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主講人介紹

  1. 【107年11月28日(Wed.) 固定收益資產組合講席】

  2. Kelvin
    Kelvin Leung, vice president, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Hong Kong, Kelvin is an investment specialist responsible for communicating GFICC's investment products and capabilities to clients across Asia Pacific. He is also a member of Sustainable Investment Leadership Team in the region. An employee since 2013, Kelvin was a product strategist, covering competitive positioning of JPMAM's investment products across multiple asset classes. Prior to joining the firm, Kelvin assisted in manager selection for the official reserves of the HKSAR Government within Hong Kong Monetary Authority and was also an investment analyst at Ontario Teachers' Pension Plan in Canada. Kelvin holds a bachelor degree in Mathematics and Statistics from University of British Columbia and a master degree in Operations Research from University of Waterloo. He is a CFA charterholder, a Chartered Alternative Investment Analyst (CAIA) and a Financial Risk Manager (FRM).
    黃奕栩產品經理
    黃奕栩 產品經理
    經歷:
    2017年加入摩根資產管理,專責摩根固定收益系列產品。曾任第一金投信固定收益部基金經理人,野村投信(原ING安泰投信)固定收益部基金經理人及研究員。
    學歷:
    國立政治大學金融學系碩士

    介紹:
    Marco Huang is a product manager of fixed income fund (focusing on high yield bond and emerging markets debt) in J.P.Morgan Asset Management Taiwan. Prior to joining the firm in 2017, he was as fund manager of global high yield bond fund at FSITC, and of investment grade bond fund at Nomura Asset Management Taiwan. He holds B.S. and M.S. from Money and Banking Department in National Chengchi University.

  3. 【107年12月13日(Thur.) 國際投資組合配置講席】

  4. Sunny
    Sunny Ng, CFA
    Senior Vice President, Portfolio Manager, Global Multi-Asset
    PineBridge Investments, Hong Kong
    Mr. Ng joined the firm in 2016 and is responsible for the Global Multi-Asset Team’s client-facing activities in the Asia-Pacific region, and contributing to the firm’s Multi-Asset Strategy and portfolio implementation functions with a particular focus on Asia-based portfolios. Prior to joining the firm, Mr. Ng was a Managing Director and Head of Asia ex Japan Portfolio Strategists at State Street Global Advisors (SSGA), where he was responsible for leading the regional team representing SSGA investment views and strategies to clients across Asia. Prior to that, Mr. Ng was Research Director for Morningstar Asia, where he was responsible for overseeing and building out the firm's funds research platform in Hong Kong, Singapore, and Taiwan. Prior to that, Mr. Ng held positions at AllianceBernstein and Pavilion Advisory Group, where he founded the quantitative strategies group. Mr. Ng has been active in industry research and has multiple articles published in the Journal of Portfolio Management, including “A Constant Volatility Framework for Managing Tail Risk,” which received the AIMA Hillsdale Research award for best paper in 2010. He holds Bachelor of Commerce and MBA degrees from Concordia University in Montreal. He also is a CFA charterholder.

    THOMAS
    THOMAS LO, PhD
    Vice President,
    Quantitative Analyst, Listed Equities
    PineBridge Investments, Hong Kongv Dr. Lo joined the firm in 2012 and is a Quantitative Analyst, responsible for quantitative equity research and development for our Research Enhanced and Asia ex-Japan Equities strategies. Prior to joining PineBridge Investments, he worked as a Research Analyst at CBID and a Senior Consultant at d-fine, a risk management consultancy. Dr. Lo holds a MSc in Statistics from the University College London, and a PhD in Biochemistry from the University of Cambridge. is a Quantitative Analyst, responsible for quantitative equity research and development for our Research Enhanced and Asia ex-Japan Equities strategies. Prior to joining PineBridge Investments, he worked as a Research Analyst at CBID and a Senior Consultant at d-fine, a risk management consultancy. Dr. Lo holds a MSc in Statistics from the University College London, and a PhD in Biochemistry from the University of Cambridge.

    Herman
    Herman Chan
    Vice President, Strategy, CEO Office,
    PineBridge Investments, Hong Kong
    Mr. Chan joined the firm in 2014 and is primarily responsible for Business Development and Corporate Strategic planning and analysis across Asia. Prior to joining the firm, Mr. Chan was a Manager in the Asia Pacific Chief Operating Officer Management Office at HSBC, providing analysis, planning, and assisting in the implementation of Group COO strategies across Asia. Prior to that, Mr. Chan worked at UBS as Associate Director for both APAC Finance COO Office and Group Government Affairs. Before coming back to Hong Kong, Mr. Chan spent 3 years working in advisory services and audit with PricewaterhouseCoopers and KPMG respectively in Toronto, Canada. He holds a Bachelor’s degree of Commerce in Accounting and Finance from Queen’s University in Kingston, Ontario, Canada. He also is a Chartered Professional Accountant granted by The Institute of Chartered Accountants of Ontario.

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