Minh Luong

About

Specialties: Financial Services

Experience

• Head of Research · VietNam Holding Asset Management Ltd.10-01-2022

  - Oversee AUM of USD 350mm as not only the World's first UCITS equity fund fully invested in Vietnam since 2012 but also the largest UCITS ESG funds in Vietnam, currently - Collaborate with WaVeritas, a trusted ESG partner based in Switzerland, to ensure all investments are ESG compliant to higher standards after internal checks - Manage the Research team to carry out proper and on-demand research to boost the fund's returns - Work directly with the Board of Directors (BoD) regarding fund raising activities in Europe and Asia - Present portfolio updates to existing clients and to prospects on-site (via overseas travels) or online - Lead the firm's research on major advisory deals.

• Senior Research Manager · VietNam Holding Asset Management Ltd.09-01-2018 – 10-01-2022

  In addition to Research Manager's tasks below, additional responsibilities include: * Worked closely with the Marketing team on fund raising activities * Assisted in portfolio updates presentations to clients either on-site (via abroad travels) or online.

• Research Manager · VietNam Holding Asset Management Ltd.10-01-2013 – 09-01-2018

  Proposed investments to the Investment Committee (IC) * Conducted research on assigned industries (Banking and Consumer Retail as core) * Screened listed companies against predefined prerequisites to add to the investment pipeline * Researched and monitored pipeline companies to decide appropriate time to invest * Met with high management of pipeline companies to seek answers to operation and governance concerns * Wrote investment proposals and built valuation models for proposed companies * Presented investment proposals to the IC to seek approvals. Helped manage the investment portfolio * Reported on performance of investee companies monthly and quarterly * Updated financial projections of investee companies quarterly * Wrote a full investment update for each investee company annually * Established and maintained strong relationships with executives of investee companies * Conducted frequent visits to investee companies to monitor their operations * Attended and participated in major shareholder meetings of investee companies * Advised investee companies on international best practices in operations and ESG (environmental, social and governance) factors * Connected investee companies with new buyers and suppliers through VNHAM's worldwide network Prepared materials for quarterly Board of Directors (BoD) meetings * Brainstormed and proposed investment strategies to the BoD * Provided opinions (in writing) on increasing, reducing, holding, or divesting investee companies. Assisted VNHAM in preparing annual reports * Wrote one-page spotlight for top ten investee companies in the portfolio. Supported VNHAM's annual investment forum * Invited high profile figures at well-known investee companies to the forum * Introduced important figures to board members, who are not stationed in Vietnam.

• Investment Manager · Mirae Asset Global Investments08-01-2011 – 09-01-2013

  As an Investment Manager, likely contributions include managing investment portfolios, conducting market research, analyzing financial data, and making investment recommendations.

• Software Design Engineer in Test · Microsoft08-01-2006 – 06-01-2011

  ** Drove all testing efforts for the Client Health feature of Microsoft's Configuration Manager (CM) to make it the core feature of and the selling point for the product ** Successfully assisted Dell to deploy CM clients to more than 100,000 computing devices ** Shipped the Client Deployment feature of the CM product in three releases without any major defects ** Act as a consultant for MSIT team during trial periods of deploying in-development version of CM clients * Collaborate with developers and program managers to design test plan to control software quality * Develop, automate test cases, and execute automations to verify software functionality * Investigate software's unexpected behaviors to write high quality bugs and propose solutions for software defects * Attend feature team meetings to contribute feedbacks to product specifications and product-exit criterion * Interact with strategic customers such as Boeing and Dell regularly to help troubleshoot product issues * Participated in newsgroups and customer-visit program to provide online and onsite support and gather feedbacks * Supervise and train contractors to execute test cases manually and automatically to finish product testing on time.

Education

• Seattle UniversityM.B.A, Finance, International Business
• Rochester Institute of TechnologyB.S, Management Information Systems
• Lindbergh High School
• Le Hong Phong High School For The Gifted, HCMC, Vietnam

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