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THE TEAM

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Bill Wong is the Founder and Managing Partner of Panthera Advisors, a Hong Kong based consulting firm that advises asset management and family offices on fund structuring, operational, regulatory, accounting, audit and tax compliance matters.  He draws his expertise from a wealth of experience in the asset management and funds sector, having spent over fifteen years in large institutional hedge funds. 

 

He was one of seven founding members of Asia Research and Capital Management Ltd. (“ARCM”), a HK based fund management business launched in 2012 as a spin-off from Perry Capital.  ARCM manages a multi-asset class platform with AUM of over US$3 billion, investing primarily in credit and equity securities in multiple jurisdictions across the capital structure.  Alongside his partner of business development, they jointly created fund formation documents, DDQ, and a full suite of compliance manuals. Bill was intimately involved in managing every aspect of the non-investment side of the business, including Fund/manager audit, fund administration, investor communications, regulatory compliance, IT and accounting functions.

Between 2006 and 2012, Bill was the Financial Controller at Perry Capital Asia, the Hong Kong sub-advisor to New York headquartered US$14 billion hedge fund.  He served as the compliance officer of a licensed corporation registered with the Hong Kong Securities and Futures Commission.  He was primarily involved with tax structuring, documentation and funding of private transactions.  He oversaw the financial operations function and provided trade support to traders in Hong Kong.  Bill was also in charge of all legal, administrative, HR and accounting functions for the entire office.

Bill spent the early part of his career in New York in several accounting roles.  Between 2003 and 2006, he was the manager of SEC reporting at Bristol-Myers Squibb, a Fortune 100 pharmaceutical company headquartered in Princeton, New Jersey.  Prior to that, Bill spent the first eight years of his career at PricewaterhouseCoopers, initially in audit and then in their Global Capital Markets Group, providing strategic advice to international clients looking to raise new equity or debt in the US, including conversion of financial statements from local GAAP to US GAAP, SEC registration process and obtaining listing approval.

Bill graduated from Baruch College, City University of New York, with an undergraduate degree in Business Administration, majoring in Accounting in 1996, and he obtained an MBA from the Graduate School of Business at Columbia University in 2005.

Business Consultant

US Certified Public Accountant

Hedge Fund Founding Member ARCM

Perry Capital Asia Executive

Bristol Myers Squibb

PWC Global Capital Markets

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With over 25 years of experience as a finance professional, Alex has served key roles including CFO of several Group of Companies. Alex’s expertise extends to solid accounting and banking practices gained from working with esteemed firms like the Big Four.  Additionally, Alex served as an executive with the Marga Group, an international business syndicate focused on real estate development and telecommunications in Myanmar.  Alex has also contributed his financial acumen to Brockman Mining Limited, listed on the Hong Kong Stock Exchange (0159) and the Australian Securities Exchange (BCK), as well as Hargreaves Industrial Services (HK) Limited, a wholly-owned subsidiary of a UK-listed company.

 

Alex’s skillset encompasses operational finance, from intricate country-level financial management to overseeing regional consolidated finance operations.  Alex possesses professional expertise in handling various financial activities, including initial public offerings (IPOs), mergers and acquisitions, fundraising, and annual compliance for listed and unlisted companies across Hong Kong, Mainland China, Australia, Singapore, and Myanmar.  Alex gained solid work experience in these regions, allowing him to navigate diverse business landscapes effectively.

 

As an Associate member of the Hong Kong Institute of Certified Public Accountants (HKICPA), ISCA and CPA Australia, Alex brings a strong work ethic, unwavering commitment, drive, analytical thinking, adept risk identification and management skills, effective negotiation abilities, and a results-oriented philosophy to his roles.

Financial Advisor

HKICPA

ISCA

CPA Australia

Marga Group

Brockman Mining Limited

Deloitte

Standard Chartered Bank

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Ulfred is an experienced business professional with over 30 years of accounting and financial expertise. He has a strong background in auditing, financial and regulatory reporting, and commercial operations. 

 

Ulfred has worked in a Big 4 accounting firm and served as an Audit Partner at various CPA firms, where he managed Asia-focused audit engagements and built client relationships.  He has specialized knowledge in Securities and Futures Commission reporting requirements for Asset Management Companies, including Hong Kong based investment advisors to Private Equity and Hedge Funds.  Ulfred has worked with asset management companies to determine their minimum Financial Resources requirements, make the required periodic Financial Return filings, and ensure compliance and accurate reporting.

 

Ulfred possesses strong analytical skills, attention to detail, and a proactive problem-solving approach.  With precise communication skills and strong business acumen from years of training in the accounting/finance industry, Ulfred can effectively collaborate with teams and stakeholders, and contribute to the organizational growth and success of our clients.

Ulfred is a practicing Certified Public Accountant in Hong Kong and is a fellow member of the Hong Kong Institute of Certified Public Accountants (HKICPA).  He is also a Certified Tax Advisor and fellow member of the Taxation Institute of Hong Kong.

HKICPA

TIHK

Ulfred U & Co.

Kenneth Chau & Co.

Lawrence Cheung CPA Co. Ltd.

Ernst & Young

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Walter Cheung, CFA, FRM, is a seasoned investment professional with over two decades of expertise in portfolio management, investment research, and financial technology. As Portfolio Manager of CONTRENDIAN Ltd., he manages a long-short investment portfolio using a proprietary systematic macro strategy, earning industry recognition. At CONTRENDIAN Technologies Ltd., he led the design and launch of an award-winning investment analytics platform, securing international patents and multiple FinTech accolades.

 

Walter previously co-managed multi-billion-dollar global investment portfolios at leading Asian family offices, where he developed long-term investment themes and tactical trades. His role as Client Portfolio Manager at State Street Global Advisors highlights his expertise in advising institutional clients and creating innovative investment products. Earlier in his career, he contributed to top-ranked investment strategy teams as an Equity Research Analyst at Sanford C. Bernstein & Co. in New York.

 

Walter holds an M.B.A. from Columbia University, an M.S. in Operations Research from Stanford University, and a B.S. in Industrial Engineering & Operations Research from UC Berkeley. Fluent in English and Chinese, he is actively engaged in academic and entrepreneurial communities, committed to continuous learning and innovation in the investment and FinTech sectors.

Investment Advisor

CFA Charterholder

Certified Financial Risk Manager (FRM)

SFC Responsible Officer (Type 4 & 9)

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Vivian has over 25 years’ Global Human Resources Expertise in different generalist, specialist and business partner roles with MNC Companies in different industries, including Tele-communication, FMCG, Retail and Sourcing Solutions.

 

Being a strong HR Professional equipped with the practical knowledge and strategic experiences in becoming innovative, adaptive, resilient, and customer orientated, to be converted into a strategic partner, a change champion & problem solver.

 

Vivian has worked in MNC Sourcing Network, acting as Vice President, involved in Global People Strategies as well as Reengineering and Reorganization Projects. Provide strategic leadership and expertise in implementing HR initiatives that align the people capabilities with the business strategies.

 

Understands the business issues and creates solutions that address current

and future needs. Guides leaders to build their functional people strategy aligned to global RGA strategies (philosophies, programs, initiatives) always balanced with local customs and regulations.

Strong problem solving skills and good analytical mind set, derived by the wide exposure of different best practices and special people management issues, work closely with business leaders and their organizations to provide comprehensive, professional HR guidance and support with the objective to clarify strategy, manage talent, create value added organizational capabilities and deliver supporting HR strategies.

Human Resources Business Partner

Strategic Planner & Change Agent

Li & Fung

PCCW Directories Ltd.

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