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Paul W.

Paul Wan

Millennium Analyst · Fund PM · Allocator · Founder — Hedge Fund Coach

  • University of Cambridge Logo

    University of Cambridge

  • Independent Logo

    Independent

Paul W.
Note from Paul

Understand most have a day-time job so doing this during normal business hours might be difficult, I am open to coach after office hours / over the weekend if it works better for you.

Questions?

You can start chatting with Paul before you get started.

Fundamental equity investor who builds. 20+ years institutional and entrepreneurial experience spanning top-ranked sell-side research (Asiamoney #1 best analyst, 2009–2013, CLSA), buy-side background both as senior analyst (Millennium) & portfolio manager (Horizon). Started own venture to allocate hedge fund assets for family offices and co-founded an SFC-licensed asset management firm focusing on alternative investments. Currently, I am designing & building human-in-the-loop (HITL) agentic-AI frameworks and workflows to manage a personal global-equities portfolio. Cambridge MEng in Manufacturing Engineering — formal training in process design and optimisation, now applied to investment workflows. At Millennium, led alternative-data selection & adoption for a Japan pod, and worked between the pod & the internal data-science team. Native Cantonese/English, fluent Mandarin/Japanese. Sports enthusiast: Hiking, horseback riding, golf & skiing.

Work with Paul

Paul’s Hedge Fund Qualifications

Experience level: Manager

10+ people coached for Hedge Fund

My hedge fund knowledge isn't secondhand — I've worked inside them, run money for them, allocated to them, and built one from the ground up. Most recently I was a senior analyst on a Japan market-neutral pod at Millennium, one of the world's premier multi-manager platforms, generating ideas under some of the tightest risk discipline in the business. Earlier, I ran my own book as a portfolio manager at Horizon. In between, I founded a hedge-fund allocation practice for family offices, conducting due diligence on 100+ managers globally — so I know precisely what allocators reward, and why most funds never scale. And as co-founder and SFC Type-9 Responsible Officer of a licensed asset manager, I built a firm's operations and compliance from zero. That 360-degree view is what I coach from. Breaking into a platform, surviving the pod-shop pressure cooker, making the analyst-to-PM leap, pitching allocators, or launching your own shop — I've done each of these myself, and I've mentored junior analysts through the early steps. The industry looks opaque from the outside; from the inside, it runs on patterns I've spent two decades learning, often the hard way. Tell me where you want to go, and I'll tell you honestly what it takes.

Paul can help with:

AI Automation

AI Financial Modeling

AI Fundamentals

Behavioral Interview Prep

Cover Letters

Freelancing

Fund Performance Evaluation

Hedge Fund Strategy

Investment Analysis

LinkedIn Review

Networking Strategy

Portfolio Management

Promotion Strategy

Resume Review

Risk Management

Salary Negotiation

Skill Building

Technical Interview Prep

Why do I coach?

Twenty-plus years at the sharp end of Asian equities taught me how careers in this industry are actually built. Surviving a serious illness changed why I work: I came away determined to give back, the way a professional coach once transformed my own trajectory as a junior. And as the father of a young son, staying connected with the next generation has never mattered more.

Work Experience

Independent Logo

Agentic AI Engineer

Independent

October 2025 - Present

Manage a personal global-equities portfolio as a live testbed for AI-augmented fundamental research. Designed and built ~30 working agents now in regular use — idea generation, company fundamental deep-dives, daily news runs and activist tracking, among others. Completed an intensive five-day Claude Code programme (Jun 2026), then built the agent suite through rapid hands-on iteration — from first agent to a working multi-agent research process in weeks. Structured research notes, models and decision logs for agent retrieval — a single-user working prototype of investment-team knowledge capture. Developed practical guardrails for decision-grade LLM output: source-grounding, verification steps and human-in-the-loop review.

Millennium Logo

Senior Analyst

Millennium

February 2024 - September 2025

Interviewer

Led initiatives to bring alternative data into a Japan market-neutral pod's research process — screened and evaluated ~10 external data vendors spanning POS, credit-card and weather data (retail), monthly B2B sales (industrials), flight-schedule data (airlines), daily container-freight rates, satellite imagery and game-sales data. Worked with an external software engineering vendor on a bespoke transcription tool for the investment team; Worked with the internal data-science team to integrate selected datasets into functional dashboards for investment team. Generated fundamental investment ideas for a senior portfolio manager covering Japan (generalist) under tight market-neutral risk budgets.

Metropoly Capital Logo

Head of Alternative Investments

Metropoly Capital

November 2019 - May 2022

Hiring Manager

Co-founder of the asset management firm, responsibilities included hedge fund assets allocation, oversight of private equity and real estate portfolios, business operations management, and talents acquisition

Metropoly Logo

Director

Metropoly

February 2019 - October 2019

Hiring Manager

Oversaw private equity and real estate portfolios for the family office; Led SFC Type-9 licensing initiative for the asset management business

Wingo Logo

Founder and Chief Investment Officer

Wingo

January 2019 - January 2024

Hiring Manager

Allocated proprietary capital to hedge funds, conducted due diligence and research on fund managers globally with a focus on fundamental equity strategies globally

Horizon Asset Management Logo

Portfolio Manager

Horizon Asset Management

September 2015 - April 2018

Interviewer

Ran a standalone book and provided stock ideas to a senior PM using a fundamental market-neutral approach with tight risk budgets; covered major Asian markets including Japan.

CLSA Logo

Regional Head of Transport Research

CLSA

March 2006 - August 2015

Hiring Manager

Led the regional transport research team advising institutional investors globally Asiamoney #1 Best Analyst in Japan (2013 — fifth consecutive year) and #1 Best Regional Transport Analyst (2013); #1 Best Transport Analyst in Japan (2014); Thomson Reuters StarMine top-3 stock picker, Transport (2014)

Education

University of Cambridge Logo

University of Cambridge

MA MEng, Manufacturing Engineering

2000 - 2004