11/25
(Mon.)

Topics

Speakers

09:30-10:50

Topic 1: Global Asset Allocation Solution國際資產配置解決方案I

Ms. Michelle Leung
Director and Head of Multi Asset Product Specialist, Asia Pacific , Allianz Global Investors
(中文授課)

10:50-11:10

Break Time

11:10-12:30

Topic 1: Global Asset Allocation Solution國際資產配置解決方案II

12:30-13:30

Lunch

13:30-14:50

Topic 2: Global Fixed Income Overview全球債券市場投資分析

Ms. Julia Kuo (郭瑞玲), CFA
Fund Investment Specialist, PIMCO Taiwan
(中文授課)
Mr. Justin Tang (唐佳志), CFA, CAIA
Senior VP, PIMCO Hong Kong
(中文授課)

14:50-15:10

Break Time

15:10-16:30

Topic 3: Late Cycle Investing & Risk Management固定收益之風險管理

12/4
(Wed.)

Topics

Speakers

09:30-10:50

Topic 1: Risk Management-Risk management framework
風險管理理念和框架

Mr. Andrew Zhang, CFA
Head of Investment Risk, Asia Pacific
Schroders Investment Management, Hong Kong
(中文授課)

10:50-11:10

Break Time

11:10-12:30

Topic 1: Risk Management-Common tools and approach for Investment risk management
投資風險管理-技術、工具和方法

12:30-13:30

Lunch

13:30-14:50

Topic 2: Global Retirement Development and Solutions 全球退休投資方案發展I

Ms. Michelle Leung
Director and Head of Multi Asset Product Specialist Asia Pacific , Allianz Global Investors
(中文授課)

14:50-15:10

Break Time

15:10-16:30

Topic 2: Global Retirement Development and Solutions 全球退休投資方案發展II