Investing in the technology oasis – Taiwan

Speaker’s Profile
Mr. Rudi Tung is the Head of Global Business Development for Polaris International Securities Trust, and overseeing the international business development for Polaris International Securities Trust.

Since jointed Polaris International Securities Investment Trust at year 2006, and in the 2 years with the company, he is responsible for the strategic business development for Polaris Investment Trust with major international financial institutions around the globe, and as well as in charges of promotions of Polaris P-shares ETFs Series to the international investors, Mr. Rudi Tung has over 18 years experiences in Financial Services, and has working experiences with major investment banks and financial institutions.

Speaker’s Profile
Mr. Sean Huang is the Head of the equity derivatives trading team from Polaris Securities, which is one of the leading securities company in Taiwan financial sector. The team trades all equity derivatives issued by Polaris Securities, including warrants, structured products and OTC derivatives. Mr. Sean Huang is in charge of the derivatives trading since he firstly joined Polaris in 2002. He has also 1.5 years experience in Thailand as a derivatives business consultant.

Given the current subprime crisis, marco-economic outlook for the next few quaters certainly look gloomy. In the midst of this, can we still find value within the Tech sector? Which are the sub segments we should avoid? And which are the ones that we should be paying attention to?

Speaker’s Profile
Mr. Alan Lok, Investment Analyst of SIAS Research, is a Certified Financial Risk Manager (FRM®). His areas of interest comprise of Consumer durables, Steel and Water industries. His research has been featured on various mass media such as CNBC, ChannelNewsAsia (亚洲新闻台), Straits Times, Business Times, Money Week Money Week (财经追击), and The Edge. Prior to joining SIAS Research, Alan was working as a Risk Analyst in Hong Kong and Greater China. He holds a Bachelor of Engineering Degree (Hons) with Minor in Business from NTU. Alan has passed all three levels of the CFA examinations and is currently applying for the chartered membership.