Asia Bond Market Dynamics

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 230509LU-CEX)

In the volatile credit market, we are glad to invite Mr. Gordon Tsui, CFA, Managing Director and Head of Fixed Income, Ping An of China Asset Management (Hong Kong), and Mr. James Wong, Portfolio Manager of Gaoteng Global Asset Management, to share some insight on the outlook of Asian credit market, and the relevant skills of fixed income portfolio management. 
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About the Speakers

Mr. James Wong
Portfolio Manager
Gaoteng Global Asset Management

James has almost 19 years of investment and research experience in fixed income, including 10 years of China USD bond investment experience.

James currently manages “Gaoteng Greater China Select Bond Fund” plus other high yield fixed income mandates from outside clients. He is regarded as one of the experienced high yield bond investors within the industry.

James served as a Deputy Fixed Income Chief Investment Officer at BOCHK Asset Management Limited overseeing all high yield fixed income-related investments of about USD1.0 billion for the company. The two high yield public bond funds under his management were awarded Best RMB Bonds, Offshore <3 Years (2014, 2015) & 5 Years (2016, 2018)> by Asia Asset Management, Best-in-Class of High Yield Fixed Income (2015, 2018), Best-in-Class of RMB Fixed Income (2014, 2018) and Best-in-Class of China Fixed Income (2017) by Benchmark, Best Total Return-Greater China Fixed Income, 1st Runner-up <3 Years (2018, 2019) & 5 Years (2019)> by China Asset Management Association of Hong Kong/Bloomberg, and One Year Overseas Golden Bull Mutual Recognition Fund (2018) by China Securities Journal.

Personally, James was awarded The Most Astute Investors in Asian G3 Bonds by The Asset for SIX times from 2013 to 2022, and The Most Astute Investors in Asian Local Currency Bonds in 2015. Prior to BOCHK, Mr. Wong performed various investment and research duties at Standard Chartered Bank, Moody’s Investors Service, BNP Paribas, Sumitomo Trust & Banking and Merrill Lynch & Co.

Mr. Gordon Tsui, CFA
Managing Director & Head of Fixed Income
Ping An of China Asset Management (Hong Kong)

Gordon Tsui is a seasoned bond fund manager with more than two decades of financial market experience. He previously led the fixed income team at Taikang Asset Management (Hong Kong) and managed the USD bond portfolio of Taikang Insurance Group Inc. Prior to this role, Gordon was Deputy Chief Investment Officer of Hang Seng Investment Management and Lead Fund Manager of Hang Seng RMB Bond Fund, which won the “Best in Class” award in 2014 for “RMB Bond” category in Hong Kong by Bloomberg Businessweek. Gordon obtained first class honours degree in Economics from the LSE on Sir Edward Youde Scholarship awarded by Hong Kong SAR Government. He stationed in New York as Representative of Hong Kong Monetary Authority between 2001 and 2004.

Edwin Fan, CFA (moderator)
Head of Macro, Markets & Investments Pillar
Vice Chair, Continuing Education Committee

Mr. Edwin Fan is an investment counsellor of a global private bank. Edwin served as the Director of Fitch Ratings for 5 years, and was responsible for China Property and SOE credit rating and research. Prior to that, Edwin has more than 10 years of Asian equities experience with different financial institutions including Jefferies, BOCI securities, RHB securities and BNP Paribas Investment Management. He also served as a volunteer of CFA Society Hong Kong since 2016. 

Rating General- Material presented will be basic and of interest to a general audience having no background in the area. 

CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks

• This Webinar is a complimentary event for all members.
• Upon registration on the Zoom platform, each registrant will be given a unique link for each session, please do not share the link with others.
• Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. Please see below for further details.
• To qualify for CPT/CE hours, all participants must attend the full webinar. After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• The webinar link and email confirmation will be sent to the registrant upon successful online registration. 
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• The webinar will be conducted on Zoom.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 12:30 PM.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• CFA Society Hong Kong will closely monitor and assess the ongoing situation of COVID-19 in the community. Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained. 
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.

 
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