With the continuous development and improvement of China's multi-level capital market and the continuous upgrading of residents' wealth allocation needs, the wealth management market is in a new stage of long-term transformation and rapid development. In this context, Huatai** will hold the 2023 Star Forum on December 20. This forum aims to gain insight into the development trend of the capital market, focus on the career development of financial and interdisciplinary professionals, and provide diverse career development possibilities for domestic and foreign financial and interdisciplinary talents with a forward-looking vision of the industry and a spirit of cross-industry exploration.
The forum focused on the innovation momentum and career development sharing of wealth management in the era of large asset management, and was divided into two halves. Industry leaders discussed on the same stage, experts and scholars exported their wisdom, and front-line practitioners shared their passions, exchanging and sharing on the innovation momentum that drives industry change and the career development of wealth management talents.
Big coffee gathers heavyweight guests to exchange ideas and collide ideas
A number of heavyweight guests will come to the 2023 Star Forum to share, and it is foreseeable that this is a wonderful collision of sparks of ideas.
Finding Certainty in Uncertainty, Wealth Management Transformation in Progress" - Professor Yan Zhipeng, Professor of Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University and Co-Academic Director of the MBA Program, will deliver an opening speech, with a keen insight from a strategic vantage point, to clear the layers of fog and present the "password" of the times.
In the first half of the forum, the guests in the expert sharing session were not only practitioners of wealth management transformation and change, but also "helmsmen" of buy-side investment advisory business. Xia Fan, Deputy General Manager of the Wealth Platform Department of China Merchants Bank Head Office, Yu Jie, Assistant General Manager of CEIBS, and Xuan Wei, Chief Strategy Analyst of Huaxia**, will attend the forum and share their professional insights and in-depth thoughts on wealth management.
In the second half of the forum, the career development sharing session is committed to providing career development suggestions for many wealth management talents who want to expand their careers, so as to achieve the common growth and development of the company and individuals. Meng Qinglin, General Manager of Huatai's Investment Advisory Development Department, Lu Chunguang, General Manager of Shanghai Branch, Sun Yuanqing, Deputy General Manager of Human Resources Department, and Shao Xu, Deputy General Manager of Information Technology Department, came to the scene.
Exploring the Frontier Frontline practitioners focus on these issues
Topic 1 focuses on industry transformation. The wealth management business in 2023 is full of challenges, and the panelists will share their latest observations on how to find a way to break the situation.
Topic 2 focuses on asset allocation. Boosted by a series of policies to stabilize growth, the momentum of economic growth continues to recover, in this context, how to do a good job of allocation, guests will share their own strategies from different perspectives.
Topic 3 focuses on indexed investment. Since the beginning of this year, the scale of passive products has grown against the trend, has the tuyere of index investment arrived?Is there still an opportunity for active investing?The guests will put forward their own opinions based on the characteristics of their own institutions.
Topic 4 focuses on buy-side investment advisors. Different from the seller-side model that is guided by product sales, the buy-side investment advisory model is driven by customer needs and emphasizes sticking to the origin of consulting services. How to provide investors with long-term, professional and warm advisory services to enhance investors' sense of gain?The guests will start from the core pain points and look forward to the development direction of buy-side investment advisory.
Topic 5 focuses on financial technology. The development of technology is transforming the wealth management industry in every way. Technology continues to expand the boundaries of financial services, improve the efficiency of financial supply, and broaden the development space of financial institutions. The panelists will analyze how to use fintech and digital capabilities to iterate on work models and improve investment performance and service capabilities from a cutting-edge perspective.
Topic 6 focuses on career development. For wealth management practitioners, in the face of different economic cycles, how to find the workplace alpha of wealth management talents is crucial. The relevant persons in charge of Huatai ** wealth management and senior practitioners will interpret the key points of career development, share the wealth management business development concept of "platform + people", and help the long-term development of wealth management talents.
The 2023 Huatai ** Star Forum is about to kick off, so stay tuned for more exciting. On December 20th, meet at Huatai **Star Forum** live broadcast to create a new stage of wealth management together!
Disclaimer: This article is for informational purposes only and does not constitute investment advice.