In-Person Event - Inside the high-performing FX hedge fund from P/E Investments

Updated

Apr 2025

published

Sep 2024

Events and webinars

Hedge funds

Endowus hosts an in-person event with with P/E Investments

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Join us for an upcoming in-person event with P/E investments

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About P/E Investments‍

Founded in Boston in late 1995, the firm manages approximately USD 19 billion and has over 100 employees. Over 80% of assets under management are institutionally managed, coming from sovereign wealth funds, pension funds and endowments.The two portfolio managers, Warren and David, have been with the fund since its inception in 2003.

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About the Speakers

David J. Souza Jr., Portfolio Manager and Co-Head of Research at P/E InvestmentsYulin Liu, Investment Lead at Endowus
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David joined P/E Investments in September 2000. He is a member of the firm’s Management Committee, serving as portfolio manager and Co-Head of Research. Mr. Souza has completed his Series 3 registration for trading futures and options, and is registered as an Associated Person with the National Futures Association. From 1999 to 2000, Mr. Souza worked for the retail brokerage division of Legg Mason Wood Walker. Mr. Souza holds a B.S. in Finance, magna cum laude, from Babson College, and a Master’s Degree from the Statistics Department at Harvard University. Mr. Souza is a member of Phi Theta Kappa, and a recipient of the Alden Scholarship.

Hugh Chung, Chief Investment Officer at Endowus
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Hugh has more than 20 years of experience in the asset management and financial advisory space in Asia. In his previous role as the Chief Investment Officer for a single family office, he was responsible for strategic asset allocation, portfolio construction and fund selection across all regions and asset classes. In his current role, Hugh leads the integration of investment functions and strategies across the Endowus Group, comprising the Endowus digital platform, Endowus Private Wealth, and Carret Private. He oversees the centralised Investment Office, which provides group strategic direction on the expert curation and management of all investment solutions across public and private markets, for individual and institutional investors in Singapore and Hong Kong.

Disclaimers

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Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

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Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

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