Founder and Managing Partner
Known in global financial circles as The Architect, Peter Chun brings nearly 20 years of International finance expertise to Silverbear. Specializing in corporate restructuring, corporate finance, and M&A, Peter has worked with and represented companies of all sizes and configurations. He also brings listing experience in Korea, Toronto, Hong Kong, Frankfurt, and in the US, as well as experience in the private equity/ pre-IPO arena.
Partner and Head of Syndication & Investment Banking
Charles is a former director of Citibank Hong Kong’s Asia Pacific Regional Processing Centre for loans operation, retired in December 2008 after servicing the bank for over 38 years. Under his leadership, the unit has grown to become a Regional Processing Centre in 2000 with over 20 senior professionals supporting the syndication loan, agency & trust businesses in Australia, Taiwan, Malaysia, Singapore, China, and Hong Kong. He also managed his unit to successfully deal with the 1980’s Philippine Moratorium, the 1997 Financial Turmoil, and the 2007 Financial Crisis, which required tremendous time, effort and experience to protect the interest of Citibank and its clients. Charles started his own career in 2009 by providing professional financial consultant work to listed companies and other private companies. In 2011, he became a partner of Granite Capital Partners Limited which focuses on financial arranging and fund sourcing business for potential clients in the emerging markets.
Partner and Co-Head of Syndication & Investment Banking
Kenneth Lo started his banking career with Citibank Hong Kong in the early 70’s and was a key player of the automation team that had successfully transformed the bank’s current accounts operation from manual to automation within two years. After 8 years working in different banking sectors including Current Accounts, Control & Audit, and Remittance departments with a supervisor title, he resigned from Citibank in 1980. Ken then joined Lark International Limited’s trading arm in Hong Kong, with a management mission to expand its trade business volume, process model, and to build up customers and banking relationship. Under his supervision and with a crew of over 10 senior staffs, he also explored trade business opportunities in China, India, and Africa. With over 28 years in the international trading business and as trade director, he retired in 2007 and established KL International Consultancy Ltd. to start his consultant service for Hong Kong and PRC trading and investment businesses to private and international clients.
Partner and Co-Head of Syndication & Investment Banking
Mr Mak is an experienced banker with 25 years of service in Citigroup Hong Kong with additional 10 years of career in the financial services industry worldwide. He had held various key positions in the consumer and corporate sectors in Citigroup. Mr Mak had moved from Citigroup and immigrated to Canada in the nineties. Later in 2003, he co-founded the private firms in Hong Kong, the Synipo Holdings Limited and the NYGT Group, which provided strategic financial services to personal and corporate clients both local and overseas. Mr Mak separated from the above companies in March 2014 and to pursue further achievements with Silverbear Capital.
Partner and Co-Head of Syndication & Investment Banking
Mr Chow is an long time experienced Citibank banker who has also served in First National Bank of Chicago and Chase Manhattan Bank in various region including New York, Hong Kong and Beijing. Mr Chow process strong investment banking expertise and China trade experience which makes him an unique member in the Silverbear Capital family.
Partner and Co-Head of Media & Investment Banking
An accomplished executive with extensive experience in corporate finance, private equity, hedge fund, acquisitions, capital markets, EB-5 investments, mortgage, real estate, media, production, digital media, film and television. He is an executive with a 25-plus year career as a strategist, operator and brings a unique blend of creative passion and fiduciary diligence to every project. In Entertainment, he developed media funds with former associates like Ronald Shusett Productions (“Alien” and “Minority Report” fame), Tom Sherek former President of Academy of Motion Picture Arts and Sciences and former President of Distribution for Disney and Bill Mechanic (former CEO and President of Fox Films. He specialized in and excelled in all aspects Media and Entertainment, including his time at Aldamisa Entertainment (Chef, Sin City 2 a Dame for a Kill, and Machete Kills) where he served as Chief Investment Officer – CIO, and at American United Media as Consultant to Investment and Acquisition Funds that also provide Equity, Debt, Gap and P & A for the Media sector. In the technology sector, his extensive experience is as an Executive working with product development technology departments at Sony, Intel, IBM, Philips, AMD, Microsoft, Samsung, Toshiba, Siemens, Seagate, and Texas Instruments.
As a former banker and Executive Vice President at Colonial National Bank Corp., he directed 16 Southern California Branches averaging 2 Billion in loan funding per year with his extensive experience of wholesale correspondent lending, retail mortgage lending, operation, and secondary markets. He also was one of the founders of ABS Systems and Newegg.com one of the largest Billion dollar online retailers in North America.
DATO’ SRI DESMOND LIM
has extensive finance, fund management, investor relations and investment knowledge. He is instrumental in the turnkey and financial solutions for all our projects. He is now Founder of World Glove City projects which located in Malaysia, He is also the Vice President of (UTIC) LianXin Holding finance Shenzhen Group, Vice President of China Oversea Holding Group, Director of Virtual Currency Philippine Inc., Malaysia Myfintech Foundation Board of Trustee and CEO for Golden Fortune Shenzhen Inc., a public listed company in Shenzhen, China. Dato’ Sri Desmond Lim has traveled extensively and has access with global fund managers across the board may it be in the US, Europe, China, Hong Kong, Singapore or Kuala Lumpur. Under his portfolio he is responsible for Corporate exercise and Pre IPO implementing the
investing strategy and managing its portfolio trading activities for the best returns to investors and stakeholders. He is sharp and has a calculative mind for analyzing, mitigating risk factors and value-adding investment returns. He has a Fintech Economic master mind and planner. Also Nsav interim CEO.
KEVIN CHARLES BAER
Partner – M&A and Corporate Strategy Advisor
As an experienced M&A advisor, corporate strategy advisor, and entrepreneur, Mr. Baer possesses a unique skill set in that his experience encompasses both the public and private markets. Over the past 29 years of his career, Kevin has advised, sat on boards, and has taken executive roles for startups and early-stage companies across various market sectors. As an advisor, he has been involved in significant business activity, including but not limited to; corporate restructuring, overcoming working capital deficits, RTO’s, professional service placement, and more.
Kevin had advised on many successful transitions with private companies listing on the OTC Markets and listed OTC companies transitioning to the American Stock Exchange, NASDAQ, or NYSE. Additionally, he had held *and, from time to time holds* officer and director positions with private and public companies.
Co-Head of Syndication & Investment Banking
Mr. Choi Tak Yin, Addy, who is Chartered Life Underwriter and Chartered Financial Consultant conferred by The American College, has been working in the insurance industry for almost 30 years with professional designation. Mr. Choi served as Unit Manager, Agency of CIGNA Worldwide Insurance Company from 1989-2000. After that, he served as Team Manager, Agency of Altruist Financial Group Ltd until 2014. Mr. Choi provides his services on risk management and financial planning to various clients at all levels from high net worth individuals to corporate institutes. He is experienced in sales and marketing with extensive clientele and networks. He also has a successful record in recruitment, team building as well as training and sales management. He focuses on providing one stop service, ranging from daily operations, recruitment & training, legal compliance, accounting and auditing to capital raising, shares issuing and initial public offering, mergers and acquisitions, to small and medium-sized enterprises and corporate clients.
Mr. Sze has over 20 years of experience in the investment industry responsible for formulating and implementing investment strategies of different asset classes, managing asset allocation, evaluating investment opportunities, constructing transaction structure. Mr. Sze is serving as executive director at Silverbricks Asset Management Company Limited (“SAMCL”) . Mr. Sze is also a Co-Founder of Nova Vision Acquisition Corporation (“NOVV”) and Consultant to Sponsor of HHG Capital Corporation (“HHGC”), both of them are Nasdaq listed SPAC. Mr. Sze is the director of StockViva, a leading Asia Finance Influencer (aka KOL) platform. Prior to that he was the president, chief executive officer and director of Proficient Alpha Acquisition Corp (PAAC), which was a Nasdaq listed SPAC completed its business combination with Lion Group Holding Limited (LGHL) in June 2020. Prior to that he served as an executive director at Agricultural Bank of China International, an investment banking business flagship of Agricultural Bank of China. Prior to that, he was a senior manager at China Everbright, a China based finance conglomerate with business in banking, securities, insurance, asset investment and direct management. Mr. Sze received an MBA degree from the University of South Australia and a bachelor’s degree in Chemical Engineering from the University of Toronto. Mr. Sze is a Chartered Financial Analyst (“CFA”) Charterholder, Fellow of Institute of Public Accountants and Institute of Financial Accountants.
Partner and Director of Securities Based Financing
Mr. Sweet is an experienced Wall Street trader with an extraordinary background in domestic and international equities, derivatives and currencies.Worked at some of Wall Streets Top firm. Highly knowledgeable of European, Asian, Japanese, Latin American and Australian markets.Guest Lecturer at the University of Notre Dame on the value of global portfolio diversification. Mr Sweet served previously with Salomon Brothers. Morgan Stanley, Bank of America and Cantor Fitzgerald.
Stephen has over 35 years Real Estate and Infrastructure Investment expertise. Specialized construct portfolio and asset Management directing corporate to develop strategy in acquisitions and raising capital. Stephen serves as a Chairman at 3TI Progetti Asia, a merger between 3TI Progetti (Italy) and Campbell Shillinglaw and Partners (HK), specialized design in Architectural and Project management consultancy, Engineering for infrastructure and construction in Hong Kong, China in the early 90’s, in 1995 has expanded to Vietnam, Cambodia, Laos, Malaysia and Myanmar. This will bring domestic experience in the markets of Indochina and South East Asia.
