Finance

Jonathan Leong

Instructor/Program Development Coordinator (Finance)
jonathan.leong@oregonstate.edu

Office: 541-737-0088

Austin Hall

Austin Hall 373

2751 SW Jefferson Way

2751 SW Jefferson Way
Corvallis, OR 97331
Credentials: 
Chartered Financial Analyst (CFA), CFA Institute
Master of Finance (M.F.), Claremont McKenna College, Claremont, CA
Bachelor of Science (B.S.), Harvey Mudd College, Claremont, CA; Major: Molecular Biology
Bachelor of Science (B.S.), Claremont McKenna College, Claremont, CA; Major: Economics

Profile Field Tabs

At OSU
Affiliated with: 
College of Business
Research/Career Interests: 

Capital Markets, Alternative Investment Management, Hedge Funds, Private Equity, Venture Capital, Fintech, Blockchain & Cryptocurrency.

Currently working on examining the economic feasibility of verticals in the hemp industry along the Route 97 corridor.

Courses Taught: 
  • FIN 543 - Portfolio Management (Graduate)
  • FIN 542 - Investments (Graduate)
  • FIN 443 - Portfolio Management (Undergraduate)
  • BA 413 - Career Planning (Undergraduate)
  • FIN 341 - Investments (Undergraduate)
  • BA 360 - Introduction to Financial Management (Undergraduate)
Beyond OSU
Education: 
  • Chartered Financial Analyst (CFA), CFA Institute
  • Master of Finance (M.F.), Claremont McKenna College
  • Bachelor of Science (B.S.) Molecular Biology, Harvey Mudd College
  • Bachelor of Science (B.S.) Economics, Claremont McKenna College
Employment: 
  • Instructor of Finance, Oregon State University, Apr 2015 - Present
  • Founding Partner & Chief Investment Officer, Aumakua Capital Management, Oct 2012 - Present
  • Managing Director, West 22nd Capital Advisors, Jul 2018 - Present
  • Adjunct Professor of Finance, Claremont Graduate University, Aug 2018 - Present
  • President & COO, Solitude Capital Management, Jul 2015 - Aug 2017
  • Vice President, Pivotal Investments Limited, Jun 2010 - Oct 2012
  • Associate, Evolution Capital Management, Jun 2005 - Jul 2010
Professional Affiliations: 
  • CFA Society Hong Kong
  • CFA Society Portland
Service: 
  • Program Development Coordinator of Finance (2017 - Present)
  • Finance Club Advisor (2017 - Present)
  • Board Director (Former Finance Chair), Cascadia Wildlands (2015 - Present)
  • Knowledge Volunteer, SOW Asia (2013 - Present)
Personal Interests: 

Surfing, Wine and Home Renovations

Biography

Jonathan Leong joined OSU's College of Business's Finance Department in 2015 as an instructor.  This position would evolve into becoming a program development coordinator for the finance program and engaging in research on the economic viability of the hemp industry.

He is also a founding partner and Chief Investment Officer at Aumakua Capital Management L.L.C., where he brings two decades of buyside experience in Special Situations, Event-Driven investments and Volatility trading, working in Los Angeles, Honolulu, and Hong Kong.

Prior to Aumakua, he co-founded Pivotal Investments Limited, where he served as vice president and managed several long/short and event portfolios.  Previously, he worked as an analyst and trader at Evolution Capital Management in its special situations and volatility desks.

During his sixteen years in the hedge fund industry, he established an extensive network within the corporate and investment communities, held several board and board observation seats on private companies, and helped build and grow three successful hedge fund start ups along with several other asset management firms.

He is a Charter Financial Analyst and has earned his Master of Finance at Claremont McKenna College, he received his B.S. from Harvey Mudd College, where he double majored in molecular biology and economics (Claremont McKenna College).  He holds teaching positions at Claremont Graduate University and Santa Monica College.

My Publications

I currently have no publications listed within this site.