董阿姨

成长陪伴师
1995年
外籍
硕士
健康证、教师资格证、儿童成长陪伴师证
1. 资深投资专家,擅长资产分配与风险管理,专注半导体、生物科技等领域。 2. 深度参与跨境并购与战略投资,在供应链、制造及新兴技术领域有丰富经验。 3. 精通多种资产类别投资,包括对冲基金、私募信贷及流动性资产等。
 LIG Capital Director Singapore/LA Apr 2023- PRESENT (A single family office backed by an American property developer based in LA) As employee #1 and a voting member, I am responsible for portfolio construction, asset allocation and risk management mainly across the US, India, SEA and Japan. In charge of both liquid assets (hedge funds:global macro/equity long-short/quant; private credit:asset backed/venture debt/property second line) and illiquid assets (VC/PE with a focus on deep tech (AI in hardware, semiconductor, biotech). Illiquid assets -Leading deep tech investments especially semiconductor mainly in the US, covering the whole supply chain from AI chip design (GPU/CPU/ASICs/FPGA/HBM) and service providers that help accelerate chip design, to front-end manufacturing (silicon photonics/microprocessors/refurbishment, etc). -Evaluated and presented two AI chip companies. 1)$80m series C of a 5G wireless company that enables private installations, leverages RISC-V ecosystem that makes it easier for wireless devices to communicate and interface as well as the emerging OpenRan ecosystem that makes pieces of radio networks interchangeable. 2)$25m series C of a silicon photonics company that moves data through chips using light which demonstrates first optical offering for delivering a connectivity speed of 4 Tbps, a partnership with DoD to prototype military applications using its optical I/O chiplets and lasers. 3)$22.6m Series A of an AI processor startup that designs its in-memory computing to enable higher efficiency and density in systems for making AI functions more available at scale and reducing power consumption. Granted by DARPA and hasn't yet commercialized. -Leading investments in biotech VC and underwrote 1)Series A AI-first techbio company that unites complex dynamic systems physics with advanced generative AI to revolutionize drug discovery at preclinical stages and accomplish phase 1 clinical trials with the leading asset. 2)A $150m biotech VC fund II that invests in disruptive and commercially validated treatments with 3-5-yr exit addressing biopharma, gene editing, cell therapy, RNA drugs, novel targets, new modalities, etc. Liquid assets -Sourced and evaluated 2 private credit funds. 1)Growth debt fund that invests in India & SEA companies raising funds >Series A, revenue generating and having the liquidity to service c.50% of the loan; targeting 13-14% net IRR with quarterly distribution. 2)Asset backed senior secured loan in Europe with < 50% LTV, €25-75m EBITDA, 9%+ Net IRR. -Sourced and evaluated 2 hedge funds. 1)NY-based Euqity long/short alpha hedge fund that identifies differentiated investment ideas with capital preservation during market drawdowns with an average 13% annual return for 17 yrs and captured 27% of S&P performance when the index was down. 2)Korea-based equity long/short alpha generated hedge fund that focuses on hardware supply chain that long logic, SPE and wafers, hedged with AI ODM shorts with an average return of 13% for 4 yrs.  Lotus Development Group Senior Investment Advisor Dubai Aug 2019- Feb 2023 (Single family group backed by a JV between an American entrepreneur and a Dubai-based conglomerate) I mainly cover strategic cross-border M&A (US/SEA/MENA) in the sector of supply chain and manufacturing, as well as strategic investments with a focus on novel technology such as semiconductor, healthcare, EV and cybersecurity. Strategic investments -Led value-added management. 1)Assisted go-to-market strategy for a $10m seeded Singapore-based fabless company that collaborates with a Taiwan manufacturer and designs novel chips for mining machines to improve efficiency and heat removal from data centers on the surface. 2)Monitored a series B SF-based automobile manufacturing firm that developed an all-electric pickup truck. Its battery packs are designed to be easily removed from vehicles either recycled or used in second life such as stationary storage. IPO in Q4/2021 valued 10x. -Sourced and evaluated crypto AML companies. 1)Series A Waterloo-based decentralized interoperability network that abstracts complexity of inter blockchain communication into a simple SDK and empowers developers to best host their apps. Valued $1b+ at B round now. 2)SF-based digital asset platform that offers a full range of crypto-native financial solutions compliant, built to adapt to emerging blockchain use cases and made to evolve alongside the needs of digital asset investors. Valued $3b+ at D round now. -Co-invested in PIPE opportunity. 1)$5m in a Campbell-based EV charging network. Stations are available as public charging stations, consumer subscription plans, and utility grid management tech for electric utility to smooth electric demands on the grid. 2)$5m in a multi-specialty telehealth platform that connects consumers to licensed healthcare professionals, enabling high-quality medical care for numerous conditions related to primary care, mental health, sexual health, dermatology. M&A -Sourced and led negotiation of J Cafe's (coffee shop chain under Michael Jackson’s IP) operational partners from other coffee shop franchise or existed coffee brands across the US, Australia, SEA and the middle east; and designed the structure of partnership by authorization or revenue sharing. Meanwhile evaluated acquisition opportunities of other second-tier coffee shop brands with full supply chain. -Led partial investments of a $8m SPV in a Singapore-based IP monetization and operation company which involves animation/television/culture/variety shows, with 330+ sales terminals, 100+ dealer networks and 140+ cooperative IP works; through collaboration with daily necessities such as shampoo/paper towels/chips to improve topicality and brand communication rate and to realize sale of fans. -Responsible for growing the EV motorcycle market in Thailand by introducing local assembly lines for the first batch of 20k in quantity used by the Thai gov; and recommending providers of parts of cars applicable, such as battery, electrical machinery, and electric control panels, etc from India and China. -Sourced and evaluated SPAC mergers in the sectors of cross-border payment with eYuan link; green h2 manufacturing, storage and distribution; battery recycling, composite materials for EV. Led negotiation of JV with 2 of global top 3 BTC miners from HK and Taiwan to TX/Canada, to pack 10k mining machines into a SPAC for FIL mining, and to construct a warehouse of 100MW BTC mining site in Dubai. -Sourced and evaluated medial service/medical device companies that can be acquired or merged for a self-owned medical service listed company in Switzerland; or digital health companies related to antiaging care in order to manage chronic back and joint pain enabling access to high-quality medical care for numerous conditions.  Undisclosed VC Senior Advisor SF, US Jul 2018 - Oct 2019 (Single family office backed by an American family with its business in energy/electricity) I was on the strategic partnership of the VC arm that invests in the US seed/pre-seed round deep tech startups in the sector of semiconductor, medtech, cleantech and robotics. -Facilitated client acquisition.

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