Topic：The State of Current Economy and
The speech first will look at the four key
investment-themes and how the investors might capitalize on them. Then
the outlook for the global economy, stocks and interest rates will be
discussed. Other investments, such as real estate, commodities and hedge
funds will also be discussed. A closer look will be on one of Citi's
model portfolios. Finally, there will be a briefly Q/A discussion on some
personal finance issues the attendees might consider in the months ahead.
her career in the financial services industry in 1990 with then Shearson
Lehman Brothers in New York. Since then, she has broadened her
knowledge and experience and global exposure by working as Senior Analyst
at Smith Barney’s Consulting Group, Director of Research at Citicorp Investment
Services both in New York and in London for Citigroup Global Consumer
She specializes in customized
asset management, including traditional and alternative investment
strategies, for high net worth individuals and families as well as
executives with large concentrated positions. Though working with
high-net worth clients, Ms Wang has developed
solid understanding for estate planning, charitable giving and trust
Her analytical background and
over 23 years of experience in the industry paved the way for her to be
one of the most experienced Financial Advisors in Citi Personal Wealth
Before joining financial
industry, Ms Wang worked as an account director
for major US marketing and public affairs firm in Asia managing few major
accounts for the firm, such as Royal Dutch Shell Hong Kong, Pepsi Co, IBM
and General Electric, just to name a few.
Fluent in Mandarin, she brings
valuable services to the offshore investors. She is a graduate of City
University of New York with degree in Business Administration.
When Joy is not busy talking to
her clients, money managers or economists, she enjoys spending her time
reading listening music and working in her garden. She lives in
Union City and loves to party with her wonderful neighbors.
Instruction to Cypress Room, CIS Building, Stanford
Enter Stanford university through Palm Drive toward
the Oval Building, make right turn into Campus Drive (west), follow Campus drive through 4 stop signs, turn
left at the 5th stop sign into Via Ortega, pass Serra (first intersection) then Via Pueblo, park in the
parking lot at right side (Free parking on Weekend). Walk back passing Via Pueblo to Serra and turn right into Serra.
The CIS building is at your right side on Serra.
Walk to the short stone steps up. The Cypress room of the CIS building is
at you right side. (At the intersection of
"Campus Drive" and "Via Ortega"
-122.174742, latitude: 37.429971)