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.

Stock Yield Enhancement Program

Program Overview

Earn extra income on the fully-paid shares of stock held in your account by allowing GPS to borrow shares from you in exchange for cash collateral, and then lend the shares to traders who want to sell them short and are willing to pay interest to borrow them.

Each day that your stock is on loan, you will be paid interest on the cash collateral posted to your account for the loan based on market rates.

GPS pays you 50% of the income it earns from lending the shares. 

The program is available to eligible GPS clients who have been approved for a margin account, or who have a cash account with equity greater than USD 50,000 (or equivalent).

Benefits

Simple and Automatic

GPSll aspects of share lending. Once you enroll, GPS will examine your fully-paid stock portfolio automatically. If you have stocks that are attractive in the securities lending market, GPS will borrow the stocks from you, deposit collateral into your account and lend the shares. 

Complete Transparency

When your stock is loaned out, you will see the interest rate that you are being paid on the cash collateral along with the amounts earned by GPS from lending those shares. Other brokers with similar programs generally do not disclose the market rates to you, which allows them to pay you a small piece of the pie while holding on to most of the profits.

Earn Supplemental Income

Each day that your stock is on loan, GPS pays interest on the cash collateral directly into your account.

Trade Your Loaned Stock with No Restrictions

You will see the loaned shares on your account statement, indicating that they are being loaned out. You are still the owner of the stock, which means you continue to have market risk and will recognize any profit (or loss) if the stock price moves. You can sell your shares at any time without restriction and can terminate your participation at any time for any reason.

Example:

XYZ is currently trading at USD 75.00/share. You are long 5,000 shares of XYZ, with a market value of USD 375,000.00. XYZ is in demand and commands a loan interest rate of 9%.

You sign up for GPS’ Stock Yield Enhancement Program and GPS loans out your 5,000 shares of XYZ at 9%. GPS will pay interest on your cash collateral of USD 375,000.00 x 4.5% = USD 16,875.00.

You could earn USD 16,875.00/year on stock you already own.

Eligibility

The Stock Yield Enhancement Program is available to eligible GPS clients1 who have been approved for a margin account, or who have a cash account with equity greater than USD 50,000 (or equivalent). 

Stocks that are eligible to be loaned out are all “fully-paid” stocks (stocks not held on margin) and “excess-margin” stocks (stocks held on margin but whose market value exceeds 140% of your margin debit balance).

Considerations and Risks

Shares loaned out may not be protected by SIPC.

The Securities Investor Protection Act of 1970 may not protect shares loaned out. This is why under SEC rules GPS must provide you with cash collateral in the same amount as the value of your shares to protect you in the very unlikely event that the stock is not returned to you.

Shares loaned out are typically used to facilitate short sales.

Shares are attractive in the stock loan market because other traders want to borrow and sell them short, possibly affecting the value of the shares.

Loan rates change frequently.

These rates and the interest you will receive may go down (or up) by 50% or more.

Loans may be terminated at any time by GPS.

Also, GPS does not guarantee that it will lend all eligible shares.

Voting rights go to the borrower.

During any period in which your securities are loaned out, you will forfeit your right to vote those shares by proxy.

Selling your shares or borrowing against them or withdrawing cash in a margin account will terminate the loan transaction.

If you sell the fully paid shares that have been lent out, or if you borrow the shares or withdraw cash in a margin account (such that the securities become margin securities and are no longer fully paid or excess margin securities) the loan will terminate and you will stop receiving loan interest.

2020 Wall Street Securities & Futures Club New Year Party was successfully hold

On January 21, 2020 (Tuesday) 5:00 pm-9: 00 pm EDT, the 2020 Wall Street Securities & Futures New Year Party was successfully held at 1600 broadway, 4fl, New York. The event was hosted by Wisdom Global Capital, Wisdom Real Estate, and Wall Street Securities and Futures Club, and was co-organized by For You Capital, Astosino, and Fudan American Alumni Entrepreneur Executive Club. The cooperation media for the event are: Overseas Chinese News, New York Online, China Business Daily, and Global China TV GCTV

