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Event Details

Event Registration - The Impact of US and China Economic Decoupling on Institutional Investments

images/Events/CFA_Boston_RGB1.jpg
Date:
Friday, September 20, 2019
Time:
1:00 PM - 5:00 PM Eastern Daylight Time
Online registration is closed. Walk-ins may be accepted at the door pending availability.

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


12:30 PM - 1:00 PM Registration Opens

1:00 PM - 1:10 PM Welcoming and Introduction
  • George Hoguet, CFA, FRM, Chesham Investments, LLC, Board of Directors CFA Society Boston
  • Bonita Chen, Director BCIC, Officer State Street Bank & Trust

1:10 PM - 1:50 PM The Thucydides Trap - Overview of Current & Potential Tensions
  • Yasheng Huang, PhD, Epoch Foundation Professor of International Management MIT Sloan School of Management

1:50 PM - 2:25 PM Economic Outlook:
  • Yan Wang, Partner and Chief Emerging Markets & China Strategist at Alpine Macro

2:25 PM - 2:40 PM Afternoon Break

2:40 PM - 3:25 PM 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, Board of Directors CFA Society Boston
  • Zhu Chao, CEO, Asset Pro Group Holdings Ltd

3:25 PM - 4:25 PM Investing in China — Fundamental or Quantitative

Moderator:
  • Lillian Lin, Senior Vice President, Portfolio Manager, PIMCO
Panelist:
  • 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
  • Bin Shi, SVP, Portfolio Manager - Acadian Asset Management
  • Mike Chen, PhD, Director of Portfolio Management, PanAgora

4:25 PM - 5:00 PM The Trade War and the Sino American Rivalry
  • William H. Overholt, PhD, President, Fung Global Institute; Senior Research Fellow Ash Center for Democratic Governance and Innovation, John F. Kennedy School of Government, Harvard University


Online registration is closed. Walk-ins may be accepted at the door pending availability.

Address:
Courtyard By Marriott Boston Downtown
275 Tremont St
Boston, MA 02116
Description:Registration: $35