TBD Group / JP Morgan / UBS TBD Group / Clearing Limited / HKUST Student-Managed Investment Fund / Baring Asset Management TBD Group / FINA / Hong Kong Exchanges and Clearing Limited / TBD TBD Group / Greater China Equities TBD Group / CLSA TBD Group / /
Continent
Asia / /
Country
China / /
Currency
HKD / / /
Facility
HKUST bookstore / LSK Bldg. / /
IndustryTerm
oil price recovery / bank research / Oil and Gas / finance course prerequisites / asset management / oil industry / portfolio management / online registration system / /
MarketIndex
Hang Seng 40 / /
Organization
Hong Kong Tracker Fund / Finance Office / Department of Finance / Value Partners Center / SMIF Investment Committee / Department of Accounting / SMIF Advisory Committee / Value Partners Center for Investing / Investment Committee / Main Board of Hong Kong Exchanges / Management Committee / Special Investment Committee / Samuel Liang Faculty / VP / /
Person
Sam Ho / Rajesh Panjwani / John Rothchild / Steven Greiner / Xi Li / Joseph Calandro / JR. / Uncommon Profits Peter Lynch / Jason Zweig / George Lo / Benjamin Braham / Jessie Guo / Martin Lau / Jeremy Siegel / Benjamin Graham / Scott Darling / Warren Buffet / Sam Lee / John C. Ritchie / JR. / Ben Graham / Samuel Liang / Nicolas Gaudois / Wilfred Sit / Samuel Xin / /
Position
Head of the Asia group / Advisors / speaker / No speaker / Fund Manager / designated broker / A. GENERAL INFORMATION ABOUT THE FUND / quant analyst / Head / Co-Advisors / Supervisor / Manager / Value Partners March / team member / coordinator / additional portfolio manager / Director / Director / Head / associate director / Regional Head / Managing Director / CIO / Managing Director and Head / portfolio manager / with the rest being research analysts / Director presentation / analyst / Vice-President of the University / faculty advisors / Teaching Assistant / Regional Head of Power Research / /
PublishedMedium
The Definitive Guide / The Intelligent Investor / /
FINA 4723 HKUST Student-Managed Investment Fund Course Spring 2015 KEY INFORMATION 1. Co-Advisors Prof. Xi LI, Department of Accounting (email: [removed])