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ABOUT US

About Us

Who we are

Winquest Capital is a Pre-IPO Investor and Closed-End Fund. We dedicated to servicing the needs, hopes and dreams of small and mid-sized enterprises (SMEs), their owners, their leaders, and their investors.

About Us

We are a California-based investment firm that specializes in investing and helping small and medium-sized enterprises (SMEs) grow and succeed. With a focus on the underserved SME market, we invest our own capital and provide comprehensive services to guide companies through the IPO process and beyond. Our mission is to help SMEs connect and transition for growth with passion and honor, and our vision is to be the recognized leader in the global finance market. Join us on our journey to success.

Our Vision

Creating a world where every SME has equal opportunity to succeed

Winquest
Capital

Our Story

Although economic trends ebb and flow, technologies come and go, and businesses shrink and grow, the unique challenges faced by small and mid-sized businesses remain. Those challenges often include, limited capital availability and tight cash flows, generational transitions, employee recruiting challenges, the need for mentors and the sense of isolation which can limit the potential for the business.

Many owners of SMEs also eventually face the problems associated with exiting the business when they want to transition or retire. Getting exposure to a larger number of potential buyers and navigating the exit can be a daunting experience for any business owner. At Winquest we have assembled a team with the experience, tools, and skills to help SMEs meet their unique challenges and connect with other people and resources to help light their path and lighten their burdens.

Our Team

Our growing employee team and our network of dedicated business professionals provide unparalleled knowledge, experience and resources all focused on meeting the needs of our clients and their small and mid-sized businesses. 

We are always looking for dedicated people to add to Winquest Capital’s talented team. Please contact us if you are interested in joining us on an exciting, challenging, and rewarding journey.

Managing Partner:
Renee Xue

A proven executive with over 20 years of diverse finance and investment experience. Provided strategic financial support for many organizations in all stages from startups to Fortune 500 companies, across different industries. Partnered with numerous emerging companies to strengthen the foundation of their business, accelerate organic growth, and complete strategic add-on acquisitions, positioning the enterprises as best-in-class industry leaders. Managed and grew various investment funds in emerging markets.

Renee holds an Executive MBA from UCLA Anderson and a Business Analytics from Harvard Business School. She resides in Irvine, CA.

Managing Partner:
Ian Zhou

Ian Zhou is a seasoned professional with over a decade of experience in the capital markets and financial industry. He is widely recognized for his exceptional talent in orchestrating complex financial transactions. Throughout his career, Ian has held pivotal positions at multiple public companies, where he demonstrated a remarkable ability to masterfully craft funding strategies, execute IPO transactions, and oversee strategic financial operations. His consistent track record of achieving outstanding results speaks to his proficiency in navigating the intricacies of the financial landscape.

His outstanding achievements were further highlighted when he was honored as one of the “Forbes Top 100 Outstanding Chinese” in 2022, a testament to his exceptional expertise and contributions to the industry. Ian holds a master’s degree in Management from California State Polytechnic University and is currently pursuing an MBA degree at UCLA Anderson School of Management.

Managing Partner:
Russell Morgan

With a distinguished career spanning decades, Russell Morgan stands as a beacon of financial acumen and strategic foresight in the business world. His exceptional expertise in corporate finance is backed by a rich history of roles that have seen him at the helm of financial operations, steering companies toward fiscal growth and stability.

At Pilot Inc., an eminent auto accessories enterprise, Mr. Morgan has been the linchpin since March 2020. Here, he has masterfully overseen a vast array of financial functions, from accounting and financial reporting to budgeting, forecasting, and intricate financial analysis. His role has been pivotal in ensuring the company’s financial health and forward momentum.

What truly sets Mr. Morgan apart is his unique ability to blend creativity with methodical precision. He possesses an uncanny knack for detecting financial anomalies, analyzing them with a discerning eye, and researching them to their core to ensure the financial integrity of the organizations he serves. Russell Morgan is poised to usher in a new era of financial excellence, leveraging his vast experience and unparalleled skills to drive the firm to new heights.

General Counsel:
Edward G. Operini

Edward G. Operini is an experienced business lawyer with expertise in Business And Commercial Litigation areas of regulatory law. Mr. Operini has been practicing law for 34 years. He acts for businesses, governments, Crown agencies, charities, and trade associations. The main industry sectors in which he works are Business Contract Litigation, Construction Disputes, International Litigation, and Real Estate Conflicts.

Managing Director:
Vincent Lo

Managing Director of Fund Operations. Vincent is an investor by training and a value investor at heart. Prior to joining Winquest Capital, he was an Equity Research Analyst at Irvine Company, where he worked alongside five other analysts making investment decisions for the long-only U.S.-focused single-family office. Before Irvine Company, he was an Equity Research Associate at Ladenburg Thalmann, a boutique investment bank with 100+ years of history on Wall Street. His area of coverage was cannabis, and his analyst was ranked in the top 8% in the U.S. Vincent also had the privilege of working for First Pacific Advisors, Gobi Capital, and McKinsey & Co.

Vincent Holds a Bachelor of Science Degree in Management Science from the University of California, San Diego. While he was in school, he was the Head of the UC San Diego Student Endowment Portfolio and a Board of Director candidate. He also holds the Chartered Financial Analyst (CFA) designation.

