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CAIA Hong Kong and IFTA - 2021 Outlook and Asset Allocation Webinar
Date(s):
December 2, 2020
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description:
2021 Outlook and Asset Allocation Webinar CAIA Hong Kong and IFTA Wednesday, 2nd December, 2020
12:30PM HKT Duration : 90 minutes Year 2020 will undoubtedly be remembered in the history book with the once a century pandemic and its enormous impact on everyone's life, business, financial markets and mankind. The US presidential election is deciding on the course of politics, economics, society and climate etc. not just for the USA but for the entire world in the next four years and beyond. With huge uncertainties remaining and probably strategic shifts on the globe, how do we want to embrace the dawn of the new year in the investment world and what may investors be facing regarding opportunities and challenges? Please join us in the inaugural Webinar for 2021 Outlook and Asset Allocation jointly organised by CAIA and IFTA. Guest Speakers: - William Ma, CAIA, CFA, CAIA Association Board Member, Chief Investment Officer, Noah Holdings Limited, Gopher Asset Management
- Ron William, CFTe, MSTA, Market Strategist | Educator | Performance Coach, RWA Advisory
Moderator: Will Wang, CAIA, CAIA Hong Kong Chapter Head, Managing Director and Partner, Inheliance Asset Management Ltd
Programme: 12:30 PM: Opening Remarks and Speakers Introduction - Will 12:35 PM: Presentation from Macro/Fundamental side with Actionable Ideas etc - William 13:00 PM: Presentation from Technical/Behavioral side - Ron 13:25 PM: Panel Discussion with Speakers, moderated by Will 13:40 PM: Audience Q&A 13:50 PM: Closing Remarks - Will 14:00 PM: Session End
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William Ma
Organization: Noah Holdings Limited
Mr. William Ma, CAIA, CFA with over 18 years of industry experience, is the Chief Investment Officer of Noah Holdings (NOAH:NYSE) and the Chief Investment Officer of Gopher Asset Management, the asset management arm of Noah. Gopher is the largest multi-asset multi-strategy asset management company in China with USD23 billion AUM and 220 professionals. As CIO of Noah and Gopher, he is responsible for overseeing all investment management, asset allocation and investment products due diligence of combined USD80 billion of asset. He also actively manages the discretionary mandates and China domestic public market funds, and won the prestige Golden Bull Award - Best Domestic Fund of Hedge Funds in China in 2018, Best overseas discretionary China mandates in 2019, as well as numerous awards from InvestHedge, HFM and AsianInvestor.
Mr. Ma has been the Foreign Expert QDLP Review Committee Member for the Shanghai Municipal Government Financial Service Department since 2012, the judge panel of Eurekahedge Asian Hedge Fund Awards since 2016, the APAC Committee Board Member of SBAI (Standard Board of Alternative Investment) since 2019, and Board Member of CAIA (Chartered Alternative Investment Analyst) Association since 2020.
Before joining Noah in 2015, Mr. Ma was the CIO of Gottex Penjing Asset Management (GPAM), the Asia asset management arm of Gottex Fund Management, a Swiss-listed alternative investment management firm with peak AUM of USD22 billion. At GPAM, Mr. Ma managed a team of 20 investment professionals in Asia, and was the lead portfolio manager of all of Gottex’s Asian fund of hedge funds. Prior to joining GPAM in 2012, Mr. Ma was co-founder and Portfolio Manager of Penjing Asset Management managing the industry’s first Asian funds of hedge funds since 2005. Before co-founding Penjing, he worked at Vision Investment Management (Asia) Ltd specializing in Asian hedge funds due diligence. Previously, he served as a research analyst at HT Capital Management Ltd, a Pan Asia Equity Long/Short hedge fund management firm in 2003. Mr. Ma joined the investment industry in Merrill Lynch’s San Francisco office in 2001.
With over 16 years of track record, Mr. Ma won over 16 industry awards: Golden Bull Award - Best overseas discretionary China mandates in 2019, Golden Bull Award - Best Domestic Fund of Hedge Funds in China in 2018, The Asset Triple A Fund Management Award – Manager of the Year (Fund of Hedge Funds) in 2015, HFM Asia Hedge Fund Performance Award - Fund of Hedge Funds Long Term Performance (5 years) Award in 2014, HFMWeek Asia Performance Award – Fund of Hedge Funds Specialist in 2013 and 2012, in addition to multiple awards received from InvestHedge, AsianInvestor and Asia Asset Management between 2004 – 2010.
Mr. Ma received his BEng (EESE) from the University of Hong Kong and his MBA in Finance and E-Commerce from the University of San Francisco, and was invited to Peking University in Beijing as an exchange student representativ
Ron William, CFTe, MSTA
IFTA Board Member
Market Strategist | Educator | Performance Coach
RWA Advisory
Ron is a Market Strategist, with +20 years of experience, working for leading economic research & institutional firms; producing macro research and trading strategies. He specializes in blended, top-down, semi-discretionary analysis, driven by cycles and proprietary timing models.
Ron is also a Behavioural Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioural/risk assessment modelling, peak-performance, neuro/body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.
Ron's primary work, as part of his current institutional market advisory firm (RWA), acquired global industry recognition with multiple Finalist Awards for "Best Specialist Research/& FX". His market insights are also featured regularly across leading financial media programs (notably, “Minsky moment” & Volatility Re-awakening) and industry publications (2020 Crash: What Next? Gold spike risk into $3k & Oil new normal).
Driven by high integrity education, Ron serves on the board of the International Federation of Technical Analysis (IFTA), Heads the Swiss Association of Market Technician (SAMT) Geneva Chapter and consults with multiple education & regulatory groups. He was also invited by the House of Commons, to join an industry guidance team, following the official launch of an All Party Parliamentary Group (APPG), in Digital Currencies.
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