Global Pacific Securities Investment Conference and Wall Street Securities and Futures Club 2022 Autumn Dinner PartyGlobal Pacific Securities Investment Conference

On October 28, 2022, from 4:30-8:30 pm, Wall Street Securities and Futures Club, and Global Pacific Securities US Inc. (GPS) successfully held the “Global Pacific Securities Investment Conference and Wall Street Securities and Futures Club 2022 Autumn Dinner Party” at 19w 26th Street, 4th Floor, New York, NY.  – Club Artosinoforyou.

The event was co-sponsored by Wall Street Securities and Futures Club, Broadway Gallery New York, ForYou Capital, Zennova Pharmaceutical, TJ Capital Management, Wisdom Realty and Wisdom Capital.

Nearly sixty guests attended the event by onsite or online, and they expressed their views and insights on the topics of macroeconomics and inflation, futures and options investment, investment of U.S. stocks, private equity investment, etc. Many guests delivered wonderful speeches and shared their opinions. The atmosphere was welcoming, people exchanged ideas with each other, raised a glass of wine and tasted good food.

At 4:30 pm, the Global Pacific Securities Investment Conference officially started. The host, Mr. Zhengzhe Qu, introduced the guests, agenda of the event, and expressed heartfelt welcome and appreciation to all the guests who came to the event. Afterwards, Mr. Gusheng Zhou, President of Fudan Entrepreneurs & Executives Club-USA (FEEC-USA) gave a brief opening speech.

Then, Mr. Guo, Dahai, CEO of Zennova Pharmaceutical, gave a presentation on “Being an Entrepreneur in the U.S.”.

Next, Mr. Oliver Bergmann, CIO of Global Pacific Securities US, Inc. (“GPS”), gave a keynote speech on “U.S. Macroeconomics”.

Next, Mr. Guo, Yafu, a senior Wall Street investment expert and Founder and CEO of TJ Capital Management, expressed his opinions on the theme of “U.S. Stock Market Analysis”.

Finally, Mr. Qu Zhengzhe, Founder and CEO of Global Pacific Securities US Inc. (GPS) and Global Pacific Futures US Inc. (GPFU), delivered a speech based on “Private Placement”.

After the conference, an artist conference was held at 6:00pm. Artists Qixiu Pan, Charlie, and Zhenghua Chen gave improvise speech.

At 6:30pm, the “2022 Autumn Dinner Party” started. The host, Ms. Jing Lu, CEO of Keyarch Acquisition Corp, gave a short opening speech and again thanked and welcomed all the guests. Then, Mr. Xiang Song, the President of the Fudan American Alumni Association (New York) gave a toast to welcome all guests. Next,. Mr. Lawrence X. Pan, Managing Director of Asia Pacific of NASDAQ; Dr. Dajing Guo, Senior MD and Head of Investment Banking Revere Securities LLC; Mr. Guo, Dahai, Chairman and CEO of Zennova Pharmaceutical; Mr. Frank Ma, Executive Director of TCC; Mr. Guo, Yafu, a senior Wall Street investment expert and Founder and CEO of TJ Capital Management; Mr. Shenghua Hu, Chairman of Silvan Group; Mr. Guoxiang Hu, Chairman of HBM Group; Dr. Jin Wang, Chairman of FinTell Financial Services; Dr. Kevin Chen, CEO of Edoc Acquisition Corporation; Dr. Aurora Maher, Founder and CEO of AMFA Capital Management; Mr. Jiangang Luo, the president of Tsinghua University Alumni Association; Mr. Yansong Jiang; Mr. Kevin Rao; Dr. Yun Chen; Mr. Ping Zhang as the guest speakers expressed their sincere congratulations on the opening of Global Pacific Futures US.

This event invited colleagues and professional investors of securities, futures, and funds. During the party, everyone was free to communicate, share their experiences and meet friends, and the event ended successfully in a cooperative atmosphere. All guests expressed their expectations for the future. We believe that through our collective efforts, we will be able to overcome the obstacles and work together to achieve win-win cooperation and mutual success!

Global Pacific Securities Investment Conference

Wall Street Securities and Futures Club

2022 Summer Dinner Party

and Global Pacific Futures Soft Opening Ceremony

On July 29, 2022, from 4:30-8:30 pm, Wall Street Securities and Futures Club, Global Pacific Securities US Inc. (GPS), and Global Pacific Futures US Inc. (GPFU) successfully held the “Global Pacific Securities Investment Conference, Wall Street Securities and Futures Club 2022 Summer Dinner Party, and Global Pacific Futures Soft Opening Ceremony” at 19w 26th Street, 4th Floor, New York, NY.  – Club Artosinoforyou.

