鄧立昕

專注於私募領域,在金融服務產業有4年經驗。有完整的項目經驗,赴美上市到私募基金設立皆有實操經驗。

獨立作業經驗豐富,而我更偏好團隊導向,喜歡與團隊一起在未知領域挑戰自己找到自我價值。

常駐過美國/深圳/香港等地。

#opentochallenges

  Taipei, Taiwan

 

工作經歷



四月 2016 - 六月 2020


項目經理

Magnate Holding Inc.

境外私募基金設立到超過一千萬美金管理規模
・多項投資項目負責人,產業橫跨房地產/娛樂項目/供應鏈金融
・美國投資移民項目顧問,與美國當地建商合作推出房產投資移民項目
・銷售演講/業務訓練講師

三月 2014 - 二月 2016

副總裁助理

Autarky Consulting Inc.

・安排副總裁私人事務並提供業務援助
・美國公開發行企業的股務作業,股東關係維護

安排並記錄年度股東會/董事會
・公司對外聯絡窗口,包含美國股務公司/律師/審計師以完成公司季報年報的提交

學歷


私立中原大學

國際經營與貿易學系

2009 - 2014

學士學位

Middle Tennessee State University

商業

2012 - 2013

交換計畫

技能

基金管理


  • 架構設立
  • 合規管理
  • 行政管理

項目管理


  • 盡職調查
  • 資源整合安排
  • 風控管理

語言


  • 中文 - 母語
  • 英文 - 精通

過往項目


發行境外私募基金

與信託人/律師/審計師/行政管理人協作發行了開曼單位信託型基金,ISIN 碼KYG5769A1004,同時也是公司第一支發行的離岸私募基金。


黃金貿易項目

黃金一直以來常被理解為紙黃金的交易,如期貨和基金。此項目結合貿易墊資,投資人可以享受可觀的貿易價差,同時不受金價波動影響。我們結合黃金產業各方專家,包含押運業者、金庫保管商和供貨商,形成自已的貿易網絡並在2019年為客戶帶來可觀收入。2020年更與香港賀利氏發行聯名金條。

深圳文化四版掛牌

2017年為了推動文化娛樂項目在深圳的募資,我們聯繫了深圳文化交易所,並在3個月內成功完成了掛牌。

Joann Deng

4-year experience in Finance, focusing on PE. Experienced in Going Public and PE Fund Management.

Mostly solo but a team-oriented person. Love exploration and challenge, especially discover your own value in an unknown field with the team. Based in US/Shenzhen/Hong Kong.

#opentochallenges

  Taipei, Taiwan

 

Work Experience



Apr. 2016 - Jun. 2020

Project Manager

Magnate Holding Inc.

・Offshore PE fund structuring from the scratch to 10m+ AUM.
・Project leader for investments project across Real Estate/ Film
Investment/ Supply Chain Finance Fields.
・USA Visa EB-5 consultant, launch an immigration investment project with local construction company.
・Pitching/ Sales Training speaker

Mar. 2014 - Feb. 2016

Executive Assistant

Autarky Consulting Inc.

・Arrange personal matters of VP and provide administration support
・Legal compliance work for the OTC listed entity, shareholder relationship maintain
・Arrange annual board/shareholder meeting and record minutes.
・Liason with Transfer Agent, Attorney and CPA to file the 10-K, 10-Q report.

Education


Chung Yuan Christian University

International Business and Trade

2009 - 2014

Bachelor's Degree

Middle Tennessee State University

Business

2012 - 2013

Exchange Program

Skill

Fund Management


  • Structuring
  • Legal Compliance
  • Administration

Project Management


  • Due Diligence
  • Coordination
  • Risk Management

Language


  • Chinese - Native
  • English - Fluent

Projects


Offshore PE Fund Launch

Coordinated with Trustee/ Attorney/ Auditor/ Fund Admin to set up a Cayman Unit Trust Fund. Launched in Jan. 2018, with ISIN Code KYG5769A1004, which is also the first PE fund for the company.

Gold Trading Investment Project

Gold trading usually refers to "paper gold", such as Contract and Fund. This project combined with gap financing, investors are able to enjoy the great margin and zero impact from fluctuation by trading physical gold. We teamed up with professional couriers, supplier and safe-keeper to develop our own network and created decent profit for our clients in 2019. We had a co-branded gold bar with Heraeus in 2020. 

Listed Shenzhen Culture Assets and Equity Exchange

In order to facilitate our entertainment investment projects, we touched base with the exchange in 2017 and successfully have the entity listed in 3 months.

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