Vienne Lee brings the ESG book to Sydney
Finance Mandarin Sydney: We bring the ESG Book to the Town Hall, QVB and Taronga Zoo, Syndey
Wishing our clients, colleagues, friends, and their families a festive season full of joy.
Thank you for your continued support and wishing you all the very best for a happy and successful 2024.
#esg #financemandarin
Vienne Lee takes the Finance Mandarin ESG book to the HKEX Hall
We are delighted to support World Investor Week – the International Organization of Securities Commissions’ annual global campaign to raise awareness of the importance of investor education.
This year’s theme is investor resilience and sustainable finance, and the Finance Mandarin team is attending the investor education and financial literacy event.
HKEX is partnering with the Investor and Financial Education Council (IFEC), the CFA Institute, and the CFA Society Hong Kong to host our annual Strike the Gong for Financial Literacy event on Wednesday, 4 October 2023.
HKEX Strike the Gong financial literacy
Market Open Ceremony – Strike the Gong for Financial Literacy
👍 Vanessa Lau
Group Chief Financial Officer, HKEX
Keynote Speech
👍Tim Lui
Chairman, Securities and Futures Commission
Panel Discussion: Understand the Financial and ESG Benefits of Sustainable Investing
👍 Priscilla Luk
Managing Director, Head of Global Research & Design, APAC, S&P Dow Jones Indices
👍 Keith Ng
Managing Director – Finance, Link Asset Management Limited
👍Frank Tsui
Managing Director, Head of ESG Investment, Value Partners Group
👍 Wisely Ngai, CFA, CAIA (Moderator)
Vice-Chair, Media Committee, CFA Society Hong Kong
#esg #education #sustainability #hkex #cfa #sfc #greenfinance #financemandarin
Book your Finance Mandarin ESG 4-week course now
The First ESG Sustainable Finance Mandarin Book
🌍🌱 Introducing the Finance Mandarin 漢通金融學院 ESG Book - The First ESG Sustainable Finance Mandarin Book! 📘📚
🔹 Mandarin, Pinyin, and English translations
🔹 8 case studies focusing on the Principals and Essence of ESG
🔹 China Carbon Goals and GBA Green initiatives covered
🔹 Real Estate, Energy, Green Bond, Syndication Loans, Infrastructure finance
🔹 Hong Kong, Greater Bay Area, China, and Asia focus
🔹 Intermediate to advanced Mandarin Level
🔹 Video teachings on ESG cases
🔹 Online access to 8 case studies
🔹 Audio, video, ESG keywords flashcards, voice input
🔹 ALL complimentary for students
🔹 Seeking corporate sponsors for ESG program
🔹 Bringing ESG education to schools in Hong Kong, GBA, Singapore
🔹 AI learning platform of Finance Mandarin
Join us in promoting sustainable finance and ESG awareness. Become a corporate sponsor of the Finance Mandarin ESG Book and contribute to the education and development of future finance professionals. Let's build a greener and more sustainable future together!
#ESG #SustainableFinance #FinanceMandarin #EducationForChange #CorporateSponsorship #hsk #mandarinchinese #languages
Native Mandarin Investment bankers come to Finance Mandarin 100-hour Real Estate Finance, Why?
