2024 Sohn Hong Kong Investment Leaders Conference

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2024 Sohn Hong Kong Investment Leaders Conference

May 23rd 2024
1:00 pm - 7:30 pm
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About the event

The Karen Leung Foundation is proud to present its annual Sohn Hong Kong Investment Leaders Conference. The conference brings together Asia’s leading investors to support the fight against gynaecological and pediatric cancers by promoting research, education, prevention and optimal treatment.

The Sohn Conference Hong Kong, in partnership with the globally recognized Sohn Conference Foundation, is a must-attend event in Asia providing a forum for successful professional investors to present a market view or investment idea, allowing attendees such as sell and buy-side investment professionals, asset allocators, and private investors to gain valuable insights from leaders in the field. 

The Next Wave program component gives the next generation of emerging managers a forum to present their investment ideas in the same format as the main Sohn event.  

The half-day conference will have a great line-up of investment speakers, all experienced and successful investors who each will present a single investment idea or a market view to the Hong Kong audience.

All proceeds from the conference will go to support both the Sohn Conference Foundation’s and Karen Leung Foundation’s missions.

Address

HKEX Connect Hall - 1/F, One and Two Exchange Square Central, Hong Kong

Program

1:00 pm

Registration

1:30 pm

Next Wave

3:00 pm

Main Stage

6:30 pm

Cocktail

Main Stage Speakers

Aaron Stern

Managing Partner & CIO, Converium Capital

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Chris Wang

Founding Partner, CloudAlpha Capital

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Darren Kang

Co-Founder & CIO, Life Asset Management

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David Mitchinson

Founding Partner, Zennor Asset Management

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Eashwar Krishnan

Managing Partner, Tybourne Capital Management

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James Smith

Founder & CIO, Palliser Capital

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Seth H. Fischer

Founder & CIO, Oasis Management

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Taro Hirano

President & Chief Portfolio Manager, Japan Catalyst, Inc.

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Toby Rodes

Founder & CIO, Kaname Capital

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Educational Keynote

Professor Colin Cooper

Associate Dean of Innovation for the Faculty of Medicine & Health Sciences, University of East Anglia

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Aaron Stern

Managing Partner & CIO, Converium Capital

Aaron Stern is a Managing Partner and the Chief Investment Officer of Converium Capital, a multi-strategy opportunistic investment manager headquartered in Montreal. Converium aims to deliver positive and uncorrelated returns regardless of macroeconomic conditions by investing in distressed and event-driven opportunities globally and across the capital structure. Prior to co-founding the firm, Aaron was a Partner and Managing Director at Fir Tree Partners, a multi-strategy investment firm founded by Jeffrey Tannenbaum. At Fir Tree, Aaron was responsible for distressed, special situations and event-driven investments globally where he successfully employed his contrarian idea selection in new areas for the firm, including sovereign and municipal debt, emerging markets and engagement opportunities in Europe and Asia. He most recently led an innovative restructuring of Puerto Rico’s Government Development Bank and a campaign to improve governance and shareholder returns at a recently privatized Japanese railway operator. Prior to Fir Tree, Aaron held investment roles at O.S.S. Capital Management and Millennium Management. Before Millennium, he was an investment banking analyst in Credit Suisse’s Leveraged Finance and Restructuring groups. He earned his bachelor’s degree in Commerce, with a Major in Accounting from McGill University, where he is a Global Expert and guest lecturer.

Chris Wang

Founding Partner, CloudAlpha Capital

Chris Wang is the Founding Partner of CloudAlpha Capital, a global tech specialist investment manager headquartered in Hong Kong established in 2014 (the firm’s flagship CloudAlpha Tech Fund was awarded the “Best Asian Hedge Fund” by EurekaHedge in 2020), where he is also the Portfolio Manager of Singularity Tech Fund, a low-net equity long-short strategy that focuses on global tech, especially Semiconductors. Before he joined CloudAlpha in 2016, Chris worked at Clairvoyance Capital and Gingko Fund in Taipei and Tokyo respectively, for a total of 7 years, during which has focused on equity research in sectors of Semiconductors, Hardware, Internet, Auto, Consumer, etc. From 2014 to 2016, he worked at Fusheng Group, a global precision manufacturer headquartered in Greater China, where he was responsible for business development and covered several cities in Greater China and Southeast Asia. He obtained his bachelor's degree in International Business from National Taiwan University.

Darren Kang

Co-Founder & CIO, Life Asset Management

Darren Kang, Co-Founder and Chief Investment Officer at LIFE Asset Management, leads the first and largest engagement-focused asset management company in South Korea. Since 2007, Darren has focused on value investing in Korea’s listed companies. His impactful roles include serving as a portfolio manager at Korea Investment Value Asset Management, a leading value investment firm, and as CIO at RKPSG Asset Management, where he holds the distinction of being the youngest CIO in Korea’s asset management industry. Darren completed his undergraduate and graduate degrees in Economics from Seoul National University.

David Mitchinson

Founding Partner, Zennor Asset Management

David is a founding partner at Zennor Asset Management a Japan focused boutique that launched in 2020. Zennor has a strong focus on governance and on increasing alignment between owners and management. Prior to Zennor David worked on international funds at TT International in London, on ADIA’s Japanese equities team and with J.P.Morgan in Tokyo and Hong Kong.

Eashwar Krishnan

Managing Partner, Tybourne Capital Management

Eashwar Viswanathan Krishnan is the Managing Partner of Tybourne Capital Management, a global investment firm he founded in 2012. Tybourne employs a fundamental research-intensive approach to investing in public and private equity markets globally with an Asian thematic bias. The firm is headquartered in Hong Kong with an office in San Francisco. Prior to founding Tybourne, Eashwar spent twelve years as a Managing Director and Senior Analyst at Lone Pine Capital, and two years as an Analyst in the Principal Investment Area at Goldman Sachs. Eashwar earned degrees in Physics from St. Stephen’s College, Delhi University and Trinity College at the University of Cambridge.

