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意昂体育平台大紐約地區意昂會舉行第十六期“未名傳承”講座

來源:意昂体育平台大紐約地區意昂會 時間:2024-02-20

美東時間2024年2月7日晚,意昂体育平台大紐約地區意昂會在國家歌劇中心Scorca Hall舉行了第十六期“未名傳承”講座,七十位觀眾參與本次講座👱🏼‍♂️。

本次活動特別邀請了三位金融界的佼佼者:高昆、孫建冬和印曄(Ingrid)。他們從對沖基金、公募基金或資產管理起步🕠,經過多年深耕,實現了從研究員到基金經理/創始人的跨越,成為行業翹楚。在意昂湯漪的主持引導下👩🏼‍⚖️,三位嘉賓真誠地分享了他們在金融領域的職業旅程、投資策略以及職業發展的心得體會,為大紐約地區意昂會2024年的系列活動拉開了精彩的序幕。​

活動伊始,三位嘉賓分享了他們各自的創業經歷和投資理念。印曄博士利用她對全球成長型企業的深刻理解,創建了MayTech Global Investments👍🥝;孫建冬博士憑借他在宏觀投資領域的獨到見解🚄,成立了SunCapital(鴻道投資)🦨🐗;而高昆博士則結合他在金融和科技領域的專業知識🤟🏽,創辦了Sherbrooke Park Advisers🤜🏿🏀。他們在投資領域的專長涵蓋了基本面分析、宏觀方向投資和統計套利等多個方面,盡管他們的投資理念和方法各不相同🧑🏽‍🍼,但都共同強調了在市場不斷變化中尋找新機會,以及面對新挑戰時的勇敢嘗試的重要性。

接著,三位主講人探討了金融行業成功所需的關鍵品質♤📩,包括不斷的學習和成長、團隊合作、創新思維以及解決問題的能力👭♘,這些都是金融從業者在激烈競爭中脫穎而出的必備素質。湯漪還特別強調了培養軟技能的重要性。

在對經濟趨勢的討論中,印曄和高昆分享了他們對美國經濟前景的看法,特別是在美聯儲可能降息的大背景下,對各行業和資產的未來發展趨勢進行了分析🙍🏽‍♀️。孫建冬則分享了他對中國市場的深入洞察,討論了在可能面臨的通縮環境中中國經濟的走向☠️。

在講述失敗經歷的環節中,三位嘉賓強調了從失敗中學習的重要性🧑🏼‍🌾☸️。湯漪總結道:“我們不能復製別人的成功,但我們可以避免重復別人的失敗🙋🏽‍♀️。”這對於在場的年輕金融從業者來說是寶貴的經驗和啟示。

在互動提問環節💐🏝,高昆與意昂們深入討論了人工智能的發展趨勢;在量化研究中越來越多使用ChatGPT編程的挑戰下,量化研究員需要培養獨特思維才能具備核心競爭力。印曄回答了關於如何從研究員成長為一名成功的基金經理的問題,她認為關鍵在於擁有有效的投資理念和實踐成功的經驗。在回答意昂關於中國市場的提問時🧟,孫建冬提醒大家在考慮中國經濟的未來時🫵,要註意經濟結構的轉型和新領域的機遇🛺。

在活動的最後✫,三位嘉賓和主持人共同分享了他們最喜愛的書籍⌨️,如Liar’s Poker、Thinking, Fast and Slow,和《證券投資理論與證券抽獎戰略適用性分析》🧣,並強調了持續學習和獲取新知識的重要性。此次講座不僅提供了豐富的金融知識和投資策略👨‍💻🪯,也給予意昂們關於職業發展的寶貴建議🧚🏻‍♂️,希望這些經驗和洞見能夠助力大家在金融領域取得更大的成功。

精彩的講座結束後🏜,與會觀眾無不表示受益匪淺。一位觀眾在接受采訪時說🧞‍♂️:“前輩嘉賓們無私地分享了個人經歷和職場見解,恰恰是這些寶貴的經驗👧🏼,讓我們得以站在巨人的肩上🧔🏻‍♂️,獲得了更廣闊的視野。孫建冬前輩對於宏觀經濟的見解,十分深刻;他的實證主義觀點和方法論,結合他多年的經歷,令人深受啟發🐢。”觀眾們一致認為🍵🟪,傳承活動非常精彩,讓他們學到很多職場發展的道理和金融業更高層次的職業道路;希望傳承系列能一直做下去,建議邀請有招聘需求的嘉賓現場分享招聘意向和面試感受。

 

主講人簡介

高昆 Kun Gao

Dr. Kun Gao is the Founder and Chief Investment Officer of Sherbrooke Park Advisers, a quantitative hedge fund actively applying innovative algorithms to invest in global markets. Sherbrooke Park Advisers exists at the intersection of finance and technology, combining the deep industry knowledge of quantitative researchers with the technical prowess of software engineers. It leverages the collective expertise of its team to seek new investment opportunities, control risk, and provide useful services to its investment partners.