Finance Mandarin Real Estate 100 hours 1-1
宋伟,中国上海出生的中国人,一位能力优秀的投资银行分析师,毕业于常青藤名校 MBA。
他目前的工作需要面向中国房地产投融资,所以他想更好地掌握融资谈判沟通,了解更多中国房地产的具体个案。
由于母语是普通话,他的汉语水平比较扎实。
但是对于如何正确阐述金融房地产投资的相关评论, 分析存在困难。
通过60分钟金融语言诊断测试,我们发现他的挑战是不能精准地描述对债券违约的来龙去脉,这不利与与客户深入交流。
同时,与其他投行的学生一样,对于中国国情与宏观经济措施,宋伟需要认识更多,例如习近平总书记倡导的共同富裕和三次分配。
因此,我们根据宋伟的语言程度,工作内容,特别设计了私人化定制课程,聚焦在中国房地产金融相关专题进行学习。
宋伟的金融房地产证书课程共有100 小时。
Finance Mandarin: 在岸人民币与离岸人民币—交易和结算CNY vs CNH: Trading and Settlement
Finance Mandarin 汉通金融教研团队于2022年8月11日主持亚洲证券业与金融市场协会(ASIFMA)举办的专业培训课程—中国篇。此为系列培训,以普通话主讲。
8月探讨的主题是在岸人民币与离岸人民币:交易和结算。
参与演讲的嘉宾均为交易和结算方面的专业人士,拥有多年的丰富的交易经验。 他们分别是澳新银行 (ANZ) 环球金融市场部中国交易主管胡晓雯女士 (Ms. Nicole Hu) ,贝莱德建信理财 (BlackRock CCB Wealth Management)资深交易员童雪敏女士 (Ms. Xuemin Tong) 。
此次培训的课程问题是:2021年,全球贸易结算货币份额中,人民币占多少?在这个问题中,有超过43%的学员选择了3%,另有超过50%的学员选择了0.5%-2%和2%-3%。
第一部分 由胡晓雯女士讲解人民币可交割及不可交割的远期产品——交易和结算;
第二部分 由童雪敏女士来讨论离岸人民币市场的发展 。
在一个小时的课程中,Finance Mandarin的教研团队深入理解了CNY和CNH的交易现状及交易流程,两位讲师详细的讲解了在交易过程中可能面对的问题:
胡晓雯女士主要关注人民币可交割外汇远期(DF)和人民币无本金交割外汇远期(NDF)。胡女士从三个方面对两种交易进行了讲解,一是产品介绍;而是交易模式和结算方式;三是外汇远期定价。
人民币可交割外汇远期产品主要的交易市场是在中国境内的场外市场,市场参与者主要为具备资格并获得金融监管机构批准的金融机构、有债券投资背景的境外机构和有贸易实际需要的企业客户。产品主要包括:即期产品、掉期产品和远期产品。其中远期产品中的撮合交易较为具有中国特色。结算方面,中国市场以上清所为中央对手方。另外需要注意的是美金利率、人民币利率以及其他因素对利率的影响。
人民币无本金交割远期外汇交易方面,主要的交易市场为离岸场外市场,参与者为境外金融机构和境外企业客户。因此交易的时间会跟随海外的外汇市场交易时段。结算时企业客户间进行双边结算,银行间通过香港交易所和伦敦交易所进行结算。
童学敏女士介绍了离岸人民币市场的发展。从交易的角度讲,童女士认为,离岸人民币市场是处于一个增长的状态。2020年下半年以来,人民币进入了升值周期,汇率形成的机制更加市场化,双向浮动弹性增强,CNH的交易更为市场化更为灵活,更可能带动CNY的价格。
截止到2021年12月人民币在国际的主要清算货币比例达到了2.7%,今次元美元、欧元和英镑。绝大多数的场景发生在中国香港,达到了76.84%。同时,人民币国际储备地位上升。离岸人民币继续扩容,衍生品市场加快发展,向更多元化的角度迈进。而人民币跨境基础设置更加完善,中国金融市场进一步融入全球体系,人民币跨境支付系统(CIPS)继续巩固。
在课程中,也有学员根据实时的新闻提出了自己的问题。问题都得到了讲师的详细解答。
Nicolas aguzin, ceo of hkex
新的Swap Connect对于CNY和CNH市场有什么影响?
人民币在国际主要清算货币中的占比,2016年到2018年为什么会从2.45下降到1.66?
很多境外投资机构或个人投资者增持人民币的原因是什么?交易中的人民币会重新流入国内市场吗?增持的底层逻辑是什么?
2022年以来,美联储快节奏加息,吸收全球资本回流美国,加上国内疫情和经济形势严峻,市场对中国外汇收支有一定担心,您认为未来外汇收支趋势如何,如果进入逆差是否会对人民币走势造成影响?
Finance Mandarin与行业协会紧密合作,为来自香港、新加坡及英美欧外籍高管学员提供优质的教育服务,深入认识不同地区间的金融监管机制的异同。学员来自政府部门与金融监管、各跨国金融企业及资产投资巨头,包括高盛、摩根大通、富达、摩根士丹利、东方汇理、花旗、道富、汇丰等感到收获颇丰。
参加该系列课程不仅帮助Finance Mandarin的教研团队在金融课程设计、 师资增值,更好地与学生进行沟通和交流,并且能更深入地理解学生在工 作中可能会遇到的问题并给予指引。
该协会系列课程内容专业、节奏紧凑,同时由中国内地的专业人士为学员进行解答,十分适合希望对中国市场有进一步深入认识的投资人士。推荐行业内的专业人员报名参与。
Testimonial of Michael Chadwick, Head of Education & Training at ASIFMA
The secret to the great success of our business in China
“Vienne Lee and Debbie Chen from Finance Mandarin have contributed their great effort to the success of our ASIFMA China Training Series.
