Understanding The Defining Issues Of Our Times

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Greenwich Economic Forum

The 2020 Annual GEF conference has concluded.

Thank you to all who helped make this event a success.

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Programmed by

Although we can’t be together this year, we’re excited to announce a digital format for 2020.  The Greenwich Economic Forum (GEF) convenes some of the brightest minds in global finance, business, media and government for discussion and debate on the defining issues of our times.  The 2020 GEF agenda will include the November 2020 US Elections, China’s New Place in the World, and the Coronavirus Today and in 2021.

 

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WHO ATTENDS GEF

Abbey Capital
Abilis
ABL Consulting
Aether Earth
AICA
AIMA
Albourne Partners
Alekstra
Alera Partners
Allianz
Allbright Law
Alpha Square Group
AMB
AMCI
APG (Netherlands)
AQR
Ares Management
ASC Advisors
Aspetuck Capital Mgmt
Asymmetric Capital Mgmt
Aurora Capital
Avenue Capital
Awbury
AXIS Capital
Axonic Capital
Baldwin Bros
Bank of America
Banque Du Congo
Bardin Hill
Bevel
Bipartisan Policy Center
BJC
Blackstone
Blocktower
Bloomberg
BLT
Borsa Capital
Bridgewater Associates
Brooklands Capital
Bruce Museum
Bullish
Business Insider
CAIA
CAPTRUST
Cardinal Advisors
Carlyle Group
Casey Family
Catalyst Partners
CDPQ (Canada)
Charles Stewart Mott Fndn
China Industrial Securities
China Investment Corp
China Life
Churchill Asset Mgmt
CIGNA
Cipher Technologies
Citi Private Bank
CNBC
CNH Finance
Commonwealth Superannuation Corp (Australia)
Connecticut China Council
CERC
Connext Consulting
Cornell University Endowment
Connecticut DECD
Connecticut Hedge Fund Assn
CPPIB (Canada)
CSC (Australia)
David Lynch Foundation
DH Fund Mgmt (China)
Doris Duke Charitable Foundation
Doubleline
Dyal Capital Partners
Eagle Point Credit Mgmt
Easton Capital Management
Economist
Edelman
Endeavor Family Office
Entertainment Studios
EnTrust Global
Episteme Capital Partners
EQT
ERIVER
Eurex
EXOR
Fairfield County Business Journal
Falls Bridge
Financial Times
First Seafront Fund Mgmt
Flat World Partners
Flexstone/Caspian
FM Global
Forbes
Forest Advisors
Forester Capital
FS Investments
FTI Consulting
Fund Black Founders
Further Global Capital Mgmt

Gabelli & Co
Gemini Trust
General Atlantic
General Network Services
Geneve Corp
GFP
GIC (Singapore)
Girls Who Invest
Gjensidige Forsikring (Norway)
Global Alpha Research
Goldpoint Partners
Golub Capital
Good Hill Partners
Gopher Asset Mgmt (China)
Gramercy Fund Mgmt
Greenwich Business Institute
Greenwich Chamber of Commerce
Greenwich Hospital Foundation
Greycroft
GRIID Infrastructure
Group 2050
GTCOM (China)
Guotai Junan Futures (China)
Haebler Capital
Hartford Investment Mgmt
Hearst Connecticut Media
Hedwig Asset Mgmt
HESTA (Australia)
Hong Kong Exchanges & Clearing
Howard Family Office
IECP Ventures
Indus Capital Partners
Institute for Advanced Study
Institutional Investor
Intern’l FC Stone
Israel Hedge Fund Association
Jayaram Law

