Our Team

Our Team

Our Team

We invite people who want to share their life and value with us.

PHRONESIS GROUP

LOGOSAGE CAPITAL

WATERSTONES SECURITIES

LOGOSAGE: GLOBAL MINING INVESTMENT FUND

  • Tony Liu

    Tony Liu, President and CIO, is the founder of Phronesis Group. He has over 17 years of experience with Clients in international investment banking, global mergers and acquisitions and cross-border investing, and leads Group’s products & services and investment activities. Mr. Liu is active in a wider range of investing and corporate finance activities, covering whole investment cycle and multi-industry. Mr. Liu has led professionally investment in the sectors of Biotechnology Science, Energy & Mining, Intelligent Manufacturing, Automobile Financial Technology, Agricultural Science and Consumption. Mr. Liu has spent years in investment banking in Hong Kong, first with Macquarie Bank, a top Australian investment bank and then with Anglo Chinese Group, a prestige boutique British-funded investment bank. Since then he served for Feishang Group, a leading Chinese M&A Group, where he was a Director of Global Investment Division. While at Feishang Group he was responsible for numbers of complex investment cases and managing over US$ 1 billion in cross-border equity and securities investment funds. Mr. Liu graduated from University of Birmingham, where he obtained an M.B.A. in International Banking and Finance and theretofore completed his bachelor's degree in Philosophy at Sun Yat-sen University.

    President / CIO

    tony.liu@phronesis.com.cn

  • Nando Zhao

    Nando Zhao, Partner, was served for Investment Banking Division in ICBC Spain Branch, International Investment Division in China Electric Equipment Group, and Global Financial Service Centre in ZTE Corporation. He has accumulated years of experience in cross-border mergers and acquisitions, investment and financing management, especially extensive experience in cross-border fund management while their average transection size is over US$100 million. He was expert with multiple cross-border mergers and acquisitions project, which included multiple industries such as: Real Estate, Agricultural Products/Food, Tourism, New Energy, High-end Manufacturing, etc. Mr. Zhao holds an M.B.A. from Imperial College London, a master's degree in Financial Banking from CIFF International Business School in Spain and a bachelor's degree in Spanish from Xi'an International Studies University.

    Partner

    nando.zhao@phronesis.com.cn

  • Dr. Kenny Cao

    Kenny Cao, Partner, has more than 13 years of experience in overseas quantitative and financial analysis. He was served as the Vice President of Fixed Income Department at the New York headquarters of Morgan Stanley, an American investment bank; also the Vice President of Risk Management Department at AQR Capital - one of the top three quantitative hedge funds in the U.S. - managing approximately $186 billion; and the Director of Research Department at Digital Mosaic Fund in New York as well. Dr. Cao is primarily responsible for quantitative modeling, hedging strategy implementing, quantitative withdrawal controlling, etc., in order to eliminate invalidation risk and withdrawal in fund. Dr. Cao finished Ph.D. in Computational Mathematics from Southern Methodist University, USA, a master's degree in Financial Engineering from University of California, Berkeley, and a bachelor's degree in Applied Mathematics from Shanghai Jiao Tong University. Dr. Cao has published monographies on Generalized Valuation of Collateralized Derivatives, etc.

    Partner

    kenny.cao@phronesis.com.cn

  • Dr. Weiliang Wang

    Dr. Weiliang Wang, Partner, is good at evaluating mining project’s value and economic, issuing eligible report for the initial public offering, mining project technical due diligence investigation, project exploration and management, managing geological exploration database and geological mapping with 13 years of experience. He worked for the Anglo American (AAL.L), Teck Resources (TCK), China Railway Resources, the Royal Canadian Mining, Tianli International Group, WGM Mining Consulting Firm and BAW Consulting Company. Over the past decade, Dr. Wang had served as the Chief Geologist, Director, General Manager, Senior Geologist position in many world famous mining companies, including Canadian Royal Mining and Teck Resources, etc. Dr. Wang has certificated as geologist of Ontario, Canada, Australia's mining and metallurgy association members. Dr. Wang holds a Ph.D. in Science from the University of Hong Kong, a Master's Degree from Peking University and a bachelor’s degree in Engineering and Literature from China University of Geosciences (Wuhan).

