Ausbildung CFA
Mittwoch, 22. Januar 2020, 13:00 - 13:45 UHR
Glaskubus II
English
Referent(en): Jian Shi Cortesi, Julien Leegenhoek
CFA, Investment Director, GAM Investment Management
Jian Shi Cortesi CFA is an Investment Director at GAM Investment Management. She is responsible for the GAM China Evolution Fund and the GAM Asia Focus Fund. Over the past two decades, she has worked in China, the United States and Switzerland. The funds she manages have won the Lipper Fund Awards for the best Asia ex-Japan fund over three years (2019) and best China fund over three years (2017). She was nominated for Fund Manager of the Year by the Women in Investment Awards (2018), and for Citywire’s Best Fund Manager Awards for China Equity (2017). She holds a Bachelor degree from Beijing Foreign Studies University in China and an MBA from the University of Tennessee in the United States. She is a CFA Charterholder and a board member of CFA Society Switzerland.
Equity Technology Specialist, UBP
Julien joined UBP in November 2017, as an equity technology specialist where he manages several certificates, notably one dedicated to artificial intelligence. He started his career in 2008 at FrontPoint Partners part of Morgan Stanley, in London, then joined LombardOdier Investment Managers in 2010 and more specifically the Global Technology franchise part of the long short multi-strat 1798, as a technology analyst and pm. The technology team notably received the Lipper award of the best technology funds in 2014 over 3 years in 5 countries and in whole Europe. Then Julien joined Indosuez in 2015, also as a technology specialist. Julien is a graduate of French Business school ESSEC.
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