Finance Mandarin’s top trainer Debbie has hosted the ASIFMA webinars that are conducted in Mandarin since April 2022, and she understands and hosts webinars well with her financial knowledge and good expression.
Debbie is well prepared before each webinar, joining each panellist meeting to know more about the contents. She prepares questions in advance in case the participants cannot make questions on their own. Debbie also conducts the Q&A sessions, leads the flow of the webinars, and she assigns questions to panelists according to best suitability and relevancy.
We appreciate Finance Mandarin's efforts during the past 5 months, and we are looking forward to cooperating with Finance Mandarin again in the future.”
Testimonial of Senan Yuen, Head of Investment, China at Fidelity
I am very happy with my progress over the past year. Thanks to Vienne Lee and the Finance Mandarin team of great teachers. Debbie Chen is very pragmatic and excellent in applying the 80/20 rule to organise my thoughts and accomplish focused learning tasks within a limited time so that I can achieve solid results and tangible outputs. Wang Laoshi is good at accurate pronunciation drills and culture sharing.
Finance Mandarin: 环境、社会和管治(ESG)与可持续金融:Environment, Governance and Sustainable Finance Webinar
Finance Mandarin 汉通金融教研团队于2022年7月12日主持亚洲证券业与金融市场协会(ASIFMA)举办的专业培训课程—中国篇。此为系列培训,以普通话主讲。
7月探讨的主题是环境、社会和管治(ESG)与可持续金融。
参与演讲的嘉宾均为金融行业及绿色金融行业中优秀的领导者, 他们分别是沪玥商务咨询(上海)有限公司ESG合规顾问-刘禹先生 (Mr. Ivan Liu) ,施罗德 (Schroders) 亚太环境、社会及企业管治 (ESG)专家, 黄丹祺女士(Ms. Dan Chi Wong) 及瑞银 (UBS) 亚太区ESG/可持续发展研究主管, 胡炳熙先生(Mr. Ronald Wu) 。
此次培训的课程问题是:我的机构对ESG/可持续金融/可持续发展的重视程度是怎么样的。通过这样的问题来了解ESG在中国内地市场的发展情况。在这个问题中,有超过50%的学员选择了重视程度高(在过去1年成为优先事项或在过去的2-3年里成为一个优先事项)。
第一部分 由刘禹先生介绍“ESG的定义、历史和国际背景及当前演变”;
第二部分 由黄丹祺女士来讨论“买方角度谈ESG ”。
第三部分由胡炳熙先生介绍“银行角度谈可持续金融与碳市场”
在一个小时的课程中,Finance Mandarin的教研团队深入理解了ESG的发展过程及现状,确定ESG在金融行业中的重要性:
刘禹先生详细解释了什么是ESG,即用环境、社会和管治三个非金融标准来衡量一个投资机遇或一个公司的可持续发展性。环境方面包括气候变化、碳排放、水资源短缺等等;社会层面包括客户满意度、数据保护及保密、性别与多元化等;管治方面包括董事会构成及结构、审核委员会的结构等等。现阶段,世界各个金融交易中心都已经相继推出对上市公司关于ESG以及气候变化相关的披露要求。
黄丹祺女士主要介绍了做好ESG的各种方法,这些方法不是互斥的并且具有抵御偏好。根据研究将ESG整合进投资过程这一方法从2019年的64%的选择增长到67%,但负向筛选从53%下跌至43%。而从2020年开始,投资者也开始考虑影响力投资的方法。从地域角度观察,亚太地区认为最重要的部分是公司管理,达到了61%。
胡炳熙先生从银行角度讨论了可持续金融与碳市场,中国的3060计划,代表2030年会实现碳达峰,而到了2060年中国将实现碳中和。同时,胡炳熙先生也讨论了现阶段环境和气候压力测试和风险评估、全球和中国的碳排放交易以及全球和中国绿色金融现状与展望。
在课程中,也有学员根据实时的新闻提出了自己的疑惑“德国取消了在2035年实现碳达峰的计划,这样的消息对于ESG或绿色金融的发展会否产生什么影响”,该问题也得到了几位导师的充分解答。
Finance Mandarin与行业协会紧密合作,为来自香港、新加坡及英美欧外籍高管学员提供优质的教育服务,深入认识不同地区间的金融监管机制的异同。学员来自政府部门与金融监管、各跨国金融企业及资产投资巨头,包括高盛、摩根大通、富达、摩根士丹利、东方汇理、花旗、道富、汇丰等感到收获颇丰。
参加该系列课程不仅帮助Finance Mandarin的教研团队在金融课程设计、 师资增值,更好地与学生进行沟通和交流,并且能更深入地理解学生在工 作中可能会遇到的问题并给予指引。
该协会系列课程内容专业、节奏紧凑,同时由中国内地的专业人士为学员进行解答,十分适合希望对中国市场有进一步深入认识的投资人士。推荐行业内的专业人员报名参与。
Suyi Kim and Vienne Lee Finance Mandarin: CEO Coaching | Learn Chinese with the Best
Asia CEO at Top Pension Fund: Journey at Finance Mandarin
Suyi Kim, Global Head of Private Equity, Senior Managing Director at CPP Investment.
