Nationality: Australian
Address: 36 Hornet Street, Greenfield Park,
New South Wales, Australia, 2176
Telephone:
61+2 9610-5996
Mobile phone: 0409-982-175
Tertiary education
Grade = Second Class Division 1 Honours thesis topic:
- Empirical Australian evidences on Morningstar’s predictability of out-of-sample performance and fund-flows (An e-version of the thesis can be found at http://www.endure75.50megs.com)
- Works involvement:
- Used advanced features in Microsoft Excel 2000 (i.e. Macro, Data statistical analysis functions and Visual Basic) and MATLAB V5.2 to compute 6 performance measures - Jensen's alpha; Treynor Mazuy Alpha; Conditional alpha; Risk adjusted performance(or MM ratio); Sharpe Ratio, and Risk Adjusted Return.
- Conducted complex econometrical analysis to examine
- The relationship between the future Morningstar star rating and the six past performance measures for each fund
- The relationship between the past Moringstar rating and the future fund flow
- The persistence of fund performance in the deciles of the Moringstar rating
- How much percentage does Morningstar rating agency places on the fund's quantitative and qualitative factors, when rating a fund.
Mar 1998 – Nov 1999: Bachelor of Commerce – (Double majors in Accounting and Finance) – Macquarie University
· Grade point average (GPA) = 3.64(on a 4.00-point scale)
Commercial softwares:
Microsoft Word –Advanced; Excel –Advanced; Access –Intermediate; PowerPoint –Advanced
Accounting package:
MYOB – Advanced
Econometric /Statistic packages:
Matlab – Advanced; Shazame – Advanced; Minitab –Advanced; Limdep – Advanced
Programming languages:
Dreamweaver v4 – Intermediate; C++ – Beginner; Java script–Beginner
Typing speed
80 words per minute with 95% accuracy
Foreign languages:
Read, write and speak Chinese – Mandarin and Cantonese; Conversational level in Indonesian Academic awards
Dec 2000 - May 2001: Assistant accountant at Possehl HongKong Precision Machining Ltd
Jul 2000 – Nov 2000: Part-time Tutor at Macquarie University for “Accounting Theory” and “Financial Accounting”
Taught two accounting subjects "Financial accounting theory and practices" and "Fundamental of accounting" to the class of 30 students. Developed presentation and interpersonal skills Designed multimedia based learning approach using PowerPoint to enhance student’s understanding of the topics Solidified understanding of advance issues in Australian Accounting Standard Enhanced problem solving and analytical skills
Jul 1999 – Feb 2000: Research Assistant for Mr Jeffrey Knapp at Macquarie University.
Nov 1997 – Feb 1999: Assistant Accountant, WingLong Pty Ltd. (Part-time, 3 days per week)
Prepared the budgets and analysed the variance Prepared ad-hoc financial reports Implemented principles in Australian Accounting Standard to business problems Managed Accounts Receivable, Accounts Payable and Bank Reconciliation Forecasted the cash flow for the company Prepared monthly profit and loss statement and balance sheet Constructed the company’s chart of accounts and general ledger Initiated and established the job costing and division costing systems on MYOB Advised to the Director about the internal control systems
Sep 1997 – Jul 2000: Sales Assistant, Galaxy World Electronics (Part-time, 1 night per week)
Strengthened customer service and interpersonal skill Enhanced communication skill Improved attention to detail Extracurricular activities
Referees
Professor Graeme L. Harrison
Department of Accounting and Finance
School of Economics & Financial Studies
Macquarie University - Australia
Phone: 61 +2 9850-8515
Email: graeme.harrison@efs.mq.edu.au
Professor Johannes D. Jüttner
College of Commerce
Department of Economic and Financial Studies
Macquarie University
Phone: 61 +2 9850-8481
Email: johannes.juttner@efs.mq.edu.au
Mr. George Ignatiou
Operational Manager
Galaxy World
Phone: 61 +2 9281-4543
Mr. Norman Y. Y. Pang
Assistant Vice President - Operation
Possehl Hong Kong Precision - Machinery Ltd
Mantex Industrial Building, 2/F, 37-43 Sha Tsui Road Tsuen Wan, N.T. Hong Kong
Direct: (852) 2417-5610
Fax: (852) 2687-1962
Email: n_pang@possehl.com.hk
Please click here for inquires