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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。



WEBINAR - Practitioners’ Insights: Quants - Factor based Investment Decision-making

25 April 2019, 5:30 PM | Online
CFA Institute | 1 CE

A quantitative approach to investing brings multiple benefits. ‘Quantamental’ investment processes are scalable and have a superior operational efficiency. This essentially entails using multiple factors for conceiving and building robust investment ideas followed by detailed security research to assess the merit for each investment choice.
Learning outcomes:
 
  • Review basic factor models
  • Learn quantitative techniques for building factor models and apply backtesting
  • Understand approaches to scale up investment selection and stock coverage
  • Understand using a factors approach for portfolio optimization and managing risk
  • Learn methods to tilt portfolio and enhance overall performance


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.


Luncheon Talk: Tips for Property Investors in 2019

30 April 2019, 12:00 PM | Malaysia
CFA Society Malaysia

With the changing of government and new being policies implemented, what is the outlook like for Malaysia's real estate? CFA Society Malaysia will be hosting a luncheon talk on Tips for Property Investors in 2019 with Chris Tan, Founder & Managing Partner of Chur Associates on 30 April 2019 (Tuesday), 12.00pm to 2.00pm at InterContinental, Kuala Lumpur


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.  


WEBINAR - Practitioners’ Insights: Hospitality industry

09 May 2019, 5:30 PM | Online
CFA Institute | 1 CE

Hospitality is not one industry—but a composite that represents the global and local economic pulse, micro-market demand-supply dynamics and consumer confidence. Ambiguity laced with new challenges and opportunities can arise from any of these spaces. The sector is vulnerable to events like natural disasters, geopolitical developments and terrorism.
Further, in a developing economy like India, the demand for hotels is highly price sensitive. Highly capital intensive, with long gestation periods, the ability to generate profits from hospitality ventures is notoriously challenging.
In this webinar, Pavethra Ponniah, CFA,  Vice President and Sector Head, ICRA Limited will discuss the opportunities and challenges in India's Hospitality sector. 
Addressing the below learning outcomes:
  • Understanding the development of the hospitality industry in India and key challenges.
  • Assessing key operating and financial parameters while analysing the prospects of the industry.
  • Understanding the financial and operating factors to watch while assessing the credit risks in the industry.
 


Future Work in Hong Kong

10 May 2019, 3:00 PM | Hong Kong
Hong Kong Momtrepreneurs 香港創業媽媽

Hong Kong as one of the most well developed global financial centers is far lagging behind in terms of female participants in the workforce especially at the senior level. Only 1 in 7 board of directors of HKEx listed companies in Hong Kong is female that is far behind other developed countries in the region. In 2017 only 55% of the women in Hong Kong are in the workforce also lagging behind Mainland China (61.5%), Singapore (59.8%) and Japan (69.7%). Gender biases, social and family pressures for women to be primary carers, and the lack of work-life balance are among some reasons why women don’t stay in the workforce. Time to call for REAL ACTION.


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


ASIFMA Compliance and Legal Conference 2019

29 May 2019, 8:30 AM | Hong Kong
ASIFMA

For more information, please click here.
 
ASIFMA aims at initiating an annual dialogue among the Asian compliance and legal communities to discuss and suggest practical solutions to key real-world issues of legal and compliance. This two-day conference features keynote speeches, panels, roundtable discussions covering a wide range of important topics of the industry, along with ample networking opportunities.
 
Members of CFA Institute can enjoy the discounted delegate fee as Guests of Endorsers, details please refer to below Delegate fees table. For registration, please visit here and insert PROMO CODE of your selected type of delegate fee, when registering online.


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.