Event Details
HKIRA x Visible Alpha Webinar
Using Consensus to Better Manage Expectations of the Investment Community
Every investor relations professional is familiar with managing expectations of the investment community. Whether your company is covered by a few or many brokers, each provides a different perspective on your business and offers a range of estimates to include in consensus. What does an effective consensus management process look like? How does this process include all stakeholders, from management, to brokers, to investors, and even third-party consensus data providers? How does consensus factor into the near- and long-term outlook for your company?
In this webinar, you can expect to learn about:
1. The importance of having access to real-time, quality consensus
2. How investors and analysts consider and leverage consensus data
3. How to create and implement a process to better manage expectations
4. The impact an effectively managing expectations can have on key stakeholders
Venue: Online via zoom
Language: English
Fee: Free for HKIRA members ; $100 for non-member
Accreditation: 1.5 CPD hour (by request)
Reservation/ Remarks:
- Online registration only. Deadline: 27 June 2022.
- Speakers are in alphabetical order of last name
- HKIRA will confirm availability by email notification. HKIRA reserves the right to final say in registration discrepancies.
- For online attendees, the link to the webinar will be sent to the registered email when closer to the event date.
- Registration is non-cancellable and non-refundable.
Moderator
Mr. Matt Sherman
Head of APAC Sales
Visible Alpha
Matt Sherman is the Head of APAC Sales at Visible Alpha, based in Hong Kong. In his role, he is responsible for driving business strategy and revenue growth, as well as working closely with Visible Alpha's Sell-Side partners in the region. Prior to establishing Visible Alpha's presence in APAC in Dec 2019, Matt was a senior member of the US sales team where he worked closely with some of the firm's largest current clients. Before joining Visible Alpha, Matt spent the bulk of his career at Guidepoint, one of the world's leading Expert Networks, as a Vice President of Sales in both New York and Hong Kong.1
Panel Speakers
Mr. Will Chung
Managing Director,
Head of Fixed Income & Quantitative Investment
China Everbright Assets Management
Mr. Will Chung leads the Fixed Income Investment team at China Everbright Assets Management and is also the Portfolio Manager for Everbright Dynamic Bond Fund and Co-Portfolio Manager of Everbright Convertible Opportunities Fund. He has over 20 year of industry experience in Asian fixed income, quantitative equity, and structured finance investments. Everbright Dynamic Bond Fund and Everbright Convertible Opportunities Fund have delivered consistent attractive return for more than 7 years and Everbright Dynamic Bond Fund has received the HFM Asian Performance Awards 2021 as "Best Fixed Income, High Yield & Distressed Fund".
Prior to Everbright, Will served as Head of Public Investment for a major Chinese investment office where he was responsible for multi-strategy absolute return investments across major asset classes. Before that, Will was the former Head of Tactical Asset Allocation at Shin Kong Life where he oversaw an US$35 Billion of global multi-asset class portfolios. Shin Kong Life received "Institutional Investor of the Year" at "The 2006 Asian Investor Achievement Awards".
Mr. Chung served as Board Director and Academic Chairperson of Taiwan CFA Society from 2007 to 2008 and graduated with Beta Gamma Sigma Honour from Columbia University with an MBA in Finance.
Recent Fund Awards and Accolades:
Everbright Dynamic Bond Fund won the HFM Asian Performance Awards 2021 as "Best Fixed Income, High Yield & Distressed Fund"
Everbright Assets Management Named Three-Years Overseas Golden Bull Private Fund company (Fixed Income) by China Securities Journal in 2020, 2018 and 2017
Everbright Dynamic Bond Fund Nominated for "Best Asian Fixed Income, High Yield & Distressed Fund" by AsiaHedge in 2019, 2017 and 2016
Everbright Dynamic Bond Fund nominated for "Best Asian Fixed Income Fund" Eurekahedge in 2018
Everbright Dynamic Bond Fund nominated for "Best Emerging Markets Credit Fund" by Investor Choice Award in 2017
Ms. Michelle Li
Head of Research
AMTD Group
Michelle Li is the Head of Research at AMTD Group. She specializes in analyzing the financial sector in China and follows the FinTech industry closely. Before joining AMTD Group in 2016, she served in UBS as the lead analyst for Asian Financial sector in the Asia Fixed Income research team and the Chinese bank equity analyst in the Asian Financials research team.
Mr. Gary Tsang
Asia Pacific Transportation Research
BofA Global Research
Gary Tsang is a Vice President in BofA Global Research covering the Asia Pacific transportation sector. Previously, he was an analyst at UBS Chief Investment Office covering Asia economics and asset allocation for six years. Tsang received his master's degree in Finance from the London Business School, UK, and bachelor's degree in Finance from the Hong Kong University of Science and Technology. He is based in Singapore, and fluent in English, Mandarin and Cantonese.
