Summary The Asian Financial Society(AFS)’s first Real Estate Symposium: Asians in New York Real Estate – Changing the Urban Landscape on Wednesday, November 7, 2018. The sold-out event celebrated the achievements of Asian real estate professionals in the New York with perspectives on CFIUS reform and the Foreign Investment Risk Review Modernization Act of 2018
Summary The longest running bull market in the S&P 500 will form in August 2018, but a bear market is also likely within two years. The US dollar will likely be strong before the next bear market, mostly due to relatively strong US growth. The US dollar will likely be weak during the next bear
10月20日，全球资产配置峰会暨海投全球（纽约）四周年年会在纽约Fordham University Lincoln Center Campus成功举行。本次峰会由海投全球主办，亚洲金融协会（Asian Financial Society）、清华经管美东校友会等协办。峰会汇集了海投全球的众多合作伙伴，美国顶级的金融服务机构如JPMorgan Chase & Co, Morgan Stanley，大型银行机构如Bank of America, Bank of China和Citi Group等，以及纽约地区财富资产管理公司、基金、保险、律所、税务、留学、置业等领域的行业大咖及业界精英人士。 本次峰会邀请了21位来自海投证券、Morgan Creek、Tigress Financial Partners、Carloha、中国工商银行（美国）、复友资本、Phase Capital、Palm Drive Ventures、锦晖律所等十余家在纽约的领先银行机构、资产管理、法律税务机构的嘉宾，共同就全球资产配置、全球财富管理、区块链、全球投资产品及海外高端服务五大主题与到场的近200名听众分享了当前市场动态及最新前沿信息。 随着中国投资人财富全球均衡化配置的加强，全球层面的投资策略选择、行业研究与信息技术的利用等对中国高净值人群和金融机构的投资决策都产生了直接或间接的影响。在此背景下，海投证券总裁Robert Rubin首先进行了题为“Global Asset Allocation & Management”（全球资产配置与管理）的主题演讲，对美国并购业务市场进行了简要介绍并对中美间并购业务近年来的趋势和影响因素等进行了分析。 随后，Robert Rubin与Morgan Creek的资深董事总经理Michael Forstl、Tigress Financial Partners的创始人Cynthia Dibartolo及Phase Capital的CIO Michael Zhu分别给出了针对全球投资的个人建议。Michael Forstl表示应注意投资的多样性，投资组合中应包含另类资产，并且兼顾成熟市场与具有年轻消费群体的新兴市场，包括中国、印度及非洲地区；Cynthia认为目前离岸基金的投资前景很广阔，但是投资需要咨询有经验、有资质的专业人士和机构以更好地了解并降低投资过程中的风险；Michael Zhu分析了美国高利率对全球市场的潜在影响，建议投资人更多关注5G科技与其他高科技行业。 本次峰会的第二个议题是全球财富管理。着眼于高净值客户，海投全球CEO Jerry Wang发表了“家族基金世代传承”的主题演讲，从家族基金的历史、主要管理模式与投资方式等方面，结合国际知名家族基金案例，深入浅出地分析了家族基金的投资模式。中国的十亿以上高净值客户数量很快会超过欧美，然而在有着“富不过三代”魔咒的中国，家族基金仍处于前期摸索阶段，联合家族基金将成为中国高净值客户的首选。海投世承联合家族基金，是海投全球在创业之初的主业务方向之一，采用大学基金的全球资产配置模式，为中国高净值客户提供全方位的家族基金投资与资产管理服务。 专题讨论环节中，来自不同背景的几位嘉宾首先表达了对美国市场合规问题的重视。工银美国资深副总经理Jennifer Ni和大家分享了工银美国在美国的愿景是依靠工行大集团资源，本着透明合规的原则，把资源用在解决跨境公司和人士独特的市场需求上，做到既接美国地气又有中国情结。 Faith Asset MGMT的合伙人Jiangang Luo以全球并购、中国控制资本外流、中美贸易战的宏观环境为背景，分享了他对投资机会与风险的理解。Jiangang认为民间投资并没有减少，消费行业仍有很多投资机会，然而在现在中美关系紧张的局势下，投资人需要谨慎对待半导体和AI等当前敏感行业。此外，投资人需要严格注意美国税务的相关问题。 复友资本的创始合伙人Abner Qu身为复旦企业家校友，从国内中小企业创业者的角度谈了自己的体会
Welcome to the 2016 Asian Financial Society US-China Real Estate Forum. The Asian Financial Society is a non-profit organization founded in New York City in 1984. AFS is committed to bridging business opportunities between Asia and the US, promoting the professional development of our highly diverse and talented membership base. AFS holds more than 30
Welcome to our bi-annual edition of AFS today! September marks the start of the Fall season – a new day with the celebration of the Mid-Autumn Festival, the beginning of the school year and a new financial quarter! September is also time to reflect on a busy, but successful summer with our AFS Enrichment Sessions,
Happy New Year! For the start of the New Year, AFS jumped into action, holding three great events about the agriculture sector, the most recent APEC Summit and a 2014 Investment Outlook Session. If you missed out on these events, this issue covers the month of January for your reading pleasure. Make sure you join
With only six months until our 30th Anniversary, AFS is gearing up for our biggest year yet. Membership is currently at more than 4,000 with our global outreach growing stronger each day. The AFS Shanghai office is up and running and our board is visiting our China location this April.! ! We hope you enjoy this newsletter and share
