Global Investment in a Restructuring World
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About CIO Symposium

In 2021, as COVID-19 enters new normal, unprecedented monetary easing is followed by soaring price of core assets. Gap between the haves and the have-nots is polarizing. The world’s economic recovery has been extremely uneven. Geopolitical tension piles up, accompanied by fracture of global supply chain and pressure on energy supply. All these have posed uncommon challenges as well as opportunities for global asset allocation and wealth inheritance over the long term.

Under such circumstances, VS Partners joins hands with Financial Time/FTChinese.com to host a buyside investment summit “CIO Symposium: Global Investment in a Restructuring World”. Top fund managers from China, the US, Japan and EU will discuss fundamental trends and themes including technology competition and cooperation, carbon-neutral and energy transformation, ESG and social impact of capital, from all of which they will explore long-term investment opportunities beyond consensus that last through the restructuring of market and industries.

VS Partners pioneers a boutique Outsourced Chief Investment Officer (OCIO) model in China to invest globally. With Financial Time/FTChinese.com, VS Partners will promote in-depth dialogue of frontline investment philosophy and practices beyond boarders and facilitates global wealth succession throughout an era of transformation.
About VS Partners

Founded in 2019 by established portfolio manager and internationally renowned entrepreneurs, VS Partners is a boutique asset management firm that invests globally. VS Partners combines frontline practice of long-term asset allocation with insights of tech leaders from Global 500 companies, pioneering Outsourced Chief Investment Officer (OCIO) model in China. VS Partners’core team members have extensive asset allocation experience through cycles in global markets as well as research depth about China. We provide highly tailored allocation scheme integrating onshore and offshore for global investors and achieve preservation and appreciation of long-term true purchasing power of wealth.

VS Partners believes in Invest for the Betterment of the World, capital can be a force for good and humanity are interdependent. VS Partners bridges Eastern and Western leaders of business, capital and social innovation, promoting social fairness and respect, welfare of the whole and the part, and development of human community through responsible investment.

Contact Us

Website:https://www.vspartners.com/
WeChat Official Account:维世(ID:VSPartners)
Linkedin: VS Partners
Email: [email protected]

Connecting Global Capital with China's Small and Micro Businesses

Panelist:Charles Li, Founder and Chairman of Micro Connect

Moderator:Shane Tedjarati, Honeywell's President of Global High Growth Regions

Bridging People-to-People Connection via Global Investment

Panelist:Shane Tedjarati, Honeywell's President of Global High Growth Regions

Moderator:Doug Youngf, Columnist at FTChinese.com

Global TMT Investment

Panelist:William De Gale, CIO of Bluebox, Former Blackrock Portfolio Manager, Ranked 1% in Developed World Equity by Bloomberg

Moderator:Vanessa Xu, Co-founder, Managing Partner, and Chief Investment Officer of VSP

Impact: Invisible Heart of Markets

Speaker:Sir Ronald Cohen, Father of British Venture Capital, Co-founder and Executive Chairman of Apax Partners

Global Technology Investment: Hype? Hope? Reality?

Panelist:

Gavin Baker, Managing Partner and CIO of Atreides Management

Moderator:Vanessa Xu, Co-founder, Managing Partner, and Chief Investment Officer of VSP

Global Energy Transformation: A Carbon-neutral World with Fossil Energy in It

Panelists:Christian Zann, Founder and CIO of Sourcerock Group

Rod Saddington, Founder and CIO of Merewether Investment Management

Moderator:Neil Beveridge, Senior Analyst at Alliance Bernstein

How Public ESG Investor Generates Impact without Compromising Performance

Panelist:

Karina Funk, Portfolio Manager of the Brown Advisory and chair of sustainable investing

Moderator:Selena Li, China Editor, Ignites Asia, Financial Times

Global Responsible Asset Management

Panelist:

Akira Sugano, President and Chief Executive Officer of Asset Management One

Moderator:Feng Wang, Feng Wang, Editor in Chief, FTChinese.com

Hidden Alpha in Fixed Income Investing

Panelists:Boaz Weinstein, Founder and Chief Investment Officer of Saba Capital Management

Richard Lawrence, Vice President and CIO of Brandywine Global Investment Management

Moderator:Vanessa Xu, Co-founder, Managing Partner, and Chief Investment Officer of VSP

The Importance of Small Companies in Real Economy and in Capital Markets

Panelists:Tiffany Hsiao, Managing director of Artisan Partners

Craig Stone, Portfolio Manager at Kayne Anderson Rudnick

Moderator:Michael Lin, Subscription Multimedia Editor, FTChinese.com

What Has the World Gotten Wrong about China Investments?

Panelists:Sam Ou, Founder, Managing Partner and CIO of One01 Capital

Bin Li, Founder, CIO and CEO of Lake Bleu Capital

Moderator:Ryan Mcmorrow, China Technology Reporter, Financial Times

The Long-term Opportunity in China Onshore Fixed Income the World Doesn't Fully Appreciate

Panelist:

Yuanchuan Hu, Chairman of Shanghai Colight Asset Management

Moderator:Tao Feng, Wealth Management Editor, FTChinese.com

FT Reports

中国私募迎接全球竞争,需要高维武器

徐莹:中国资产配置的全球竞争时代来临。这一趋势会吸引海外的优秀私募入场。本土私募要在这场国际竞争中胜出,需要打造出“全球品质”。

中美两位CIO的对话:全球科技投资的狂热、希冀与现实

当前全球科技投资中如同过江之鲤的各种概念和“赛道”中,究竟哪些是真正具有投资价值的机会,哪些是虚火一时的炒作?

疫情颠覆下的可持续性投资为何需要做到“攻守兼备”?