At the beginning of the reception,The host XiaoYue Zhang introduced the agenda of the the 2020 Wall Street Securities & Futures New Year Party.Then Mr. Qu Zhengzhe , the guest host represented and also the chairman of Wall Street Securities and Futures Club, the founder of Wisdom Global Capital. delivered a welcome speech, expressing heartfelt thanks, and himself Blessings to the guests,  look forward to continuing the cooperation in the future with each other and achieving a win-win situation. Subsequently, Then, as the representatives of the co-organizer, Mr.Zhou GuSheng, the founding partner of For you Capital, and Ms. Zhang Weini, The President of Astosino, delivered a welcome speech. After their welcome speech, the conference invited guest representatives to deliver speeches, including: Mr. Du Yunsong, founder of the Wall Street United Financial Recepiton;Mr. Peng Qian, the former Chairman of the American Asian Financial Association of; Mr. Wang Yishu, The Chairman of the American Chinese Financial Association(Washintong district); Mr. Ma HuaQiang, the Vice President of the Chinese Investment and Trading Association; Mr. Song Xiang, the President of the Fudan University American Alumni Association; Mr. Yang Wenkui, The Chairman of the Tsinghua University Alumni Association; Ms. Yu Ge, President of the Peking University Alumni Association; Mr Chaohua Li, the former Chairman of the Chinese University Alumni Alliance and the Sun Yat-Sen University Alumni Association; Mr. XueJun Mao, the president of Wuhan University Alumni Association. After the guest speeches, the party entered into an other important stage. Leading by Dr. Cen Ming,the head of investment strategy of vassalou Capital, five senior Wall Street experts were invited to the stage to give their respective keynote speeches. They were: Dr. Kaifen Chen, The Chairman of the Chinese Trading and Investment Association, the theme of his speech is: 2020 global market is happy or worrying; Dr. Gang Hu, the partner of WINSHORE Capital, the theme of his speech is: Investment Opportunities In 2020 capital market; Dr. HuaSheng Hu, The chairman of the Silvan Group,The speech of his theme is: Sino-US Trade War and Real Estate Bridge Loan Fund; Dr. Hongfei Zhang, the Chairman of KIG capital, the topic of his speech is: The Investment of VC and Catering Fund; Dr.Ming Yan,Karya Capital, Speech Topic: 2020 Risk Management.

The organizer also invited: Dr.Ning Zhu, The Managing Director of MacKay Shield LLC; Dr.YouYu Xu, The Partner of LibreMax; Professor Yuling Yang, The famous Chinese artist; Professor He Huang, The former president of Peking University Alumni Association; Ms. ZhuJun Pan, The Vice President of Peking University Alumni Association; Ms. Xiang Zhu, The Managing Director of American Trust; Mr. Yue Zhong,The President of Hunan Chamber of Commerce(America); Mr. Shanchen Xia, Dean of US-China Advanced Business Research Institute; Mr.Gangqiang Xia, Morgan Stanley Managing Director; Dr.Hui Kong, Research in Bank of America; Mr.Kaiqi Zhang,  The CEO of Astosino; Ms.Weiqin Dong, The Founder of METIS Asset Management Company; Ms.Jing Liu, The Chairman of Renmin University Alumni Association; Dr.Daqing Ding, The Founder of Soloway Capital & Ventures, Inc; Mr. Shukang Xue, The Partner of New York Culture and Entertainment Corporation; Ms. Danye Wang,The Founder of Unicareer; Mr.Qun Sheng, The Founder of Shanghai Aiwei Smart and SensaSound USA LLC; Dr. Ling Ma,  The Chief Strategist of Dingxin Capital; Mr. Qiwei Shi, USA Director of Investment Research, Cozy Investment Co., Ltd ; Dr. Xiaotao Wu, JP Morgan Wealth Management; Ms. Zhen Zuo, The Founder of Zuo Zhen Educational Real Estate Company; Mr.Jinlong Wang, The President of Haitou Company; Mr. Ken, The President of Global Pacific Securities; Mr. Oliver, The Vice president of Global Pacific Securities; Mr.Shiwei Snag,  The Senior Software Engineer of Tradewind; Dr.Huashi Xia and other Wall Street financial and investment elites, as well as the partners of Wisdom Global Capital and Wisdom Real Estate, including Yang Li, Yang & Associate PC; Peng Fang, Andersen Tax, Andersen Tax; Yu Xinyi, Cindie LLC, and more than 50 units and senior executives, to the New Year Party. People talked about friendship, promoted cooperation and common development.

In order to create a better communication environment, the organizer specially invited professionals to perform live performances. The guests enjoyed the performance in a relaxed and cheerful atmosphere, had dinner together, and the scene was warm and welcoming. The whole atmosphere was friendly, warm and harmonious. The 2020 Wall Street Securities Futures Spring Festival Cocktail Reception ended perfectly.

Wisdom Global Capital was invited to attend 2019 TCFA conference

On November 10th, the US East Time, the 2019 National Conference of the Chinese Finance Association (TCFA) was successfully held in New York. The annual meeting invited experts of finance, trade, and investment, from China and the US, to attend the annual meeting and delivered speeches. Experts including The  Vice President and Treasurer of the World Bank, Jingdong Hua.Chief AI Officer at Citadel, Fellow of the National Academy of  Engineering of Canada, Dr.Deng Li.The President and CEO of the Bank of China USA, Mr. Xu Chen. And other academic leaders and academic guests. At the same time, about 800 professionals and practitioners attended the conference. At the invitation of the conference, Mr. Qu Zhengzhe,The  founder of Wisdom Global Capital, Wisdom Global Realty and Chairman of the Wall Street Securities and Futures Club, attended the event.