The event was co-sponsored by Club Artosinoforyou, Metis Asset Management Advisory LLC, Oceanus Research LLC, CSquare Capital Advisors LLC, TJ Capital Management, AMFA LLC, Princeton Investments and Technologies LLC, EastAlliance, Knightsbridge Partners Inc, Beijing Shengquan Capital Management Co, Big Fish Value Arb Fund, WinShore Capital, ForYou Capital, and Wisdom Capital. The event was covered by Sina Finance, Overseas Chinese News, GCTV, New York Online, American Chinese TV Station, World Daily, and Chinese Biz News.

Nearly a hundred guests attended the event, and they expressed their views and insights on the topics of macroeconomics and inflation, futures and options investment, investment of U.S. stocks, private equity investment, etc. Many guests delivered wonderful speeches and shared their opinions. The atmosphere was welcoming, people exchanged ideas with each other, raised a glass of wine and tasted good food.

At 4:30 pm, the Global Pacific Securities Investment Conference officially started. The host, Ms. Ming Cen, introduced the guests, agenda of the event, and expressed heartfelt welcome and appreciation to all the guests who came to the event. Afterwards, Mr. Gusheng Zhou, President of Fudan Entrepreneurs & Executives Club-USA (FEEC-USA) introduced organizers and co-organizers, he gave a brief opening speech; then, Dr. Gang Hu, Founder and Chief Investment Officer of WinShore Capital represented Wall Street Securities and Futures Club, making a short speech to wish the event a success.

Then, Dr. Zhu Ning, Portfolio Manager of New York Life Insurance, gave a presentation on “Current Macroeconomics and Inflation”.

Next, Dr. Chen Li, one of the founding investors of Big Fish Quantitative Fund, gave a keynote speech on “Futures Options Investment”.

Next, Mr. Guo Yafu, a senior Wall Street investment expert and Founder and CEO of TJ Capital Management, expressed his opinions on the theme of “U.S. stock investment”.

Finally, Mr. Qu Zhengzhe, Founder and CEO of Global Pacific Securities US Inc. (GPS) and Global Pacific Futures US Inc. (GPFU), delivered a speech based on “Private Equity Investment”.

After the conference, we moved on to “Wall Street Securities and Futures Club

2022 Summer Dinner Party”. The host, Mr. Zhengzhe Qu gave a short opening speech and again thanked and welcomed all the guests. Then, Mr. Xiang Song, the President of the Fudan American Alumni Association (New York); Mr. Lawrence X. Pan, Managing Director of Asia Pacific of NASDAQ; Mr. Oliver Bergmann, Global Pacific Securities US CIO; Mr. Jerry Balan, Strategic Partnerships of KiwiTech; Mr. Joseph J. Mazza, Senior Compliance Advisor at GPFU; Dr.  David Zhang, President of TCFA; Mr. Frank Mah, Executive Director of TCC; Dr. Kevin Chen, CEO of Edoc Acquisition Corporation; Mr. Zhang Hongfei, managing partner at Knightsbridge; Dr. Winston Ma, Co-Founder of CloudTree Ventures; Dr. Jin Wang, Chairman of FinTell Financial Services; Mr. Matthew Li, Director of Financial Service, NDP Group; Dr. Dajing Guo, Senior MD and Head of Investment Banking Revere Securities LLC; as the guest speakers expressed their sincere congratulations on the opening of Global Pacific Futures US.

