Founder and Portfolio Manager Tom Lin has extensive experience in the Asian equity markets as an analyst, investor, and an investment banker. Prior to founding the firm, Mr. Lin managed and launched technology equity sales units for Merrill Lynch, Lehman Brothers, and Deutsche Bank, as well as held a sector analyst role at Anthion Capital. Mr. Lin lived and worked in both Taiwan and Hong Kong for a combined 20 years.

0:30 With his 16 years of experience Tom Lin has worked in the sell side and buy side in Hong Kong, China, Taiwan and New York
1:35 MMA Pan Asia’s fundamental long/short technology strategy
2:54 Using Apple as an example to explain the Fund's strategy
3:59 How MMA conducts a bottom-up view of companies that have been doing poorly and scenario analysis to determine upside and downside price
5:36 Expectations and slowdown of Apple, Nokia & Blackberry - what do they have in common?
9:23 Tom Lin explains why they are bearish on semiconductors and how it coincides with the growth of smart phones in the last 5 years
10:04 Alternative energy: interest in the growth of solar energy
11:04 Japan's extensive automation sector and the increasing profit margins with the move to automation
13:35 Identifying the risks in MMA's portfolio and its preparedness for the next financial crisis
15:47 Quantitative Easing (QE) and its impact on tech companies and share buyback

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Key Dates:
2009 - Present: Founder, MMA Pan Asia Fund Management, LLC
2009: Senior Global Technology Analyst, Anthion Capital
2007 - 2008: Head of Global Technology Sales, Macquarie Securities USA e
2004 - 2007: Head of Taiwan Sales, Deutsche Bank (Taiwan & US)
2003 - 2004: Taiwan Sales & Research, Lehman Brothers Taiwan
2000 - 2003: Technology Research, Merrill Lynch Asia (Hong Kong)
M.B.A., Cornell University
B.A., Boston University