On January 12, 2024, the Wall Street Securities and Futures Club held a New Year investment seminar with a focus on tomorrow and the future. This grand event brought together a large number of outstanding figures in the financial field of New York to share their unique insights and trend analysis on the global economy and finance in 2024.
The Wall Street Securities and Futures Club (WSSFC) is a non-profit organization established in Manhattan, New York by Wall Street securities and futures institutions, fund companies, securities and futures practitioners, fund managers, and financial institution executives. The core philosophy of the club is to build platforms and gather resources; Organize activities and promote communication; Seeking cooperation and common development.
Before the event started, in the warm atmosphere of the hot party, the guests exchanged ideas with each other, and the atmosphere gradually warmed up. The attendees looked forward to this feast full of investment wisdom.
The event officially began，hosted by Ming Yan, Head of Capital Markets from Cascade Financial Services, and Kewa Luo, SIR Investor Relations Asia Pacific Partner，Director and former President of Asian Financial Society. Mr. Qu Zhengzhe, founder and CEO of Global Pacific Securities and Global Pacific Futures kicked off the event with a warm welcome speech. At the same time, we extend a warm welcome and heartfelt congratulations to Mr. Shang Jie, General Manager of Beijing Zhongxi Heli Cultural Media, who will soon be listed in the United States.
Dr. Youyu Xu, Co Founder of LibreMax Capital, first gave a keynote speech, providing attendees with a forward-looking perspective on real estate investment through his experience in asset securitization trading at Deutsche Bank. And shared the investment outlook for real estate in 2024. The prototype of the Chinese mathematical genius in the film „Big Short“ is derived from Xu Youyu, who graduated from the Mathematics Department of Fudan University. His speech sparked profound thinking among attendees about future investment directions.
Subsequently, Dr. Ning Zhu, CFA, and fund manager at New York Life Insurance, shared his outlook on Federal Reserve policies and interest rates in 2024, providing investors with insights on global fixed income product management, US interest rate policy trends, and their impact on investment. He also shared his research findings. Mr. Ning Zhu is a Ph.D. from the University of Oxford, an adjunct professor at the Fordham University Gabriel School of Business, and Baruch College at the City University of New York, teaching quantitative finance and artificial intelligence. He joined New York Life’s bond investment department in 2019 and shared his unique views on federal reserve policies and interest rates with his expertise in global fixed income fund manager.
Dr. Kevin Chen, Chairman and CEO of Edoc Acquisition Corp. (ADOC), Chief Economist of Horizon Financial, Chairman of the Financial and Economic Committee of the US-China International Chamber of Commerce, started in depth exploration of macroeconomics and asset allocation revealed a broader market perspective for attendees. At the same time, share your observations and judgments on future phased strategies from the industry trends and investment hotspots in the fields of biomedicine and big health. Emphasis was placed on the impact of AI technology on the medical field. Dr. Chen holds bachelor’s degree in economics from Renmin University of China，a master’s degree in finance and finance from the Economic Research Center of Tilburg University in the Netherlands、and a doctorate from the Financial Asset Management Engineering Research Center of the University of Lausanne in Switzerland. He currently serves as an adjunct professor at New York University. He brought profound insights into the global economy and finance fields to the attendees.
In the following session, Yafu Guo, Founder and CEO of TJ Capital, focusing on the 2024 US stock market outlook. He presented a forward-looking investment feast to the attendees with his unique macro trend based maximum joint investment method. Mr. Guo obtained a master’s degree in physics and finance from the United States, possessing a solid knowledge of investment theory and over 25 years of cutting-edge practical trading and asset management experience on Wall Street. And since 2004, he has been a special expert commentator on U.S. stocks in financial columns such as Phoenix TV in Hong Kong. His asset management strategy is known for emerging, macro thematic investment strategies
At the climax of the evening’s meeting, the organizers announced the election of the organization of the second Wall Street Securities and Futures Club.Mr. Qu Zhengzhe, co-founder, director and president of the club, introduced the members of the new leadership team: Youyu Xu, chairman of the club, Dr. Ning Chu, director and secretary general of the club, Dr. Ming Yan , director and deputy secretary-general of the club, 、Ms. Kewa Luo, director and deputy secretary-general of the club, Mr. Yafu Guo, directorof the club, and Dr. Yansong Jiang, director of the club. We look forward to the more prosperous development of this club in the future under the guidance of everyone.
In the subsequent cocktail and buffet segment, it became a time for enthusiastic communication among the attendees.
The participants spoke freely and actively shared their insights and experiences in the financial market. William Ding, the founder, president and CEO of SolarWind Capital & Risk Advisors, LLC in the United States, Fred Yan, President and Chairman of the Chinese Association for Science and Technology USA Greater New York, Xi Chen, a Professor at New York University’s Stern School of Business, Dr. Dajing Guo, Senior Managing Director at Revere Securities, Qian Peng, Founding partner of Fuyou Capital、Bingheng Ma, President of Asian Financial Society, Xiang Song, Former President of Fudan American Alumni Association, Aurora Maher, Founder and CEO of AMFA Capital Management, Cindy Yu, Managing Partner of Accounting firm CINDIE LLC, Ying Cao, founder of Ying Cao Law LLC, Xiaopeng Zheng, CEO of Ying Cao Law LLC、Jing Lu, CFO of Keyarch Acquisition Corporation and Bowen Acquisition Corporation, Yuan Jiang , founder of Law Firm Of Yuan Jiang, P.C.， Chaohua Li, Director of Financial Services at The NPD Group、Qiwei Shi , co-founder and CTO of CrowdThnk、Jiao Wu, President of the Greater New York Area Alumni Association of Xiamen University、Xiaohong Yang, Senior derivatives trader at Morgan Stanley. While congratulating the birth of the second management team of the club, everyone was also full of expectations for more in-depth exchanges and cooperation in the future.
Mr. Oliver Bergmann, Chief Investment Officer of Global Pacific Securities US Inc and Global Pacific Futures US Inc, as a seasoned practitioner who has been deeply involved in Wall Street for many years, and has fully communicated and cooperated with the securities and futures industry in China and the United States, as well as accumulated a lot of business experience in the field of investment in China and the United States, shared with the attendees their continuous exploration of building a one-stop investment and financing platform for high net worth clients and small and medium-sized enterprises, Oliver shared my valuable experience in the financial field.
This event is hosted by the Wall Street Securities and Futures Club and co organized by Global Pacific Securities US Inc, Global Pacific Futures US Inc, and Global Pacific Fund. We hope to build a platform for mutual communication by attracting professionals in the securities and futures fund industry, as well as institutional investors, high net worth individual investors, and even industry self-discipline and regulatory organizations. To provide professional services for WSSFC platform members, such as organizing financial seminars and investment project investigation activities, organizing securities and futures salons and cocktail parties, and conducting cultural and artistic exchange activities, in order to achieve the goal of promoting cooperation and mutual development among members.
The entire event came to an end amidst laughter and joy. The Wall Street Securities and Futures Club marks the beginning of 2024 with this investment seminar event. With a thriving world and a vision for the future, Wall Street elites and financial wise individuals will create more new chapters of investment and wealth creation in the new year.
