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SUMMARY:Triangle-EM Ex-China Opportunities: Friendshoring\, Demographics\, and More!
DESCRIPTION:In a world where aging demographics are shifting economic tides\, there are complex implications that the “silver wave” is having on global trade and investment. As the developed West grays with its retiring boomers\, many emerging markets (EM)\, brimming with youthful vigor and increasing productivity\, are poised to claim their seat at the table\, turning decades of trade dynamics on their head. This monumental shift has many investment implications\, and will challenge our commonly held global economic assumptions to ensure our portfolios are set to perform in times ahead. It’s a message to investors and policymakers alike: the future belongs to those who understand and adapt to these changing tides\, where emerging markets emerge not just as factories of the world\, but as its new economic powerhouses. \n\n\n\nSpeaker Bio: \n\n\n\nJason Hsu\, Ph.D.Chairman and CIO\, Rayliant Global AdvisorsProfessor of Finance\, UCLA Anderson School of Management \n\n\n\nJason is Founder\, Chairman\, and CIO of Rayliant Global Advisors\, an investment management group supporting a diverse range of international institutions and financial advisors. Rayliant provides direct management and sub-advisory services that power global investment solutions\, including both quant-driven strategies and asset allocation. Jason is also portfolio manager for Rayliant’s suite of quantitative and quantamental ETFs (https://funds.rayliant.com). Prior to Rayliant\, Jason co-founded Research Affiliates\, a global asset manager widely credited for pioneering and popularizing smart beta indices. \n\n\n\nJason is a professor of finance at UCLA Anderson School of Management\, and a visiting professor at Tsinghua University (China)\, Kyoto University (Japan) and National Chengchi University (Taiwan). In January 2024\, Jason was appointed to the Financial Analysts Journal Advisory Council. He is also a member of the editorial boards of several notable publications\, including the Journal of Portfolio Management. \n\n\n\nJason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards\, one Graham and Dodd Reader’s Choice Award\, one Graham and Dodd most prestigious award\, three Bernstein Fabozzi/Jacob Levy Awards\, and three William F. Sharpe Awards. \n\n\n\nAfter completing his undergraduate studies summa cum laude at CalTech\, Jason attended Stanford\, receiving an M.Sc. In 2005\, he earned a Ph.D. in finance from UCLA’s Anderson School of Management.
URL:https://cfanorthcarolina.org/event/triangle-em-ex-china-opportunities-friendshoring-demographics-and-more/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/03/Add-a-heading-18.png
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DTSTART;TZID=America/New_York:20240418T080000
DTEND;TZID=America/New_York:20240418T091500
DTSTAMP:20240320T123618Z
CREATED:20240320T123617Z
LAST-MODIFIED:20240320T123618Z
UID:6347-1713427200-1713431700@cfanorthcarolina.org
SUMMARY:Triad-EM Ex-China Opportunities: Friendshoring\, Demographics\, and More!
DESCRIPTION:In a world where aging demographics are shifting economic tides\, there are complex implications that the “silver wave” is having on global trade and investment. As the developed West grays with its retiring boomers\, many emerging markets (EM)\, brimming with youthful vigor and increasing productivity\, are poised to claim their seat at the table\, turning decades of trade dynamics on their head. This monumental shift has many investment implications\, and will challenge our commonly held global economic assumptions to ensure our portfolios are set to perform in times ahead. It’s a message to investors and policymakers alike: the future belongs to those who understand and adapt to these changing tides\, where emerging markets emerge not just as factories of the world\, but as its new economic powerhouses. \n\n\n\nSpeaker Bio: \n\n\n\nJason Hsu\, Ph.D.Chairman and CIO\, Rayliant Global AdvisorsProfessor of Finance\, UCLA Anderson School of Management \n\n\n\nJason is Founder\, Chairman\, and CIO of Rayliant Global Advisors\, an investment management group supporting a diverse range of international institutions and financial advisors. Rayliant provides direct management and sub-advisory services that power global investment solutions\, including both quant-driven strategies and asset allocation. Jason is also portfolio manager for Rayliant’s suite of quantitative and quantamental ETFs (https://funds.rayliant.com). Prior to Rayliant\, Jason co-founded Research Affiliates\, a global asset manager widely credited for pioneering and popularizing smart beta indices. \n\n\n\nJason is a professor of finance at UCLA Anderson School of Management\, and a visiting professor at Tsinghua University (China)\, Kyoto University (Japan) and National Chengchi University (Taiwan). In January 2024\, Jason was appointed to the Financial Analysts Journal Advisory Council. He is also a member of the editorial boards of several notable publications\, including the Journal of Portfolio Management. \n\n\n\nJason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards\, one Graham and Dodd Reader’s Choice Award\, one Graham and Dodd most prestigious award\, three Bernstein Fabozzi/Jacob Levy Awards\, and three William F. Sharpe Awards. \n\n\n\nAfter completing his undergraduate studies summa cum laude at CalTech\, Jason attended Stanford\, receiving an M.Sc. In 2005\, he earned a Ph.D. in finance from UCLA’s Anderson School of Management.
