FEG Manager Spotlight Replay: A Look At China

FEG recently hosted our first Manager Spotlight Webinar. This was a panel discussion followed by breakout sessions.  We are pleased to share a replay of the panel discussing the pros and cons of investing in China, emerging markets in general, and an investment outlook for Asia. 

 

Panelists

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BO MEUNIER, CFA
Wellington Management 

Senior Managing Director, Partner, and Equity Portfolio Manager

Bo is an equity portfolio manager on the Emerging Markets Team at Wellington Management. She currently manages China-focused regional portfolios and provides research to her team on China and the real-estate industry. Bo works in Wellington's Hong Kong office. Bo received her MBA from Babson College (Olin, 1998), where she graduated with honors and was awarded a Babson Fellowship.

 

She earned her BS, with high honors, in scientific English at the Harbin Institute of Technology, China (1992). In addition, she holds the Chartered Financial Analyst designation.

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JOHN MALLOY
RWC Partners

Portfolio Manager of the Emerging Markets Strategy

 

John is the portfolio manager of the Emerging Markets strategy at RWC Partners. He also serves as a member of the investment committee for the RWC Emerging and Frontier Markets strategies. He has 28 years of experience in international investment management and commodity, and debt and equity research analysis. John previously held the position of Senior Managing Director, Director of Investments at Everest Capital where he worked since 1996.

 

He holds a BS in Management from Norwich University and an MBA from the Boston University Graduate School of Management.

 

 

Kenneth Lee FEG Webinar Email Image

KENNETH LEE
Pleiad Investment Advisors

Partner, Founding Member, and Co-CIO

Kenneth Lee is a Partner, Founding Member and Co-CIO at Pleiad Investment Advisors. Previously, Mr. Lee worked at SFM HK Management Limited, the Hong Kong-based subsidiary of Soros Fund Management LLC. Prior to joining Soros, Mr. Lee was a Partner and Founding Member at Sequoia Capital Global Equities managing the Asia investments for the fund. He joined Sequoia Capital from Tiger Asia Management where he was a participating partner and Director co-leading all investments in Greater China.

 

Mr. Lee holds a Bachelor of Arts degree in Jurisprudence (magna cum laude) from Amherst College and a Master of Business Administration from Harvard Business School.

 

 

DISCLOSURES

This presentation was prepared by FEG (also known as Fund Evaluation Group, LLC), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis.  Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. FEG Form ADV Part 2A & 2B can be obtained by written request directed to: FEG, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

The information herein was obtained from various sources.  FEG does not guarantee the accuracy or completeness of such information provided by third parties.  The information in this presentation is given as of the date indicated and believed to be reliable.  FEG assumes no obligation to update this information, or to advise on further developments relating to it.

Neither the information nor any opinion expressed in this presentation constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

Past Performance is not indicative of future results.

Index performance results do not represent any portfolio returns. An investor cannot invest directly in a presented index, as an investment vehicle replicating an index would be required. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown.

Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

This presentation is prepared for informational purposes only.  It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation.

Any return expectations provided are not intended as, and must not be regarded as, a representation, warranty or predication that the investment will achieve any particular rate of return over any particular time-period or those investors will not incur losses.

Standard deviation is a measure of the dispersion of a set of data from its mean.

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The Dow Jones Industrial Average (DJIA), Dow Jones Industrial Average (DJIA), or simply the Dow is a stock market index that measures the stock performance of 30 large companies listed on stock exchanges in the United States.



DISCLOSURES

This report was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.

Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

Any return expectations provided are not intended as, and must not be regarded as, a representation, warranty or predication that the investment will achieve any particular rate of return over any particular time period or that investors will not incur losses.

Past performance is not indicative of future results.

This report is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.

Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.