财富管理制胜之道
Success Strategies in Wealth Management
本活动由耶鲁北京校友会与耶鲁北京中心合办
Co-hosted by Yale Club of Beijing and Yale Center Beijing
活动介绍
The Event
单一市场和单一资产类别往往难以提供长期稳定的收益。如何在中国A股市场实现赚钱效应？对于多数投资者来说，资产配置、全球配置和策略配置或许才是实现财富管理目标的有效途径，而把握A股市场的周期规律则是取得成功的关键。10月26日，耶鲁管理学院’00届校友、深圳道朴私募证券管理有限公司董事长王红欣将分享他的3D配置理论和强势投资周期理论，并为大家解答疑惑。
Relying on a single asset class often fails to provide stable long-term returns. How can one achieve profitable returns in China's A-share market? For most investors, global diversification and strategic asset allocation are essential for effective wealth management. A thorough understanding of the cyclical patterns within the A-share market is crucial. On October 26, Charles Wang PhD '00, Chairman of Shenzhen Dragon Pacific Capital Management, will present his 3D allocation theory and insights into investment cycles, followed by a Q&A session.
对话嘉宾
The Speaker
王红欣 Charles Wang
王红欣
耶鲁管理学院'00届校友
深圳道朴私募证券管理有限公司董事长
王红欣拥有近30多年的国际投资和基金管理经验，其中16年在美国从事量化投资工作，先后在Putnam Investments和Acadian Asset Management担任重要投资职位及资深合伙人。回国后，他曾任易方达（香港）基金管理有限公司总裁，博时基金管理有限公司ETF及量化投资组投资总监、指数投资部总经理。
Charles Wang PhD '00
Chairman, Shenzhen Dragon Pacific Capital Management
With almost 30 years of experience in international investment and fund management, Charles Wang worked for 16 years in the United States specializing in quantitative investment, serving as a senior partner in both Putnam Investments and Acadian Asset Management. After returning to China, he served as Chief Executive Officer of E Fund Management (Hong Kong), and later as the CIO of the Quantitative Investment Department at Bosera Asset Management in Shenzhen.
活动时间
The Event
2024年10月26日，星期六
Saturday, Octobor 26, 2024
注册/Registration
2:30 pm - 3:00 pm
对话与问答/Discussion and Q&A
3:00 pm - 4:30 pm
地址
Location
耶鲁北京中心
Yale Center Beijing
北京市朝阳区
建国门外大街8号
国际财源中心B座36层
（永安里地铁站C出口）
36th Floor
Tower B of IFC Building
8 Jianguomenwai Avenue
Chaoyang District, Beijing
(Yong'anli Subway Station, Exit C)
报名
Registration
请点击“阅读原文”进行注册。如有任何问题，请发邮件至yalecenterbeijing@yale.edu。若您遇到支付问题，请附上截图加以说明。
Please click "Read More" further below to register. Please send an email to yalecenterbeijing@yale.edu if there are any problems. If you encounter any payment issues, please attach a screenshot that identifies the issue.
门票：耶鲁校友门票60元；普通门票80元。
Ticket: RMB 60 for Yale alumni; RMB 80 for regular admission.
活动不接受现场报名。
Walk-ins will not be accepted.
活动语言为中文。
The event will be in Chinese.
注意：现场座位有限，先到先得。
Note: Seats are available on a first-come-first-served basis.
For more information on upcoming events, please follow us on WeChat at YaleCenterBJ.
更多精彩活动，请关注耶鲁北京中心微信公众号YaleCenterBJ。
Yale Center Beijing opened on October 27, 2014. As the only such center Yale University has opened outside of its campus, Yale Center Beijing is dedicated to developing leaders from all sectors of society and all regions of the globe.
开业于2014年10月27日的耶鲁北京中心，是耶鲁大学历史上在美国本土校园之外设立的唯一一个实体中心。中心致力于促进决策者和思想领袖开展对话与交流，为社会各界和全球各地区培养领导者。
耶鲁北京中心
Home 官网:centerbeijing.yale.edu
Wechat 微信号:YaleCenterBJ
视频号二维码
小助手二维码
点击“阅读原文”报名参加活动