Suyi Kim is the Senior Managing Director & Head of Asia Pacific of CPP Investment. Suyi is a highly respected and accomplished leader within our organization, overseeing CPPIB's significant and growing portfolio of investments in the region.
Joining CPPIB in 2007, Kim established the Hong Kong office 10 years ago in 2008 – an effort that's been instrumental in securing investment opportunities in China, which now totals $30 billion of assets (including HK and Taiwan).
She notes our ability to access China's markets has accelerated, particularly over the past two to three years as Chinese capital markets continue to expand and mature.
"We're seeing the onshore China market access getting easier for foreign investors, which is a welcoming development for our teams," she says.
Our efforts in building our brand and profile in China, with both the government and private sector, should also serve to benefit CPPIB in the long-term.
While the opening of debt markets will likely be gradual, Kim notes there is significant interest. The sheer size of the market – currently the world's third largest – means even incremental access for institutional investors like CPPIB could be meaningful.
Some of the reforms implemented in markets like India, such as GST reforms and public sector banks' recapitalization, are also encouraging.
The challenge, says Kim, is the increasing competition– with a lot of capital in the region, as well as increased interest in emerging markets.
"We are also seeing competition from new entrants, like well-heeled Chinese technology firms actively pursuing deals globally.”
"They utilize their vast networks and edge in technology to source and add value to investments.
For Kim's team, this means emphasis must be placed on what CPPIB brings to a deal beyond the ability to simply write a large cheque. The environment also creates opportunities for investment partnerships, which CPPIB has been focusing in the region – and a process at which Kim excels.
"We have established more than 60 partnerships in Asia across private and public equities, infrastructure, real estate and credit . Recently, we've also established partnerships with large technology firms like Tencent and Alibaba," she says.
"They clearly have a strong edge as technology is having a profound impact to a broad range of sectors. We'll continue to work on strengthening these partnerships."
After opening the Hong Kong office, Kim launched and led CPPIB's Private Equity Asia business before taking on the role of Managing Director & Head of Asia. Under Kim's leadership, the Private Equity Asia business grew from almost zero to over $11 billion in exposure and 20 professionals.
She has more than 15 years of private equity investment experience, including at Ontario Teachers' Pension Plan and The Carlyle Group. Kim also worked at McKinsey & Co. in various Asian countries and at PricewaterhouseCoopers.
If you are a senior executive, director, asset manager, or financial advisor who covers China, come to Finance Mandarin.
Finance Mandarin helps busy executives acquire the latest China market knowledge and boost their Mandarin communication at work.
Finance Mandarin Mergers & Acquistions Course | Speak Mandarin with Confidence
Finance Mandarin Certificates include:
✅Asset Management ✅Private Equity ✅IPO ✅M&A ✅Hedge Fund...and many more
Learn Business Mandarin with Real-Life China IPO Finance-Focus Case Studies at Finance Mandarin.
How can a Canadian Chinese CIO Overcome Work and Culture Challenges in Shanghai?
