#31. Quinntessential Questions with Sean Quek: From Equity Research to Portfolio Management

17/03/2025 1h 16min

Listen "#31. Quinntessential Questions with Sean Quek: From Equity Research to Portfolio Management"

Episode Synopsis

In this episode of The Quinntessential Questions Podcast, we dive into the dynamic world of finance with a seasoned professional whose career spans auditing, equity research, private banking, and leading high-performing teams. Sean Quek shares valuable insights from working in Hong Kong, transitioning between investment and private banking, and building conviction in investment strategies.We also discuss the balance between technical expertise and stakeholder management, staying ahead of financial trends, and the impact of AI on the industry’s future. Beyond finance, the conversation touches on personal motivations, influential books and personalities, successful habits, and even fitness routines and goals for 2025.Whether you're a young professional looking for career advice or a finance enthusiast eager to learn about the evolving investment landscape, this episode offers something for everyone.🎧 Tune in now, and don’t forget to like, comment, and subscribe!GUESThttps://linkedin.com/in/sean-quek-cfa-969b52119PAUL QUINNInstagram: ⁠⁠https://www.instagram.com/taipansg/⁠⁠YouTube: https://www.youtube.com/@WPCareerCoachingApple: https://podcasts.apple.com/us/podcast/the-quinntesssential-questions-podcast-with-paul-quinn/id1764230785LinkedIn: ⁠https://www.linkedin.com/in/paul-quinn-wp1/⁠OUR SOCIALSWebsite: ⁠https://careercoaching.westport-partners.com⁠LinkedIn: ⁠https://www.linkedin.com/company/westport-partners-career-coaching/⁠Instagram: ⁠https://www.instagram.com/westportpartnerscareercoaching/⁠Facebook: ⁠https://www.facebook.com/people/Westport-Partners-Career-Coaching/61558129585059/(0:55) Intro(02:59) Audit Experience(06:56) Career Post Auditing(07:48) Equity Research Process(09:37) Becoming the Head of Research(12:36) Working in Hong Kong⁠(16:54) Transition to Private Banking⁠(18:54) Investment Banking vs Private Banking(21:49) Leading the Alpha Team(25:49) Investment Conviction⁠(27:06) Building High Performing Teams⁠(31:36) Balancing Technical Skills and Stakeholder Management⁠(32:55) Working with University Students(35:02) Advice for Young Professionals(41:04) Staying Abreast of Trends⁠(42:13) AI and the Future(45:30) Personal Motivations⁠(47:29) Public vs Private Sector⁠(51:11) Most Impactful Books(53:39) Influential Personalities(57:56) Successful Habits(1:01:19) Fitness Routine(1:08:08) Favourite Athletes(1:11:23) Goals for 2025⁠(1:14:17) Being a Co-InvestorThe views and opinions expressed herein are solely those of the author(s) and do not necessarily reflect the official policy or position of any company or organisation (or similar), its affiliates, subsidiaries, partners or its employees.

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