Accessing Investment Opportunities in China – Risks and Rewards

InvesTAO China Alpha Webinar Series
This document is for institutional investors only
Co-HostsTrignum, InvesTAO
Panellist(s)Guotai Jun'an Securities, Ping An of China Asset Management (HK), HFT Investment Management
Date28 April 2021

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Summary

The Chinese capital market’s rise and development have been among major topics in the investment world today. The longer-term capital growth potential in China has caught the attention of many investors, especially the pension fund industry. In addition, the Chinese market’s low correlation with the world makes it an attractive diversification tool in the ever-changing global environment inundated with volatilities. How should clients invest in China in a prudent way?

Co-hosted by InvesTAO and TrigNum, this mini virtual webinar series will be divided into three presentation-style webinars, covering three main topics:

  • China Macro: dissect the most topical policies in China and what they mean for your investments
  • China’s fixed income market: an overview of the market development, accessibility, and China Green Bond opportunity
  • China’s equity market: an overview of the equity market development, accessibility, current and future trends, allocation insights, risk management

Panellists' Bio

Keynote Speaker
Roland van den Brink
Founder of TrigNum

Roland van den Brink, the founder of TrigNum, has over 35 years of experience in the pensions industry. He held both investment-related as well as senior management positions.

In 1997, The American magazine Pension & Investments regarded Roland as one of the “twenty-five to watch” globally in their anniversary special. He is one of the early and successful investors in Chinese A-shares by tripling the €140 mln invested during 2004-2007.

Moderator
Hillary Su
Head of UK, InvesTAO

Hillary Su joined InvesTAO in 2019, currently responsible for the fund distribution and institutional client relation across EMEA with a focus on the UK. Prior to InvesTAO, she was equities sales in Maybank Kim Eng, Everbright Sun Hung Kai and Haitong Securities in London, where she was also in charge of the company’s corporate access to Chinese listed companies. Before that, she worked for and KPMG in London, advising multinational corporates on market-entry risks in emerging countries.

Ms Su holds an MSc. from the London School of Economics and a BA with Honors from Ohio Wesleyan University.

Speaker
Jeffrey Guo
Managing Director, Head of Overseas Institutional Clients Department of Guotai Junan Securities

Before joining Guotai Junan, Mr Guo was with HSBC in London. Currently, Mr Guo is a member of the Standing Committee of the Youth Federation of the People’s Bank of China (“PBOC”).

He graduated from London Business School. Mr Guo’s articles were published in China Finance, China Bond. He translated “Bonds without Borders” (China Financial Publishing House) in 2015.

Speaker
Dr Sean Chang
Head of Fixed Income and Cash Management, Ping An of China Asset Management (Hong Kong)

Previously managed investment & research functions for Baring Asset Management, Dr Chang has proven experience with world-leading asset management and financial institutions including, Halbis (HSBC) Capital Management, Mirae Asset, Hang Seng Investment Management and Invesco. Dr Chang received performance awards for managed and co-managed funds, including the Most Astute Fixed Income Investor, and the Best Local Currency Bond Manager Awards in consecutive years.

Dr Chang graduated with a DBA Degree from Macquarie Graduate School of Management, Australia. He also received his Master of Finance Degree from Royal Melbourne Institute of Technology University. He had his Bachelor of Commerce Degree at Bond University in Australia. He also graduated with his Law Master Degree at Chinese University and received his Law Diploma at Hong Kong University SPACE.

Speaker
Xiaohai Du
Chief Investment Officer, Quantitative Equity Investing, HFT Investment Management

Mr. Du joined HFT in 2003, and during his 18 years tenure at HFT, Mr. Du served in several roles in investment and risk management. Prior to becoming CIO for Quantitative Investment, Mr. Du was Head of Multi-Asset Investment at HFT. Prior to joining HFT, Mr. Du was CEO for China for American Bourses Corporation from 1999 and 2002. Before that, Mr. Du was a financial engineer for Man-Drapeau Research, a joint venture between ED & F Man Investments and Drapeau Advisors.