Managing Diretor of Investment:
Chih - Wei Huang

Chih-Wei Huang is the esteemed Managing Director of Investment at WinquestCapital. Analumnus of UCSB and UCI, he brings to the table vast expertise in investment banking and assetmanagement. He’s had notable tenures at industry giants like American Express and NomuraSecurities International. Chih-Wei’s innovative index methodology won him two patents inSingapore and recognition in the Journal of Indexes (JOI). Recently, his cutting-edge 0DTEoptions trading strategy showcased exceptional live-test results, marking another milestone inhis illustrious career. Residing in Irvine, California, Chih-Wei’s dedication extends beyond thefinancial sphere, evident in his love for swimming and skiing. He stands as a cornerstone inWinquest Capital’s vision and growth

Managing Director of M&A Operation:
Nick Torres

Nick Torres is a corporate and securities attorney whose practice focuses on representing clients in all aspects of corporate securities, including domestic and international securities, financings, mergers and acquisitions, and general corporate representation, with a focus on China-related corporate securities.

Prior to joining Winquest Capital, Nick worked as a foreign legal consultant in a leading firm in Beijing, China. Nick earned his juris doctor degree from Emory University School of Law, where he served as the Editor-in-Chief of Emory’s Corporate Governance and Accountability Review Journal. He received his bachelor’s degree from SUNY Buffalo University in New York in Political Science. He also studied two years of Mandarin Chinese at East China Normal University and Beijing International Studies University. Prior to beginning his legal career, Nick worked as an English as a Second Language teacher in Dongtan, South Korea,

Shanghai, China, and Sydney, Australia for nearly four years altogether. He has served as a guest lecturer at Chinese universities, where he has lectured on American jurisprudence.

Nick is admitted to practice law in the State of New York. He also has a business-level proficiency in Mandarin Chinese.

Managing Director of Investor Relations:
Matthew Abenante, IRC

Before joining Winquest Capital, Matthew founded Strategic Investor Relations in 2020, offering customized IR solutions for startups and emerging public companies. Matthew also serves as Director of Investor Relations at Lightbridge Corporation, an advanced nuclear fuel technology firm.
Previously, Matthew served as Senior Vice President at Porter, LeVay & Rose, Inc., an investor relations boutique based in New York City with over fifty years of operations in the investor relations industry.

Matthew secured an M.S. degree in Investor Relations from Fordham University, where he graduated with honors, underscoring his commitment to the field, balancing his academic pursuits by attending classes in the evening, all while managing a full-time job.

In the early stages of his career, Matthew served as an Investor Relations Advisor at Capital Link, Inc., focusing on comprehensive communication campaigns for several top-tier U.S.-listed shipping companies, and extended his expertise to overseas clients, especially in Greece. Matthew also served as Senior Account Executive at The Piacente Group, orchestrating investor relations programs for growth-centric China-based U.S.-listed companies.

Matthew has been an active member of the National Investor Relations Institute (NIRI) since 2006, where he was honored as one of NIRI’s “40 Under 40” in 2019. Matthew was part of the inaugural cohort to secure the Investor Relations Charter (IRC) from NIRI in 2016.

Managing Partner:
Matthew Harrington

Matthew Harrington stands as a paragon in business entrepreneurship, boasting over three decades of experience across both private and public sectors. His expertise spans from information technology to consulting, notably co-founding Titan Consulting Group, an ERP and Business Intelligence pioneer, later acquired by Calian Group (TSX: CGY) in 2006. Matt’s knack for leveraging client relationships has amplified business volumes, while his recent endeavors focus on consulting for emerging growth companies on prestigious exchanges like NYSE, TSX, and CSE.

As Winquest Capital’s Managing Partner, Matt brings a wealth of experience and strategic insight. His legacy includes significant contributions to companies like Paramount Gold, and he remains an astute investor across diverse sectors. With Matt’s leadership, Winquest is poised for unparalleled success.

Advisory Board

Bank advisor: Joseph Zhou

(Ian will fill in )

Fund advisor: Nicole Mi

(Ian will fill in )

board advisor:
Joseph Jou Brief

Joseph Jou’s impactful journey in the corporate landscape is marked by a series of influential roles. As the Co-Founder and Vice Chairman of First Continental Bank, he not only played a pivotal role in its establishment but also contributed significantly to its strategic vision. Serving as the Lead Director and Chairman at United Commercial Bank Holding, Mr. Jou showcased his exceptional leadership skills, steering the organization through dynamic market landscapes.

Founder and Chairman of Fulcra Commercial Mortgage Banking, he brought entrepreneurial vision to the forefront, establishing the organization as a key player in the financial sector. Pacifico Insurance Brokerage stands as a testament to his ability to innovate, having founded and chaired the company, contributing to the growth and evolution of the insurance industry. Mr. Jou extended his influence to various sectors, serving as a Board Director for Neumedicines, Inc., CaliGroup, Inc., and American GreenPower, Inc., showcasing his diverse interests in healthcare, technology, and renewable energy. His commitment to community development is evident through his role as Chairman of the Asian Business Association, as a Board Director for the International Visitor Council, and as an Advisory Board Member for both the Small Business Development Center and the University of Washington, Pacific Banking School.

In his current roles, Joseph Jou continues to shape and influence the corporate landscape. As the Managing Director at Ruby Ridge, LLC, he brings strategic insight and leadership to the organization’s operations. Serving as a Board Director for Everest Senior Living and the Bright Foundation, Mr. Jou contributes to the growth and development of these organizations, leveraging his extensive experience.