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

BCIC & CFA Society Boston Conference 9/7: China 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:

https://www.cfaboston.org/store/events/registration.aspx?event=090718&expand=TRUE

OR by the following link through Eventbrite:

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, including 145,000 CFA charterholders, 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 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/ )

9/3 勞動節華裔工人參加向萬豪酒店示威遊行

9月3日星期一勞工節，全國多個州都發動勞工大遊行，在波士頓，酒店26號工會早在三月份便開始談判合約，合約影響五千個酒店工人，其中超過1800工人在萬豪酒店，工人要求有可負擔醫療保險、退休金保障，這是最基本的生活保障，但酒店沒有和工人達成協議。然而，萬豪酒店是最富有和賺錢較多的酒店，但老闆並不因此而感謝工人的勞動力，更不會分享他們的經濟成果。所以，26號工會懇請所有工人參加在勞工大遊行，到時會有華工參加靜坐，第一次在波士頓有華工參加靜坐，希望你們支持工人爭取最基本的尊重。

時間：9月3日，下午五時

集會地點：波士頓圖書館(Copley/玻璃樓）

華心中文、藝術學校及課後班9/8開放日

Huaxin Chinese School offers classes on Sunday morning will begin on 9/9; Huaxin School of Arts of classes on weekday evening and will begin on Sep 11; and the Enrichment Programs offers classes on  weekday after 3 pm.
華心中文學校9/9學期開始，華心藝術學校將從9月11日起，每週平日的晚上上課，課後班在平日的每天下午3點以後上課。

波士頓華埠街頭兩岸旗幟飄揚

街頭電線杆已掛出兩岸的中美國旗。

             (Boston Orange) 十月即將到來，波士頓華埠街頭的旗幟大戰，今年提早揭幕。青天白日滿地紅旗幟和五星旗再度並列爭輝。                                                              儘管海峽兩岸都只承認一個中國，但兩岸各自的生日，中華民國的十月十日，中華人民共合國的十月一日，卻實在太接近，這幾年，每到九月底，就上演旗幟卡位戰，青天白日滿地紅旗幟和五星旗瞬間掛滿華埠街頭。今年這場旗幟戰，還居然提前到八月底就上演了。                             波士頓僑教中心日前特地在臉書上發佈消息，感謝余麗媖，謝中之等僑胞讓青天白日滿地紅能夠級時在街頭飄揚。

            

陳毓璇，陳毓禮兩兄弟獲頒僑光獎章

華僑協會總會理事長黃海龍(右七)與華僑協會波士頓分會會長梅錫銳(右一)拜會紐英崙至孝篤親公所，和兩位主席，陳文山(右六)，陳文棟(左六)和陳毓璇(左八)，陳毓禮(左五)，紐英崙中華公所主席陳家驊(右五)等人合影。
(周菊子攝)

                                               

                      (Boston Orange 周菊子波士頓報導)華僑協會總會理事長黃海龍8月27日拜訪紐英崙至孝篤親公所，親自把兩枚”華光獎章”頒給在波士頓華埠人人稱之為”uncle”的陳毓璇，陳毓禮兩兄弟，表揚他們兩人對華人社區的貢獻。

黃海龍(右一)，陳惠俊(左)伉儷親自把"僑光獎章"送到陳毓璇(右二)，
陳毓禮(左二)兩兄弟手中。(周菊子攝)

1990年代中期，黃海龍曾任波士頓擔任僑教中心主任，並取得波士頓大學財務精算碩士學位。任滿調職後，歷任駐夏威夷僑務專員暨美國松鶴國際企業總裁，美國非牟利組織Mercy Corps的駐東亞暨太平洋大使，其後加入華僑協會總會，一路升遷至擔任理事長，期間和波士頓友人，尤其是黃官羨及黃氏宗親會，一直長期保持聯絡，也曾數度私下探訪。

宗親上香。(周菊子攝)

黃海龍這次回波士頓，頗為高調，不但到黃氏宗親會，還到波士頓國民黨分部，紐英崙中華公所拜會。又因為他太太陳惠俊也是至孝篤親的宗親，他和陳毓璇，陳毓禮相識多年，所以也特地到至孝篤親公所拜會，點香，祭祖，奉香油，還送出一幅他親筆題字的長軸，上書”至孝傳家久，篤親聚義長”，交給至孝篤親公所兩名主席陳文珊，陳文棟點收。

他這次到波士頓，主要是為出席他參與促成的”世界華僑總會”成立大會，同時還帶來三枚”僑光獎章”，分別頒給剛過89歲生日的陳毓璇，今年86的陳毓禮兩兄弟，以及也已年逾80的黃官羨。

黃海龍(中)送上香油，至孝篤親公所主席陳文棟(右)、陳文珊(左)
代表接受。(周菊子攝)

華僑協會波士頓分會會長梅錫銳(左)陪同總會會長黃海龍到至孝篤親
公所拜會。(周菊子攝)