XUSHEN ZHAI

Investment Director

COFCO Capital Corporation

01.2016 - Current

Developed annual investment strategy and risk control plan for portfolios encompassing private equity, private real estate, private debt, and infrastructure
Conducted thorough macro- and micro-level analysis to form top-down and bottom-up views, reporting regularly to the Investment Committee
Extensive experiences in Liability Driven Portfolio construction for over 15 years
Sourced and conducted due diligence on institutional asset managers, negotiating IMA (Investment Management Agreement) and SMA (Separately Managed Account) structures
Oversaw multi-asset portfolios (private equity, private REITs, private debt, hedge FoF), ensuring alignment with overall strategy and risk parameters
Regularly evaluated manager performance (risk, return, and style) to provide actionable recommendations to senior leadership
Implemented quantitative models for scenario/sensitivity analysis and stress testing, adapting the portfolio strategy as market conditions evolved
Acted as Managing Director of COFCO Capital HK to drive global asset management initiatives, including real asset and alternative investments
Served as Responsible Officer (Type 1, 4, 9 licenses) from July 2020 to October 2020, ensuring compliance with regulatory frameworks to serve pension investors in HK with reputable US SMA Managers
Prepared board-level and committee-level materials on performance, asset allocation updates, and risk reports
Mentored junior analysts and contributed to organizational culture by setting high standards for integrity, accountability, and quality control

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