The Case for Greater China Exposure in Your Portfolio

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Speakers

Jeremy Murden
Portfolio Strategist
Matthews Asia

Jeremy Murden is a Portfolio Strategist at Matthews Asia. In his role with the investment team, Jeremy serves as a proxy to portfolio managers and provides individual portfolio insights and analytics to clients. Prior to joining Matthews Asia in 2018, Jeremy spent 10 years as a Senior Investment Manager Analyst and Investment Committee Member at William Blair, leading external equity manager coverage. He started his career in distribution as a Product Specialist at Claymore Securities, now known as Guggenheim Funds. Jeremy earned his MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Commerce from DePaul University. He also holds the Chartered Alternative Investment Analyst designation.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

For Investment Professionals Only

S. Joyce Li, CFA
Portfolio Manager
Matthews Asia

S. Joyce Li is a Portfolio Manager at Matthews Asia and co-manages the firm’s China Dividend and Asia ex Japan Dividend Strategies. Prior to joining the firm in 2016, she was a Portfolio Manager and Principal at Marvin & Palmer Associates, where she co-managed equity investments in the Asia Pacific markets between 2007 and 2016. Joyce started her investment career as a Senior Investment Associate at Wilmington Trust. Joyce received an MBA with honors from the Wharton School of the University of Pennsylvania and a M.S. in Computer Science from the University of Virginia. She is fluent in Mandarin and Cantonese.

Winnie Chwang
Portfolio Manager
Matthews Asia

Winnie Chwang is a Portfolio Manager at Matthews Asia and co-manages the firm’s China and Asia ESG Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an MBA from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese.