Team
We draw on our global network to assemble a team of experts.
We also bring a strong interest in coaching and capability building, with an emphasis on emotional intelligence and effective stakeholder relationships.
Zenith C. H. Choi
Founder,
Chief Executive Officer
Mr. Choi is the Chief Executive Officer and Responsible Officer of Excelerate Fund Management Limited (EXFM). He has over 30 years of in-depth knowledge and practical experiences in a wide range of financial products and services such as equities, fixed income, FX, various type of derivatives products, structured products, wealth management, and asset management business. With Mr Choi incomparable investment technique and foresight, he managed a sizable investment portfolio of over US$200million with exceptional return when he was in Credit Suisse AG Bank.
He has an extensive experience and strong network in the industry and has held senior positions at leading & renowned global financial institutions in Asia such as the UBS, Standard Chartered Bank, Citibank, Fubon Bank, DBS Bank, RBS Coutts Bank and Credit Suisse AG Bank. Apart from the investment experience, Mr. Choi’s last interbank job was Head of FX trading in Fubon in 2004. He left interbank market and started his private banking life in 2005 until 2013. Mr. Choi started to in the asset management field in 2014 and set up EXFM in 2017. His expertise in the financial market is diversified and incomparable.
Mr. Choi is a Full Member of Treasury Markets Association since 2004, and holds Type 9 asset management license. He is also a qualified private equity manager in China since 2022. He was awarded Bachelor of Business from the Victoria University in Australia in 2010.
Catherine S. M. Fung
Founder,
Chief Compliance Officer
Ms. Fung is the Compliance Officer and Chief Financial Officer of EXFM. She has over 18 years of extensive experiences in corporate finance, including initial public offering, mergers and acquisitions, financial advisory for listed companies, investment advisory for private equities fund and fund raising for private entities. Ms. Fung held senior positions in big five accounting firms including Grant Thornton and Ernst & Young and was a founder of a corporate finance company in Hong Kong.
She was also the Investment Director of LDC, the private equity arm of Lloyds Bank in the United Kingdom, which was focused on potential projects in China. Ms. Fung had also spent a number of years in setting up a venture with 100 staff in Shanghai, China and was subsequently acquired by a listed company in Hong Kong. Besides her extensive experiences in corporate finance, she was also the deputy compliance officer and financial officer of Prince Fund Management Limited, a Type 9 licensed company for not less than 3 years.
She was a licensed Type 6 financial advisor by the SFC and was also trained as an accountant in Ernst & Young. She was graduated in Bachelor of Finance degree in The University of Manchester, England and was also awarded the Bachelor of Law degree from The University of London, England.
Ho Wai Keung
Chief Investment Officer,
Global Market
Mr. Ho is the Chief Investment Officer and Responsible Officer of EXFM since Dec 2022. He Started his first interbank FX job in 1983 at Standard Chartered Bank (SCB) and he was in charge of all HKD related products at the time when he left SCB in 1997. As one of the major HKD player, he was fighting at the centre of HKD crisis such as HKD decoupled with GBP, and HKD pegged with USD, and the attack from international hedge funds in 1997-98! Besides, Mr Ho also actively managed FX portfolio during GBP crisis in 1992 and credit crunch in south American in 1994. Numerous exposure in different financial crisis and helped him accumulated handful experience in handling different crisis. After 1997, Mr Ho joined a few top tier world class investment banks for more challenging trading life. He held senior positions and led successful trading teams in Tokai Bank, JPMorgan Chase Bank and UBS during the year 1998-2014. He used to be the biggest player in HKD Hibor futures in Hong Kong. Mr Ho finally settled with Hong Kong Monetary Authority and became one of the key portfolio manager in managing the Hong Kong Exchange Fund during 2014-2019 and retired in 2019. His last job brought him more in-depth knowledge in managing huge position and the long term economic trend and policy too
Mr Ho Holds a Type 9 license in Asset Management and graduated from Macquarie University Master Degree in Applied Finnace, Mr Ho served the Scout Association of Hong Kong for 40 years. His last position was Assistance Chief Commissioner in 2023.Mr Ho is also a guess speaker in Risk Management for a Regular Master Degree program in Chinese University of Hong Kong
Matthew R. Harper
Chief Investment Officer,
Australia
Mr Harper is the Chief Investment Officer of EXFM in Australia. He is one of the most experienced Australian dollar and G10 currency traders in the world who has over 30 years of foreign exchange trading expertise. He ran the trading floor for Japanese, English and US investment banks for over 10 years. He was the No.1 money earner for NatWest Bank in Asia and executed billion dollar deals for George Soros in early 2000. In 2002, he partnered with ex-Prime Minister Turnbull to commence his fund management business in trading currencies and uf,US$275 million AUM and its strategy was awarded the Finalist in the Australian and Asian Hedge Fund Awards in 2008-2013. Excalibur Fund produced an uncorrelated, superior risk adjusted return with consistently low volatility and generated an average net return of 10% for over 7 years during varying market conditions.
