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Virtual participation only. Please register to receive the Zoom link.
Chief Economist, VinaCapital
Michael Kokalari, CFA serves as VinaCapital’s Chief Economist, where he is responsible for providing thought leadership and technical acumen on a wide range of global and local macroeconomic issues with a view towards maximizing investment performance.
Mr Kokalari has worked in Vietnam for 12 years, prior to which he was a derivatives trader in Tokyo & London where he ran multi-billion dollar trading books for JP Morgan Chase, Credit Suisse First Boston, Lehman Brothers, and Paribas. Mr Kokalari co-authored the CFA guide to Credit Derivatives, and was a contributor to “Risk Management: Foundations for a Changing Financial World”, along with Nobel Prize winners Myron Scholes and William Sharpe of Stanford University.
Mr Kokalari holds Masters Degrees in Business, Engineering, and Mathematics from Stanford University, and is a graduate of the Advanced Management Program (AMP) at the Harvard Business School.
4:00pm – 4:10pm
Welcome and BRIEF intros
4:10pm – 4:15pm
Review and Approve Minutes
4:15pm – 4:20pm
Action items: proposed 12/9 Governance event
4:20pm – 4:25pm
Action items: Possible ESG/Inclusive Finance Subcommittee
4:25pm – 4:30pm
4:30pm – 4:35pm
Executive Director Update
4:45pm – 5:30pm
Guest Speaker: Michael Kokalari, Chief Economist, VinaCapital
1. Which sectors will benefit from the gradual reopening of the economy
2. Why the Evergrande crisis in China will/will not have knock on effects in Vietnam