#31. Quinntessential Questions with Sean Quek: From Equity Research to Portfolio Management
In this episode of The Quinntessential Questions Podcast, we dive into the dynamic world of finance with a seasoned professional whose career spans auditing, equity research, private banking, and leading high-performing teams. Sean Quek shares valuable insights from working in Hong Kong, transitioning between investment and private banking, and building conviction in investment strategies.
We also discuss the balance between technical expertise and stakeholder management, staying ahead of financial trends, and the impact of AI on the industry’s future. Beyond finance, the conversation touches on personal motivations, influential books and personalities, successful habits, and even fitness routines and goals for 2025.
Whether you're a young professional looking for career advice or a finance enthusiast eager to learn about the evolving investment landscape, this episode offers something for everyone.
🎧 Tune in now, and don’t forget to like, comment, and subscribe!
Guest Bio
Sean Quek is the Managing Director and Senior Portfolio Manager at Paragon Capital Management Singapore. With over two decades of experience in capital markets, wealth management, and equity research, he leads the Paragon SAGE Fund, focusing on quality companies with durable competitive advantages. Prior to joining Paragon, Sean held senior roles at Bank of Singapore, including Head of Equity Research and Head of the Alpha Team, where he was instrumental in generating global multi-asset investment ideas. He also served as Singapore Head of Research at Credit Suisse. Sean is a CFA charterholder and an Associate Wealth Planner.
Minutes
(0:55) Intro
(02:59) Audit Experience
(06:56) Career Post Auditing
(07:48) Equity Research Process
(09:37) Becoming the Head of Research
(12:36) Working in Hong Kong
(16:54) Transition to Private Banking
(18:54) Investment Banking vs Private Banking
(21:49) Leading the Alpha Team
(25:49) Investment Conviction
(27:06) Building High Performing Teams
(31:36) Balancing Technical Skills and Stakeholder Management
(32:55) Working with University Students
(35:02) Advice for Young Professionals
(41:04) Staying Abreast of Trends
(42:13) AI and the Future
(45:30) Personal Motivations
(47:29) Public vs Private Sector
(51:11) Most Impactful Books
(53:39) Influential Personalities
(57:56) Successful Habits
(1:01:19) Fitness Routine
(1:08:08) Favourite Athletes
(1:11:23) Goals for 2025
(1:14:17) Being a Co-InvestorBehind-The Scenes
Transcript