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Profile
Mr. Kai Wang, CFA MBA, is a Senior Equity Analyst at Morningstar Asia Ltd.
Mr. Wang was previously employed as an Equity Research Associate by SVB Leerink LLC, by Susquehanna Financial Group LLLP, by Pacific Crest Securities LLC and a Fixed Income Credit Analyst by NORD/LB Capital Management GmbH, and by KBC Financial Products USA, Inc.
He received his undergraduate degree from the University of Virginia and an MBA from USC Marshall School of Business.
Kai Wang active positions
| Companies | Position | Start |
|---|---|---|
Morningstar Asia Ltd.
 Morningstar Asia Ltd. Investment ManagersFinance Provides investment research | Analyst-Equity | 2021-10-03 |
Former positions of Kai Wang
| Companies | Position | End |
|---|---|---|
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2018-01-31 |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2016-07-31 |
Pacific Crest Securities LLC
 Pacific Crest Securities LLC Investment Banks/BrokersFinance Operates as a securities broker | Analyst-Equity | 2013-09-29 |
NORD/LB Capital Management GmbH
 NORD/LB Capital Management GmbH Investment ManagersFinance NORD/LB Capital follows a flexible investment approach based on a combination of fundamental and quantitative analysis. The firm's investment process begins with strategic asset allocation based on top-down macroeconomic analysis. The firm seeks to identify mispriced or undervalued stocks. Research focuses on companies selling at relative discounts to the market, sector, historical P/E ratios, Price/Cash Flow and Price/Book. Portfolio optimization relies primarily on technical and quantitative research. Once implemented, each strategy is actively managed based on continuous performance review. NORD/LB Capital focuses their equity investments on European companies, and they have specific expertise in German midcaps as well as in German small-cap companies in select sectors. The firm also invests in US Blue Chips, and uses derivatives for portfolio optimization. NORD/LB Capital manages fixed income portfolios based on duration and credit strategies, which strongly favor European government and mortgage bonds as well as US corporate bonds, treasuries emitted by converging European economies, and structured products such as ABS and MBS in connection with swaps. | Analyst-Fixed Income | 2009-12-30 |
KBC Securities USA, Inc.
 KBC Securities USA, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2006-12-30 |
Training of Kai Wang
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
94
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Pacific Crest Securities LLC
Pacific Crest Securities LLC Investment Banks/BrokersFinance Operates as a securities broker | Finance |
KBC Securities USA, Inc.
KBC Securities USA, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Morningstar Asia Ltd.
Morningstar Asia Ltd. Investment ManagersFinance Provides investment research | Finance |
NORD/LB Capital Management GmbH
NORD/LB Capital Management GmbH Investment ManagersFinance NORD/LB Capital follows a flexible investment approach based on a combination of fundamental and quantitative analysis. The firm's investment process begins with strategic asset allocation based on top-down macroeconomic analysis. The firm seeks to identify mispriced or undervalued stocks. Research focuses on companies selling at relative discounts to the market, sector, historical P/E ratios, Price/Cash Flow and Price/Book. Portfolio optimization relies primarily on technical and quantitative research. Once implemented, each strategy is actively managed based on continuous performance review. NORD/LB Capital focuses their equity investments on European companies, and they have specific expertise in German midcaps as well as in German small-cap companies in select sectors. The firm also invests in US Blue Chips, and uses derivatives for portfolio optimization. NORD/LB Capital manages fixed income portfolios based on duration and credit strategies, which strongly favor European government and mortgage bonds as well as US corporate bonds, treasuries emitted by converging European economies, and structured products such as ABS and MBS in connection with swaps. | Finance |
USC Marshall School of Business
 USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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