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William Lo
Vice President (Private Equity Secondaries) at Hamilton Lane
Professional Background
William Lo is an accomplished finance professional, currently serving as the Vice President of Private Equity Secondaries at Hamilton Lane, where he leverages his extensive knowledge and experience in the private equity landscape to drive growth and development. His career is characterized by a commitment to excellence and a deep understanding of investment strategies, particularly in the private markets.
Prior to his current role, William excelled as Vice President at ROC Partners, where he played a pivotal role in enhancing the organization's investment strategies and outcomes, focusing on the dynamics of the private markets. His expertise was further honed during his tenure at TR Capital, where he also held the position of Vice President in Private Equity, managing valuable assets and contributing significantly to the firm’s successes.
William began his esteemed career as an Analyst at KPMG Transactions & Restructuring, where he gained foundational experience in financial analysis and restructuring, learning the intricacies of deal structuring and financial modeling. His diverse experiences across three different firms provide him with a well-rounded perspective on the challenges and opportunities in the finance sector.
Education and Achievements
William's academic foundation is solidly built on his studies at The Chinese University of Hong Kong, where he earned a Bachelor of Business Administration (BBA) majoring in Insurance, Financial, and Actuarial Analysis. His educational journey continued at Ying Wa College, where he developed early skills that would support his future career in finance.
Through his education and professional journey, William has consistently demonstrated his passion for finance and investment, making significant contributions to each organization he has been a part of.
Achievements
- Vice President at Hamilton Lane: William currently excels in this high-impact role, leading initiatives in private equity secondaries and operational excellence.
- Leadership Roles: His previous positions as Vice President at ROC Partners and TR Capital showcase his leadership skills and ability to navigate complex investment strategies effectively.
- KPMG Foundation: Serving as an Analyst at KPMG laid the groundwork for his analytical skills in transactions and restructuring, which he utilizes still today.
- Educational Excellence: His education from The Chinese University of Hong Kong is distinguished, focusing on vital areas that prepare him for success in the financial domain.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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