4月15日,我们荣幸请到了中投公司的高级投资经理余家鸿先生为大家介绍他在资产配置领域深耕多年的投资经验和理论。以下是本次活动的具体信息。

【讲座课题】 国际大类资产配置包括风险平配(Risk Parity)的理论与操作概述 

【时间】4月15日晚7:15pm-9:00pm

【地点】 70 Memorial Dr. Building E51 Room 345

【讲座摘要】 

资产配置是机构投资者面临的主要问题。基于自身的特点,不同的机构会探寻适用的配置模式。在讲座中,我们希望通过对这些不同模式的分析,梳理出机构特点和配置模式之间内在的逻辑关系,特别是适合运用风险平配(Risk Parity)模式的机构类型。 

【报名链接】请注册,方便临时通知

https://docs.google.com/forms/d/e/1FAIpQLSeiDv2zhZ_Y599e1Y944FKUk3t5D233gwP7Lrb54lp_P4yuZQ/viewform?usp=sf_link

【讲者简历】

余家鸿 Wallace Yu

  中国投资有限责任公司(中投公司)高级投资经理,北京市青联委员,香港政府金融发展局咨询委员,香港大学亚洲环球学人(2018)在中投公司负责全球多资产投资策略与团队,投资宏观配置组合。转任多资产组前,供职于公司资产配置部门在公司建仓初期参与搭建自上而下配置框架

2009加入中投公司之前,在英国伦敦的摩根士丹利(Morgan Stanley)、德意志银行(Deutsche Bank) 与香港的美国对冲基金Citadel担任不同投资研究与自营交易岗位。2001年英国伦敦帝国理工学院数学金融硕士优异毕业(英国外交部志奋领奖学金)。本科就读于香港大学与加拿大多伦多大学精算专业。持有特许金融分析师(CFA)FRM专业资格,北京大学光华管理学院高级管理培训毕业。香港专业人士(北京)协会理事、中国保险报资管周刊学术顾问、一国两制青年论坛理事。

参与编著的 《探秘资管前沿:风险平价量化投资》2018,中信出版集团)获巴曙松、陈志武、高西庆、朱小黄等十余位资深专家和知名人物撰文推荐。

欢迎大家积极报名!

Organizers

Boston Chinese Investment Club

Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/investment areas between US and China. Main activities include summits, seminars, and roadshows connecting startups and institutional investors. (https://bcicglobal.org/) Startups, Investor, or sponsors please contact us at info@bcicglobal.org

 
MIT Sloan Global Macro Investing (GMI)
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Sloan Global Macro Investing (GMI) Club aims to bring together students, faculty and finance professionals to discuss issues that matter globally today. GMI Club helps members develop critical thinking about risks and opportunities in the global economy, and enhance the career opportunities in the investment management industry. The Club has hosted 20+ speaker series with featured speakers from PIMCO, MFS, Eaton Vance etc.

Website: http://www.sloanmacro.com/

MIT Sloan Greater China Club

MIT Sloan Greater China Club (Sloan GCC) is a voluntary, non-profit organization with the mission to build a close-knit community for the growing number of Sloan students. We hold activities related to Greater China region in areas including professional development, social gathering and cross-cultural communication.

BCIC Platinum Sponsor

E Fund Management Co., LTD. 

http://www.efunds.com.cn/

Established on April 17, 2001, E Fund is one of the fund managers in China with the longest and most successful history. The Company is based in Guangzhou and has offices in Beijing, Shanghai, Chengdu, Dalian, Nanjing, Hong Kong and the United States.

BCIC Gold Sponsors

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http://www.easternlinkcapital.com/

Eastern Link Capital is a China focused private equity fund registered with Asset Management Association of China(AMAC). EL Capital manages Eastern Link Capital Fund I and Eastern Link Capital Fund II, both Renminbi funds anchored by the prestige joint venture fund of funds of China Development Bank and Suzhou Industrial Park. We invest in late stage companies and middle market buyout in consumer, healthcare service & medical devices and technology. Our partners’ hands-on working experience with the local capital market and the fund’s unique investment strategy in helping our portfolio companies access the dynamic China’ local capital market will generate high returns for our investors. EL Capital is headquartered in Beijing with additional offices in Suzhou, Boston and Seattle.

ht_blue_logo

http://www.hengtiansoft.com/

Hengtian is a technology services company in Hangzhou, China, an alliance among State Street Corporation, Insigma Technology (a Global Outsourcing 100 Company) and Zhejiang University (A Top Three University in China). Hengtian is dedicated to providing reliable and professional IT services and products for companies at home and abroad. The company offers enterprises customized software development services and IT products and solutions in relation to finance, manufacturing, and retailing, to name a few.

massave1

Mass Ave Capital

Mass Ave Capital is a venture capital firm focusing on start-ups based in Cambridge or Great Boston area. We believe our strong resources and ability of small companies operation can help our portfolios greatly. And, with our passion and vision, we can provide a great return to our investors. Trust us, and being with us.

Yintech Investment Holdings

http://www.yintech.net

Yintech Investment Holdings Limited (“Yintech” or the “Company”) is a leading provider of investment and trading services for individual customers in China. Yintech strives to provide best-in-class financial information, investment tools and services to individual customers utilizing the latest financial technology and mobile platform.

Shanghai Zhangjiang Boston Enterprise Park

 http://www.zjbostonpark.com/ 

Shanghai Zhangjiang Boston Enterprise Park (SZBEP) serves as a high-tech platform for enterprises to thrive, and startups to grow through gathering resources, providing opportunities, and fostering innovation. To establish the foundation for seamless convergence of innovation and businesses between China and the United States, the park provides a variety of services include mentoring, consulting, financing, project applications and many others. The teams are dedicated to create unorthodox methods of communication between the United States and China that yield more advanced technology and a better future.

U.S. & International Tax and Legal Services

http://www.vacovec.com

Vacovec, Mayotte & Singer, LLP is a law firm distinguished for its concentration in tax law. Located just outside of Boston, Massachusetts, we provide a full range of tax and related legal services to clients throughout the United States and around the world. Our attorneys are experienced in solving complex tax planning, structuring and compliance issues using creative strategies and determined advocacy on behalf of our clients. Please contact us for more information about our services and our firm.