MarketX US Alternatives Renaissance Forum 美国另类投资攻略论坛

源投金融 (MarketX) 吸引了美国最优秀的未上市独角兽公司、房地产基金及债权产品发行机构，并挑选及整合了相关的投资产品，透过MarketX基金进行投资。与此同时，海内外投资者可以在我们的平台上浏览这些优质的投资机会，及有关的分析和信息，以进行价值判断及风险评估。MarketX is an online investment platform reinventing investing for over 1 billion investors in Asia. MarketX aggregates US investment assets on one hand and becomes the sales distribution channel for Chinese investors via Chinese wealth managers and private banks. We offer a spectrum of investment products including pre-IPO tech unicorn company shares, real estate funds and  fixed income products. We are the first online platform to facilitate direct investments in the alternative financial market between the U.S. and Asia.

源投金融 MarketX Inc.

MarketX Investor Day Spring 2017 US Alternatives Renaissance  美国另类投资攻略论坛 With China's economy approaching moderate growth and the continued depreciation of renminbi against dollars, many Chinese investors are keen to allocate their capital overseas to hedge the currency risk as well as diversifying their investments globally. The US has always been a destination of choice. Apart from traditional financial products, fintech innovations have created entry to numerous alternative investment opportunities that were otherwise inaccessible in the past. In this event, we will explore the landscape and characteristics of alternative investing, how it differentiates from traditional investing, and how to formulate your alternative investment strategy. We have partnered with Alphaflow, Lending Home, Roofstock, RealtyMogul and Meixin Finance to produce our discussion panel. FEATURED SPEAKERS Ray Sturm, CEO and Founder of Alphaflow, the first platform to give investors a global overview of their entire P2P portfolio. Prior to launching AlphaFlow, he founded RealtyShares, one of the industry’s top platforms for real estate investing. His early career in finance included investment banking at Bear Stearns, Lazard Frères and CCMP Capital and serving as Director of Business Development for SmartDrive Systems. Ray has a BBA-Finance from the University of Notre Dame and a JD/MBA from the University of Chicago. Joshua Stech, VP Business Development at Lending Home, a technology-enabled marketplace that brings together borrowers and investors in the future of mortgage. Josh works across teams to reduce costs and remove friction for customers during the mortgage process. Josh previously co-founded Purpose Built Investments (PBI), a boutique real estate private equity firm. Over the course of more than 900 transactions, he acquired deep knowledge of residential real estate equity and debt investing.  Ada Phang, Head of International Sales & Strategy at Roofstock, an online marketplace that invests in leased single-family rental homes in a transparent, low-friction method. Ada joined Roofstock from Goldman Sachs, where she worked with individuals and families to develop wealth and investment strategies as a Private Wealth Advisor. Prior to that, she led HSBC's Private Bank team in New York that focused on Asian markets, advising clients on investment and lending solutions, with keen attention to cross-border tax and estate issues.  Gene Barash, VP of Operations and Asset Management at RealtyMogul, an online marketplace for real estate investing, connecting borrowers and sponsors to individual and institutional investors. Gene previously managed a portfolio of assets for an entrepreneurial real estate investment company based in Southern California and operated his own insurance agency. He is a licensed California Attorney, Real Estate Broker, and Insurance Agent. He earned his Bachelor’s Degree from UCLA and is currently a Level II Candidate in the Chartered Financial Analyst program. Xiaowen Wu, Co-founder and Head of Investment Management at Meixin Finance, a leading cross-border financial products platform that services wealth managers, independent investment advisors, private funds, and family offices. Before establishing Meixin Finance, Xiaowen was a Director of Equity Derivatives Sales at UBS in Hong Kong and was highly involved in wealth management and asset management sales in China. Prior to that, she also worked at the structured product sales team at Deutsche Bank. Xiaowen has been heavily involved in wealth management and asset management sales in China.  EVENT CHAIR Cathryn Chen, CEO and Co-founder of MarketX, an online platform connecting Asian investors with pre-selected quality alternative assets in the U.S. Previously, Cathryn worked at Deutsche Bank, Rothschild in London, and J.P. Morgan in Hong Kong, where she contributed to numerous high profile IPOs and private placements including Alibaba and Xiaomi. Prior to the Twitter and Alibaba IPOs, she witnessed first-hand the pent up demand for pre-IPO shares which led her to found MarketX. She also worked at EverString, an ad-tech startup backed by Lightspeed and Sequoia, bringing predictive analytics to sales and marketing at Fortune500 enterprises. In college, she co-founded MoneyThink LA, a White House-recognized, 501(c)3 non-profit that provides financial education to urban high school students. Cathryn graduated from UCLA and the London School of Economics. AGENDA 2:00PM - 2:30PM  Registration and Social Networking 2:30PM - 2:45PM  Opening Keynotes: US Alternatives Renaissance 2:45PM - 3:30PM  Panel Discussion: Alternative Investing Strategies and Trends 3:30PM - 5:00PM  Closing Remarks and Networking

Sheppard Mullins

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MarketX US Alternatives Renaissance Forum 美国另类投资攻略论坛

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MarketX US Alternatives Renaissance Forum 美国另类投资攻略论坛

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