Topic: Prime Brokerage Business Process Overview
Date: Sept. 13th, 2014 (Saturday)
Registration: 10:00 A.M. – 10:30 A.M.
Speech: 10:30 A.M. – 12:30 P.M.
Speaker’s Biography
Mike Xie,
an independent business consultant, is currently leading the implementation of a multi-million project for the Global Wealth Management department of Scotiabank. He also founded several companies with his partners including ‘PMXSOFT’ and ‘TMXSOFT’, which are mainly helping finance/banking clients and investment managers in portfolio management and accounting, order management and trading, confirmation and clearance, hedging, STP, etc. Mr. Xie also worked at BMO in Primary Brokerage business for nearly 6 years. In his presentation, Mr. Xie will introduce primary brokerage, hedge fund and their relationships. During the Q&A session, he can answer hedge fund and boarder capital market related questions.
刚刚步入职场的我们,常常在某些专业领域工作中遇到各种百思不得其解的难题或者是难以突破的瓶颈。今天NHC有幸邀请到的嘉宾Mike Xie将帮我们提供关于金融市场(Captial Market)尤其是对冲基金(Hedge Fund)和机构经纪(Prime Brokerage)方面所涉及的各种问题的解决方案。
领导着上百万Scotia财富管理的项目,并且是创业项目合伙人的Mike Xie拥有 20年以上的金融市场经验。他创立的 “PMXSOFT” 和 “TMXSOFT” 公司的主要业务就是针对对冲基金公司和财富管理部门来管理投资 ,下单以及交易系统等提供咨询和帮助 。
这一次,Mike将用一种全新的演讲方式,他将像朋友一样,和到场的各位坐在一起 ,以轻松的喝茶聊天方式与大家亲密接触 。在此会上,我们将选出几个大家最感兴趣的问题来让Mike导师深入透彻分析,并帮我们一一解疑释惑。