January 2020 Main Event

20/20 Economic Look at 2020 and How the Stock Market Might React Nicholas Atkeson reviews fundamental economic drivers of the economy and their status going into 2020. He will identify simple, robust quantitative measures that indicate when risk is elevated and equity exposures should be reduced in your portfolio. The measures he will discuss can be easily followed by you at home. During bullish periods, he will review how relative strength models can be used to invest in the strongest sectors of the market. During bearish periods, he will review income opportunities. You Will Learn:
  • How to reliably identify in advance an elevated risk for a sustained bear market using rules-based, simple quantitative indicators
  • About the key fundamental economic inputs to the U.S. economy for 2020 and how they are evolving
  • How to gather ideas about how to allocate your portfolio in the new decade
  • Download the pdf presentation here.
Nicholas Atkeson ,Founding Partner, Delta Investment Management, LLCNicholas Atkeson,,is a founding partner of Delta Investment Management LLC , a registered investment advisory firm based in San Francisco. Prior to founding Delta Investment Management, Atkeson was a partner and portfolio manager of Delta Force Capital LLC , a San Francisco-based hedge fund from 2006 to April 2009. Prior to Delta Force Capital, Atkeson was a managing director for Banc of America Securities and Susquehanna International Group LLC . He is co-author of “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013). Atkeson graduated from Haverford College, Phi Beta Kappa with a B.A. in economics, and from Stanford University Graduate School of Business.
China’s Economy and Entrepreneurs: An Investors Guide The ongoing trade negotiations with the U.S. may be dominating headlines but global investors should not let that mask China’s strong fundamentals and longterm economic growth trends. Rising consumer wealth in the region continues to create new investment opportunities and foster a cycle of innovation among entrepreneurs. Today, China’s small companies are driving new economy industries such as automation, health care, e-commerce and education. With this in mind, many investors are looking for ways to skillfully navigate the investment landscape in China. Tiffany Hsiao will provide a framework for better understanding China’s economy and emerging investment opportunities. You Will Learn:
  • The outlook for U.S.-China trade negotiations and key risks and opportunities
  • About China’s small companies as an engine of long-term growth and innovation
  • About expectations for China’s modern silk road initiative, “One Belt One Road”
  • Download the pdf presentation here.
Tiffany Hsiao , CFA, Portfolio Manager, Matthews Asia Tiffany Hsiao, CFA, is a portfolio manager at Matthews Asia. She manages the firm’s China Small Companies Strategy and co-manages the Asia Small Companies and Asia Innovators Strategies. Prior to joining the firm in 2014, Hsiao was a vice president at Goldman Sachs Investment Partners in Hong Kong and Tokyo from 2007 to 2013, responsible for Asia Pacific investments with an emphasis on equities in China.Previously, Hsiao spent six years at Franklin Templeton Investments, where she managed the firm’s global communications fund. Tiffany earned her M.S. in information technology from Carnegie Mellon University and received a B.A. in economics from UC Berkeley. She is fluent in Mandarin and Taiwanese, and conversational in Cantonese.

How to Attend:

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