Wayne Lo

Experience

• 

  Ernst & Young

  Jan 2001 - Jan 2006

  Manager - Transaction Advisory Services

  2004 - 2006: Valuation (M&A, fairness opinion, PPA, goodwill impairment, litigation support, tax, equity instruments)2001 - 2004: Assurance (U.S. and Canadian GAAP audits of public and private companies)

• 

  Deloitte

  Jun 2006 - Jul 2008

  Manager - M&A

  Advise on over 30 deals covering U.S. and international targets.

• 

  Moody's Analytics

  Jun 2009 - Aug 2009

  Product Management Intern - RiskAnalyst

  Update market sizing, competitor analysis, product roadmap, marketing collateral, and sales playbook for RiskAnalyst.

• 

  SanDisk

  Jun 2010 - May 2011

  MBA Rotation - Strategy and Corporate FP&A

  Lead the financial due diligence and valuation efforts on the acquisition of Pliant Technologies ($327M). Prepare the complete corporate FY'12 budget which was approved by the executive committee.

• 

  Apple Inc.

  May 2011 - Aug 2012

  Worldwide Pricing Manager

  Negotiate with existing and prospective telecom carriers on the iPhone plans to be offered in each market. Manage and train global pricing teams based in UK, Singapore, Hong Kong, Australia, and Mexico.

• 

  Matthews Asia

  Sept 2012 - now

  Partner with CIO to provide leadership and management of key initiatives such as implementing new technologies, optimizing research efforts, managing broker relations, and building stronger teams. Prepare long range strategic plans, annual budgets, quarterly forecasts and review budget to actual variances. Evaluate the financial impact of new pricing schemes, products, markets, and clients. Design and implement new incentive plans for the sales team and the investment team.

  • Director of Investment Administration

    Jan 2018 - now

  • Director of Corporate Planning

    Sept 2012 - Dec 2017