Money Talk - Young Banker

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  • Instructor: Angelene Huang, Raymond Mathis
  • Requirement: Grade 3-5, class taught in English
  • Tuition can be fully refunded before the second class. After that, no refund. 
Course overview


Start from credit and debit, Kids Money Talk Level 2 give kids a series of fundamental knowledge in digital currency, compound interest, inflation, taxes, mortgage, and insurance that will used in personal finance. Kids will learn about why they should be financial independent after they grow up or even how to plan for their life-time investment goals.
Our class will be taught in 10 lessons, each lesson we will cover an interesting topic that inspire kids learn more about money and finance deeper. We wish they can develop good saving habits and healthy spending pattern after Kids Money Talk Level 1.

Instructors

Angelene Huang

Angelene managed over 20 billion cash investment portfolio and treasury operation for 9 years for Two Sigma Investments, one of the largest global quantitative hedge funds based in New York. Prior to that, she was a senior analyst and forex trader at the treasury of IBM. Angelene holds an MBA degree from Yale School of Management, Master degrees in Computer Science and Civil Engineering, and a bachelor degree from Tsinghua University. She is also the founder of the Chinese Coffee Club, a non-profit registered in New York, providing professional talks and conferences for Chinese communities.

Rachel Yang

Rachel Ping Yang is Managing Partner of Highline Park Capital LLC. Prior to her current position, she was Executive Director at Fosun International covering investment in financial services and Executive Director of corporate banking and financial institutions at Industrial and commercial bank of China. She used to work in structured finance industry for years for Mizuho Securities, Credit Agricole CIB, Ernst and Young LLP and Moody’s Wall Street Analytics. Rachel Ping Yang holds a M.S. in Financial Engineering from University of Michigan and Bachelor in Management Information Systems from Tsinghua University.

Raymond Mathis

Mr. Raymond Mathis is a private equity manager with Tati NY, Inc., an operating company focused on the lodging and hospitality industry. Previously, Raymond was a Portfolio Manager for Spirit of America Investment Funds, a family of equity and fixed income mutual funds. At Spirit of America, he took over Real Estate Income and Growth Fund, in addition to the Large Cap Value Fund, and subsequently launched an Energy Fund and several fixed income funds.

Throughout his tenure, Mr. Mathis received many accolades, including being named “Leading Portfolio Manager” by NAREIT’s “REIT Magazine” the largest publicly traded real estate industry group, “Best Performing Real Estate Fund” by Zacks Equity Research, and several “Category Kings” awards from The Wall Street Journal, including top performance for Stock Fund, Sector Fund, and Real Estate Fund categories.

Mr. Mathis began his career as an Analyst at Standard & Poor’s, where he covered companies in the Consumer Discretionary, Financial, Real Estate, and Consumer Staples sectors. In addition to winning the “Best on the Street” award from The Wall Street Journal, he has appeared in print and on television with CNBC, Bloomberg, Wall Street Week, The Wall Street Journal, Financial Times, CNN, Business Week, BBC, USA Today, New York Times, Crain’s, and the New York Post. Raymond received his MBA in finance from Louisiana State University (New Orleans). Before that, he earned a degree in music from Berklee College of Music, after which he moved to the French Quarter of New Orleans to play jazz for several years.

Learning Outcomes

  • Learn about credit, payment, interest rate and tax
  • Concept of price level, inflation, mortgage and insurance
  • Deeper understanding on earning, spending, saving and investing
  • Develop a conscious on personal finance and life-long investment
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