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East West Bank
US & China: Twin Economic Growth Engines
As policies continue to ease, can investors look forward to brighter days for the US and China markets? East West Bank's Agnes Lew and Rayliant's Dr. Jason Hsu discuss the risks and opportunities that lie ahead in 2023.
Dr. Jason Hsu
Jason Hsu is the founder and chairman of Rayliant Global Advisors. Throughout his accomplished career, Jason’s commitment to academic rigor and investor advocacy have led him to research, develop, and bring to market investment strategies that create significant value for investors. At Rayliant, Jason is continuing that commitment by educating investors and offering products to transform the investment ecosystem in Asia and beyond. Prior to his current role, Jason was the co-founder and vice chairman of Research Affiliates.
Jason is at the forefront of the smart beta revolution and is one the world’s most recognized thought leaders in that space. Building on his pioneering work on the RAFI™ Fundamental Index™ approach to investing with Rob Arnott in 2005, he has published numerous articles on the topic, notably his articles “A Survey of Alternative Equity Index Strategies,” which won a 2011 Graham and Dodd Scroll Award and the Readers’ Choice Award from CFA Institute; and “The Surprising Alpha from Malkiel’s Monkey and Upside-Down Strategies,” which won the 2013 Bernstein Fabozzi/Jacobs Levy Award for Outstanding Paper in the Journal of Portfolio Management. In 2015, Jason received the Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for “A Study of Low-Volatility Portfolio Construction Methods” published in the Journal of Portfolio Management. He has twice received the William F. Sharpe Award for Best New Index Research (2005 and 2013), which is awarded by Institutional Investor Journals.
Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as a professor in finance. For his service to UCLA’s Anderson School, he received the 2009 Outstanding Service Award. He has also held visiting professorships at Tsinghua University, Kyoto University and Taiwan National Chengchi University.
Jason has authored more than 40 peer-reviewed articles. He is an associate editor for Journal of Investment Management, and also serves on the editoral board for several publications including Journal of Index Investing, Journal of Investment Consulting, and Journal of Investment Management.
Jason graduated with a BS (summa cum laude) in physics from the California Institute of Technology, was awarded an MS in finance from Stanford University, and earned his Ph.D. in finance from UCLA, where he conducted research on the equity premium, business cycles, and portfolio allocations.
Agnes began work as Senior Vice President, Director of Wealth Management at East West Bank in 2012 and now she oversees the Private Banking Department. Agnes has more than fifteen years' experience in the financial industry. Under her leadership, East West Bank Wealth Management had constant growth in revenue and profits for 5 years as well as Cathy Wealth Management for 10 years. She was also the President of Platinum Financial Services.
In May 2014, Agnes was ranked #1 from the Top 20 Program Managers selected by “Bank Investment Consultant” and was ranked #3 in May 2018. She works in the Los Angeles area and mostly serves the Chinese-American community. She remains sensitive to the customs and culture of the bank’s customers, while also maintaining a fierce loyalty to her team, referring to the advisors as her clients.
Agnes holds a liberal arts degree from Occidental. An active member of the community, Lew is involved with various philanthropic organizations, including serving on the Board of Pacific Symphony and Wallis Annenberg Center for the Performing Arts. She is also on the LA Phil - Philharmonic Council. Agnes resides in San Marino.