Economics from the University of Virginia.
Tim Burroughs is managing editor of Asian Venture Capital Journal, having joined the publication in May 2011. He is responsible for all editorial content put out under the AVCJ brand, including Asian Venture Capital Journal, AVCJtv, AVCJ Awards and AVCJ.com. Tim previously spent five years at China Economic Review, serving as editor-in-chief and then editorial director. Located in Greater China since 2003, during which time he has lived in Beijing, Qingdao and Hong Kong, Tim has been a China-based contributor for publications including The Sunday Times, Sunday Telegraph, BBC and China Daily. Prior to moving to China, he trained and worked as a journalist in the UK. He was honored at the Society of Publishers in Asia awards in 2007, 2008 and 2010, and at the State Street Institutional Press Awards - Asia in 2012.
Linda Cai joined Loyal Valley Capital in 2017 as Partner in charge of institutional fundraising and COO. She has 14 years of experience in the private equity sector. Prior to joining Loyal Valley, Ms. Cai was the Head of Cross border investments at Hony Capital for five years, and Head of China for Partners Group prior to that. She graduated from Harvard Business School with a MBA and also holds a MS in Computer Science from California State University Northridge.
Teck Loon Goh is the Head of Investor Relations and responsible for GGV's LP relationships globally. Before joining GGV in 2016, Mr. Goh was a member of the Investment Management Division of Goldman Sachs for 12 years, and a founding member of Goldman Sachs' Asia private equity fund of funds business in 2006 where he focused on making private equity fund investments, secondary transactions and co-investments.
Jie Gong is a Partner at Pantheon, and a member of the firm’s Asia Regional Investment Committee and the Global Co-investment Committee. Jie joined Pantheon from Morgan Stanley Alternative Investment Partners' private equity fund of funds group, where she was head of Asia, and before that she worked at JP Morgan in leverage finance. Previously she worked at the International Finance Corporation on emerging market debt and equity investments. Jie received a Masters in Finance from London Business School, an MA in Economics from University of Miami and a BA in Economics and International Trade from Shanghai International Studies University. Jie is Vice Chairman of the Hong Kong Venture Capital and Private Equity Association (HKVCA) and serves on its board. She founded and chairs HKVCA’s ESG committee, and co-chairs its LP committee. She was a committee member of United Nation Principle of Responsible Investment Private Equity Advisory Committee (UNPRI PEAC) in 2017-2019 (maximum tenure).
Before establishing Pagoda Capital in 2015, James has been working in private equity and asset management business for nearly 30 years, with extensive working experience in sovereign wealth funds on private equity investment and portfolio construction in various sectors.
James’s professional career include: Managing Director at China Investment Corporation(CIC), responsible for CIC private equity investments globally; Senior Advisor of Queensland Investment Corporation(QIC), worked closely with management on overall strategy and investment portfolio for QIC China Private Equity investments; and a number of senior management positions at global investment banks, such as State Street Corp., JP Morgan Asset Management, and Credit Suisse
James has Bachelor degree in Economics and Finance from RMIT University and Master in Applied Finance from Macquarie University in Australia
Ms. Jain has 26 years of experience across financial markets in Europe & Asia across deal origination, structuring, underwriting, portfolio & risk, and fundraising. Prior to joining BPEA, Ms. Jain spent 8 years focused on the mid-market corporate sector in India, most recently heading Indian Private Debt Fund at Religare Credit Advisors LLP (RCAL), and prior to that as Chief Risk Officer for Religare Finvest Limited, a mid-market focused NBFC, responsible for managing risk across all businesses. Before joining Religare, Ms. Jain worked for 10 years in London mainly as Managing Director at HSBC, and prior to that as Director at Barclays Capital in the Structured Credit business. Before her time in London, she worked in debt capital markets covering Asia, based out of Hong Kong with Peregrine Fixed Income Limited across debt syndication, loan trading & risk function.
Ms. Jain has lived and worked in India, Hong Kong & the UK and holds a bachelor’s degree in Electronics Engineering from VNIT and an MBA from the Indian Institute of Management, Calcutta.
Gregory Jania is the Head of Fund Investments for Private Equity at APG US Asset Management Inc.
Prior to joining APG, Mr. Jania was a Managing Director, Partner, and member of the investment committee at WP Global Partners, a 25-person, $2 billion private equity firm founded in 2005. WP Global’s clients include sovereign wealth funds, international insurance companies, endowments, and pension plans. WP Global invested in global buyout, debt, and venture funds and was also an active co-investor.
