29/6/2020 - 8/7/2020
東英資管RCM另類投資(RCM Alternatives) 聯合主辦東英資管閉門路演——OPIM Connect,精選多家亞洲及新興市場主題基金,這些基金在2020年上半年表現超越各自基準指數,體現出抗跌性和持久優勢。基金經理將分享業績表現更新、最新研究案例和下半年的戰略定位。
新興基金經理、獨特主題
投資主題和資產類別包括:中國A股量化、中國CTA、新興市場債券、受監管的加密貨幣、指數套利、中小盤、黃金產業鏈投資等等。具體請看以下描述。
在線互動
這是一次獨家舉辦的在線互動網絡會議。會議中,合資格投資者可以與基金經理通過網絡研討會的語音或投票問答系統進行互動,加深了解。活動鏈接將包括登錄密碼,並發送給已通過批准的註冊與會者。
小組討論或一對一會議
閉門路演將於6月29日至7月8日舉行。 為適應全球不同時區,每個基金經理將進行兩場網絡會議,投資者可以選擇參與早、晚兩場網絡會議中的任意一場,具體時間請看以下描述。
若您希望與基金經理深入交流,我們將為你安排一對一的線上會議。
FEATURED MANAGERS
Lewis Prescott

Mingshi Offshore Optima Fund develops an AI-driven high-frequency intra-day trading strategy and intra-week alpha strategy in the China A-shares market. It incorporates AI stock picking within high-frequency alpha strategy through factor model and harnessing AI to select factors to update position when harnessing real-time trading data.
Mingshi Shanghai currently manages over 8 billion RMB (USD 1.13 billion) onshore PRC. Prior to founding Mingshi, Professor Yuan was a research associate at the Reserve Bank of Dallas, visiting Professor at the Wharton School, and Associate Professor at the Shanghai Advanced Institute of Finance. In addition to papers published in top three financial journals, he recently co-authored ‘Size and Value in China’, which was published in the Journal of Financial Economics in October 2019. Podcast features Mr. Stephen Zhou, Founding Partner.

10pm, 6 July HKT / 10am, 6 July EST
10am, 7 July HKT / 10pm, 6 July EST
Fred G. Schutzman & Stephen Klein

JINZHISHANG TREND FOLLOWING STRATEGY 2 deploys a systematic multi-model trend following strategy with directional trades in futures grounded by technical analysis. The fund takes advantage of the inefficiency in China onshore commodity markets with institutional strategies. Signals are generated by independent models and filtered by a risk evaluator for allocation. Fred is also a contributing author in John Murphy’s book.

10pm, 30 June HKT / 10am, 30 June EST
10am, 2 July HKT / 10pm, 1 July EST
Desmond How

The Global EM Plus L/S Fixed Income Alpha Fund runs a fixed income, long-short strategy focusing on global emerging markets. The manager seeks alpha from theme identification and active trading while balancing beta from risk budgeting and portfolio alignment. Awarded by Asset Magazine as the “Most Astute Investors in 2019” , Desmond was previously head of Nomura’s Global Capital Management, where his strategy won the team “No. 1 Investment House (Hedgefund) in 2015 and 2016. Gaoteng is a joint venture between Hillhouse Capital Group and Tencent Holdings.

9pm, 2 July HKT / 9am, 2 July EST
9am, 3 July HKT / 9pm, 2 July EST
Patrick Chiu

Founded in 2014, servicing primarily institutional allocators in US and Hong Kong, AP Absolute Return Fund utilizes multi market-neutral strategies across the Asia-Pacific region, including Index Arbitrage, Pairs Trading, and Index Rebalance. AP Capital has delivered performance with only 0.2 correlation to MSCI world index on a 5-year basis. Prior to founding AP Capital, Patrick was the head trader of Index Arbitrage trading desk at Barclays, managing 2 billion USD assets. Podcast features Alison Zhao, Head of Business Development.

10pm, 2 July HKT / 10am, 2 July EST
10am, 3 July HKT / 10pm, 2 July EST
Brent Belote

JinZhiShang Pattern Recognition & AI Strategy 21 is a short-term diversified portfolio trading 13 markets selected from PMs proprietary algorithm. Strategy utilizes machine learning to dynamically analyze historical changes and patterns in the forward curve to identify and anticipate any trends, pivot points, strengths, weaknesses or potential inflection points. In addition PM overlays a momentum indicator which smooths the risk profile, limits trading in false breakouts or sideways markets, and confirms market directionality bias. The modeled risk/reward ratio is 4:1. Strategy targets a 10/15% annualized std dev with an average holding period of 7/10 days. The downside risk is managed by adjusting trade size based on a custom indicator of underlying volatility and 90 day rolling VAR.

10pm, 7 July HKT / 10am, 7 July EST
10am, 8 July HKT / 10pm, 7 July EST
Michelle Leung

Xingtai China Cayman Fund deploys a pure bottom-up, long-only China equity strategy with a focus on long term drivers of Chinese growth with a target holding period of 3 years. With over 6 years track record, Xingtai was ranked in the decile performance by Bloomberg in the China Long only universe and continue to lead in 2020. The team is led by Michelle Leung, ex-COO at Tom Group (2383 HK) and Bingchao Cao, ex-portfolio manager at Lombard Odier and SAC Capital (Point 72 Asset Management).

