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主講人介紹

  1. 【108年11月25日(Mon.) 國際資產配置與風險管理】

  2. Michelle
    Michelle Leung
    Director
    Michelle is a product specialist, a director and Head of Multi Asset Product Specialist Asia Pacific with Allianz Global Investors, which she joined in 2017. As a member of the Multi Asset Asia Pacific team, she is responsible for articulating the philosophy and pro-cess of the firm’s multi asset strategies to clients and supporting sales and marketing of multi asset offerings in the region.
    Michelle has financial industry experience since 2004. Prior to join-ing AllianzGI, she was a senior director at Manulife Asset Manage-ment Hong Kong, where she was responsible for product develop-ment of multi asset strategies for the company’s Asian wealth & asset management business. Previously, she worked in portfolio management and investment advisory services in Greater China region.
    Michelle has a Bachelor of Economics and Finance from The Uni-versity of Hong Kong and a Master of Business Administration from New York University.

    梁欣擔任董事兼亞太區多元資產產品專員總監, 她于2017年加入安聯投資。 作為亞太區多元資產團隊的成員, 她負責闡明投資策略的理念和流程, 為客戶提供多元資產投資的解決方案, 並支援地區內產品銷售事務。
    梁女士自2004年加入金融行業以來,累積豐富的投資管理及諮詢經驗。 在加入安聯投資之前,她曾擔任香港宏利資產管理公司的高級董事, 負責公司亞洲財富及資產管理業務的多元資產產品開發工作。 在此之前, 她曾在大中華地區從事投資組合管理和投資諮詢服務。
    梁女士擁有香港大學經濟學及金融學士學位和紐約大學工商管理碩士學位。

    Julia
    Julia Kuo, CFA
    Ms. Kuo is a fund investment specialist and account manager in the Taipei City office, focusing on product training, management and development. Prior to joining PIMCO in 2018, she worked at Fidelity Taiwan, where she was responsible for product research and marketing as well as product development and management. She has 16 years of investment experience and holds an MBA from City University of New York, Baruch College and an undergraduate degree in economics from Chengchi University in Taiwan.
    Justin
    Justin Tang, CFA, CAIA
    Mr. Tang is a senior vice president and account manager in the Hong Kong office and leads the effort in client servicing and business development for institutional clients in Taiwan. Previously, he was an account manager in the U.S. financial institutions group and a product strategist in alternative strategies in the Newport Beach office. Prior to joining PIMCO in 2015, he worked in sales and trading at Standard Chartered Bank, specializing in fixed income and currency derivatives hedging solutions for corporate clients. He has nine years of investment and financial services experience and holds an MBA from Columbia Business School. He received his undergraduate degree from National Chengchi University in Taiwan.
  3. 【108年12月4日(Wed.) 退休理財商品新趨勢與操作策略】

  4. Michelle
    Michelle Leung
    Director
    Michelle is a product specialist, a director and Head of Multi Asset Product Specialist Asia Pacific with Allianz Global Investors, which she joined in 2017. As a member of the Multi Asset Asia Pacific team, she is responsible for articulating the philosophy and pro-cess of the firm’s multi asset strategies to clients and supporting sales and marketing of multi asset offerings in the region.
    Michelle has financial industry experience since 2004. Prior to join-ing AllianzGI, she was a senior director at Manulife Asset Manage-ment Hong Kong, where she was responsible for product develop-ment of multi asset strategies for the company’s Asian wealth & asset management business. Previously, she worked in portfolio management and investment advisory services in Greater China region.
    Michelle has a Bachelor of Economics and Finance from The Uni-versity of Hong Kong and a Master of Business Administration from New York University.

    梁欣擔任董事兼亞太區多元資產產品專員總監, 她于2017年加入安聯投資。 作為亞太區多元資產團隊的成員, 她負責闡明投資策略的理念和流程, 為客戶提供多元資產投資的解決方案, 並支援地區內產品銷售事務。
    梁女士自2004年加入金融行業以來,累積豐富的投資管理及諮詢經驗。 在加入安聯投資之前,她曾擔任香港宏利資產管理公司的高級董事, 負責公司亞洲財富及資產管理業務的多元資產產品開發工作。 在此之前, 她曾在大中華地區從事投資組合管理和投資諮詢服務。
    梁女士擁有香港大學經濟學及金融學士學位和紐約大學工商管理碩士學位。

    Andrew
    Andrew Zhang, CFA
    Head of Investment Risk, Asia Pacific
    Schroders Investment Management, Hong Kong
    Mr. Zhang joined the firm in 2016 and is primarily responsible for implementing Schroder Investment Risk Framework in Asia Pacific. Prior to joining the firm, Mr. Zhang was a regional risk manager in AXA IM(HK). Prior to that, Mr. Zhang was Head of Risk at Fortune SG Investment Management Co., based in Shanghai. He holds MSc of finance from London Business School. He is a Chevening Scholar and Mansion house Scholar.

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