Yuen Yung
Founding Partner, HalBar Partners
Experience
- CEO, Casoro Group
- Managing Partner of Kenty, Yung, Ozias & Associates
- Founder & CEO, How Do You Roll? franchise
- Commercial Retail Development
- Author, The Blind Grind® & The Business Model Blueprint®
- Chairman, Greater Austin Asian Chamber of Commerce
- Board President (past), The Thinkery, Austin
- Board of Directors, The Leukemia and Lymphoma Society
- Mentor/Volunteer, Ignite Accelerator, Founders Firm & INCubatoredu
Education
- Entrepreneurial Masters, MIT
- BBA, Finance, University of Texas at Austin
- Board Certified Financial Planner (CFP®)
- Chartered Mutual Fund Counselor (CMFC®)
Biography
Yuen Yung is Co-Founder of HalBar Partners. Based in Austin, Yuen directs the integration of fund execution with investor relations and is responsible for regulatory knowledge, firm communication and overall firm operations. Author of The Blind Grind® and The Business Model Blueprint®, Yuen is recognized both in the investment community and beyond. For example, on ABC’s Shark Tank in 2013, he received the highest investment offer in the history of the show from investor Kevin O’Leary for Yuen’s fast-casual, sushi restaurant franchise How Do You Roll?. Before joining HalBar, Yuen was CEO of Casoro Group, Managing Partner of Kenty, Yung, Ozias & Associates, as well as a developer of commercial retail. He is an active philanthropist, including board and mentor positions on the Greater Austin Asian Chamber of Commerce, The Thinkery, The Leukemia and Lymphoma Society, Ignite Accelerator, Founders Firm, and INCubatoredu. Yuen is a Board Certified Financial Planner, holds a BBA in Finance from the University of Texas at Austin and an Entrepreneurial Masters from MIT.
HalBar Growth Equity Strategies
HalBar offers secondary market advisory services through an experienced network of founders, entrepreneurs, and cash-flow operating companies. Secondary transactions may lead to liquidity for entrepreneurs and provides investors access to proprietary secondary investments.
HalBar ETA seeks to invest in profitable firms with demonstrated upside through professional management placement, increased revenues and margins, and the multiple expansion that occurs between early-stage middle-market firms and later-stage middle-market firms.
HalBar’s decarbonization focus utilizes vertical integration in the lumber supply chain to localize the manufacturing and distribution footprint of Carbon Smart Wood for immediate capital deployment and investment growth potential.
For Entrepreneurs
Visit NCA
HalBar Partners and NCA are looking for experienced entrepreneurs who want to lead and scale.
With a team of in-house experts, the ETA program is a structured opportunity for entrepreneurs to research and acquire companies positioned for growth.
Visit NCA to apply.
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