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[Wait List] VIP Speaker Series : Mastering the Market Cycle, A Conversation with Howard Marks Event Code: 181026S
Date 26-Oct-2018
Time 4:00 p.m. - 7:00 p.m.
Venue The HKEX Connect Hall (Grand Auditorium)
1st Floor, One and Two Exchange Square
8 Connaught Place
Central, Hong Kong
Speaker(s) Speaker
Mr. Howard Marks, CFA
Oaktree Capital Management

Ms. Theresa Han, CFA, CAIA
Managing Director, Hedge Fund Strategies
GCM Investments Hong Kong Limited
Fee Complimentary
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
  • This complimentary event is for HKSFA members only
  • Snack and soft drinks will be provided 
  • To RSVP by clicking the "online registration" button at the bottom
  • Language: English
  • Dress code: Business Attire
  • Enquiry: / +852 2521 2543
  • This event may be subject to audio and video recording and photography, which organisers may use for internal and external publicity, and share with participants for commemorative purposes.

Event Details

The Post-event extract footage: 

The CAIA, CFA Institute, the Hong Kong Society of Financial Analysts and Oaktree are so honoured to jointly organise this special event featuring one of the most successful Wall Street investors of all time, Mr. Howard Marks, Co-founder and Co-Chairman of Oaktree Capital Management.

Economies, companies, and markets operate according to patterns or cycles. These cycles arise from naturally occurring phenomena in everyday business, and to a large extent, from the simple ups and downs of human psychology and behavior. When should you pull out of the market? When should you stay in?

These fundamental psychological influences - including greed and fear - can and do profoundly affect investors. If you carefully study past cycles, understand their origins and import, and remain alert for the next up or down cycle, you won’t have to reinvent the wheel in order to understand every investment environment. And you’re less likely to be blindsided by unexpected events.

Being one of the investing greats, Mr. Marks provides practical insight and keen analysis on how to understand, track and react to the ups and downs of the stock market. In his new book, “Mastering the Market Cycle: Getting the Odds on Your Side”, Mr. Marks reveals the hidden logic in carefully pinpointing market trends so that investors have the opportunity to improve their results.

By following Mr. Marks’s insights - which are drawn from his memorable memos to clients - you can master these recurring patterns to help with your own financial gain and psychological benefit.

Seats are filling up fast, reserve your spot now to avoid disappointment!
About the Speaker:

Mr. Howard Marks, CFA
Oaktree Capital Management

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is a member of the Investment Committee of the Edmond J. Safra Foundation; a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art; Chairman of the Investment Committee and Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania (where from 2000 to 2010 he chaired the Investment Board).
About the Moderator:

Ms. Theresa Han, CFA, CAIA
Managing Director, Hedge Fund Strategies
GCM Investments Hong Kong Limited

Ms. Han is located in the Hong Kong office, is the strategy head for Asia and other globally oriented strategies, and serves on the Global Investment Council. Prior to joining GCM Grosvenor, from 2008 to 2012, she was a Managing Director at China Investment Corporation, where she co-managed the hedge fund allocation portfolio. From 2001 to 2008, she was an Investment Officer with Alternative Investment Solutions of UBS Global Asset Management with responsibilities in manager research and operational due diligence in Asia. Prior to joining UBS, she was an Associate Fund Manager with Value Partners Hong Kong, responsible for the research and investment of Hong Kong listed shares and China B shares. From 1997 to 2000, she served as a Manager with the Licensing Division of the Securities and Futures Commission in Hong Kong. She began her career with PricewaterhouseCoopers, LLP in the audit division as a Senior Accountant from 1994 to 1997. Ms. Han holds a Bachelor of Business Administration in Accountancy from Chinese University of Hong Kong. She is a qualified accountant and holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.

[This event is for HKSFA Members Only.] 
The event is now fully booked, if you would like to be on the waiting list, please click below. 
Should a place become available, we will contact you by email. 
Due to the limited seating capacity, walk-ins will NOT be entertained.

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