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Nowadays society is flowing with anxieties, most of which are: investment arrangements, children’s education and tax planning. In terms of investment, we worry about China’s economy, corporate development, career paths and investment decision-making. When it comes to children’s education, we’re concerned about different education systems, overseas studying, job seeking and even adjusting to life in the United States. In regards to tax planning, we care about fiscal and taxation systems, policy changes, cross-border assets and quality retirement. Facing these uncertainties and anxieties, how do we effectively spread the risk and plan ahead?

在焦虑盛行时代,如何决定自我阶层?
当今社会,焦虑盛行。具有代表性的焦虑是:投资发展,子女教育和税务规划,这三个层面的不确定性是焦虑的主要来源。投资发展层面,我们焦虑中国经济,企业发展,职业生涯和投资决策;子女规划层面,我们担忧中式教育,美式教育,就业镀金和适应美国;税务规划层面,我们关心财税制度、政策变化、跨境资产和退休生活。直面焦虑,我们如何把握方向与格局,切实分散风险,做到提早布局?

Agenda

2:30 PM - 3:00 PM
Registration and Networking
3:00 PM - 4:00 PM
Session Starts
4:00 PM - 4:30 PM
Session Ends and Networking

Speakers

  • Ray Huang

    Ray Huang

    Graduated from Tongji University majoring in Marketing, Ray Huang went on to gain an Executive Master of Business Administration from Shanghai Jiaotong University. Firmly devoted to the financial sector, Ray worked for Standard Chartered Bank, Development Bank of Singapore and Cheng Fung Capital. He then joined CreditEase in 2012, starting from scratch in this wealth management company. As testimony to his expertise in financial and investment management, he successfully built a group of nearly 400 personnel managing over RMB10 billion. For his achievement, Ray was awarded ‘the Star of CreditEase’ (the highest honor given by the company). Not only did he focus on his career, he also furthered his study in Finance and Wealth Management at Tsinghua University and Singapore Nanyang Technological University. His studying and working experience enabled him to combine his research and practice, making him a hands-on expert on an exhaustive list of financial products such as fixed income, private equity, overseas investment, family trust, immigration and insurance, etc. Adhering to his principles of cultivating talents and guiding customers, Ray succeeded not only in building and managing a first-class wealth management team, but also in entitling high net-worth clients to first-line education and multi-dimensional services.

    2006年毕业于同济大学市场营销专业,上海交大高金金融EMBA。曾先后任职于渣打银行、星展银行、成丰资本,从事理财团队管理和相关投资工作。2012年加入宜信财富,从零起步组建发展了近400人的行业顶尖团队,为客户理财规模过百亿元,是宜信公司最高荣誉“宜信之星”获得者。十年来始终热爱并专注中国财富管理行业,并陆续在清华大学、五道口金融学院、新加坡南洋理工大学等进修金融与财富管理课程,对P2P和信托等类固定收益、资本市场、私募股权、海外投资与移民、国内外保险、家族信托等全资产配置深有研究和亲身实践。坚持以“孵才育客”为己任,深谙一流财富管理团队的立体式打造和管理以及中国高净值投资者的一线教育与多维服务。

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Tickets

Standard Ticket
Standard Price Complimentary

Registration

To register for this event, please RSVP online. For more information, please contact Kelly Deng at (+86 21) 6279-7119 ext. 4580 or email kelly.deng@amcham-shanghai.org.

Interested in introducing your products or services to AmCham Shanghai members through Spotlight Session? Please contact Zoe Zhang at (+86 21) 6279-7119 ext. 5667 or email zoe.zhang@amcham-shanghai.org for detailed information.

What is a Spotlight Session? A Spotlight Session is a promotional platform for companies to introduce products and services to interested AmCham Shanghai members. The sessions are conveniently held at AmCham Shanghai's offices and attendance is FREE.