今年迎来了香港回归25周年,内地金融行业改革开放以及内地和香港资本市场双向开放取得的成果大家有目共睹。作为一名金融行业从业者,我曾经在香港工作,并且随着公司的业务发展而有机会来到上海工作,接下来我会根据自身从业经历,和大家分享一下过去二十几年间,我在两地金融互通开放层面感受到的深刻发展变化。
Senan Yuan, Chief Investment Officer, Fidelity International
今年迎来了香港回归 25 周年,内地金融行业改革开放以及内地和香港资本市场双向开放取得的成果大家有目共睹。作为一名金融行业从业者,我曾经在香港工作,并且随着公司的业务发展而有机会来到上海工作,接下来我会根据自身从业经历,和大家分享一下过去二十几年间,我在两地金融互通开放层面感受到的深刻发展变化。
1999年底,我决定从加拿大搬到香港,想要在职业道路上探索更多可能。这对于当时的我来说是一个大胆的想法。也正是这个决定,让我往后的工作和生活,都与香港和中国内地市场紧密联系在了一起。
在我刚搬到香港不久后,香港交易所(HKEX, 香港交易及结算所有限公司)在2000年6月27日成功上市,成为世界上最早一批上市的证券交易所。我对此次 IPO 记忆深刻,当时我正供职于一家为香港的银行和券商提供交易平台的科技公司,我到现在都还记得港交所上市首日的收盘价在10港元左右。
那时恒生指数差不多是在12,000点上下徘徊,我当时正在筹备这家科技公司在香港联合交易所创业板上市的相关工作。在那段时间,在香港上市的公司大部分都是科技企业。但随着互联网泡沫的破裂,我看到投资者对科技板块的热情迅速退潮,并很快开始将目光投向其他增长机会,而其中最受瞩目的就是飞速发展的中国。
凭借其国际金融中心的优势以及与内地的紧密联系,香港因此成为境外投资者通往内地这一广阔增长市场的门户,当时有很多大规模的IPO项目都让我印象深刻。比如2005年,中国建设银行选择在香港上市,募资金额达到了716亿港币,是当时最大规模的上市新股。就在次年2006年,中国工商银行在港上市,刷新了全球最大规模IPO记录,而它也是首家在A股和H股同步上市的公司。
2007年,我加入了富达国际。富达以自下而上的基本面研究著称,对中国内地市场的关注和布局也早已在21世纪初期就已经铺开,当时我们有很多基金经理都对投资内地市场非常感兴趣。
在富达,我的一项主要职责就是探索合格境外投资者(QFII, Qualified Foreign Institutional Investor)制度下的机会,这也是当时唯一一个允许外国投资者投资于内地市场的机制。尽管富达的QFII申请进度受到2008年全球金融危机影响稍有暂缓,但在2009年重启后,我们很快于2010年获得了QFII牌照,并在次年进行了第一笔对内地A股市场的直接投资。
QFII可以说是我在富达工作期间最喜欢的、也是很有成就感的项目之一,这个历时两年的项目涉及到与内地以及全球其他市场监管机构的广泛沟通讨论,需要系统性地完成规划、操作设计、合规审查和投资协调等一系列工作。
在富达的QFII投资正式启动之后,我每年都会和团队一起来到内地,争取申请更多的QFII额度。通过我们持续的努力,富达最大的三只基金都得以投资到内地证券市场,而且在2011至2014的三年间,通过QFII投资中国市场的富达基金数量快速增长到了15只。
2014年,“沪港通” (Shanghai-Hong Kong Stock Connect) 正式推出。互联互通机制是香港、上海、深圳交易所之间一项独特的合作模式,这为海外投资者投资内地股票市场以及内地投资者投资香港股票市场提供了良好且便利的渠道。作为投资者,一个充满潜力的市场的持续开放对于我们的工作至关重要,因此当我得知“沪港通”上线的时候,你可以想象我有多么欣喜和激动。“沪港通”目前涵盖了三地2000多只符合资格的股票。不过,对于寻求更加多元化投资的投资者来说,QFII仍是唯一途径。以富达为例,鉴于不同的客户需求以及监管要求,目前我们有超过100只基金是通过QFII以及互联互通机制投资于内地市场。
除了作为重要的新股集资市场以及连通境内外股票市场之外,香港市场在促进其他投资资金的跨境流动方面也发挥着重要作用。根据香港金融管理局的数据显示,内地有三分之二的外国直接投资(FDI)以及对外直接投资(ODI)增量是从香港进入或者通过香港这一中间桥梁完成。香港拥有全球最大的离岸人民币资金池,达到6000亿元人民币,能够提供较好的流动性 (liú dòng xìng; fluidity)。
全球范围内,超过70%的人民币支付是通过香港结算,并且香港的人民币外汇和衍生品交易额在离岸市场中也是最高。
时至今日,与我早年的从业经验相比,随着QFII以及互联互通机制的扩容,全球投资者进入中国市场的渠道已经日臻丰富和完善。截至2021年12月,互联互通机制下,已有1.5万亿元人民币净流入内地股票市场,以及2.1万亿港元内地资金净流入到港股市场。
25年以来,经历过1997年亚洲金融危机、2003年“非典”疫情、2008年国际金融危机、2020-2022年“新冠”疫情,纵然有诸多风雨与挑战,香港如今依然屹立于香江之畔,扮演着中国与全球资本市场“超级联系人”的重要角色。
就在我写这篇文章时,我留意到香港交易所的股价已涨到300多港元,我认为由此也可以反映出香港长期以来在全球金融市场中的重要地位。
展望未来,随着人民币国际化、中国市场的进一步开放、两地金融市场互通互联的深化以及粤港澳大湾区的建设加速,我相信香港金融业的大时代与大繁荣将有望展开新的篇章。
You Learn, You Earn.