Prior to that, Mr. Jania was a Senior Vice President in the Investment Management Group of GE Commercial Finance, which managed a $2.5 billion private equity portfolio consisting of over 230 buyout, mezzanine, and venture funds and direct equity investments. Prior to joining GE, he was a Vice President at One Equity Partners, a subsidiary of Bank One that invested more than $1 billion in private equity funds during his tenure and managed a $2.2 billion private equity portfolio with over 125 fund investments. Mr. Jania started his career in credit analysis and debt underwriting at American National Bank, a subsidiary of Bank One in Chicago.
Mr. Jania received an M.B.A. with honors from the University of Chicago and earned a B.A. in political science and economics, magna cum laude, from Wabash College where he graduated Phi Beta Kappa.
Tony Jiang is a co-founder and partner at Ocean Link. He leads all of Ocean Link's investments, and he currently serves on the boards of several Ocean Link portfolio companies, including 58.com, eHi, DingDong MaiCai, Kaiyuan Hotels and DragonPass. Prior to founding Ocean Link, Mr. Jiang was with The Carlyle Group from 2006 to 2016 focused on private equity investments in Asia. He received a bachelor’s degree in Electrical Engineering from Columbia University with full scholarship.
Suneel G. Kaji is a Managing Director with Everstone Capital, based in the Firm’s New York office, and addresses cross-border private equity investments and the Firm’s strategic partnerships across investment platforms. Mr. Kaji has over 20 years' private markets’ experience in control and structured direct investing (private equity, special situations, and credit) as well as manager selection and co-investing, principally in Asia and the US. Prior to joining Everstone, Mr. Kaji was a senior member of UTIMCO’s Private Investment team addressing mid-cap private manager relationships and non-syndicated co-investments, including a focus on Asia. Prior to joining UTIMCO, Mr. Kaji had been a Founding Partner of Accordion Capital, the principal co-investment affiliate of Accordion Partners, a New York-based private equity consultancy. Previously, Mr. Kaji had been a Managing Director-Private Investments at The Rohatyn Group/TRG Management in New York and Hong Kong, after having been a Director at GEM-Kinderhook, a mid-cap private investment firm founded by Soros and Morgan Stanley Capital Partners alumni. Mr. Kaji started his buyside career at DLJ Merchant Banking Partners in New York and Hong Kong and at Goldman Sachs PIA, after having started in investment banking at Salomon Brothers in M&A and Leveraged Finance. He received his MBA from the Stanford Graduate School of Business, and Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.
Melissa Kang has over 20 years of private equity investment experience in Asia. She is the Founder and Managing Partner of JI Capital Partners an investment firm founded by a team of seasoned private equity investment professionals that focuses on sustainable and high impact investments in Southeast Asia. Ms. Kang is also the Founder of Jasmine Sustainability Research Institute, a social enterprise that focuses on specialized market research in ESG and high impact investment opportunities in Asia. Previously, Ms. Kang was a Portfolio Manager and the dedicated ESG Officer of Integro, the global impact fund at Morgan Stanley.
Prior to Morgan Stanley, Ms. Kang worked at IFC, the private sector arm of World Bank Group, where she was a Principal Investment Officer and Regional Lead for East Asia Pacific, responsible for private equity fund investments, based in Indonesia. In that role, she was responsible for new business that covered 15 countries and oversaw $1 billion of portfolio investments, and sat on several advisory boards. In addition, Ms. Kang was also the Global Lead for gender investment for funds at IFC.
Before embarking on impact investing, Ms. Kang was the CEO for a private equity fund of funds business in Asia, a joint venture between ING Investment Management and Pomona Capital, based in Hong Kong. Before that, Ms. Kang had held senior positions at 3i and DBS Bank, responsible for direct investments in Asia. Prior to her private equity career, Ms. Kang spent 8 years in equity investment research and SME finance.
Ms. Kang graduated from the National University of Singapore with a Bachelor of Arts Degree, major in Economics and Political Science. She subsequently earned a Master degree in Applied Finance from the University of Adelaide, Australia. Ms. Kang was a participant at the YMP 2000 program at Insead. Ms. Kang is a frequent speaker at private equity conferences in Asia focusing on ESG, sustainability and impact investing.
