Investing In China

CFA Society Boston's China Inside And Outside Seminar

China, an economic miracle for past decades, has also developed the world’s second biggest financial market. MSCI’s decision to include China A shares in its global indices attracts further attention and capital flows. In the meanwhile, Chinese investors are looking abroad for their asset allocation decisions.

The China conference, co-arranged by the Boston Chinese Investment Club (BCIC) and CFA Society Boston, will bring together thought leaders and finance practitioners from both China and the US. Through a panel discussion format, we will explore opportunities and challenges in investing in the Greater China region.

2018 AGENDA

12:30   Registration Opens
     
13:00 - 13:10:   Welcoming Remarks by BCIC and CFA Society Boston
     
13:10 - 14:10:   Panel 1 The Dragon at a Crossroads — China's Macro Outlook
     Moderator: 
     - Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc. 
     Panelists:
     - Qing (Gene)  Ma, PhD, Chief China Economist, Institute of International Finance
     - William H. Overholt, President, Fung Global Institute; Senior Research Fellow, John F. Kennedy School of Government, Harvard University
     
14:10 - 15:10:     Panel 2 Beyond Diversification — China in the Global Asset Allocation Arena
     Moderator:
     - Bruce Myers, CFA, Managing Director, Cambridge Associates
     Panelists:
     - Sarah Samuels, CFA, CAIA, Managing Director, Wellesley College Endowment
     - Hedan Wang, Head of Asset Management, ICBC Financial Services
     - Matthew Wu, Chief Research Consultant, Voleen Investment Company Ltd.
     - Kun Yang, PhD, CFA, Director, PanAgora Asset Management, Inc.
     
15:10 - 15:40:   Afternoon Tea Break
     
15:40 - 16:40:   Panel 3 What About Alpha? — Active vs. Passive Investing and Market Access
    Moderator:
    - George Hoguet, CFA, FRM, Chesham Investments, LLC
     Panelists:
     - Zu Cowperthwaite, CFA, Co-Portfolio Manager, DRZ Emerging Market Fund
     - Bin Shi, PhD, CFA, SVP, Portfolio Manager, Acadian Asset Management
     - Yin Luo, CFA, Managing Director and Vice Chairman, Wolfe Research
     - Thomas Coleman, CFA, Vice President, State Street Global Advisors
     
 16:40 - 17:40:   Panel 4 Too Disruptive to Ignore – Connecting the U.S. and China Through Innovation
     Moderator:
     - Hendrick Lee, Co-Founder and Managing Partner, Palm Drive Capital
    Panelists:
     - F. Warren McFarlan, DBA, Professor of Business Administration, Harvard Business School; Guest Professor, School of Economics and Management, Tsinghua University
     - Derek Wang, Founder & CEO, Stratifyd 
     
 17:40 - 18:00:   Networking Reception
     
    Event co-chairs:
     - Jula Yuan, CFA, Director, BCIC; Manager, Research, Arrowstreet Capital 
     - Bill Li, CFA, CAIA, Senior Investment Officer, Mass PRIM

SPONSORS

 
 
 
 
 
Interested in sponsorship?
Contact Caitlin Goudreau.

 

2017 CONFERENCE VIDEOS

Part 1

Part 2

Part 3

Part 4