Fund Manager Incubator Level 2 (Chinese) - Spring 2021

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  • Instructor: Li Tang
  • Level: Intermediate
  • Schedule: Every Saturday, January 30th - April 3rd, 9 Classes
  • Time： 10:30 am - 12:00 pm (EST), 11:30pm - 1:00am (Beijing)
  • Tuition can be fully refunded before the second class. After that, no refund. 
Course overview

  • 相比初级课程，新增期权、杠杆、对冲等股市必备知识点
  • 汤立多年基金管理经验总结，毫无保留呈现
  • 培养学员独立选股能力，应对不同市场趋势
  • 帮助学员形成个人投资交易风格，持续跑赢大盘
  • 附赠价值$150模拟交易平台使用权，系统锻炼操盘技术

Li Tang

Li is a portfolio manager and partner at Radnorwood Capital, managing a long-only fund in the technology sector. Since 2017, Li has been the board chairman of 2Fuel Technologies, a software startup providing a fuel management system to displace diesel with cleaner and cheaper alternative fuel. Before joining Radnorwood in 2013, Li was a technology sector portfolio manager at Mazama Capital. Prior to that, he was a sell-side analyst with Pacific Crest Securities covering Greater China semiconductor and telecom sectors. Before his investment career, Li had various finance and engineering positions with Intel, John Deere, and Trak Communication. Li earned an MBA from UCLA, an MSEE from New Jersey Institute of Technology, a BS from Beijing Institute of Technology. He has been a CFA Charter holder since 2005.

                Learning Outcomes

  • Investment idea screening
  • How to discover aggressive accounting and potential financial fraud
  • Valuation
  • Competitive edge and sustainable growth
  • Portfolio construction and risk management
  • Information edge
  • Use options to enhance return and mitigate risk
  • Combination of fundamental, quantitative and technical analysis to optimize risk reward