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MSCI A股模型

24 April 2019, 6:30 PM | Taipei
CFA Society Taiwan | 1 CPD

CFA Society Taiwan邀請到MSCI大中華區諮詢顧問部門主管唐嘉能先生來分享MSCI A股模型的內容,演講內容將切入MSCI A股因子模型的研究與進展以及進一步探討A股入摩加權的影響! 

唐嘉能先生現擔任MSCI大中華區諮詢顧問部門主管兼執行董事,負責並致力於推廣Barra多因子模型和分析系統在量化投資領域中的重要地位。他的豐厚經驗和透徹的分析,對客戶在自身的量化投資和風控的相關發展和整合起了關鍵作用。他的客戶包括了許多大型主權基金,投信,對沖基金,投行,等等。 在加入MSCI之前,唐先生曾擔任Pioneer Investments的副總裁,負責亞太市場的定量因子研究,以及管理多只亞太和日本市場的量化基金。唐嘉能畢業於新加坡國立大學,獲得金融工程碩士學位以及機械工程榮譽學士學位。



2nd Financial Talent Summit 2019

27 April 2019, 8:30 AM | New Delhi
CFA Society India | 5 CE

The financial services industry in India is expected to witness phenomenal opportunities with decoupling of Indian markets, growing digitization and formalization of the economy, the emergence of fintech and artificial intelligence. The current industry needs, not only focus on developing financial skillset but also require key people skills which help in creating good working relationships, managing conflict as well as increase team motivation and productivity. What implications and opportunities do these bring to you? How should CFA® charterholders and candidates prepare themselves for the fast-moving business environment and enhance their career competencies?

The second Financial Talent Summit, hosted by CFA Society India, in collaboration with CFA Institute, will answer these questions and cover broad themes related to personal branding, building a career in financial services, shaping your career an overview of career opportunities and challenges in evolving field of wealth management.
 


Masterclass : Excellence in Private Equity & Deal Structuring

29 April 2019, 5:00 PM | Singapore
CFA Society Singapore | 14 CE Credit

The advent of the $ 100 billion mega funds such as Softbank necessitates a strong understanding of private equity and deal structuring for all players in the financial eco-system, including the staff of sovereign wealth funds. Besides fund managers, small, growing companies, as well as established corporates need private equity or venture capital to fund their growth strategies. Private equity is now intricately linked to mergers and acquisition and buyout transactions in complex ways. For example, a small firm can now acquire a much larger firm.


Navigating style volatility in equity markets

02 May 2019, 12:15 PM | Sydney
CFA Society Sydney | 1 CE

Simon Elimelakh, Head of Investment Portfolio Analytics at NAB Asset Management will take you through his recently updated analysis of the style environment in global and Australian equity markets as well as actual investment manager case studies. While investors can often focus on performance or personnel when looking at equity managers, the influence of investment style should not be overlooked. Simon will also demonstrate the importance of style for determining managers’ compatibility and complementarity in building robust multi-manager portfolios.


Asset & Wealth Management 2025 - The Asian Awakening

03 May 2019, 12:00 PM | Singapore
CFA Society Singapore | 1 CE Credit

The Asia Pacific asset and wealth management landscape has undergone tremendous transformation in recent years. With the emergence of regional and global wealth centres, asset management industries are developing across the entire region with the purpose to link the disparate markets through various cross-border and fund passporting initiatives. We are also seeing developments to bring a greater range of investment products to investors, and regulators are taking heed of neighbouring developments, particularly in FinTech and crypto-currencies. These changes are leading local, regional and global asset and wealth managers to reassess their operations with one goal in mind: Getting ahead in a complex world. 


Asset & Wealth Management 2025 - The Asian Awakening

03 May 2019, 12:00 PM | Singapore
CFA Society Singapore | 1 CE Credit

The Asia Pacific asset and wealth management landscape has undergone tremendous transformation in recent years. With the emergence of regional and global wealth centres, asset management industries are developing across the entire region with the purpose to link the disparate markets through various cross-border and fund passporting initiatives. We are also seeing developments to bring a greater range of investment products to investors, and regulators are taking heed of neighbouring developments, particularly in FinTech and crypto-currencies. These changes are leading local, regional and global asset and wealth managers to reassess their operations with one goal in mind: Getting ahead in a complex world. 