ESG因素并非确保投资成功的“万能药”, 但投资人有更多理由用ESG滤镜审视所投公司的“防守”和“进攻”策略,以在更多不确定性的市场中获得长期回报。

全球TMT展望:半导体依然是未来十年最重要的赋能技术

在目前的全球TMT投资背景下,科技投资高回报趋势是否能够持续下去?元宇宙和芯片半导体等新兴投资领域是否值得投资?

海外大型长线资本如何看待中国的风险与机会

如今海外长线资本应如何在中国进行配置?市场波动是否正是需要把握的好时机?哪些行业在未来5到10年值得重仓?所谓“全球视野”到底是利是弊?

负责任的全球资产管理:一场亚洲视角的对话

全球减排承诺助推ESG在中国金融市场中迅速升温。亚洲顶尖的资产管理公司在该领域有何经验可与中国ESG投资者分享?亚洲两大经济体在ESG投资上有何合作空间?

中国高收益债市场发展前景

胡远川认为,尽管目前中国高收益债市场还不够成熟,但是在其中的投资者最终收益的实现方式还是有很多种选择。

高端视点:金融创业者李小加

英国《金融时报》中文网总编辑王丰采访了滴灌通总裁、港交所前总裁李小加先生。就如何让中国小微企业融资跟国际资本接轨以及西方投资者对中国经济未来长期判断等问题进行讨论。

沈达理:跨国公司如何在中国做到真正的本地化?

中美关系以及中国社会与监管环境的变化,对跨国公司提出了新挑战。跨国公司如何看待这些新形势,如何在中国做到真正的本地化?

为什么投资者应该合作应对气候变化

资本配置必须与应对环境风险相结合。

Guest Speakers

Gavin Baker
- Managing Partner and CIO of Atreides Management, AUM $3.7 billion
- Former portfolio manager for the $17-billion Fidelity OTC Fund with top performance
- Investor of WeWork, SpaceX, Twilio, Redfin, and Cloudflare while at Fidelity

Rod Saddington
- Founder and CIO of Merewether Investment Management, a specialized energy long/short fund backed by significant energy companies
- Previously he was at Carlson Capital and Och-Ziff Capital, managing energy specialized funds for over 15 years

Christian Zann
- Founder and CIO of Sourcerock Group, a specialized energy long short fund
- Over 15 years at Balyasny, one of the largest platform hedge funds globally and managed one of the largest energy trading book on wall street
- Consistently a profit generator at Balyasny and well respected in the energy investment industry

Karina Funk
- Barron’s inaugural list of 100 Most Influential Women in Finance
- Portfolio manager of the Brown Advisory and chair of sustainable investing. Brown Adviosry is a well-respected US asset manager with $60 billion AUM
- Recently nominated as PRI Board of Directors candidate, seconded by a list of world class asset managers with $5 trillion combined asset under management

Akira Sugano
- President and Chief Executive Officer of Asset Management One
- Prior to joining AM-One, Mr. Sugano was Deputy President and Executive Officer at Mizuho Financial Group
- AM-one is a founding member of the “Net Zero Asset Managers” (NZAM) initiative, with a collective AUM of $32 trillion

Richard Lawrence
- Vice President, Portfolio Management at Brandywine Global Investment Management, one of the top-performing and leading fixed income manager globally with over $67 billion AUM.
- Brandywine is known for its dedicated research on interest rate and yield curve.
- Previously served in a variety of roles at Goldman Sachs Asset Management, Booz Allen Hamilton, and Salomon Brothers.

Boaz Weinstein
- Founder and Chief Investment Officer of Saba Capital Management with $3.35 billion AUM
- Former Co-Head of Global Credit Trading and a member of the Global Markets Executive Committee at Deutsche Bank
- Widely recognized in global credit derivative market for his strategy innovation and trading experience

Craig Stone
- Portfolio Manager at Kayne Anderson Rudnick, one of the most prestigious US local equity managers with $60 billion AUM
- 32 years of equity research experience. Co-PMed several small-mid cap value and core strategies that have received the PSN Top Gun Manager of the Decade recognition

Tiffany Hsiao
- Managing director of Artisan Partners, referred to by the media as "Queen of Small-cap". Artisan is a global manager platform with over $175 billion AUM
- Former portfolio manager at Matthews Asia, where she managed the Matthews China Small Companies Fund from 2015–2020 and the Matthews Asia Small Companies Fund from 2018–2020 with consistent top performance
- Former Vice President at Goldman Sachs Investment Partners in Hong Kong and Tokyo

Sam Ou
- Founder, Managing Partner and CIO of One01 Capital, Located in Silicon Valley
- Former TMT Sector Portfolio Manager and Member of Investment Committee at Passport Capital
- Principal Member of Technical Staff at AT&T Labs (previously SBC Labs), co-inventor of over forty patents in TMT

Bin Li
- Founder, CIO and CEO of Lake Bleu Capital, the largest China dedicated healthcare manager with over $3 billion AUM
- Former managing director and senior research analyst at Morgan Stanley
- No.1 Asia Healthcare Analyst by the Institutional Investor (II) polls for seven consecutive years (2008-14) and No.1 China Healthcare Analyst by II since 2010; Rated the Best Asia Healthcare Analyst by Greenwich, Asia money and Wall Street Journal

Yuanchuan Hu
- Chairman of Shanghai Colight Asset Management. Doctor of Science from Tsinghua University. Former investment manager and various senior positions in Research Institute at the Industrial Securities
- 17 years of experiences in securities research and investment. Founded Shanghai Colight Asset Management in 2011 focusing on Chinese onshore credit markets, with firm AUM over $2.5 billion
- Colight and Dr.Hu have won multiple top industry awards