James Choa on Intelligent Investing in Crisis Mode: SARS Lessons, Selected Ideas in Asia

James Choa, based in Hong Kong, shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.

James provided an assessment of the situation, having lived through the SARS epidemic in Asia and having witnessed the ongoing response to COVID-19 in Hong Kong. He discussed several companies, including CK Hutchison (HK: 1), Asia Financial Holdings (HK: 662), and Clear Media (HK: 100).

Access James’s past presentations: CK Hutchison, Asia Financial, Clear Media

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About the instructor:

James Choa is a private investor. He previously served as Managing Director of Valiant Ocean Capital, a Hong Kong-based value-oriented investment firm focused on companies with substantial exposure to Asia. Prior to Valiant Ocean, James was a member in the Goldman Sachs Asian Special Situations Group (ASSG), a multi-billion proprietary investment group, based in Hong Kong. Since joining Goldman Sachs in 2006, James was responsible for multi-strategy investments in Asia, covering public equities, PIPEs, private equity, high-yield loans, distressed debts, convertible bonds and value-based investments. Before Goldman Sachs, James was an Associate at the New York private equity firm Ripplewood Holdings, where he was responsible for structuring and executing leveraged buyout transactions in the industrial sector. Subsequent to completing the $550 million investment in Kraton Polymers, a specialty chemical business, James was appointed by Ripplewood to design strategic growth plans and implement operational enhancement strategies at the portfolio company in Houston, Texas. James started his career in New York with BT Wolfensohn (which subsequently merged with Deutsche Bank) where he focused on advising clients in mergers, acquisitions, and corporate reorganizations. James received his MBA with a concentration in Corporate Restructuring & Turnaround Management at the Wharton School, University of Pennsylvania. James also graduated from the Jerome Fisher Program in Management & Technology from the University of Pennsylvania where he received his BSE in Finance and BAS in Systems Engineering. James is a CFA charter holder and a member of the Hong Kong Institute of Directors.

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