    Partner

    weiliang.wang@phronesis.com.cn

  • Seow Koon Mok

    Seow Koon Mok, Partner is a well-known expert in strategic management and leadership. He is now the perennial cooperation consultant of Kweichow Moutai Liquor Co., Ltd., the chief consultant and independent director of a number of large group companies in Singapore and China. He used to be the President and Vice President of UOB Singapore Branch, and the President and Executive Director of Singapore Dehua Listed Group. Professor Mok has served as a visiting professor of EMBA, MBA, MIM and IMBA in many well-known universities and business schools, including the National University of Singapore, Helsinki School of Economics in Finland, Australian National University, Peking University, Tsinghua University, Fudan University, Xiamen University, Sun Yat-sen University, Jinan University, China Europe International Business School, etc.

    Partner

    seowkoon.mok@phronesis.com.cn

  • Jiancheng Guan

    Jiancheng Guan, Partner, has more than 17 years audit and taxation working experience in international and domestic accounting firms. He has served for Deloitte and Pan-China Certified Public Accountants LLP, specialized in offering auditing, accounting and taxation consulting service to A-share and Hong Kong Stock Exchange listed companies. Mr. Guan is familiar with Chinese accounting standard, A-share listing rules, tax laws and relevant regulatory policy, and has solid theoretical foundation and practical experience in China auditing and taxation field. Mr. Guan currently focuses on providing auditing and mergers and acquisitions professional consultant ant for A-shares and Hong Kong Stock Exchange listed companies. The relevant clients including China Railway Group (stock code: SH601390), China Aoyuan Group Limited (stock code: HK3883), Beijing Chieftain Control Engineering Technology (stock code: SZ300430) M&A, Guangzhou Bosma Corp (stock code: 831085) and etc. Mr. Guan holds a bachelor's degree in Economics from Jinan University.

    Partner

    jiancheng.guan@phronesis.com.cn

  • Yuqing He

    Yuqing He, Partner, has more than 24 years of experience in financial investment. He was appointed as the Fund Manager of Asset Management Division in Cinda Securities, the Senior Investment Manager of Management Department in China National Securities, the Chief Investment Officer of Asset Management Department in China National Securities, and Director of Proprietary Trading Department in Zhongtian Securities. When he worked in the Asset Management Division of Cinda Securities, Mr. He had been involved in the execution of three securities asset products, the asset under management in total with a scale of 5.82 billion Yuan. Mr. He adheres to his investment philosophy with value investing, and who is sophisticated at constructing asset allocation portfolio. The securities investment industries include: New Energy, Mining, Gold, Manufacturing, Real Estate, Automobile, Military Industry, Consumption, Health Care, Information Technology, 5G Technology, Electronics, Household Appliances, etc.

    Partner

    yuqing.he@phronesis.com.cn

  • Grant Thomas

    Grant Thomas, Consultant, has over 30 years of exploration and development experience, especially in zinc, iron, lead, silver; committing in environmental safety and protection, good at technical report and the evaluation of mineral resources; he also has experience in project financing and feasibility analysis. Mr. Thomas joined Rio Tinto in 1982 as Chief Geologist, Exploration Manager, Chief Geologist of the Great China, etc. Since 2009, Mr. Thomas has served as Chief Geologist for L & L Energy (LLEN), meanwhile, he has served as Director for G-Resources Group Limited (stock code: 1051) and Non-Executive Director for ActivEX since 2013. Mr. Thomas holds a bachelor degree of Science from the University of Adelaide. He is also a member of the Australian Mining and Metallurgical Association, as the first author to publish articles in several major mining journals.

    Consultant

    grant.thomas@phronesis.com.cn

  • Wilson Liu

    Wilson Liu, Consultant, has over 40 years of professional experience in providing audit and business advisory services in Hong Kong, Australia, Japan and China. Mr. Liu has served as Senior Auditor for Hong Kong Lowe, Bingham & Matthews, Senior Auditor for PwC Melbourne, Senior Manager and Joint Partner of Bird Cameron Melbourne. From 1997 to 2000, he was appointed by the Ministry of Finance and the Chinese Institute of Certified Public Accountants as member of Expert Consulting Team for the release of Auditing Standards in China; From 2005 to 2006, he was the President of CPA Australia North China; From 2007 to 2013, he was a member of the Board of Partners (Supervisory Board) and he assumed key roles in the sub-committees of this governance board of PwC Greater China and Singapore; From 2010 to 2020, he served as the Partner in PwC Greater China Automotive Industry, Japanese Business Network and Assurance Human Capital. Mr. Liu holds a bachelor's degree in Commerce from the University of Western Australia. He is a member of the Institute of Chartered Accountants in Australia, and fellow member of CPA Australia and the Hong Kong Institute of Certified Public Accountants.

