Li K. Gao

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Consumer Services

Finance

Profile

Ms. Gao joined Rochdale in 2006.
Prior to joining Rochdale, Ms. Gao worked with Schultz Financial Group Inc. as an investment analyst covering a broad spectrum of asset classes.
Before moving to the U.S.
for her graduate studies, Ms. Gao worked in China with Haitong Securities as an equity analyst and with Sun Securities as an investment banker.
Ms. Gao earned her B.A. in international business from Anhui University, her M.A. in economics from Shanghai Institute of Foreign Trade, and her M.B.A. with concentrations in finance and accounting from the University of Chicago.
She passed Level II of the Chartered Financial Analyst examination in June 2006.

Former positions of Li K. Gao

Companies	Position	End
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Analyst-Equity	30/11/2007

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Training of Li K. Gao

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Linked companies

Private companies	4
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shanghai Institute of Foreign Trade Shanghai Institute of Foreign Trade Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Anhui University Anhui University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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