Jeffries
Jennison Associates
Jersey Finance
JUST Capital
K2 Advisors
Kactus Capital
Kaitai Capital (China)
Kinneret Group
Kokino
Labaton Sucharow
Lattice Capital Mgmt
Learn Tech Teach
Liberty Mutual
Lion Fund Mgmt (China)
Lockheed Martin Investment Mgmt
LASERS
Lucerne Capital
Lumentus
Man Group
Marcum
MassMutual Investment Mgmt
MassPRIM
Memorial Sloan Kettering Cancer Cntr
Merrill
Milestone Broadcast
MKP Capital
Nanotronics
NASDAQ
National Australia Bank
Nationwide Insurance
Nazarov Collection
NBK Capital
Neuberger Berman
New Holland Capital
Nikkei Asian Review (Japan)
Noah Asset Mgmt (China)
Northern Trace Capital
Northern Trust
Nuveen
NYS Common Retirement Fund
Oak HC/FT
Olympus Hedge Fund Inv (China)
Oppenheimer
Owl Rock Capital
Pageant Media
PartnerRe
PAXIS Key Holdings
P/E Investments
Peak Ten Capital
Penghua Fund Mgmt (China)
Pensions & Investments
Pfizer
Podomus Capital Partners
Progressive Insurance
Prosek Partners

Q-Search & Advisory
QP Global Family Office
Quilvest
R-Squared Consulting
Rayens Capital
Rayliant Global Advisors (China)
Revolution
RFA
Rocaton Investment Advisors
RockCreek
Ronald Reagan Pres Foundation
Ropes & Gray
Rosewood Investment Corp
S&P Global Market Intelligence
Sage Search Advisors
Sarissa Capital Mgmt
Sen Family Office
Shanghai Cross Comm Group
Shenkman Capital Mgmt
Shenzhen Asset Mgmt Assn (China)
Shenzhen Pusu Capital Mgmt (China)
Shenzhen Shangyuan Capital (China)
Sina Finance (China)
Soho Properties
Sompo International
Sotheby’s International Realty
Spencer Trask
SSFO
Standard Chartered
Stapleton Mgmt
Starr Strategic Holdings
State of Connecticut
State Street Global Advisors
Sterling Valuation
Stone Point Capital
Strategas
Summit Trail Advisors
Sunrise Capital Partners
Swiss Re
Tagomi

Texas Tech University
Textron Pension Plan
Thompson Reuters
ThyssenKrupp
TIAA
Titan Advisors
TMK Event Marketing
Toronto Futures Options Swaps Exch
Traders Network Show
Travelers Companies
Tudor Investment Corp
UBS
UCONN Foundation
United Nations Pension Fund
Universa Investments
University of Kansas
University of Miami
Vanguard
Verizon Ventures
Wall Street Journal
Warburg Pincus
WeBoro
Welton Investment Partners
Wharton Property Advisors
Wharton School
Whittle
Wiltshire Associates
WiltonRe
Wind Financial (China)
Winton Group
Wolfson Family Office
WR Berekley
Yahoo Finance
YINHUA Fund Mgmt
YMCA Retirement Fund
Yuhuang Shannan Fund Town (China)
Zhenjiang Haosija Real Estate (China)
Zhenjiang Jiafeng Real Estate (China)
ZRG Partners

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Grayscale Investments is the world’s largest digital currency asset manager, with more than $5.9B in assets under management as of September 30, 2020. Through its family of 10 investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and unrivaled experience, Grayscale’s products operate within existing regulatory frameworks, creating secure and compliant exposure for investors.

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UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook. Headquartered in Zurich, Switzerland, UBS has offices over 50 regions and locations, including all major financial centers, and employs approximately 67,000 people. UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors.

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Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.

Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles.

Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

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Tianfeng International Securities Group Limited (TFI) is a wholly owned subsidiary of Tianfeng Securities Co., Ltd. As a Hong Kong based financial services firm, TFI is fully licensed in trading, asset management, investment banking and wealth management. The firm, being a Chinese investment expert with a global vision, strives to facilitate cross-boarder investment to and from Chinese capital market.

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Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager operating integrated businesses across Credit, Private Equity and Real Estate. Ares Management’s investment groups collaborate to deliver innovative investment solutions and consistent and attractive investment returns for fund investors throughout market cycles. Ares Management's global platform had approximately $165 billion of assets under management as of June 30, 2020 with approximately 1,400 employees operating across North America, Europe and Asia Pacific, pro forma for the acquisition of SSG Capital Holdings Limited which closed on July 1, 2020.

