VIENNE LEE

Investor for a world-leading AI+Education ecosystem

Founder of three profitable education ventures, managing +300 corporate clients from the capital market. Currently raising US$20 million for expansion capital, with start-up focused on serving executives learning Chinese for business, specifically Finance and FinTech sectors. A pioneer in the AI education for Finance Mandarin Masterclass platform.

Vienne Lee has 20 years of experience serving the finance and legal sectors in Hong Kong, Shanghai and Beijing. As the CEO, Program Director and Head Trainer for top Business Mandarin teachers at Finance Mandarin, she originates and designs comprehensive training to strengthen bankers’ Chinese language foundation, strengthen their understanding of Chinese government policy and regulations, and strengthen their necessary market intelligence. The return on investment becomes a reality as her clients excel on the most complex transactions across financial products.

Kevin Patric is Vienne Lee’s Client

American CEO of New York-based Hedge Fund, Asset Management and Hedge Fund Specializing in Coin Investments with AUM 50 billion USD

• Understand Chinese premier leader Li Keqiang’s speech

• Speak to China officials and financial regulators such as SAFE, CSIC, CBIRC, PBoC

• Give speeches to CSRC about Quant investment

• Successfully pass HSK Level 3 with full marks

• Possess China IPO Market Intelligence such as Alibaba & Tencent

• Attend Hangzhou Westlake Summit & Lujiazui Summit

Isaac Yan is Vienne Lee’s Client

Retired Risk Management Partner at KPMG, one of the big 4 Accounting Organizations

• Approve and entrust 300 hours for 10 partners from Tax, Accounting, Corporate finance, Advisory and Listing department

• Prevent risks for the Chinese government for 20 years in Beijing 

• Contribute to audit work of SOE (State-owned enterprise), NDRC, SASC and Red chip listings and restructuring such as Sinopec

• Engage with China financial regulators such as CSRC, CBIRC, Ministry of Finance and SASAC

• As a gatekeeper for KPMG for choosing long-term partnership

Kadir Lim, CFA, is Vienne Lee’s Client

Malaysian Fund Manager, IndusCapital, Hedge Fund focused on Asian Markets

• Ask sharp questions in Mandarin to make critical buying decisions

• Successfully pass HSK Level 6 in 8 weeks 

• Conduct due diligence meetings with Mandarin investors to build the portfolio

• Make judgement and maximize returns

• Handle key issues such as asset allocation, valuation and financial modelling

Tyson Wienker is Vienne Lee’s Client

Australian Managing Director of Digital Futures, LexisNexis

Tyson is an absolute beginner Mandarin Chinese learner. He is a former Navy Army in Australia with high discipline.

His takeaways:

• Communicate with Ministry of Justice and senior management in legal sectors in China

• Motivate and engage 170 Chinese sales staff in Beijing after 10 lessons

• Conduct customers seminar on debt-equity swap

Marco Li CFA, is Vienne Lee’ Client

Canadian Chinese Fund Manager, Global Asset Manager

• Ask due diligence questions in business meetings for decision making

• Succeed in Chinese long and short-term investment

• Investment Portfolio: energy, infrastructure, retail, automotive, banking, real estate, e-commerce

• Asset classes: Bond, Stock, Gold, SPAC

• Focus on China A-Shares, Hong Kong H Shares, and U.S. Stock

Daniel Nalesnik, CFA, MBA, is Vienne Lee’s Client

American Former Chief Administrative Officer at State Street, The Top 20 Largest Bank Holding Firm

• Work with Chinese colleagues to provide the best custodian services

• Give speeches in the biggest head office in Hangzhou to the entire Chinese staff

• Provide management solutions to Chinese companies such as ICBC

• Acquire the latest China market intelligence to prepare his meetings and job interviews

• Believe Finance Mandarin shines in three ways: Technology, Relevance, Teaching Quality