Qiao Ma's guest appearances

Qiao Ma

Equity Mates Investing Podcast

Wattle Partners - Market Thinkers Series

GSFM Conversations

Nick Griffin

Tobias Bucks

Paul Moore

Tom King

Yanis Varoufakis

Larry Diamond

Warren Buffett

Chris Reining

Wayne Baskin

George Lucas

Bill Browder

Tom Cowan

Howard Marks

Todd Harrison

Tobias Carlisle

OwlTail

Munro Partners

In this podcast, we bring you a presentation delivered by two global growth equities specialists from Munro Partners: CIO Nick Griffin and portfolio manager Qiao Ma. This episode was recorded in Melbourne on 16 August 2023, the final event in the Global Growth roadshow. The information provided by GSFM and Munro Partners in this recording is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by GSFM and Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast.  Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. Before making an investment decision in relation to the Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statements for the Funds. Fund Disclaimers, Product Disclosure Statements and Target Market Determinations for all Munro funds are available at gsfm.com.au Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509. GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GRES) is the responsible entity of the Munro Climate Change Leaders Fund ARSN 654 018 952 (Fund) and Munro Climate Change Leaders Fund (Managed Fund) (“MCCL.ASX”) ARSN 654 018 952 (Fund), the Munro Concentrated Global Growth Fund ARSN 630 173 189 (Fund) and Munro Concentrated Global Growth Fund (Managed Fund) (“MCGG.ASX”) ARSN 654 019 940 (Fund), and the Munro Global Growth Fund ARSN 612 854 547 (Fund) and Munro Global Growth Fund (Hedge Fund) (“MAET.ASX”) ARSN 630 319 053 (Fund) and is the issuer of this podcast.

In this podcast, we bring you a presentation delivered by two global growth equities specialists from Munro Partners: CIO Nick Griffin and portfolio manager Qiao Ma. This episode was recorded in Melbourne on 16 August 2023, the final event in the Global Growth roadshow. The information provided by GSFM and Munro Partners in this recording is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by GSFM and Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast.  Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. Before making an investment decision in relation to the Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statements for the Funds. Fund Disclaimers, Product Disclosure Statements and Target Market Determinations for all Munro funds are available at <a href="http://gsfm.com.au" rel="nofollow" target="_blank">gsfm.com.au</a> Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509. GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GRES) is the responsible entity of the Munro Climate Change Leaders Fund ARSN 654 018 952 (Fund) and Munro Climate Change Leaders Fund (Managed Fund) (“MCCL.ASX”) ARSN 654 018 952 (Fund), the Munro Concentrated Global Growth Fund ARSN 630 173 189 (Fund) and Munro Concentrated Global Growth Fund (Managed Fund) (“MCGG.ASX”) ARSN 654 019 940 (Fund), and the Munro Global Growth Fund ARSN 612 854 547 (Fund) and Munro Global Growth Fund (Hedge Fund) (“MAET.ASX”) ARSN 630 319 053 (Fund) and is the issuer of this podcast.

Conversations: On Stage with Nick Griffin and Qiao Ma from Munro Partners, August 2023

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlines throughout 2021, yet despite the volatility it stands out as the most likely source of long-term economic, earnings and capital growth. The discussion covers everything from the unique cultural differences required to understand the Asian markets, the unique digitally native Asian consumer and the importance of investing in founder led businesses.General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlines throughout 2021, yet despite the volatility it stands out as the most likely source of long-term economic, earnings and capital growth. The discussion covers everything from the unique cultural differences required to understand the Asian markets, the unique digitally native Asian consumer and the importance of investing in founder led businesses. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

Market Thinkers Series with Qiao Ma of Cooper Investors

Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management.  Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US.  She worked at Lehman Brothers, Coatue Management and was Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York.  Qiao was a presenter at the 2020 Sohn Hearts and Minds conference where she pitched Shenzhou International. In this episode, we discuss: The incredible story of Qiao's first investmentWhat is was like working at Lehman Brothers during the GFCThe investing philosophy at Cooper's InvestmentWhy Asia is a focus for opportunity for QiaoThe investment thesis for Shenzhou InternationalPlus so much more!  If you'd like more information on Cooper Investors, click here. If you'd like access to all the Sohn Hearts and Minds conference stocks, you can through the HM1 LIC. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.  Hosted on Acast. See acast.com/privacy for more information.

Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management.  Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US.  She worked at Lehman Brothers, Coatue Management and was Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York.  Qiao was a presenter at the 2020 Sohn Hearts and Minds conference where she pitched Shenzhou International. In this episode, we discuss: <ul><li>The incredible story of Qiao's first investment</li><li>What is was like working at Lehman Brothers during the GFC</li><li>The investing philosophy at Cooper's Investment</li><li>Why Asia is a focus for opportunity for Qiao</li><li>The investment thesis for Shenzhou International</li><li>Plus so much more!</li></ul> If you'd like more information on Cooper Investors, click <a href="https://www.cooperinvestors.com/" rel="noopener noreferrer nofollow" target="_blank">here.</a> If you'd like access to all the Sohn Hearts and Minds conference stocks, you can through the <a href="https://www.heartsandmindsinvestments.com.au/" rel="noopener noreferrer nofollow" target="_blank">HM1 LIC</a>. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our <a href="https://equitymates.com/disclaimer/" rel="noopener noreferrer nofollow" target="_blank">Disclaimer Page</a>, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to <a href="https://equitymates.com/?page_id=2309" rel="noopener noreferrer nofollow" target="_blank">Get Started Investing</a> – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more <a href="https://linktr.ee/equitymates" rel="noopener noreferrer nofollow" target="_blank">here</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International