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HKEX Group is a leading financial market operator in the world.

From our home in the financial hub of Hong Kong and an additional base in London, we provide world-class facilities for trading and clearing securities and derivatives in EquitiesCommoditiesFixed Income and Currency.

Uniquely positioned at the intersection of Chinese and international capital flows, Hong Kong has long been Connecting China with the World. With the accelerated opening-up of China’s capital markets, HKEX continues to be a pioneer at the forefront of this historic transition, which we believe will Reshape the Global Market Landscape.

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Huatai Securities USA is a FINRA-licensed broker-dealer and investment bank and is a subsidiary of Huatai Securities, one of China’s largest publicly traded investment banks with a market cap of approximately US$25 Billion  (October, 2020).

The company was founded in 1991 and is publicly listed in Shanghai (2010), Hong Kong (2015), and London (2019). In investment banking, Huatai Securities is a top three equity underwriter on the China mainland overall, is ranked #1 in M&A advisory in China, and has an important presence in Hong Kong for equity underwriting in key sectors. As an investment bank focused on TMT, Consumer, and Healthcare, the company is a leading underwriter in China’s newest Starboard (Science and Technology) market.

As a broker-dealer, Huatai’s research department was ranked #1 globally in Institutional Investor’s All-China Research Poll (Global poll) as of December, 2019. Huatai's research team of 130 analysts across 36 teams covers a growing universe of 850+ Chinese names across China (A), Hong Kong (H), and New York (N). The company is the largest wealth management platform among broker-dealers in China with a 9% share of all brokerage assets in China. It also has the largest online stock trading business in China with 9.1 million monthly average users.

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We are a leading international banking group, with a presence in 60 of the world’s most dynamic markets, and serving clients in a further 85. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, Here for good.

Standard Chartered PLC is listed on the London and Hong Kong Stock Exchanges.

For more stories and expert opinions please visit Insights at sc.com. Follow Standard Chartered on Twitter, LinkedIn and Facebook.

RockCreek is a leading global investment management firm that applies data-driven technology and innovation to sustainable investing to generate long-term value. We believe sustainability and inclusion generate superior performance. We have stable and long-term partnerships with our clients and companies and attract the best mission-oriented team. Sustainable investing extends throughout our investments, our diverse team and culture, our office environment, operations, and travel.

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Thoma Bravo is a leading private equity firm focused on the software and technology-enabled services sectors. With a series of funds representing more than $50 billion in capital commitments, Thoma Bravo partners with a company's management team to implement operating best practices, invest in growth initiatives and make accretive acquisitions intended to accelerate revenue and earnings, with the goal of increasing the value of the business. The firm has offices in San Francisco and Chicago.

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The Island of Jersey, located between the UK and France, is the ideal gateway to Europe for US Fund Managers. Jersey Finance is proud to work with key partners to represent and promote Jersey as the clear leader in international finance. We champion the competitive position of Jersey's finance industry, both locally and internationally, supporting the highest regulatory standards and the most attractive products and services to suit the needs of global investors.

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Singapore Exchange is Asia’s leading and trusted market infrastructure, operating equity, fixed income and derivatives markets to the highest regulatory standards. As Asia’s most international, multi-asset exchange, SGX provides listing, trading, clearing, settlement, depository and data services, with about 40% of listed companies and over 80% of listed bonds originating outside of Singapore.

SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN and offers commodities and currency derivatives products. Headquartered in AAA-rated Singapore, SGX is globally recognised for its risk management and clearing capabilities. For more information, please visit www.sgx.com.

Genesis is a global leader in institutional digital asset markets, facilitating billions in trades, loans and transactions on a monthly basis.  

Our products are catered to the needs of HNW, institutional and corporate clients.  We provide a single point of access for digital asset trading, derivatives, borrowing, lending, custody and prime brokerage services.  

Click here to learn more about Genesis. Click here for details about Genesis Prime, our digital asset prime brokerage. Click here for our Q3 results, including $4.5 billion in spot volume traded, $1 billion in derivatives volume traded, and $5.2 billion in new loan originations.

