ABOUT US
Our Methodology
Beyond Global Management combines investment expertise and a data-driven methodology to give you better insight into your investment performance.
Experienced Investment Leadership
Beyond’s leadership team is comprised of 5 highly knowledgeable investment professionals that collectively have over 100 years of successful financial experience across the four phases of market cycles.
Our leadership has experience in managing multi-asset class funds, private equity funds, and various real estate strategies. That experience, along with their industry reputation and the relationships built over the years, together with significant in-house resources and professional expertise, makes it possible for Beyond to offer unique investment opportunities.
Due to the cross-disciplinary nature of our skilled investment professionals, Beyond’s investment platform continuously analyzes valuable market data to identify potential future investment opportunities. We’ve invested significant resources into market-leading data services, which drives our capital allocation efforts.
Data-Driven Approach
We utilize the latest financial technology in the design of our investment structures with the goal of reducing volatility and hedging against downside risk during times of instability.
We are continuously adopting new technologies to help us in our goal to deliver higher yields, expand access to our private funds, and delivery purpose-built guidance for qualified investors. We strive to make the real estate market more transparent, make risks more controllable, and offer investments that provide income and growth opportunities.
Our Track Record
We are value investors with a perceptive, opportunistic approach to investing. Beyond seeks to capitalize on market dislocation and changing economic factors to identify the most attractive opportunities in any market condition.
Additionally, as both a debt and equity investor, Beyond has the flexibility to invest opportunistically in bull markets, and more prudently in bear markets. As we continue to grow, we remain committed to upholding high standards in determining projects that qualify within this defined focus.
We have established a track record of attractive, risk-adjusted real estate investment returns that beat inflation, generate income, and offer liquidity, which has earned us the trust of our clients. We are continuously adapting to deliver higher yields and expand access to alternative investments.
However, don’t just take it from us! While we are still a young and innovative firm, our entry points in certain investments speak for themselves. The chart below identifies the moments in time in which we’ve set up funds in specific markets or asset classes and the subsequent results of those investments.
Our entry points in certain investments speak for themselves
Beyond Global Management Equity Entry Points
| Quarter | Price |
|---|---|
| 3Q 2019 | 141.6 |
| 4Q 2019 | 141.8 |
| 1Q 2020 | 145.9 |
| 2Q 2020 | 130.5 |
| 3Q 2020 | 135.9 |
| 4Q 2020 | 142.7 |
| 1Q 2021 | 144.8 |
| 2Q 2021 | 158 |
| 3Q 2021 | 170.9 |
| 4Q 2021 | 193.1 |
| 1Q 2022 | 194 |
| 2Q 2022 | 184.7 |
| 3Q 2022 | 187 |
| Quarter | Price |
|---|---|
| 3Q 2019 | 110.9 |
| 4Q 2019 | 111.1 |
| 1Q 2020 | 112.2 |
| 2Q 2020 | 95.5 |
| 3Q 2020 | 95.6 |
| 4Q 2020 | 98.3 |
| 1Q 2021 | 96.5 |
| 2Q 2021 | 104.2 |
| 3Q 2021 | 119.5 |
| 4Q 2021 | 126.4 |
| 1Q 2022 | 131.5 |
| 2Q 2022 | 120.5 |
| 3Q 2022 | 120.4 |
| Quarter | Price |
|---|---|
| 3Q 2019 | 90.15 |
| 4Q 2019 | 93.25 |
| 1Q 2020 | 97.3 |
| 2Q 2020 | 97.35 |
| 3Q 2020 | 106.95 |
| 4Q 2020 | 114.4 |
| 1Q 2021 | 121.95 |
| 2Q 2021 | 131.45 |
| 3Q 2021 | 137.45 |
| 4Q 2021 | 142 |
| 1Q 2022 | 146.05 |
| 2Q 2022 | 149.6 |
| 3Q 2022 | 152.6 |
Credit-Heavy Investment Emphasis As Conditions Change
Beyond’s unique approach allows focus to shift to credit investing, imperative in a high interest rate environment, while still maintaining a necessary presence in the equity market.
