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HKIRA x Visible Alpha Webinar - Using Consensus to Better Manage Expectations of the Investment Community

29 June 2022 (Wednesday)
Organizer: (HKIRA) Hong Kong Investor Relations Association
Visible Alpha
Venue: Online via Zoom
Time: 4.30-6.00 pm
Outline: Every investor relations professional is familiar with managing expectations of the investment community. Whether your company is covered by a few or many brokers, each provides a different perspective on your business and offers a range of estimates to include in consensus. What does an effective consensus management process look like? How does this process include all stakeholders, from management, to brokers, to investors, and even third-party consensus data providers? How does consensus factor into the near- and long-term outlook for your company?

In this webinar, you can expect to learn about:
1. The importance of having access to real-time, quality consensus
2. How investors and analysts consider and leverage consensus data
3. How to create and implement a process to better manage expectations
4. The impact an effectively managing expectations can have on key stakeholders

Mr. Matt Sherman
Head of APAC Sales, Visible Alpha

Matt Sherman is the Head of APAC Sales at Visible Alpha, based in Hong Kong. In his role, he is responsible for driving business strategy and revenue growth, as well as working closely with Visible Alpha’s Sell-Side partners in the region. Prior to establishing Visible Alpha’s presence in APAC in Dec 2019, Matt was a senior member of the US sales team where he worked closely with some of the firm's largest current clients. Before joining Visible Alpha, Matt spent the bulk of his career at Guidepoint, one of the world’s leading Expert Networks, as a Vice President of Sales in both New York and Hong Kong.

Panel Speakers:

Mr. Will Chung
Managing Director, Head of Fixed Income & Quantitative Investments China Everbright Assets Management Limited

Mr. Will Chung leads the Fixed Income Investment team at China Everbright Assets Management and is also the Portfolio Manager for Everbright Dynamic Bond Fund and Co-Portfolio Manager of Everbright Convertible Opportunities Fund. He has over 20 year of industry experience in Asian fixed income, quantitative equity, and structured finance investments. Everbright Dynamic Bond Fund and Everbright Convertible Opportunities Fund have delivered consistent attractive return for more than 7 years and Everbright Dynamic Bond Fund has received the HFM Asian Performance Awards 2021 as “Best Fixed Income, High Yield & Distressed Fund”.

Ms. Michelle Li
Head of Research, AMTD Group

Michelle Li is the Head of Research at AMTD Group. She specializes in analyzing the financial sector in China and follows the FinTech industry closely. Before joining AMTD Group in 2016, she served in UBS as the lead analyst for Asian Financial sector in the Asia Fixed Income research team and the Chinese bank equity analyst in the Asian Financials research team.

Mr. Gary Tsang
Asia Pacific Transportation Research, BofA Global Research

Gary Tsang is a Vice President in BofA Global Research covering the Asia Pacific transportation sector. Previously, he was an analyst at UBS Chief Investment Office covering Asia economics and asset allocation for six years. Tsang received his master's degree in Finance from the London Business School, UK, and bachelor's degree in Finance from the Hong Kong University of Science and Technology. He is based in Singapore, and fluent in English, Mandarin and Cantonese.
Language: English
Fee: Free for HKIRA members
$100 for non-members
Accreditation: 1.5 CPD hours (upon request)
  • Speakers are in alphabetical order by surname
  • Online registration only. Deadline: 27 June 2022.
  • HKIRA will confirm availability by email notification. HKIRA reserves the right to final say in registration discrepancies.
  • For online attendees, the link to the webinar will be sent to the registered email when closer to the event date.
  • Registration is non-cancellable and non-refundable.
Presentation Material: Using Consensus to Better Manage Expectations of the Investment Community (Material on member's portal only)