Graduated from Valley Forge Military Academy and received his Master of Science from Cambridge College in Boston. Felipe started his financial career as Co-Founder of Sterling Securities Inc., a registered SEC hedge fund broker-dealer in 1997. In 1998 he moves to Madrid, Spain to apply his financial savvy and co-founds Eurolink S.A., a financial technology company specializing in institutional electronic equity order flows across international exchanges. Eurolink becomes a leader in FIX protocol and it is acquired by NYFIX Inc., in 2000. At this time, the company was routing over one billion shares to multiple destinations within the financial electronic exchange world wide. Mr. Cano now serves as an Executive Chairman of Olidata Smart Cities LLC, a market-maker platform which uses nano-grids and microgrids as the underlying strategy to deploy the Internet of Things Protocol of the future. The partnership between Silverbear Capital and Felipe Cano is based on capturing M&A opportunities and equity investment which increases value to the IoT and Smart City industries, which will reach 11 Trillion dollars within the next decade. Felipe is based in San Francisco, California and travels extensively to Europe and Asia, cross pollinizing business opportunities.
Senior Partner – Investment Banking
With over 35 years of experience of banking experience and he is one of the most preeminent traders in the world. He is sought after for commentary and advice on the Markets on nearly a daily basis. Mr. Valdes’s Wallstreet experiences, resources and relationships formed a solid backbone to Silverbear and Silverbear’s clients for years to come.
Senior Partner – Investment Banking
With over 25 years of experience, Mr. Riley is an internationally recognized Business Development Executive with an impressive track record of forging strategic partnerships, completing M&A transactions, and structuring large scale outsourcing arrangements between the Fortune 500 & service providers in India, China, South America, and Europe. Mr. Riley’s expertise is in assisting companies to capitalize on innovating technologies by expanding globally. Mr. Riley was one the first 100 employees at Yahoo! Enterprise Solutions, which took Yahoo’s technology to Corporate America, he was also on the forefront of creating large-scale procurement & logistics portals for Commerce One. From an investment perspective, he assisted the Hong Kong government in creating an international investment platform as well as founding zero2OTC in Hong Kong to facilitate IPOs of main land China companies in the US. Combining leading edge technology with outsourcing services has been a key to his success. He has held leadership positions with global offshore outsourcing providers such NEC, EXL, & Allsec, as well as, leadership positions with US providers such as IBM, EDS, & CSC. As a consultant, Mr. Riley has worked with most of the major providers including as CPI, TCS, and Infosys.
Mr. Huang has more than 20 years of experience in auditing, due diligence, risk management, accounting and financial advisory, and transaction advisory including merger and acquisition, servicing publicly traded and privately held clients with an emphasis on growth-type companies. He offers extensive experience and specialized expertise in real estate development, retail and consumer products, manufacturing and distribution, technology, and services industries. Prior to joining Silverbear Capital Inc., Mr. Huang served as a partner at BDO China Shu Lun Pan Certified Public Accountants and a director at BDO USA, LLP. Mr. Huang holds a Master of Business Administration degree in Finance from Graziadio School of Business and Management, Pepperdine University. He is also a Certified Public Accountant in the United States.
LON LLOYD FAIRBROOK
Lonnie Loyd Fairbrook as Director of Client Development provides project oversight in the registration, design, funding, operation and full service administration of a multi-jurisdiction tax compliant foreign occupational retirement plan that is government regulated, Foreign Account Tax Compliance Act registered and, Internal Revenue Service tax code, Double Tax Agreement and Tax Information Exchange Agreement recognized. The firm runs about 1,000 regulated retirement plans for many nationalities that are pension law recognized in common, civil and sharia law countries and is a member of the International Organization of Pension Supervisors. The administration group’s hallmark has been a multi-national tax deferred pension law mechanism and asset protected solution that provides superior investment choice, liquidity, and flexibility with respect to the timing of benefits. Today the group administers more than $2.5 billion of deferred and incentive compensation. Lon is also the founding member of Fairbrook Alliance a network of lawyers, tax consultants, and other financial service professionals whose mission is to expand and promote international retirement planning as an advisory niche. Members are at the forefront regarding international tax compliance, disclosure and financial transparency for cross-border retirement planning and have achieved specialist knowledge to meet the critical retirement planning solutions needed by multinational companies to integrate mobility and talent while providing their employees a cohesive benefit plan to afford retirement.
Mr. Bhandari has established a variety of successful business operations in Australia, India, Nepal and Papua New Guinea. Mr. Bhandari graduated with a Bachelor Degree in Information Technology from Central Queensland University in 2003. He has 20 years’ business experience and has been highly instrumental in setting up and implementing major projects associated with gold, coal-mining, dairy machinery, manufacturing units and mega Hydro projects. Mr Bhandari is also involved in solar energy, highways tunnel projects and high-rise apartments and multiplex. Mr Bhandari has ongoing business commitments and a proven track record of esteemed ownership and management in the private education and training sectors in Australia, India, Nepal and Papua New Guinea. Mr. Bhandari is Honorary Consulate General of Papua New Guinea in Nepal, therefore giving Silverbear a strong coverage in this fast growing region.
Mr Cantong is experienced in Brand Management and Marketing Communications, Social Media and Web Marketing applied to mobile applications, Mr. Cantong is Bilingual and culturally diverse. In addition, he has developed strategic alliances between potential partnerships, investments and content projects. Mr. Cantong provides marketing, public relations and business development to start-up and small cap companies, both domestically and internationally.
Mr. Myden is experienced with Small Cap companies seeking to raise capital through debt, structured funding, investment capital and mergers & acquisitions. In addition investment banking, Mr Myden works with Major Motion Pictures companies to formulating strategic alliances, business development, product placement, public relations, and advertising in upcoming film releases. Mr. Myden continues to seek the next upcoming blockbuster and he is known for his strong experiences in the entertainment and media industries.
J. Ferrara has an established and highly successful managerial record of accomplishment in the high technology field and business based on his ability to creatively apply cutting-edge technologies to the on-going development of both traditional and “new economy” business models. A performance driven executive, he is widely recognized for his talents as both a strategic visionary and day-to-day manager. His corporate achievements reflect an ability to successfully apply strategic planning, operations, integration and tactical execution in the areas of manufacturing, engineering, sales and marketing, distribution, finance, and mergers and acquisitions. An excellent team builder, he’s been able to attract top talent, which he attributes to the success of any business.
Sought after for his expertise and experience in the high technology areas, healthcare and infrastructure, Mr. Ferrara has played an instrumental role as a director and advisor to companies ranging from start-ups to established industry leaders. Most importantly, he is recognized as a strategic planner and tactical manager with a proven ability to promote significant and sustainable top- and bottom-line growth. Education: B.A. Economics
Mr. Abib is experienced in capital raising, business turnarounds and facilitating investor relations strategy using efficient road show techniques. Mr Abib has raised capital, advised and managed consulting services to small cap companies as well as privately held companies in major countries such as China, U.A.E, South Korea, Holland and USA.
GRAHAM A. BROWN
After service in the Royal Navy, Graham was recruited by JP Morgan, London, where he worked on a range of global projects. Initially being involved in developing the bank’s technology base and facilities, subsequently he led a number of global projects that consolidated the bank’s business services and supporting technologies. Finally he moved on to be responsible for the defining, developing, implementing, and marketing product and services for Corporate Treasurers and Fund Managers. As part of his work he transferred, via New York, to Paris.
Graham also completed the first fully part time MBA offered in England, by the City University Business School (now called CAAS), in Banking and Finance during this period. With the take-over of JP Morgan by Chase bank in 2001, Graham left the bank and started freelance consulting and teaching finance oriented MBA courses. He served for a period as the interim COO of a high tech start up in Geneva and on returning to Paris he developed, designed, delivered and ran an Entrepreneurship based Incubator and Masters programme for the American Business School, Paris.
In parallel he developed a number of courses for visiting and exchange students explaining the functioning of the European Union, particularly its financial markets, and the cultural challenges of working within it. He also served for a period as Chairman of the Board of governors of an NGO assisting micro and mini businesses in Africa whilst he restructured the board and operations. He continues as a volunteer.
Ms Yang has initiated and facilitated the closing of numerous cross border transactions among ultra high net worth Chinese and U.S. counterparties in the media, technology and real estate sectors. Transactions have included joint ventures, M&A, early and late stage investments, licensing, distribution and real estate development for public, private and government related firms. In addition to working with Joysea Capital Advisors, Ms. Yang originates cross border transactions involving Chinese companies and investors for Credit Suisse Investment Banking’s Emerging Markets Group. After receiving her Masters degrees, Ms. Yang joined Credit Suisse Investment Banking as a senior analyst. She left Credit Suisse to join UBS as an associate director, responsible for controlling market risk for the flow credit trading desk. She then joined Deutsche Bank’s Investment Banking division. Ms. Yang left Deutsche Bank when she was elected a partner of Beryl Consulting Group, a hedge fund consulting group based near New York City. Ms. Yang holds two masters degrees in engineering, one from the University of Wisconsin Madison and the other from the China Institute of Water Resources and Hydropower Research. She also holds a quantitative finance degree from the University of Wisconsin Madison.
