Global Investment Research Challenge

 

Keynote Speaker and Judging Panelist Profiles 

 

 

Keynote Speaker

 

David M. WebbDavid M. Webb retired in 1998 and divides his time between non-profit governance advocacy, including Webb-site.com, and researching the Hong Kong market, particularly smaller companies. Previously, he was a corporate finance director at BZW Asia Limited, conducting equity issues and advisory mandates throughout Asia. Mr. Webb then became in-house adviser to Wheelock, a local listed conglomerate. His publications include Supercharge Your Spectrum and Advanced Spectrum Machine Language, both books on machine language programming for the Z-80 based Sinclair Spectrum computer. Mr. Webb also wrote a number of best-selling games for the Spectrum and Commodore 64, which were in the first generation of 8-bit home computers. He has served as the elected non-executive director of Hong Kong Exchanges and Clearing Limited, chairman of Hong Kong Mensa, and non-executive director of ASrIA. He was a member of Hong Kong's Takeovers and Mergers Panel and the Takeovers Appeal Committee, the Shareholders' Subcommittee of the HKSAR Government Standing Committee on Company Law Reform, the Working Group on New Market Development of the Stock Exchange of Hong Kong,  the SFC Public Shareholders Group, and the Hong Kong Securities Institute. Mr. Webb has been recognized by Business Week as a Star of Asia and was Financial Technology Asia magazine's TMT Analyst of the Year in 2000. He was named a Global Leader for Tomorrow by World Economic Forum, and was a member of both the Forum of Young Global Leaders and CFO magazine’s Global 100. Mr. Webb graduated from Exeter College, Oxford University.

 

Judging Panelists

Benoit Descourtieux, CFABenoit Descourtieux, CFA, is a founder and principal at Calypso Capital Limited. Previously, Mr. Benoit was president and CFO for Lombard Odier (Asia) Limited, acting as office head and CIO. He also was an associate director at Indocam Asset Management, the Asian investment arm of Credit Agricole Asset Management, managing equity, fixed income, and balanced products with both absolute return and benchmark focus. Mr. Benoit served on the AIMR (now CFA Institute) Candidate Curriculum Committee, which designs the content of the CFA Program. He also served as a grader for the CFA exam, grading derivative questions, and pre-tested CFA exam questions.

Elizabeth Y.S. Soon, CFA Elizabeth Y.S. Soon, CFA, is a partner at HSZ Group, an independent investment management company. She is responsible for managing China-focused portfolios and Asian funds. Ms. Soon has more than 18 years of experience in investment management, including 10 years with Schroder Investment Management as director and head of Asia ex-Japan responsible for asset allocation and stock selection. She was a member of the Global Asset Allocation Committee in Hong Kong and managed a number of Asian retail unit trusts and large institutional portfolios. Previously, Ms. Soon was director and head of Pacific Basin Investment for Standard Life Investments (Asia) Ltd., where she was responsible for the management of the Group’s Asian funds and the Global Balanced Fund in Hong Kong, and executive director of Fortune REIT, a company listed on the Singapore Stock Exchange. Ms. Soon is a Fellow of the Hong Kong Institute of Directors and is a member of the Examinations Committee of the Hong Kong Securities Institute. She was an Executive Committee member and the vice chairman of the China Subcommittee of the HK Investment Funds Association (HKIFA). Ms. Soon holds an MBA from the Manchester Business School, UK.

Song ShenSong Shen manages the equity research team in metal and mining for Asia ex-Japan at Goldman Sachs, primarily focusing on equities listed in China. Previously, Mr. Song was an executive director and a managing director at Goldman Sachs and an auditor and a licensed CPA in New York. He also worked for JP Morgan, covering the metal and mining sector. Mr. Song's team was ranked number one in metal and mining by Institutional Investor in 2007 and in the top three by Asia Money in 2007. He also received the Financial Times 2006 Analyst Awards Asia for the top overall earnings estimator. He holds a BA in economics from Southwest University of Finance and Economics, China, and an MBA in finance from the University of Chicago.

Stuart Winchester, CFA Stuart Winchester, CFA, is a managing director at Allianz Global Investor, where he is responsible for equities in Hong Kong's global balanced funds. He also manages Oriental Income, a total return fund investing in the Asia Pacific region that has won numerous performance awards. Previously, Mr. Winchester worked for Wood Gundy and spent six years in Japan before transferring to Indonesia to run an affiliate joint venture merchant bank. He holds a master’s degree in international management from the American Graduate School of International Management.