Xicheng Lu

IPO Origination / Execution / Syndication REITS Cover GC (Mainland + HK) + SEA (Indonesia + SG)

USD growth equity fund

or platform onboarding.

• Assisted with resource allocation and event coordination for university initiatives, including HKU Info Day • Promoted HKU’s image, highlighting its academic and cultural offerings to prospective students and visitors • Supported recruitment efforts to attract a diverse and talented student body to HKU • Developed strong organizational and communication skills through interactions with students, staff, and guests

Conducted in-depth market mapping and industry research across emerging verticals in robotics, vision-language models (VLM), and AI-enabled systems, identifying early-stage investment trends and potential breakout technologies. Reviewed and analyzed pitch decks (BP) from early-stage startups across sectors including AI infrastructure, intelligent hardware, and automation; assessed product-market fit, technical roadmap, and scalability. Supported the investment team in screening deals, preparing internal reviews of founding teams, competition, market size, and monetization strategies. Participated in building investment theses around next-gen robotics platforms and human-AI interaction technologies; contributed structured insights to weekly pipeline meetings.

● Planned team schedules, organized progress meetings, and drafted reports; established an iterative mechanism to continuously improve roadshow projects, earning the only 'Outstanding Notes' award and high praise ● Studied asset allocation in family offices, including investments in PE, VC, stocks, and trusts as an LP ● Learned about the bond issuance process and compliance in the investment banking department ● Promoted quantitative commodity trading strategies in the institutional sales department, combining long and short positions for a market-neutral approach, explaining historical backtest data and live trading charts ● Developed forex investment strategies, creating a strategy portfolio for forex markets in developing and developed countries, and explaining arbitrage strategies ● Introduced the ABS business of brokers, including financing leases, real estate, and infrastructure, and created PPTs to explain brokers' key business strengths and case studies ●Selected Project – Technology Company Equity Incentive Plan - Participated in institutional sales, recommending brokers' equity incentive plans to tech companies, researching vesting restrictions, and creating and presenting PPTs - Developed a company's cash flow forecast model to compare pre-and post-equity incentive scenarios

Supported the sell-side research team covering Hong Kong/China TOP 100 real estate and infrastructure developers, with a focus on project-based analysis across property cycles, land auctions, and policy impact. Assisted in collecting and organizing quarterly earnings data, project pipeline updates, and policy news tracking, enabling timely update of coverage models and investor briefs. Conducted bottom-up fundamental research, including regional land bank valuation, presale performance tracking, and company-specific catalysts across top HK/China developers. Summarized equity reports and investor calls, and helped maintain valuation models (DCF/Comparable Companies), contributing to coverage updates and pre-earnings previews. Analyzed developer financing structures, bond issuance conditions, and equity incentive schemes under tightening liquidity and policy shifts in China’s real estate sector. Built internal materials for weekly sector roundups, integrating macroeconomic indicators, urban policy trends, and key company activities into strategic insights for internal use.

Awards: Full Scholarship awarded by The University of Hong Kong Courses: Computer Programming, Introductory Financial Accounting, Microeconomics, Probability & Statistics

Selected to participate in the Xscent Venture Challenge at Duke University’s Fuqua School of Business, gaining exposure to venture investing and building a professional connection with Lenovo’s North America investment team