Economic & Market Outlook Series

Next Source of Growth for Investment Managers: Is Multi-Asset Strategy the answer?

Overview

Multi-asset strategies are expected to be the number one source of growth for investment managers.  Larry Cao, CFA, editor of CFA Institute's latest book on the subject, Multi-Asset Strategies: The Future of Investment Management, will address the following questions from conceptual and industry best practice perspectives.

  • How are multi-asset strategy different from the balanced funds and fund of funds?”
  • What new concepts are extensively adopted in managing multi-asset strategies?
  • Why is multi-asset strategy the way to go for all end investors and “the” strategy that all investment professionals should understand?

 

Instructor / Speaker

Larry CAO

In his capacity as director of content for Asia Pacific at CFA Institute, Larry Cao conducts original research and develops educational products with a focus on the investment industry. Larry has 20 years of experience in the investment industry. Prior to joining CFA Institute, Larry worked at HSBC as senior manager for the Asia Pacific region. He started his career at the People’s Bank of China as a USD fixed-income portfolio manager. He also worked for US asset managers Munder Capital Management, managing US and international equity portfolios (winning a Lipper Award in the process), and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Larry has been interviewed by a wide range of global and regional media outlets, such as Bloomberg, CNN, the Financial Times, South China Morning Post, and the Wall Street Journal. He is also a frequent speaker at conferences on topics such as fintech and multi-asset investing. He has led the development of a number of CFA Institute publications on these subjects, including Multi-Asset Strategies: The Future of Investment Management and the CFA Institute FinTech 2017: China, Asia and Beyond report. Larry graduated from the University of Notre Dame with a masters of business administration degree. He was also a visiting scholar at the MIT Sloan School of Management.

Administrative Details

Code
ESEMO18071001
Date & Time
Tuesday, 10 Jul 2018 (12:20 PM - 01:20 PM)
Venue
HKSI Institute Training Centre
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees