About Family Office

Steve Cohen, known as the "Godfather of Hedge Funds," is a prominent American investor and the founder of Point72 Asset Management, previously managing SAC Capital Advisors. Born in 1956 in New York, Cohen graduated with a degree in economics from the Wharton School at the University of Pennsylvania. With an estimated net worth exceeding $17 billion (as of 2024), Cohen is regarded as one of the most skilled stock traders on Wall Street, renowned for his precision and ability to seize market opportunities.

At its peak, SAC Capital managed around $14 billion, but it was later dissolved following an insider trading investigation, resulting in a $1.8 billion settlement, though Cohen himself was not criminally charged. In addition to his financial achievements, Cohen owns the New York Mets and is heavily involved in philanthropy through the Cohen Foundation, which supports medical research, education, and veterans. His impact on Wall Street is profound, shaping modern hedge fund practices with his unique investment style and insight.⁩

Responsible for the overall management of the company's operations, coordinating team development and strategic execution to ensure stable growth and create lasting value for clients.

Katy received executive training at Harvard University and received a Bachelor of Business Administration with honors from the Lubin School of Business at Pace University. She holds a Diploma in Business Administration and Management from the University of Cambridge. Katy has served as Executive Director of one of the most prominent single family offices in Asia, with over $10 billion in assets under manageme

Guy Baker is a prominent U.S. financial advisor and wealth management expert, particularly known in insurance and financial planning. With over 40 years of experience, he is highly respected in managing the finances of high-net-worth individuals. As the founder and CEO of Wealth Teams Alliance, Baker’s firm specializes in wealth management, estate planning, and insurance services for affluent clients. He holds multiple certifications, including CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter).

Throughout his career, Baker has received numerous industry accolades and is frequently cited as an influential advisor. He is also a published author and speaker, sharing insights on risk management, insurance, and wealth transfer. His contributions extend to training the next generation of financial planners and supporting charitable initiatives in education and healthcare.

Li Shanquan was once a senior analyst in the investment strategy department of Brown Brothers. In November 1995, he was recruited by Oppenheimer and quickly promoted to fund manager. He is currently the vice president and fund manager of Oppenheimer Funds in the United States, and one of the 14 core managers of Oppenheimer Funds.

In 2019, Invesco and Oppenheimer Funds merged to become the sixth largest asset management company in the United States. He is currently the managing director and senior portfolio manager of Invesco's global equity team.

He pioneered a unique dynamic investment analysis method and my uncle is the most well-known one in the Chinese financial circle on Wall Street. He was the first chairman of the Chinese Financial Association in the United States. He often arranged some affairs to connect China and the United States and managed a gold and special mineral fund of US$840 million.

Ray Dalio is a renowned American investor, hedge fund manager, and author, best known as the founder of Bridgewater Associates, the largest hedge fund firm in the world. Born in New York in 1949, Dalio established Bridgewater in 1975. Under his leadership, the firm grew into a global financial powerhouse, managing hundreds of billions of dollars.

Dalio is celebrated for his unique approach to investing and his deep insights into global macroeconomics. He developed the famous theory "How the Economic Machine Works," which explains the impact of credit, interest rates, and economic cycles. His investment strategy, known as the "All Weather Strategy," emphasizes asset diversification and risk balance to achieve stable returns across varying economic conditions.

Known for fostering a culture of “radical transparency” and principles-based decision-making at Bridgewater, Dalio outlined his life and work philosophies in his bestselling book Principles (2011). A philanthropist as well, he focuses on education and economic equality through the Dalio Foundation, aiming to promote social progress.

In the process of leading the family office, I focused on ensuring long-term asset growth and capital preservation through diversified investment strategies and a robust risk management framework, and successfully provided strategic financial guidance to family members. Prior to this, I served as an investment director at Sequoia Capital, leading multiple private equity, real estate and alternative investment transactions, leading the team to achieve market benchmarks through data-driven decision-making strategies, and building an effective risk management framework. At BlackRock, I was deeply involved in the investment operations of private equity and leveraged buyouts, and provided efficient operational optimization and capital restructuring advice to portfolio companies.

My investment career began at LGP, during which I accumulated rich experience in private equity transactions and industry research, laying a solid foundation for subsequent investment decisions. Through many years of professional experience, I not only have strong financial analysis capabilities, but also have established deep expertise in portfolio management, financial planning, risk management and other fields.

I always believe that financial investment is not only the operation of capital, but also an important tool for achieving wealth inheritance and promoting the stable development of family business. In the future, I will continue to be committed to providing high-quality wealth management services to family members, and explore new opportunities in the global investment market to create more value.