Fidelity Hong Kong’s Asian Bond Fund won the three-year overseas China Bond Golden Bull Fund 🏆
Congratulations 🥳 🎉 Fidelity Hong Kong’s Asian Bond Fund won the three-year overseas China Bond Golden Bull Fund 🏆
Senan Yuen, CIO, Fidelity China 🇨🇳 Media Coaching with Vienne Lee
Congratulations 🥳 🎉 Fidelity Hong Kong’s Asian Bond Fund won the three-year overseas China Bond Golden Bull Fund 🏆
Senan Yuen, CIO, Fidelity China 🇨🇳
2020年11月20日,由中国证券报主办的“激发经济新活力启航资管新征程—2021中国银行业财富管理论坛”在上海举行。
Calling ABN AMRO Alumni ❤️
Vienne Lee, the CEO and Program Director of Finance Mandarin, with alumni from a Dutch Bankers Group, ABN AMRO.
Vienne Lee, the CEO and Program Director of Finance Mandarin, with alumni from a Dutch Bankers Group, ABN AMRO.
Deborah Orida Appointed as the First Chief Sustainability Officer (CSO) for CPP Investment
Deborah Orida is appointed as the first Chief Sustainability Officer (CSO) for CPP Investment. She is responsible for the approach to environmental, social and governance matters, particularly climate change.
Deborah Orida is appointed as the first Chief Sustainability Officer (CSO) for CPP Investment. She is responsible for the approach to environmental, social and governance matters, particularly climate change.
Julien Bernard having Mandarin Class in Hong Kong
The Real Julien Bernard 👍👍👍
Finance Mandarin is glad to work with the French asset management company. With €1.729 trillion of assets under management (AUM) at the end of 2020, one of the 10 biggest investment managers by AUM in the world. After so many months of remote video Chinese lessons, it is a pleasure to meet the real Julien in person.
The Real Julien Bernard 👍👍👍
Finance Mandarin is glad to work with the French asset management company. With €1.729 trillion of assets under management (AUM) at the end of 2020, one of the 10 biggest investment managers by AUM in the world.
Vienne Lee & Julien Bernard
Wow, you are tall! After so many months of remote video Chinese lessons, it is a pleasure to meet the real Julien in person.
Julien finally arrived in the Hong Kong office in September, and today greeting his Finance Mandarin teaching team Vienne Lee Finance Mandarin and Debbie Chen Finance Mandarin 北京金融汉语老师 face to face.
Julien has already started his Mandarin journey several months ago, when he was in Milan, Paris, and he continued learning during 3 weeks of quarantine in HK. All successfully online 1-1 Finance Mandarin coaching with our senior coach Debbie and our AI learning platform.
Finance Mandarin Top Trainer Debbie Chen & Julien Bernard
He is already making great improvements in Mandarin - you can talk to him yourself, and encourage him to practice more in Mandarin Chinese. Julien is committed to understanding the China market, and lead his team to capture the Greater China asset management market.
“Thanks for organizing the wonderful learning experience for me. “
Julien told Vienne and Debbie this morning. ❤️
We are happy to have C-level asset giants onboard.
Are you the next one?
Vienne Lee and Mark Machin's Interview at Ignites Asia
Mark Machin, Toronto-based president of the Canada Pension Plan Investment Board, says his aim in learning Mandarin is to be able to have good conversations with people and to be able to read relevant Chinese language articles.
"The benefits [of learning Mandarin] are a better understanding of the news and context from Greater China,” he says.
Machin started learning Mandarin in 2012 and maintains a working relationship with Finance Mandarin to improve his Mandarin proficiency. Before taking on his current role in Toronto, the pension’s helmsman was most recently CPPIB’s Hong Kong-based senior managing director and head of international.