MC has more than 20 years of experience in IT and Real Estate industry. He served in different Senior Positions in multiple MNCs and has co-listed his company that specialized in the Real Estate investment. His area of Real Estate Investment expertise covers Asia and Europe. His expertise covers the fund management and sourcing, project management and sales distribution.
Ms. Chen brings outstanding experience in Enterprise Business Development and Market Partner Alliances, with a high degree of success in driving revenue for HP and Microsoft over 13 years. She continues to build strategic business relationships with an impressive list of influential executives from prominent companies in Taiwan and the Asia market across multiple industries as a global consultant. She specializes in identifying companies with unique technologies to access capital and create technology & marketing partnerships to achieve high growth and geographic expansion into new markets. Current clients include a large online E commerce website, Mobile Applications Company, interactive TV Company, Media (Movie) Firm, and a Gaming company. Continuously self-learning and has earned a PHD and two Master degrees for Financial Management and Computer Sciences. She is also a Principal of a Science and Technology Association focused on the collaboration between academia and industry initiatives in China.
Sherry brings 15+ year of multinational corporate experience to Silverbear Capital, Inc. She spent the last seven years in China, building her international experience and business network. Her area of expertise are: Negotiation, Business Analytics & Insight, Strategic Planning, Business Development, and Start-Ups. The lineup of Fortune 500 companies that Sherry has consulted for and held leadership position in includes: Cadbury Schweppes, PepsiCo, SABMiller, Tesco, and 4 A-Advertising/Media Conglomerates, such as WPP and Omnicom. In 2002, Sherry was invited to serve on the Advisory Board of a Wholly Owned Foreign Subsidiary (WOFE); utilizing her rich business and management experience to help steer the company into the right direction. Working on the Advisory Board provides Sherry with insight and knowledge on corporate financial operation. Sherry quickly developed a deep affinity for Corporate Finance and joined Silverbear Capital, Inc. Sherry Hsu is originally from Texas. Southern Methodist University in Dallas is her Alma Mater. She received two business degrees and a minor: Marketing, Organizational Behavior in Business Policy, and Economics. She later went on to University of Dallas for an MBA in International Business.
Partner – Investment Banking
Mr Chance served with four Fortune 100 Companies over the past 30 years in management and upper management positions, which includes Johnson Controls, Siemens, Honeywell, and Fisher Controls International. Mr Chance has extensive experience in directing corporate activities and mergers, acquisitions, leveraged buyouts and raising capital. With this experience, he is well positioned to assist private and public companies from the ground up for financing and operational direction.
Partner – Investment Banking
Mr. Wai graduated from Macquarie University, Sydney NSW with a degree in Bachelor of Commerce. Mr. Wai processes strategic partner relationship with China Railway Resource Group in a mining development in Kazakhstan and will continue to work closely with China Railway Resource Group with future projects. Mr. Wai has vast experienced in EPC construction, solar and other energy projects in many territories. Mr. Wai also holds position of directorship for Luk Fook Jewelry in China. Luk Fook Jewelry is one of the largest jewelry retailers in both Hong Kong and China. His expertise will bring Silverbear of great value in the coming years.
Partner – Investment Banking
Mr. Sego has served as Independent Director and Secretary of NAS since April 2013. Mr. Sego is co-founder and the Managing Director for Intrinsic Value Capital Management, LLC, “IVCM”, a value investment management group. Sean held 11 years in management positions within the financial services industry including Olde Discount, HRBFA, and Ameriprise. Sean also has 10 years of experience in safety, operations, and human relations management in the petro-chemical, construction, and manufacturing industries. He graduated from Indiana State University with Bachelor’s degree in business management in 1993.
Partner – Investment Banking
Mr. Leventis is a finance executive with diverse hands-on financial management experience with industrial companies. He began his career with Elf Aquitaine, the world’s fourth largest oil company, as a finance executive in France and the US. In 1987 he joined Killam Associates as Vice President of Corporate Development, where he was instrumental in growing the company from $11MM to $44MM in eight years. In 1995 he joined Flexpaq Corporation, a $50MM packaging enterprise, as Vice President of Finance and Administration. There he was responsible for accounting, treasury, financial planning, and acquisitions, reporting to the President. Since 2001he has been involved in M&A activities. Mr. Leventis’ experience lies in analyzing, structuring, and providing strategic leadership in the acquisition and/or sale of middle market companies, divisions and subsidiaries. He has been involved in transactions from a wide variety of industries around the globe, including Travel & Tourism, IT, Telecommunications, Accounting, Specialty Chemicals, Merchandising, Engineering,Automation. Mr. Leventis holds an MA in Civil Engineering and an MBA from the University of Paris.
Partner – Investment Banking
Lyon has over 25 years of financial and Investment banking experience and has spent the last 16 years living in South East Asia. With a Background in High-Tech, Tele-communications, Entertainment, Energy, Mining, Environmental, Hospitality, Healthcare, Consumer Products, Real Estate Development, Bio-Science and Logistics/Transportation, he has successfully structured and completed numerous financial transactions for companies, both private and public. He has managed and advised on a variety of mergers and acquisitions transactions, including both seller and buyer representations. He is also Managing Director of an International corporate communications firm focused on serving client companies based in China, South East Asia, Europe and America. He serves on The Board of Directors for a ‘Non Profit’ Environmental Foundation, and also, as a Founding Director for a Non-Government Organization (NGO), focused on humanitarian activities. He has been a Delegate to the Asian Development Bank (ADB) Clean Energy Forum for 8 years.
Partner – Investment Banking [Natural Resources]
Mr. Marsden graduated from the University of Ottawa in 1993 with a degree in Economics. For 20 years Mr. Marsden has been involved in over $100 million dollars of resource flow-through financings for various mining, oil and gas companies both privately and in the capital markets.
RAY LEI (Lei Kai Zhong)
Partner – China Capital Markets
Ray has managed many companies in China across several industries, and is know for his unique management operations approach. In recent years Ray has changed his focus towards Investment Banking, and has led and participated in a number of domestic enterprises overseas, and capital markets listing of services. He is a valuable team member of the Silverbear team bringing his domestic enterprises experience, mergers and acquisitions, and financing expertise for China Markets companies
TOM YANG QIGUANG
Partner – China Capital Markets
Tom is a practicing attorney in China and is currently a Shenzhen Branch Partner of Dacheng Law Firm, as well as a member of All China Lawyers Association. I addition to practicing law, Tom also specializes in construction project and real estate financing as well as syndicated lending. In recent years Tom has also begun to focus on financing and reorganization of listed companies in the public market arena.
Partner – China Equity Markets
Ms Zhang graduated with a Master Degree from the Management College of Harbin Institute of Technology in 1993. In 1997, Ms Zhang worked with Department of Public Offering Supervision, China Securities Regulatory Commission, primarily responsible for reviewing the application documents submitted by the companies for their A shares listing in China. During the period from 1998 to 2007, Ms Zhang was appointed as deputy general manager or general manager of investment banking department in several well-known securities companies in China such as CITIC Securities Company Limited, where she is in charge of the sponsor works for A Shares listing of Chinese Domestic Enterprises. During 2011 to 2012, Queenie was also appointed as Vice President and Associate Director of Sun Hung Kai International Limited and Chief Representative of Beijing representative office of Sun Hung Kai Limited. Queenie in 2012 had also acted as the CEO of a Hong Kong main board listed JF household Furnishings Limited (Ticker code: 0776.hk). Queenie’s significant China and Hong Kong financial experience had add great value to the Silverbear Team.
ANDY AU YEUNG
Associate Director – China Market
Andy has invested and managed many companies in Hong Kong and China across several industries. For 14 years, Andy focused mainly on project management and project financing , and has led many companies to success with utilizing his domestic enterprises experience, mergers and acquisitions skills, and financing expertise for China Markets.
Having graduated from Mannheim University, Germany in Business administration, International management, Organization and Physical Technology, Martin comes with over 20 years of international experience in start-up, turnaround management and a specialization in custom solutions for private clients. His core sectors of expertise are estate, residency and citizenship planning and providing the advise, the tools and the solutions to protect clients interests in an effective, personal and discreet manner.
Edgar brings 11 years of experience in portfolio management, investment banking, and commercial real estate credit analysis. He has made several strategic acquisitions in 2008 post financial crisis in energy, pharmaceutical and technology sectors, which catapulted his notoriety to new heights. Some of his deals include a financing of $17 million working capital to Six Flags post BK in a syndication deal and facilitating a $80 million lease to Consol Energy for cranes, a $5 million loan extension for Martin Luther King hospital in Los Angeles, as well as a $6.5 million bridge loan to Wendy’s. Although the success was sought in investment banking, his passion remains in trading equities and derivatives hedging. While in pursuit of a CFA, Mr. Ambartsoumian currently holds a BBA from University of Texas at San Antonio with a concentration in Finance and Accounting.
