CFA Society Boston and the Boston Chinese Investment Club Present:
The Impact of US and China Economic Decoupling on Institutional Investments

2019 AGENDA

12:30   Registration Opens
     
1:00 - 1:10:   Welcoming and Introduction
     - George Hoguet, CFA, FRM, CEO Chesham Investments, Board of Directors CFA Society of Boston
     - Bonita Chen, Director BCIC, Officer State Street Bank & Trust
     
1:10 - 1:40:   The Thucydides Trap – Overview of Current & Potential Tensions
     - Yasheng Huang, PhD, Epoch Foundation Professor of International Management MIT Sloan School of Management
     
1:40 - 2:30:   Economic Outlook
     - Yan Wang, CFA, Partner and Chief Emerging Market & China Strategist Alpine Macro (Tentative)
     - Yidong Zhang, CFAChief Investment Strategist Industrial Securities Co Ltd.
     - China PM #1
     
2:30 - 2:45:   Afternoon Break
     
2:45 - 3:30:   Asset Allocation & Portfolio Construction
    Moderator:
    - George Hoguet, CFA, FRM, Chesham Investments, LLC, Board of Directors CFA Society Boston
     Panelists:
     - Sarah Samuels, CFA, CAIA, Partner and Director of Public Markets, NEPC
     - Mike Chen, PhD, Director, Equity, PanAgora Asset Management
     - Zhu Chao, CEO, Asset Pro Group Holdings Ltd
     
 3:30 - 4:15:   Investing in China — Fundamental or Quantitative 
     Moderator:
     - Lilian Lin, Senior Vice President, Portfolio Manager, PIMCO
    Panelists:
     - Steve Xia, PhD, CFA, FRM, Senior Managing Director, Head of Quantitative Research and Analytics at Guardian Life, Professor of Practical Finance at Brandeis International Business School
     - Zu Cowperthaite, CFA, CAIA, Portfolio Manager, DePrince, Race, Zollo, Inc. (tentative) 
     - Bin Shi, Phd, CFA, Senior Vice President, Portfolio Manager, Acadian Asset Management
     - China PM #2
     
 4:15 - 5:00:   The Trade War and the Sino-American Rivalry
     - William Overholt, PhD, President, Fung Global Institute; Senior Research Fellow Ash Center for Democratic Governance and Innovation, John F. Kennedy School of Government, Harvard University
     

SPONSORSHIP OPPORTUNITIES

To sponsor this event, contact:
Stephanie Field, CAE
Chief Operating Officer, CFA Society Boston