Anthony Kerwick is a Managing Director of Australian Private Equity firm Adamantem Capital. Adamantem invests in mid-market opportunities in Australia and New Zealand and manages over $1.3bn of capital for global institutional LPs. Anthony has extensive experience in private equity, company directorships and management consulting.
Mr. Kerwick was a Managing Director at Pacific Equity Partners from 2004 to 2014, having joined the firm in 1999. Prior to this, he spent three years at Bain & Company as a global strategy consultant.
Mr. Kerwick is a graduate of the Australian Institute of Company Directors. He received a Bachelor of Commerce (Hons) and a Bachelor of Laws (Hons) from University of Queensland.
Manish Kheterpal is a seasoned alternatives fund manager with over two decades of experience in venture capital, private equity, and operating experience in TMT sectors. Manish has led and managed over US$ 600 Million of investments in India and across the US-India corridor.
He is currently the Founder & Managing Partner of WaterBridge Ventures, a leading early-stage focused VC firm in India. His investments at WaterBridge include leading start-ups like Atlan, Chalo, DoubtNut (exit), Magicpin, PocketPills, Unacademy (exit) and 9Stacks. Earlier Manish has been in senior investment roles at Rho Ventures, Actis Capital and Providence Equity Partners where he was involved in investments like Dalmia Group, Hathway Cable & Broadband, Idea Cellular, and Phoenix Lamps.
Prior to his investment roles, Manish spent 6 years in product marketing, business development with Ciena Corporation (through acquisition of Cyras) and multinational IT services firm Infosys.
Manish is an active member of entrepreneurship focused networks such as Stanford Angels and TiE. Manish graduated with a Bachelor’s degree in Engineering from IIT Delhi and received his MBA from Stanford University’s Graduate School of Business.
T.J. Kono joined Unison Capital in 2002. He has managed a number of investments in Japan since Unison’s first fund, then led Unison’s expansion to Korea as its founding member. Today, he serves as a member of both Japan and Korea Investment Committee. He has been involved in Unison’s investments in Drug Eleven (Japan), Mine-Mart (Japan), UCOM (Japan), Nexcon Technology (Korea), Gong cha (Korea)/Royal Tea Taiwan (Taiwan), and Forbes (Japan). In addition to investment role, he oversees Unison Group’s investor relations functions. Prior to Unison Capital, he worked at Merrill Lynch Japan.
Mr. Kono has a B.S/B.A. from Washington University in St. Louis.
Tom Lenehan has served as the Deputy Chief Investment Officer of The Rockefeller University since 2011, helping to manage all aspects of the $2.2 billion endowment. Prior to Rockefeller, Mr. Lenehan was a Director at Commonfund Capital starting in 2005, where he primarily focused on manager commitments on behalf of endowment and foundation clients in the private equity, venture capital and natural resources sectors globally. He also led that firm’s secondary investment effort. Prior to Commonfund Capital, Mr. Lenehan worked as a private equity investment professional for Vista Equity Partners in San Francisco, CA and Marsh & McLennan Capital, Inc. (aka, Stone Point Capital) in Greenwich, CT. Mr. Lenehan began his career as a financial analyst at Goldman, Sachs & Co. in the Investment Banking Division in both New York and London. Mr. Lenehan has a Bachelor of Science in Business Administration from Georgetown University, and a MBA from the Stanford Graduate School of Business. Mr. Lenehan currently sits on the Advisory Boards of Greenspring Associates and Felicis Ventures, Investment Committee of the American Council of Learned Societies, Investment Committee of The Peterson Institute for International Economics, the Board of Trustees, Investment Committee of The Wenner-Gren Foundation, and The Greenwich Roundtable and the Investment Committee for the Stony Brook Foundation.
Mr. Lenehan is married, and he and his wife reside in New York City with their two children.
Chris Lerner serves as a Managing Partner at MSA where he oversees the firm’s operations, strategy, and capital formation.
Chris has over 20 years of experience in corporate finance, strategic planning, and private markets investments. He has completed investments, acquisitions and capital raises as an advisor and principal totalling over $20 billion. Prior to MSA, Chris was a Global Partner and Head of Asia for Eaton Partners, where he turned around the business into one of the leading private market practices in fund placement, secondary advisory and strategy consulting. Chris started his career with Citigroup and its predecessor firms, Salomon Brothers and Smith Barney.