9pm, 7 July HKT / 9am, 7 July EST
9am, 8 July HKT / 9pm, 7 July EST
Roger Lu

Button Growth Fund deploys a long-short equity strategy focusing on the US, HK, and mainland China. The manager will also deploy single-stock short opportunities that aims to profit from overvalued companies, or firms with deteriorated upward momentum. Prior to starting his fund in 2016, Roger was a professional poker player and placed second in one of the leading regional competitions.

10pm, 29 June HKT / 10am, 29 June EST
10am, 30 June HKT / 10pm, 29 June EST
Jay Jones

Obelisk Global Gold Focus Fund targets fixed income returns financing direct investments in gold production projects. This allows investors to profit from gold liquidity whilst minimizing gold spot exposure. Obelisk leverages floating rated discounted contracts with gold dore to manage the market risk and holds title of assets throughout the entire production cycle to manage the credit risk. The team has over 20 years of working relationships with over 60 successful transactions in the field.

9pm, 30 June HKT / 9am, 30 June EST
9am, 2 July HKT / 9pm, 1 July EST
Michael Zbinden

Systematic DLT Fund pursues a systematic, quantitative approach to take long and short positions on regulated bitcoin futures on CME. Investment decisions are defined by automated trend following algorithms with proprietary enhancement. The Fund is classically structured with regulated service providers (PM, custodian, AIFM, auditor); regulated as an AIF by the FMA in Liechtenstein and operated by a fully FINMA regulated company.

9pm, 29 June HKT / 9am, 29 June EST
3pm, 30 June HKT / 3am, 30 June EST
Elad Gafni & Yuval Reisman

Yellow River Delta (YRD) Fund is a diversified fund of funds focusing on systematic strategies in the digital asset market. Investing in funds with a 3rd party administrator and auditor, the fund’s objective is to achieve uncorrelated returns and provide access to digital assets, while protecting against inherent risk in the asset class.YRD is USD denominated Cayman. With a live track record and one of the first systematic FoF in this space, the team focuses on identifying alpha generation and conducting extensive due diligence.

9pm, 6 July HKT / 9am, 6 July EST
4pm, 7 July HKT / 4am, 7 July EST

關於RCM Alternatives

RCM是一家具有全球視野的投資公司。 RCM總部位於芝加哥,在馬德里, 日內瓦和上海設有分支機構。RCM擁有超過15年協助投資者構建定制產品和諮詢另類投資基金的經驗,總額達數十億美元。

2020年6月22日: 如何從中國發展中獲益

RCM將與東英資管共同主辦今年年度線上活動,討論如何從中國期貨和證券市場的增長機會中獲取收益,以及對沖基金如何在新興市場中尋找機會。活動中,RCM的Bobby Schwartz和東英資管范文啟將討論對沖基金經理和投資者的機遇,邀請中國經濟學家討論中國經濟前景,並分享在中國運作私募基金的基金經理訪談。內容精彩紛呈,請密切關注RCM中國業務計劃,歡迎與RCM共同探討如何緊抓機遇。
免責聲明
僅限專業投資者
該網站由東英投資管理有限公司( 「東英資管」)準備,涵蓋基金經理所提供之信息。本文件及東英投資管理有限公司的網站 (www.opim.com.hk)未經香港證券及期貨事務監察委員會審查。本文件僅供參考之用,在任何司法管轄區均不得被視為針對任何特定投資產品、策略、計劃、功能或其他目的的建議或招攬邀約,也不得作為出售任何基金份額、證券份額或任何金融工具的邀約。如果本網站提到的任何投資和/或策略被認為適合其個人目標,用戶應與他們的專業顧問一同獨立評估法律、監管、稅務、信用和會計等一系列影響。過去的表現、收益、對經濟,證券市場或市場趨勢的任何預測,都不是當前和未來表現的可靠指標。本文列出的任何數字、觀點或投資技術和策略均可能基於某些假設、估值和當前市場狀況,並且未來可能會發生變化。東英資管不保證其完整性或準確性,不對事實或觀點的錯誤負責,也不對任何人因依賴本文件中的任何信息而產生的損失負責。未經東英資管事先書面同意,本文件不得以其他方式出版、發行、複製或分派。

參加活動前,所有與會者必須由東英資管或RCM確認為合格投資者或專業投資者。

僅限合格投資者
合格投資者是指可以買賣未在金融機構註冊的證券的個人或企業實體。如果他們滿足有關收入、資產淨值、資產規模、治理狀況或專業經驗的一項(或多項)要求,則他們有權獲得上述資格。在美國,證券交易委員會(SEC)根據條例D使用了該術語,代指財務知識充分且對監管風險披露需求較少保護的投資者。合格投資者包括高淨值個人(HNWI)、銀行、保險公司、經紀人和信託。



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