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As founder and Managing Member, Charles leads CHAM’s strategy and activities. He also oversees all investment activities including research, allocation and manager selection. Charles developed the firm’s focus on investing with locally-based managers throughout Asia and travels there frequently to identify the next rising stars.

From 2005 to 2008, Charles was a Managing Partner at an emerging growth company accelerator and a Managing Director at Aequitas Capital Management, where he led the firm’s efforts to form new fund products and oversaw its fund management activities. Prior to 2004, he held various strategic, financial and M&A roles in Los Angeles and New York. From 1999 to 2004 he was in charge of strategy and M&A at CMS, a leader in financial research distribution. While at CMS, he played an integral role in their expansion into Europe (via acquisition) and Asia. Prior to CMS, Charles oversaw subsidiaries and identified new acquisition opportunities for a $1.8 billion division of Itochu, a leading Japanese trading company. Charles is a 1989 cum laude graduate of Harvard University.