This event invited colleagues and professional investors of securities, futures and funds from the US, Europe and China. Other invited guests for this event were (in alphabetical order): Andy Zhong, Chairman of EastAlliance; Aurora Maher, Chairman of AMFA LLC; Chao Chen, CEO & Partner of CSquare Capital Advisors, LLC; Charles, MD of CTRYY; Charlie Peng, MD of Bank of China (New York); Charlie Zheng, CEO of Ying Cao Law LLC; Chris Peng, Partner of North American Ecosystem Institute; Cindie Yu, Chairman of Cindie LLC; Dahai Guo, Chairman & CEO of ZENNOVA; Duke Du, VP of Operation of Velox; Damian Miodek, Client Development Specialist of Velox; Fei Chen, Partner of Pryor Cashman LLP; Guoxiang Hu, Chairman of HBM Group Group; Hao Li, Vice President of Tsinghua Alumni Association of Greater New York; Hefeng Yu, Chairman of Shanghai Yutong; Jerry Wang, CEO of Haitou Global; Jiasai Xu, Partner of Merrill Lynch; Jing Liu, Vice Chairman of RUC North America Alumni Association; Jing Lu, CFO of Keyarch Acquisition, a publicly listed SPAC; Jingjiang Peng, Portfolio Manager of Hedge Fund; Julia Lu, Lawyer of Ashurst; Kevin Rao, MD of Bank of America; Kui Sun, Chairman of Globe Moment (Beijing) Investment Co.; Linzhe Nie, Vice President of Peking University Alumni Association of Greater New York; Mei Shi, Partner of Jasper Capital; Nadia Tian, Co-founder of Bridge Point Capital; Ron Wang, Chairman of Princeton Investments and Technologies LLC; Scott Qu, President of Columbia University Blockchain Organization; Shenghua Hu, Chairman of Silvan Group; Shukang Xue, Chairman of New York Culture and Entertainment Corporation; Stephen Kamp, MD of VELOX; Sunny Wang, The Head of Broad USA; Susan Li, YSL&Associates; Weiming Yan, President of The Chinese Association for Science and Technology, USA; Weiqin Dong, Chairman of Metis; Wendy wang, Partner of Real estate broker; Yan Zhang, Partner of Peta Capital; Yansong Jiang, Partner of IBeeHub Inc.; Ying Cao, Partner of Ying Cao Law LLC; Yue Zhong, Chairman of USA NY Online Corp.; Yuejuan Weng, Vice President of Fudan American Alumni Association; Yuying Qian, President of USTCAAGNY,and other people.

During the party, everyone was free to communicate, share their experiences and meet friends, and the event ended successfully in a cooperative atmosphere. All guests expressed their expectations for the future. We believe that through our collective efforts, we will be able to overcome the obstacles and work together to achieve win-win cooperation and mutual success!

Wall Street Securities and Futures Club 2022 Spring Reception and Global Pacific Securities Investment Webinar

On January 21, 2021, from 2:00 – 6:00 pm EST, Global Pacific Securities U.S. Inc. (referred to as GPS) held the ” Wall Street Securities and Futures Club 2022 Spring Reception and Global Pacific Securities Investment Webinar “. It was held at Artosino Foryou Capital Club, 4th Floor, 19W 26th St, New York. This event was hosted by GPS, co-organized by Oceanus Research, METIS, Artosino-Foryou Capital Business Development Inc, ForYou Capital, Wisdom Global Realty, Wisdom Global Capital, CINDIE Accountants and Advisers, and Ying Cao Law LLC.  This event was also sponsored by the Wall Street Securities and Futures Club WSSFC (referred to as WSSFC). The cooperative media are New York Online, Overseas Chinese News and World Daily. More than 30 guests and professional investors attended the event. After two years of online activities, this time it can finally be held on-site. Focusing on the Fed policy, the trend of US stocks and the underwriting and placement of SPAC investment banks, many guests delivered wonderful speeches, had face to face conversations and enjoyed the food and wine.

From 2:00pm to 2:30pm, the Spring Reception was held. The host, Mr. Zhou Gusheng, president of Fudan University American Alumni Entrepreneur Executive Club and partner of Artosino Foryou Capital, delivered a welcome speech on behalf of the organizer of the event. Then, the speech guest Mr. Ma Huaqiang, Vice President of the Chinese Investment and Trade Association delivered a speech.

From 2:30 pm to 4:00 pm, the Global Pacific Securities Investment Webinar was held. At the beginning of the webinar, Mr. Qu Zhengzhe, CEO of Pacific Securities and co-founder of Wall Street Securities and Futures Club, introduced the speech guests, agenda, organizers, co-organizers and organizers of investment webinar, and gave a welcome speech, sincere gratitude to the guests for their arrival. The Investment Webinar then officially started, with Dr. Zhu Ning, New York Life Insurance Portfolio Manager, delivering the theme of “2022 Federal Reserve Policy and Interest Rate Trend Outlook”. Then, Mr. Jiang Xiaowei, the founder of Oceanus Research, delivered a speech titled ” Investment Logic and Risks of the US Stock Market in the First Half of 2022″. Last, Ms. Dong Weiqin, the founder and chief investment officer of METIS Asset Management Company in New York, gave a speech on “The Trend of the US Stock Market”.

