Yinan Zhao

Analyst-Equity at

Pzena Investment Management LLC

Finance

Consumer Services

Profile

Mr. Yinan Zhao, CFA MBA, is a Principal & Senior Research Analyst at Pzena Investment Management LLC.
He joined Pzena Investment Management in 2016 and has over 19 years of industry experience.
Previously, Mr. Zhao worked at Susquehanna International Group as a Senior Research Associate and as a Research Analyst at Merrill Lynch.
He earned a B.S.
in Electrical Engineering from Stanford University and an M.B.A. from Columbia Business School where he also completed the Value Investing Program.
He holds the Chartered Financial Analyst designation.

Yinan Zhao active positions

Companies	Position	Start
Pzena Investment Management LLC Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments.	Analyst-Equity	2016-05-31

All active positions of Yinan Zhao

Former positions of Yinan Zhao

Companies	Position	End
Susquehanna Financial Group LLLP Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2014-03-31
Wedbush Securities, Inc. Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services	Analyst-Equity	2010-01-30
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2009-02-28

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Training of Yinan Zhao

Experiences
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Linked companies

Private companies	6
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Finance
Wedbush Securities, Inc. Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services	Finance
Susquehanna Financial Group LLLP Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services	Finance
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pzena Investment Management LLC Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments.	Finance
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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