Osamu Watanabe is General Counsel at Moelis & Company where he leads the Firm’s legal and compliance department.
Prior to Moelis & Company, Osamu was General Counsel and Chief Compliance Officer at Sagent Advisors. Prior to that, he held senior positions at UBS, Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. Osamu started his career in private practice at Sullivan & Cromwell, working in New York, Tokyo, Hong Kong and Melbourne. He also clerked for the Honorable Morey L. Sear, Eastern District of Louisiana.
Osamu holds a B.A. in History from Antioch College and a J.D. from Yale Law School.
Angus Whelchel is a Managing Director and Head of Private Capital Markets at Moelis & Company, focusing on the Firm’s public and private market origination and distribution capabilities. Angus has more than 20 years of investment banking experience working with clients across all industries and has helped raise over $200bn of private capital globally across debt and equity.
Prior to joining Moelis & Company, Angus served as Global Head of Private Capital Markets in New York and Head of Private Capital Markets for EMEA in London at Barclays. Earlier in his career, Angus held positions in the Private Placement market at Lehman Brothers and GE Capital.
Angus holds a B.A. in Finance from the University of Vermont and an M.B.A from the College of William and Mary. He is also a CFA charterholder.
Ben is a Managing Director at MA Moelis Australia (the corporate advisory and equities division at MA Financial Group) where he is Head of Technology and covers the technology sector advising clients on a broad spectrum of transactions involving equity capital markets and M&A. Ben has been with MA Moelis Australia since it was established and has over 20 years experience in investment banking and accounting.
Prior to joining MA Moelis Australia, he was previously in the investment banking team at J.P. Morgan and prior to that at PwC. Ben holds a Bachelor of Commerce from University of New South Wales and is a member of the Institute of Chartered Accountants ANZ.
Raymond Wu is a Managing Director at Moelis & Company where he specializes in advising technology clients with a focus on software. He has nearly 20 years of investment banking experience with expertise across mergers and acquisitions and capital raising transactions.
Prior to joining Moelis & Company, Raymond was a Managing Director of Tech Investment Banking at SVB Securities. Before that, he worked at UBS where he specialized in advising education technology clients. Previously, he held investment banking and investing roles at Stifel Financial Corp, BMO Capital Markets and Battery Ventures. He started his career in the Software, Services & Media group at Broadview International (acquired by Jefferies).
Raymond holds an A.B. in Applied Mathematics from Harvard University.
Chris Wyke is Joint Chief Executive Officer of MA Financial Group and was one of the founders of the company in 2009. Chris has extensive restructuring, M&A and equity and debt capital markets experience.
Prior to joining Moelis & Company, Chris worked in investment banking for J.P. Morgan and UBS in London, Singapore and Sydney where he originated and executed a wide range of domestic and international transactions. Chris holds a Bachelor of Economics with Honours from University College London.
Shlomo Yanai is a Senior Advisor at Moelis & Company. Shlomo most recently served as the Chief Executive Officer and President of Teva Pharmaceutical Industries Ltd from 2007 to 2012. Prior to Teva, he served four years as the Chief Executive Officer and President of ADAMA Agricultural Solutions Ltd. During his nearly 15 years as a corporate executive, Shlomo has successfully completed over 20 acquisitions and integrations. Shlomo currently holds board positions at a number of companies and organizations including his role as Non-Executive Chairman of the Board of Directors and member of the Governance and Compensation Committees at Cambrex, Director of Perrigo Public Limited Company, and Chairman of the Board of Directors of Protalix BioTherapeutics.
Shlomo holds a B.A. degree in Political Science and Economics from Tel Aviv University and an M.P.A in National Resources Management from the George Washington University. He is also a graduate of the Advanced Management Program of Harvard Business School and U.S. National War College (NDU).
Hang Yuan is a Managing Director at Moelis & Company, where he specializes in advising corporate and financial sponsors clients on M&A transactions across the Asia-Pacific region. He has over 15 years of investment banking and private equity experience, with expertise in cross-border buy-outs, privatizations, and minority investments, as well as restructuring and financing transactions across a broad range of industries.
