CAIA & Kaplan Financial Joint Education and Information Session with Erik L. Knutzen, CIO, NEPC 

CAIA Hong Kong and Kaplan Financial would like to invite you to attend a joint education and information seminar with Erik Knutzen of the NEPC. This will be followed by a cocktail networking session, on Monday, 4th November, 2013. 

Topic: US$750bn of US Institutional Capital: A View From The Top

• How do US institutional investors view the world?
• What investment themes are they talking about?
• What are their constraints in executing their investment views?
• What are the current developments in investment best practice?

Jo Murphy, CAIA's Managing Director, Asia Pacific & EMEA and Wendy Leung, CAIA's Events and Marketing Executive, Asia Pacific will also be in attendance. 

Programme: 

19:10 - 19:50: Presentation: Mr. Erik L. Knutzen
19:50 - 20:05: CAIA Introduction and Update: Ms. Jo Murphy
20:05 - 20:20: Kaplan Introduction and CAIA Prep Course Overview: Ms. Janet Sin
20:20 - 20:35: CAIA Member's View - “The Road to Earn the CAIA Charter”: Ms. Tinchuck, Agnes Ng
20:35 - 21:30: Group Networking Drinks 

Featured Speakers Bio:

Erik L. Knutzen, CFA, CAIA
Chief Investment Officer, Partner, NEPC

Peter Douglas, CAIA
Principal of GFIA pte ltd 
Board Member, CAIA Association

He is the principal of GFIA pte ltd, a pioneer of the Asian hedge fund industry, with expertise in boutique and emerging market managers operating in Asia and emerging markets.  He has been researching the hedge and absolute return fund universe in Asia since 1998, and has been a fund management professional since 1985, working in London, Singapore, Sydney, and Tokyo.  He was an Alternative Investment Management Association (AIMA) Council member for 10 years, and was the inaugural Chairman of the Singapore National Group and the inaugural Asia-Pacific regional representative of AIMA.  He sits on the board of the Chartered Alternative Investment Analyst (CAIA) Association.  He holds an MBA from INSEAD (France), and is a pioneer-cohort CAIA charterholder and the first in Singapore.  He is the only Singapore Financial Industry Certified Professional from the alternative investment industry. Peter was acknowledged by aiCIO magazine in 2013 as one of the world’s 25 most influential asset consultants.

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Tinchuck Agnes Ng CFA, CAIA
Founder and Managing Principal, Athena International Capital

Tinchuck is a graduate of Massachusetts Institute of Technology and Harvard University. She successfully passed the CFA and CAIA exam with Kaplan’s prep course and study solutions. Tinchuck started her real estate career in development in the US and found Athena to assist investors and mid-size operators in cross border property investments and capital formation. To date, she has completed 100+ asset transactions and managed portfolios totaling over USD 1.3 billion of real estate investments in the US, Germany, Sweden and China on behalf of investors from over 8 jurisdictions globally.

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Janet Sin
Business Manager, Financial Markets, Kaplan Financial

Janet leads the Kaplan Financial Markets team in Hong Kong, having responsibility for all aspects of business development, strategic planning, course design, product marketing and account management. She spearheads the CFA, CAIA, FRM, Licensing Exam Prep Courses, CPT and corporate training. Her corporate clients include AllianceBernstein, Blackrock, Blackstone, Deutsche Bank, Goldman Sachs, HKUST, Hong Kong International Airport, HSBC, JP Morgan, Morgan Stanley, MUFG and Prudential. Janet holds a bachelor degree of commence (accounting) from the University of Calgary, Canada. Prior to joining Kaplan, she has two years of auditing experience with BDO McCabe Lo.

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Jo Murphy
Managing Director, Asia Pacific and EMEA, CAIA Association

Jo has been based in Asia for 16 years, predominately in Hong Kong and complemented by a couple of years spent in Singapore. She has held a number of senior regional management positions successfully leading sales, business development, marketing and client relationship management divisions and has both built and managed large and successful regionally located teams.

Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of global institutions during her tenure. Her experience - across the service intermediary, buy and sale side business environments - has led her to obtain a meaningful network of senior level contacts throughout the region.

Her time spent at HSBC Securities Services, with a service intermediary focus, gave her access to a deep pool of regionally based investors which she then built upon during her role as Asia ex Japan head of sales and product specialist at Deutsche Asset Management for their full suite of alternative investment products.

Jo enjoys a solid industry reputation and is a member of the Alternative Investment Management Association (AIMA) Executive Committee and was recently voted "Asia's most influential women in the alternative sector" and also one of  "The 25 most influential people in Asian hedge funds" both by the industry leading AsianInvestor magazine.

For more information please contact Wendy on +852 3655 0568 or alternatively you can email any enquiries to wleung@caia.org

We do hope that you are able to join us!