We are pleased to invite you to our January Luncheon with Mr. Zuhair Khan, CFA, Managing Director / Senior Fund Manager at UBP Investments Co., Ltd., who will deliver a speech titled “Economic Health, Global Competitiveness, and Macroeconomic Risks”.
2024 has been a year of elections, the majority of which have seen incumbents lose outright or at best remain in power by forming weak coalition governments. On the flip side, most stock markets globally have done well this year, generating double digit returns and marking new historic highs. Are these economies doing well, as rising stock markets indicate, or are they doing poorly, as election results suggest?
In his presentation for the SCCIJ, Mr. Zuhair Khan (UBP Investments Co., Ltd.) will review a number of measures of economic health to judge the state of economies. He will also examine metrics that help us evaluate the long-term competitiveness of countries. Finally, he will present some of the macroeconomic risks across major economies.
| Date: | Wednesday, January 29, 2025 |
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| Schedule: | 12:00 – 14:00 (D.O. 11:45) |
| Venue: | Grand Hyatt Tokyo, @Residence Basil (2F) 6-10-3 Roppongi, Minato City, Tokyo 106-0032 (MAP) |
| Fee: | • Members: JPY 6,500 or 1 SCCIJ voucher 2025 • Non-members: JPY 8,000 |
| Registration: | Registration Closed *Deadline: January 22, 2025, 23:59 JST.* *SCCIJ members will be prioritized.* *Please inform us of dietary restrictions if any.* *No-shows/cancellations after deadline will be fully charged.* |
| Concept: | • This event consists in a 3-course lunch followed by a presentation (and Q&A). The setting is ideal for networking. • Participants are typically members of the Swiss-Japanese business community, but non-members are also welcome to join. • Seats are not attributed (free seating). • Dress code is business / business casual. |
| Disclaimer: | • The SCCIJ may film and take photographs of this event. If you participate, please be noted that these pictures and videos may be used in various media, such as the SCCIJ website, SCCIJ social networking sites, and SCCIJ promotional materials. If you do not want to appear on these pictures and/or videos, kindly notify the SCCIJ staff at the event. • The views expressed by the speaker(s) do not reflect those of the SCCIJ as an organization. |
| Inquiries: | By e-mail to info@sccij.jp |
Biography of the Speaker
Before joining UBP, Mr. Zuhair Khan had been the Head of Research and the Japan Strategist at Jefferies in Japan since 2015. His strategy research has focused on corporate governance reform, shareholder activism and Event Driven strategies. He was voted the 3rd best Japan strategist in the Asia Money poll in 2017. Prior to Jefferies, Mr. Khan had been CIO and Portfolio Manager at boutique hedge funds, where he managed concentrated, absolute-return, Japan equity portfolios. Earlier, Mr. Khan was the Co-Head of equities and Head of Research at UBS Global Asset Management in Japan, where he managed $7Bn in Japan equities and led a team of 12 analysts. Mr. Khan started his career at the Bank of Tokyo-Mitsubishi as a credit analyst. He then worked as a sell-side analyst in Hong Kong, covering the banking sector during the Asian Financial Crisis in 1997-1998. He has an MBA from the Sloan School of Management at MIT and graduated Magna Cum Laude from the University of Pennsylvania with dual degrees from the School of Engineering and the Wharton School. He speaks fluent Japanese.
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