Fund Manager Incubator Level 1 (Chinese) 

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  • Instructor: Li Tang
  • Level: Entry Level
  • Schedule: Every Wednesday, Sep 15th - Nov 27th
  • Time: 9:00pm - 10:30pm (EDT), 9:00am - 10:30am (Beijing) 
  • Tuition can be fully refunded before the second class. After that, no refund. 
Course overview
This course is designed to introduce students with the applications of equity investing concepts and disciplines in managing an institutional equity portfolio. Benefiting from the instructor’s background as a successful professional investor, the course is to a great extent an introduction of elements that make good equity investment decisions. This class provides a sound intellectual framework to think about stock picking, investment horizon, business cycles, sectors of the economy as well as the dispersion in stock performances, assisting students with gaining potential sound stock performance by the end of the course.

Li Tang

Li is a portfolio manager , managing a long-only fund in the technology sector. Since 2017, Li has been the board chairman of Technologies, a software startup providing a fuel management system to displace diesel with cleaner and cheaper alternative fuel. Before joining Radnorwood in 2013, Li was a technology sector portfolio manager at Mazama Capital. Prior to that, he was a sell-side analyst with Pacific Crest Securities covering Greater China semiconductor and telecom sectors. Before his investment career, Li had various finance and engineering positions with Intel, John Deere, and Trak Communication. Li earned an MBA from UCLA, an MSEE from New Jersey Institute of Technology, a BS from Beijing Institute of Technology. He has been a CFA Charter holder since 2005.


                Learning Outcomes

  • A wide range of stock analysis tools
  • Investment methodologies (e.g. value investing has been out of favor for a long time, when and if it will return)
  • Risk management
  • Shorting
  • Valuation methodologies
  • Professor Li's own proprietary models
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