Will Liu

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Profile

Mr. Will Liu is a Principal at JAM Equity Partners LLC.
Prior to joining JAM in 2006, Mr. Liu evaluated global acquisitions for the business development group at CB Richard Ellis.
Previously, he served as an investment banking Associate at Hoefer & Arnett and Wedbush Morgan Securities.
He began his career as a Financial Analyst in Bear Stearns & Co.'s Investment Banking Department where he specialized in financial service businesses.
Mr. Liu received his Bachelor of Arts degree from Brown University and his MBA from UCLA Anderson School of Management.
He is a CFA Charterholder.

Former positions of Will Liu

Companies	Position	End
JAM Equity Partners LLC JAM Equity Partners LLC Investment ManagersFinance JAM Equity Partners seeks to make and manage long term, high return investments in small to mid-sized, privately-help financial services companies. The firm also looks for investments in publicly-traded, illiquid fallen-angels. JAM will evaluate investments outside of the financial services industry should a compelling opportunity arise in either the branded consumer products or transportation industries. Companies should have viable business models and positive market momentum and adhere to JAM's value-driven and contrarian investment philosophy. JAM invests in companies with market-cap less than $250 million and trade at deep discounts to long-term realizable value. They seek opportunities to assist companies in evaluating going-private transactions. JAM considers investments in assets such as loan portfolios or residual interests in performing or underperforming loan portfolios. Investment size is $2 million to $10 million. They prefer a 3 to 5 year time horizon. JAM focuses on Southern California and the Western states. The firm will also consider investments on the East Coast.	Private Equity Analyst	2009-12-31
Jacobs Asset Management LLC Jacobs Asset Management LLC Investment ManagersFinance JAM’s hedge fund seeks to generate maximum appreciation through a hedged portfolio of mostly equity securities with a focus on US financial stocks. The fund sells short stocks they believe are overvalued and uses other instruments to neutralize market risk so that the performance of the fund reflects their stock picking results rather than the fluctuations and trends of the broader stock market.	Analyst-Equity	2009-12-30
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Analyst-Equity	-
Wedbush Securities, Inc. Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services	Analyst-Equity	-
Hoefer & Arnett, Inc. Hoefer & Arnett, Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services	Analyst-Equity	-

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Linked companies

Private companies	7
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Finance
Wedbush Securities, Inc. Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services	Finance
Jacobs Asset Management LLC Jacobs Asset Management LLC Investment ManagersFinance JAM’s hedge fund seeks to generate maximum appreciation through a hedged portfolio of mostly equity securities with a focus on US financial stocks. The fund sells short stocks they believe are overvalued and uses other instruments to neutralize market risk so that the performance of the fund reflects their stock picking results rather than the fluctuations and trends of the broader stock market.	Finance
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hoefer & Arnett, Inc. Hoefer & Arnett, Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
JAM Equity Partners LLC JAM Equity Partners LLC Investment ManagersFinance JAM Equity Partners seeks to make and manage long term, high return investments in small to mid-sized, privately-help financial services companies. The firm also looks for investments in publicly-traded, illiquid fallen-angels. JAM will evaluate investments outside of the financial services industry should a compelling opportunity arise in either the branded consumer products or transportation industries. Companies should have viable business models and positive market momentum and adhere to JAM's value-driven and contrarian investment philosophy. JAM invests in companies with market-cap less than $250 million and trade at deep discounts to long-term realizable value. They seek opportunities to assist companies in evaluating going-private transactions. JAM considers investments in assets such as loan portfolios or residual interests in performing or underperforming loan portfolios. Investment size is $2 million to $10 million. They prefer a 3 to 5 year time horizon. JAM focuses on Southern California and the Western states. The firm will also consider investments on the East Coast.	Finance

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