Kai Wang, CFA

Kai Wang, CFA, is a senior equity analyst at Morningstar, specializing in Asian markets.12 He focuses on ex-Japan internet and healthcare platform companies, as well as Software as a Service (SaaS) businesses.13

Professional Background

Wang joined Morningstar in 20216 and has since established himself as a key analyst covering the Asian market. His expertise extends to:

• Internet companies
• Healthcare platforms
• SaaS companies

Education and Qualifications

• CFA Charter: Kai Wang holds the Chartered Financial Analyst (CFA) designation.12
• MBA: He has earned a Master of Business Administration degree.4
• University: Wang attended the University of Southern California - Marshall School of Business.2

Career History

Before his current role at Morningstar, Kai Wang's professional experience includes:

• SVB Leerink LLC: He worked as an Equity Research Associate.4
• Fixed Income: Wang started his career in fixed income in New York before transitioning to equity research.6

Skills and Licenses

• Languages: Fluent in Mandarin2
• Financial Licenses: Holds Series 7, 63, 86, and 87 licenses2

Media Presence

As part of his role, Kai Wang provides expert analysis and commentary on Asian markets. He has been featured in various media outlets, including Bloomberg, where he has discussed topics such as Baidu's Ernie Bot.5

Kai Wang's LinkedIn profile can be found under the username kaiwang1, which aligns with the information provided in the query.2