Lei Cui, CFA

Analyst

1000 followers

New York, New York, United States

Connect with Lei Cui, CFA to Send Message

Connect

Connect with Lei Cui, CFA to Send Message

Connect

Timeline
About me
VP of Private Equity Investment @Coalescence Partners
Education
- University of California, Berkeley, Haas School of Business
  2016 - 2017
  Master of Science (M.Sc.) Financial engineering
- Wuhan University
  2009 - 2013
  Bachelor of Applied Science (BASc) Financial Mathematics 3.91
  Publication:Ke Huang, Lei Cui and H. J. Cai. 2012. A Trading Model in Chinese Commodity Futures Market using GARCH-Wavelet Neural Networks. Proceedings of the International Conference on E-Business and E-Government (ICEE2012).
- National University of Singapore
  2012 - 2012
  Statistics
  Activities and Societies: Study in Faculty of Computing and Faculty of Statistics as an exchange student.
Experience
- Willis Towers Watson
  Jul 2013 - Jun 2015
  Analyst
- Houlihan Lokey
  May 2017 - Apr 2019
  Financial Analyst
- Coalescence Partners
  Apr 2019 - now
  Focus on growth-stage company investment for New Hope Group, a conglomerate with core business across consumer products, food and agriculture. I have led due diligence and financial analysis resulting in over $40 million in investments in companies such as Aquarian Holdings, Judo Bank, Oishii, Arzeda, and Tidal Vision. As a strategic investor, I also have the privilege of working with our portfolio companies to create business opportunities through our strong industry connections.
  - Vice President
    Jan 2022 - now
  - Associate
    Jan 2020 - Dec 2021
  - Investment Analyst
    Apr 2019 - Jan 2020
- Toastmasters International
  Jul 2020 - Jun 2022
  Vice President Of Membership at Douglas Elliman Westside Toasties
  The mission of Toastmasters is to provide a mutually supportive and positive learning environment in which every individual member has the opportunity to develop oral communication and leadership skills, which in turn foster self-confidence and personal growth.
Licenses & Certifications
- Principles of Computing (Part 2)
  Coursera Course Certificates
  Nov 2015
  View certificate
- 计算原理（第 1 部分）
  Coursera Verified Certificates
  Oct 2015
  View certificate
- Python交互程序设计入门（第 1 部分）
  Coursera Verified Certificates
  Aug 2015
  View certificate
- Math Foundations for Financial Engineers Course
  University of California, Berkeley, Haas School of Business
  Jan 2016
- Series 79 Investment Banking
  FINRA (Financial Industry Regulatory Authority)
  Aug 2017
- Statistics for Financial Engineers Course
  University of California, Berkeley, Haas School of Business
  Jan 2016
- Chartered Financial Analyst
  CFA Institute
  Nov 2018
- C++ Programming and Numerical Analysis Course
  University of California, Berkeley, Haas School of Business
  Jan 2016
- Series 63 General Securities
  FINRA (Financial Industry Regulatory Authority)
  Aug 2017
Volunteer Experience
- Volunteer
  Issued by Rocking The Boat Inc on Jul 2017
  Associated with Lei Cui, CFA