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FACHPANEL

China, what next?

Wednesday, 24. April 2024, 12:00 - 12:40 UHR

Seminarraum 5 (mit Video)

English

Speaker(s): Omar Slim, CFA, Caroline Yu Maurer, Thomas Schaffner

Presenter: Thomas Breitenmoser


How are the current political and economic upheavals in China and around the world affecting investment policy? Is China caught in a growth trap? What are the main opportunities and risks of investing in China? In which asset classes?

Omar Slim, CFA

Omar Slim, CFA

Co-Head of Asia Fixed Income

Caroline Yu Maurer

Caroline Yu Maurer

Head of China Equity and Specialised Asia Strategies

Carolineyu Maurer is the Head of China and Specialised Asia Strategies within HSBC Asset Management in Hong Kong and has been working in the financial industry since 2007. Within the team, Caroline is responsible for leading a team of portfolio managers and analysts based in Hong Kong to manage offshore and onshore Chinese and specialised Asia equity assets. Prior to joining HSBC in September 2020, Caroline worked as the Head of Greater China Equities for BNP Paribas Asset Management, where she was responsible for managing offshore and onshore Chinese equity listed funds and mandates. Prior to that, Caroline managed Chinese equity funds for Henderson Global Investors in London and Singapore. Caroline received an MBA from the London Business School and a Master of Science from the City University, London. Caroline is a CFA charterholder.

Thomas Schaffner

Thomas Schaffner

CFA, Portfolio Manager

Thomas Schaffner joined Vontobel Asset Management in 2009. He is Portfolio Manager in the mtx team within the Conviction Equities Boutique. He manages sustainable Emerging Markets leaders, sustainable Asian leaders, EM leaders ex China and China A-shares leaders portfolios. From 2009 to 2011, he was Equity Analyst covering Asian companies.
Prior to joining Vontobel, from 2006 to 2009, he was equity analyst at Lombard Odier in Hong Kong, covering regional Asian (ex Japan) companies and contributing to the investment strategy. From 1998 to 2005, he was portfolio manager at Credit Suisse and an independent asset manager in Basel, where he developed and successfully managed a commodity fund.
Thomas holds an MBA with a specialization in China Business from the Hong Kong University of Science & Technology, and a Bachelor of Science in Accounting & Finance from the University of Applied Sciences in Basel. He is also a CFA® charterholder.
 

Thomas Breitenmoser

Thomas Breitenmoser

CFA, CAIA, Head Investment-Consulting/Controlling, Member of the Executive Board, Complementa

Thomas Breitenmoser studied economy and business administration at the University of Applied Sciences in Zurich and completed the dual degree Executive MBA in Asset and Wealth Management at the University of Lausanne and Carnegie Mellon University (Pittsburgh, USA). He is a CFA and CAIA charterholder and held management positions at Swisscanto/ZKB, JPMorgan Asset Management, Merill Lynch Investment Managers and Credit Suisse. He was furthermore president of the Foundation Board and the Investment Committee of JPMorgan Chase Suisse Pension Fund.

With his team he calibrates the strategic asset allocation, supports the selection of investment managers, and periodically assesses their performance considering various aspects whilst also actively consulting committees at meetings.
 

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