April and May were both busy months for AFS, both on a local and international scale. In this special edition of AFS Today, we will share highlights on one of our most important finance events organized by AFS this year, the 2014 China Shanghai Finance Globalization Forum, held in Shanghai in April. We hope everyone has had an
Happy Summer Everyone! We are only two months away from our 30thAnniversary Summit and Dinner Celebration happening this September! More info on this huge event in this newsletter. As we prepare for our Summit, we’ve been busy with our AFS Summer Enrichment program where many of our courses have already sold out. AFS also has
While the Summer is cooling down, our Summer Enrichment Sessions have been heating up with sold out attendance for all our sessions. We also have a few updates including major numbers in the Chinese US homebuyer’s market and an update about our AFS events. Have a great August. AFS Newsletter_2014_issue005
Sebastien Meunier
Sebastien is currently working as the Head of Digital for North America at Chappuis Halder & Co, a global consulting firm covering main business lines of the financial services industry and offering customized solutions to corporate and investment banks, retail & private banks, and insurance companies. Prior to that, he was a project leader for Boston Consulting Group and a business application manager for Societe Generale, with industry expertise in corporate strategy and business development, IT & operations transformation, organization and governance optimization.
Sebastien strives to bridge the gap between Business and Technology, driving growth and efficiency in Financial Institutions by connecting them with the best innovations from the market. He has rich experience in defining business strategies and leading global transformations in Financial Institutions. He keeps meeting with startups, investors and organizations, and always trying to better understand the potential of the new technologies, such as blockchain, machine learning, and open architectures, which allows him to anticipate their impact and to create opportunities for Financial Institutions.
Sebastien obtained his EMBA degree from Harvard Business School, and also his master’s degree in Physics, Computer Science & Industrial Economics from Ecole Polytechnique. He was honored the Top 10 FinTech Influencers and Top 10 InsurTech Influencers, and he is fluent in English, French, Japanese, Mandarin and Spanish.
Jeffrey Lam
Jeffrey Lam is the founder of Lam Generation, a leading hospitality real estate development firm in New York City. Previously, Jeffrey worked with Helmsley-Spear focusing on the Manhattan market as a broker and consultant. He also spent several years directly involved in the hospitality industry as a team member managing and restructuring new hotel startups. Jeffrey specializes in the acquisition and development of real estate and manages new business opportunities for the company.
Lam Generation currently owns five hotels throughout New York City and has an additional two properties under development, each affiliated with Marriott, Starwood, or Hilton. The company’s first hotel development project, the Hampton Inn SoHo, was recognized by Hilton Hotels Corporation as the Deal of the Year in 2007. Their portfolio spans over 1,000,000 square feet of New York City hotel and residential development projects.