Chris received an MBA from Columbia Business School and a BA from Tufts University. He also earned a Certificate in Mandarin Chinese from the College of Foreign Languages in Beijing and the joint China Senior Executive Leadership Program of Tsinghua SEM, CEIBS and Harvard Business School.
David H. Li, Chairman and CEO of Centurium Capital. Prior to founding Centurium Capital in 2016, Mr. Li was the head of Asia Pacific and a member of the Executive Management Group (EMG) of Warburg Pincus. He was with Warburg Pincus from February 2002 to January 2016. In 2014, Mr. Li was recognized as one of the Top 10 Private Equity Investors in China by ChinaVenture and by Zero2IPO. In 2015, Fortune Magazine named him among the Top 30 Investors in China. Prior to joining Warburg Pincus, Mr. Li worked in the Investment Banking Division at Goldman Sachs and Morgan Stanley. Mr. Li is now a board director of China Biologic Products, Inc. and Luckin Coffee Inc. Mr. Li holds an M.B.A. from Yale School of Management and a B.S. degree in Economics from Renmin University of China.
Linda Li joined Vickers since its inception in 2005 and is a member of the Investment Committee. Based in Shanghai, she is responsible for investments in mainland China. Her areas of focus include consumer internet, digital healthcare, online education, and financial services.
Ms. Li covered the portfolio companies including, Tenfen Technology (the leading digital publication player in China); UUCUN (ex-largest mobile content distribution platform, acquired by Baidu); iPartment (ex-largest avatar-based social network site, went for IPO in Taiwan); Kuyun Interactive (the largest smart TV advertisement distribution platform); Bolome (the largest across-platform KOL ecommerce); Skyroam (the largest virtual-SIM based MNVO globally)
During the past 14 years in VC investment in China, Ms. Li was also active in co-founding many groups for young/female VC professionals and she also gave many speeches to female entrepreneurs in various events.
Prior to joining Vickers, Ms. Li started her career as a Statistical Modelling Research Fellow at Singapore’s National Institute of Education for the Ministry of Education. Ms. Li graduated from Beijing University and subsequently earned her master’s Degree from the National University of Singapore. She is a CFA charterholder and a Kauffman Fellow of class 16 from Silicon Valley.
Sherry leads global venture and Asia for Willett Advisors, a family office managing the philanthropic and personal assets of Michael Bloomberg with offices in NYC, San Francisco and Hong Kong. Prior, Sherry was Managing Director and Head of Asia for Mousse Partners, where she established the Asia offices, anchored and served on the Advisory Boards of several leading VC and PE firms, and invested in over 50 direct/ co-investments. Sherry previously worked at The James Irvine Foundation, Thomas Weisel Partners and Goldman Sachs. Sherry holds a BA, Columbia University and JD/MBA, Northwestern/ Kellogg.
Hemal Mirani rejoined HarbourVest's senior management team in Asia in 2015 to focus on investments and investor relations across the Asia Pacific region.
Ms. Mirani first joined HarbourVest in 1997 and spent eleven years developing relationships with leading Asian private equity managers and working with our investors and consultants across the region to advance and optimize their private market investment programs. She rejoined HarbourVest after six years with CVC Capital Partners in Hong Kong, where she was head of investor relations in Asia and Chief Administrative Officer.
Ms. Mirani received a BA in Commerce from Sydenham College (Bombay) in 1989, an MA in International Studies with a Japanese language concentration from the Joseph H. Lauder Institute, and an MBA in Finance from the Wharton School in 1997. The latter two were part of a joint degree program at the University of Pennsylvania. Hemal speaks fluent Japanese.
Mr. Rodney Muse is one of two Managing Partners of Navis. He leads Investments teams in making, monitoring and exiting investments, sits on Investment Committee and sits on the boards and /or executive committees of several Navis portfolio companies. He has been active in Navis investments across many industries and geographies since Navis' inception.
He co-founded Navis in 1998 with Messrs. Bloy and Foyston with whom he worked while at The Boston Consulting Group.
He holds and MBA from Harvard Business School and a Bachelor of Arts Hons degree from St. Lawrence University.
Yipin Ng, founder and Managing Partner of Yunqi Partners.
Founded in 2014, Yunqi is a boutique early stage venture capital fund based in China. Its current focus is on IOT, Robotics, Autonomous, Enterprise SAAS, Big Data, Cloud and AI applications. Some of Yunqi’s recent portfolios include 360 Finance (Nasdaq: QFIN), Yingke (300677.SZ), PingCap, Kujiale and Immotor etc.