James Smith

Founder & CIO, Palliser Capital

Prior to founding Palliser Capital in 2021, James Smith was the Head of Elliott’s Hong Kong office. James joined Elliott UK in 2001 where he focused on European investments before moving to Hong Kong and advancing to the roles of Portfolio Manager & Head of Office. Prior to joining Elliott and from 1999, James gained a variety of experience in the telecommunications sector with start-up company FirstMark Communications Europe. Prior to FirstMark, and following his graduation from Cambridge University in 1997, James held the role of Investment Analyst at Fleming Asset Management.

Seth H. Fischer

Founder & CIO, Oasis Management

Seth H. Fischer is the founder and Chief Investment Officer of Oasis Management, an investment manager headquartered in Hong Kong that invests globally across capital structures. Mr. Fischer founded Oasis in 2002 following a seven-year career at Highbridge Capital Management, where he managed the firm’s Asian investment portfolio. A proponent of corporate governance reforms across Asia, he is a frequent speaker on economic and investment panels. Oasis is a signatory to Stewardship Codes in Japan, Korea and Hong Kong, and a Sustaining Donor to the Board Director Training Institute of Japan, as well as a member of the Japan Corporate Governance Network and the Asia Corporate Governance Association. Prior to joining Highbridge, Mr. Fischer served in the Israel Defense Forces. He received a Bachelor of Arts in Political Science from Yeshiva University in 1993. He is a Board Member of the Karen Leung Foundation and the Carmel School in Hong Kong, Vice Chairman of the Ohel Leah Synagogue Management Committee in Hong Kong, and co-founder of the Aumann-Fischer Center for Law, Economics, and Public Policy at Hebrew University opened in 2022.

Taro Hirano

President & Chief Portfolio Manager, Japan Catalyst, Inc.

Taro is the President and Chief Portfolio Manager at Japan Catalyst, Inc., a Tokyo-based investment advisory firm specializing in constructive engagement and activist strategies in the Japanese market. His career began at The Sumitomo Bank, Limited, where he was involved in regulatory compliance and investments in hedge funds and equities. In 1998, he transitioned to McKinsey & Company, Inc., focusing on management consulting for major Japanese corporations and leading initiatives in strategic business transformations, corporate revitalization, and organizational restructuring. In 2003, Taro joined AllianceBernstein as an equity analyst, where he demonstrated outstanding performance across a wide variety of sectors, including capital goods, technology, telecommunications, energy, transportation, commodities, and consumer goods. As a major shareholder in numerous investment cases, he engaged in critical strategic discussions and provided capital policy recommendations to the senior management of Japan’s leading companies. Taro’s coverage extended beyond Japanese equities to include Asian markets. He served as Sector Leader for the Global Industrials team, one of the five Sector Leaders within Bernstein’s global value equities team, playing a crucial role in the domain of value investing. His tenure as Managing Director at the firm highlighted his significant contributions to the industry. Taro holds a B.S. in Mathematics from the University of Tokyo and an MBA from INSEAD.

Toby Rodes

Founder & CIO, Kaname Capital

Toby Rodes founded Kaname Capital in 2018 to bring deep fundamental analysis and engaged ownership to Japanese small caps, a deep pool of operationally capable companies with strong product focus that too frequently suffer a material valuation discount because of substandard governance practices. Passive and conflicted "allegiant" shareholders have simply refused to hold boards accountable for delivering on their potential ROE, a core reason for Japan's multi decade economic malaise. Kaname aspires to be a thoughtful, involved, and long-term "principal" owner of quality businesses with substantial valuation rerating potential. Toby previously spent 12 years at Boston based institutional manager GMO, where he managed roughly $4bn in both large and small cap equities in Japan.

Professor Colin Cooper

Associate Dean of Innovation for the Faculty of Medicine & Health Sciences, University of East Anglia

Professor Cooper is Associate Dean of Innovation for the Faculty of Medicine and Health Sciences at the University of East Anglia. Jointly with Professor Ros Eeles, he leads the Pan Prostate Cancer Group (PPCG), funded by Cancer Research UK and Prostate Cancer UK. PPCG is a collaboration of over 60 scientists and clinicians in nine countries whose task it is to harmonize Whole Genome DNA Sequence Data, Methylome data and RNAseq data from over 2,000 cancer patients with the aim of addressing key clinical problems relevant to men with prostate cancer. A specialty area of investigation for his group is analysis of the microbiome in the prostate and urine and assessing the role of bacteria in the development of prostate cancer. In the role Professor Cooper was a member of the Board of the Genomics England Clinical Interpretation Partnership. His previous work led to the identification of genes involved in the development of many cancer types including kidney cancer, bladder cancer and human sarcomas. Professor Cooper has served on the Prostate Cancer Advisory Group advising the UK Government on the clinical management of men diagnosed with prostate cancer.

Additional Information

To sponsor and for more information on the event, please email to info@karenleungfoundation.org.

Tickets

HK$1,500.00

Individual Ticket

Standard ticket for Students only. A valid student pass is required when purchasing the ticket.

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HK$12,500.00

Individual Ticket

Standard ticket include access to the main stage and Next Wave program component as well as the cocktail. If you hold a discount code from Conference Supporters, please use this ticket type to get the discount and put on the code during check out.

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HK$50,000.00

Group Ticket

Contains 5 tickets & logo on program.

0

Total 0 HK$

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