From 4:00 pm to 6:00 pm, the Spring Banquet was held. It was first addressed by the host, Dr. Lu Jing, CFO of Keyarch Acquisition Corp. Then the speech guests delivered speeches. Mr. Song Xiang, who served as the director of client management platform at Edward Jones, a leading wealth management institution in North America; Mr. Ma Wenyan, former managing director of China Investment Corporation and head of the North American office; Dr. Hu Gang, who is the Founder and Chief Investment Officer of WinShore Capital; Hu Shenghua, Co-Founder and Chairman of Silvan Group; Dr. Guo Dajiang, Co-Head of Investment Banking at Revere Securities; Mr. Li Qi, Chairman of the Board of Directors of Chenghe Investment Group from Hong Kong, Zhang Jinsong from Beijing-based ORRICK Law Firm; Justine Cuccia, the attorney who runs for the next New York Council. After nearly two years of COVID isolation, the friends gathered in person for the first time. We talked freely and shared our experiences, more than two hours passed quickly, and the event came to a successful end. We believe that through our collective efforts, we will be able to cut through the thorns, overcome the obstacles and achieve win-win cooperation and development!

Other invited guests for this event were (in alphabetical order):

Amy, EDWARD J CUCCIA PC; Edward, EDWARD J CUCCIA PC; Ma Jing, President of Tsinghua University New York Alumni Association; Wang Danye, Founder of Huanyou Capital; Wang Yun, partner of YKLL LLC; Yuan Jianqiang, partner of Yabo International; Zhang Kaiqi, founder of Yabo International; Zhang Weini, partner of Artosino Foryou Capital; Zhang Yan, partner of Peta Capital; Zhong Yue, president of Hunan Chamber of Commerce, etc.

The presenters and guests (exclude Zhengzhe Qu) in attendance were not affiliated with GPS.

Product Listings

Stocks – North America

Click on Read more link below to find details on products traded, order types available, and exchange website information…

COUNTRY/REGIONMARKET CENTER DETAILSPRODUCTSHOURS1

United States
ArcaEdge (ARCAEDGE)Stocks (OTCBB)Monday – Friday: 8:00-16:00
Bats BYX (BYX)Stocks8:00 – 17:00 ET
Bats Global Markets (BATS)StocksMonday – Friday: 9:30-20:00
Chicago Stock Exchange (CHX)StocksMonday – Friday: 6:00-19:00
Direct Edge (DRCTEDGE)StocksMonday – Friday: 930 – 1600
Direct Edge (EDGEA)StocksMonday – Friday: 930 – 1600
IB VWAP Dealing Network (VWAP)Stocks (VWAPs)0:00 – 15:00 ET
IEXStocksMonday – Friday: 9:30-16:00
Knight SecuritiesStocks (OTCBB)Monday – Friday: 9:30-16:00
Long-Term Stock Exchange (LTSE)Stocks9:30 – 4:00 ET
Members Exchange (MEMX)Stocks9:30 – 4:00 ET
MIAX PEARLStocks9:30 – 16:00 ET
NASDAQ (NASDAQ)StocksMonday – Friday: 9:30-16:00
NASDAQ OMX BX (BEX)Stocks9:30-16:00 ET
NASDAQ OMX PSX (PSX)Stocks9:30-16:00 ET
NASDAQ/IslandStocksMonday – Friday: 4:00-20:00
New York Stock Exchange (NYSE)StocksMonday – Friday: 9:30-16:00
NYSE American (AMEX)StocksMonday – Friday: 7:00-20:00
NYSE Arca (ARCA)StocksMonday – Friday: 4:00-20:00
NYSE NationalStocksMonday – Friday: 9:30-16:00 EST
OTC Markets Pink (PINK)Stocks (OTC Bulletin Board)Monday – Friday: 9:30-16:00

Canada
Alpha ATS (ALPHA)StocksMonday – Friday: 8:00-17:00
Canadian Securities ExchangeStocksMonday – Friday: 9:30-16:00
Chi-X CanadaStocksMonday – Friday: 930 – 1600
Omega ATS (OMEGA)StocksMonday – Friday: 800 – 1700
Toronto Stock Exchange (TSE)Stocks9:30 – 16:00 ET
TSX Venture (VENTURE)StocksMonday – Friday: 16:15-17:00

Mexico
Mexican Stock Exchange (MEXI)StocksMonday – Friday: 8:30-15:00

On some exchanges, different products have different trading hours.

