Event Speakers

CAIA San Francisco Asia Alpha Strategies- A Systematic vs Fundamental Perspective

  • Date: March 21, 2019
  • Location: BlackRock SF

Speakers

Winnie Chwang
Organization: Matthews Asia


She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an M.B.A. from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese. Winnie has been a Portfolio Manager of the Matthews China Fund since 2014, and of the Matthews Asia ESG Fund since its inception in 2015.


Marianne O
Organization: Lumen Advisors


Marianne co-founded Lumen in March 2002. Prior to Lumen, she has been the Assistant Director and fixed income analyst for emerging markets debt at Dresdner RCM Global Investors from January 1999 to January 2002. At DRCM, she was responsible for analyzing and investing in emerging countries sovereign bonds, currencies and corporates, with focus on Asia. Marianne has twenty years of experience in researching and investing in emerging markets debt, stocks and currencies. Prior to joining Dresdner RCM, she was working at Tradewinds Financial Corporation as an emerging market analyst in 1998. Previously, Marianne worked with Simon Nocera at LGT from 1994 to 1997 as part of the team responsible for sovereign, currency and corporate analyses and investments in emerging markets. Before joining LGT, Marianne was an Assistant Vice President at Citicorp International Limited in Hong Kong where she was involved in loan origination and syndication in Asian capital markets from 1987 to 1992. Marianne co-chairs the 100 Women in Finance, Northern California chapter where she also leads the Senior Practitioner Outreach effort. Marianne holds a Masters in Business Administration in Finance from University of California, Berkeley, a Masters of Arts Degree and a Bachelor of Arts in Economics (Hons) from the University of Cambridge in England and is a Chartered Financial Analyst. She is fluent in Cantonese and proficient in Mandarin.


Rui Zhao
Organization: BlackRock


Dr. Zhao's service with the firm dates back to 2006. Previously she was a portfolio manager and research analyst for the New York based Quantitative Equity team, as well as a researcher on the Developed Markets team in the Systematic Active Equity group. Prior to joining BlackRock in 2006, Dr. Zhao has focused on research on empirical asset pricing and hedge fund performance, and published papers in both academic and practitioner journals, including Journal of Financial and Quantitative Analysis, Journal of Investment Management and Alpha Magazine.