Winchell Wong, CPA CFA
Pasig
Summary
Driven investment professional with 9+ years experience in private equity and private debt investments in Southeast Asia. Proficient in venture capital investment and technology startup assessment. Successful in deal sourcing and deal execution both in the Philippines and in Southeast Asia.
Overview
8
8
years of professional experience
1
1
Certification
Work History
AVP - Investment Management Group
Maharlika Investment Corporation
TAGUIG CITY
10.2024 - 12.2024
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of the company's investment framework and strategy
- Conducted due diligence on potential investments including attending meetings with external stakeholders.
- Assessed company investment potential by examining historical trends, current activities and stated plans.
- Researched companies' competitive landscape and identified strategic advantages or disadvantages relative to peers.
- Analyzed financial statements, industry trends, and macroeconomic indicators to assess risks and opportunities.
- Crafted presentation decks for the Investment Committee.
- Assisted in formulating the Fund's investment strategy and framework
Director I - Financial Examination Group
Insurance Commission
Manila
07.2024 - 09.2024
- Managed the audit process of 270+ Insurance Commission Regulated Entities
- Led teams consisting 40+ managers, supervisors, and specialists
- Established valuation process for real estate and related party transactions
Board Member
Klikit Pte. Ltd.
Singapore
01.2023 - 06.2024
- Worked closely with organizational leadership and board of directors to drive and implement strategy.
- Assisted with business development and forging local partnerships to foster achievement of revenue goals.
Senior Investment Associate
Gentree Fund
Makati
01.2023 - 06.2024
- Led the Philippines office in sourcing investment opportunities and driving deal execution
- Secured $15M in Investment Committee / Sy Family approval to fund 6 regional and local startups for new and follow-on investments leading and supporting commercial and financial due diligence and legal documentation
- Supported Gentree's fundraising efforts by presenting to regional and global institutional investors
- Heads 3rd party partnerships with the SM Group of Companies enabling transactions with portfolio companies.
- Monitored, managed and developed investment portfolios.
Investment Associate
Gentree Fund
Makati
04.2022 - 12.2022
- Southeast Asia analyst coverage for Edutech, Health & Wellness, Travel, Food, Consumer Retail and SaaS
Senior Manager Under Investments Portfolio Team
SM Investments Corp.
Pasay
10.2021 - 03.2022
- Worked with senior management to craft M&A strategy for consumer brands
- Led analysis for a JV to acquire a portfolio of telco towers from a leading telco operator in the Philippines.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
Investment Analyst
Kickstart Ventures, Inc.
Makati
03.2020 - 09.2021
- Prospected and assessed over 400 startups in fintech, healthtech, e-commerce and enterprise software to identify deals that can generate 5-10x returns
- Designed presentation templates for pipeline analysis, investment teasers and revaluation for consistent use by the Investment Team for investment committee (IC) and board meetings
- Managed, as lead analyst, 2 early-stage startup deals worth up to $400K in investment with a potential for 4-5x return, presented and prepared the IC deck, conducted due diligence, and financial analysis
- Supported the publication of the annual and half-year reports for the limited partners
- Provided insight for portfolio development and allocation by completing research on the renewable energy and industrial (automotive and manufacturing) technology verticals.
Investment Analyst
Novel Capital, Inc.
Taguig
12.2016 - 02.2020
- Led fundraising mandate for a consumer company and raised $17M in short term debt with 12 local banks
- Originated and executed 2 debt fundraising deals that resulted to 3% in success fees for the Company
- Advised, as lead analyst, a local retail company raising $20M that successfully received $20M to $40M term sheets from 3 regional PE funds by preparing the pitchbook and financial model
- Closed milestone transaction worth $2M to acquire minority shares in a local meat importer
- Built, as project head, the $300K consumer-lending portfolio of the Company generating 30% IRR.
Education
Bachelor of Science - Business Administration And Accountancy
University of The Philippines - Diliman
High School Diploma -
Xavier School
San Juan, PhilippinesSkills
- Partnership development
- Valuation techniques
- Industry research
- Portfolio management
- Deal management
Certification
Chartered Financial Analyst
Certified Public Accountant
Timeline
AVP - Investment Management Group
Maharlika Investment Corporation
10.2024 - 12.2024
Director I - Financial Examination Group
Insurance Commission
07.2024 - 09.2024
Board Member
Klikit Pte. Ltd.
01.2023 - 06.2024
Senior Investment Associate
Gentree Fund
01.2023 - 06.2024
Investment Associate
Gentree Fund
04.2022 - 12.2022
Senior Manager Under Investments Portfolio Team
SM Investments Corp.
10.2021 - 03.2022
Investment Analyst
Kickstart Ventures, Inc.
03.2020 - 09.2021
Investment Analyst
Novel Capital, Inc.
12.2016 - 02.2020
Chartered Financial Analyst
Certified Public Accountant
Bachelor of Science - Business Administration And Accountancy
University of The Philippines - Diliman
High School Diploma -
Xavier School
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