Tao Qiu, Management Consultant in New York, NY, United States
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Tao Qiu

Bio

Tao is a senior equity research analyst with 20 years of experience across sell- and buy-side, specializing in healthcare services and REITs. With a proven track record of alpha-generating stock calls, top-ranked earnings estimates, and strong client relationships, he is experienced in thematic and contrarian investing, cross-border M&A, and multi-asset and equity portfolio management. Tao has been recognized for differentiated research and the ability to drive institutional investor engagement.

Case Studies

Expertise

  • Asset Allocation
  • Business Development
  • Corporate Development
  • Equity Research
  • Financial Analysis
  • Investor Relations
  • Mergers & Acquisitions (M&A)
  • Portfolio Management

Work Experience

Director

2024 - PRESENT
Macquarie
  • Headed coverage on healthcare providers, payors, and digital health across the US and Australia.
  • Covered US companies, including ADUS, AGL, ASTH, BKD, ENSG, HCSG, PACS, PRVA, MD, and SGRY.
  • Covered Australian companies, including RMD, CSL, COH, FPH, PME, SHL, RHC, ANN, REG, and HLS.
Focus areas: Equity Research, Cash Flow Modeling, Microsoft Excel, Financial Modeling, Scenario Analysis, Investment Banking, Real Estate Modeling, Sensitivity Analysis, Real Estate, Decision Modeling, Spreadsheets, Three-statement Modeling, Valuation

Director

2023 - 2024
Berenberg
  • Headed healthcare, industrial, and triple-net REIT coverage.
  • Authored widely cited reports on skilled nursing, long-term care, and staffing mandates, leading to an out-of-consensus SNF sector call that significantly outperformed peers.
  • Covered companies, including WELL, VTR, DOC, OHI, CTRE, SBRA, HR, MPW, NHI, LTC, and GMRE.
Focus areas: Equity Research, Cash Flow Modeling, Microsoft Excel, Financial Modeling, Scenario Analysis, Investment Banking, Real Estate Modeling, Sensitivity Analysis, Real Estate, Decision Modeling, Spreadsheets, Three-statement Modeling, Valuation

Vice President

2017 - 2023
Stifel
  • Oversaw coverage of 13 healthcare REITs and 8 service providers.
  • Leveraged cross-coverage, private industry contacts, and expertise in healthcare regulations and government reimbursement to deliver insightful and differentiated research.
  • Organized Stifel's annual healthcare real estate conference and investor roadshows.
Focus areas: Equity Research, Cash Flow Modeling, Microsoft Excel, Financial Modeling, Scenario Analysis, Investment Banking, Real Estate Modeling, Sensitivity Analysis, Real Estate, Decision Modeling, Spreadsheets, Three-statement Modeling, Valuation

Managing Director, Head of Global Investments & Strategies

2015 - 2017
Fosun Group
  • Executed over $800 million in cross-border public and private investments, including projects with Sotheby's, Norwegian Cruise Line JV, Cowen Group, and Cirque du Soleil/Blue Man Group.
  • Managed balance sheet investments for global insurance subsidiaries AmeriTrust Group, Ironshore Inc., and Peak Re.
  • Built Fosun's US-based investment team and investment process.
Focus areas: Mergers & Acquisitions (M&A), Private Equity, Investment Management, Management Consulting, Cash Flow Modeling, Microsoft Excel, Financial Modeling, Scenario Analysis, Sensitivity Analysis, Real Estate, Decision Modeling, Spreadsheets, Three-statement Modeling, Valuation, Leveraged Buyout (LBO)

Head of International Business | Lead Portfolio Manager

2010 - 2015
Penghua Fund Management
  • Founded the QDII platform and managed nine funds and SMAs, achieving top quartile Morningstar rankings in 2011, 2012, and 2014, along with the Golden Bull Award in 2014.
  • Established QFII investment advisory business and Hong Kong subsidiary.
  • Launched China's first exchange-listed REIT, Qianhai Vanke REIT.
Focus areas: Investment Management, Equity Research, Asset Allocation, Business Development, Cash Flow Modeling, Microsoft Excel, Financial Modeling, Scenario Analysis, Real Estate Modeling, Real Estate, Decision Modeling, Spreadsheets, Three-statement Modeling, Valuation

Director

2004 - 2010
Columbia Threadneedle Investments US
  • Managed $12 billion in multi-asset portfolios and launched a GTAA and global macro hedge fund.
  • Developed patented glide path design for target-date funds.
  • Achieved WSJ Top 10 Fund recognition in 2006 and received the Chairman's Award in 2007.
Focus areas: Equity Research, Asset Allocation, Portfolio Management, Cash Flow Modeling, Microsoft Excel, Financial Modeling, Scenario Analysis, Real Estate Modeling, Spreadsheets, Three-statement Modeling, Valuation

Education

2000 - 2004

Bachelor's Degree in Economics

Massachusetts Institute of Technology - Cambridge, MA, USA

Certifications

SEPTEMBER 2006 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

Skills

Finance

Equity Research, Asset Allocation, Chartered Financial Analyst (CFA), Private Equity, Mergers & Acquisitions (M&A), Cash Flow Modeling, Financial Modeling, Three-statement Modeling, Valuation, Comparable Company Analysis, Value Investing

Output Software

Microsoft Excel

Industry Expertise

Real Estate Modeling, Real Estate

Other

Economics, Portfolio Management, Corporate Development, Investor Relations, Management Consulting, Financial Analysis, Investment Management, Business Development, Scenario Analysis, Investment Banking, Sensitivity Analysis, Decision Modeling, Spreadsheets, Leveraged Buyout (LBO), Industry Analysis, Private Debt

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