CNN Interview with Chinese author, Yu Hua
Vienne Lee was authorized to be the English-Mandarin Simultaneous Interpreter for Yu Hua and Kevin Drew at CNN, 2008. Vienne was excited to share the Chinese culture by redefining the values and meaning of the book “To Live” ; 《活着 huó zhe》, by 余华 Yúhuá。
Vienne Lee was authorized to be the English-Mandarin Simultaneous Interpreter for Yu Hua and Kevin Drew at CNN, 2008. Vienne was excited to share the Chinese culture by redefining the values and meaning of the book.
Finance Mandarin Reading Club Recommendation: TO LIVE, Yu Hua.
An award-winning, internationally acclaimed Chinese bestseller, originally banned in China but recently named one of the last decade's ten most influential books there, To Live tells the epic story of one man's transformation from the spoiled son of a rich landlord to an honorable and kindhearted peasant.
After squandering his family's fortune in gambling dens and brothels, the young, deeply penitent Fugui settles down to do the honest work of a farmer. Forced by the Nationalist Army to leave behind his family, he witnesses the horrors and privations of the Civil War, only to return years later to face a string of hardships brought on by the ravages of the Cultural Revolution. Left with an ox as the companion of his final years, Fugui stands as a model of flinty authenticity, buoyed by his appreciation for life in this narrative of humbling power.
Learn more at: Finance Mandarin
Media Training Success, JP Morgan Asset Management Story
Eddy Wong, Managing Director, JP Morgan, was the moderator in Business Mandarin at the HKIFA event on 30 Oct 2015. This event had 300 participants from Asset Managment giants, regulators, HKSAR govt, HKEX, SFC, public media and certainly industry players. Blackrock, Fidelity, Invesco, Schroder, Manulife, HSBC, Deutsche Bank, Standard Life, Principal, KPMG, PcW, EY... all were present.
Eddy Wong, Managing Director, JP Morgan, was the moderator in Business Mandarin at the HKIFA event on 30 Oct 2015. This event had 300 participants from Asset Management giants, regulators, HKSAR govt, HKEX, SFC, public media and certainly industry players. Blackrock, Fidelity, Invesco, Schroder, Manulife, HSBC, Deutsche Bank, Standard Life, Principal, KPMG, PcW, EY... all were present.
Although Eddy is not a native Mandarin speaker, he excels himself by committing in media coaching in Business Mandarin. At the HKIFA event, he facilitated an excellent conversation with the panel members - who are all native Mandarin speakers - from bank custodian, fund recognition lawyers, online fund sales, tech-finance, 020 and wealth management in the PRC.
Eddy committed 75 minutes per week for a high-impact coaching Media Business Mandarin coaching. Before the HKIFA event, he worked untill 1150pm to fine-tune his speech and overview the details of the flow of conversation, and understand deeply the speakers viewpoints. It paid off, and I am proud of him..
Background Story:
Eddy Wong has committed to a leadership communication coaching in Business Mandarin. Eddy is an excellent spokesman for JPMorgan for fund distribution in the PRC. He is building the JPMorgan brand, and positioning JPMorgan as the market leader in fund distribution and fund recognition.
You are the next one for a keynote speech in Mandarin Chinese. Connect Vienne Lee here at LinkedIn, or call 2895 1088, or viennelee@financemandarin.com
Course details: Mandarin Media Coaching
In conversation with HKEX CEO Nicolas Aguzin
“ I don’t anticipate a significant shift in our strategy around being ‘China anchored’. China is a very strategic advantage that HKEX has, and we should leverage it to the maximum as possible”. ——Nicolas Aguzin, CEO of HKEX
“ I don’t anticipate significant shift in our strategy around being ‘China anchored’. China is a very strategic advantage that HKEX has, and we should leverage it to the maximum as possible”. ——Nicolas Aguzin, CEO of HKEX
It is undeniable that China has played a significant role in bringing Hong Kong onto the international stage of the financial industry. Hong Kong is a gateway that connects China and the rest of the Western world. Its diversification has drawn influxes of capital flow into the city, which brings wealth and prosperity that lasted for decades.
Finance Mandarin is your take-off point to enter the China market. We help business executives to hone the business Mandarin language to ameliorate their negotiations and meetings with clients. We teach the Mandarin language using the case methodology and latest China market insights to accelerate students' learning progress.
Finance Mandarin offers 1 on 1 and group Mandarin Coaching for Business Purposes with Finance Focus materials. Enrol 1-on-1 session anytime and anywhere.
Book your class now
You learn, You earn.🌟
Follow Finance Mandarin on LinkedIn for the latest China Market news
Finance Mandarin Unique Case Method
With the coronavirus outbreak making constant headlines these days it can be a little bit overwhelming trying to decide when to go to the doctor for other smaller issues. One has to ask themselves, “is it worth going to the doctor to fix a small problem, while at the same time risking getting infected with a larger problem?”