Partner – South East Asia Equity Markets
Ruzaini is a former personal banker with DBS and corporate banker with Citibank, he learn his trades in corporate finance and investment banking with Gemini Credit Capital, a boutique investment bank based in Dubai. He specializes in corporate restructuring, capital raising, IPO management and financial services for micro-cap and small-cap companies in Asia. Ruzaini graduated with BBA in Business Management from University of Newcastle, Australia.
Partner – China Business Development
Formally educated and trained as a coastal environmental scientist, Jason Wong has over eight years extensive experience of Investor relations, cooperate communications and listing consultation. Jason is strong in presentation delivery, project management and business negotiation. He has comprehensive knowledge of US, Hong Kong, and Singapore listing. He is also knowledgeable in placement, M&A and public offerings in the US capital markets.
Chris Simpson has 20 years of experience in corporate finance and business development, with a penchant for the Australian, Chinese, and Hong Kong markets. In addition to being a member of the Silverbear team, Chris also leads Platinum Concepts Asia, a business platform to explore various business opportunities, currently engaged in a number of projects including European distressed properties, Iron Ore and Titanium mining, Solar Farm Funding and Development Clean Energy Technologies and Micro Gas Turbine technology. When Chris is not immersed in a business deal he enjoys rugby, and golf, and for the last five years has served as Captain of the Wednesday Afternoon Golf Society (WAGS) in Hong Kong, a 20 year old charitible golf society that has a raised a considerable amout of donations to several Hong Kong community origanizations.
Mr Fiumano specializes in selling clients performing and non-performing assets including charged-off debt in all consumer finance industries. With an extensive networks of investment firms and “Debt buyers” in the US and the UK, Streamline serves many of the largest financial institutions such as JP Morgan Chase, Citibank, GE Consumer Finance, Barclays, Nissan Motor Acceptance, Santander Consumer Finance-USA, Verizon, Verizon Wireless, Alltel, AT&T Wireless, & US Cellular.
Mr. Gullickson brings over 18 years of financial, marketing, and negotiating experience to Silverbear Capital. Formerly a member of the United States Marine Corps, Mr. Gullickson completed his active duty and was honorably discharged, moving on to Los Angeles City College and completed his B.A. in Business at the University of Maryland. Mr. Gullickson began his financial career working for Strauch & Associates, a real estate firm specializing in the commercial real estate sector and the mortgage banking business. He has worked with both onshore and offshore financial institutions and has traveled extensively in Asia and Europe. In his career, Mr. Gullickson has closed hundreds of stock loan transactions, and has worked closely with Mr. Chun in setting up securities transactions and introducing investors to the Hong Kong financial market.
Ms Victorio holds a Bachelor’s Degree in Economics from the Ateneo de Manila University in the Philippines and a Master of Accounting Degree from the University of Southern California in Los Angeles. She obtained her CPA license in 2009 immediately after graduating and practiced with KPMG in New York City as an auditor as well as a business valuation analyst, primarily focusing on private equity and real estate clients. Upon deciding to relocate to Asia in 2011, Krista co-founded The Natural Shelf, an herbal supplement company, satchmi.com, an online retail boutique and dsgnlb.com, a creative media company. Krista is currently involved in marketing, investment management, and business development for various clients.
Ms. Yuan holds a Master of Accounting degree from the University of Southern California and a dual bachelor’s degree in Economics and East Asian Studies from Rutgers University in the United States. She started her career by practicing audit and advisory services with PricewaterhouseCoopers in New York. Over the recent years, she heads a financial advisory firm that specializes in asset management, project financing, private equity and business development. Her team successfully provided services for various corporate and individual clients, including the 60th Miss World, Sun&Sun Group, Shenzhen In-long Group and Royal Gold Group.
Graduated from University of California San Diego with Bachelor of Science in Biochemistry. Previously worked in logistics at family business in US. Has maintained extensive contacts with Asia and Asian Film Industry thru his previous contacts, especially focusing on the Bollywood Film Industry in India. Has been in merchant banking for over 25 years and has helped small to medium size companies gain access to capital and helped them to list on various exchanges.. Focuses primarily on technology,infrastructure, startups and manufacturing companies in US, Asia, Middle East and Europe.
Associate Director – Business Development
George Au has extensive experience in counseling and directing corporate mergers, acquisitions, restructurings, leveraged buyouts, raising capital, and investing. He is responsible for directing projects and providing financial advisory services to the companies that make up the investment banking client base for Silvebear Group include M&A advisory, lender communications, valuation, and raising capital. Mr. Au graduated with a MBA degree from Pace University Wall Street New York in 1996.
Partner -China Business Development
Juliana has over 20 years of financial experience, carrying the following credentials and qualifications: IFP, CPB, SRN, SCM. Her experience and qualifications are tantamount ot the level of consulting expertise offered to our personal and corporate clients in their assets management.
Mr. Ward has over 20 years of international business experience in Columbia, Australia, USA, Turkey, and Mainland China. Mr Ward specializes in assisting manufacturing, retail, and O&G companies streamline their supply chain operations. For the past 8 years, Mr Ward’s main focus today is to assist USA companies entering the China market by providing on site services, manufacturing and distribution set-up, as well as, project financing. The 8 years of China experience that Mr Ward brings to Silverbear Capital expands the firms capability of serving global markets. Mr Ward is a graduate for the University of Texas, Business Administration.
Board of Advisor
Mr. Yeung has over 25 years of investment banking experience and is well versed in IPOs, M&As (encompassing friendly, hostile and cross-border deals), bond issues (Yankee, Samurai, ECBs and Pre-IPO CBs) and financial advisory work. Mr. Yeung has been involved in more than 60 IPOs in Hong Kong which include mostly H Shares, Red Chips, B Shares and Hong Kong companies. For example, Mr. Yeung was involved in one of the largest issues of B Shares in Shenzhen and Shanghai, as well as the first dual listing in Singapore and Hong Kong. He has vast experience in the cross broader listings in Hong Kong, New York and London (Datang International Power Generation H, N, L shares).
Mr. Yeung started his investment banking career in 1986 and has worked in the following investment banks including China Merchant Securities as Managing Director: Samuel Montagu (wholly owned subsidiary of Midland Bank), Bankers Trust, Nomura Securities, NatWest Securities, Standard Chartered Asia, Santander Investment, JS Cresvale, and Taiwan Securities. Mr. Yeung graduated from the University of Hong Kong and holds a bachelor’s degree in Social Sciences.
Mr. Moser has extensive global asset management sales/marketing experience with Asia specialization, as well as a proven capital raiser across the alternative asset space through varied market cycles: Private Equity, Real Estate, and Hedge Funds, and FoFs strategies. Mr. Moser had also held position in Alliance Capital Management, AIG International Asset Management, and Blackstone Group.
ANDY W.M. SO
Partner – MENA, AFRICA, SOUTH AMERICA and EUROPE – Business Development
Andy has graduated with Bachelor degree of science in business administration from Bulacan State University and awarded Executive Diploma in Financial Planning and Registered Financial Adviser by HKMA and holds a certificate of China Certified Financial Planner by PRC. Being 30 years’ international business experiences, Andy has been working throughout ASIA, MENA, SOUTH AMERICA and EUROPE region. Last 10 years, Andy often worked with top insurance and financial instrument business, especially a remarkable in bank instruments business for international market. Constantly contributing my unique experiences for individual financial planning, valuable financial vehicle to potential clients as tailor made for all kind of projects such as commodities, infrastructure construction and mining investment management. Already making good deals of all kind mining, metallurgy, commodities, oil & gas, construction projects in country of Egypt, Qatar, Libya, South Africa, Mozambique, Zambia, Suriname, Spain and Italy. Since 2016, Andy was invited to join into Silverbear Capital Inc & SBC Financial Group (family) for strategic partner in order to carry on the best achievements in all financial market for development to advise, structure, and execute solutions that give our potential clients an edge in the market place and achieve mutual benefit for financial goal.
He has over 20 years of experience in corporate finance and investment with an extraordinary practical background built through working assenior executive in top regional and multinational firms; he built a unique experience on regional and international corporate finance, investment,restructuring, business&financial advisory, and transactions advisory including merger and acquisition. Highly knowledgeable of Gulf Region, Middle East, Levant, and African market. He has a strong relationship with government and related subsidiaries and organizations, as well as with private sector corporates across various industries.
Mr. Juan Ramada is known globally for his successful record of accomplishments in structuring and closing international deals. His extensive international experience comes from his impressive personal, academic, and professional background. After a flourishing career through government, banking, and the private sector, which included some big names like Banque Privée Edmond de Rothschild, Citibank, and the Inter-American Development Bank, he decided to open his own firm back in 2011. He is Managing Partner of Pinef Consulting, an international boutique consulting firm specialized in business strategy and internationalization.
Born in Uruguay, raised in Switzerland, and educated in several countries (including USA, Germany, Spain, and Brazil), Juan has outstanding communication skills and is fluent in six languages. He studied finance in Germany, holds a Master´s Degree in Internationalization from UB, and an Executive Degree in Global Business from Harvard Business School. High-energy, hands-on professional, with a thorough knowledge of globalization, and a clear vision to structure effective business solutions, he has proven track-record of structuring international deals worth billions of dollars.
Specialties: Global Transaction Strategies, International Business Structuring, Financial Advisory, Latin America, Europe.