    Consultant

    wilson.liu@phronesis.com.cn

  • Colemen Liu

    Colemen Liu, Partner, has 15 years of work experience, mainly responsible for coordinating projects consultant, listing planning and introducing strategic investors. Prior joining the firm, he has served for Guangxi Modern Logistics Group, and is familiar with real estate project operation, investment, financing and disposals. During this period, he led several cooperative trading projects with Huarong, Cinda and other large state-owned asset management companies. After joining Logosage Capital, Mr. Liu had been involved in the listing planning, restructuring and pre-listing preparation of HUMMcars Information Technology Limited, and was responsible for coordinating sponsor, securities companies, legal and auditing institutions. Mr. Liu has promoted the cooperation between Logosage Capital and Nanning Financial Group. Currently, he has served as the investment adviser of Nanning Industrial High Quality Development Fund. Mr. Liu holds a bachelor's degree in Accounting from Beijing Material College, and completes Executive Development Programs from Sun Yat-sen University.

    Partner

    colemen.liu@phronesis.com.cn

  • Chan Lu

    Chan Lu, Director, has more than 8 years of experience in secondary market investment and fund management. He focuses on industrial investment analysis, and specialized in grasping the logic of industrial development and insight into the core competitiveness of enterprises, and has a profound understanding of the economic cycle, industrial evolution, and global capital market system development. Since his tenure, Mr. Lu has achieved excellent asset management returns for the company and its clients with the rich investment research insights in the fields of 5G Internet of Things, New Energy, Biotechnology, Fintech and Industrial Interconnection. Additionally, he has established a value investment system for the company and constructed an investment methodology to seek certainty in changing world. Mr. Lu holds a bachelor's degree in Management from Sun Yat-sen University and currently studies in Finance M.B.A. from Shanghai Advanced Institute of Finance (SAIF).

    Director

    chan.lu@phronesis.com.cn

  • Kar Fai Leung

    Kar Fai Leung, Partner has more than 10 years of global mining project development, exploration and mineral determination, mergers and acquisitions experience, leading many energy and precious metal IPO projects, good at cash flow model, valuation analysis, due diligence investigation, financing, mergers and acquisitions, and IPO project management. Mr. Leung joined INCO as a project geologist in 2004, participated Vale of Brazil (VALE) project as a geologist in 2007, leading multiple nickel composite PGE deposit projects’ exploration and evaluation, managing mineral exploration of several Chinese companies in Africa. Since 2010 he has been chairman of the Hong Kong Mining Investment Association, and became Chairman of the Hong Kong institute of geography in 2014. From 2011, he is a member of the Australian Mining and Metallurgical Association with JORC qualification certification. He graduated from the University of Hong Kong with a master's degree in Earth Sciences and a bachelor's degree in Earth Sciences with first class honours.

    Partner

    karfai.leung@phronesis.com.cn

  • David Gao

    Daivd Gao, Partner, has more than 11 years of investing and fund-raising experience for overseas institutions of large state-owned commercial banks, head offices of domestic private banks and private equity fund management companies. He has served for Guangdong Huaxing Bank Head Office and ICBC Macau Branch, etc. Mr. Gao has rich practical experiences in issuing and management of high-end wealth products for Banks and fund companies, and issuing and establishing Chinese government guidance fund. Since joining the Logosage Capital in 2017, Mr. Gao has been involved in fund issuance, asset allocation and fundraising. Additionally, Mr. Gao is expert in the process of listing as well as various preparatory work for listing and restructuring in both domestic and foreign markets. Mr. Gao holds a master's degree in Management from Hunan University, and completes Executive Development Programs from Sun Yat-sen University.

    Managing Director / Partner

    david.gao@phronesis.com.cn

  • Joy Cai

    Joy Cai, Partner, has more than 11 years of large global banks and cross-border fund management experience. Since 2008, she has served as Manager in Corporate Finance Department of Standard Chartered Bank. The main focus is to actively engage in cross-border investment and financing to promote clients' projects around the world. As the general coordinator of global economic and trade transactions of Standard Chartered Bank, Ms. Cai has pioneered the expansion of global institutional clients, enabling a number of important Chinese enterprises to develop globally, especially in Africa, including China Petroleum & Chemical Corporation, Petrochina Company Limited, China Railway Construction, China Communications Construction, China Civil Engineering, Huawei, etc. In 2009, Standard Chartered Chinese customers in Africa has generated 11 times pre-tax operating income growth in one year. In 2010, Ms. Cai serves as Vice President for Citi Bank Guangzhou, she leads Citi Bank's efforts related to global corporate banking, strategic investment and financing services. After that, Ms. Cai served as Director of Risk Management to China Biocapital Corporation, while the fund she managed is focusing on investing advanced biomedicine enterprises in Europe and the United States, including seeds stage risk investment and later stage mergers and acquisitions. The cross-border fund she has been involved in has structured and led over $100 million of issuance since inception, and it has disclosed tens of investment cases till now.

