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.