With the background of “Opportunity and Challenge”, the annual meeting discussed 5 topics, respectively. They are  “what opportunities and challenges are faced by foreign companies in the context of further opening up of the financial industry in China?” ,”What are the Opportunities and Challenges Chinese companies facing when they enter and operate in the US market?” “How China-US geopolitical relations will affect China’s opening up policy”,  “How will World trade order effect the global economy,” and ” What are the new prospects that technology, artificial intelligence, and big data are facing?.”

2019 Happy Mid-Autumn Festival,Celebration of the official operation of Wall Street Securities and Futures Club

On September 11th, 2019 (Wednesday), from 5pm to10pm, The 2019 Happy Mid-Autumn event which to celebrate the Mid-Autumn Festival and the official opening of the Wall Street Securities and Futures Club was successfully held. The event was hosted by Wisdom Global Capital, Wisdom Real Estate and Wall Street Securities and Futures Club, and was co-organized by For You Capital, Astosino, and Fudan American Alumni Entrepreneur Executive Club.

At the beginning of the event, Mr. Qu Zhengzhe, the organizer of this event and the founder of Wisdom Global Capital, also the chairman of Wall Street Securities and Futures Club, delivered an opening speech, introduced the guests and hosted the reception. He first summed up the trial operation of the Wall Street Securities and Futures Club from preparation to the present, and finally announced the Wall Street Securities and Futures Club officially run today. He also showed his appreciation to every guest for their support over the past few years and looked forward to continued cooperation and create a win-win development in the future. Then, as the representatives of the co-organizer, Mr.Zhou GuSheng, the founding partner of For you Capital, and Ms. Zhang Weini, The President of Astosino, delivered a welcome speech, successively. After their speech, Guest representatives: Mo Hengyong(Henry Mo), AIG Chief Economist, Managing Director and Chief Economist of AIG,Chairman of The Chinese Finance Association; Peng Qian, former president of the Asian Financial Association; Yunsong Du, Deputy President of Capital Markets, Sumitomo Mitsui Bank Corp; Huaqiang Ma, quantitative trading department of Wells Fargo; Changhua Li, Chinese University Alumni Alliance; Xiang Song, RBC Capital Markets, President of the Fudan American Alumni Association (New York); Wenkui Yang, Chairman of Tsinghua Alumni Association of New York, delivered their speech representatively. Subsequently, some of the senior economic and investment experts worked in Wall Street were invited to give a speech on the current global macroeconomy and the capital market. The speakers included Kaifeng Chen, the head of Chinese Trading and Investment Association; Youyu Xu, Co-Founder, LibreMax Capital, LLC; Michael Ning, Managing Director of MacKay Shields LLC. At the end, Ma Jianguo, the president of the Xinhua News Agency at the United Nations, delivered a congratulatory speech. It is worth noting that it is also the birthday of President Ma. The organizer also prepared a birthday-cake for him.

Each year, on the August 15th of the lunar calendar, is the day of Chinese traditional holiday called Mid-Autumn Festival. The moon on this day is the roundest and brightest of the year. Chinese usually enjoy the bright moon, and naturally expect family reunion on this day. The wanderer far away from home would also pin their homesickness on this bright moon.

The event also invited Yang Chen, The MD of BlackRock; Henry Huang, The President of Peking University Alumni Association New York; Zhujun Pan, Vice President of Peking University Alumni Association in New York; Shenghua Hu, Chairman of Silvan Group, former EVP of Citibank China; Dennis Huang, Vice President of Bank of China(NewYork); Xuejun Mao, The President of  China Merchants Bank(New York); Yan Ming, Partnership of Karya Capital ; Zhu Xiang, Managing Director of American Trust; Ralph Chow, Regional Director of Hong Kong Trade Development Council(America); Yue Zhong, Chairman of Hunan Economic and Trade Association; Sean Xia, President of US-China Advanced Institute for International Business; Gangqiang Xia, MD of Morgan Stanley, etc … Besides, the partners of Wisdom Global Capital and Wisdom Real Estate including Yang & Associate PC; Ying Cao Law LLC; Andersen Tax; Cindie LLC and were also invited to this event.  More than 40 units and 50 executives together celebrated the Mid-Autumn Festival, sharing friendship, enhancing cooperation and common development tonight.