Jeffrey graduated from Pennsylvania State University, State College with a B.S. in Finance. He speaks English and Cantonese. He currently is involved in PREF a real estate organization. His past board affiliations include Big Apple Greeters and Dollars for Scholars.
Hootan Rashidifard
Associate / East Coast
Since 2017
Hootan co-leads Canaan Beta – the firm’s consumer seed program – and works closely with the fintech,SaaS, and consumer portfolio. He also serves a board observer at Ollie, JOOR, and ExecThread.Prior to Canaan, Hootan spent three years on LinkedIn’s business operations team in Silicon Valley,building his operational skills on the mobile and feed consumer product teams. As the company’s mobilebusiness operations lead, he contributed to and oversaw LinkedIn’s flagship mobile growth from 30% to 70% of total site engagement. Additionally, in 2015, he collaborated with executive and R&D leadership to execute the launch of Project Voyager, LinkedIn’s newly built flagship app and largest app release ever.Prior to LinkedIn, Hootan was an investment banker at GCA Savvian in NYC, advising high-growth. technology companies on M&A and private capital raising for enterprise software, adtech, and online content companies.Hootan graduated cum laude from Northwestern University with a B.A. in Mathematics and Economics and also holds a certificate in Financial Economics from the Kellogg Certificate Program for
Undergraduates.
About Canaan
Canaan is an early stage venture capital firm that invests in entrepreneurs with visionary ideas. With $5B under management, a diversified fund and over 190 exits to date, Canaan has invested in some of the world’s leading technology and healthcare companies over the past 30 years. Canaan’s focus areas include fintech, enterprise/cloud, marketplaces, frontier tech, biopharma, digital health and medtech. To learn more about our people and our portfolio, please visit canaan.com.
Pascal Bouvier
As the Venture Partner with Santander InnoVentures, Board Member for FINTECH Circle Institute, Co-Founder for RegTech Lab, and Mentor & Advisor for Blockchain Space and Startupbootcamp FinTech, Pascal Bouvier is an outstanding Fintech expert and talented multi-tasker who arranges everything perfectly.
Pascal Bouvier is a reformed executive, entrepreneur and operator with a broad experience in stage venture capital and micro PE investments in fintech small post revenue companies, startups, and turnarounds. He built the fintech investment arm of Route 66 Ventures, which later jumped to the list of top 10 global fintech venture firms. He is now employing his rich experience in helping Santander InnoVentures grow into one of the top 5 global fintech corporate venture firms.
Pascal Bouvier graduated from the University of Virginia Darden School of Business with the MBA degree and worked as the vice president at International Business Society, Darden Rugby Team; he got his bachelor’s degree from ISC Paris with the focus on Finance and Venture Capital. He is also a Chartered Financial Analyst (CFA) and fluent in Danish, French, and English.
Ben Fang
Mr.Ben Fang is the founder of Morning Bright Investment Management, a global venture capital and private equity firm established in 2011 with businesses in China, New York and London. Ben used to work for Axiom Capital Management in New York as a Managing Director for 10 years from 2007 to 2017, and for Siements Medical as a Project Manager and Lead Architect for 6 years from 2001 to 2007. With the industry expertise in health-care, TMT, clean energy, finance and other sectors, Mr. Ben Fang and his company maintain a long-term strategic partnership with leading companies all around the world.
Mr. Ben Fang graduated from New York University and London Business School with the MBA degree, and from Shanghai Jiao Tong University with a Master of Science degree. With a deep understanding of High-tech, Natural Resources, Medical & Health, TMT, Energy, and Culture & Customer Goods cross-border investments and the rich experience in Deal Screening, Due Diligence, Risk Control, and Investment & Exit strategy, Mr. Ben fang leads Morning Bright achieve great success in Industry Investment, PE/VC investment, and Value-added Services in both China and Overseas markets.