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講席簡介

  1. 【109年11月19日(四) 「另類投資」與「ESG投資」研習課程】

  2. Christopher
    Christopher Santore, CFA, CAIA
    Mr. Santore is an executive vice president and derivatives strategist in PIMCO Newport Beach office, focusing on hedge fund and quantitative strategies. Prior to joining PIMCO in 2012, he was a senior analyst at PAAMCO, where he helped manage fund of hedge fund portfolios for institutional clients. He has 12 years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree in physics from the University of California, Los Angeles.

    Nelson
    Nelson Yuan
    Mr. Yuan is a senior vice president and alternative strategist in PIMCO Hong Kong office. Before relocating to Hong Kong in 2017 to help expand PIMCO's alternatives business in Asia, he spent six years in the Newport Beach office as an alternative strategist. Prior to joining PIMCO in 2011, he worked at The Carlyle Group on their leveraged finance fund, responsible for evaluating, investing and managing leveraged loan, high yield bond and special situations investments in Asia. Prior to that, he worked at Morgan Stanley on the leveraged finance and global capital markets teams. He has 17 years of investment experience and holds an MBA from Harvard Business School and an undergraduate degree from Columbia University.
    Yuan先生現任高級副總裁兼另類投資策略師,駐於香港辦事處。在2017年遷往香港擴展品浩(PIMCO)在亞洲的另類投資業務之前,他在新港灘辦事處任職6年,擔任另類投資策略師。在2011年加入品浩之前,他於凱雷集團(Carlyle Group)的槓桿融資基金就職,負責評估、投資與管理亞洲的槓桿貸款、高孳息債券和特別機遇投資。在此之前,他在摩根士丹利的槓桿融資和環球資本市場部任職。他擁有17年的投資經驗,並持有美國哈佛商學院工商管理碩士學位,以及哥倫比亞大學學士學位。

    Jerry
    Jerry Tsai
    Mr. Tsai is a vice president and quantitative research analyst in the client solutions and analytics group in PIMCO Newport Beach office. Prior to joining PIMCO in 2018, he was a faculty member in economics at the University of Oxford. He holds a Ph.D in finance from the Wharton School at the University of Pennsylvania and an undergraduate degree in economics and mathematics from Rice University.

    Jane
    Jane Hsieh, CFA
    謝幸儒女士為現任副總裁暨客戶投資經理,專責服務機構客戶,駐於香港辦事處。在2014年加入PIMCO前,她曾任職於台灣新光人壽保險公司的固定收益投資部。她擁有超過10年投資經驗,並持有國立臺灣大學的財務金融學士學位,以及英國蘭卡斯特大學(Lancaster University)的金融學碩士學位。






  3. 【109年11月20日(五) 「另類投資」與「ESG投資」研習課程】

  4. 陳彥霓
    陳彥霓(Karen Chen)副總裁
    Karen Chen joined MSCI coverage team in Apr 2019 as Vice President, Client Coverage for Asia. Based in Taipei, she is majorly responsible for promoting MSCI’s indexes and ESG Research suite to clients in the region.
    Karen was formerly an ETF fund manager in Taishin financial holding since joining in 2018. She has over 15 years of experience in the financial sector and has spent more than 10 years in equity derivatives. In her previous role, she was responsible for the sales and marketing for equity derivatives products and index related products.
    Karen has a Bachelor of Finance from National Cheng Chi University in Taiwan and a Master of Finance from National Cheng Chi University in Taiwan.

    陳彥霓(Karen Chen)女士於2019年4月加入MSCI客戶關係團隊,擔任亞洲客戶關係副總裁。她常駐台北,主要負責向該地區的客戶推廣MSCI指數和ESG研究工具。
    陳女士於2018年加入台新金控(Taishin Financial Holding),曾是該公司的ETF基金經理。她在金融領域有超過15年的經驗,在股票衍生品領域有超過10年的經驗。在之前的工作中,她曾負責股票衍生產品和指數相關產品的銷售和市場營銷。
    陳女士擁有臺灣國立政治大學(National Cheng Chi University)財務管理學士學位和財務管理碩士學位。


    Heidi
    Heidi Sum, CFA, MRICS
    Head of Product, APAC
    Director, Investment Specialist, Liquid Real Assets & Equity, APAC
    Joined DWS in 2014 with over 9 years of alternatives investment management experience
    Lead product specialist for Liquid Real Assets & Equity strategies
    Prior joining DWS, Heidi specialized in private equity real estate, where she was responsible in raising capital, transaction execution, managing funds and joint venture platforms in Goodman and LaSalle Investment Management
    Heidi holds the Chartered Financial Analyst designation and graduated with a Bachelor of Engineering (Civil Engineering) from the University of Hong Kong. She is also a Chartered Valuation Surveyor with RICS


    尤昭文
    尤昭文 董事長
    現職:第一金證券投資信託股份有限公司董事長
    學歷: 紐約佩斯大學 魯賓商學院碩士
    淡江大學 保險學系學士

    主要經歷:
    JP Morgan 投信台灣總經理
    JP Morgan Asset Management(HK)香港機構主管,董事總經理
    Man Investments(HK) 董事
    Jardine Fleming 證券交易員
    國際另類投資特許分析師執照


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