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BCIC - 9/7 共話中國投資 Venture Summit

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)

Agenda:

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
Moderator:
·         Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
Panelists:
·         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
Moderator:
·         Jay Willoughby, Chief Investment Officer - The Investment Fund for Foundations (planned)
Panelists:
·         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
Moderator:
·         George Hoguet, Chesham Investments, LLC
Panelists:
·         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
Moderator:
·         Qi Pei 祁培, Managing Partner at Brain Robotics Capital (planned)
Panelists:
·         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.



Co-Organizers

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/ )


Call of Startup Business Plan
2018 Fall BCIC US-China Venture Summit
(Boston,USA)
Organizers
Boston Chinese Investment Club (BCIC)
MIT Sloan Greater China Club (GCC)
Partners
Venture Capital Funds from US and China

【Introduction】
Boston Chinese Investment Club (BCIC) Venture Capital Initiative launched in 2017 has helped at least three startups raising capital (USD and Yuan) successfully through our network, and assisted multiple teams in expanding their business into China market or finding China local partners. We has received positive feedbacks from all participating parties and proposals of cooperation from more institutions.
The 2018 Fall US-China Venture Summit will be held in Boston this September 2018. The event, co-sponsored by MIT GCC, multiple venture capital funds from US and China, will focus on the cutting edge development in life science and technology (including artificial intelligence, new material, microelectronics, and etc.), to help reconnecting between startups and investors.
Two sectors, life sciences and technology, will be held at the same time during the summit. Within each sector, the seminar will consist of keynote speeches, panel discussions, and public road shows for invited startups. At this time, we would invite entrepreneurial projects to seize this opportunity. Benefits for startup projects include
  • Public roadshow during the summit or monthly private roadshows afterwards
  • High exposure to thousands of professionals and investors
  • Potential fundraising opportunities from our broad network of (100+) institutional investors
Please send your project profile and your company’s business plan to roadshow@bcicglobal.org by September 22, 2018.


【Organizers】
Boston Chinese Investment Club
Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/investment and related areas between US and China. Main activities include monthly seminars and roadshows. Join the BCIC mailing list to get our latest event information and job postings by registering for our events or send an email to boston.chinese.investment.club@gmail.com. Please feel free to contact us if you are interested in participating in future roadshows or monthly events.
Startups please send your business plans to roadshow@bcicglobal.org . Investor or sponsors please contact us at info@bcicglobal.org

【Invitation】BCIC 2018 年度重磅,携手CFA共话中国投资!


关注公众号获取更多BCIC活动资讯!
官方网站:www.bcicglobal.org

金融和投资界的朋友们请注意!

2018年度最值得关注的活动之一,9.7号让我们携手国际金融权威机构CFA共话中国投资!

中、美两地著名金融机构的专家(哈佛,MIT,Cambridge Associate,工行纽约、招行纽约、PanAgora、Acadian、SSgA、IIF、HMC)齐聚波士顿,就中美经济关系,资产分配,主动与被动投资以及科技发展展开系列对话。更多嘉宾还有知名机构都在不断加盟中。

请不要错过这个波士顿地区一年一度的金融峰会。有会议,也有和嘉宾深度接触的VIP dinner。席位有限,欢迎速速报名!
【名额有限,请务必报名参加】


China from Inside and Outside - Investing in China
The China conference co-organized by the Boston Chinese Investment Club (BCIC) and CFA Society Boston
【By Registration Only】

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 attractedfurther 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)



Agenda:

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
      Moderator:
  • Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc
Panelists:
  • Qing (Gene) Ma 马青, Chief China Economist - Institute of International Finance
  • William H. Overholt, President - Fung Global Institute; SeniorResearch 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, Managing Director - Cambridge Associates
Panelists:
  • 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
Moderator:
  • George Hoguet, Chesham Investments, LLC
Panelists:
  • Zu Cowperthwaite, Portfolio Manager -DRZ Emerging Market Fund.
  • 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
Moderator:
  • Qi Pei 祁培, Managing Partner at Brain Robotics Capital (planned)
Panelists:
  • 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

17:40 - 18:00: Networking Reception

Please register either through CFA Society website:
https://www.cfaboston.org/store/events/registration.aspx?event=090718&expand=TRUE

OR by the following link through Eventbrite ("Read More" (阅读原文)below) :
https://www.eventbrite.com/e/china-from-inside-and-outside-investing-in-china-2018-tickets-48360053221

Receipts for reimbursement will be available upon request.



Co-Organizers

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, including145,000 CFA charter holders, and 148 member societies.



www.bcicglobal.org
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 send email to boston.chinese.investment.club@gmail.com. If you are interested in participating in future roadshows, please contact us in advance: startups please send business plans to roadshow@bcicglobal.org; investors or sponsors, please contact info@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 the Greater China region in areas including professional development, social gathering, and cross-cultural communication.




Event Sponsor

Headquartered in Shanghai Lujiazui, Wind Information is the leader in China’s financial services industry. We are committed to providing accurate and real-time information as well as sophisticated communication platforms for financial professionals. Founded in 1994, with over 3,000 employees, Wind Information has been the winner multiple times in Key Software Enterprise Accreditation within National Programming Layout, ShanghaiHigh-Tech Enterprises, Shanghai Technology Giant Enterprises, ShanghaiInnovative Service Industry Enterprises, and more. 

BCIC Sponsors

Platinum Sponsor
E Fund ManagementCo., 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/ )


往期精彩活动回顾



For future BCIC events, please visit us on the website at www.bcicglobal.org, or scan our Wechat QR Code at the bottom.


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