Goldenwise Capital has a team of 13 profressionals located in Toronto, Canada. With five experienced investment professionals and eight staffs on the operation and technology teams, Goldenwise Capital is able to provide the excellent investment management practice with solid operational infrastructure.

 

Huakun Ding

Principal, Chief Investment Officer

Mr. Huakun Ding earned a M.Sc. in Mathematical Finance from the University of British Columbia, a M.Sc. in Mathematics from Memorial University of Newfoundland, and a B.Sc. in Applied Mathematics from Nankai University. Mr. Ding has extensive experience in the areas of quantitative investment, quantitative strategy development and risk management. Mr.Ding is the founder of Goldenwise Quantitative Volatility Arbitrage Strategy, which has been able to generate stable returns since the inception.

 

Ethan Yu, CFA

Equity Portfolio Manager

Mr. Ethan Yu earned an MBA from Boston University Questrom School of Business and a B.Sc. of Management from Fudan University. Now Ethan is a Portfolio Manager focusing on global macro research and equity portfolio management at Goldenwise. Prior to Goldenwise, he spent one year with Ping An Trust ,where he served as Investment Director and oversaw group assets allocations. He also spent four years in Dalton Investments LLC as Head of Research (Greater China) , covering Asia ex-Japan equity markets. Earlier in his career, Ethan spent three years working as an analyst with China International Capital Corporation (“CICC”).

 

Adam Cai

Vice President

Mr. Adam Cai earned a Master of Science in Management (Msc) from Ivey Business School, Western University and the bachelor degree in Economics from Shanghai Maritime University. Mr. Cai has solid investment experience and capital market industry knowledge. Prior to joining Goldenwise Capital, Mr. Cai has worked in Bank of Montreal Capital market and other various investment management firms and hedge funds in Canada, China and India.

 

Redouane Elkamhi

Partner & Senior Advisor

Redouane Elkamhi is a Professor of Finance at the University of Toronto’s Rotman School of Management. His research is focused on theoretical and empirical asset pricing with interests in asset allocation and investment risk management. His research papers have been presented in prestigious conferences and published in the leading finance journals including the Review of Financial Studies, the Journal of Financial Economics, Management Science and the Review of Asset Pricing Studies. His research has received research awards, including the 2016 Best Paper Award by the Review of Asset Pricing Studies, and best paper award by the Global Association of Risk Professionals (GARP). Redouane has taught at the MBA and PhD levels for over 10 years and has received excellence in teaching awards multiple times. Redouane has also more than 14 years of experience working with large Canadian pension funds, asset managers, asset management advisory firms and other financial institutions focusing on Strategic Asset Allocation, Investment Risk Management, and Quantitative Advisory Services.

 

Howard Zhang

Chief Economist

Howard Zhang is the Chief Economist of Goldenwise Capital, in charge of global macroeconomic research. He has several years of experience working as an economist. Prior to joining Goldenwise Capital, Howard worked in the Global Economics team at IHS Markit. Howard also worked in a think-tank in Canada and provided student assistance to a leading economic forecast organization in China. Howard holds a Master of Arts degree in Economics from Queen's University and a Master of Science degree in Economics from Zhejiang University.

 

Jerry Du, CFA

Senior Equity Investment Analyst, CFA

Mr. Jerry Du earned a Master of Arts in Statistics and Financial Engineering Diploma from York University and Bachelor degree in Finance from the University of Science and Technology of China. Mr. Du is focusing on equity and equity derivatives research at Goldenwise. Prior to Goldenwise, Mr. Du had more than 10 years working experience in top financial institutions such as Bank of China International Securities and Haitong Securities, and Bank of Montreal in Canada.

 

Ning Liu

Senior Equity Investment Analyst

Mr. Ning Liu holds a Bachelor degree in Computer Science from Dalian University of Technology and a postgraduate diploma in finance and economics from the Chinese Academy of Social Sciences. Mr. Liu has many years of investment experience in the global stock market and has achieved substantial investment returns. Prior to joining Goldenwise Capital, he worked for companies in both finance and IT areas, such as Stratigis Capital Advisors, SAP Canada and CIBC. The extensive industry experience helps him gain a deep understanding of investment opportunities in the technology sector.

 

Clark Sun

Equity Investment Analyst

Mr. Clark Sun earned B.S./B.A. degrees from Peking University and a M.S. degree from University of Pennsylvania. Prior to joining Goldenwise, Mr. Sun worked as an Investment Research Analyst at Brightwire Inc in New York City. Mr. Sun also worked at the United Nations Headquarters in New York, focusing on global economic and policy research.