C. Joseph Chen, J.D.

Senior Global Investment Strategist

Carl J. Chen is a Managing Director and Senior Global Investment Strategist with Hulick Capital Management, LLC and Strategy Asset Managers, LLC. Prior to joining HCM-Strategy Asset Managers, he was a Co-Founder and Managing Member of Temple Honor, LLC, an investment advisory firm and fund based in Taipei, Taiwan.

Since 2007, Mr. Chen co-managed the Temple Honor Asia Fund L.P. with a value-oriented strategy focusing primarily on publicly listed equities in Asia and the U.S. markets. Mr. Chen also advised pre-IPO technology companies and resource-based investors and producers with his global macro outlook. Previously, Mr. Chen was a manager at Asian Capital Partners, a Hong Kong based independent investment bank operating in Asia and the Middle East where he specialized in technology companies and the insurance industry.

Mr. Chen received his Bachelor of Science in finance from the Marshall School of Business, University of Southern California (1992). He received his Juris Doctor degree from New York Law School (1995) and his Master of Science from Massachusetts Institute of Technology (MIT), Sloan School of Management (2004). Carl passed the bars of Maryland, Minnesota, New Jersey and Washington D.C. but has since retired from the practice of law. Carl and his family reside in South Pasadena, California. He is an avid reader and enjoys being outdoors and is an active member of the Economic Round Table and Caltech Associates.

C. Joseph Chen, J.D.

Senior Global Investment Strategist

Carl J. Chen is a Managing Director and Senior Global Investment Strategist with Hulick Capital Management, LLC and Strategy Asset Managers, LLC. Prior to joining HCM-Strategy Asset Managers, he was a Co-Founder and Managing Member of Temple Honor, LLC, an investment advisory firm and fund based in Taipei, Taiwan.

Since 2007, Mr. Chen co-managed the Temple Honor Asia Fund L.P. with a value-oriented strategy focusing primarily on publicly listed equities in Asia and the U.S. markets. Mr. Chen also advised pre-IPO technology companies and resource-based investors and producers with his global macro outlook. Previously, Mr. Chen was a manager at Asian Capital Partners, a Hong Kong based independent investment bank operating in Asia and the Middle East where he specialized in technology companies and the insurance industry.

Mr. Chen received his Bachelor of Science in finance from the Marshall School of Business, University of Southern California (1992). He received his Juris Doctor degree from New York Law School (1995) and his Master of Science from Massachusetts Institute of Technology (MIT), Sloan School of Management (2004). Carl passed the bars of Maryland, Minnesota, New Jersey and Washington D.C. but has since retired from the practice of law. Carl and his family reside in South Pasadena, California. He is an avid reader and enjoys being outdoors and is an active member of the Economic Round Table and Caltech Associates.

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