  1. Orders submitted outside Regular Trading Hours in an GPS Lite account are eligible to work between 07:00 ET and 20:00 ET

Stocks – Europe

COUNTRY/REGIONMARKET CENTER DETAILSPRODUCTSHOURS

Austria
Vienna Stock Exchange (VSE)StocksMonday – Friday: 9:00-17:45

Belgium
Bats Europe (BATEEN)StocksMonday – Friday: 800 – 1630
CHI-X Europe Ltd Clearnet (CHIXEN)StocksMonday – Friday: 800 – 1630
ENEXT.BEStocksMonday – Friday: 9:00-17:40
Turquoise (TRQXEN)StocksMonday – Friday: 800 – 1630

Estonia
Nasdaq Baltic (N.TALLINN)StocksMonday – Friday: 10:00-16:00

France
Bats Europe (BATEEN)StocksMonday – Friday: 800 – 1630
CHI-X Europe Ltd Clearnet (CHIXEN)StocksMonday – Friday: 800 – 1630
Euronext France (SBF)StocksMonday – Friday: 9:00-17:40
Turquoise (TRQXEN)StocksMonday – Friday: 800 – 1630

Germany
Bats Europe (BATEDE)StocksMonday – Friday: 8:00-16:30
CBOE EUStocksMonday – Friday: 800 – 1630
CHI-X Europe Ltd Clearstream (CHIXDE)StocksMonday – Friday: 9:00-17:30
Frankfurt Stock Exchange (FWB)StocksMonday – Friday: 8:00-20:00
GETTEXStocksMonday – Friday: 9:00-20:00
Stuttgart Stock Exchange (SWB)StocksMonday – Friday: 8:00-22:00
Tradegate Exchange (TRADEGATE)StocksMonday – Friday: 9:00-20:00
Turquoise DE (TRQXDE)StocksMonday – Friday: 9:00-17:30
XETRA (IBIS)StocksMonday – Friday: 9:00-17:40

Hungary
Budapest Stock ExchangeStocksMonday – Friday: 9:00-17:20

Italy
Borsa Italiana (BVME)StocksMonday – Friday: 9:00-17:42

Latvia
Nasdaq Baltic (N.RIGA)StocksMonday – Friday: 10:00-16:00

Lithuania
Nasdaq Baltic (N.VILNIUS)StocksMonday – Friday: 10:00-16:00

Netherlands
Bats Europe (BATEEN)StocksMonday – Friday: 8:00-16:30
CHI-X Europe Ltd Clearnet (CHIXEN)Stocks9:00 – 17:40 CET
Euronext NL Stocks (AEB)StocksMonday – Friday: 9:00-17:40
Turquoise (TRQXEN)StocksMonday – Friday: 9:00-17:30

Norway
OMXNOStocksMonday – Friday: 9:00-16:30

Poland
Warsaw Stock ExchangeStocksMonday – Friday: 11:00-17:05

Portugal
BVLStocksMonday – Friday: 8:00-16:40

Russian Federation
Moscow ExchangeStocksMonday – Friday: 10:00-18:45

Spain
Bats Europe (BATEES)Stocks9:00 17:30 CET
Bolsa de Madrid (BM)StocksMonday – Friday: 9:00-17:36
CHI-X Europe Ltd Clearnet (CHIXES)Stocks9:00 – 17:40 CET

Sweden
Swedish Stock Exchange (SFB)StocksMonday – Friday: 9:00-17:30

Switzerland
BATS Europe (BATECH)StocksMonday – Friday: 8:00-16:20
CHI-X Europe Ltd Swiss (CHIXCH)StocksMonday – Friday: 9:00-17:20
SIX Swiss Exchange (EBS)StocksMonday – Friday: 9:00-17:32
Turquoise CH (TRQXCH)StocksMonday – Friday: 9:00-17:30
VIRT-X (VIRTX)StocksMonday – Friday: 9:00-17:40

United Kingdom
Bats Europe (BATEUK)StocksMonday – Friday: 8:00-16:30
CHI-X Europe Ltd Crest (CHIXUK)Stocks9:00 – 17:30 CET
London Stock Exchange (LSE)StocksMonday – Friday: 8:00-16:50
LSE International Order Book (LSEIOB1)StocksMonday – Friday: 10:00-17:40

On some exchanges, different products have different trading hours.

COUNTRY/REGIONMARKET CENTER DETAILSPRODUCTSHOURS

Israel
Tel Aviv Stock ExchangeStocksSun 9:30 – 16:251
Mon-Thurs 9:30-17:151
1See Exchange site for details
Israel Standard Time 

On some exchanges, different products have different trading hours.

