05-09-2023 Micro Pop-Up Social – China
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MAY
9
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A Social & Networking Commission Sponsored Event
CFALA wants to bring members together to network, socialize and have great conversations on topics of interest. We are continuing our Micro-pop socials in the areas where members live and work. Look for them coming to your neighborhood! Some of these socials will have a theme or a topic expert present and others will be purely social. Our May 9th Micro-Pop Up Social’s theme will be China. Join top China equity analyst Kevin Liu from CICC for his first presentation back in the United States since COVID-19 exploring China's current macro environment, 2H2023 outlook, and what it will take for China's stock market to catch up with its economic recovery.
CFALA wants to bring members together to network, socialize and have great conversations on topics of interest. We are continuing our Micro-pop socials in the areas where members live and work. Look for them coming to your neighborhood! Some of these socials will have a theme or a topic expert present and others will be purely social. Our May 9th Micro-Pop Up Social’s theme will be China. Join top China equity analyst Kevin Liu from CICC for his first presentation back in the United States since COVID-19 exploring China's current macro environment, 2H2023 outlook, and what it will take for China's stock market to catch up with its economic recovery.
China's Economy Roars Back – Will Its Stocks Too?
The Bloomberg China Economic Surprise Index shows the most significant positive economic surprise in China's recent macro numbers since 2006. These first quarter numbers include 2.2% GDP growth, retail sales up 10.6%, positive property market growth for the first time in 16 months, and falling urban unemployment. Yet, amidst all the positive momentum, China's stock market has lagged. Geopolitical headlines and the strong US dollar have prevented many Western investors from returning to Chinese equities. Investors within Asia are proceeding with caution too.
SPEAKER
Kevin Liu, CFA | Kevin Liu joined China International Capital Corporation (CICC) in August 2011, and is now a Managing Director and Strategist. As a Portfolio Strategist, his main responsibility is to provide investors with portfolio and cross assets/markets allocation recommendations, by incorporating macro (growth, policy, cycle) and micro variables (earnings, valuations, liquidity, sentiments etc.), mainly focusing on the H share, US ADRs, and the broader overseas markets. Kevin ranked 2nd in The Institutional Investors Best Analysts in All China and China Mainland in 2017 and 2018 consecutively; 3rd for China Mainland in 2019; 1st for All China in 2020, and 2nd for China Mainland in 2020. Prior to CICC, he worked as a Quantitative Strategist with UBS in Hong Kong. He obtained master degrees from Cornell University and Tsinghua University. Kevin published American Economic Growth: Drivers and Challenges, in Contemporary American Review in January 2020. Back To Top ^^
SPEAKER
Kevin Liu, CFA | Kevin Liu joined China International Capital Corporation (CICC) in August 2011, and is now a Managing Director and Strategist. As a Portfolio Strategist, his main responsibility is to provide investors with portfolio and cross assets/markets allocation recommendations, by incorporating macro (growth, policy, cycle) and micro variables (earnings, valuations, liquidity, sentiments etc.), mainly focusing on the H share, US ADRs, and the broader overseas markets. Kevin ranked 2nd in The Institutional Investors Best Analysts in All China and China Mainland in 2017 and 2018 consecutively; 3rd for China Mainland in 2019; 1st for All China in 2020, and 2nd for China Mainland in 2020. Prior to CICC, he worked as a Quantitative Strategist with UBS in Hong Kong. He obtained master degrees from Cornell University and Tsinghua University. Kevin published American Economic Growth: Drivers and Challenges, in Contemporary American Review in January 2020. Back To Top ^^Sponsored by:
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Registration Fees Registration is NOW CLOSED. Walk-ins Welcome |
Payment Information
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Parking Information
Parking: $17
Parking: $17
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Michael Treidl, CFA
Kevin Duong
Michael Treidl, CFA
Kevin Duong
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