Owen Caterer was promoted to Technical Services Manager at Austen Morris Associates(AMA) on May 7th 2009. In this role Owen will be actively balancing his time to ensure he is able to work with new clients as well as add additional responsibilities. These new responsibilies include holding daily Open Door sessions with all Associates from 10:30-11:30am where he will answer questions simple questions about the investments and institutions he is working with. He is also happy to answer more complicated question concerning clients interested in high risk funds including the differences between Tulip, Superfund and AMT Futures. He will also review any new portfolio created by advisors to ensure they are appropriate for specific clients.
He will also hold one hour Weekly Markets Meeting valuable for trainee associates in particular, as well as Weekly Technical Training held twice a week which will give associates an overview of the funds and opportunities he would be looking at during his trips to investment conferences.
Along with the Shanghai office, he will assist with other offices including Pudong, Suzhou, Ningbo, Nanjing and Qingdao. He will manage the Beijing and Manila offices over the phone and will developed a Intranet document library with resources that can be used by Associates of Austen Morris wherever they are in the world. His plans also include coordinating study groups for financial certification.