Stocks – Asia-Pacific

COUNTRY/REGIONMARKET CENTER DETAILSPRODUCTSHOURS

Australia
Australian Stock Exchange (ASX)**Stocks10:00 – 16:00 Sydney Time
Chi-X Australia**StocksMonday – Friday: 10:00-16:11

Hong Kong
Hong Kong Stock Exchange (SEHK)Stocks9:30 – 12:00 HKT
13:00 – 16:00 HKT
Shanghai-Hong Kong Stock Connect (SEHKNTL)StocksMorning: 09:30 – 11:30 HKT 
Afternoon: 13:00 – 15:00 HKT
Shenzhen-Hong Kong Stock Connect (SEHKSZSE)StocksMorning: 09:30 – 11:30 HKT 
Afternoon: 13:00 – 15:00 HKT

India
National Stock Exchange of India (NSE)***StocksMonday – Friday: 9:15-15:30

Japan
CHI-X Japan (CHIXJ)StocksMonday – Friday: 8:00-16:00
JAPANNEXTStocksMonday – Friday: 16:30-23:59
Tokyo Stock Exchange (TSEJ)StocksSTK: 9:00-11:30/12:30-15:00 JST

Singapore
Singapore Exchange (SGX)*StocksSecurities 9:00 – 17:00 SGT

On some exchanges, different products have different trading hours.

* Due to regulatory considerations GPS is unable to offer trading in Singapore stocks to Singapore residents. 

** Creation, redemption and physical delivery of exchange traded commodities (“ETCs”) is not supported.

*** Stocks on the NSE are only available to Indian residents.

Global Pacific Securities US Inc Anniversary Celebration and Investment Presentation

Global Pacific Securities US Inc Anniversary Celebration and Investment Presentation Global Pacific Securities US Inc. (referred to as GPS) held the ” Global Pacific Securities Anniversary Celebration & Investment Webinar” On August 13, 2021. From 11:30 am to 1:30 pm ET, the Anniversary Celebration was held at The Capital Grille. From 7:30–9:30 pm, the Investment Webinar was successfully held on the 110 Wall Street 6th floor and ZOOM. The event was hosted by GPS, co-organized by ForYou Capital, Wisdom Global Capital, Yabo International, Oceanus Research, METIS, CrowdThnk, CINDIE accountants and Advisers. It also undertook by the Wall Street Securities and Futures Club (referred to as WSSFC). Overseas Chinese News, New York Online, GCTV and Chinese Biz News reported the event.

The Anniversary Celebration in the morning was first addressed by Mr. Zhengzhe Qu, CEO of GPS and Chairman of WSSFC. After that, Gusheng Zhou, President of Fudan Entrepreneur Executive Club and Partner of Foryou Capital, Xiang Song, President of Fudan University American Alumni Association, Guoxiang Hu, Chairman of HBM Group, Xuejun Mao, President of China Merchants Bank New York Branch, Wenkui Yang, Chairman of Tsinghua University New York Alumni Association, and Huaqiang Ma, Vice President of American Chinese Investment and Trading Association, and Xinyi Yu, CEO of CINDIE CPA Firm, delivered speeches and expressed congratulations. Afterward, the guests had a luncheon at The Capital Grille.

The Investment Webinar was held on the 110 Wall Street 6th floor and Zoom in the evening. At the beginning of the meeting, the host, Mr. Zhengzhe Qu, introduced the guests, organizers, co-organizers, and undertakers, the meeting agenda, and gave a welcome speech. He expressed a heartfelt thanks to all the guests and a warm welcome for all participating Guests.

The Investment Webinar officially started afterward. Dr. Ning Zhu, New York Life Insurance Portfolio Manager, delivered a speech on Dollar Trading Strategy. His speech included discussions on the new developments of the U.S. dollar after the 2020 plunge, the long-term fundamentals of the U.S. dollar, and the relationship between structural fiscal and trade deficits, the U.S. macroeconomic situation, Fed policies, and market expectations.

Then Oliver Bergmann, the CIO and Managing Director of GPS, delivered a keynote speech on Introduction to Wall Street Securities Market. The address included the responsibilities of Wall Street brokers and dealers in the market, methodology to provide customers wanted products, discussions related to compliance and supervision.

Subsequently, Mr. Xiaowei Jiang, the founder of Oceanus Research, gave a speech on the “U.S. Stock Market Investment Logic.” His speech covered the introduction of the macro-level economy in 2021, S&P and historical valuation analysis, and factors that currently impact the stock market, and the status quo of China’s concept stocks. At the end of the speech, he showed the audience a complete set of long-term strategies and elaborated on the details.

Last, Ms. Weiqin Dong, the founder and chief investment officer of METIS Asset Management Company in New York, gave a speech on U.S. Asset Allocation. The content of the address included: Reviewing the United States historical return for 10 years, 20 years, 30 years, and 100 years, discussing the long-term impact of inflation on the market and explaining the long-term factors that make the core price stable.