Interactive Brokers Group, Inc. was founded by its Chairman Thomas Peterffy. Over the last 42 years, it has grown internally to become one of the premier securities firms with over $8.5 billion in equity capital. Interactive Brokers conducts its broker/dealer business on over 135 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, fixed income and funds worldwide. Interactive Brokers Group and its affiliates execute over 1,832,000 trades per day. Interactive Brokers is headquartered in Greenwich, Connecticut and has over 1,850 employees in its offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China, Luxembourg, Singapore, Ireland and Estonia. IBKR is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world.

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Jayaram Law represents founders, entrepreneurs, and investors who scale companies through innovation.  We provide guidance on things like raising money, corporate governance, and intellectual property development and protection.  Our lawyers are nimble, effective, and focused on learning our clients' businesses.  We are Lawyers for Innovators.

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Noah Holdings Limited (NYSE: NOAH, BBB-) is a leading wealth and asset management service provider in China with a focus on global investment and asset allocation services for high net worth individuals and enterprises, headquartered in Shanghai. In the first quarter of 2020, Noah distributed RMB23.2 billion (US$3.3 billion) of financial products. Through Gopher Asset Management, Noah had assets under management of RMB161.7 billion (US$22.8 billion) as of March 31, 2020. Since establishment, Noah has distributed close to RMB710 billion of financial products as of March 31, 2020.

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At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the world use this essential intelligence to make business and financial decisions with conviction.

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For more than 15 years, Titan has served an investor base that includes corporate and public pensions, insurance companies, foundations and endowments, financial institutions, family offices and high-net-worth individuals.

One of the few institutional-quality firms in the industry that is independent and employee-owned, we balance alignment of interests, actively engaged leadership and exceptional employee retention with substantial institutional scale and infrastructure. Currently, we have more than 40 employees with offices in Stamford, Connecticut and London, managing approximately $4 billion in assets on behalf of our investors.

As our assets under management demonstrate, we’ve had sustained growth since we launched a multi-strategy hedge fund portfolio in 2001.

Most of the senior management team at Titan has firsthand trading experience, and that sensibility is critical to our view of the markets and how we manage our investors’ capital. We stay a step ahead, focus on liquidity, know when to move on opportunities, and constantly pursue our goal of generating attractive risk-adjusted returns for our investors.

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The Yuhuang Shannan Fund Town is only a 40-minute train ride from Shanghai, China. The town covers an area of 5 square miles, offering approximately 7.5 million sq ft of office space for financial institutions. The Yuhuang Shannan Fund Town is China's equivalent of Greenwich, and is the most known private wealth management center nationwide with AUM over $ 180 billion. The town offers picturesque scenery and preferential tax policies for financial institutions.

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At Bank of America, we have a clear purpose to help make financial lives better through the power of every connection. We fulfill this purpose through our commitment to responsible growth, which includes a focus on environmental, social and governance (ESG) leadership. Integrated across our eight lines of business — our ESG focus reflects our values, ensures we are holding ourselves accountable, presents tremendous business opportunity, and allows us to create shared success with our clients and communities.

Every day, we provide unmatched convenience in the United States, serving approximately 66 million consumer and small business clients. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company serves clients through operations across the United States, its territories and more than 35 countries.

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Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

The editorial staff at Caixin is well-known for independent thinking and professional practices. They are insiders with a profound understanding of China's economic and social transition. They are sharp observers with a global vision.

Caixin's data service business provides wide range of financial service products, covering macro-economic analysis, industry research and consulting, indices, database services, investment opportunity monitor, financial training and education.

As an industry leader in China, Caixin takes the lead to explore overseas markets and is well positioned to serve global users with the insight, information and news report about China. Caixin offers the English news via a 24/7 website and runs a weekly digital magazine and a bi-monthly print magazine that is distributed in financial centers in the U.S., Hong Kong, Singapore and Zurich. Caixin also produces top grade summits, roundtables and dialogues that bring together political, business and academic leaders from across China and around the world.

