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CFA China Hedge Fund Seminar Wednesday, 1 April 2015 Institutional Investor Roundtable 机构投资者圆桌讨论
Program Agenda 18:00 Registration 19:00 Opening Remarks Chris Gradel, Trustee, HFSB 19:15 HFSB Update Thomas Deinet, Executive Director, HFSB 19:30 Case Study Panel Topics  ·How do the Hedge Fund Standards work?  ·Addressing conflicts of interest  ·Performance measurement Panellists: Judith Posnikoff, MD & Co-Founder, PAAMCO Chris Wells, Partner, Morgan Lewis Fred Tian, Head of China Development Business, Winton Capital 20:30 Q&A GuoTao, Head of Research, Global Macro Fund 21:00 Event Concludes
Speakers:
Chris Gradel is the Founder of PAG, one of Asia’s largest alternative investment firms with over USD11bn in AUM. At PAG he acts as CIO of its absolute return strategies, which includes managing PAG’s multi-strategy hedge fund, as well as a number of credit funds. Chris has spent 19 years in the Asia Pacific region. Prior to founding PAG in 2002, he led several investments in China for the Marmon Group. This included the buy-out and turnaround of a Chinese State-owned manufacturing company in 1996. He also worked as an Engagement Manager for McKinsey and Company, working with clients across the Asia Pacific region. Chris graduated from New College, Oxford, with an MEng in Engineering, Economics and Management. Chris is based in Hong Kong
From PAAMCO’S inception, Judith Posnikoff has been involved in all aspects of the firm’s investment process, having served as a Sector Specialist for Equity Market Neutral and Merger Arbitrage and Chair of the Investment Oversight Committee. She is currently focused on portfolio construction as a member of the firm’s Portfolio Construction Group, setting strategy and asset allocation for its flagship moderate multi-strategy portfolios. Judy is a member of the founding board of directors of the Association of Women in Alternative Investing (AWAI) and is on the board of 100 Women in Hedge Funds and the CAIA Foundation. Judy also chairs the scholarship committee of the 100 Women in Hedge Funds Institute
Christopher Wells has one of the leading international investment funds and financial regulatory practices in Asia. He focuses on the establishment, operation, registration and licensing of investment funds and fund-related investment intermediaries, including banks, securities companies, asset managers, investment trust management companies and moneylenders. He also advises multinational financial groups on issues related to regulatory compliance and license qualification matters in various jurisdictions in Asia.
He is currently a co-vice chair of the Executive Committee of AIMA-Japan. He also served as the AIMA-Japan Chair (2010-2013).
Fred Tian, joined in Winton Capital in Hong Kong in 2010 and was appointed Head of China Business Development in 2011. Before moving back to Asia, Fred worked in the financial service industry from 2004 to 2010 in New York, where he structured MBS/ABS products in the Structured Products Group of Goldman Sachs and later led the team at IDC to advise institutions on Asset-Backed Securities values.Fred is a CFA Chartholder and has an MA degree from the Fudan University in China and an MBA degree from the University of North Carolina at Chapel Hill in the US.
Guo Tao is currently the Head of Research of Zen Macro Fund, the first macro fund in China. Before that, he was a Portfolio manager at one of the biggest Long/Short Equity Funds in Mainland China at that time. He also won the Lipper Hedge Fund Award in2008. Guo Tao has spent over 10 years in the Fund Management Industry. He has a Business Diploma from the University of Cambridge. Guo Tao has also been a CFA Charterholder since 2004.
Thomas Deinet was appointed Executive Director of the HFSB in 2008. In 2007, he joined the working group to project manage the development of practice standards proposed by 14 leading international hedge fund managers that led to the establishment of the HFSB. Prior to that, Thomas was a Sr Manager at Oliver Wyman, where he worked with major financial institutions in Europe on asset management, corporate and investment banking. He also worked as an analyst in energy trading for a major commodities trading firm. Thomas, a CFA charterholder, graduated from the University of Karlsruhe, Germany, with a major in industrial engineering and has an MSc from Purdue University, USA
Program details: Date:Wednesday, 1 April 2015 When:7:00 p.m. - 9:00 p.m. (Registration: 6:00 p.m. - 7:00 p.m.) Where:Room 303, 3/F, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University, No. 211 West Huaihai Road, Shanghai. (Parking is available on site on the first floor for RMB10 per vehicle.) 上海市徐汇区淮海西路211号上海交通大学上海高级金融学院3楼303教室（场地方一楼可停车，停车费10元） Fee:FREE CE Credit:1.5 Capacity:200 pax Language:English Dress Code:Smart casual
Booking: Please click “阅读原文” to complete the online registration for this seminar. 请点击“阅读原文”在线报名本期讲座。 Or you can also send your “Name+CFA ID+Company+Position+Email+Contact number” with the subject of “Institutional Investor Roundtable” to hf-sh@cfa-china.org.cn to register for this seminar. 如遇到页面链接有问题，你也可以以“Institutional Investor Roundtable”作为邮件主题发送您的“姓名+CFA ID+公司+职位+邮箱+联系电话”至 hf-sh@cfa-china.org.cn报名。 请优先选择在线报名的方式。如有任何问题，请致电林女士+86 21 5116 7150咨询。
Co-host Introduction： The Hedge Fund Standards Board（ http://www.hfsb.org/） is a standard setting body for the global hedge fund industry, which brings together investors and managers from around the world to promote high standards of practice in the industry. It is custodian of the Hedge Fund Standards which: a) provide a mechanism for promoting transparency, integrity and governance; b) facilitate investor due diligence; c) help safeguard the reputation of the industry; and d) complement public policy.
上海交通大学上海高级金融学院（ http://www.saif.sjtu.edu.cn/）是上海市人民政府为实现将上海建设成为国际金融中心的国家战略、满足上海乃至全国金融业发展并与国际接轨的迫切需要，依托上海交通大学而创建的一所按照国际一流商学院模式办学的金融学院，英文名称为Shanghai Advanced Institute of Finance (SAIF)。
学院以汇聚国际一流师资、培养高端金融人才、构筑开放研究平台、形成顶级政策智库作为自己的必达使命。学院不仅训练掌握现代金融理论和技术、通晓中国和国际金融业运作管理的复合型人才，也着重培养具有国际视野、卓越才能和创新能力的商界领袖。学院强调专业视角，聘请国际名校一流师资讲授与国际名校接轨的现代金融课程，理论与实践并重，本土与国际交融。学院立志于打造国内领先、国际知名的高端专业品牌，为学员进入国内外知名金融机构铺设展现宏图大略的成功之路。
中国金融研究院(CAFR)（ http://www.cafr.cn/） 依托于上海高级金融学院(SAIF)于2009年8月建立，是具备国际一流水准的高端开放研究平台和顶级智库。成立五年来，CAFR与国内外多个机构建立了深入的合作关系，包括新华社、中国人民银行、上海市政府、欧洲风险管理研究联盟、IBM和穆迪等等。CAFR不仅学术成果突出，还充分发挥了智库作用，在国际、国家以及地区层面提供了重要决策建议。此外，CAFR打造了一个高端的交流平台，邀请和组织学界、政府和业界的高端人士围绕国际国内的重大问题开展研讨。
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发表于 2015-3-23 16:46:51