Harvest USA

Simon Arrata

Chief Executive Officer

Years of Experience: 19
Education: New York Law School: JD, Hunter College: BA

Mr. Arrata is the CEO of Harvest USA and key architect of the Fund's approach and strategy. Simon became the CEO of Harvest USA in February 2014. He joined the firm in May 2013 as Managing Director. Simon is responsible for all sales and marketing activities for Harvest’s investment products in the United States. He also leads the firm’s product development and China educational efforts. He was previously a Senior Vice President at Fidelity Investments.

Some of Simon’s accomplishments during his 13 plus years at Fidelity include:

  • Overseeing a large sales territory calling upon the firm’s top Registered Investment Advisor, Family Office, and Bank Trust departments (top clients typically had in excess of $1 billion AUM).
  • Maintaining subject matter expertise in the firm’s mutual funds and managed money products.
  • Managing $3 billion in assets for Fidelity’s high net worth clients prior to joining the firm’s Institutional Division.

Mr. Arrata received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata is a registered representative of Harvest Krane Investments with series 7, 63, 65 & 24 registration. He also has Health, Life & Disability insurance licenses.

Years of Experience: 19
Education: New York Law School: JD, Hunter College: BA

Mr. Arrata is the CEO of Harvest USA and key architect of the Fund's approach and strategy. Simon became the CEO of Harvest USA in February 2014. He joined the firm in May 2013 as Managing Director. Simon is responsible for all sales and marketing activities for Harvest’...

Harvest Global Investments

Thomas Kwan

Managing Director and Chief Investment Officer

Years of Experience: 16
Education: University of Toronto: M.A. in Economics and B.Comm in Finance CFA charter holder

Mr. Kwan has over 16 years investment management experience in Asian fixed income and currencies. He previously held positions in numerous financial institutions including:

  • Baring Asset Management in Hong Kong as Head of Asian Debt
  • Credit Suisse Asset Management in Singapore and Beijing as Director of Asian Fixed Income and Currency
  • Prudential Asset Management in Singapore as Investment Director
  • First State Investments in Hong Kong as Portfolio Manager.

Mr. Kwan has an M.A. in Economics and B.Comm in Finance from the University of Toronto and is a CFA charter holder.

Years of Experience: 16
Education: University of Toronto: M.A. in Economics and B.Comm in Finance CFA charter holder

Mr. Kwan has over 16 years investment management experience in Asian fixed income and currencies. He previously held positions in numerous financial institutions including:

  • Baring Asset Management in Hong Kong as Head of...

Yiqian Jiang

Head of China Equities

Years of Experience: 18
Education: Shanghai University of Finance and Economics: Degree in Finance, University of Birmingham, UK: MBA, International Banking and Finance

Ms. Jiang joined Harvest in September 2009 and is responsible for leading China equities investment team. Prior to Harvest, she worked at Deutsche Asset Management in Hong Kong for 9 years as a portfolio manager for Chinese equities.

Her previous experience includes 3 years as an assistant manager of Shanghai International Asset Management (HK) Co., Ltd and 2 years in the Shanghai B share market for Shanghai Shenyin Securities (currently known as Shenyin Wanguo).

Ms. Jiang graduated from Shanghai University of Finance and Economics with a degree in Finance. She also holds a MBA in International Banking and Finance from the University of Birmingham, UK.

Years of Experience: 18
Education: Shanghai University of Finance and Economics: Degree in Finance, University of Birmingham, UK: MBA, International Banking and Finance

Ms. Jiang joined Harvest in September 2009 and is responsible for leading China equities investment team. Prior to Harvest, she worked at Deutsche Asset Management in Hong Kong for...

Wonnie Chu

Portfolio Manager

Years of Experience: 10 
Education: NYU: MBA in Finance

Ms. Chu has over 10 years of investment research experience in Asian fixed income and equities. She previously held positions in numerous financial institutions including:

  • MetLife Investments Asia Ltd in Hong Kong as Associate Director of credit research
  • Moody’s Investors Service in HK as high-yield corporate analyst
  • Lehman Brothers in Hong Kong as equity research analyst

Ms. Chu has an M.B.A. in Finance from the New York University.

Years of Experience: 10 
Education: NYU: MBA in Finance

Ms. Chu has over 10 years of investment research experience in Asian fixed income and equities. She previously held positions in numerous financial institutions including:

  • MetLife Investments Asia Ltd in Hong Kong as Associate Director of credit research
  • Moody’s Investors...
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