Finance Mandarin takes our student to PingAn Good Doctor APP
Task-Base teaching methodologies case: Chinese online medical consultation LIVE
With the coronavirus outbreak making constant headlines these days it can be a little bit overwhelming trying to decide when to go to the doctor for other smaller issues. One has to ask themselves, “is it worth going to the doctor to fix a small problem, while at the same time risking getting infected with a larger problem?”
Luckily for people using PingAn Good Doctor App, there is an alternative for people who want to receive a great medical consultation and getting medicine without leaving their homes!
Today, we would like to share with you the story of Kim Eun-Hee, a Korean student learning Finance Mandarin for his job in asset management. Kim graduated from an Ivy League University in the United States.
Now, he is in his gardening leave and preparing for the Level 3 of his Chartered Financial Analyst (CFA), and as such, only has limited time to learn Finance Mandarin. He invested and committed to a tailor-made 1-1 online 150-hour intensive Finance Mandarin M&A Certificate course.
Kim wants to strengthen his ability to communicate with his invested companies. He knows that his in-depth understanding of Chinese companies and fluent Mandarin communication skills will help him become more competitive in the workplace.
In today’s lesson, Kim learned about the Ping An Good Doctor platform—an online medical consultation platform in China. The PingAn Good Doctor APP is an incredibly useful platform for those living in China. In under 15 minutes, a doctor is able to judge a problem by asking relevant questions, investigating a patient’s medical history, and by looking at pictures of a potential problem.
Doctors on the app are also able to recommend what treatment a patient should take. The app is so convenient that people can also buy medicine online—eliminating long waits and the hassle of going to a drug store to pick up a prescription.
Using this platform, Kim conducted practice exercises in class, that would allow him to practice consulting a doctor in China. Together with his teacher, Kim used WeChat to log into the Ping An Good Doctor app. As part of his detailed lesson plan, Kim acted as a patient and conducted an online consultation, asking the question: “What should I do if my skin has a problem?”
The exercise allowed Kim to practice real-world applications to the vocabulary and phrases learned in class, all with the guidance of a teacher.
One of the benefits of this class is REAL role play, the task-based approach to learning. Task-based language learning allows students to focus on materials that have real-world applications. Instead of learning the language in isolation, students use their skills in ways that benefit their daily life.
For people living in China, there are many similar applications, such as Alibaba AliHealth or Tencent’s WeDoctor (Weiyi) APP. Being able to navigate these applications is integral to having a successful life in China.
In future classes, we will continue studying related topics to online medical consultations to better understand the current status of online medical treatment. Moreover, students in this intensive class will learn about China’s healthcare system, including reforms and macroeconomic policies, to better understand the future development of the Chinese medical industry, as well as its current limitations and restrictions.
In this Finance Mandarin LIVE online class, Kim learned about the Parent company Ping An Insurance and founder of Ping An Good Doctor, as well as the online medical business models, valuation, stock price up to the market crash.
This lesson is only the beginning of our many amazing courses. Stick around to hear about the great classes that Finance Mandarin has to offer and the phenomenal work our students are doing all over the world.
If you want to join Business Mandarin for Finance course and learn about Ping An Good Doctor and the online Medical Health + AI industry, connect Vienne Lee for a review class: Here you can click the link for sample course content: https://www.financemandarin.com/course-fm010-asset-management
Book a review class with Vienne Lee today
Next Finance Mandarin Reading Club’s Choice: Weijian Shan’s new book “Money Games”
“Money Games” is a riveting tale of one of the most successful buyout deals ever: the acquisition and turnaround of what used to be Korea's largest bank by the American firm Newbridge Capital.
Next Finance Mandarin Reading Club’s Choice: Weijian Shan’s new book “Money Games”
“Money Games” is a riveting tale of one of the most successful buyout deals ever: the acquisition and turnaround of what used to be Korea's largest bank by the American firm Newbridge Capital.
Full of intrigue and suspense, this insider's account is told by the chief architect of the deal itself, the celebrated author and private equity investor Weijian Shan.
With billions of dollars at stake, and the nation's economic future on the line, Newbridge Capital sought to become the first foreign firm in history to take control of one of Korea's most beloved financial institutions.
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💫 You Earn, You Earn.
www.financemandarin.com
Finance Mandarin specializes in coaching executives Mandarin for business communication.