2023 Next Wave & Sohn Hong Kong Investment Conference

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2023 Next Wave & Sohn Hong Kong Investment Conference

May 17th 2023
1:00 pm - 7:00 pm
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活動詳情

The Karen Leung Foundation is proud to present our Annual Next Wave and Sohn Hong Kong Investment 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.

地址

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 Keynote Speaker

Jennifer Tan

Chief Executive, Alipay Financial Services (HK)

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Main Stage Speakers

Eashwar Krishnan

Managing Partner, Tybourne Capital Management

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Gordon Yeo

Co-CEO, Partner, Head of Strategy Research (Asia), Arisaig Partners

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Jay (Yoon Jae) Shin

Managing Director, QUAD Investment Management

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Jeremy Bond

Founder and Chief Investment Officer, Terra Capital

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Mark Tinker

Chief Investment Officer and Managing Director, Toscafund HK

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Masa Yamaguchi

Founder and CEO/CIO, MY.Alpha Management

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Richard H. Lawrence, Jr.

Founder and Executive Chairman, Overlook Investments Group

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Toby Rodes

Founder and CIO, Kaname Capital

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Seth H. Fischer

Founder and Chief Investment Officer, Oasis Management

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Wei Hee

Partner and CIO, Partners Bay

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Moderator

Yvonne Man

Co-anchor, Bloomberg Television

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Jennifer Tan

Chief Executive, Alipay Financial Services (HK)

Jennifer is the Chief Executive of Alipay Financial Services (HK) Limited and the Executive Vice President – Strategy Development and Government Affairs, GBA of Ant Group. She is also recently appointed as the Program Head of 10x1000 Tech for Inclusion which is a philanthropic initiative launched jointly by the International Finance Corporation, a member of the World Bank Group and Ant Group. Jennifer holds an MBA from the University of Warwick and is a fellow member of ACCA, ICAEW and HKICPA. She is a highly respected accounting professional and Fintech leader who has taken on senior management roles for over two decades. In 2021, she was winner of the Outstanding Women Professionals and Entrepreneurs Award and was named by the Fintech Magazine as one of Fintech’s Top 100 Leaders in a global league table. In 2019, she was named ACCA Advocate of the Year, both for Hong Kong and Greater China, and was the Chairlady of ACCA Hong Kong for 2021/22. She has also been elected as the ACCA Global Council Member for 2022-2025. Jennifer is committed to driving the fintech development and is currently the member of various organisations and initiatives - the Policy Research Committee of Hong Kong Financial Services Development Council, the Hong Kong Academy of Finance and the Digital Banking and Payments Committee of Fintech Association of Hong Kong. Additionally, she is the ExCo Member of the FinTech Specialist Group of Hong Kong Computer Society. Jennifer is active in voluntary community services especially with regard to the development of young people. She has been serving various universities in Hong Kong as a chairlady or member of the Advisory Committees. She is also a frequent speaker to students in Hong Kong and Chinese mainland, helping the next generation to better prepare for future challenges and understand the career opportunities in Fintech.

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.

Gordon Yeo

Co-CEO, Partner, Head of Strategy Research (Asia), Arisaig Partners

Gordon was an intern with Arisaig Partners before joining full-time in July 2012. Based in our Singapore office, he was worked on our Asia Strategy throughout his time with us and was mentored by Lindsay Cooper (Founder) for two years, prior to taking over as Head of Strategy Research in 2017. For his undergraduate degree, he studied Sociology and Strategic Management at Singapore Management University (SMU). He has since obtained his CFA charter and is a Chartered Accountant in Singapore. Gordon also completed a Master of Information Technology at SMU and played an integral part in incorporating data analytics into our research process.

Jay (Yoon Jae) Shin

Managing Director, QUAD Investment Management

Jay (Yoon Jae) Shin is a Portfolio Manager and Managing Director at QUAD Investment Management, where he is responsible for managing a portfolio of Korea fundamental equities focusing on Korea activism and engagement strategy. Prior to QUAD, Jay was a member of the structured credit investment team at ZAIS Group. He received his M.B.A. from the Wharton School of the University of Pennsylvania, a bachelor’s degree from Yonsei University in South Korea and spent his junior year abroad at Università degli Studi di Genova. He is a recipient of Army Commendation Medal of the US Department of Army.

Jeremy Bond

Founder and Chief Investment Officer, Terra Capital

In 2010, Jeremy founded and launched Terra Capital, pursuing his passion and expertise for investing in natural resources companies. Since inception, flagship fund has delivered strong performance through multiple market cycles resulting in Terra Capital becoming Australia’s longest running open ended fund with exceptional performance. Prior to Terra Capital, Jeremy worked at UK Hedge Fund RAB Capital’s Special Situations Fund and premier Western Australian corporate advisory firm Azure Capital. At RAB Capital, Jeremy was responsible for managing a large basket of small to mid cap stocks. The RAB Special Situations Fund was rated the “Best Energy and Natural Resource Fund” by Hedge Fund Review and ranked No.1 in Barron’s Hedge Fund 50 Global rankings in 2007, during Jeremy’s tenure. Jeremy is the largest investor in the Terra Capital Funds.

