Fwd: Finding Diamonds in the Rough: Insights from Fund Managers - 2013 TCFA Boston Fall Reception on Nov 22nd at 2 Financial Center (co-hosted by TCFA Boston and NECINA)
Qi Li
Subject: Finding Diamonds in the Rough: Insights from Fund Managers - 2013 TCFA Boston Fall Reception on Nov 22nd at 2 Financial Center (co-hosted by TCFA Boston and NECINA)
Dear TCFA Boston members,You are cordially invited to 2013 TCFA Boston Fall Reception held jointly by TCFA Boston and NECINA. The reception features a panel discussion on “Finding diamonds in the rough: insights from fund managers”. Three distinguished panelists will share with us their views and insights.
Venue: 2 Financial Center, 60 South St, Boston, MA
KPMG office second floor conference room
Time: November 22nd, 2013
Theme: Finding diamonds in the rough: insights from fund managers
- Current market outlook, macroeconomic conditions
- Investment theme in 2014
- Structural shift after the crisis
- Active vs. passive investment
- Methodologies and challenges in stock/company selection
- Career suggestions for alpha seekers/VC practitioners
Panelists:
Wesley S. Chan, Ph.D. (Acadian Asset Management, Senior Vice President, Director, Stock Selection Research)
Wei Li, Ph.D. (Fidelity Biosciences, Executive Partner)
Richard Tan (PanAgora Asset Management, Director of Equity)
Moderator: Gang Hu, Ph.D., CFA (Associate Professor of Finance, Zwerling Family Endowed Term Chair, Babson College)
Language: English
Agenda
6:20 - 6:45 pm Registration
6:45 - 8:30 pm Panel Discussion and Q&A Session
8:30 - 9:00 pm Refreshment and Networking
Registration Link
(http://www.tcfaglobal.org/index.php/en/events/details/109-2013-tcfa-boston-fall-reception.html)
$20 before November 10th
$25 after November 10th
$30 after November 19th
Please register before November 22nd ; No on-site registration due to the building’s security policy
* Please sign up using the same name appeared in your photo ID and remember to bring your ID for building security checking.
Contact
Kun Yang (kyang...@gmail.com)
Lucy Cheng (lucyl...@gmail.com)
Yours sincerely,
TCFA Boston
NECINA
Speaker bios:
Wei Li, Ph.D.
Fidelity Biosciences
Executive Partner - China
Prior to joining Fidelity in 2005, Dr. Li focused his effort on healthcare and life science investment opportunities at Baird Venture Partners, the venture capital arm of R.W.Baird. Prior to Baird, he led drug discovery projects and technology licensing due diligence at Vertex Pharmaceuticals, a small-molecule therapeutic company based in Cambridge, MA. He also worked in strategic marketing at Serono International S.A., a biopharmaceutical company based in Geneva, Switzerland. During his scientific career, Wei first-authored numerous scientific publications in journals including Science, Proceedings of the National Academy of Sciences, and Journal of Biological Chemistry.
Wei received a B.S., with distinction, in Chemical Physics from University of Science and Technology of China, a Ph.D. in Biochemistry and Mammalian Genetics from Harvard University, and an MBA from the Kellogg School of Management at Northwestern University, where he was elected Beta Gamma Sigma, with a concentration in Finance, Accounting and Marketing. Dr. Li serves on the Board of Directors of TCT Medical and Innovent Biologics.
Wesley S. Chan, Ph.D.
Senior Vice President, Director, Stock Selection Research
Acadian Asset Management
Wes joined Acadian in September 2011 as Director, Stock Selection Research where he will help lead Acadian’s bottom-up research effort, working closely with Malcolm Baker in formulating Acadian’s Investment Research agenda. Wes had 14 years of investment experience. He previously worked at Goldman Sachs Asset Management where he served as Vice President in the Quantitative Investment Strategies group. There he was a leading member of the research team responsible for developing alpha themes and implementing new signals. Prior to that, he was a partner and lead equity researcher at AlphaSimplex Group. Education: Ph.D., Financial Economics, MIT Sloan School of Management; A.B, Economics, Princeton University.
Richard Tan
Director of Equity at PanAgora Asset Management
Richard joined PanAgora Asset Management in 2008 and currently holds the Senior Portfolio Manager position for the $10B StockSelector large/small cap funds and diversified arbitrage fund. Prior to that, Richard has worked for Wellington Management, Fidelity Investments and Accenture and has 11 years of experience in investment management. Richard graduated from Shanghai Jiaotong University with a Bachelor degree in Computer Science in 1997, received a MBA from Boston College and a Master of Science in Computer Science from Rutgers, The State University of New Jersey-New Brunswick in 2002.
Gang Hu, Ph.D., CFA
Associate Professor of Finance at Babson College
Gang Hu is a tenured Associate Professor of Finance at Babson College, where he holds the Zwerling Family Endowed Term Chair. Previously, he held the Fidelity Term Chair. Dr. Hu specializes in the study of corporate finance, institutional investors, and trading. He has won several research awards including the WFA NASDAQ Award, 1st Prize at the Chicago Quantitative Alliance academic competition, and a Best Paper Award from the Eastern Finance Association. Dr. Hu has published his research widely in academic journals, practitioner journals, and books, including Journal of Financial Economics, Review of Financial Studies, Journal of Financial and Quantitative Analysis, and Financial Analyst Journal. Prior to joining Babson College, Dr. Hu was a Quantitative Trade Analyst at Fidelity Management & Research Company’s Global Equity Trading group. He holds a Ph.D. in Finance from Boston College and a B.E. in System Engineering from Tianjin University, China. He is a CFA charterholder.
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TCFA Introduction
The Chinese Finance Association (TCFA) is a government registered non-profit organization aimed at facilitating the exchange of ideas, knowledge and information on education, research and practice in
finance and related areas between the US and China. TCFA seeks to bring together the collective wisdom and expertise of scholars and professionals active in the field of finance in an effort to help the development of capital markets in China. TCFA further seeks to serve as the central venue to service its members in their professional development. In pursuit of these goals, TCFA and its local chapters organize and sponsor a broad range of activities including the best paper awards, career development workshops, seminars and annual conferences.
NECINA Introduction
New England Chinese Information & Networking Association (NECINA) is a premier professional organization in New England. New England Chinese Information and Networking Association (NECINA) is a non-profit, non-political organization. Founded in 1996, NECINA has grown to be one of the premier high tech professional organizations in New England. NECINA has its reach to thousands of people with members covering diverse industries such as software, telecommunications, networking, bioinformatics, venture capital, finance , and law. NECINA Board of directors and members have also created many successful enterprises such as Cascade Communications, Arris Networks, ArrowPoint Communications, Sycamore Networks, Biscom, Metrobility, Axis Semincontactor, Azuki Systems, 8D World etc.
MPA Candidate - Class of 2014
Kennedy School of Government
Harvard University