URL:https://cfanorthcarolina.org/event/triad-em-ex-china-opportunities-friendshoring-demographics-and-more/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/03/Add-a-heading-18.png
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DTSTART;TZID=America/New_York:20240418T120000
DTEND;TZID=America/New_York:20240418T131500
DTSTAMP:20240320T123907Z
CREATED:20240320T123906Z
LAST-MODIFIED:20240320T123907Z
UID:6350-1713441600-1713446100@cfanorthcarolina.org
SUMMARY:CLT-EM Ex-China Opportunities: Friendshoring\, Demographics\, and More!
DESCRIPTION:In a world where aging demographics are shifting economic tides\, there are complex implications that the “silver wave” is having on global trade and investment. As the developed West grays with its retiring boomers\, many emerging markets (EM)\, brimming with youthful vigor and increasing productivity\, are poised to claim their seat at the table\, turning decades of trade dynamics on their head. This monumental shift has many investment implications\, and will challenge our commonly held global economic assumptions to ensure our portfolios are set to perform in times ahead. It’s a message to investors and policymakers alike: the future belongs to those who understand and adapt to these changing tides\, where emerging markets emerge not just as factories of the world\, but as its new economic powerhouses. \n\n\n\nSpeaker Bio: \n\n\n\nJason Hsu\, Ph.D.Chairman and CIO\, Rayliant Global AdvisorsProfessor of Finance\, UCLA Anderson School of Management \n\n\n\nJason is Founder\, Chairman\, and CIO of Rayliant Global Advisors\, an investment management group supporting a diverse range of international institutions and financial advisors. Rayliant provides direct management and sub-advisory services that power global investment solutions\, including both quant-driven strategies and asset allocation. Jason is also portfolio manager for Rayliant’s suite of quantitative and quantamental ETFs (https://funds.rayliant.com). Prior to Rayliant\, Jason co-founded Research Affiliates\, a global asset manager widely credited for pioneering and popularizing smart beta indices. \n\n\n\nJason is a professor of finance at UCLA Anderson School of Management\, and a visiting professor at Tsinghua University (China)\, Kyoto University (Japan) and National Chengchi University (Taiwan). In January 2024\, Jason was appointed to the Financial Analysts Journal Advisory Council. He is also a member of the editorial boards of several notable publications\, including the Journal of Portfolio Management. \n\n\n\nJason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards\, one Graham and Dodd Reader’s Choice Award\, one Graham and Dodd most prestigious award\, three Bernstein Fabozzi/Jacob Levy Awards\, and three William F. Sharpe Awards. \n\n\n\nAfter completing his undergraduate studies summa cum laude at CalTech\, Jason attended Stanford\, receiving an M.Sc. In 2005\, he earned a Ph.D. in finance from UCLA’s Anderson School of Management.
URL:https://cfanorthcarolina.org/event/clt-em-ex-china-opportunities-friendshoring-demographics-and-more/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/03/Add-a-heading-18.png
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