PTI – Our Experiences

PTI – Our Experiences


Our Advisory Committee members, instructors & team possess senior executive & practitioner experiences of 100+ years in total in listed cos, investment banks, private equity, banks, and finance sector, including working exposures to across 8+ different places & 4 regions, such as:

  • Australia
  • China
  • Europe
  • France
  • Indonesia
  • Israel
  • Japan
  • Malaysia
  • S. Korea
  • S.E. Asia
  • Singapore
  • Taiwan
  • United Kingdom
  • United States etc.

(in alphabetical order)

1. Selected Work Experiences


(1) C-Suite Executive Experiences


  • Chairman of Investment Banking-China Region, Asia ex-Japan Investment Banking Division, an international investment bank
  • Chairman of listed co in HK
  • Founder/CEO of private equity fund eventually acquired by SOE
  • CEO of a professional services group
  • Managing Partner of a private equity fund
  • CEO of a new retail marketing co
  • Asia Pacific Regional CFO of international bank
  • CFO of a few listed cos in HK


(2) Other Practitioner Experiences


  • Raised funds successfully from private equity for total amount over USD1 billion cumulatively
  • Independent Non-executive Director (INED) of a few listed cos in HK
  • Member of Capital Commitment of an investment bank, approving IPOs & bonds issuance
  • Approval experiences in total amount over USD10 billion equivalent cumulatively
  • Member of Investment Committee of sizable investment banks
  • Head of Department of investment bank
  • Approval experiences for trade finance transactions
  • Head of United States Performance Management, an international bank
  • Member of Credit Committee of banks
  • A senior member of the Asian Team of an international consulting firm



2. Other Experiences/Achievements


  • Chairman, The Asian General Chamber of New Retail
  • Trainer of a government institution in Asia
  • Reviewer of SFC licensing exam questions, HKSI
  • Instructor of MBA of an university in HK
  • Author of a few books sold to different countries
  • Speaker of trainings of a quasi-government body in HK
  • HKICPA Qualification Programme Workshop Facilitator



3. Professional & Selected Qualifications


Some of our Advisory Committee members & instructors’ qualifications include:

    • HKICPA member
    • CPA Australia
    • Fellow member of Institute of Chartered Accountant of England & Wales, UK (FCA)
    • Fellow member of ACCA (FCCA)
    • Member of HK Securities & Investment Institute (MHKSI)
    • Asset Management Association of China (“AMAC”) practicing member
    • Type 6 regulated activity Corporate Finance licensed representative of SFC of HK



Our experiences are subject to changes without prior notice to you, in the event of any change in Advisory Committee members.