Prior to Yunqi, Mr. Ng spent 10 years with GGV in both the US and later GGV’s China office. His investments include AAC Technologies (2018.HK), SINOSUN (300333.SZ), Meihua Biotech (600873.SH) and Heptagon (Acquire by AMS) etc.
Media like Forbes, Zero2IPO and China Ventures have consistently ranked Mr. Ng and Yunqi as a top tier VC and VC firm in China.
Maureen O’Toole is head of the Americas Investor Development Group for Actis. Actis is a London based private capital firm with 70 years of believing that “values drive value”. With 14 offices, their private equity, real estate and energy infrastructure businesses span all geographies.
Ms. O’Toole joined Actis from Morgan Stanley where she was a Managing Director and held a number of roles in the alternative investing arena ranging from sales, team management and business management.
Prior to that, Ms. O’Toole worked as an MD in Citigroup Alternative Investments, heading a global team of investor development professionals who worked with clients to invest in hedge funds, private equity and private real estate funds.
Her involvement with ESG and Impact Investing stems from the Citigroup days.
Ms. O’Toole received her undergraduate degree at California State University at Chico, and her Masters in Finance at Northwestern University in Chicago. Additionally, Ms. O’Toole holds a Chartered Alternative Investment Analyst designation.
Jeff Schlapinski is the Senior Director of Research at EMPEA, where he leads a team producing industry data and in-depth reporting on private equity and venture capital, private credit, and private infrastructure investing in emerging and transitioning economies. In addition to providing quarterly market intelligence to EMPEA’s members, Jeff manages EMPEA’s annual Global Limited Partners Survey and is a regular author of EMPEA special reports and research briefs. He also interacts frequently with the media, fund managers, institutional investors and industry advisors in order to fulfill EMPEA’s broader mission of informing the investment community on the private capital opportunity set in emerging markets. Jeff graduated from the Edmund A. Walsh School of Foreign Service (SFS) at Georgetown University with a B.S. in International Economics.
Josh Stern joined the Investment Office of the Robert Wood Johnson Foundation in January 2012. At the Foundation Mr. Stern is part of the group overseeing all private investments. Mr. Stern came to the Foundation from Rockefeller University where he was responsible for the private investment portfolio. In that role he oversaw a portfolio of Venture Capital, Buyout and Growth Capital and Real Assets investments. Previously he worked at Standard & Poor's as a director in the Higher Education and Not-for-Profit Group, which was part of the Public Finance Department. At S&P Mr. Stern worked closely with a large number of universities and foundations across the United States. Over the course of his career he also worked as an investment banker, focusing on higher education institutions. Mr. Stern received an M.P.A. in public finance from the Maxwell School at Syracuse University, an M.S. in non-profit management from New York University and a B.A. in history and sociology from Binghamton University.
Michael Taylor joined HarbourVest in 1998 in the Boston office. He is focused on primary partnership investing. In 2014, Mr. Taylor relocated to Asia to complement our local teams and act as a member of our global leadership team in Asia. Mr. Taylor has experience across all investment areas of the HarbourVest platform – in addition to his current focus on partnership fund investments, he was originally a member of the direct team and also focused on secondary interests in partnerships and direct portfolio acquisitions. He serves on the advisory boards of partnerships managed by Battery Ventures, Highland Capital Partners, Pamlico Capital, Spark Capital, Stone Point Capital, Ventizz Capital Partners, and Vestar Capital Partners. Mr. Taylor also serves on the Board of Directors of Earth Networks (weatherbug.com).
He joined HarbourVest after several years with Morgan Stanley’s investment banking division. Mr. Taylor served as a Lieutenant Commander with the United States Navy, as a Naval Aviator.
He received a BS (with distinction) from the United States Naval Academy in 1986 and an MBA in Finance from the Wharton School at the University of Pennsylvania in 1995.
Jun Tsusaka is CEO, CIO and Chairperson of the ESG Committee of Nippon Sangyo Suishin Kiko Ltd. (NSSK), an investment firm established in 2014 and focused on Japan’ s middle market. NSSK currently manages five investment funds (including its flagship fund and regional impact funds) on behalf of Japanese and international government and private sector pension plans, institutional investors, endowments and family offices.
