Capital Market Trend For 2023 After Reopening
3 March 2023 (Friday)
|Date:||3 March (Friday)|
|Time:||4:30 pm – 6:00 pm|
|Venue:||Online via Zoom|
|Outline:||2023 is a year when the HK and A share markets are at the crossroads. Last year when we had this webinar, Shanghai was under lockdown. Three years had gone and we are finally at the end of the Covid tunnel. On one hand, we see that the pandemic and regulatory uncertainties are tapering off, on the other hand, the tension between the US and China is escalating. Coincidentally, this year is also the third year in the US Presidential Election cycle, with the Fed becoming less hawkish. So what to expect in the market after reopening?|
Executive Director, Research Department
Purdy obtained her Bachelor’s, Master’s and MBA degrees, all from Massachusetts Institute of Technology. She started her early career in artificial intelligence research. After obtaining her MBA, she worked as an equity research analyst at Nomura Securities in New York and in Hong Kong, covering Metals and Mining and Macau Gaming, respectively. Purdy moved to Shanghai in 2016 and joined TF Securities as the Head of Overseas Research. She initiated on Macau Gaming, as well as the semiconductor sector, with Nvidia and AMD as top picks, during the same year. In 2020, Purdy joined CITIC Securities as the Head of Global Thematic Strategy. Purdy is now the Head of Overseas Technology at Huatai Securities based in Hong Kong.
Purdy came second in the New Fortune Best Analyst Award in Overseas Coverage in 2017-2019. In 2019, she ranked second in the Institutional Investors Gaming Sector (Mainland China), and in 2021 she claimed the Best Analyst for Casinos and Gaming (Hong Kong) in Asiamoney.
Managing Director, Co-Head of Asia Ex-Japan Equity Capital Markets
Peihao is a Managing Director and Co-Head of Asia Ex-Japan Equity Capital Markets at J.P.Morgan. Peihao has over 20 years’ experience in Investment Banking and equity capital markets, having led many large IPOs in Hong Kong, US, China domestic A share, China into European GDRs, as well as various follow-on offerings, block trade and equity-linked transactions. Peihao has actively promoted healthy development of China’s capital markets. She was invited to speak in various seminars organized by CSRC, SAC, Shanghai/Shenzhen/London/Swiss Stock Exchanges.
Prior to joining J.P. Morgan, she was Head of Asia Equity Capital Markets at UBS. Peihao graduated from Peking University with Bachelor's degree, majoring in International Relations and minor in Economics.
Managing Director, VL Asset Management Limited
Mr. Lam founded VLAM in 2009 and has been managing a long/short equity fund as well as some discretionary portfolios for accredited investors since then. In August 2015, VLAM launched VL China Fund, a China-themed equity fund authorized by the Hong Kong SFC. Prior to setting up VLAM, Vincent has worked as director for Quam Asset Management and later managing director of Ramius Asia accumulating more than 20 years of experience in financial analysis, investment research and portfolio management and consolidating his value investing approach to identify brilliant investment opportunities for investors in the middle to longer term.
John Lee, Vice Chairman, Head of Greater China, UBS AG
John C. Lee is Vice Chairman and Head of Greater China, Global Banking for UBS AG. Mr. Lee joined UBS AG in March 2017 and is currently responsible for senior client coverage and origination efforts for M&A and equity and debt capital markets in the Greater China region. He has over 25 years of investment banking experience with transactions across Asia in a wide range of product areas. Prior to joining UBS AG, John worked at Bank of America Merrill Lynch for 20 years from 1996-2016 as Vice Chairman of Asia Coverage and Head of Hong Kong, Taiwan and Macau coverage and at Bear Stearns Asia Limited for 2 years from 1994-1996.
Mr. Lee is currently a Member of the Listing Review Committee of The Hong Kong Exchanges and Clearing Limited as well as Council Member of The Better Hong Kong Foundation, Council Member for Advisory Council on Career Development for The Hong Kong University of Science and Technology, and Vice Chairman of Hong Kong-Mainland International Investment Society.
John holds a BBA degree from Southern Methodist University in the U.S., with a concentration in Finance and Real Estate.
|Fee:||1) Member : free
2) Non-member: $100
|Accreditation:||1.5 CPD hours (by request)|