Qi Wang
CIO of UOB Kay Hian Wealth Management
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What is the CIO Series?
A regular webinar featuring our CIO and distinguished guest speakers to discuss macro, markets, sectors and stocks, including top-down investment themes and bottom-up stock picks. The session consists of a presentation followed by a Q&A.
Synopsis
For this session, we’ll focus on key investor questions about the Asian AI supply chain. Is the surge in global AI capex sustainable? How credible is South Korea’s ambition for a trillion-dollar “AI Computing Hub” , and what are the investment applications? Will memory prices peak in the fourth quarter, and how should investors position for it? Where does the US–China AI Race stand today, and what are the most compelling opportunities from each side? Once again, we are pleased to feature Dan Kiang, Founder and CIO of Aqua Lake Capital, as the guest speaker. Together, we’ll share latest views and unpack key investment insights for Asian markets (including Korea and Japan).
About the Speaker
Qi Wang, CFA
CIO of UOB Kay Hian Wealth Management
Qi Wang is the Chief Investment Officer (CIO) of UOB Kay Hian Wealth Management. He has over 28 years of research and investment experience in the US, China and global markets. He specializes in identifying and studying disruptive changes (e.g. innovative technologies) and their investment implications.
About the Guest Speaker
Dan Kiang
Founder and CIO of Aqua Lake Capital
Prior to founding Aqua Lake, Dan Kiang was Senior Managing Director and Head of Asia Public Equity for a leading Canadian pension fund with $248 billion of assets under management. Dan personally managed over $1.5 billion of Asian assets for this fund, and was a member of the Global Investment Committee responsible for $12 billion of global money. Prior to that, Dan worked in senior roles for several prestigious institutional investors, including Mount Kellett (a $7 billion hedge fund), Bank of America Merrill Lynch (Asian Special Situations Group) and TVG Capital Partners (later JP Morgan Direct Investment Group), all based in Hong Kong.
CIO of UOB Kay Hian Wealth Management
Founder and CIO of Aqua Lake Capital