美国华人金融协会（CFAA） 将于3月23日（本周三），在芝加哥市中心举办有关证券及投资的专题研讨会。研讨会嘉宾包括芝加哥地区金融界华裔专家、资深从业人员。
研讨会将就证券分析、基础投资领域金融投资分析方法的基本要素、实际应用、局限等问题进行探讨，研讨主题还包括：成为一名投资分析师所需的基本条件，中国证券投资市场的现状与展望。本次活动对有志于从事金融行业的人士而言，是一次难得的社交联谊机会，并可同与会专家、资深从业人员就金融业及未来职业规划等诸多问题进行交流。
本次活动具体时间为：3月23日，5:15 p.m. - 7:00 p.m.，具体地点为：The Union League Club of Chicago （7楼，Tudor Room 700）, 65 West Jackson Blvd,Chicago,IL. 。
本次活动，请提前登记，CFAA会员每位 $8，非CFAA会员每位 $13,现场参加者每位 $18。登记注册，请点击
Chinese Finance Association of America cordially invites you
to join us for a feature panel discussion
"Understanding Security Analysis and Fundamental Investment"
Fundamental investment is the classic and most widely used investment approach to analyze companies and select stocks in the investment profession. How is this method implemented in the real world? And what are the key elements to security analysis and fundamental investment? What are the scopes and limitations of this approach? What are the lessons and implications from the recent financial crisis on fundamental investment? What are the important qualifications for those who are interested in becoming an investment analyst? What is the current state and outlook of fundamental investment in the Chinese equity market? You will hear about each of these topics and many others from three industry veterans at this event.
The meeting is also a great opportunity for you to network with other finance professionals, as well as exchange ideas on the industry and career development.
Wednesday, March 23, 2011
5:15 p.m. - 7:00 p.m.
The Union League Club of Chicago
Tudor Room 700, 7th Floor
65 West Jackson Blvd
Chicago, Illinois
Featured Panelists
Vivian Lin, CFA
Executive Director, Senior Investment Analyst, UBS Global Asset Management
Larry Cao, CFA
Senior Consultant, Ibbotson Associates at Morningstar, Inc
Harry Gao, CFA
Senior Vice President, Investment Analyst, Institutional Capital LLC
Agenda:
5:15 – 5:45pm Registration and networking
5:45 - 6:35pm Panel Discussion (moderated by Dr. Rui Zheng)
6:35 - 7:00pm Q&A and Conclusion
Fee: CFAA Members - $8, Non-CFAA Members - $13; Walk-ins - $18
Pay Online Now
Note:
- Business casual attire is required, shirts with collar, no jeans and sneakers allowed.
- No refunds will be issued unless the event is canceled.
- CFAA members are defined as those who submitted CFAA membership forms and fees with confirmation from CFAA Board of Directors.
Panelists’ bio:
Vivian Lin, CFA, Executive Director, Sr Investment Analyst, UBS Global Asset Management
Vivian Lin is a Senior Investment Analyst at the US Equities Group at UBS Global Asset Management. Her primary responsibilities include investment research and stock selection in the US consumer staples sector and homebuilding/building products industry. Her prior experience with the firm was as an investment analyst for the consumer sectors in Latin America, Eastern Europe, Middle East, and Africa. Prior to joining the firm in 1999, she worked for a Chinese trust and investment corporation and a real estate company based in Beijing. Ms. Lin is a member of the CFA Institute and CFA Society of Chicago. She has a bachelor’s degree from Peking University in China and an MA and MS degree from the University of Illinois at Urbana-Champaign.
Larry Cao, CFA, Senior Consultant at Ibbotson Associates of Morningstar Inc.
Larry Cao is a Senior Consultant at Ibbotson Associates. His responsibilities include fund due diligence, where he has conducted extensive interviews of chief investment officers and portfolio managers to evaluate their products for clients investment programs. Prior to joining Ibbotson Associates, he worked as an equity analyst at Morningstar. He was a Portfolio Manager and Senior Equity Analyst at Munder Capital Management before then, where he managed US mid-cap, small-cap and international equity funds, including a mid-cap growth fund that won the Lipper Award in 2005. Mr. Cao’s expert opinion has been sought by media outlets such as the Associated Press, BusinessWeek, the Chicago Tribune, CNBC, and the Wall Street Journal.
Mr. Cao earned his B.A. and M.A. in economics from Beijing University and MBA cum lauder from the University of Notre Dame. He also worked as a Visiting Scholar at the MIT Sloan School of Management with Professor Franco Modigliani, with whom he coauthored a research paper on extending the Life-Cycle Hypothesis. Mr. Cao is a CFA charter holder.
Harry Gao, CFA, Senior Vice President, Investment Analyst at Institutional Capital LLC
Mr. Gao is a member of ICAP's investment team. He specializes in the analysis and stock recommendations for the consumer durables and finance sectors. Before joining ICAP in 2006, Harry was employed with the Chartered Semiconductor Manufacturing Company as an engineer. He earned a bachelor's degree in engineering from Tianjin University and has a masters degree in engineering from Singapore - MIT Alliance and an MBA from the University of Chicago.
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