In the below chart, you can see Beyond’s entry point as we focused more on a credit-heavy investment strategy. By accurately timing the initial set-up and administrative process of our credit funds, we were well positioned to invest in strong fixed-income investments when the macroeconomy began to demonstrate headwinds. Despite shifting risk profiles associated with a turbulent economic environment, our private market selection process allows for attractive opportunities to invest. As we anticipate a rising interest rate environment, our goal is to shorten investment terms for liquidity of investment. Once we identify the peak and plateau of interest rate hikes, we will consider locking in longer investment terms for high-yield offerings to our investor base.
Beyond Global Management Credit Entry Points
| Date | Interest Rate (%) |
|---|---|
| 3/31/2020 | 0.70 |
| 6/30/2020 | 0.66 |
| 9/30/2020 | 0.69 |
| 12/31/2020 | 0.93 |
| 3/31/2021 | 1.74 |
| 6/30/2021 | 1.45 |
| 9/30/2021 | 1.52 |
| 12/31/2021 | 1.52 |
| 3/31/2021 | 2.32 |
| 6/30/2022 | 2.98 |
| 9/30/2022 | 3.83 |
| 12/30/2022 | 3.88 |
| Date | Interest Rate (%) |
|---|---|
| 3/31/2020 | 0.65 |
| 6/30/2020 | 0.08 |
| 9/30/2020 | 0.09 |
| 12/31/2020 | 0.08 |
| 3/31/2021 | 0.01 |
| 6/30/2021 | 0.03 |
| 9/30/2021 | 0.05 |
| 12/31/2021 | 0.05 |
| 3/31/2021 | 0.16 |
| 6/30/2022 | 1.09 |
| 9/30/2022 | 2.47 |
| 12/30/2022 | 4.06 |
| Date | Interest Rate (%) |
|---|---|
| 3/31/2020 | 0.00 |
| 6/30/2020 | 0.00 |
| 9/30/2020 | 0.00 |
| 12/31/2020 | 0.00 |
| 3/31/2021 | 0.00 |
| 6/30/2021 | 0.00 |
| 9/30/2021 | 0.00 |
| 12/31/2021 | 0.00 |
| 3/31/2021 | 0.25 |
| 6/30/2022 | 1.50 |
| 9/30/2022 | 3.00 |
| 12/30/2022 | 4.25 |
| Date | Interest Rate (%) |
|---|---|
| 3/31/2020 | |
| 6/30/2020 | |
| 9/30/2020 | |
| 12/31/2020 | |
| 3/31/2021 | |
| 6/30/2021 | |
| 9/30/2021 | |
| 12/31/2021 | 7.87 |
| 3/31/2021 | 8.43 |
| 6/30/2022 | 9.60 |
| 9/30/2022 | 10.50 |
| 12/30/2022 | 11.00 |
Note: The above chart reflects Beyond entry point(s), not yield or returns offered by any specific Beyond products. It is a reflection of market timing, not any specific fund terms.
Our Team
Jenny Zhan, CFA
Chief Executive Officer
Jenny founded and leads all areas of business and operations for Beyond Global Management. She brings more than 20 years of investment experience focused on institutional investing and managing multi-asset strategies. As a Chartered Financial Analyst (CFA), she specializes in international wealth management and has managed investments in real estate assets and global equities markets for large institutional investors.
Previously, Ms. Zhan was a portfolio manager and managing director at GMO, a Boston-based global investment leader (AUM $68B), from 2002 to 2011, where she was recognized for the firm’s successful Greater China equity research and emerging market portfolio management. Prior to founding Beyond, she was the President of Good Hope Investment, a subsidiary of CreditEase Corporation. With her initiative and leadership, Good Hope quickly established its position as a top player in global investment immigration during her five-year tenure.
Ms. Zhan also served as Chief Strategy Officer of Ambow Education Holding Ltd. She is recognized as one of the most influential and powerful leaders in the investment migration industry globally. Ms. Zhan earned her B.E. from East China University of Science and Technology and her M.S. in Chemical Engineering from the University of Maryland.
