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:維世(ID:VSPartners)
Linkedin: VS Partners
Email: enquiry@vspartners.com

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

中國私募迎接全球競爭,需要高維武器

徐瑩:中國資產配置的全球競爭時代來臨。這一趨勢會吸引海外的優秀私募入場。本土私募要在這場國際競爭中勝出,需要打造出「全球品質」。

中美兩位CIO的對話:全球科技投資的狂熱、希冀與現實

當前全球科技投資中如同過江之鯉的各種概念和「賽道」中,究竟哪些是真正具有投資價值的機會,哪些是虛火一時的炒作?

疫情顛覆下的可持續性投資爲何需要做到「攻守兼備」?

ESG因素並非確保投資成功的「萬能藥」, 但投資人有更多理由用ESG濾鏡審視所投公司的「防守」和「進攻」策略,以在更多不確定性的市場中獲得長期回報。

全球TMT展望:半導體依然是未來十年最重要的賦能技術

在目前的全球TMT投資背景下,科技投資高回報趨勢是否能夠持續下去?元宇宙和晶片半導體等新興投資領域是否值得投資?

海外大型長線資本如何看待中國的風險與機會

如今海外長線資本應如何在中國進行配置?市場波動是否正是需要把握的好時機?哪些行業在未來5到10年值得重倉?所謂「全球視野」到底是利是弊?

負責任的全球資產管理:一場亞洲視角的對話

全球減排承諾助推ESG在中國金融市場中迅速升溫。亞洲頂尖的資產管理公司在該領域有何經驗可與中國ESG投資者分享?亞洲兩大經濟體在ESG投資上有何合作空間?

中國高收益債市場發展前景

胡遠川認爲,儘管目前中國高收益債市場還不夠成熟,但是在其中的投資者最終收益的實現方式還是有很多種選擇。

高階視點:金融創業者李小加

英國《金融時報》中文網總編輯王丰采訪了滴灌通總裁、港交所前總裁李小加先生。就如何讓中國小微企業融資跟國際資本接軌以及西方投資者對中國經濟未來長期判斷等問題進行討論。

沈達理:跨國公司如何在中國做到真正的本地化?

中美關係以及中國社會與監管環境的變化,對跨國公司提出了新挑戰。跨國公司如何看待這些新形勢,如何在中國做到真正的本地化?

爲什麼投資者應該合作應對氣候變化

資本配置必須與應對環境風險相結合。

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