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Sina Finance has reached 2.54 million daily unique visitors ("DAUs") and monthly active users ("MAUs") of Sina Finance APP is 21.61 million, it has also been ranked as the top 1 Chinese financial information App by QuestMobile.  Sina Finance has had about 22 million followers on Weibo(Nasdaq:WB), the subsidiary company of Sina Corp(Nasdaq:SINA) and the largest social media in global Chinese community.

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Wind Information, headquartered in the Lujiazui Financial Center in Shanghai, is a leading integrated service provider of financial data, information, and software. As the market leader in China's financial information services industry, Wind provides  investment professionals with the data and insights they need to understand China's complex capital markets and economy. Wind serves more than 90% of the financial institutions in China, including banks, security broker firms, asset management firms, insurance companies, as well as financial regulation agencies. Overseas, Wind serves over 70% of the Qualified Foreign Institutional Investors (QFII) and top financial institutions.

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The Alternative Investment Management Association (AIMA) is the global representative of the alternative investment industry, with more than 2,000 corporate members in over 60 countries. AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programs and sound practice guides. AIMA works to raise media and public awareness of the value of the industry.

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ASIFMA is an independent, regional trade association with over 100 member firms comprising a diverse range of leading financial institutions from both the buy and sell side, including banks, asset managers, law firms and market infrastructure service providers.  Together, we harness the shared interests of the financial industry to promote the development of liquid, deep and broad capital markets in Asia.  ASIFMA advocates stable, innovative and competitive Asian capital markets that are necessary to support the region’s economic growth.  We drive consensus, advocate solutions and effect change around key issues through the collective strength and clarity of one industry voice.  Our many initiatives include consultations with regulators and exchanges, development of uniform industry standards, advocacy for enhanced markets through policy papers, and lowering the cost of doing business in the region. Through the GFMA alliance with SIFMA in the United States and AFME in Europe, ASIFMA also provides insights on global best practices and standards to benefit the region.

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The California Alternative Investments Association (CalALTs) is a not-for-profit membership organization whose members include alternative asset managers, investors and service providers dedicated to the continuing evolution of the alternative asset management industry. CalALTs mission is to foster meaningful connections among a vast network of thought leaders, influencers and peers through sharing investment ideas, best practices and industry intelligence that drive tomorrow’s success.

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The Canadian Chinese Finance Association (CCFA) is an independent and not-for-profit organization established in 2001. the CCFA has over 3,000 members comprising of University students, young professionals, scholars and entrepreneurs from Canada and China. For the last two decades, CCFA has organized numerous finance forums, seminars, workshops and received numbers of business delegations in Canada and China. CCFA sees itself as a bridge to facilitate the development of business relations, the discovery of investment opportunities, and to promote financial education built upon leading business practices.

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The Chinese Finance Association (TCFA) is a government registered non-profit organization aimed at facilitating the exchange of ideas, knowledge and information on education, research and practice in finance and related areas between the US and China. TCFA seeks to bring together the collective wisdom and expertise of scholars and professionals active in the field of finance in an effort to help the development of capital markets in China. TCFA further seeks to serv as the central venue to service its members in their professional development. 

In pursuit of thes goals, TCFA and its local chapters organize and sponsor a broad range of activities including the best paper awards, career development workshops, seminars and annual conferences.

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The Department of Economic and Community Development is the state's lead agency responsible for strengthening Connecticut’s competitive position in the rapidly changing, knowledge-based global economy.

The agency takes a comprehensive approach to economic development that incorporates community development, transportation, education, and arts and culture. Specifically, the department:

 

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The CTHFA was founded in 2004 as a non-profit professional association to support this important industry, and today, we have over 3,000 individual members.

The CTHFA's mission is to be the preeminent professional society for ALL professionals working in or with CT's "Alternative Investment" (e.g. hedge funds, private equity funds, private credit funds, real estate, and digital asset) industry.  CTHFA is open to the service-side firms (e.g. prime brokers, law, tax) that facilitate and support the alternative investment industry.

