Yating Xia, CFA

Manage strategic initiatives and investments in Artificial Intelligence for a stage-agnostic fund.

A global venture fund with anchor LP being TCL Corp, one of the largest consumer electronics companies in the world. We are financial investors who bring strategic values.

1. Performed valuation analysis for oil & gas reserves, undeveloped acreage, mineral reserves, and intangible assets. 2. Conducted business enterprise valuation, and purchase price allocation related to mergers and acquisitions, and impairment analysis. 3. Performed related company, industry, and economic research, and composed narrative reports in support of valuation analyses.

1. An honors program with 10 percent acceptance rate. 2. Co-managed the small cap stock fund with a market value of $3.7 million. 3. Developed proprietary investment model based on state-of-the-art academic paper and classic investing books. 4. Utilized the proprietary model to make buy/hold/sell recommendations, and voted for investment decisions.

1. Conducted research on the status quo of American steel logistics park and reported the result in PowerPoint format 2. Collected data of various steel processing costs through telephone interviews with suppliers 3. Assisted in building financial analysis models through Excel

1. Accomplished feasibility analysis of IPO for chemical companies and culture companies 2. Conducted industry research and company analysis for pitch-book drafting, which served as the chief source for the final pitch book 3. Analyzed the effect of a new regulation on IPO based on data collection from market

1. Assisted in processing trade transactions including draft discounting, LC issuance, import bills and export bills 2. Assisted in matching deal tickets with supporting documents

1. Performed a series of analyses of stock market potential movement through Fundamental and Technical Analysis and drafted daily reports on financial market 2. Verified customers’ accounts and assisted investment consultant in offering investment suggestions to customers

1. Managed to secure ￥10,000 from Li Kai Shing Foundation using for the operation of “Let’s Pass on Love Together” project. In the project, regularly carried out quality development and multimedia classes, teaching left-behind children to obtain teamwork skills and self-esteem; commended by the Academic Affairs Director, with the project earning a broadcast in the local network media 2. When participated in China General Social Survey, led my team to accomplish training and interviewing 200 households four days earlier compared to other 15 teams; reduced the expenditure of research center about ￥5,000 3. Graduated with the honor of Outstanding Graduates 4. Awarded with Yun Tianhua Scholarship (Limited 10 out of over 10000 students) and ranked top 4% in my major

Made weekly visit to the underprivileged high school students in Bryan, Texas to bring them the knowledge of finance, encourage them to go to college and any other knowledge I considered necessary