2019年加中金融协会(CCFA)推陈出新,本年度首个标志性活动 – 崭新的卓越演讲者系列在2月12日下午正式启动。多伦多市上演了多年未见的大雪暴,以此作为盛大隆重的开幕式来欢迎与会嘉宾。
“中国传统中瑞雪兆丰年,下雪代表着好运和繁荣,” CCFA主席顾大局宣布活动开始并寄语。此次活动的主题是“经济和投资机会 - 2019年展望中国和全球视角。” 我想我们大家都会收益于富有洞察力的演讲,由此迎接繁荣的猪年。”
“CCFA旨在邀请来自中国和加拿大的知名行业领袖和专家交流意见,加深对具有行业意义的关键问题的理解。” CCFA前主席兼论坛发起人Ti Wang表示。
会议持续了2个小时。李华伦先生是著名的朱雀投资的创始人兼首席投资官,拥有西北大学经济学学士和中欧国际商学院EMBA。他是中国证券投资基金协会理事,私募证券投资基金专业委员会联席主席。在资本市场拥有超过20年的经验,五次荣获中国证券报[金牛私募投资经理奖],是获得该荣誉最多的基金经理之一,享有业界盛誉。在他的领导下,朱雀投资已发展成为中国顶级私募基金管理公司。从中国专程远道而来李先生分享了他对全球市场的看法,特别提及了中国几个前景看好极其具有潜力和增长性的行业投资机会。
Fiera Capital Inc.的高级副总裁Govind Menon先生则是另一位主要发言人。Govind是一位经验丰富的投资组合经理,拥有超过20年的投资经验。在加入Fiera资本之前,他曾在加拿大最大的两家养老基金——安大略省教师养老基金和加拿大养老金基金投资委员会合计工作了12年。他还有丰富的客户关系经验,例如家族办公室和投资顾问,并在多个业务渠道中支持机构投资者。 Govind拥有印度管理学院艾哈迈达巴德分校的MBA学位。Govind分享了大量选股的实战经验和很多研读企业研究报告的投资窍门。
紧接着2个主题演讲之后是小组讨论。讨论由多伦多本地投资业界知名人士,曾同在加拿大养老基金的投资组合经理Steven Wang主持,讨论更距离阐明了两位演讲人的投资理念。两位卓越的演讲嘉宾还分别向观众推荐了几本书。
约60名与会者分别来自本地行业领袖,高净值个人(HNWI)和专业投资者群体出席了会议。
此次活动由安永会计师事务所(Ernst and Young Canada)和真融宝(Zhenrongbao)赞助,后者是投入金融科技的弄潮儿。两个赞助商都承诺将继续赞助该系列支持加中金融协会, 并长期为促进加拿大中国金融业双边对话不遗余力。
加中金融协会 CCFA成立于2001年,旨在成为加拿大和中国金融业和政府值得信赖的顾问和行业倡导者。 CCFA拥有3000多名会员,致力于促进加拿大和中国金融及其相关领域的研究,教育,监管和商业实践方面的信息交流。在过去的17年里,CCFA已经发展成为促进金融业双边关系的重要平台之一。卓越演讲者系列将进一步提升CCFA品牌的专业性和独特性,从而共同建立两国的紧密的商业合作关系。
On February 12, CCFA launched its first event of 2019 new signature initiative – Distinguished Speaker Series. City of Toronto welcomes everyone with the grand opening ceremony of snowstorm, a big one that Torontonians have never seen for years.
"The snow shower in Chinese tradition represents luck and prosperity." Daju Gu the president of CCFA kicked-off the event. The event featured with the topic “Economy and Investment Opportunities–2019 outlook from Both China and Global Perspectives. “I hope that the speakers’ insightful views will benefit us all in having a prosperous new year of PIG." Daju said in the opening.
" CCFA aims to invite distinguished industry leaders and experts from China and Canada to exchange views and deepen the understanding of key issues of industry significance." said Ti Wang, CCFA former president and the initiator of the forum.
The session ran for 2 hours. Mr. Li Hualun, the well known founder and Chief Investment Officer of Rosefinch Investment and the Co-Chair of China AMAC Hedge Fund Committee was one of the honored speakers. Mr Li, who travelled all the way from China, shared his view on the global market with specific focuses on selected great investment opportunities in several industry sectors in China. Mr. Govind Menon, CFA, SVP, Fiera Capital Inc. was the other speaker. Mr. Menon is a seasoned portfolio manager and stock picker with over 20 years’ investment experience, including 12 years with the two of Canada’s largest pension funds – Ontario Teachers’ Pension Plan and Canada Pension Plan Investment Board. Govind provided a lot of insights on corporate research and investment tips.
A panel discussion was held following the 2 keynote speeches. The discussion was moderated by Steven Wang, CFA, a former portfolio manager at CPPIB and well known to the investment industry. The discussion brought a closer look at the individual speakers’ investment philosophies. Both speakers have recommended several books to the audience.
About 60 participants consisting of local industry leaders, high net worth individuals (HNWI) and professional investors attended the session。
The event was sponsored by Ernst and Young Canada and Zhenrongbao – a growing player in the fintech space. Both sponsors are commitment to sponsoring the series as part of CCFA’s effort to promote Canada China bilateral dialogue in financial industries.
Established in 2001. the CCFA aims to be a trusted advisor and leader for Canadian and Chinese Financial Industries and governments. With over 3000 members, CCFA seeks to facilitate information exchanges in research, education, regulation and business practices of finance and its related areas in Canada and China. For the past 17 years CCFA has evolved to be one of the important platforms to promote bilateral relationships in the financial industry. The distinguished speaker series will further enhance the CCFA brand on its professionalism and uniqueness to collectively build up business relations from both countries.