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18 March 2020 08:45

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11:00

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mallowstreet University Investment Focus: Emerging Markets

*** PLEASE NOTE THIS INVESTMENT FOCUS WILL NOW BE TAKING PLACE DIGITALLY ***


As new and exciting players to the global stage, emerging markets is an area of interest to all investors looking for opportunities further from home. Our expert presenters will share their experience, help attendees understand the risks as well as the opportunities to allocating to this fast growing and expanding asset class.


In this morning workshop we will hear from two managers who are experts in their respective strategies.

This event is FREE to attend for investment decision makers and their advisors and is available for CPD accreditation.


Given the current uncertainty regarding Covid-19, we have been monitoring the situation closely and have decided to move this event online. The Investment Focus will now take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the Focus.

Program

Time Description
08:45

Login and Access Meeting

The Investment Focus will now take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the event.
09:00

Welcome and Introductions mallowstreet

09:10

Rotating Investment Masterclass I: Capturing growth opportunities in China A Shares Ken Wong, Client Portfolio Manager & Bryant Tan, Assistant Manager Product & Distribution

Despite the recent events that have seen equity markets pull back, China A shares continue to outperform most global equity markets. We believe that China’s shift from an investment-driven economy to a consumption and services led one, would lead to a balanced and sustainable growth trajectory. With low expectations, positive earnings growth coupled with attractive valuations, we believe now is the right time for investors to take this opportunity to invest in a market that continues to provide a lot of upside potential. Find out how Eastspring’s China onshore equity team utilises their understanding of the local market together with international risk management standards in constructing a portfolio that aims to outperform through economic cycles and market volatilities.
09:50

Questions and Comfort Break

10:00

Rotating Investment Masterclass II: Challenges and Opportunities of China investments amid the Global Selloff Joseph Zeng, Partner and CEO, Greenwoods Asset Management

A look at the future Chinese investment landscape in a post-Corona world from the lens of a multi-asset Chinese manager. Examining the how the local market is working through the Chinese Corona crisis and expectations for the future across multiple sectors and strategies.
10:40

Questions and Close of Investment Focus

11:00

End

Speakers

  • Ken Wong

    Ken Wong is Client Portfolio Manager with Eastspring Investments.

    He is a Greater China Equity Specialist and is responsible for articulating Greater China equity strategies, processes, positioning and performances to clients and prospective clients globally.

    Ken appears frequently on CNBC and Bloomberg as a guest host to talk about the insights of the Greater China market.

  • Bryant Tan

    Bryant Tan is Assistant Manager, Product and Distribution with Eastspring Investments.

    He is part of the China Growth team and is responsible for articulating the strategy, process, positioning and performances of our various equities strategies.

    Bryant is also responsible for sales and marketing for our onshore Private Fund Manager (PFM) and offshore Qualified Domestic Institutional Investor (QDLP) strategies to onshore Chinese clients.

  • Joseph Zeng

    Joseph Zeng is the partner in charge of the business of Greenwoods Asset Management Hong Kong Ltd.


    Founded by Mr. George Jiang, Greenwoods manages AUM over $11bn managed from offices in Hong Kong and Shanghai, and is one of the largest China managers specializing in managing equity long/short and long-only investments into Chinese companies listed in HK, China, and the US, based on fundamental research and local due diligence. Its flagship China hedge fund, Golden China Fund, delivered a net return from inception (July 2004) to the end of 2019 over 25X, or 23.53% annualized, vs 9.03% of MSCI China USD Index and 6.37% of the Hong Kong H Share index. Greenwoods also manages a long-only fund benchmarked to MSCI China USD Index, a China A-share focused fund, and a China healthcare fund.

    Investors of Greenwoods funds are mostly institutional investors such as endowments, pensions, sovereign wealth funds, and wealthy families from the US, Europe, and Asia.

    Before joining Greenwoods, Mr. Zeng was an investment banker with JPMorgan, covering the IPOs and M&As of China banks, insurers, and fund managers. Prior to that Mr. Zeng was an equity analyst covering Chinese banks for JP Morgan, when his team was ranked the #2 Asia financial research team in the poll of Institutional Investors.

    Mr. Zeng graduated with a Master degree in Accounting & Finance from the London School of Economics (LSE), where he was awarded the Robert Fleming scholarship. He also attended the Master of Intl Finance program of the Graduate School of the People‘s Bank of China, which is now Wudaokou School of Finance, Tsinghua University in Beijing, China. And he earned the bachelor degree from Wuhan University.