Event Profile

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

March 21, 2019
All times listed are in local time
BlackRock SF
400 Howard St
San Francisco, CA 94105 
This event has a fee

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

The Asian region has been an economic hotbed of innovation and opportunity for thousands of years. Today, these opportunities are ever more prescient and elusive as China opens its doors to the developed world’s capital market system.

In Partnership with BlackRock’s Women’s Initiative Network and in celebration of International Women’s Day #IWD2019; CAIA San Francisco invites you to join us for an interactive debate on Asia focused alpha strategies. We will hear from a panel of amazing women who have built incredible track records at two of the most well-respected Asia focused Fund providers in the business. 

Themes we will be discussing:

- Dynamics of the China A, and Asia region market trading and liquidity.

- Fundamental strategies in China A, and the Asia Region.

- Systematic strategies in China A, and the Asia Region. 
- Alpha creation across each strategy.

 -The changing future of investing in Asia region
CAIA Members: Complimentary
CFA Members: $10
Non-members/ Guests: $20
4:30pm Registration
5:00pm Panel Discussion
6:30pm Networking Reception

Rui Zhao, Managing Director at BlackRock Systematic Active Equity (SAE)
Lead portfolio manager for BlackRock's China A-share portfolios.
Winnie Chwang, Portfolio Manager at Matthews Asia
Co-manages the firm’s China and Asia ESG Strategies.
Marianne O, CFA,Co-founder, Principal & Portfolio Manager, Lumen Advisors 

Date and Time
Thursday, March 21st, 2019
4:30 PM to 7:30 PM PT

400 Howard St
San Francisco, CA 94105


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BlackRock SF
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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.