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ERIVER is a consulting firm focused on business development, events and training programs. Our mission is to help clients from China and Asia find business opportunities and invest globally, and to help global firms access China and other emerging markets, providing services to asset management companies, hedge funds, PE/VC, securities firms, futures companies, wealth managers, institutional investors and financial service companies, etc.

Ms. Ying Sun, the founder and CEO, has more than 20 years experience in the financial industry and information technology. Ms. Sun is also the Special Representative to China for Connecticut Hedge Fund Association (CTHFA) and the Greenwich Economic Forum (GEF). 

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The Financial Executives Networking Group is a 501(c)(3), founded in 1991 as a forum for senior financial executives to share job opportunities and experiences. Members have held titles such as Chief Financial Officer, Controller, Treasurer, Managing Director, as well as Vice President of Tax, Mergers & Acquisitions, or Internal Audit.

Under the leadership of its Chairman, Matthew R. Bud, The FENG has grown from a small Connecticut based organization to one with over 40,000 members spread across the entire United States and internationally. It is the largest networking group of its type in the entire world. Matt is a volunteer as are all of the other 200+ individuals in our leadership. He is also a Managing Partner of The Financial Executives Consulting Group, LLC.

The FENG is organized geographically with chapters in almost every major city in the United States. We have active international chapters in London and Toronto. Members also join various “special interest groups” organized by 21 industries and 13 financial functions (e.g. Treasury, Tax, Internal Audit, etc.). This matrix approach maximizes each member’s networking opportunities to enhance and manage their career.

The FENG newsletter is published 5 days a week, 52 weeks a year. Each month we publish over 1,500 pages of senior level financial job opportunities, as well as career advice. The FENG also works with other networking groups to sponsor events and conduct conference calls to keep our members informed about the issues that shape today’s financial world.

Featured on CBS Evening News with Katie Couric, and in The Wall Street Journal, The FENG is a nationally recognized organization for senior financial professionals.

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Established on 8 August 1988, the Hong Kong Federation of Insurers (HKFI) comprises over 140 member companies and is dedicated to advancing and promoting the development of the insurance business in Hong Kong.  Following its conversion to a limited company on 29 December 1994, the HKFI became a consolidated and streamlined organization that enjoys full recognition by the Government of the Hong Kong Special Administrative Region as the representative body of an increasingly important industry. 

While maintaining a frequent dialogue with the Insurance Authority on legislative issues affecting the industry, the HKFI actively promotes best market practices with an aim of improving the professionalism of and strengthening public confidence in the insurance industry.

The HKFI will keep up with its work on educating the public about insurance and driving the sustainable development of the industry.

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Established in 1963, The Hong Kong Institute of Bankers (HKIB) is the first not-for-profit institution that provides training and certification services to the banking community in Hong Kong. Playing an important role in talent development in the local banking industry for more than five decades now, the Institute is also proud to be the first professional body in the territory to offer banking qualifications equivalent to a Master’s degree level.

Our mission is to enhance and sustain professionalism in banking. Over the years, the HKIB has helped hundreds of thousands of practitioners and young graduates who aspired to join the industry to equip themselves with essential banking skills and knowledge through a complete development pathway – from recognised professional qualifications to continuing development programmes. Designated professional qualifications are recognised both in Hong Kong and overseas. 

The HKIB also offers a comprehensive range of events, from networking activities, luncheons and seminars to conferences and forums. In this increasingly complex and challenging banking landscape, there is a strong need for current banking practitioners or potential joiners to keep abreast of the latest industry developments and build capacity.

To ensure the sustainable growth of banking talent, the HKIB has built relationships across borders by entering into memoranda of understanding or partnership agreements on the exchange of expertise and best practices with a number of professional bodies and regulators in Mainland China, Macau and overseas. We opened a representative office in Beijing, Mainland China in 2005 to encourage closer collaboration between the two markets. Our vision is not only to enhance the banking profession in Hong Kong; we also endeavour to develop a strong community of banking professionals across different territories and help set professional standards for the banking industry across the region.

