Core Viewpoint - The event hosted by Shanghai Jiao Tong University aims to discuss the core functions and practical strategies of board secretaries in cross-border capital markets, focusing on A+H share governance and investor relations strategies. Group 1: Event Overview - The event titled "A+H Share Board Governance and Investor Relations: Cross-Border Practices and Strategies" will take place on August 16 in Shenzhen, gathering top experts from both Hong Kong and mainland China [1]. - Participants will gain insights into A+H share cross-border governance practices, investor relations (IR) strategies, and the professional system for company secretaries in Hong Kong [3]. Group 2: Agenda Highlights - The agenda includes a keynote speech on the three core elements of investor relations, aimed at enhancing the high-quality development of listed companies' market value [6]. - A roundtable discussion will address the challenges of corporate governance and the evolving role of board secretaries in the dual market environment [6]. Group 3: Educational Offerings - The event will also feature the launch of the MBA program focused on board secretaries, designed to cultivate governance elites for A-share, Sci-Tech Innovation Board, H-share, and Chinese concept stocks [7].

Core Insights - The forum emphasizes the integration of traditional Chinese culture with modern finance, aiming to foster innovative development in financial culture [2][3] - The "Five Musts and Five Must Nots" framework proposed by President Xi Jinping serves as a guiding principle for developing a distinctive Chinese financial culture [3][6] Group 1: Financial Culture Forum - The first Financial Culture Forum was held as part of the 11th Nishan World Civilization Forum, focusing on the theme of "Traditional Culture and Modern Finance" [2] - Experts gathered to discuss the fusion of traditional Chinese culture with contemporary financial practices, contributing to the development of a unique financial culture in China [2][3] Group 2: Educational Initiatives - Qingdao University is actively involved in promoting Chinese financial culture through education, emphasizing the importance of cultivating talent in this area [4][5] - The university has established partnerships with local financial regulatory bodies to create educational resources and platforms for students pursuing careers in finance [5] Group 3: Implementation of Financial Culture - The "Five Musts and Five Must Nots" framework is crucial for guiding modern financial development, emphasizing the importance of cultural values in financial practices [6][7] - The framework encourages financial institutions to prioritize service to the economy and the public, while also promoting risk awareness and compliance [6][7] Group 4: Recommendations for Financial Culture Development - Suggestions include strengthening the ideological foundation of financial culture, improving institutional frameworks, and fostering practical innovation in financial services [9][10] - Engaging the broader society in financial culture initiatives is essential for creating a collective understanding and acceptance of these values [10]

Core Insights - The course on fixed income begins with foundational knowledge of bonds and gradually leads students to understand the global bond market, types of market participants, and the issuance, circulation, and classification of bonds, providing a direct understanding of bond investments [1] - The course emphasizes the integration of fixed income and derivatives, covering pricing methods and advanced trading strategies to manage yield curve fluctuations, including the use of interest rate futures, options, swaps, and swap options [1] Faculty Expertise - Professor Zhang Zhou, a guest professor at the University of Alberta and a full professor at the Hill School of Business, University of Regina, specializes in corporate capital structure, financing methods, internal controls, and corporate governance [2] - Professor Li Qian, a management PhD and professor at Xi'an Jiaotong University, focuses on behavioral finance, portfolio management, and risk management, with numerous publications and research projects [3] Course Structure - The course builds a progressive knowledge system centered on "fixed income securities," aligning theoretical depth with practical case studies, akin to the "duration matching" principle in bond valuation [3] - The course solidifies basic concepts such as coupon rates and yield to maturity, using real-world examples like Evergrande Group's dollar bond issuance to illustrate credit risk and market dynamics [4] Risk Analysis Framework - The combination of duration and convexity is a key highlight of the course, linking quantitative financial thinking from the University of Alberta with local case studies from Xi'an Jiaotong University to create a comprehensive risk analysis framework [6] - The course addresses the "parallel shift" and "steepening" of the interest rate term structure, explaining bond yield changes through theories like expectations theory and liquidity premium theory, reflecting the integration of North American financial models with Chinese market practices [6] Investment Strategies - The total return strategy emphasizes the synergy of interest income, reinvestment returns, and capital appreciation, aligning with the international perspective of the program [7] - The course provides methodologies for handling complex issues through liability-driven immunization strategies, such as cash flow matching and duration matching, which are crucial for asset-liability dynamic balance [6]

你是否曾加班到深夜疲惫不堪， 调研时间：2025年6月23日~7月25日 扫码立即参与 参与这份问卷，你将收获 免费获得高金MBA预备班录播课包一份 课程内容持续更新中 0 1 第一财经联合上海高级金融学院发起职场调研问卷，聚焦工作压力、职业发展等核心议题，用数据搭建 职场生态的全景图。 无论你是初入职场的新人，还是经验丰富的行业精英，勇敢说出你的经历与感受、让问题被看见。 渴望更灵活的工作模式？ 是否觉得职业发展之路迷雾重重， 希望获取更多成长支持？ 0 2 您将有机会获得职业导师的三对一的线下职业辅导 上海交通大学上海高级金融学院（上交高金）是上海市人民政府为实现将上海建设成为国际金融中 心的国家战略，依托上海交通大学，按照国际一流商学院模式创立的国际化金融学院。高金MBA项 目乃国内首创，项目整合全球顶级教育资源，紧密结合中国经济与金融发展实际；项目尤为注重学 生培养的实践模块，先后推出实践选修课堂、Live Learning Center等，全方位助建学生的金融知识 体系、能力架构以及全球视野。24年，首推创新培养模式-科技金融实验班，整合交大跨专业、跨院 系资源，鼓励学生深度参与科技成果转化全过程， ...

Core Viewpoint - The Tsinghua Wudaokou School of Finance aims to become a world-class financial institution with Chinese characteristics, as highlighted during the inaugural International Strategic Consultation Meeting held on May 17, 2025 [1][6]. Group 1: Meeting Overview - The meeting gathered prominent figures from finance, academia, policy, and international sectors, including former leaders and experts from various countries [3]. - Discussions focused on enhancing financial culture, addressing major issues in China's financial sector, and improving international collaboration [5]. Group 2: Recommendations and Future Directions - Participants emphasized the importance of deepening research on financial culture and Chinese financial thought, as well as providing effective policy recommendations for pressing issues like local government debt and real estate market excess [5]. - The need for the school to integrate innovative elements such as fintech and digital currencies into its curriculum was highlighted to adapt to future market changes [5]. - Artificial intelligence's impact on financial education and services was a key discussion point, with suggestions to incorporate AI technology into course design [5]. - The importance of green finance and sustainable development was also underscored, with calls for more research and educational activities in these areas [5]. Group 3: Institutional Commitment - The Tsinghua University administration expressed strong support for the Wudaokou School of Finance's development, aiming for significant contributions to national and global financial progress [6][8]. - The school plans to enhance its teaching quality, research capabilities, and internationalization efforts based on the valuable insights gained from the meeting [6][8].