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Event Registration - China From Inside And Outside - Investing In China

Friday, September 07, 2018
1:00 PM - 6:00 PM Eastern Daylight Time

China from Inside and Outside - Investing in China

Registration is closed for this event. We are currently at capacity and cannot guarantee that walk-ins will be accepted.

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 attentions 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 U.S. Through a panel discussion format, we will explore opportunities and challenges in investing in the Greater China region.

13:00 - 14:00: Panel 1: Dragon’s Growth and Power – China’s Macro Outlook


  • Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
  • Qing (Gene) Ma, 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

14:00 - 15:00: Panel 2: Beyond Diversification – China in the Global Asset Allocation Arena

  • Bruce Myers, CFA, Managing Director, Cambridge Associates
  • Sarah Samuels, Managing Director - Wellesley College Endowment
  • Kun Yang, Director - PanAgora Asset Management, Inc.
  • Hedan Wang, Executive Director, Industrial and Commercial Bank of China (New York Office)
  • Matthew Wu, Chief Research Consultant - Voleen Investment Company

15:30 - 16:30: Panel 3: What About Alpha? – Active vs. Passive Investing and Market Access

  •   George Hoguet, CFA, FRM, Chesham Investments, LLC.
  • Zu Cowperthwaite, Co-Portfolio Manager, DRZ Emerging Market Fund
  • Bin Shi, SVP, Portfolio Manager - Acadian Asset Management
  • Yin Luo, Managing Director and Vice Chairman - Wolfe Research
  • Thomas Coleman, Vice President - State Street Global Advisors

16:30 - 17:30: Panel 4: Too Disruptive to Ignore • Connecting the U.S. and China Through Innovation


  •   Hendrick Lee, Co-Founder and Managing Partner, Palm Drive Capital
  • McFarlan, F. Warren, Professor of Business Administration - Harvard Business School; Guest Professor - School of Economics and Management, Tsinghua University
  • Derek Wang, Founder & CEO, Stratifyd
17:30 - 18:00: Networking Reception

Registration is closed for this event. We are currently at capacity and cannot guarantee that walk-ins will be accepted.
MIT Samberg Conference Center
50 Memorial Dr
Cambridge, MA 02142
Registration: $50
CFA Boston has determined that this event qualifies for 1 CE credit hour under the guidelines of CFA Institute's Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this event will be automatically recorded in your CE tracking tool.