Mark Tinker

Chief Investment Officer and Managing Director, Toscafund HK

Mark Tinker has over 35 years’ experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. His first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience. Mark is Chief Investment Officer and Managing Director of Toscafund HK Limited, part of Toscafund Asset Management LLP, a London based specialist Asset Management and Investment firm with around USD 5bn (2022) in assets. Mark is also founder of Market Thinking HK Limited.

Masa Yamaguchi

Founder and CEO/CIO, MY.Alpha Management

Masa Yamaguchi is the Founder, CEO/CIO of MY.Alpha Management HK Advisors Limited (formerly known as “York Capital Management Asia (HK) Advisors Limited”). MY.Alpha Management is a Hong Kong-based investment manager specializing in pan-Asian investment opportunities. Utilizing a fundamental catalyst-driven approach, MY.Alpha seeks to capitalize on themes of change that are occurring across the region. Prior to establishing MY.Alpha Management, Masa was a Partner at York Capital Management (“YCM”) and YCM’s Head of Asia having worked there for 14 years. Before joining YCM, Masa worked on event-driven, value and risk arbitrage investments across Asia at Citadel Investment Group, based in Tokyo. Previously, he had worked as an investment banker at Morgan Stanley in Tokyo. Masa received a B.A. from Keio University and has a degree in Law.

Richard H. Lawrence, Jr.

Founder and Executive Chairman, Overlook Investments Group

Richard H. Lawrence, Jr., is the Founder and Executive Chairman of Overlook Investments Group, which he established in 1991. Overlook is an independent fund management company that invests US$ 7 billion in a concentrated portfolio of public equities throughout Asia, excluding Japan. Overlook has compounded investors’ capital at 14% per year for 31 years. Richard grew up outside New York City and graduated from South Kent School in 1974, and Brown University in 1978 with a degree in Economics. In 1984 he traveled to Asia and worked as Vice President at First Pacific before founding Overlook in 1991. In 1986, he became the second Chartered Financial Analyst in Asia. Richard is a director and co-founder of several non-profit organizations with specific focus on climate change mitigation. In 2004 Richard and his wife, Dee, founded Proyecto Mirador Foundation, a non-profit that has built over 300,000 fuel-efficient stoves in rural communities across Honduras, Guatemala and Nicaragua. In 2016 the Lawrences founded Cool Effect, a nonprofit online platform that enables individuals, SMEs and Fortune 500 companies to offset their carbon emissions through the highest quality carbon reduction projects worldwide. In 2017 they established High Tide Foundation, a non-profit organization involved in the fight against climate change. In 2020 Richard founded the non-profit Carbon Mapper, which develops satellite technology to pinpoint and track point source emissions, particularly methane. In 2021 he helped establish Global Methane Hub with over $200 million in philanthropic funds to support methane advocacy and mitigation. Richard currently lives in San Francisco, California, with his wife and two adult children. His first published book, The Model: 37 years investing in Asian equities, was released in 2021. Richard is also a member of the Board of Directors of The National Audubon Society.

Toby Rodes

Founder and 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.

Seth H. Fischer

Founder and Chief Investment Officer, 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.

Wei Hee

Partner and CIO, Partners Bay

Wei Hee is a Partner and CIO of Partners Bay, an equity-focused investment partnership established in 2019. Prior to Partners Bay, Wei was Partner and Managing Director of Kontiki Capital Management, a spinoff of the Asian operations of Ziff Brothers Investments (“ZBI”). He joined ZBI Asia in 2010 as an Asia-focused generalist. Wei began his investment career with Centerbridge Partners in New York, where he worked on distressed debt and private equity investments in the U.S. and Europe. Prior to Centerbridge, Wei was an Analyst with the Credit Suisse M&A Group in New York. He received a B.S. in Electrical Engineering from Columbia University.

Yvonne Man

Co-anchor, Bloomberg Television

Yvonne Man co-anchors “Bloomberg Markets: China Open” and “Bloomberg Markets: Asia” from Bloomberg Television’s Asian headquarters in Hong Kong, bringing viewers the most pressing global business, political and financial information as Asian markets open. Since joining Bloomberg in 2014, Man has covered several key events around the region, including reporting live from the front lines of Hong Kong’s anti-government protests, the Trump-Kim summit in Singapore, and G20 in Osaka. She has interviewed many influential government officials and business leaders, from Hong Kong’s Chief Executive Carrie Lam, Netherlands’ Prime Minister Mark Rutte, Bank Indonesia’s Governor Perry Warjiyo, HSBC CEO Noel Quinn, Credit Suisse Chairman Axel Lehmann, to Oaktree Capital’s Co-Chairman Howard Marks. Prior to Bloomberg Television, Man was a reporter and anchor with Fox-affiliate WXIN in Indianapolis. Earlier in her career, she covered the 2012 U.S. elections and conducted a one-on-one interview with Republican front-runner Mitt Romney. Raised in Toronto and Hong Kong, Man received her Bachelor’s Degree in Broadcast Journalism and Business Institutions from the Medill School of Journalism at Northwestern University. Man speaks English, Mandarin and Cantonese.

附加資料

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

Registration to this event is now closed.

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