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.


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
     - Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc. 
     - 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
     - Bruce Myers, CFA, Managing Director, Cambridge Associates
     - 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
    - George Hoguet, CFA, FRM, Chesham Investments, LLC
     - 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
     - Hendrick Lee, Co-Founder and Managing Partner, Palm Drive Capital
     - 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


Interested in sponsorship?
Contact Caitlin Goudreau.



Part 1

Part 2

Part 3

Part 4