Navigating China’s Public Markets: Opportunities and Risks in a Volatile Landscape

动荡二级市场下的风险与机遇(英语)

Adam Schwartz

First Manhattan

Partner & PM

第一曼哈顿

合伙人 & 基金经理

Adam Schwartz is a Partner and Portfolio Manager at First Manhattan with more than 22 years tenure at the firm. Adam played a lead role in establishing two of the firm's private investment vehicles—the FM First China Funds and FMZ Ventures Fund, L.P. He travels to China and San Francisco regularly and works closely with his Fund partners on company research, portfolio management, and due diligence. Adam serves on the Board of Directors of The Child Center of NY. He holds an MBA from Columbia Business School and a BA in Economics and International Relations from Brown University.

Aileen Chang

Tashi Capital Management

Founder & CIO

创始人 & 首席投资官

Aileen Chang is the founder and CIO of Tashi Capital Management, a value-investing firm that invests with a long-term horizon in mostly Chinese companies using deep, proprietary research. She is a Korean native and has built an intimate knowledge of China through over 15 years of investing in the country. Before founding Tashi, she was an analyst for well-established equity investment management firms such as Ruane, Cunniff & Goldfarb, Tybourne Capital and Gandhara Capital.

Enchi Deng

Polymer Capital Management

Portfolio Manager

柏駿資本

基金经理

Enchi Deng is a Portfolio Manager at Polymer Capital, a market-neutral hedge fund with a strong Asia focus. He has over 10 years experiences in conducting primary and secondary investments across China TMT, Consumers, Industrials and Financials sectors. Enchi holds a master’s degree from the London School of Economics.

David Hao

Burgundy Asset Management

Investment Analyst

投资人

David Hao is an investment professional at Burgundy Asset Management, specializing in Emerging Market Equities with a focus on East Asia, having previously invested across the world and across asset classes. David graduated from CBS in 2020 as part of the Value Investing Program and served as the Co-President of the Columbia Student Investment Management Association (CSIMA).

Eric Wong

Stillpoint Investments

Founder & CIO

识博资本

创始人 & 首席投资官

Eric is the Founder and CIO of Stillpoint Investments. He previously served as partner at Blue Ridge Capital, and prior to that was an investment banker with Morgan Stanley. Wong serves on the founding advisory board of the Bard College Conservatory of Music and holds a BA and MBA from Harvard University.

Brian Zheng, CFA

Lions Associates Asset Mgmt.

Co-founder & Portfolio Manager

圣狮投资

创始人 & 基金经理

Brian is the founding partner and portfolio manager at Lions Associates Asset Management. Prior to this role, Brian served as the head of capital markets at 58 Daojia Group, a prominent on-demand home service platform in China. Previously, he worked as a fund manager and analyst at MUFG and Natixis in Singapore. Brian earned his MBA from Columbia Business School in 2019 and Bachelor of Engineering from National University of Singapore.