Before joining Moelis & Company, Hang was a Managing Director at SINO-CEE Fund, an affiliate of ICBC, where he led the fund’s cross-border investments into Europe. Prior to that, he spent a decade in investment banking roles leading numerous landmark M&A transactions at Merrill Lynch Asia Pacific and Deutsche Bank.
Hang holds an MPhil in Finance from the University of Cambridge and a BSc from the University of Warwick.
Xiuping Zhang is a Managing Director and Head of China at Moelis & Company. With over 25 years of investment banking experience, Xiuping specializes in advising Asian, European and US clients on cross-border mergers and acquisitions across a broad range of sectors.
Prior to joining Moelis & Company, Xiuping was a Managing Director and Head of Asia M&A at Merrill Lynch. Previously, she was a Managing Director and Head of China M&A at Deutsche Bank. She started her investment banking career at J.P. Morgan in New York.
Xiuping holds a B.S. from Shanghai Jiao Tong University and an M.B.A. from Rollins College.
Irene Zhang is a Managing Director and Global Head of Tax at Moelis & Company. Irene oversees the Firm’s global tax strategies and operations and is responsible for tax planning, reporting and compliance. Irene has over 20 years of experience as a senior tax advisor and strategic business partner to financial services firms and alternative asset management businesses.
Prior to joining Moelis & Company, Irene was with Ernst & Young’s M&A transaction tax practice where she advised private equity sponsors and corporate strategic investors on a variety of transactions, including M&A, divestitures, restructuring, fund formation and cross-border planning. She began her career in Deloitte & Touche’s Private Client Advisor group where she advised asset management funds and their general partners on tax reporting and planning.
Irene holds a B.S. in Business Administration with a concentration in Accounting and a M.S. in Taxation, both from the Zicklin School of Business at Baruch College. She is a Certified Public Accountant.
Xiaoying Zhong is a Managing Director at Moelis & Company where she specializes in advising clients across the software and internet sectors. Xiaoying has over 15 years of experience in the sector, having advised clients on a number of strategic and high profile M&A transactions.
Prior to joining Moelis & Company, Xiaoying was a Senior Managing Director of Tech Investment Banking at SVB Securities. Prior to that, she spent ten years in the Corporate Advisory Business at Evercore focusing on the Information and Technology industries. Before Evercore, Xiaoying worked in the Technology Group at Jefferies and began her career as a systems software engineer at Analog Devices working on physical layer communications software for mobile phones.
Xiaoying earned a Bachelor of Science degree in Instrumentation Engineering from Southeast University in China and an MBA from the Sloan School of Management at MIT.
Elan Zivotofsky is a Managing Director at Moelis & Company where he specializes in providing financial and strategic advice to technology clients. Elan has over 20 years of investment banking experience, specializing in raising capital for and investing in Israeli companies.
Prior to joining Moelis & Company, Elan served as Managing Director at Ibex Investors, where he led the funds’ growth stage venture investments in Israel. Prior to that he was a Founding Partner at OurCrowd, a Jerusalem-based investment platform. Before OurCrowd, Elan was Head of Technology investment banking at Lehman Brothers and previously worked at Goldman Sachs, both in Israel. He began his career at Morgan Stanley in New York.
Elan holds a B.A. in History from the University of Pennsylvania.
Dan Zweben is a Managing Director at Moelis & Company where he advises a broad spectrum of clients in the media, entertainment, sports and gaming industries. Dan has extensive investment banking and corporate law experience and has completed a number of high profile mandates advising clients on mergers and acquisitions, debt and equity capital raises and restructurings and recapitalizations.
Prior to joining Moelis & Company, Dan held roles at Lazard and UBS Investment Bank. He began his career as an M&A lawyer at Skadden, Arps, Slate Meagher and Flom in New York City. Dan holds a B.S.M. in Finance and Economics from the A.B. Freeman School of Business at Tulane University and a J.D. from Brooklyn Law School.