Paul Schulte is currently a Senior Fellow at the Fletcher School of Law and Diplomacy at Tufts University and is Managing Director at his own consulting firm called SGI Ltd. He also serves as an Adjunct Associate Professor of Finance at the Hong Kong University of Science and Technology.
Paul Schulte's career in equity and fixed income research spans 25 years on both the buy and sell sides covering the Asia and Emerging Markets. He frequently has been ranked in top-five positions in Euromoney, Asiamoney and Institutional Investor polls and surveys since 1991. In Institutional Investor's 2010 poll, he received top rankings in Nomura’s All-Asia Banks Team, Asia Equity Strategy Team and Asia Economics Team. He also has experience in the military, public policy and academia.
Schulte was most recently Global Head of Financial Strategy at China Construction Bank International Securities, the second biggest bank globally by market cap. He was one of the first westerners to be hired by a Chinese bank for research. He created the Greater China Banks Research platform which included Equity and Fixed Income Strategy products. He marketed to sovereign wealth funds, hedge funds and long only institutions globally and spent much time with Chinese regulators.
From 2007 to 2010, he was Managing Director and Head of Multi-Strategy and Asia Banks' Research for Lehman Brothers and then at Nomura International. He created a highly ranked research product line which integrated equity, credit and currency research. He was one of the first at Lehman Brothers in Asia to lead the integration of fixed income and equity research.
From 2001 to 2006 he was a Managing Director and Head of Emerging Markets research at a $350 mn hedge fund called Big Sky Capital which was based in Santa Monica, CA. He also managed a portfolio of emerging market equities. In 1992, he set up the research effort from scratch at Credit Suisse First Boston in Hong Kong and spent many years there.
Prior to that, he served as an economic advisor to the Minister of Finance in Jakarta, Indonesia. Before that, he worked for the National Security Council at the White House in Washington, DC. He had internships with the US House of Representatives and the US International Trade Commission.
In addition to his work in investment banking, Mr. Schulte has been teaching MBA students for the past 13 years. He taught for 6 years at the Conrad Hilton School of Business at Loyola Marymount University from 2000 to 2006. He has spent the past 6 years teaching in the MBA program at the Hong Kong University of Science and Technology. He has also given many seminars to hundreds of students of MBA programs at the Stern School at NYU, the Anderson School at UCLA and the Kellogg School at Northwestern University.
Mr. Schulte graduated Summa cum Laude with a BA in Philosophy in 1985 from The Catholic University of America based in Washington, DC. He then received an MA in Political Economy in 1986 from Catholic University where he was a Theodore Basselin Fellow. He received a MALD from the Fletcher School of Law and Diplomacy in 1988 where he was a Henry Cabot Lodge Fellow. He also received certification as a Counselor in the area of drug and alcohol addiction from Loyola Marymount University in 2006. His avocation is military history. He is a tennis player.
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