Team

Committee and operating team

Executive committee and operating functions.

Committee

Executive committee

Sophia Liu headshot

Advisor

Sophia Liu

Louis Zhu headshot

President

Louis Zhu

Ozzy Blackwell headshot

Director of Portfolio

Ozzy Blackwell

Cristina Dario headshot

General Secretary

Cristina Dario

Paul Dordai headshot

General Secretary

Paul Dordai

Sophie Luo headshot

Director of Communications

Sophie Luo

Functions

Operating functions

Equity Research

Bottom-up company work across Healthcare, TMT, and FIG feeding investment proposals, valuation, and risk review.

M&A

Analytical work within Marshall Finance Group that sits adjacent to the fund rather than within the portfolio decision chain.

Communications

External materials, event visibility, and translation of technical work into clear fund-facing communication.

Pathway

Member progression

01 Join the research platform

New members begin by building sector knowledge and report-writing standards.

02 Produce investment work

Analysts contribute research reports and recommendations through structured cycles.

03 Earn progression

Appointments and advancement reflect contribution, commitment, and quality of work.

04 Move into leadership

Leadership and specialised roles are intended to be built on demonstrated performance.