Networking Over Box Cricket, Exclusively for MEMBERS

04 May 2019, 4:00 PM | Mumbai
CFA Society India

Yes, you read it right! It’s the most awaited time of the year. “Summer vacation” which as a student you looked forward to. The time when you could play CRICKET whole day with your friends and never get tired of it.

CFA Society India gives you an opportunity to relive those moments once again with your dear CFA Charter holders and friends. We are organizing networking over BOX CRICKET tournament only for members.

We have had a lot of CFA networking events where we have discussed Equities, Commodities, Currencies, Global and Domestic Macros, Politics etc. This time lets network over a game of cricket. Let’s take time out from our busy schedule, let’s get on the pitch, pick up bats & balls and have a blast playing cricket with our CFA colleagues


Alternative ​Investment Workshop Series

06 May 2019, 9:00 AM | Singapore
CFA Society Singapore | 7 CE Credit and CPD hours per day per module

This series of three full-day workshop module provides attendees with an introduction to major alternative assets classes, including hedge funds, private equity, collectibles, commodities and cryptocurrencies, with examples useful to wealth managers, family offices, and other investors in alternative investments.
The first two full day modules cover what alternatives are and how they are structured (e.g. master-feeder structures), public vs private equity, an outline of hedge fund strategies, and finally a survey of assets including paintings, gold coins, and bitcoin.
The third day is an interactive investor pitch day simulation where attendees will form teams and practice presenting their ideas for an alternative investment offering to the instructor and audience.  To participate in day 3, attendees must sign up for day 1, or day 2, or both.  


The Alternatives Conference

22 May 2019, 9:00 AM | Auckland
CFA Society New Zealand

CFA Society New Zealand is pleased to announce a full-day forum on the topics of Alternative Finance and Alternative Investments. On 22 May 2019, experts will share their insights, generate discussion and address your questions.


Understanding the Equity Investment Process

22 May 2019, 6:30 PM | Taipei
CFA Society Taiwan | 1 CPD

Understanding the Equity Investment Process

  • General concepts and terminology
    • Risk adjust performance
    • Understanding alpha and beta
    • Measuring performance: benchmark vs. peer analysis
    • Overview of risk
  • Fundamental approach to equity investing
    • Approaches to fundamental analysis
    • Valuation approaches
    • Investment Styles (growth, value, quality, momentum, small cap, etc.)
    • Style drift
  • The Quantitative Investment Process
    • Challenges
      • Mapping and Identifiers
      • Finding unique sources of alpha
      • Factor Decay
      • High IC, low Breadth
      • Point in Time data
      • Research Biases (survivor bias, look-ahead bias, etc.)
      • Corporate actions
    • Multi Factor Models
      • What is a Whitepaper
      • Understanding back testing
      • The difference between back testing and portfolio simulation
      • Measuring factor performance
      • Structure v Unstructured data
  • Quantamental investing, a hybrid approach
    • Reasons for increased popularity
    • Approaches  to combining quantitative factors with fundamental research


The 20th Anniversary CFA Society Japan JAPAN INVESTMENT CONFERENCE 2019 - The Multi-Stage Life and The Challenges Facing Financial Services

25 July 2019, 9:15 AM | Tokyo, Japan
CFA Society Japan | 6 CE Credit

How should we rethink and restructure our lives in an age where we can live for up to 100 years? Every part of life such as work, education, marriage and child rearing is about to change. As we approach an age of longevity, asset management is becoming increasingly important. 
 

The Japan Investment Conference 2019, “The Multi-Stage Life and The Challenges Facing Financial Services  -Financial Services Needed in the 100-year Life-” will shed light on asset management in aging societies and welcome prominent business executives and renowned experts as this year’s speakers.