    Partner

    joy.cai@phronesis.com.cn

  • Rui Pan

    Rui Pan, Investment Manager, has more than 5 years of experience in secondary market investment research and was previously employed by Shanghai Pudong Development Bank. She is specialized in portfolio management and digging investment and trading opportunities in the stock market, adjusting and optimizing the portfolio risk and return. In addition, she has been tracking and studying A-shares, Hong Kong Stock Exchange, the US stock market and other listed companies in various industries in the global market for years. Moreover, she is skilled with Python, Eviews and other research tools. Miss Pan holds a master's degree in Management (Accounting and Finance) from the University of Melbourne and a bachelor's degree in Economics from Zhejiang University. She has passed the Chartered Financial Analyst (CFA) Level I and the Financial Risk Manager (FRM) Part I.

    Senior Manager

    rui.pan@phronesis.com.cn

  • Nina Chen

    Nina Chen, Partner, who has more than 12-year experience in banks, private equity investment and consulting, is also familiar with industries investment and financing transactions in North America, Europe, Latin America, especially mining and new energy projects in the field of financing, mergers and acquisitions and asset sales. She began her service for American M&A consulting institution JAVELIN in 2005, based in Shanghai as a financial consultant, participating in the US, European Union and China's cross-border mergers and acquisitions and investment projects, involving the PIPE, Cable, Chemical, IT, Food, Healthcare, Video, Game fields’ investment and financing transactions.

    Partner

    nina.chen@phronesis.com.cn

  • Like Li

    Like Li, Partner, is a serial entrepreneur with multiple industry and international project management experience. He also has a diverse background in entrepreneurship, having run a multinational investment operation and founded several startup companies. Mr. Li previously served as a senior manager in Feishang Group and China Construction Bank. Mr. Li has the rich international investment vision, a deep understanding of the international capital markets, has a unique understanding of the investment preferences of investor groups in different capital markets, and maintains long-term cooperation with major financial institutions, such as securities companies, banks, wealth management companies, etc.

    Partner

    like.li@phronesis.com.cn

  • Anna Chen

    Anna Chen, Senior Manager, has over 8 years working experience in international foreign-owned banks, financial groups and domestic asset management companies. She has a broad vision of international investment, and has a deep understanding of the development of global banking and capital markets. Miss Chen has served for ANZ Bank - the world top 50 banks, Hong Kong Convoy Financial Holdings Limited, Guangzhou Securities Asset Management head office and SUNBELT NETWORK in San Francisco, the United States. She is specialized in designing and promotion of financial products for banks and fund companies, and she led consumer-impacted investments to meet their need. Miss. Chen holds a master's degree in Finance and Accounting from University of Sydney.

    Senior Manager

    anna.chen@phronesis.com.cn

  • Carl Sun

    Carl Sun, Senior Manager, previously worked at Beijing Dayi Consulting and Shanghai New Silk Road Wealth Management Group. Since joined the firm, Mr. Sun is responsible for providing qualitative and quantitative analysis of mining project including the current situation and prospect analysis, process research, reserve evaluation and financial forecast, and offer investment risks and opportunities analysis for the projects. Mr. Sun received a master's degree in Finance from Jinan University and a bachelor's degree in Finance from Jiangxi University of Finance and Economics. He has obtained the Chartered Financial Analyst (CFA) Level I and the Financial Risk Manager (FRM) Part I.

    Senior Manager

    carl.sun@phronesis.com.cn

  • Owen Ou

    Owen Ou, Partner, is a mining engineering professional with over 20 years of global experience in mining project construction, mining operations, production and technical management. He has led multiple global mining projects, encompassing gold, lead-zinc, silver, copper, and manganese mines. Mr. Ou specializes in the design and construction organization of underground and open-pit mining, heap leaching and spray irrigation processes for ore, and the production and processing of sand and stone materials. He is also well-versed in the wet metallurgical processes of smelters.

    Partner

    owen.ou@phronesis.com.cn

TOP