Prior to founding Sherbrooke Park Advisers, Gao was the Head of Quant Equity Research at AIG Investments, the asset management arm of the insurance giant. Building the trading business from the ground up, Gao recruited and retained high performers, instilled a culture of excellence, and integrated sophisticated infrastructure to drive results. Under his leadership, the business delivered strong audited track records each year since inception. Before joining AIG, Gao was a senior portfolio manager at leading U.S. hedge funds, including Tudor Investment Corporation, Balyasny Asset Management, and WorldQuant. Gao started his investment career at Morgan Stanley’s proprietary trading group. 

Gao is a long-term trustee of The Chinese Finance Association (TCFA). He is also a co-founder and trustee of The Youth Fund, a nonprofit organization that connects Asian-American youth with industry leaders to assist in their career development. He contributed a book chapter about quantitative equity trading for Financial Engineering (Wiley, 2011). 

Gao received a B.S. in Statistics from Peking University and a Ph.D. in Statistics from Yale University.

 

孫建冬 Jiandong Sun

Dr. Jiandong Sun is the founder and Chief Investment Officer of SunCapital. He has been a prominent figure in the Chinese hedge fund industry for more a decade. Under his expert leadership, SunCapital has consistently ranked among Beijing's top three hedge funds, earning the coveted title of the "Strongest Hedge Fund of the Decade" by WIND in 2022. In the latest prestigious awards presented by leading Chinese media in 2023, SunCapital was honored with the "China Hedge Fund Yinghua Award Top 50," while Dr. Sun received the "Outstanding Hedge Fund Manager Award for the Five-Year Period." 

Dr. Sun's extensive career in securities research and investment includes notable achievements at Huaxia Fund Management, where he managed funds with remarkable returns. With a Ph.D. in International Finance and a Master's in International Politics from Peking University, Dr. Sun's expertise has earned him recognition as one of China's top mutual fund managers by Forbes in 2011, leaving an enduring mark on the financial landscape.

 

印曄 Ingrid Yin

Ingrid is the co-Founder, Managing Partner, and Portfolio Manager at MayTech Global Investments.MayTech is an asset management company with a keen focus on investing in global innovativecompanies. It has established itself as a leader in managing global equity portfolios for public and privatepension funds, corporations, foundations, global private banks, family offices and high net worthindividuals.

Ingrid has extensive global investing experience, with specific expertise in identifying investmentopportunities in technology, healthcare and emerging consumers. Prior to founding MayTech, Ingrid wasa Managing Director at Oppenheimer & Co. Before that, she worked for Brean Capital Management,Wellington Management and Sirios Capital Management. Before her career in finance, Ingrid was aresearch fellow and senior research scientist at Memorial Sloan-Kettering Cancer Center, where shefocused on Alzheimer’s disease and cancer research.

Ingrid is currently a member of AAAIM and the BayHelix Group, a patron of Asian Society and a memberof the Family Benefit Committee for the Metropolitan Museum of Art. Previously, she served on theadvisory board for the China Project, and the board of Gilda’s Club (now Red Door Community), a non-profit organization that provides free cancer support to anyone and everyone impacted by cancer andtheir families. She won the SupChina Female Rising Star Award in 2018.

She earned her B.S. in Chemistry from Beijing University, a Ph.D. in Biochemistry from SUNY-Stony Brookand an M.B.A. in Finance from MIT Sloan School of Management.

 

湯漪 Yi Tang

Dr. Yi Tang is Managing Director at Wells Fargo Securities. Previously, he was a Managing Director at Morgan Stanley and a group head at Goldman Sachs.  He is a former Co-Chair of PKUAAGNY. Dr. Tang received his PhD from UCLA and his BA in Physics from Peking University. 

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