EnvisionCareers Hong Kong Career Trek ReportJanuary 5-7, 2011

• We are a career coaching firm that offers career counseling, career seminars & events that help professionals accelerate their career progression

• We have an extensive network of professional contacts throughout key Asian hubs & industries who can provide industry insight & networking opportunities that are hard to find elsewhere

• We can give you a realistic assessment of where you stand vis-à-vis your peers and how you can improve your positioning in the market place

• We can increase your exposure and help expand your network

About

EnvisionCareers

A 3-Day trip (January 5 - 7) consisted of company visits and informal coffee chats that provided great networking opportunities in the financial industry. Over 10+ top talents from the most elite firms in Hong Kong were our speakers and shared their experience with participants.

Job

Opportunities

NetworkingIndustry

Insights

Wealth

Management

Sales &

Trading

Investment

Banking

Alternative

Investment

Management

Consulting

Equity

Research

About

HK Career Trek

1/5 Wed 1/6 Thu 1/7 Fri

10:30am – 12:00pm

Company Visit: Merrill Lynch

Speaker: R.L. (ED, Wealth Mgmt)/B. K. (Product Advisory, Wealth Mgmt)

11:00am-12:00pm

Company Visit: JP Morgan, Asset Mgmt Division

Speaker: C.M.(VP, Investor Advisory Services)

11:30am – 12:30pm

Company Visit: Alp Invest Partners

Speaker: J. S. (Principal)

12:30pm – 14:00pm

Lunch Meeting:

Speakers: A. Y.

(ED, Goldman Sachs, Asset Management Division) D. H. (ED, Goldman Sachs, Investment Banking Division)

15:00pm – 17:00pm

Company Visit: PeopleSearch

Speakers: J.N ( Regional Consulting Director), Y.C. K., Business Development Director

14:00pm-15:30pm

Coffee Chat:

Speaker: J. S. (Director, Paul Capital), F. C.(ED, Oliver Wyman),

15:00pm – 16:00pm

Coffee Chat: J. Y (Associate, Deutsche Bank, Sales & Trading, Fixed Income)

19:00pm – 21:00pm

Coffee Chat:

Speakers: P. T. (Associate, Royal Bank of Scotland, Investment Banking Division), Howard Peng (ED, Goldman Sachs, Principal Strategy)

16:00pm-17:00pm

Company Visit: Oppenheimer

Speakers: Steve Bernstein (CEO)

19:00pm-21:00pm

Happy Hour:

Speaker: C. C. (Associate, Deutsche Bank, Sales and Trading Division)

Event Schedule

We had a great mix of company visits and informal

coffee chats where professionals from different

industries share their experience and answer

questions from the participants. We also visited

PeopleSearch, a leading headhunter firm, where

participants received career advices based on their unique

situations

•Jan 5 10:30am – 12:00pm•Company Visit: Merrill Lynch Management Division/Speakers: R.L. (ED, Wealth Mgmt) and B. K. (Product Advisory, Wealth Mgmt)•Meeting Overview: Robert has worked in Merrill for 10+ years. He shared with us the key criteria of a good private banker, the differences between the brokerage and banking system, and ways to break into the industry. We got a great presentation on various investment strategy that they typically recommend to their clients.

Meetings OverviewMeeting

Overview

•Jan 5 12:30pm – 14:00pm•Lunch Meeting with two speakers from Goldman Sachs: A. Y. (ED, Asset Management Division) and D. H. (ED, Investment Banking Division)•Meeting Overview: Great insight into various career paths within finance and what it takes to excel in investment banking division. Bottom line: passion is key, if you don’t like investment, you will not survive the 15 hour work day.

Meeting

Overview

Jan 5 15:00pm – 16:00pm•Coffee Chat with J. Y.(Associate, Deutsche Bank, Sales of Fixed Income)•Meeting Overview: In this session, our speaker shared with us the life of a sales in a bulge bracket firm. A lot of socializing with the clients and a lot of reading (even during weekends!) as you need to follow the market closely and are expected to know everything that could impact a client’s investment. He also provided tips on how to ace an interview with a top bank.

Meeting

Overview

•Jan 6 11:00am – 12:30pm•Company Visit : JP Morgan, Asset Mgmt Division/Speaker: C.M.(VP, Investor Advisory Services) •Meeting Overview: We visited JP Morgan’s investment center in Central. Our speaker gave a detailed overview of JP Morgan Asset Mgmt’s Asia operation, company culture, her roles and responsibilities as an investor advisor, and the impact to the Asset Management practice after the financial crisis in 2008.

•

Meeting

Overview

•Jan 7 11:30pm – 12:30pm•Company Visit: Alp Invest Partners/ Speaker: J. S. (Principal)•Meeting Overview: Our speaker has worked in management consulting, investment banking, and now a global private equity firm. She gave an excellent overview on the different lifestyles of each industry and shared insights on what is it like working in a PE firm in Asia. In general, PE firms look for people who have financial modeling skills and understand the language and culture of the company they invest in.

Meeting

Overview

•Jan 7 14:00pm – 15:30pm•Coffee Chat with J. S. (Director, Paul Capital) and F. C. (ED, Oliver Wyman •Meeting Overview: We were grateful that our speaker, Managing Director of a PE firm, came to talk to us even though he only slept 2 hours the day before! He talked about the differences between investing in China and US/Europe and how to succeed in the financial industry. Another speaker provided great advice to career switcher who are looking to break into the financial industry.

Meeting

Overview

•Jan 7 16:00pm – 12:30pm•Company Visit: Oppenheimer/Speaker: Steve Bernstein (CEO)•Meeting Overview: We had the pleasure to meet with the CEO of Oppenheimer Asia and had a casual conversation. It was great exposure for all of us as the CEO does some of the recruiting himself and he printed out everyone’s resumes and reviewed them carefully in the meeting!

Meeting

Overview

•Jan 7 19:00pm – 21:00pm•Happy Hour with C. C. (Associate, Deutsche Bank, Sales and Trading Division) R.Y (Associate, Deutsche Bank, Research Division)•Event Overview: This is the last event of our career trek, everyone got together and exchanged thoughts on working in the financial industry in Hong Kong. Great networking opportunity over drinks!

Meeting

Overview