Wendy M. Jeffus

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O Capital

O Capital
O Capital, founded by Bruce Ou in the summer of 2009, in partnership with Clark University, was a student-run investment team that provided equity research for a small portfolio.  The core analysts have all completed their graduate finance degrees. While we are currently not seeking new analysts, resumes along with letters of interest are always welcome.
Core Investment Team
Stephanie Liang: Stephanie graduated from Xiamen University with a major in Finance and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management. She previously completed an internship at a CPA firm. She is experienced in asset assessment and skilled at writing and reviewing reports.
 
O Capital Alumni
Ellen Li, Corporate Ratings Analyst at Standard and Poor's, Shanghai, China. Expertise: Heavy Industry (Machinery, Building Materials, Oil & Gas, Utilities, etc.)
 
Le Lu, Investment Research Analyst at Evalueserve, Shanghai, China. Expertise: China Strategy and Macroeconomics.

Ting (Tina) Lu, Research Manager at SANY Auto Finance Co., Ltd., Changsha, China. Expertise: Global Financial Institutions.

Albert (Mingtian) Wang, Risk Manager at China Pacific Asset Management Co., Ltd. in Shanghai, China. Expertise: Risk management and Insurance.

Kevin (Zhanzheng) Wang, Secretary of the Board & Junior Financial Analyst at Shanghai Prosperity Investment Management Co., Ltd., Shanghai, China. Expertise: Fundamental Analysis.

Rhing Zhu, Banker Trainee at HSBC Banker Development Programme, Shanghai, China. Expertise: Global Banking.
Copyright 2013 - Wendy M. Jeffus