Sydney Seminar

Tuesday, June 2, 2015 - 3:30PM to 5:30PM


Anatole Kaletsky, Founding Partner
Topic: Time To Rotate Out Of US Assets… But Where To?

Anatole Kaletsky is founder and co-chairman of Gavekal Ltd., an economic consulting and asset management group based in Hong Kong, and a principal contributor to its research service, Gavekal Dragonomics. He is currently the chairman of the Institute for New Economic Thinking, a US$150mn foundation created to reform academic economics after the 2008 crisis. His recent book Capitalism 4.0, on the post-crisis transformation of the global economy, was nominated for the 2011 Samuel Johnson Prize. Before founding Gavekal he worked for 30 years as an economic journalist and commentator for the Financial Times, The Economist and the London Times.



Andrew Batson, China Research Director
Topic: Making Sense Of China's Reforms

Andrew is the company’s lead analyst of the Chinese economy and manages the Gavekal Dragonomics China Research team in Beijing. He has lived and worked in China since 1998, and over the course of a long career as an award-winning journalist and analyst has written hundreds of articles on Chinese business, government, economics and society. Before joining Gavekal in 2011, he was the China economics correspondent for The Wall Street Journal. Andrew was born in New Orleans, Louisiana, and has a degree in anthropology from Reed College.



Neil Newman and Alicia Walker, Gavekal Japan Alpha
Topic: Japan’s Top Equity Themes—The Revolution In Energy, Medical And Robots

Neil has over 30 years' experience in Cash Equities, Equity Derivatives, OTC Options and Convertible Bonds in Asia. He is originally from a Japan focused market making background in the late 80's and early 90's when in terms of volume the Japanese convertible bond market exceeded the turnover of the London Stock Exchange. Having started his career in London with a small Japanese stockbroker, Nippon Kangyo Kakumaru in 1983, which later became part of Mizuho, he found himself working for the same firm 25 years later in Japan with the Nikkei 225 back at the same levels when he started. He has now spent a total of 17 years living in Japan and 7 years in Hong Kong where he is a member of the Hong Kong Securities and Investment Institute. During this time Neil has worked for buy and the sell side firms including SBC-O'Connor, Schroders, Morgan Stanley Japan, Mizuho Securities and Senrigan.

Alicia has over 10 years' experience in financial markets covering Cash Equities, Equity Financing, and FOREX at both large global investment banks as well as a small retail facing broker. Her love of Japan took her to Kobe Gakuin University in 1998 to study Japanese and Economics and then onto the financial industry where she has a keen interest in the macro-economic influences on the stock market. She lived a total 7 years in Japan and 4 years in Hong Kong working in the financial industry for Societe Generale, Credit Suisse, Mizuho Securities and BNP. Alicia holds a BA in International Finance and Japanese.

Address: Grace Hotel, 77 York Street, Sydney
RSVP: James Barnes (jbarnes@gavekal.com)

Madrid Seminar

Thursday, June 25, 2015 - 9:00AM to 11:00AM
Address: Hotel Intercontinental Madrid (Paseo de la Castellana, 49)
RSVP: Nicolas Schoeffler (nschoeffler@gavekal.com) [Register Here]

Zurich Seminar

Wednesday, September 2, 2015 - 8:30AM to 10:30AM
Anatole Kaletsky and Pierre Gave will present their macroeconomic and market views for the coming quarters
Address: Zunfthaus Zur Zimmerleuten, Limmatquai 40, Zurich
RSVP: Julien Jason Guillaume (jguillaume@gavekal.com) [Register Here]

Paris Seminar

Friday, October 23, 2015 - 9:00AM to 11:00AM
Address: 33 Rue du Fauborg Saint Honore 75009 Paris
RSVP: Nicolas Schoeffler (nschoeffler@gavekal.com) [Register Here]

London Seminar

Tuesday, October 27, 2015 - 3:00PM to 6:00PM
Anatole Kaletsky, Louis-Vincent Gave and Francois-Xavier Chauchat will present their macroeconomic and investment outlook for the coming quarter. Tom Miller will present his work on China's plan to build a New Silk Road.
Address: The Livery Hall, Goldsmiths' Hall - The Goldsmiths' Company, Goldsmiths' Hall, Foster Lane, London EC2V 6BN
RSVP: Julien Jason Guillaume (jguillaume@gavekal.com) [Register Here]