Carl has a strong background with brand management, social media, marketing and is very knowledgeable in the entertainment and movie industry, His expertise brings the firm a very strong perspective to leverage his expertise to situations whereby communication and public relations are a crucial component to success.
Carl specializes as a marketing consultant that determines what business you’re in and the key message(s) that you want to get out to potential partners. He identifies, develops and implements a communication plan for your target audience(s) for funding within he direct database of contacts. He works with you to determine how to measure the best successful partnerships.
Enkhtaivan operate Silverbear Capital Mongolia and is also the CEO of Causal Finance (HK) Limited, Chairman of the Board of the Gobi Coal Network LLC in Mongolia, supporting and building up logistic grid system in Southern Mongolia, raising capitals for Mongolia based agricultural, mining, infrastructure projects. He has considerable experience in the finance industry which includes several years at CF(HK) limited, raising investment for projects, where he served on a number of roles. Blockchain entrepreneur, AI and IoT enthusiast, IEO adviser and Co Founder of the OBORTECH for One Belt One Road Initiative. Mr. ENKHTAIVAN graduated from the University of Labor, Mongolia with a bachelor degree of Economics. He also holds a Certificate of Finance from the Coventry City College, UK, and BSc, MBA of the London College of Economics.
Partner – Media and Entertainment
Dany is a well known entrepreneur known for creating successful businesses ranging from construction renovation to Endurance Reality competitions. Dany created Wooo Productions Inc. as a platform to showcase his endurance events and his originally created TV brands. Wooo Productions evolved into producing feature films, television series and Wooo Comics in early 2020. Dany has developed multiple projects and has a proven track record as an Executive Producer on Hammer Down, Coral Quest, and many in-house projects. He has forged a partnership with Elbow Grease Pictures, with a first-look deal with Warner Brothers.
Adrian has more than 30 years of international working experience in Corporate Finance, Investment Advisory / Management, Corporate Strategy and Financial Management within the Real Estate, TMT, Power Generation and Investment Banking sectors. He was on the Board of Directors of more than 30 companies and advised more than 12 start-ups through their conceptualisation, start-up stages and fund raising journeys. He holds an MBA in Finance from the University of Manchester, a Fellow member of The Association of Chartered Certified Accountants in the United Kingdom (“ACCA”), a Chartered Accountant with The Malaysian Institute of Accountants (“MIA”) and a member of The Institute of Corporate Directors Malaysia.
Partner – Oil & Gas, Energy & Infrastructure
Remesh, based in Kuala Lumpur, Malaysia, brings over 20 years of oil & gas asset development experience with a Fortune 500 company, Baker Hughes Inc, a GE Company. He led asset development projects in Asia, Middle East and Latin America region for major clients such as ExxonMobil, Shell, Equinor (formerly known as Statoil), Saudi Aramco, Qatar Petroleum. He currently serves as a senior management member of Empro Oils Pte Ltd, trading arm of Emperor Petroleum, a Malaysian-based downstream firm, with vested interests in fuel and lubricant trading, fuel storage terminals, power plants, pipelines and refineries. He assesses potential targets for leveraged buyouts, distressed asset acquisition and reverse takeover. He holds a BSc First Class Honours degree in Applied Geology at University Malaya (Malaysia); an MSc Petroleum Geoscience, University Brunei Darussalam (Brunei) and an MBA from University of Oxford (UK)
Partner – Venture Technology
Mr. Nichols is a seasoned executive with over 25 years of leadership experience. He has managed companies and provided innovative ideas and solutions to various industries, including, portfolio fund management, resource financing, healthcare/tele health, film/television production, blockchain/decentralized finance, and trusted computing and Internet security where he was responsible for the development of advanced security initiatives. Mr. Nichols is an accomplished technologist and project manager with varied and extensive management and operational experience at senior executive levels. He has served as a consultant to various companies that outsource specific project undertakings. Mr. Nichols has developed and managed industry relationships with major corporations, including HP (EDS), Lockheed Martin, Aerospace Corporation, Oracle/Sun Microsystems, Verizon, Cisco, Lucent, Dell EMC, Motorola, and many others. Over the past 20 years he has led and been a member of the board of several listed companies in the US and Australia. Mr. Nichols is also Executive Vice President of Quantum AI Investment, an active manager of portfolios composed of growth equities with a long-term outlook.
DR THOMAS RIELGER
Dr. Riegler is also a Partner at taskforce-management on demand, Sustainable Growth Associates and works for PWC Austria.
Thomas is a well-known expert for M&A transactions, DD and investment processes. He was leading many international M&A deals and Corporate Spin-offs. In addition, he is a proven specialist in crisis management and restructuring as well as strategic and sustainable company transformation.
He draws upon more than 25 years of valuable experience in leading management position in the industry as CxO with international listed enterprises as well as with mid-sized and family or PE owned companies worldwide.
All across the world, Thomas assumes executive management and directorial responsibilities (as CEO, CFO, CRO or COO) to help guide corporations and midsized companies through periods of radical change, reorientation, or even crisis; whatever the situation is, his talent for identifying and implementing suitable plans of action make him a reliable, successful and enduring leader.
He was serving as Executive Board Member at Chrysler Corporation, Daimler Group companies in Argentina, Brazil and Belgium, Centrotherm Phovoltaics AG, Lenzing AG, Kontron AG, Webasto AG and Leica Camera AG. In recent years, he accompanied successfully different DAX companies through their transformation journey.
Thomas is very well connected in the Financial Sector and with banks. Moreover, he has many contacts in the start-up and scale up ecosystem as well as Private Equity Companies and Entrepreneurs.
His industry fields of expertise include automotive, engineered products, clean-tech and Renewable energies, IT, Chemicals, Textile and Pulp and Paper.
Partner – Digital Asset
With a proven track record of spearheading strategic development of new revenue streams, devising new business models, and growing market-entry organizations for Fortune Global 50 companies, Tyrone brings over 20 years P&L management experience from the ICT, Payments, and TMT sectors for companies such as NTT, Atos, and Schlumberger. Tyrone is a serial entrepreneur, early bitcoin adopter, and blockchain enthusiast with successful Fintech and crypto/blockchain projects, and is also a former special ops Military aviator. Tyrone holds an MBA in international business from Thunderbird in Arizona USA.
Partner – Technology
Stanley has over 30 years of senior corporate management experience. Stanley earned his Bachelor of Applied Science from the University of Toronto. After 10 years of senior technical and management roles at IBM research lab and SUN Microsystems, Stanley co-founded TrekLogic Inc. / Brianhunter Inc. (Listed on the Toronto Stock Exchange), successfully transformed the company into one of the major IT service providers in Canadaby deploying a series of M&A and consolidation strategy. In 2007, Stanley expanded his vertical expertise into the online game arena, served as COO at G4Box Inc., a top online game publishing company, focused on global publishing operation. In the recent years, Stanley provides corporate restructure and management services to companies in North America and China.
Experienced entrepreneur with extensive knowledge in global financial and wealth management industry. Mr. Je has established the SFC licensed investment banks and international wealth management companies for global family offices, institutional investors & retail clients. He has ample knowledge on digital asset management and created the latest FinTech and unique financial portfolio with high investment yield. Mr. Je is also an advocate to the blockchain industry and cryptocurrencies.
Mr. Je is also the Director General of Hong Kong Node of World Blockchain Organisation and Co-Chairman of Hong Kong Blockchain Association. The effort has been highly placed in digital transformation in Hong Kong and Asia and the Pacific. With Mr. Je and the team, HKIBFA was nominated as the first organization with honor of Corporate Partner by The International Institute of Management, IIM, in the blockchain industry, which serves the highest recognition to the professionalism in the market and community.
With over 25 years in global financial management, Mr. Je also served as Managing Director of Infinity Special Situations Fund, and multiple Fortune 500 global corporates as senior executives such as E. I. du Pont de Nemours and Company, Huntsman Corp and Hyosung Corp.. Mr. Je has also been experienced in merging and acquisitions with professional teams of 300 associates, across the industries including industrial chemicals, functional fibers, plastics, automobiles, aviation, textiles and garments.
Mr. Ma has obtained his Bachelor degree from the University of Strathclyde in United Kingdom. He has been working as corporate management in various fields for over 10 years. He has expertise in managing international trading, manufacturing and hospitality corporations. Mr. Ma specializing in M&A and restructuring work, as well as decentralized finance projects.
Mr. Au has over ten years of experience in the financial service industry. He is currently the independent non-executive director of IAG Holdings Limited. Mr. Au started his career at White Pacific Securities, Inc. as a stock broker from April 2008 to May 2009 and as a registered investment adviser at Mandarin Pacific Asset Management, LLC from May 2008 to May 2009. He then worked at Wells Fargo Investments, LLC as a broker and investment adviser from February 2010 to January 2011. From January 2011 to June 2013, Mr. Au was a broker and investment adviser at Wells Fargo Advisors, LLC. From December 2015 to March 2016, Mr. Au worked at Tyee Capital Group as an associate. Mr. Au then worked at Mergermarket Group as an analyst from July 2016 to October 2016. From May 2017 to June 2017, Mr. Au was a representative at Platinum Broking Company Limited. From September 2018 to April 2019, Mr. Au worked at Apex Property Consultant Limited as a business development consultant. From April 2019 to January 2021, Mr. Au worked at Honour Wisdom International Holdings Limited as a general manager and Evershine Group Holdings Limited from January 2021 to June 2021 as an executive director. Mr. Au is currently the partner of Silver Bear Capital.
