Kai Pan
Portfolio Manager-Equities at Wasatch Advisors, Inc.
Profile
Currently, Kai Pan occupies the position of Associate Portfolio Manager at Wasatch Advisors, Inc. He has 19 Years of Industry Experience.
Prior to joining Wasatch, Dr. Pan was a sell-side analyst for nine years at Morgan Stanley covering property-and-casualty insurance companies, including Berkshire Hathaway.
From 2004 to 2009, he was a buy-side analyst at New York City-based Stadia Capital, a long/short equity fund that was part of FrontPoint Partners and Morgan Stanley Investment Management.
Before his investment career, he spent five years in Silicon Valley at a start-up company, modeling natural-catastrophe risks.
He received Bachelor’s degrees in Civil and Environmental Engineering from Tsinghua University in Beijing, Master’s and PhD degrees in Structural Engineering from Johns Hopkins University in Baltimore and a Master of Business Administration from New York University Stern School of Business.
Kai Pan active positions
| Companies | Position | Start |
|---|---|---|
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Portfolio Manager-Equities | 31/03/2019 |
Former positions of Kai Pan
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 31/03/2019 |
Stadia Capital LLC
 Stadia Capital LLC Financial ConglomeratesFinance Formerly Red Coat Capital, long/short hedge fund manager Stadia Capital LLC (SC) was founded in 2001. The firm is located in New York City. | Analyst-Equity | 30/12/2006 |
FrontPoint Partners LP
 FrontPoint Partners LP Investment ManagersFinance Founded in 2001, FrontPoint Partners LP is a hedge fund manager headquartered in Greenwich, Connecticut. The firm's clients are private pooled investment vehicles which are offered to investors on a private placement basis and separately managed accounts for institutional investors | Analyst-Equity | - |
Training of Kai Pan
| Tsinghua University | Undergraduate Degree |
| The Johns Hopkins University | Doctorate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Stadia Capital LLC
Stadia Capital LLC Financial ConglomeratesFinance Formerly Red Coat Capital, long/short hedge fund manager Stadia Capital LLC (SC) was founded in 2001. The firm is located in New York City. | Finance |
FrontPoint Partners LP
FrontPoint Partners LP Investment ManagersFinance Founded in 2001, FrontPoint Partners LP is a hedge fund manager headquartered in Greenwich, Connecticut. The firm's clients are private pooled investment vehicles which are offered to investors on a private placement basis and separately managed accounts for institutional investors | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
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