Enthusiastic, intellectually curious, optimistic, open-minded, eager to explore, and not just focused on one thing - that’s my impression of the people I have met who hold the CAIA designation. I earned the CAIA designation in 2012. There were around 500 CAIA Charterholders in Hong Kong. Fast forward a decade, and we have 13,000 CAIA Members globally. The CAIA curriculum is an excellent choice for finance professionals seeking a broad knowledge base in alternative investments. It also provides an excellent network globally to share knowledge and expertise.
Kelvin is the Chief Operating Officer at a European single-family office based in Hong Kong. The family office has investments across the globe, including public and private equity, digital assets, alternative investments, real estate, and biotechnology companies in Southeast Asia, the United States, and Europe. Kelvin manages daily business operations and analyzes deals and investments for the family office.
Kelvin began his career at Deloitte Touche Tohmatsu in Hong Kong as an associate in the Global Financial Service team. His clients were primarily global investment banks, securities firms, private equity firms, and other financial institutions. He spent five years with the firm before deciding he was ready to take on a new challenge. He joined Telligent Capital Management, an alternative investment company founded in 2003 and managed by professionals with decades of Asian market investment experience. After three years as a financial controller, he was promoted to CFO. As CFO, he was responsible for all operational and strategic issues, including maintaining a robust operations environment and delivering insights to top management. He spent a fruitful decade at Telligent Capital Management.
Kelvin has extensive experience in infrastructure building, managing and coaching professionals across the globe and in different functions, leading turnaround solutions, and affecting change.
Kelvin is a private angel investor for a few start-ups. He is also co-founder of a peer-to-peer buy side networking group (HF Ops Buddies Group), a hedge fund networking and knowledge sharing group with 140+ active hedge fund professionals in Hong Kong, Singapore, the UK, and the US.
In addition to holding the CAIA Designation, Kelvin is also a Certified Public Accountant. He graduated from the Business School at Hong Kong University of Science and Technology. Kelvin is the father of two sons. (Fun Fact: he also owns and runs a social media page related to Fatherhood in his leisure time).