Mr. Au obtained a degree of Bachelor of Science in Business Administration from the University of Arizona in the United States in August 2007 and a degree of Master of Business Administration from Kelley School of Business, Indiana University in the United States in May 2015.
Mr. Yip has more than 40 years experience in financial business operation, and mainly responsible for consulting, investment and financial market strategy planning. He was previously worked as treasurer and manager in various banks and investment firms. Mr. Yip is expertise at foreign exchange and gold trading, stock and bond trading, private banking and fund management, project and corporate financing, etc. From 1992 to 1994, he was a columnist at the financial section of the Overseas Chinese Daily Hong Kong, and was frequently interviewed by TV stations, Reuters and Asian Wall Street. Since 1994, he has been engaged in various project financing and investing works. Mr. Yip is also the founding president of The Macau Financial Market Association (The Macau Financial Market Association), and has served as a director of the Hong Kong Financial Market Association for many years. In 1998, he was invited to become a member (Listed as Member of International Who’s & Who of Professional) by the American Association of International Professional Celebrities.
KENNETH WALTER CHAD
Ken has an extensive international network which includes institutional, strategic and private UHNW investors, with many of those relationships having supported the successes achieved throughout his career. Ken started working in financial services as a research assistant at the stockbroking firm of Jarden Morgan in Hong Kong in 1988, analysing Hong Kong consumer electronics companies. He has worked at leading international Chartered Accounting firms including Deloitte, Coopers & Lybrand, and Ferrier Hodgson in the areas of insolvency, business recovery and corporate advisory. With these firms he gained substantial experience of both publicly listed and privately held companies in a wide range of industries. Ken has worked in venture capital on a consultancy and corporate advisory basis, supporting management buyouts of private companies and assisting with the management of their growth, as well as mid-market private M&A. Ken has held C-level positions as CFO and CEO, as well as executive and non-executive directorships of private and public companies. During that time he was involved in capital raisings in excess of USD 4 billion for international businesses. Ken has co-founded and built businesses in the online, international trading and aviation space. Ken has regularly assisted other entrepreneurs and experienced businessmen in building their businesses, while managing his own portfolio of personal real property assets. He is also a member of the Hong Kong Institute of Certified Practicing Accountants Restructuring and Insolvency Faculty.
Partner – Oil & Gas, Energy & Infrastructure
Graham Jacobs is a Fellow of the Chartered Association of Certified Accountants and a Chief Financial Officer with significant commercial exposure and nearly 40 years of involvement in the energy industry. He has extensive experience of high-level negotiations, asset acquisition at government and company level, operating agreements and production sharing contracts, merger and acquisition activities, stock exchange compliance, strategic reorganisations, fundraising and start-up companies and operations. He has negotiated and subsequently supervised various operating contracts with values of up to $500m and has led and been involved in several successful M&A transactions with values of up to $1.6b. Geographical/operating exposure extends to Continental Europe, East and West Africa, the Middle East, the Far East and the FSU. Corporate profile includes Orca Energy, Oryx Petroleum, Addax Petroleum, Dragon Oil, Panocean Energy and Schlumberger.
Partner – Oil & Gas, Energy & Infrastructure
A member of the Paris Bar and a graduate of the Universities of Paris and the University of Pennsylvania Law School, U.S.A. Didier has over 28 years’ experience in the oil & gas, energy NS mining sectors with both E&P and service companies. He spent 4 years with Total in Paris, specialising in the Middle East and West Africa with specific responsibilities for Egypt, Qatar, Congo and Angola before joining the oil and gas division of the Calouste Gulbelkian Foundation (Partex Oil & Gas) in Portugal as legal counsel for projects in the Middle East and Kazakhstan.
Didier then worked in Paris for a number of service companies including Technip-Coflexip and also the gas utility company, Gas de France before joining PanOcean Energy, a company listed in the Toronto Stock Exchange and focused on West Africa. After the acquisition of PanOcean Energy by Addax Petroleum in September 2006, he continued to work with Addax for their West African and Gabon projects and then started a consultancy practice working for companies such as Orca Exploration, Panoro Energy, African Petroleum, Petroceltic (for their Ain Tsila gas development project in Algeria), Tullow Oil and Gas and Gulf Keystone Petroleum for projects in Europe, Africa and the Middle East.
Partner – Oil & Gas, Energy & Infrastructure
Professional Reservoir Petroleum Engineer with over 40 years upstream oil and gas experience with a proven record of both corporate and project success working in the international oil and gas business. Russ played a significant role in the development of Ranger Oil’s domestic UK and International asset base successfully employing innovative technologies including the early development of offshore horizontal and multi-lateral drilling, HPHT well testing, stimulation techniques and offshore floating production facilities. Vice President Engineering for PanOcean Energy achieving a ten-fold share price increase in six years.
Russ held various executive roles in number of oil and gas start-ups including stock exchange listing of Pounder Venture Capital/Pool Safe Inc and consultancy services in the international arena.
DR. JAHAN MOGHADAM
Partner – Oil & Gas, Energy & Infrastructure
Dr. Moghadam has over 25 years as an executive, within the energy sector globally. He has been a key member of teams that have successfully executed business development, operations, and strategy on oil & gas, commodities, technology, and renewable energy projects throughout Africa, Asia, Europe, and the Americas.
He previously served as COO and board member of Amira Int’l and ICCOEC, and is a current board member of WorldWide Solutions, WorldWide Energy, and director at Oranto Petroleum largest African indigenous oil and gas co with 28 blocks. His strengths as a leading strategic business development executive have created business opportunities and partnerships with numerous oil & gas companies, financial institutions, technology providers, and EPC groups, which include, Atlas-Oranto Petroleum, PERTAMINA, Sahara Energy, Guvnor, Petro Synergy, Addax Petroleum, Essar, Reliance, Al-Kamali Fuel Trading, KazMunayGas, BNP Paribas, Credit Suisse, AIG, Macquarie, Marsh, GE, Siemens, Technip, Odebrecht, and more.
Dr. Moghadam holds a B.S. with honors from James Madison University, an M.S. from the University of Virginia, and a D.B.A. from Georgia State University. He has presented at many conferences and is published in the academic and practitioner world. He currently sits on the Advisory Board for the McIntire School at the University of Virginia and non-profit ShareACause.
DR. ABE MOGHADAM
Partner – Oil & Gas, Energy & Infrastructure
Dr. Moghadam started his career with the oil companies in the Middle East and continued to senior management positions. He later operated from his base in USA and assumed top management positions with oil and gas companies. As the Chairman and the Chief Executive Officer of several multinational corporations, Dr. Moghadam has more than forty-five years of extensive experience in all phases of various high-tech projects, including oil industry programs, and power projects from inception to completion. He has had direct responsibility for components of Star War Projects for the US Government. Dr. Moghadam also held senior executive positions with Melpar and other leading high-tech US corporations such as: Page Communications; Computer Science Corporation (CSC); and finally, Westinghouse Electric Corporation working on many diversified domestic and international high technology programs across the world in executive management position.
Dr. Moghadam has earned several advance degrees including a Doctor of Science (D.Sc.) (GWU-1986), an Applied Scientist (App.Sc.) degree (GWU-1980), a Master of Science (M.Sc.) (GWU-1975), another Master of Business Admin (MBA) (GWU-1973), and a Bachelor of Science (B.Sc.) (AIT-1964).
Partner – Investment Banking
David Wu is a seasoned investment banker with around 25 years of professional experience in dealing with cross-border M&A transactions in global energy, finance, real estate, and lifestyle sectors.
His financial career began in the mid-1990s with Citicorp (Citigroup) where he worked as Vice President of Corporate Finance & Investment Banking Group for over eight years. In 2004, he joined Marco Polo Partners as the Principal, a New York-based boutique investment firm. After a briefing venturing of renewable energy investment project in China, he returned to NY and worked as a Managing Director at Herakles Capital. In mid of 2015, he relocated back to Hong Kong and took on the role as President of Zhonghong International, where he directed its principal shareholders’ multi-billion dollars overseas capital investment and M&A activities.
Mr. Wu has earned his MBA degree in the University of District Columbia and a BS degree in Electronics Science & Technology University of China.
David is a qualified Charteted Accountant of Australia and Master degree from Macquarie University, Sydney. Having gained his auditing and tax experiences in Australia, he returned to Hong Kong and Joined Inchcape Group Hong Kong and was the executive director of Inchcape Motors Limited and CFO for greater China.
David then lead a few companies as CFO and listed the companies at London Stock Exchange. In 2017, David moved to the capital market environment and joined Bluemount Capital in Sydney to handle the IPO process with ASX for Chinese companies and was involved in all facets of fundraising and M&A activities. David as a SBC Partner focuses on handling capital market activities with SPAC and M&A activities.
Partner – Sports Investment Banking
Mr. Wiesenthal is a US trained attorney (J.D. Emory Law School 1980) with an MBA from the IESE Business School in Barcelona, Spain (1988). He has been working in professional sports in Spain since 1988.
