活动详情

Historically, the world's most successful investors have employed various competitive advantages for consistently beating the market's returns. This Seminar focuses on fundamental investing, it shows how better analytics can be used to create competitive advantages for investors.


  • Analytical Advantages : Given the data already publicly available, some of the world's top investors have built superior analytics to allow them to succeed. Some of the world's greatest "Quants" fall into this category such as Blackrock, Dimensional, and AQR.
  • Informational Advantages : Some of the great fundamental investors have found ways to systematically uncover legal informational advantages. They have created ways to discover and determine company direction before the rest of the market has found out.
  • Emotional Advantages: Buffett, Klarman, Royce, and Templeton among others, have shown how temperance and emotional intelligence can make for incredible returns.

Details 活动详情

  • Date: Tuesday, 14 May 2019
  • Time: 19:00-20:30 (Registration time: 18:30-19:00)
  • Venue: SAIF, 2F, South tower, Financial Street Center, No 9A Financial Street, Xicheng District, Beijing 上海高金学院,北京市西城区金融大街甲9号金融街中心南楼2层
  • Language: English


备注:

  1. 活动当天需出示身份证在金融街中心登记后方可刷卡进入;
  2. 进入金融街中心,请不要从扶梯上二层,需要乘坐南面的直梯上二层方可到达上海高金学院。

Speaker 演讲嘉宾

  • Joel Litman (President & CEO, Chief Investment Strategist, Valens Research)

    Joel Litman

    President & CEO, Chief Investment Strategist, Valens Research

    Joel Litman is President and CEO of Valens Research, a global investment research and advisory firm, and the world leader in Uniform Accounting and analytics.

    In the Harvard Business Review, Litman published, “Give My Regrets to Wall Street,” and is a top contributor in SeekingAlpha. Valens Research reports are regularly the most downloaded on Factset. He has been interviewed on CNBC, Forbes.com, the Singapore Stock Exchange, the Wall Street Journal’s Barron’s Magazine, Institutional Investor, and regularly at NASDAQ’s
    Marketsite.

    Litman has conducted seminars and lectures for Harvard Business School, Wharton, London Business School, and other universities and CFA societies in New York, Germany, Hong Kong, Singapore, and more around the world.

    Litman is a CPA and an MBA/MM graduate from the Kellogg Graduate School of Management at Northwestern University. He is a member of the Board of Directors of COL Financial Group
    (PSE:COL)

    查看更多

Tickets 票务信息

CFA Society Beijing Members (售罄)
会员价格 免费
CFA Charterholders (Non-CFA Society Beijing member) / Candidates
标准价格 人民币 100
Others
标准价格 人民币 200

Policies 活动政策

  1. The registration confirmation will be sent by email on 17:00 13 May. If you don't receive any email until 12:00 on 13 May, please contact us event@beijing.cfasociety.org.报名确认信将在活动前1天通过邮件发送给大家。如未收到邮件,请发送邮件至event@beijing.cfasociety.org咨询。
  2. Please send email to event@beijing.cfasociety.org to cancel your registration and apply for refunding. Cancellation email must be received by 13 May 2019.如需退款并取消报名,请在5月13日前发送邮件至event@beijing.cfasociety.org ,备注姓名+活动名称+微信账号,我们将在活动结束后的3个工作日内原路径退款。
  3. CFA Society Beijing reserves the right to change the date or cancel the event.北京金融分析师协会保留变更和取消活动的权利。

赞助商

上海高级金融学院(SAIF)金融MBA项目是中国首个金融专业方向的工商管理硕士学位项目。致力于在新的金融环境下为中国成就一批具有本土影响力和全国竞争力的金融人才,深谙金融的创业家,拥有优异金融思维和创新能力的高端人才。