Exploring the intersection of finance, data science, strategy, and most critically, Real Estate.
About Me
I have a strong background in strategy consulting, particularly in marketing and new market entry. With six years of experience working on complex projects for some of the largest firms in Asia, I pride myself on being one of the few who can tackle challenges that leave executives uncertain. I led my strategy consulting firm, OOSGA, as it grew in Taiwan and expanded quickly into Singapore and Japan.
After COVID, I decided to transition into real estate, a sector I had little knowledge or experience in but was fascinated by. After building bpm.com.tw, I gained the attention of some of the top developers, retailers, and brokers in Taiwan. I then helped them model their location strategies and develop frameworks and structures for portfolio management. It became clear to me that I had identified something the sector wasn’t paying much attention to.
However, to truly add value in this emerging trend, I realized I needed more than just strategy, statistics, and my limited digital expertise—I needed a deep understanding of finance and the data science behind it. This is why I’m committed to pursuing the knowledge and expertise required to explore the intersection of these fields, as mentioned in the headline.
I am currently working in investor relations for a land developer and private equity firm focused on residential development projects in the U.S. While not directly involved in the frontline deals, I’ve had the opportunity to observe how the sell-side operates in real estate financing.
What I do
In the meantime, I’m working to deepen my financial acumen and explore the intersection of finance, data science, strategy, and real estate. I built this website with three main goals:
- To document my journey, treating it like a study note where I can both teach and learn.
- To inspire others to join me on this path, with the hope that we can discover something together.
- To showcase my capabilities and attract great opportunities.
My Goal
There is a list of skills I am looking to acquire in the coming years and a list of projects that I will build. I will..
- become a CFA charterholder [Level I in 2026 | Complete before 2029]
- acquire MS-DS [Complete before mid-2027]
- build tracker on Southeast Asian real estate market. [Industrials, Retail, Residential | OOSGA]
- become very comfortable with advanced statistics, financial modeling, data engineering, as well as more ML/DL techniques
- build property tracker for Taiwan [Residential | BPM]
- build comprehensive market tracker [US | LotsCap]
- build real estate portfolio management library [Similar to pyportfolioopt/backtrader]
- deliver crowdfunding projects [US/TW | BPM, LotsCap]
Selected Speaking +
Workshops
- 台鐵(Taiwan Railway Corp) | 2019
- 財團法人塑膠工業技術發展中心(PIDC) | 2020
- 上銀 / 大銀(HIWIN)| 2020
- 工業研究院(ITRI) | 2020
- 商業研究院(CDRI) | 2021
- 寶成工業(POU CHEN) | 2022
- 聯合利華(Unilever) | 2022
- 資策會(III) | 2023
- 順豐快遞(SF Express, SEA) | 2023
Selected Press +
Interview
- 經濟日報(Economic Daily News)| 2022
- Bloomberg | 2023
- 中央社(CNA) | 2023
- 環球時報(Global Times CN) | 2023
- 日本経済新聞(Nikkei) | 2023
- 龍騰文化 | 2023
- CNBC | 2024
Engagement +
Projects
Only shows projects where I am in charge of leading and with more than 100K USD in revenue
-
Engagement | Agile Transformation Project
Top 3 Electronic Manufacturer in Japan -
Engagement | Agile Transformation Project
Global FMCG, Taiwan Office -
Engagement | Agile Transformation Project
US Multi-level Consumer & Care, Taiwan Office -
Engagement | Digital Transformation Project
Top 3 Car Manufacturer in Taiwan -
Engagement | New Business Venture
Taiwanese Global Electronic Corp -
Engagement | Market Entry Project
Taiwanese Electronic Corp (Office Supply Dept) -
Engagement | Digital Transformation Project
ITRI 工研院生醫所, Member Firms -
Engagement | Market Entry Project
CDRI 商研院行銷所, Project Firms -
Engagement | Market Entry Project
III 資策會, Project Firms
Firms +
Related Entities
- Founder, OOSGA | Asian Focus Cross Border Consulting Firm
- Founder, BPM | Real Estate Insight & Property Analysis Platform
- Creator, LotsCap | US Real Estate Intelligence Platform
- Writer, TheClaas | Literature Platforms