A serial entrepreneur, he has successfully started three sports businesses, representing professional golfers, professional handball players and professional football players.
Prior to the FIFA ban in 2015, Mr. Wiesenthal was also active in third party player investment, working with football players and clubs both in Europe and in South America.
Starting with an initial investment of $500,000 in 2006, by 2012, he and his partner, Alberto Argibay, generated more than $14,000,000 in revenue from player sales.
Partner – Sports Investment Banking
Mr. Gieling, 52 years old and living in Holland and Spain, is an ex football player of Ajax Amsterdam. He was playing there for seven years and was considered to be one of the biggest talents of Holland that time.
After six knee-operations (five at only one knee), his agent (the famous Cor Coster, father in law of superstar Johan Cruijff) became his companion.
The old Coster and Gieling have worked for 15 years together in the world of football transfers. Gieling is now 32 years in this business, made more than 200 deals and transferred some of the biggest names.
In all the years Gieling (and his worldwide network) have made some clubs very rich. Many times they brought very cheap or free players to clubs in Europe. Later the players were sold for huge amounts of money.
Gieling thinks and knows that it’s very lucrative to be the owner of one or more club(s). The relatively cheap players will be scouted by the network, be trained and managed through the best specialists he knows and transferred through the same network of (old) players and coaches.
Mr Li is a Chartered accountant and has more than 25 years of practical work experience in accounting, auditing, factories, business and other industries. He is familiar with ISO, Hong Kong taxation and Hong Kong company law. He has a good understanding and working experience in public listed companies. In the past, Mr Li involved in serving public companies which included: Perfect Group (3326 HK), Glory Flame (8059 HK), Suncity Group (1383 HK), Oriental Press (18 HK), Matrix (1005 HK), China Financial Leasing (Hong Kong Main Board Delisted HK), Shenzhen Chuangxiang Times Investment Co., Ltd. 665347 (Shenzhen 4 Board), Lawman (NASDAQ in process ).
Sebastian Cubas is an Industrial Engineer and MBA from Columbia Business School (NY). He is a senior executive with vast experience in different areas of businesses such as management consulting, industrial companies and banking. During his early years he played several executive roles leading companies to exponential growth through aggressive M&A deals followed by hands-on turnaround situations. While at Citibank he structured and financed transactions in the energy and infrastructure sectors worth over 5bn USD. As a Partner and Managing Director at Grupo Decosur, Sebastian closed deals worth +2bn USD from well known multinational players like Telecom, Huawei, Bombardier, Northern Telecom, Petrobras among many others, participating directly in the negotiation with public and private parties, the development, financing and implementation of projects in different areas such as: Energy, Mining, Industrial Companies, Infrastructure, Real Estate and Service Companies. Savvy executive in the Oil & Gas Industry, he has structured a wide variety of deals, both downstream and upstream in US and Latam. Experienced asset developer with strong focus on turnaround of distress conventional assets. From negotiating and acquiring diverse assets (mineral rights, large conventional plays, distress assets, service companies), to implementing the financing needed through special private and public purpose vehicles, he has accomplished the closing of successful deals totalizing +40.000 BOED production. As a successful professional with +20 years of exposure to top tier companies across industries and geographies, he participates actively as Founder, Co-Founder, serving as Managing Partner and Director in different companies, taking an active role at the initial phase, structuring the capital requirements needed, from seed capital, venture capital and private equity type of transactions, followed by the implementation of strategic plans.
Senior Marketing Officer
Samuel specialized photography in both studio and on location 20 years experience. Client management for instance ROF Media and Hip Hing Construction Company, Icon hotel, Grand Hyatt Hotel, Ferror Rocher, Ralph Lauren, Chow Tai Fook Jewelry etc. He Liaised with art director and stylist and provide professional advice on art directionand theme of images. Also he managed a crew of photographer and video cameraman. Amd Pre-production management includes model casting, research for lighting and photo reference, make-up and styling and transportation arrangement.
Jayden has 15 years of advertising experience. In 2005, the half-reading form began to enter the advertising industry and has been exposed to government advertising. After graduation, she has worked as a planner and producer of electronic product platforms and medical platform channels. Afterwards, she mainly produced many government advertisements, and later entered Ogilvy (Hong Kong) as a producer. In recent years, she founded an advertising company and participated in expanding the network of different chambers of commerce. Over the years, she has held different positions in production and contacted different customers.
Associate Partnerships Director – Marketing
Carley specializes in business development and brand strategy. She has over five years experience in the fashion, marketing, and social media industries. Carley got her start in partnerships curating and overseeing creative brand sponsorships at nationwide event series Style Fashion Week (New York, Los Angeles, Palm Springs, Art Basel, Coachella.) She worked with partners including Notorious Pink Rosè, WeWork, davines, KIND Snacks, and Absolut. Carley moved to retail marketing strategy for Cynthia Rowley and worked with brand partners including Benefit Cosmetics, Stila, LUMAS Gallery, by CHLOE, Dirty Lemon and others.
Lately, Carley led Business Development for the Shorty Awards. She has built relationships with Facebook, Facebook Creative X, Instagram, TikTok, Pinterest, OMD, Ayzenberg, Havas San Francisco and many others. Carley Schumann is an expert in brand partnerships, sales, digital & live activations and influencer marketing.
Michael Goy specializes in compliance, internal audit, IPO and FinTech business. He has over 8 years experience in compliance, 13 years in AML, and 15 years in internal auditing. Michael got his start in Bank of Tokyo Mitsubishi and progressed towards various fields, including credit, international business, foreign banking business, operations and e-banking. He became a financial controller at the American Embassy in Tokyo afterwards. In 2010, he decided to be the business partner of Sky’s a limit system and responsible for market research, business project supporting and operations.
Lately, Michael led BM intelligence and Lion Consulting in the pre-IPO and IPO consultancy. He has built a strong foundation and network. Michael has a deep knowledge in cross-border M&A strategy, pre-IPO restructuring & consulting, private equity reformation, asset management, private banks and investment banks background.
Associate Creative Director
Eva Guggenberger specializes in professional photography and fashion business. She has over ten years experience in photography and exhibitions. Eva got her start in fashion photography and was exposed in various fashion weeks in London, Mercedes Benz Fashion Week Berlin, and Style Fashion Week. She had been invited and selected for the world class events including EXPRESSIONS in Germany, Kevin Murphy Hair Academy in Vienna, Austrian travel exhibition Menschenbilder, Austrian Exhibition FOMO, and EPIC WOMEN exhibition in Austria.
Lately, Eva has devoted her effort in the creative industry. She is the Chief Creative Officer for Style X and has been the Chief Creative Officer for Virus Designer Masks.
Ronald specializes in accounting, audit, and finance business. He has over 25 years experience in accounting. Ronald got his start in Samuel C. S. Lee & Co. and progressed towards his certified public accountant credential in 2017. He had worked with GreenPro Capital Inc. for 4 years since 2015. In 2019, he became the Chief associate partner of CWK CPA Ltd.
Ronald has built a strong foundation in accounting and has deep knowledge in cross-border M&A strategy, pre-IPO consulting, and asset management background.
Polly Siu is a strategic and result-driven top performer, with extensive industry knowledge and experiences in financial services, commercial card and corporate payment industry. Key areas of expertise in business development, strategy development and strategic partnership with global clients in Asia Pacific region.
She received numerous awards for leadership and business result including “President Club Award” (top 2% performer globally), “Annual Reginald Award” and other regional and local awards. She led Hong Kong team to achieve the highest growth in customer satisfaction in Asia Pacific on “Net Promotor Score” and organize a Digital Round Table Event for corporate clients.
Polly earned her Economic degree from the University of British Columbia in Canada and completed an advanced certificate in FinTech for the innovation and transformation of financial industry. She is active in various business associations and serve as leadership team in her chapter in Business Network International (BNI).
Partner – Sports Investment Banking
Ian specializes in international and sports investment business. He has over twenty years experience in the “Sports, Leisure, and Tourism Sector”. Ian got his start in senior management and marketing roles following his graduation from university. He had demonstrated his strong business sense at Twin Towers Trading Limited as a managing director and achieved over £6 million turnover in three years. In 2012, Ian created his internationally-renowned ‘Strategic Commercial Introduction Service’, which continues to be applied across his entire portfolio of ‘Commercial Interests’.
Throughout the years, Ian has devoted her effort in the sports and commercial investment industry. In 2020, he launched ‘The Silver Sales Bullet’ – A ‘C.P.D. Certified Essential Online Business Training Programme’, that teaches Professional Executives and Students. Ian currently is the founder and managing director of George Wicks Limited, The Effective Communication Group and The Silver Sales Bullet.
International Specialist in complex Institutional asset transactions. Conducted approx. $6.4 Billion dollars worth of transactional consulting advisory and financial projects. Access to unique Private Off Market opportunities relationships with hundreds of Sovereign Funds, Venture Capital Private Equity Investment Trusts, Hedge Funds and Family Offices. Doug has deep experience across the deal continuum (pre-deal, deal execution, post-deal) working for large multinational clients and private equity firms.
20+ year veteran Executive very familiar with blockchain technology with real life applications and almost all things crypto Obtained extensive crypto experience since 2012. Raised Venture Capital and served on the Board of Silicon Valley Start-up’s.
