About Us
A New Generation of Investors
Available in Shanghai, Singapore, Tokyo, and Los Angeles, Lallic Partners is an International student-led investment firm that embraces new investment ideals of Algorithmic Investing and ESG Investing with open arms. We aim to provide our clients with long-term sustainable growth to their investment portfolios while charging minimum management fees.
Our Story
In 2018, three high school students, Charles Stewart, Koki Mashita, and Eugene Guo decided to begin investing in stocks. After enjoying an enticing start in the market, their interest in the stock market spurred them to enroll in online courses and attend financial conferences. Soon after, Lallic Partners was founded. Our firm is based on the fundamental principle of bringing the vision of a younger generation to the financial stage. Thus, we have been encouraged to embark on algorithmic trading and ESG Investments.
Today, Lallic manages over $1,650,000 USD, with a steadily increasing portfolio value.
Corporate Leadership
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Board of Trustees
Mr. Jamie Beaton
Jamie graduated from Harvard University two years early and is the world’s youngest student to be admitted to Stanford University's MBA program. To top it off, he is the founder and CEO of Crimson Education - a global company with valuations over $160 million US dollars. During his days at Harvard, he founded Black Diamond Capital Investors, where he was able to secure thousands of dollars in outside investment. Currently, Jamie is completing his DPhil in Public Policy as a Rhodes Scholar at the University of Oxford.
Mr. Will Alan
Mr. Will Allan has been an educator for over 20 years at various private secondary education institutes. As a life-long investor, Mr. Allan boasts various investments, including a Bank of America stock gifted by his grandfather to him as a baby. He is fascinated by how macroeconomics, politics, and international affairs are reflected in the stock market and this is a point of interest in all of his classes. As a member of the board of trustees, Mr. Allan provides guidance and support for all partners and associates here at Lallic.
Ms. Lily Chen
Ms. Lily Chen graduated from the University of California, Irvine-Paul Merage Business School MBA program in 2001. Since then, she founded and now directs Essential Health Benefit Solutions - a health-based benefit consulting and solutions company. On top of her 18 years of experience and expertise in the health risk management industry, Ms. Chen boasts a plethora of experience in the finance and consulting industry, most notably as the Vice Chairman of the Hong Kong Chamber of Commerce in Shanghai. Currently, Ms. Chen works as Partner and CEO of China's The Martec Group - a multinational joint venture consulting form with a focus on industrial marketing research and strategic consulting.
Mr. Ahn Khoa Tran
Mr. Anh Khoa Tran is a young entrepreneur and social activist. Since 2017, Khoa has founded two social impact ventures and has lead several human rights and Sustainable Development Goals (SDG) programs across Vietnam, the United States, and the United Arab Emirates. He also worked as a C-suite executive and project manager for various early-stage start-ups, including Youth Force 2030 Vietnam and Oxford University's Clinical Research Unit. At age 18, Khoa has shared his sustainable development initiative with over 30 heads of state, royals, and ministers across five in various international summits and conferences.