AmCham Taipei Asset Management, Banking & Capital Markets Committee Luncheon
With the upcoming 2020 U.S. presidential election, the rise of US-China trade war tensions and global relaunch of monetary easing policy, the financial market remain volatile and that volatility is here to stay. Investors now stand at the crossroads of the reshuffling of global economic power, facing not only risks but also opportunities. While capital market returns should reflect economic growth over the long run, there are still times when market signals and economic fundamentals can diverge. How should we grasp these opportunities behind the volatility as we move toward 2020?
AB Senior Equity Investment Strategist David Wong and Citibank Portfolio Counselor Head Calvin Tseng will share their views at an AmCham Joint Committee Luncheon. They will analyse the latest global trends and investment opportunities as well as bring us comprehensive perspectives on the global economic outlook.
About the speaker
Senior Equities Investment Strategist, AllianceBernstein
Topic: Behind the CLOUD: Capturing Opportunities in an Uncertain World
David joined AB in March 2015, bringing two decades of experience in global equity markets to the firm. Prior to joining AB, David was a partner at Janchor Partners, a Hong Kong–based long/short equity hedge fund with US$2 billion in assets under management (AUM). Before that, he set up the Hong Kong office for GMT Capital, an Atlanta-based long/short equity hedge fund with $5 billion in AUM, where he served as portfolio manager and head of Asian investments. Over David’s eight years at the two hedge funds, he was responsible for global investments in technology stocks, and he served as a generalist portfolio manager for the Asia-Pacific region, including Japan. He was also the founder and managing director of Mobile Adventures, a pan-Asian wireless content company. Wong started his career as an equity research analyst at Bankers Trust and Deutsche Bank. At Deutsche, he managed a team of five associates as the firm’s regional semiconductor analyst. He holds a BA in political science from Yale University.
Head of Portfolio Counselor, Citibank Taiwan
Topic: Investment Market Challenges and Opportunities—2020 Strategy
*This session will be conducted in Mandarin 本段活動將以中文進行
Calvin joined Citibank in November 2018 as Head of Portfolio Counselor. He is responsible for developing investment portfolio solutions for HNW clients and is also the spokesperson for Citi House views to the Taiwan public. With over 22 years of experience in investment advisory, Calvin is well known to Taiwan media and is a popular guest speaker in many financial news programs. Prior to Citi, Calvin worked for UBS Taiwan for 15 years. He was Head of Distribution Management, covering mandate and mutual funds with over USD 3 billion AUM. Calvin started his financial career at Franklin Templeton Taiwan in 1997. He has a BA in Engineering from National Chiao-Tung University and an MBA in Baruch College New York.
Contact Person: Kanny Shih (02) 2718-8226 ext. 211 / [email protected]