Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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Yuen Yung

As CEO of Casoro Capital, Yuen Yung is responsible for the overall leadership of operations including business development and investor relations. Yuen specializes in structuring investments that are suitable, attractive, and efficient for high net worth individuals, family offices, and institutions. With Yuen at the helm of Casoro Capital, and in partnership with The PPA Group, the companies have successfully achieved over $1 billion in multifamily transactions.

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 Capital, 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 where the franchise received a $1 million offer from investor Kevin O’Leary — the highest investment offer in the history of the show.

Yuen previously spent 13 years in the investment management and advisory industry as the Managing Partner of Kenty, Yung, Ozias & Associates, where he oversaw 90 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.


Webinar Participation:


Options for the Accredited Investor

Series: INVESTING BASICS 2018

Premiere Date: 10/23/2018 2:00pm


Advanced Investing Topics: Unicorns and Pre-Unicorn Scalable Private Company Propositions

Series: INVESTING BASICS 2018

Premiere Date: 09/25/2018 2:00pm


Goal Based Investing- Planning for Key Life Events

Series: INVESTING BASICS 2018

Premiere Date: 07/17/2018 2:00pm


Investing in Commercial Property

Series: REAL ESTATE INVESTING MADE SIMPLE 2018

Premiere Date: 04/23/2018 2:00pm