After the keynote speech, the meeting entered the Q/A session. Questions included: Under the pressure of inflation, what are the main risks faced by the US dollar? As the schedule for shrinking the balance sheet is approaching, has the capital already been deployed in the Asian market? What are the main difficulties in the supervision of SMEs? How to market to long-term customers? Will policy risks make China concept stocks undervalued for a long time? Will infrastructure and core real assets become the mainstream of asset allocation in the future? Predicting stock market trends in the second half of the year. etc.

This event invited nearly a hundred peers from securities, futures, fund industry and professional investors from North America, Europe, and China to participate. The honorable guests were (in alphabetical order):
Andy Zhong, CEO of EastAlliance; Angelene Huang, founder of New York Coffee; Ying Cao, founder of Ying Cao Law LLC; Weiqin Dong, CEO of METIS; Wei Fan, Senior Recruiter of Options Group; Xiaowei Jiang, CEO of Oceanus Research; Chairman of the Silvan Group; President of HBM Group,Inc; Chairman of Renmin University Alumni Association; Jianye Liu, Hong Kong Investment Expert; Vice President of the Chinese Investment and Trading Association; Xuejun Mao, President of China Merchants Bank New York Branch; Oliver A. Bergmann, CIO of GPS; Kun Qian, Chairman of Sanxun Group; Xiang Song, President of the Fudan University American Alumni Association; Xiang Tang, Chairman of Shenzhen Tiansongxiang Company; Xinhui Tang, Fidelity Service Managing Partner; Jinlong Wang, CEO of Haitou Global; Yuejuan Weng, New York real estate investment expert; Shanchen Xia, Dean of US-China Advanced Business Research Institute; Shukang Xue, Partner of New York Culture and Entertainment Corporation; Wenkui Yang, Chairman of Tsinghua University Greater New York Alumni Association; Xinyi Yu, CEO of CINDIE Accountants and Advisers; Xiaopeng Zheng, CEO of Cao Ying Law LLC; Ning Zhu, Managing Director of MacKay Shield LLC; Gusheng Zhou, Founding Partner of Fuyou Capital and President of Fudan American Alumni Entrepreneur Executive Club; Zhong Yue, President of Hunan Chamber of Commerce(America).


(The presenters and guests in attendance were not affiliated with GPS.)

2021 Investment Research Report Meeting set sail again

The 2021 investment report meeting of Wall Street Securities and Futures Club (referred to as WSSFC) was successfully held online through ZOOM. The event was hosted by Wall Street Securities and Futures Club (WSSFC), co-organized by ForYou Capital, Wisdom Global Capital, Yabo International, Oceanus Research, METIS, and CrowdThnk, and undertook by Global Pacific Securities U.S. Inc. (GPS). The media for the meeting was reported by Overseas Chinese News and New York Online.

At the beginning of the meeting, the host, Mr. Qu Zhengzhe (CEO of US Pacific Securities Company and Chairman of the Wall Street Securities and Futures Club), introduced the guests, agenda, organizers, co-organizers, and undertakers. He gave a welcome speech to express heartfelt thanks to all guests and a warm welcome to the participants who participated in the online activities. Through this meeting, he wished that all parties could continue to overcome obstacles, brave the wind and waves, cooperate, and develop together for a win-win situation in the future.

The research report meeting began after the opening. Mr. Jiang Xiaowei, the founder of Oceanus Research, firstly delivered a speech on “Deep Understanding of Quantamental Strategy.” His speech included: investment logic and challenges in the post-epidemic era, the characteristics and concerns of investors in the post-epidemic era as well as further investment prospects. By analyzing the application of quantamental strategy in the industry, he explained the similarities and differences between quantamental and traditional fundamental analysis, the investment logic and process of the quantamental strategy, and the latest quantamental approaches. He featured multiple new factors, including broader information sources, advanced modeling, and more profound machine learning applications. 

Ms. Dong Weiqin, the founder and chief investment officer of New York Mettis Asset Management Company, delivered the second speech on the topic of “The U.S. Economy and Stock Market Trends in the Second Half of 2021?” The content stated that the economic recovery in the second half of the year indicated the low possibility of economic recession, and the Fed’s policy to support the economy would cause the unemployment rate to continue to fall. The speech explained how inflationary pressure and the Fed’s early interest rate hike would affect economic recovery in the long term. She also predicted that the bull market would continue, but risks would increase in the second half of the year. 

