Speaker Bios

Chad Liu

CFA, Founder and Chief Investment Officer, Prudence Investment Management Limited

Chad Liu founded Prudence Investment Management Limited  in 2008 and is the Chief Investment Officer. He is a member of the Investment Committee and Management Committee. Mr. Liu has over 26 years of research, trading and portfolio management experience in the US, HK and China with traditional long-only, hedge funds and bank proprietary capital background.

Prior to founding Prudence in 2008, he was a Director at Deutsche Bank’s Saba Principal Strategies from 2006 to 2008 where he focused on China investments. From 2005 to 2006, he was a Managing Director at Chatham Asset Management, a credit focused investment manager in the US. From 1999 to 2005, he was an Executive Director at Morgan Stanley Investment Management, managing multi-billion US dollar global high yield portfolios. Before obtaining an MBA from the Wharton School of the University of Pennsylvania in 1999, he worked at Shenzhen Development Bank (now Ping An Bank) from 1993 to 1997. Mr. Liu also holds a Bachelor’s degree in Economics from Wuhan University.

 

刘骞

方圆金融控股集团创始人及首席投资官

刘骞于2008年创立方圆金融控股集团,现任公司首席投资官。他是公司投资委员会和管理委员会的成员之一。刘先生拥有超过26年的美国、香港和中国大陆证券研究、交易和投资者组合管理经验,在传统长线基金、对冲基金和银行自营交易领域均具备深厚从业背景。

2008年创立方圆金融控股集团之前,他曾在2006年至2008年期间担任德银Saba Principal策略部的董事,负责中国投资业务。2005年至2006年,他曾在美国信用投资管理机构Chatham Asset Management担任董事总经理。1999年至2005年,他曾是摩根士丹利投资部的一名执行董事,负责管理数十亿美元的全球高收益投资组合。1999年获得宾夕法尼亚大学沃顿商学院MBA学位之前,他曾在1993年至1997年任职于深发展银行 (平安银行) 。刘先生还持有武汉大学经济学专业学士学位。