As Blockchain technology is developing rapidly and institutional investors are increasingly considering investing in entities developing blockchain solutions Doug has formed over a 10 year period a global network of key C-suite executives in the most prominent and dynamic companies of the Blockchain ecosystem assisting and facilitating with M&A and Capital raise, while advising on the best opportunities to create value and grow their businesses.
BRAD PAUL PAMNANI
Brad Paul Pamnani is an experienced executive with a demonstrated history of working in the investment management industry.
He currently serves as a managing partner across 3 different funds managing over $3.7B portfolio covering real estate, technology, fashion and blockchain sectors.
Skilled in Debt Restructuring, Debt & Equity Financing, Letters of Credit, Venture Debt, and very strong Strategic Partnerships, he brings a uniquely multi-faceted approach across multiple industries.
Strong business development & portfolio management skills for his previous employers and then for his own startups provide him valuable interpersonal skills and partnerships that he brings home at Silverbear by deeply understanding the needs for both our investors, investments and most importantly for the human capital management & aligned growth.
He is always looking forward to meeting companies & individuals for mutually synergistic projects and/or partnerships.
Brad also holds professional degree with a Master’s degree focused in Biotechnology from Columbia University in the City of New York and various financial management licenses and certifications.
Veronica Raquel Welch is a visionary, leader and advisor who has been instrumental in aiding in business development, marketing and strategy across the Silverbear Capital portfolio. She currently sits as the founder and CEO of Style X, a media, tech and entertainment conglomerate, well-known for its international series, Style Fashion Week, which boasted a series of globally recognized events in New York, Los Angeles, Miami, Palm Springs, Mexico, and Dubai. Style X specializes in both B2C and B2B brand development and experience and is an industry leader in successfully merging blockchain technology with live experiences in order to create viral brand marketing initiatives. Veronica’s partnership focused method builds communities and support for brands from all angles while creating a positive impact on society.
Mike Suzuki, Graduated BS Computer Science and Certified Internal/External Auditor for ISO9001/QS9000 International Standards. Also Certified US Government Accountant (AGA) and Graduated Global Finance Service, Financial Management Certifying Officer of the US Department of State, Foreign Service Institute (FSI) Arlington, VA, USA.
He worked for the US Government for more than 22 years with the US Embassy Tokyo, US Department of State (DOS) as the Financial Management Certifying Officer. He is diversified in various field of expertise from Auditing for Total Quality Management System specializing in Management, Administration, Human Resource, Operations, Sales & Marketing, Finance & Accounting, Payroll, Vouchering, Procurement, Logistics, Design in Multi-Media and IT Specialist for Computers and Software Networks.
DR. BENSON CHANG
Benson Chang is the Founder, Group Managing Director, Principal Consultant and Managing Partner of Lion Group (Hong Kong, China, Singapore and United Kingdom), Lion CPA and Lion Golden Certified Tax Agents, he is also the Visiting Professor of Yuanpei Business School, Peking University and an INED of a listed issuer with HKEx.
He is an experienced Public Accountant and Chartered Tax Adviser with over 30 years’ experience in accounting, tax, auditing, corporate advisory and US OTC listing. Previously, he was a Financial Controller of a private equity firm managing HK$4B in property investment projects in Macau.
Andrew has more than two decades in the international hospitality industry with a strong sense of hotel service and rich experience in practical management. including 15 years in hotel senior management with Marriott International.
Fully grasp the hotel opening preparation, marketing and promotion, familiar with the work procedures, job responsibilities and service standards of various departments, familiar with the financial accounting of the hotel, can effectively control costs and expenses, with a strong ability to organize and coordinate and excellent sense of teamwork whom the character is very good a role model to staff working under his leadership. Pre-opening GM for two different branded hotels in the new Shanghai International Tourism Resorts Zone. Both properties are positioned to cater to the Disneyland guests with a combined room count of 678 rooms plus a 5 stories staff dormitory.
He earned an MBA degree from Glion Institute of Hospitality and was immediately available for assignments in managing executive apartments for a major Beijing real estate investor and has gained an award-winning expertise in planning and commencing commercial real estate developments in Beijing, China’s capital. There’s no language bureau for him to apply his Mandarin, Cantonese and of course English on his business strategies within schedule.
Meanwhile, Andrew is the co-founder, Management Executive of AC2F S Corp which has successfully closed deals in restaurant services and guided the business through the pandemic and keeping profitable.
Tim has been working in the financial industry for over 10 years, he has a good understanding in the Hong Kong financial market and regulations. Gaining experience in Asset Management, Securities and Banking. He has responded to dealing with local and foreign securities, implementing an investment strategy, portfolio construction and using various investment tools to achieve a positive return.
He has good knowledge in Securities, Cash flow management and Asset management.
Paul Hembery is a visionary automotive business leader with more than 25 years’ experience and outstanding record, delivering global commercial growth and brand transformation.
Paul propels automotive brands to market leaders; pioneers’ powerful commercial strategies that drive industry dominance and top of mind awareness in key markets. Highly skilled ‘face’ of global automotive brands, with significant media and PR experience. He grows profitability and performance; optimises commercial structures, systems, and processes from factory to shelf, drawing on background in engineering and product development, and a wealth of expertise in sales, marketing and distribution. Leads high-profile business change, with focus on digital transformation, automation, and client centricity.
Paul engages key stakeholders in business vision and strategy; astute and influential Board-level negotiator with significant gravitas and regard in the automotive industry. Talented leader, who drives excellence from large, culturally diverse groups of up to 6,000, and recruits and develops future business leaders.
Mr. Chan has experience in the SPAC operation as Independent Non-executive Director and Audit Committee Chairman of Orisun Acquisition Corp in year of 2020.
As a long-time finance veteran for more than 20 years, Mr. Chan involved in financial management role and had experiences of big 4 CPA firms experiences in acquisition deals ranging from US$100 million to US$1 billion in size. Latest completed acquisition included business combination of Ucommune Group Holdings Limited into Orisun Acquisition Corp. (NASDAQ:ORSNU), the acquisition of one of the largest agile office space manager and Co-working community operator in China, the combined company have a pro forma firm value of approximately US$769 million at closing.
Mr. Chan’s exposure in the financial management industry, and his experiences in supervision of financial operation of SPAC before, can add value to the SPAC workflow and financial expertise.
Mr. Chan graduated from Australian National University with Bachelor’s Degree in Accounting and followed on studied at University of New South Wales with Master Degree in Finance. He was admitted as Certified Practising Accountant of CPA Australia in 1993 and was admitted as Certified Public Accountant of Hong Kong Institute of Certified Public Accountants in 2012.
Harrison Choi is a Managing Partner of SilverBear with a special focus in South Korea and Japan. Mr. Choi has broad senior management experience over two decades as a global business strategist. Focused on Advanced Materials, Energy, infrastructure, and Electronics with various Multi-National Companies. Mr. Choi holds a BBA in Economics and MBA from University of St. Thomas. Since 2008, Harrison Choi deployed six different advanced manufactories and a dozen mega power projects. Over a decade of work with a group of companies he co-founded generated asset value exceeding $100M and developed over 500MW of renewable power. Currently Mr. Choi sits on the board as a Managing Partner or a Senior Advisor in Korea: Dong Yang Machinery, Leading Aero, Glamm, CyWorld Z, DoubleMe, Hong Kong: HKBA, Taiwan: Enerage, Japan: Smart Solar, USA:Thynk Capital, CPU, CChange Group.
Hauke has over 25 years of experience in project finance. In an executive position he has financed over USD 2.5 billion for the expansion of the merchant fleet of a German shipping company. He gained special knowledge especially in the field of raising equity for such and other projects. Through equity funds, he negotiated, structured and financed commercial real estate in the US. He established a successful joint venture with US REIT. Through closed-end fund structures, he also raised more than EUR 250 million in equity through his firm for the production of hotel developments, residential real estate projects and video computer games. Since 2016, he has been primarily involved in financing infrastructure projects in the USA, Southeast Asia, Europe and Africa.
Hauke also holds BA from International Business School and MBA from UNC Chapel Hill.
Michele has a strong background in special purpose funding with strong focus on German speaking areas, eastern Europe and ASIA. He had raised several SPV funds with a 3 digit million US dollar volume in the sector of Video Gaming, Media Content and rolled out an IPO on the german stock exchange. As COO of Slightly Mad Studios, he funded and was responsible for legendary titles, such as Project CARS, GTRI & II, Fast & Furios and Need for Speed Shift.
In 2009, he moved for 5 years to live in Singapore and became the personal advisor to the founder of the LIM Shrimp Organisation, one of the largest shrimp producer worldwide, which did a multibillion dollar fund with the World Bank and created over 300.000 livelyhood jobs, and became first in sustainable aquaculture and fair trade. Michele brings along a deep knowledge of combining Asian style scalability of projects and identify high tech companies specially from German areas and Europe, and create synergies by combining and funding special projects.
For 20 years, Mr. Shiraishi has been involved in creative and marketing management at global advertising agencies, contributing to the advertising industry. After working as a creative head at NBC Universal Japan, he was a manager at a major advertising agency where he led many global projects. With the skills gained from these experiences, he is now responsible for overall service and project management, including global operation of various international marketing enterprises.