Our greatest assets are our people and our reputation. We believe in fostering a culture of teamwork, communication and integrity. We consistently apply these core principles to our relationships with our portfolio companies and investors.
We believe that we will succeed by working collaboratively and flexibly. We run a flat organization where everyone’s voice is heard.
We believe in open communication and full transparency.
We believe in the fundamental importance of integrity. We don’t compromise the integrity of the individual or the firm for economic gain.
We want to work with companies that demonstrate similar values.
25 years as an investment banker in Asia, Europe, US and Middle East
21 years at Lehman Brothers and subsequently 4 years at Nomura
17 years in Hong Kong working throughout Asia Pacific
Senior Roles at Lehman Brothers
Co-head of Asia Pacific Investment Banking 1999-2002
Head of European Financing (ECM, DCM, Lev Fin, Private Derivatives, Corporate Broking) 2003-2006
Co-head of European Equities 2007-2008
Senior Roles at Nomura
CEO Middle East and Africa 2008-2009
CEO Asia Pacific and Middle East 2010-2012
Joined Stem Financial in Jan-2014
Led due diligence and execution of our investments in Esquire, Tanay Rural Bank, Acclime and APA
4 years as an investment professional in US
2 years at Health Evolution Partners, a $500M middle-market private equity firm
2 years at Goldman, Sachs & Co. Investment Banking Division
Graduated with a Bachelors from UC Berkeley, Haas School of Business
Joined Stem Financial in 2016
Worked on M&A and Capital Markets transactions in Philippine investment banks
Multinational Investment Bancorporation, Corporate and Investment Banking Group
Amalgamated Investment Bancorporation, Investment Banking and Capital Markets Division
Graduated with a Bachelors from University of the Philippines-Diliman, School of Economics
Joined Stem Financial in 2019
Responsible for Operation and Research
Graduated with Bachelor Degree of City University of Hong Kong in Quantitative Finance and Risk Management
Independent Director of Stem Financial’s investment vehicles since 2014
4 years at HSBC in investment banking and markets
8 years at Running Bare (UK) as Founder and MD (Australia’s largest women’s active wear brand)
Currently an Advisor at Atlantic Partners (single family office) in Asia Pacific
Serves as Director on various companies in Asia Pacific
Joined Stem Financial in Jan-2015
Working principally on the development of Tanay Rural Bank, with specific focus on enhancing corporate governance, deepening regulatory relations and reinforcing support and control functions.
25 years as a banker at Chemical Bank, Barclays, Credit Suisse, Lehman Brothers and Standard Chartered Bank in Asia and Europe
Senior Roles at Lehman Brothers
Head of Equity Capital Markets Asia 2005-2008
Senior Roles at Standard Chartered Bank
Global Head of Equity Capital Markets 2009-2013
Most successful corporate services executive in Asia. As CEO, built Vistra Group from small regional player to Global #3 in 9 years.
Expanded geographic reach from 5 countries employing c300 staff to 46 countries with over 4,100 staff.
Executed 35 M&A transactions in 7 years. Exceeded equity returns for 3 successive PE owners.
Oxford educated Magic Circle corporate finance lawyer who founded 2 separate TCSP businesses in 2009: Nova Sage (an offshore incorporation business) and AFP Group (Trust and Fiduciary Services).
Successfully grew both companies from seed to trade sales in 2012 and 2015, respectively. 2012 to 2016 - personally drove sales pipeline to achieve organic growth in excess of 30% year on year.
Experienced in integrating acquired businesses regionally in Asia, both as seller and acquirer of businesses.
Proven track record in emerging markets. Built regional client services and sales team in Greater China and SE Asia.
Robert B. Jordan, Jr.
Started career in credit as Assistant Manager of RCBC and later as Assistant Vice President of UCPB
In 1997, founded Asialink Finance Company in partnership with the Lugtu family
CEO of Asialink Finance Group (1997 – present)
Currently oversees 10+ successful companies in financing, credit investigation, loan collection, insurance and manpower sourcing
Graduated from University of the Philippines with AB in Economics and MBA from Ateneo
More than 20 years of experience in Credit and Corporate/Commercial Banking covering roles in loan marketing, evaluation approval, and supervision/maintenance of loan portfolio
Spent 12 years in Philippine banks and 11 years in the Middle East in various senior positions including Senior Vice President of the Wholesale Credit Risk Division of Gulf International Bank
Graduated from Ateneo de Manila University and MBA from University of the Philippines
Spent more than 20 years in senior audit functions with local universal and savings banks focused on HO and branch operations / processes
Joined TRBank in 2017 as Head of Internal Audit
Promoted to COO role in 2023
Responsible for implementation of process improvement initiatives across the bank
Graduated from Tarlac State University with BS Accountancy
Chief Administrative Officer, TRBank
Started career as an Associate at SGV Co. in 1997 and later held various finance positions in Araneta Group of Companies and U-Land Airlines
More than 20 years experience in the Bank where he started as a management trainee in 2001
Graduated cum laude from University of Santo Tomas with BS in Accountancy
CPA since 1997
Head of Loans Marketing, TRBank
25 years of experience in financial institutions in the Philippines and Middle East covering relationship management, research and analysis, market development, and risk management.
Finished Bachelors from the University of Asia and the Pacific, with specialization in Quantitative Economics. Attended the Graduate School of Business of De La Salle University for Masters in Business Administration (non-graduate: thesis pending).
Head of Collections, TRBank
Started career in banking as credit officer for middle market loans at UCPB
4 years as GM of Global Dominion Financing, responsible for marketing and operations
Currently oversees operations at Tanay Rural Bank
Responsible for successful implementation of the bank’s credit strategies set by the Board
Graduated from University of Santo Tomas with BS Commerce Major in Economics
Founded Inveztor™ in 2020
Previously held senior M&A consulting roles at PwC in the UK & North America and dealt with Fortune 500 clients in banking & technology sectors
Prior to PWC, worked at Nielsen and instrumental in building an award-winning start-up in New Zealand
Masters in Finance from HEC Paris / University of Sydney
Co-founder of Inveztor™
Previously Vice President and EMEA Head of Design and Implementation at Deutsche Bank
At Deutsche Bank, led the development and launch of a new global architecture covering 10,000 deals and 18,000 clients
Graduated with a Bachelors degree in Mechanical Engineering from Oxford Brookes University
Co-founder and CEO
Zipline entrepreneur who has been based in HK for past 15 years
Visionary behind APA’s zipline attractions and thought-leader in experiential activation
Holds honours degree in Mechanical Engineering
Co-founder and CFO
Zipline and private equity investor who has been based in Hong Kong for the past 33 years
Serial entrepreneur that has owned and operated numerous consumer businesses with experience across many sectors and regions