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The Hong Kong Investment Funds Association (“HKIFA”) is a non-profit-making organization that represents the asset management industry in Hong Kong. We have two major roles, namely consultation and education. On consultation, we work closely with the authorities to relay the views of our members on issues that have implications for the asset management industry. On education, we spearhead initiatives to enable Hong Kong people to understand more about the risk/return characteristics of mutual funds; and to use them effectively for retirement investment and other financial planning purposes.

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The Hong Kong Securities and Investment Institute (HKSI Institute) was established in 1997. We have been working closely with government, local regulatory bodies, industry practitioners and our members to set, raise and promote professional standards for the financial services industry.

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The New York Institute of Finance (NYIF) headquartered in New York, provides world-class training to professionals in the financial services and related industries. The Institute offers a vast array of courses ranging from introductory to advanced, as well as a numberThe New York Institute of Finance (NYIF) headquartered in New York, provides world-class training to professionals in the financial services and related industries. The Institute offers a vast array of courses ranging from introductory to advanced, as well as a number of professional designations that build careers through expertise. of professional designations that build careers through expertise.

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Shanghai Asset Management Association (SAMA) was established on 18 Nov. 2010. It is a non-profit public group legal person formed by Shanghai funds and asset management companies under the direction of China Securities Regulatory Commission (CSRC) Shanghai Regulatory Bureau. The mission of SAMA, under the national laws, regulations and policies, is to safeguard the legitimate rights and interests of our members, act a bridge role between the Shanghai asset management industry and government, and promote the healthy development of Shanghai asset management industry. Our business scope is self-discipline management, coordination and mediation, research and investigation, consultation and training, academic communication and others permitted by laws and regulations.

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SmartMoneyMatch connects the global investment community.

It’s free to use and offers the following opportunities. Go to:

SmartMoneyMatch.com/investments to browse and to list investment products.
SmartMoneyMatch.com/investors to find investorslist a Request for Proposals (RFPs), or reply to one.
SmartMoneyMatch.com/service-providers to find investment service providers with the required expertise or to list your offerings.
SmartMoneyMatch.com/business-directory to browse organizations and present yours.
SmartMoneyMatch.com/events to search for and to announce events.
SmartMoneyMatch.com/jobs to browse for jobs or to list your vacancies.
SmartMoneyMatch.com/people to find and connect with other professionals.

Additionally, all users have a company and a personal profile page where their activities or offerings—as an asset manager, investor, or service provider—are displayed.

Register now free on https://www.SmartMoneyMatch.com

Shenzhen Asset Management Association (SZAMA) was established in March 2013. It is a self-regulatory organization of the financial industry registered in Futian District. SZAMA is administered by the Shenzhen Bureau of China Securities Regulatory Commission, and also follows professional guidance of the Asset Management Association of China as well as the Shenzhen Municipal Financial Regulatory Bureau. By far SZAMA has brought in the most representative and influential asset management institutions of all kinds in Shenzhen and our members include publicly offered mutual funds, private securities funds, private equity funds, asset management business sectors of securities brokers, fund sales institutions, and fund services institutions. During the 7 years of operations, SZAMA has held dozens of various activities, meetings, and training sessions annually and has established its own expert database and think tank that match its function of serving the industry and enable it to undertake different types of research projects including gathering industry statistics, performing analyses and summarizing information.

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The Texas Alternative Investments Association (TAIA) is a U.S.-based, non-profit corporation. Members and prospective members can review our Memorandum and Articles of Incorporation. Membership is individual or corporate and is supported by headquarters in Dallas, Texas.

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The mission of Greenwich Library is to provide exceptional resources, programs and services that promote the joy of lifelong learning and discovery, and to offer a welcoming place for people to gather and share experiences. With over 2,000 programs and events per year, the Library seeks to serve as the cultural and intellectual crossroads of the community. Greenwich Library was recently named a five-star library by Library Journal for the 11th time. Greenwich Library is located at 101 West Putnam Avenue in Greenwich.  More information is available online at www.greenwichlibrary.org or by calling 203-622-7900.

In 2015, Seema Hingorani founded Girls Who Invest (“GWI”), a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.

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