THOUGHT LEADERSHIP IN THE AREAS OF:

• Global financial and economic trends, global trade, US/China relations, multi-asset strategies in equity, fixed income, currency.

• Climate Impact Investing: Green tech innovation, low carbon transitions investment trends, net-zero carbon economy, government policies,

• ESG ETFs research, ESG measurements and materiality, ETF selection, ETF managed solutions

• Gender and racial diversity, women's leadership and inclusive corporate culture.

MEDIA REQUESTS:

We are active contributors to industry conferences and financial media. Please contact us for media and event speaking request: info@purviewinvestments.com, or by filling out the contact form under the CONTACT tab.

MEDIA, SPEAKING, PUBLICATIONS IN 2020, 2021:

• Media Interview: What does a eco-friendly future look like in 2035, if the U.S. achieves its goal of 100% clean power grid”, an interview with TrueCast, March 5, 2021.

• Research Publication: “Investing at the Dawn of a New Industrial Revolution”, Linda Zhang, ETFTrends.com, February 16, 2021.

• Bloomberg TV: Back to Bloomberg TV, Linda Zhang of Purview Investments on US/China Relations under Biden and Green Investment Opportunities, February 11, 2021 (Segment starts at 26:15)

• Event Speaker: “Resilience, Redemption, and Effective Leadership: An Interview with Dr. Lissa Young, Professor of Leadership and Management at West Point, Women in ETFs Global Conference. January 26, 2021.

• Research Publication: “The Rise of Electric Transportation”, A PM Research Series by Linda Zhang, Purview Investments, December 28, 2020.

• Research Publication: “The Rise of Renewable Energy - Electrification of the Economy”, A PM Research Series by Linda Zhang, Purview Investments, October 29, 2020

• Event Speaker: “The Future of Asset Management Industry”, CFA Society New York Annual Celebration 2020, October 29, 2020.

• Bloomberg TV: Purview’s Linda Zhang appeared on Bloomberg America Market on China’s next phase of growth engines. October 28, 2020.

• Webinar Speaker: “How to Select Stocks Using ESG Criteria”, CFRA Webinar, October 21, 2020

• Conference Speaker: “Exploring the Institutional Use of ETFs - The Rise of ESG ETFs ”, etfLIVE North America, October 22, 2020.

• Media Interview: “Dr. Linda Zhang on the 5 Essentials for Smart Investing for the Young Generation”, Authority Magazine, October 20, 2020.

• Research Publication: “New Investing Themes for a New Decade”, Linda Zhang’s paper selected by the special publication by Real Assets Advisors, October 1, 2020.

• Research Publication: “The Great Divide: Sector Performance Divergence”, by Linda Zhang, SoFi Investment Blog, September 22, 2020

• Conference Speaker: “Key Drivers of the Growth and Success of ETFs Globally”, WLTH 2020, September 16, 2020.

• Conference Speaker: “The Implications for Responsible Investing in Pandemic Crisis”, WLTH 2020, September 16, 2020.

• Conference Speaker: “Modern ETFs: Making Sense of Issues Facing a Rapidly Growing Market“, The Trading Show Americas, September 16, 2020.

• “TrueCast Webinar: “ESG Investing Today” with Portfolio Managers Linda Zhang and Jordan Waldrep", September 9, 2020.

• Research Publication: “2020 - What Does the Global Pandemic Teach Us about ESG Investing”, by Linda Zhang, ETF Express.com, August, 13, 2020.

• Research Publication: “ESG ETFs in the Era of Global Pandemic and An Active Approach in ESG Investing”, by Linda Zhang, ETF Trends.com, May 23, 2020.

• Bloomberg Radio: Purview’s Zhang discussed long lasting ESG related investment themes beyond pandemic at Bloomberg Radio Daybreak Asia”, May 12, 2020.

• Podcast ETF Working Lunch: Sizing Up ESG Investing”, April 6, 2020, ETF.com

• Research Publication: “ESG ETFs: Weathering Epic Market Turbulences”, by Linda Zhang, a whitepaper on TrueMark Investments website, April 3, 2020.

• Research Publication: “Digest China’s PMI numbers in February”, Purview Investment Market Research, March 1, 2020.

• Research Publication: “Virus Epidemic: Impact on Global Economy, Capital Markets and Investment Implications", by Linda Zhang, Purview Investments, published on ETF.com, February 28, 2020

• Bloomberg Radio: Purview’s Zhang appeared as a guest at Bloomberg Radio Daybreak Asia, discussing the impact of coronavirus on China’s economy, communities, global companies.”, February 27, 2020.

• Conference Speaker: “Emerging Markets Panel: ESG Movement and Investment Opportunities”, Inside ETFs, Florida, January 27, 2020.

BEFORE 2020

FINANCIAL MEDIA (Interviews on TV, Radio, Podcast and Prints)

Bloomberg Radio: Purview’s Zhang discussed her recent trips in China on consumers embracing facial recognition tech and environmental programs in China, with Asia Daybreak hosts Bryan Curtis and Juliette Saly, July 18, 2019.

• The ETF Experience: “Where Quant and ESG Collide”, Purview’s Zhang spoke with host Phil Pak on his podcast program on environment, women in ETFs, investing, plus personal journey, food and travel, May 9, 2019.

• Bloomberg Radio: Linda Zhang, talked about ESG and low carbon solutions to multi-asset investing and trade wars with Rishaad Salamat and Bryan Curtis on Daybreak Asia. February 21, 2019.

• Bloomberg TV: Purview’s Zhang speaking about global economy and low-carbon investment strategies with hosts Alix Steel and Lisa Abramowicz ,Daybreak America, February 8, 2019.

