Event Profile

CAIA Association Educational Breakfast with Special Guests; Howard Marks, Co-Chairman and David Rosenberg, Managing Director and Co-Portfolio Manager, Oaktree, Hong Kong

Date(s):
November 8, 2017
Note:
All times listed are in local time
Venue:
The China Club
14/F, Bank Of China Building, Bank St
Central  
Fee(s):
Free Event
Description:
CAIA Association Educational Breakfast with Special Guests; Howard Marks, Co-Chairman and David Rosenberg, Managing Director and Co-Portfolio Manager, Oaktree
 
The CAIA Association is pleased to invite you to a CAIA educational breakfast with Special Guests; Howard Marks, Co-Chairman and David Rosenberg, Managing Director and Co-Portfolio Manager, Oaktree.

You may register now to secure your participation.
 
Please note:
Dress code: T-shirts, Polo Shirts, Short Trousers, Sandals, Trainers and Slippers are NOT allowed.  
 
Opening Remarks
Jo Murphy
Managing Director, Asia Pacific
CAIA Association
 
Interviewer
Rebekah Pang
Head of Capital Introductions and Prime Brokerage Sales - APAC
Societe Generale
CAIA Hong Kong Chapter Executive 

Guest Speakers:
Howard Marks
Co-Chairman
Oaktree

David Rosenberg
Managing Director and Co-Portfolio Manager
Oaktree
 
Agenda
8:00 AM Registration
8:15 AM Interview with Howard Marks and David Rosenberg
 
This event is jointly hosted by :

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The China Club
Documents to share:
Howard Marks
Organization: Oaktree Capital Management


Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is a member of the Investment Committees of the Metropolitan Museum of Art and the Edmond J. Safra Foundation; a Trustee of the Metropolitan Museum; Chairman of the Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania (where from 2000 to 2010 he chaired the Investment Board).


Jo Murphy
Organization: CAIA Association


Jo has been in Asia for almost 20 years, predominantly based in Hong Kong but with two valuable years spent in Singapore. She has held a number of senior Asia Pacific management positions, successfully leading sales, business development, marketing and client relationship management divisions for major institutions and has both built and managed large and effective regionally located teams. Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of global institutions during her time in Asia covering intermediary, buy and sell side, entrepreneurial and most recently an education business environment throughout the Alternative Investment industry. In 2000 Jo joined HSBC Securities Services (previously Bank of Bermuda) as Head of Sales for the Asia Pacific region, based in Hong Kong and moved on to Head of Sales Asia (ex Japan) and Product Specialist for all alternative investment products at Deutsche Asset Management in 2005. In 2008 Jo rejoined the ex-Head of Bank of Bermuda / HSBC at Triple A Partners. In early 2011 Jo joined the Chartered Alternative Investment Analyst (CAIA) Association, the international leader in alternative investment education and provider of the CAIA designation, as Managing Director and head of the Asia Pacific where she also holds a position on its Global Executive Committee. Jo enjoys the reputation of being hard-working, capable, committed and commercial, and was voted “Asia’s most influential woman in the alternative sector” and also one of “The 25 most influential people in Asian hedge funds” by the industry’s leading AsianInvestor magazine. Jo also was a founding member of the Hong Kong AIMA Chapter and previously held an Executive Committee Member position. Further, she also holds a number of senior Board positions and is a Fellow of UniSIM University.


Rebekah Pang
Organization: Societe Generale Newedge


Rebekah Pang joined Newedge in 2008, as part of its Prime Brokerage sales team based in Singapore. She subsequently became Head of Capital Introductions - APAC and is now based in HK as Head of Capital Introductions and Prime Brokerage Sales for Societe General Prime Services APAC (part of the Global Markets division of Societe Generale Corporate & Investment Banking). Prior to joining Newedge, Pang worked in the fund of funds sector as a research analyst for KBC Alpha, which was later taken over by PAAMCO. Rebekah has been an active member of the Asian hedge fund community for many years and has served on committees for both AIMA and CAIA in Singapore. She was also named as “Best Capital Introduction Specialist” in Asian Investor’s 2013 Service Provider Awards and was named as one of 50 Leading Women in Hedge Funds by the Hedge Fund Journal in 2015 . Rebekah is both a CFA and CAIA charter holder and she graduated from the University of Sydney in Australia.


David Rosenberg
Organization: Oaktree Capital Management


Mr. Rosenberg serves as co-portfolio manager for Oaktree's U.S. High Yield Bond and Global High Yield Bond strategies. He joined Oaktree in 2004 following graduation from the University of Southern California with an M.B.A. in business administration. Before attending graduate school, Mr. Rosenberg served as an associate in the Franchise Systems Finance Group at J.P. Morgan. Mr. Rosenberg also holds an M.P.A. in Professional Accounting with a concentration in finance and a B.A. degree in business administration from the University of Texas at Austin. He is a Certified Public Accountant (inactive).