Joe Zhou

Experience

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  UBS

  Jul 2011 - May 2017

  From 1st year analyst to director in 4 and half yearsResponsibility: - Origination and execution of IBD transactions, covering all types of banking products incl. cross-border M&A, equity, debt and derivatives - Sector focus: industrials, TMT, consumer retailM&A completed: - China outbound acquisition of a European public service company, FA and financing, €2.7bn- China outbound acquisition of a global leading specialized catering company, FA, €1.9bn- China outbound acquisition of a global leading specialized industrial service company, FA, €800m- China outbound minority investment in an European FI, FA and financing, €4bn- China outbound minority investment in a global hotel management company, FA and financing, US$6bn- China outbound acquisition of two global leasing companies, FA and financing, US$19bn- Trade sale of a consumer retail chain from PE owner to strategic buyer, FA, CNY1bn- China outbound minority investment in a European catering chain, FA, £600m- China outbound minority investment in a budget airline company, FA, US$450mIPOs completed: - Hong Kong IPO cornerstone investment in FI, FA and financing, US$1bn- Hong Kong IPO of a consumer retail company, sponsor, HK$15bn- Hong Kong IPO of a TMT company, sponsor, HK$350m- US registered selldown post IPO of a TMT company, US$2.7bnEquity-linked completed: 7 deals, including CB, EB, private placement and other hybrid transactionsBond completed: 7 deals, including USD, EURO and CNY offerings Show less Responsibility: - Origination of private side corporate derivative transactions, such as swap, FX hedging and asset-backed financing - Execution of private side corporate derivative transactions Deals completed: - Structured FX hedging on the back of China out-bound cross-border M&A transactions- High yield bond portfolio backed structured financing in total return swap format- Interest rate swap on the back of syndicate loans and bonds - Cross currency swap on the back of bond offering denominated in non-functional currency Show less

  • Director (IBD)

    Apr 2013 - May 2017

  • Analyst (Global Capital Markets)

    Jul 2011 - Mar 2013
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  HNA Innovation Finance Group 海航创新金融集团

  May 2017 - Jul 2018

  Chief Investment Officer

  Responsibilities:1. Run the corporate M&A department2. Layout acquisition strategies3. Lead deal executions4. Build the team from scratch and get all rules on the ground Deals completed:1. Acquisition of the Glencore storage assets across the globe, execution and financing, US$1.5bn2. Acquisition of CWT, execution and financing , SG$1.4bn3. Sale of TIP Trailer, FA and buyer sourcing, €1.3bn4. Acquisition of DB stake, execution and financing, €3bn

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  ATLATL Innovation Center

  Jan 2022 - now

  Executive president