• Wall Street Journal Report Quoted Purview's Linda Zhang on "US Renewable Energy ETFs Kick Off Year With High Performance", February 5, 2019

• Asset TV interview: “ETFs Leader Wants Wall Street CEOs One-Third Female”, an interview by host Laura Keller, September 26, 2018.

• “Impact ETFs Offer Advisors New ESG Opportunities”, an interview by Paul Ellis, Investopedia, September 11, 2018.

• "How One Non-profit Hopes to Eliminate "Manels", an interview by Bridget Doyle, Mutual Fund Wire, August 6, 2018.

• Q&A with Business Insider, "An ETF veteran explains how she is trying to close the gender gap in asset management industry", Kiki O'keeffe, August 2, 2018.

• Bloomberg Forum Video: "ETFs Pass Another Test (And Why It Will Never Be Enough for Critics)", a panel with Eric Balchunas, Reggie Brown, Eric Pollackov and Todd Rosenbluth, July 20, 2018.

• ETF Prime Podcast: What's Driving Flows and The Future of ESG Investing, an interview with Nate Geraci, The ETF Store, July 11, 2018.

• "The benefits of ESG Investing", Purview's Linda Zhang was interviewed by the Joint Venture Events Group, July, 9, 2018. 

• Linda Zhang of Purview Investments was interviewed for the article: "Vanguard Plans to Enter ESG ETF Space", Jeff Schlegel, ETF Advisor, June 27, 2018. 

• “Why ESG Principles Could Affect Your Traditional Portfolios?”, a video with MarketWatch, April 19, 2018.

• "Potential Trade War Worries Advisers", interviews by Lara Crigger, ETF.com, April 9, 2018.

• Bloomberg TV ETF IQ: Live interview of Linda Zhang with Alix Steel: When Passive Investors Become Active, Bloomberg TV Studio, New York, February 21, 2018.

• Inside ETFs: Zhang On Active ESG Investing, ETF.com video interview with Cinthia Murphy, February 12, 2018.

• A Lead Article on ETF Express: ETF Industry Veteran Launches Actively Managed ETF Portfolio Business, an interview with Beverly Chandler at ETF Express, February 1, 2018.

• Women in ETFs News Release highlighting career and mentorship programs, where Zhang is quoted about the significance of the one-on-one mentorship programs in various WE local chapters globally, September 12, 2017.

• Bloomberg Interview: "Performance vs. Principles", Purview's Zhang on "Secret Sauce" ESG ETFs", August 2, 2017.

  RESEARCH PUBLICATIONS

• “Seven Reasons Why Trade Tariffs to China Are Ineffective, Harmful to the U.S. Firms”, by Linda Zhang, published on ETF Trends, May 13, 2019.

• Journal Publication: "Leveraged ETFs: Are You Prepared for the Volatility Jumps? Global Perspectives on the Short-Term versus Longer-Term Risk Profiles", Linda Zhang, Journal of Index Investing, Summer 2018, May 31, 2018.   

• "ETF Research Insight: Facebook, Corporate Governance, Impact of ESG Investing", Purview Investments research post, March 28, 2018.

• Research Publication: "How ESG Impacts Mainstream Investing", the ETF Advisor Magazine, May 1, 2018.

• ETF.com Market Outlook Interview: "Here is what advisors are worried about", by Cinthia Murphy, June 13, 2017

• Research publication on ETF.com:"Chinese ETFs: All things considered", October 27, 2016

• Research publication on ETF.com:"Chinese ETF industry: Short History, Rapid Growth", November 3, 2016

  CONFERENCE SPEAKING

• Conference Speaker: “The Growing Number of Roles that ETFs Can Play in Your Portfolio”, Conference Speaker: “The Growing Number of Roles that ETFs Can Play in Your Portfolio”, Ned Davis Research Annual Conference, Boston, April 19, 2019, Boston, April 19, 2019.

• Conference Speaker: "ESG, Materiality and Measurement". Purview's Zhang moderated this panel at Fordham Impact Investing Conference, New York City, December 12, 2018.

• Research presentation on short-term volatility jumps of leveraged ETFs at QWAFAFEW NYC, October 29, 2018.

• Conference Speaker: “ESG: Where the Opportunities Lie in This Burgeoning Space”, ETF Strategist Summit, Dallas, TX, October 16, 2018.

• Conference Speaker: "Investing for Next Wave", IMN Global Indexing and ETFs Conference, Dana Point, June 24, 2018.

• Conference Speaker: "Active Management: Why This Time Is Different", a panel with Dave Nadig, Eric Balchunas, Rich Powers, Inside Smart Beta and Active ETFs Summit, New York City, June 7, 2018.

• Conference Speaker: "The Intersection of ETFs and ESG Investing", a panel with Linda-Eling Lee andDavid Nadig, Skytop Strategy's ESG4 Summit, April 5, 2018.

• Conference Panel Speaker: "10 Questions in 20 Minuets with Matt Hogan", Inside ETFs, Asia, November 1, 2017, Hong Kong.

• Conference Panel Speaker: "ESG ETFs Who's Who: The State of ESG ETFs Industry", IMN Global Indexing and ETF Conference, June 25, 2017

• Conference Panel Speaker: "The Transformation of ETF Industry", speaking on the latest industry trends on products and technology, IMN Global Indexing and ETF Conference, June 25, 2017

• Industry Panel Moderator: "How ETFs have bought new life to quantitative investing", QWAFAFEW Group NYC, May 23, 2017