Jason Ye
Managing Partner
Jason manages Beyond Global Management’s U.S. operations and brings more than 18 years of experience in cross-border investment and consulting. He has a deep understanding of the inner workings of multi-nationals and large corporations and is highly skilled in providing practical solutions to complex problems.
Throughout his career, Mr. Ye has developed a robust domestic business network and client portfolio, which became a solid foundation for Beyond in its early stages of growth. Prior to joining Beyond, he was a Director with Good Hope Investment from 2017 to 2019, where he led the business development effort and took part in capital raising and operations for the private fund business in the US market. He has played key roles in fund transactions, product design, and marketing.
From 2001 to 2016, Mr. Ye worked for PwC China and Singapore as a managing director where he advised more than 50 Fortune 500 multi-nationals, large corporations and leading businesses operating across different industries including technology, manufacturing, resources, and consumer goods and services. He also provided strategic and cross-border compliance counsel in key areas such as cross-border investment planning, profit repatriation, M&A, tax structuring, and value chain optimization. He holds ACCA and China Certified Public Accountant certifications.
Jimmy Lam
Managing Director of Investments
Jimmy leads the Beyond real estate investment team and brings more than 15 years of experience in sourcing, deal structuring, acquisitions, and debt investments.
In his previous position at Kirkwood Haven from 2018 to 2022, Mr. Lam was involved in acquisitions and asset management and was key to growing the firm’s real estate debt investment portfolio and developing the company’s market strategy. In addition to his role overseeing acquisitions and asset management, he was also responsible for the firm’s investor relations. During his tenure, he oversaw the firm’s hotel division operations and was pivotal in developing a highly successful investment strategy including sourcing, structuring, and financing multi-family and hospitality industry acquisitions.
During his tenure at Hines Global Income Trust from 2013 to 2018, he was involved in all aspects of real estate investments, financing, economic research, and asset management for the firm’s European Private Equity Fund. He also served on the investment team for Hines REIT and other public Hines vehicles, and led exploratory efforts to start new funds and find new markets for investments.
He holds a bachelor’s degree from the University of Houston.
Rezwan Mirza
Chief Financial Officer
Rezwan boasts over 30 years of expertise in accounting, finance, strategy, fundraising, mergers and acquisitions, restructurings, management, and operations. He has advised businesses across diverse industries, including Technology, Media, Telecoms, Energy, Oilfield Services, Manufacturing, Construction, Retail (traditional and e-commerce), Banking, State-Owned Enterprises, and Advertising & Marketing. From early-stage startups to Fortune 500 companies, Mr. Mirza has held global leadership roles, managing over 1,000 employees for an international bank.
Mr. Mirza has raised over $100 billion in public and private capital, including venture capital, private equity, IPOs, convertibles, bonds, bank debt, trade finance, and working capital. He has successfully operated across North America, Western Europe, the Middle East, and Asia, adapting to various cultural environments and working with Fortune 500 companies, FTSE 100 companies, startups, private equity firms, venture capital firms, alternate lenders, and government agencies.
He holds a BA in Economics from Rice University, a Master of Accounting from Jones Graduate School of Business at Rice University, and an MBA from Booth School of Business at the University of Chicago. He is a Certified Public Accountant (CPA) and fluent in English and Urdu, with proficiency in Hindi and basic Arabic.
Norman Morales
Senior Investment Consultant
Norman has joined Beyond Global Management in a senior consulting capacity to assist in several strategic areas for the firm, including portfolio asset management and underwriting, capital and alternative funding strategies, and organizational development and support. He has an extensive background covering over 25 years in C-Suite executive positions with public commercial banks in California, with assets exceeding $2 billion. Over his career, he has raised in excess of $400 million in both debt and equity and completed more than a dozen entity acquisitions.
Mr. Morales was chief executive officer of a large, regional commercial bank which implemented an organic growth strategic over a decade which produced annual revenue increasing from $10 million to $200 million, and enterprise expanding to 20 commercial markets in California.
He earned his MBA from Loyola Marymount University, as well as a bachelor’s in business administration in Finance and Economics. He has served on several Community Board in Southern California, as well as industry boards in banking and finance.