William Li Guo, CVA

Experience

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  Guotai Junan International

  Mar 2011 - Sept 2013

  Investment Advisor

  Responsibilities：-Analyze the DCF valuation model of secondary market and design the portfolio of investment products for clients-Follow to research on geo-economics and dock with PEs and Asset Management Department of banksAchievements：-Expanded additional 80-milllion-RMB AUM within 2 years and managed 300-million-RMB assets in total -Acted as the editor and consultant of Guotai Junan Securities Investment Advisory Morning Post for 16 months

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  Qianhai Equity Exchange

  Sept 2013 - Sept 2017

  Senior Product Manager

  Responsibilities：-Assist the supervisor to found the department and regulate the routine work -Responsible for designing debt financing products, evaluating risks and making adjustments in response -Assist the team to formulate government cooperation plans and negotiation strategiesAchievements：-Leadership: Co-founder of the investment department; Assisted the supervisor to recruit over 30 employees and led an investment team of 6 members.-Product design: Completed the integrated design of debt financing products, including transaction process, registration and clearing, risk management, and even realized the digital management. One product was awarded 2015 Technology Financial Service System Construction Prize of Shenzhen Science and Technology Innovation Commission.-Investment: Completed the due diligence of over 20 companies and audited over 30 companies; Assets under management (AUM) exceeded 3 billion RMB.-Business Development: Assisted the team to negotiate with the Finance Bureau of Guangzhou, Foshan, Jining, Ganzhou, Luoyang, Xiamen, and tailored specific investment plans to the above regions. Show less

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  IDH Capital

  Sept 2017 - now

  Director(Investment department)

  Responsibilities：-Responsible for the company’s equity investment and incubation business-Dominating the company’s cooperation with government, enterprises, associations, universities and research institutesAchievements：-Investment: Completed the due diligence of over 50 projects and the investment of over 10 projects, among which one insurance brokerage company (HUIZ.US) has been listed on NASDAQ in 2020 and 5 projects have received follow-up investment; Introduced South Korean LG Group as strategic resource to the company; Provided entrepreneurship counseling to 5 CMB’s internal innovation projects and assisted them to obtain 1.5-million-RMB start-up capital.-Incubation: Incubated over 160 projects, including 5 international startups; Mentored several projects entering the finals of nation-wide entrepreneurial competitions, including Alibaba Innovation Competition, Shenzhen Startups Competition etc.; Assisted the company to obtain millions of The First Prize of Shenzhen Characteristic Incubation Subsidy for two consecutive years.-College-Enterprise Cooperation: Introduced institutional resources, such as China Merchants Bank Incubator, Shenzhen Cultural Property Exchange and Shenzhen 5G Industry Alliance, to the company and then achieved the strategic cooperation; Initiated the cooperation mode between the company and universities, thus reaching strategic agreements between the company and Shenzhen University, Jinan University, Shenzhen Vocational College, etc.-Government-Enterprise Cooperation: Dominated the company’s entrepreneurial-investment activities with relevant government departments in Suzhou, Hangzhou, Chengdu, and Hong Kong, and over 10 projects recommended has been adopted by the above-mentioned partners; Promoted the company to be the host of Win the future Shenzhen branch of Suzhou Radio and TV Station for 4 consecutive years. Show less