After the keynote speech, the meeting provided a question-and-answer session. Questions include: the latest developments in Wall Street quantitative trading and ML; under current market conditions, how can investors use quantitative strategies? The impact of the contradiction between the continued easy monetary policy of the Fed and expected interest rate hikes on the U.S. stock market. Investors’ strategy in the context of the continued bull market but increasing risks. And several other questions.

This report invited nearly a hundred colleagues and professional investors from securities, futures, and funds from North America, Europe, and China to participate. The guests invited to attend this event are (ranked in alphabetical order): 

Mr. Chen Kaifeng, Head of Chinese Trading and Investment Association; Mr. Chen Yang, Managing Director, Risk and Quantitative Analysis Group;Dr. Ding Daqing, Founder of Soloway Capital & Ventures, Inc; Mr. Du Yunsong, Founder of the Wall Street United Financial Reception; Ms. Gong Qian, President of CUHK Alumni;Dr. Hu Gang, Partner of WINSHORE Capital;Dr. Hu Shenghua, Chairman of the Silvan Group; Mr. Hu Guoxiang, President of HBM Group,Inc. Ms. Liu Jing, Chairman of Renmin University Alumni Association; Mr. Ma Huaqiang, Vice President of the Chinese Investment and Trading Association; Mr. Mo Hengyong(Henry Mo), Chief Economist of AIG; Mr. Mao Xuejun, President of Wuhan University Alumni Association; Mr. Peng Qian, Former Chairman of the American Asian Financial Association; Ms.Qian Yuying,President of the University of Science and Technology of China Alumni Association;;Mr. Song Xiang, President of the Fudan University American Alumni Association; Dr. Xu YouYu, Partner of LibreMax;;Dr. Yan Ming, Partner of Karya Capital; Mr. Yang Wenkui, Chairman of the Tsinghua University Alumni Association; Ms. Yu Ge, President of the Peking University Alumni Association; Dr. Zhu Ning, Managing Director of MacKay Shield LLC; Mr.Zhou GuSheng, Founding Partner of For you Capital, Ms. Zhang Weini, President of Astosino; Dr. Zhang Hongfei, Chairman of KIG capital; Mr. Zhong Yue, President of Hunan Chamber of Commerce(America);

Through the exchange of research reports and Q&A, all guests and participants shared Wall Street quantitative trading strategies and professional research on the trend of U.S. stocks in the second half of the year, which enhanced the attendees to grasp the capital market trading opportunities and investment strategies in today’s changing times. After a year away, the Wall Street Securities and Futures Club WSSFC Investment Research Report will set sail again!

Securities Financing 

From trade date to settlement date, our securities financing services are backed by our dedication to providing automated trading solutions to our clients.

Overview

Availability

Our depth of availability not only helps to locate hard-to-borrow securities but also gives you protection against buy-ins and recalls

View available securities for shorting in real time by:

  • Adding the Shortable Shares, Fee Rate and Rebate Rate column in Trader Workstation (TWS) to view the number of available shares for shorting, the current interest rate charged on borrowed shares and the rebate2 for each stock.
  • Using our fully electronic, self-service Shortable Instruments (SLB) Search tool in Client Portal to search for real-time availability of shortable securities and setup notifications for when a borrow becomes available.

Transparent Rates

Our securities financing services bring transparency, reliability and efficiency to the stock loan and borrow markets using automated price discovery and improved credit-worthiness. We use a combination of sources to develop indicative rates, which are displayed along with security availability in our automated securities financing tools.

We also display charted daily rate history and intraday time and sales of stock loan fees in the SLB Rates window, which is accessible in Trader Workstation’s Mosaic workspace.

Global Reach

Connectivity to multiple counterparties around the globe enables our clients to execute short sale strategies. For example, in the United States alone we have access to more than 60 counterparties, including agent lenders and broker dealers

We maintain dedicated, professionally-staffed SLB desks in the United States, Europe and Asia who are ready to help you with all of your securities financing needs, including stock loan and borrow questions.

Pre-Borrow Program

Clients with Portfolio Margin accounts can join our Pre-Borrow Program, which allows pre-borrowing of shares to decrease the chances of being bought-in on settlement date. Once you have joined the Pre-Borrow Program, you can pre-borrow stocks in anticipation of a short sale using the Stock Borrow/Loan feature in Trader Workstation (TWS).

Pre-borrowing can help to avoid a buy-in by ensuring that shares are available to short before you put on the short sale. Without a pre-borrow, you will not know for certain if shares have been procured until the short sale settles.