时间：2010年5月21日上午10:00

地点：励耘B401

题目1：Developing an Investment Policy Statement to Guide Investment Decisions

如何制订指导投资决策的投资政策

主讲人：Dr. Gabriel Asebedo, CFP, Expert presented by Business School, Kansas State University

题目2：Macroeconomic Outlook on How the Growth in China will affect the world: An American Perspective

从宏观经济的角度看中国的发展对世界的影响：美国人的看法

主讲人：Dr. Marc Shaffer, CFP, Expert presented by Business School, Kansas State University

备注1. Kansas State University, one of the top three educational institutions for financial planning in the United States.

备注2.主讲人背景及讲座内容概要：

Mr. Gabriel Asebedo

Biography

Gabriel Asebedo is the President and Founder of Perennial Wealth Group, Inc. located in Minneapolis, Minnesota. Gabriel obtained his undergraduate degree in financial planning from Kansas State University. Gabriel is a Certified Financial Planner practitioner and has had the privilege of working directly with individuals and families with one million to 500 million in net worth. This presented him an array of complexity and planning requirements which helped shape his philosophical approach to wealth management. In 2004 Gabriel was a member of the second place team at the National Collegiate Financial Planning Competition.

Presentation Description

Investment policy is one of the core tools utilized by wealth managers to assist clients in outlining the financial objectives of an investment portfolio. A sound investment policy emphasizes client goals and the asset allocation necessary to accomplish these goals through the use of risk metrics and modern portfolio theory. Investment policy statements may emphasize immediate, intermediate, or long-term financial strategies to accomplish client objectives. Most investment policy statements are implemented to instill discipline in order to achieve long-term objectives. The focus of this presentation will be to underscore fundamental information required as well as how to prepare an investment policy statement for individuals or families.

Mr. Marc Shaffer

Biography

Marc Shaffer is a Certified Financial Planner professional and an Accredited Investment Fiduciary designee. He is employed by Searcy Financial Services in Overland Park, Kansas. He received his Bachelors degree in 2005 from Kansas State University in Personal Financial Planning with a minor in Business and Economics. Marc is very active in community organizations and leads various philanthropic events. The Kansas City Business Council recently selected Marc as one of Kansas City’s “Rising Young Stars”. In 2005 Marc was a member of the first place team at the National Collegiate Financial Planning Competition.

Presentation Description

MY presentation will include an overview of the American and Chinese economies and where they’ve come from over the past few decades. It details the interconnection and dependence of the global economies to push the US, China and the world to the next level from an economic and financial standpoint. We cannot do it alone whether we want to or not so openly engaging each other may be the best option for future growth. My presentation depicts the things China is doing right to strengthen their charge as an economic superpower.

备注3.说明：

上述两位主讲人均毕业于美国堪萨斯州立大学金融理财专业（Financial Planning），并通过了CFP职业资格认证，他们在校期间曾分别获得全美大学金融理财比赛第二名（2004年）和第一名（2005年）。Mr. Gabriel Asebedo为美国一家第三方财富管理公司的创始人，作为一名CFP持证人和金融理财事业的实践者，他主讲的内容主要是如何针对客户的财务目标建立投资组合，并运用科学的风险度量方法和资产配置策略，更好的实现客户中长期的投资管理。Mr. Marc Shaffer现为美国一家财务公司的员工，他主讲的内容主要是中美经济发展状况和相互影响，以及中国在世界经济中扮演的重要角色。

关于CFP，全称Certified Financial Planner，是国际上金融服务领域最权威的家庭或个人财务规划职业资格，由总部位于美国的CFP标准委员会(CFP Board of Standards, 网址www.cfp.net)及其在各成员国的分会负责进行考试认证，其全球统一标识为 。CFP持证人的主要职责是利用丰富的、随时更新的知识和信息，各种金融产品和工具，以及评估和控制风险的方法等，为个人或家庭提供全方位的财务规划建议，满足客户长期的生活目标和财务目标。

由于客户的目标多种多样，如实现个人财产的保值增值、为高质量的退休生活筹备资金、为子女教育进行理财规划、实现家族企业海外上市、帮助家族企业进行税收筹划、购买有价值的艺术品等等，因此CFP持证人的专业知识不仅涵盖银行、保险、证券、期货、会计、税务、法律等金融和财务领域相关知识，还要了解不动产、珠宝、艺术品等非常规投资方式，可以说一名合格的CFP持证人必须要求自己成为金融和生活方面的多面手。

2005年中国正式成为CFP组织成员国之一，并于2006年诞生了国内第一批符合国际认证标准的CFP持证人，在中国称作“国际金融理财师”。截止2009年底，全国CFP持证人总计约6000人，还远未满足国内日益增长的市场需要。CFP持证人目前的就业方向包括银行、保险公司、证券公司、基金公司及第三方财务顾问公司等，他们服务的对象通常为个人净资产超过100万美元的高端客户。

负责美国留学项目的美中企业家交流协会的何易老师即为中国首批CFP持证人，为帮助学生了解，或有对该资格认证感兴趣或有意于选择CFP职业发展方向的同学，可以到图书馆四层C401办公室咨询，电话：6126804，或加何老师的QQ：635384063。

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