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Paul W.

Paul Wan

He/Him

From #1 Analyst to Your Coach: 20+ Years Across Every Seat in Equities

  • University of Cambridge Logo

    University of Cambridge

  • Millennium Logo

    Millennium

Understand most have a day-time job so doing this during normal business hours might be difficult, I am open to coach after office hours and over weekends if it works better for you. Please reach out to me directly to book a slot.

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Work with Paul

About

I've spent twenty-plus years in Asian equities, in every seat the industry offers. Ten years on the sell side at CLSA in Tokyo and Hong Kong, ranked Asiamoney #1 best analyst in the region five years running. Five years inside hedge funds — running my own book as a portfolio manager at Horizon, and most recently as a senior analyst on a Japan market-neutral pod at Millennium. In between, five years independent as founder, CIO and head of alternative investments: I launched a hedge-fund allocation practice for family offices, conducting due diligence on 100+ managers, then co-founded an asset management firm and took it through SFC licensing as its Responsible Officer, growing it from a private-equity and real-estate shop into a multi-strategy alternatives platform. Today I also design and build agentic-AI research workflows for my own global-equities portfolio. Born and raised in Hong Kong, educated in England, and lived in Japan for a decade. Native English and Cantonese, fluent Mandarin and Japanese.

Paul also coaches for Hedge Fund, Startup Founders, and Life Coaching. View all.

Paul’s Equity Research Qualifications

Coaches professionally

Experience level: Manager

30+ Equity Research clients

AI Certified

Completed Level 1 of Leland’s AI Builder Program

Few coaches have sat in every seat of the equity research world. I spent a decade on the sell side at CLSA in Tokyo and Hong Kong, ranked Asiamoney #1 Best Analyst in Japan five years running — an award voted by the institutional clients every analyst must win. I then crossed to the buy side, running my own book as a portfolio manager and generating ideas on a Japan pod at Millennium, and founded an allocation practice that conducted due diligence on 100+ fund managers globally. I know first-hand how research is produced, consumed, judged and paid for — at every level of the industry. I've also developed people throughout that journey: leading CLSA's regional transport research team, co-founding an SFC-licensed asset manager, and mentoring analysts and associates along the way. And I'm still at the coalface — today I design AI-augmented research workflows in daily use, so my guidance reflects where this profession is heading, not where it's been. If you're serious about building a career in equity research, I've walked the full road ahead of you — let's talk about yours.

Paul can help with:

Behavioral Interview Prep

Cover Letters

Equity Research Strategy

Financial Analysis

Freelancing

Industry Research

Investment Recommendations

LinkedIn Review

Networking Strategy

Promotion Strategy

Resume Review

Salary Negotiation

Skill Building

Technical Interview Prep

Valuation

Why do I coach?

Because a coach changed my career before I understood what coaching was. As a junior analyst on the sell side, my firm paired me with a professional coach, and the difference it made to how I worked and carried myself is still with me twenty years on — it's where I learned what a good coach actually does, and what a mentee actually needs. Later, as a senior, I was coached again on the softer skills that decide who gets the seat, and throughout my career I coached analysts and associates myself and found I looked forward to it more than most of the job. Then life reshaped the reason. Surviving a serious illness, and coming through other hard seasons, changed why I work: I came out with a strong pull to give back, and with a conviction from my own recovery — that the people best placed to help you through this industry are the ones who have lived it, and almost none of the professionals I met had. Becoming a father to a young son sealed it; staying connected to the next generation now matters to me more than any title did. I coach because I enjoy it, and because I've sat on both sides of the table.

Work Experience

Independent Logo

Professional Coach

Independent

January 2026 - Present

Professional coach for finance careers — and for the people carrying them. 20+ years across every seat of the industry: five-time Asiamoney #1 analyst at CLSA, hedge fund portfolio manager, founder & CIO of two ventures, senior analyst at Millennium. I coach hedge fund and equity research candidates through high-stakes processes, founders building in finance, and professionals navigating the industry's hardest seasons.

Agentic AI Engineer Logo

Agentic AI Engineer

Agentic AI Engineer

October 2025 - Present

Manage a personal global-equities portfolio as a live testbed for an AI-augmented research approach. Built the agent suite through rapid hands-on iteration in Claude Code, expanding into open-weight & self-hostable models; designed and built a suite of working agents now in regular use, including idea generation, fundamental deep-dives, daily news runs and smart-money tracking. Structured research notes, models & decision logs for agent retrieval, a single-user working prototype of investment-team knowledge capture; developed practical guardrails for decision-grade LLM output: source-grounding, verification & human-in-the-loop steps.

Millennium Logo

Senior Analyst

Millennium

February 2024 - September 2025

Interviewer

Generated fundamental investment ideas for a senior portfolio manager covering Japan (all sectors) under tight market-neutral risk budgets. Led initiatives to bring alternative data into a Japan market-neutral pod's research process — screened and evaluated ~10 external data vendors spanning POS, credit-card and weather data (retail), monthly B2B sales (industrials), flight-schedule data (airlines), daily container-freight rates, satellite imagery and game-sales data. Worked with an external software engineering vendor on a bespoke transcription tool for the investment team; Worked with the internal data-science team to integrate selected datasets into functional dashboards for investment team.

Metropoly Capital Logo

Head of Alternative Investments

Metropoly Capital

November 2019 - May 2022

Hiring Manager

Co-founder and Responsible Officer of the SFC licensed Type-9 asset management firm; onboarded and integrated hedge fund assets allocation and fixed income businesses to the alternative investments platform. Responsibilities: - Operations, compliance, and talents acquisition for public market instruments in addition to investment responsibilities (hedge fund allocations). - Oversight of legacy private investments (private equity and real estate portfolios).

Metropoly Logo

Director

Metropoly

February 2019 - October 2019

Hiring Manager

Led SFC Type-9 licensing initiative for the asset management business spinout. Oversaw private equity and real estate portfolios for the family office (Cold-chain logistics in China & Mixed-use hospitality asset in Japan), facilitated the specifications vetting process with project architect and tendering process with contractors.

Wingo Logo

Founder and Chief Investment Officer

Wingo

January 2019 - January 2024

Hiring Manager

Allocated proprietary capital to hedge funds, conducted investment due diligence and research on fund managers globally with a focus on fundamental equity strategies globally.

Horizon Asset Management Logo

Portfolio Manager

Horizon Asset Management

September 2015 - April 2018

Interviewer

Ran a standalone book and provided stock ideas to a senior PM using a fundamental market-neutral approach with tight risk budgets; covered all major sectors in Asia (China, HK, Korea, Taiwan, Japan, ASEAN).

CLSA Asia-Pacific Market Logo

Regional Head of Transport Research

CLSA Asia-Pacific Market

March 2006 - August 2015

Hiring Manager

Led the regional transport research team advising institutional investors globally; Sectors covered: Transport (Airlines, Shipping, Railways & Logistics), Consumer and Household Products, Games software. Asiamoney #1 Best Analyst in Japan (2013 — fifth consecutive year) and #1 Best Regional Transport Analyst Asia ex Japan (2013); #1 Best Transport Analyst in Japan (2014); Thomson Reuters StarMine Top-3 stock picker, Transport (2014).

Education

University of Cambridge Logo

University of Cambridge

MA MEng, Manufacturing Engineering

2000 - 2004

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