Tuesday, September 04, 2018

BCIC & CFA Society Boston Conference 9/7: China from Inside and Outside - Investing in China

BCIC & CFA Society Boston Conference 9/7China from Inside and Outside - Investing in China

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

The China conference co-
organized 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.

2018.09.07@MIT Samberg Conference Center, Cambridge, MA
(6th Floor, 50 Memorial Dr, Cambridge, MA 02142)


12:30: Registration open

13:00 - 13:10: Welcome speech from BCIC and CFA Boston

13:10 - 14:10: Panel 1 Dragon’s Growth and Power – China’s Macro Outlook
·         Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
·         Qing (Gene) Ma 马青, 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
·         Jay Willoughby, Chief Investment Officer - The Investment Fund for Foundations (planned)
·         Sarah Samuels, Managing Director - Wellesley College Endowment
·         Kun Yang 杨坤, Director - PanAgora Asset Management, Inc.
·         Hedan Wang 王鹤丹, Debt Advisory and Services - ICBC New York 工商银行
·         Shen Dong 董申, Chief Investment Officer - China Merchants Bank, Private Banking (North America) 招商银行

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, Chesham Investments, LLC
·         Zu Cowperthwaite, Senior Director, Emerging Markets -DePrince, Race & Zollo, Inc.
·         Bin Shi 石彬, SVP, Portfolio Manager - Acadian Asset Management
·         Yin Luo 罗崟 , Managing Director and Vice Chairman - Wolfe Research
·         Thomas Coleman, Vice President - State Street Global Advisors

16:40 - 17:40: Panel 4 Too Disruptive to Ignore – Connecting the U.S. and China Through Innovation
·         Qi Pei 祁培, Managing Partner at Brain Robotics Capital (planned)
·         McFarlan, F. Warren, Professor of Business Administration - Harvard Business School; Guest Professor - School of Economics and Management, Tsinghua University
·         Derek Wang 汪晓宇, Founder & CEO - Stratifyd
·         Huiyao Wang 王辉耀, Founder and President - Center for China and Globalization (CCG) (planned) 中国与全球化智库

17:40 - 18:00: Networking Reception

Please register either through CFA Society website:

OR by the following link through Eventbrite:

Receipts for reimbursement will be available upon request.


CFA Society Boston is a non-profit professional society that has been a point of connection for the Boston investment community since 1946. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. Originally called the Boston Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Boston, Inc. in 2017. 

CFA Society Boston is New England’s largest membership organization for investment professionals with over 5,800 members. The membership represents over 650 investment firms and 94 percent of CFA Society Boston members hold the Chartered Financial Analyst designation from CFA Institute. To achieve this designation, members are required to pass a series of three intensive exams that equip financial professionals with superior analytical skills, real-world portfolio management experience, and high ethical standards. 

CFA Society Boston is a founding society of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 152,000 members in 163 countries and territories, including 145,000 CFA charterholders, and 148 member societies.

Boston Chinese Investment Club (BCIC) is a non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between US and China. Main activities include monthly seminars/gatherings and providing services to members, e.g financial training. If you want to join the mailing list for future activities, please click here or send email to boston.chinese.investment.club@gmail.com. If you are interested in participating future road shows, please contact us in advance: start ups please send business plans to roadshow@bcicglobal.org; investors or sponsors, please contactinfo@bcicglobal.org

The Chinese Finance Association (TCFA) is a government registered non-profit organization aimed at facilitating the exchange of ideas, knowledge and information on education, research and practice in finance and related areas between the US and China. TCFA seeks to bring together the collective wisdom and expertise of scholars and professionals active in the field of finance in an effort to help the development of capital markets in China. TCFA further seeks to serve as the central venue to service its members in their professional development. In pursuit of these goals, TCFA and its local chapters organize and sponsor a broad range of activities including the best paper awards, career development workshops, seminars and annual conferences. TCFA Boson chapter has nearly 1000 members.
MIT Sloan Greater China Club (Sloan GCC) is a voluntary, non-profit organization with the mission to build a close-knit community for the growing number of Sloan students. We hold activities related to Greater China region in areas including professional development, social gathering and cross-cultural communication.

BCIC Sponsors

Platinum Sponsor
E Fund Management Co., LTD. (http://www.efunds.com.cn/)

Gold Sponsors
Eastern Link Capital: (http://www.easternlinkcapital.com/)
Insigma Hengtian Software: (http://www.hengtiansoft.com/)
Mass Ave Capital
Yintech Investment Holdings (http://www.yintech.net)
Shanghai Zhangjiang Boston Enterprise Park (https://www.zjbostonpark.com/ )

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