Daniel Chang

Observer
DISC Type : ci

Director, Equity Portfolio Manager at Helmsman Asset Management

Taipei, Taipei City, Taiwan

Overview

Daniel is an Investment Director and Partner at Helmsman Asset Management, overseeing the firms global, sector-agnostic investment strategy. His expertise spans public and private markets, shaped by his Bachelor of Business Administration from the University of Washington and prior roles leading FinTech investments.

Fluent in both English and Chinese, Daniel maintains a connection to his alma mater. His interests also include GameStop, suggesting an awareness of market dynamics and retail investing trends. Based on his education in Seattle, he may follow local sports.

He once managed the financial modeling and bidding process for a US$500M multi-purpose land development project.

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally strong communicators and are not easy to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

FinTech & InsurTech
Led specialized FinTech and InsurTech investment practices at Taiwan Life and CTBC, covering payments, blockchain, big data, and open banking.
Global Asset Management
At Helmsman, he manages a global, sector-agnostic portfolio in both public and private markets, focusing on a long-term investment horizon.
Venture & Growth Equity
Has end-to-end experience deploying capital across venture and growth equity, from deal sourcing and due diligence to post-investment management.

Media Appearances

Daniel has no verified media appearances

Work History

7-2023
Director, Equity Portfolio Manager at Helmsman Asset Management
1-2021 - 8-2023
Senior Investment Manager at Taiwan Life
1-2019 - 12-2020
Investment Manager at CTBC Financial Holding Co., Ltd
1-2016 - 12-2018
Corporate Planning Manager at CTBC Financial Holding Co., Ltd
7-2015 - 12-2015
Project Manager at CTBC Bank Co., Ltd.

Education

Bachelor of Business Administration - BBA from University of Washington

More Information

Social Presence :

Prographics :

Exp : 13 Location : Taipei, Taipei City, Taiwan Job Level : Mid-senior Designation : Director, Equity Portfolio Manager at Helmsman Asset Management
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Daniel

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They like to analyze well and then make their decisions.
  • Can Daniel take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Daniel

Personality Compatibility


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