Mr Harper holds a Bachelor of Commerce degree from UNSW and is a Fellow of the Financial Services Institute of Australasia. He was previously a member of US National Futures Association (NFA) and a Responsible Officer for ASIC AFSL (Australian Financial Services License) for over 10 years. He currently hold a Type 9 Asset Management licence in Hong Kong
Raymond W. M. Pao
Chief Investment Officer,
Private Equity
Mr. Pao is the Chief Investment Officer in private equities. He has almost 30 years of experience in the financial field, He spent most of his time in global investment bank trading desk in macro trading such as FX, Interest Rates, Derivatives, Options and Futures. He held senior positions and managed sizable teams in various reputable investment banks in the industry. He was the Executive Director of Goldman Sachs in 2008 to 2013, Vice President in AIG Hong Kong and Tokyo office in 1997 to 2007 and Executive Director in Beijing Gao Hua Securities. His was responsible to set up proprietary trading desk in KGI in 2013 to 2015. He then started his own private equity business since 2015.
Mr Pao is holding a Type 9 Asset Management license and he was graduated from the University of Waterloo in Canada with Applied Science Degree.
Elton K. Y. Man
Chief Risk Consultant
Mr. Man is the Chief Risk Consultant of EXFM. He has been involved in the investment and financial industries for over 40 years and has extensive experience in securities, bullion, foreign exchange, futures and option trading. Mr. Man has held various senior positions with prominent banks, international financial institutions and listing companies in Hong Kong. He was responsible for different functions including Dealing, Hedging and Arbitrage, Operation, Risk Management, Asset Management, e-business and Financial Information.
Mr. Man has good experience in managing and supervising Regulated Activities in Hong Kong. He has been a Responsible Officer for Regulated Activities Type 1,2,3,4,5,6,7 and 9. Mr. Man holds a Bachelor Degree in Business Administration from The Chinese University of Hong Kong. He has been an independent non-executive director of Tradego Fintech Limited (stock code 8018) since 29 August 2018, which is a company listed in HKEX.
Barry Chan
Marketing & Consulting Officer, CPA
Mr. Chan is the Marketing and Consulting Officer of EXFM. He has been engaging marketing, managing, and consulting services in financial sector for more than 30 years. He has extensive experience in project/corporate financing, and business consulting for both private and public sectors. He held board member position in Foreign Enterprise listing company in year 2006.
Mr Chan was in the position of financial controller in a Shanghai based chemical enterprise in 2000. He had also participated in several China projects in various areas, like property development, financial institutions, and electronics and distributorship retail business during the years from 2002 to 2014. Mr. Chan is now located at Australia to liaise with clients there on behalf of EXFM.
Mr Chan is a CPA in Australia. He obtained his Master of Accountancy and Bachelor of Banking and Finance from University in Australia.
Curt Gossow
Portfolio Manager
Mr Gossow is the Portfolio Manager for EXFM. He brings a wealth of knowledge on a strategic & quantitative level with over 18 years’ experience in the financial markets.
He began his investment career with ING Direct in the treasury as a Money Market Dealer, where he was responsible for dealing $300 million on a daily basis through issuing Bonds, Swaps as well as Mortgage Backed Securities (MBS) to name a few. He was also accountable for forecasting the banks’ balance sheet.
Succeeding this he was Chief Investment Strategist at Rubic Capital, which consulted to hedge funds on quantitative products and strategies. He spent his time designing algorithms that searched for alpha in the markets through a heavily econometric, statistical & machine-learning methodology.
Afterwards he was appointed Chief Investment Officer at 8Point Asset Management where he designed the trading model of their investment product from the ground up. He was in charge of making asset allocation decisions based on the desired risk management profile of the strategy as well as monitoring the performance and ongoing modelling adjustments. Subsequently its strategy was awarded the Finalist in the HFM AsianHedge Awards 2019, Best Emerging Manager. And nominee by Eureka Hedge in the Asia Hedge Funds awards 2020, for Best CTA/Managed Futures Fund.