Yuen Yung

 

Membership: Founding Member
Joined: March 2023
Company: Halbar Partners LLC
Titles: Co-Founder and Managing Partner
Interests: Lower Middle Market Companies
Education: UT at Austin Finance, MIT Masters in Entreprenuership
Social Media: LinkedIn

 

Professional Biography

Yuen Yung is a Co-Founder and Managing Partner of Halbar Partners, LLC. Halbar Partners is a growth equity investment firm. HalBar is a thesis-led investment firm, focusing on macroeconomic themes that our team has profound conviction and domain expertise on. As CEO of Casoro Group, Yuen was responsible for the overall management of operations including business development and investor relations.

A true savant in his field, Yuen brings a wealth of experience across a broad-range of disciplines, among them: finance, investment management, capital raising, wealth planning, venture capital, portfolio management, alternative investments, commodities, strategic planning, leadership and training, sales and organizational structuring.

Prior to joining Casoro Group, Yuen was the founder and CEO of the franchisor How Do You Roll?, a fast-casual sushi restaurant. In 2013, he appeared on ABC’s Shark Tank and received the highest investment offer in the history of the show from investor Kevin O’Leary.

Yuen previously spent 13 years in the investment management and advisory industry a Managing Partner of Kenty, Yung, Ozias & Associates, where he oversaw advisors and was responsible for the capital raise and management of more than $300 million in funds raised from high-net worth individuals, families, corporations, and charitable organizations.

In his earlier years, he developed 27 commercial retail sites as an entrepreneur. He currently sits on the board of Greater Austin Asian Chamber of Commerce and serves as Chairman, and previously the Board President of Austin-based non-profit The Thinkery and he has served on the Board of Directors for The Leukemia and Lymphoma Society. He also volunteers as a mentor for Ignite Accelerator, an Austin-based business incubator as well as Founders Firm and INCubatoredu. Yuen was named as a finalist for an Austin Under 40 award in 2013 and was honored with the Excellence in Teaching Award from The University of Texas Professional Development Center in 2006. In 2020, Yuen was awarded by Globe Street as one of the Best Bosses in the commercial real estate industry.

Yuen holds a Bachelor of Business Administration from the McCombs School of Business at The University of Texas at Austin. He is also a graduate of MIT’s Entrepreneurship Masters Program and has professional certifications as a Chartered Mutual Fund Counselor (CMFC®) and Board Certified Financial Planner (CFP®). He is also a published author of two books The Blind Grind© and The Business Model Blueprint©.

 
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