Prior to Founding NSSK, from 2006, Jun Tsusaka was a Global Partner, Investment Committee Member and Partner Selection Committee Member for TPG Capital and was responsible for establishing and building up the Japan investment and operating team, which make up the core of NSSK today.
Jun Tsusaka is a graduate of Harvard College and Harvard Business School and has an Advanced Management Certificate in Innovation and Entrepreneurship from MIT. He is a former Business Trustee of Japan’s Bankruptcy Court, is a member of the Keizai Doyukai and Seiwajuku and the President of the Harvard Club of Japan.
David Wei is the founding partner and Chairman of Vision Knight Capital, he has around 20 years of experience in the investment, management and operation in China. Prior to founding Vision Knight Capital, Mr. Wei was the CEO of Alibaba Limited for five years. Alibaba is a global leading E-commerce company, and Mr. Wei successfully led the listing of Alibaba Limited on the Hong Kong stock exchange in 2007. Mr. Wei worked in Kingfisher Plc. from 2000 to 2006, a leading home improvement retailer in Europe and Asia. He was the CFO then CEO of B&Q China, a subsidiary of Kingfisher plc. Prior to that, Mr. Wei was head of investment banking for Orient Securities Co. and then corporate finance manager at Coopers & Lybrand (now part of PricewaterhouseCoopers).
He was ranked one of “China’s Best CEOs” by Financial Asia magazine in 2010. Besides, He was the vice president of China Chain Store & Franchise Association and is a Director of PCCW Limited.
He holds a Bachelor's degree in International Business Management from Shanghai International Studies University and is a graduate of the corporate finance program at the London Business School.
David Wilton is an experienced investor with an exceptional track record in investing with a double-bottom-line and successfully pioneering investment programs in Investing with Impact and Emerging Market Private Equity.
Zheng Partners consults on Private Equity in Emerging Markets, Impact Investing and ESG to a range of International Organizations and Funds and is developing an open source methodology which will enable investors to increase the Impact profile of their portfolios while maintaining return and risk targets.
Prior to forming Zheng Partners Mr. Wilton was Managing Director and Head of Impact Investing at Morgan Stanley Alternative Investment Partners where he created the Integro Impact Fund which as of September 2018 had a gross IRR of 17.3% over the three years since its first close and job growth of 12% CAGR. Before joining Morgan Stanley Mr. Wilton was Chief Investment Officer and Manager, Global Private Equity for the International Finance Corporation. Mr. Wilton was the initial Manager of the Funds Group at its inception in 2000. At the time he left IFC in 2014 the funds’ portfolio was generating a net IRR of 19.3% since 2000 and job growth in the portfolio was running at over 15% CAGR. While at IFC Mr. Wilton was also Acting CEO of the IFC Asset Management Company during its establishment phase and a member of the Pension Finance Committee of the World Bank Group, with oversight of the management of the World Bank Pension Fund.
Mr. Wilton was a member of the G8 Working Group on Impact Investing and is Chairman of the Advisory Board of the Emerging Market Private Equity Association.
Jessie Yan is Director at Lunar. Lunar invests in companies where the Chinese consumer is driving explosive growth through a control-oriented, operationally involved, platform-building investment strategy. Ms. Yan has more than a decade of private equity and M&A experience and focuses her efforts across structuring transactions, due diligence and monitoring, and general administration of the Firm. Prior to Lunar, Ms. Yan served as a Director at Citic Securities in their private equity group and was with White & Case, and was for a time seconded the Global M&A Competence Centre of Nestle in Vevey, Switzerland. Ms. Yan, a native to Beijing, received her Bachelor degree from University of Adelaide in Australia.
Richard Zimmerman is an experienced financial industry professional with a background in wealth management, impact investments, and philanthropy. He has held senior positions at global banks and multi-family offices as well as board positions at philanthropic organizations.
Mr. Zimmerman is a Relationship Manager at WE Family Offices, where he advises the firm's UHNW client families regarding their overall wealth management needs. This includes traditional and impact investment management, tax and estate planning, legacy planning, and philanthropy. He also leads the firm's Values-Aligned Investing service, which incorporates a family’s values into their investments and philanthropy through impact investing and grant strategies.
Mr. Zimmerman has a M.S. in Sustainability Management from Columbia University and a B.A. from the University of Virginia. He holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations. Mr. Zimmerman has been involved in numerous philanthropic causes and serves on the Capital Institute Board, Riverkeeper Advisory Board, and most recently on the Ceres President’s Council.