Sam Tep Email & Phone Number
Consultant
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Sam Tep Location
- Hong Kong
Sam Tep Work
- Consultant @ Independent Research (January 2021 - Present)
- CFO @ (January 2018 - January 2020)
- Director @ Luminct International (January 2014 - January 2017)
- Director, private wealth management and capital markets @ (January 2009 - January 2014)
- General manager - investment ... @ (January 2003 - January 2009)
- Dealing director and Head of strategic business development and products | Board of directors member @ (January 2000 - January 2003)
- Director, Asian markets and Portfolio manager @ (January 1995 - January 2000)
- Pension fund investment officer @ (January 1988 - January 1995)
- Corporate finance, capital markets research and treasury management analyst @ (January 1985 - January 1988)
Sam Tep Education
- CFA Institute
CFA (Investment Management)
- Harvard Business School
Investment Management Workshop (CFA Institute) Session 41 (Investment management program for CIO's and senior investment executives)
- University of Toronto - Rotman School of Management
MBA
- University of Toronto
Resident Fellowship - Massey College
- University of Notre Dame
Graudate studies in Mathematical Economics & Econometrics
- St. John's University
BA (magna cum laude) (Mathematics & Economics (double major))
- Wah Yan College ( 華仁書院 )
Matriculated with A-level in science subjects
- Kowloon Tong School ( 九龍塘學校 )
Graduated - Primary school
Sam Tep Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Capital Markets
- Corporate Finance
- Derivatives
- ETFs
- Equities
- Equity Research
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Portfolio Management
- Private Equity
- Risk Management
- Treasury Management
- Valuation
- Wealth Management
Sam Tep Summary
- Sam Tep, based in Hong Kong, is currently a Consultant at Independent Research. Sam Tep brings experience from previous roles at WildFaces.AI, Luminct International, CFA Institute - Asia Pacific Regional Office and Hutchison Whampoa Europe Investments / Hutchison International. Sam Tep holds a CFA in Investment Management @ CFA Institute. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets and more.
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