The Chinese Finance Association (TCFA) Boston Chapter
2016 Spring Reception
Theme: Darkest before Dawn? Challenges and Opportunities in Emerging Markets/China
You are cordially invited to TCFA (The Chinese Finance Association) Boston Chapter 2016 Spring Reception. It will feature a panel discussion on the challenges and opportunities in emerging markets/China. The emerging markets in general have been on a tough path since April 2011. Moreover, recent market turmoil suggests that the sluggish growth in emerging markets starts to take a toll on the developed economy. A lot of questions arise regarding the drivers behind EM slowdown, its impact on the global economy, potential solutions, as well as opportunities in today’s market. We are delighted to have a group of highly experienced industry/academic experts to share with us their insightful perspectives.
This is one of few largest annual financial receptions in Boston. Attendants are from both financial industry and academia. Please don’t miss this great social event.
Organizer: TCFA Boston (www.tcfaglobal.org) and Harvard CSSA (http://hcssa.org)
Sponsor: Hengtian (http://www.hengtiansoft.com)
Venue: Harvard University, Northwest Building B-103, 52 Oxford Street, Cambridge MA
Time: March 31st 2016, Thursday 6:30-9:00 pm
Speakers
George R. Hoguet, CFA, FRM
Managing Director, Global Investment Strategist, State Street Global Advisors
Gita Rao, Ph.D
Senior Lecturer in Finance and Associate Faculty Director of Master of Finance Program, MIT Sloan School; Founder and President, Aspari Capital, LLC
Wenhua Zhang, CFA
Managing Partner, Azia Capital Partners LLC
Liz Su, CFA (Moderator)
Global Equity Analyst/Emerging Markets, Boston Common Asset Management
Language: English
Dressing code: business formal/casual
Agenda
6:30 – 7:00 pm Registration
7:00 – 8:30 pm Panel Discussion and Q&A Session
8:30 – 9:00 pm Networking
Registration Link:
http://www.tcfaglobal.org/index.php/en/events/details/149-tcfaboston01.html
Register before 3/27: $10 cash will be collected at the event.
Register after 3/27 or at the gate: $15 cash will be collected at the event.
Only cash will be accepted.
Harvard students are free of charge with a valid Harvard student ID required at entrance.
Yours sincerely,
TCFA Boston
tcfaboston@gmail.com
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Speaker bios
George R. Hoguet, CFA, FRM
Managing Director, Global Investment Strategist, State Street Global Advisors
George is a Managing Director and Global Investment Strategist in the Investment Solutions Group at SSGA. George works with large pools of capital on economic, investment policy and portfolio management issues and for several years headed the firm’s active emerging markets strategy. He is a member of the firm’s Senior Leadership Team.
Previous positions include pension fund consulting at the Frank Russell Company and investment management at Baring Asset Management in London. From 1981-1985 George served at the U.S. Treasury Department, first as U.S. Alternate Executive Director to the World Bank and, subsequently, as Principal Deputy Assistant Secretary of the Treasury for International Affairs.
His prior and current affiliations/directorships include: Bretton Woods Committee, Chinese Finance Association, President Boston Economic Club, Executive Committee of the Boston Committee on Foreign Relations, Executive Committee Boston Society of Security Analysts; Visiting Committee Weatherhead Center for International Affairs at Harvard, Council on Foreign Relations and Chair of the Investment Committee of the Middle East Institute. He is currently a Trustee of The CFA Institute Research Foundation and on the Advisory Board of the Official Monetary and Financial Institutions Forum (OMFIF.)
He has published in The Journal of Portfolio Management, Bank for International Settlements papers, Emerging Markets Review, the Financial Times, Pensions and Investments and many other industry and academic journals. He is an accredited speaker for the CFA Institute and has presented at the National Bureau of Economic Research and other academic and industry fora. George is a graduate of Harvard College and Harvard Business School.
Gita Rao, Ph.D
Senior Lecturer in Finance and Associate Faculty Director of Master of Finance Program, MIT Sloan School; Founder and President, Aspari Capital, LLC
Gita is the founder and president of Aspari Capital, a consultancy focused on quantitative research and portfolio strategies for institutional investors. Ms. Rao has worked in the capital markets for over two decades as a research analyst and portfolio manager. She has managed a variety of investment strategies including global long-short, global asset allocation and global balanced portfolios for institutional and retail investors, both US and offshore.
Dr. Rao has served as a president of the Society of Quantitative Analysts, on the editorial board of theFinancial Analysts Journal, and on the board of trustees of the Research Foundation of the CFA Institute. She holds a PhD in finance and accounting from the University of Rochester, an MBA from the Indian Institute of Management, Ahmedabad, and a BA in economics from Delhi University’s St. Stephen’s College in India.
Wenhua Zhang, CFA
Managing Partner of Azia Capital Partners LLC
Wenhua Zhang is Managing Partner of Azia Capital Partners LLC where he advise clients portfolios to suit their long-term financial goals using both ETFs and internally managed, customized equity portfolios. His previous experience spans university endowment, mutual fund and hedge fund, including Senior Vice President and Portfolio Manager of Harvard Management Company, Director of Brookside Capital (public investment unit of Bain Capital), and Vice President and Investment Analyst at T Rowe Price Associates. He got his MBA in Finance from the Wharton School at University of Pennsylvania and BA in English from Ocean University of China. He also serves on the Investment Advisory Committee for the City of Newton and Parents Committee of Phillips Exeter Academy.
Liz Su, CFA
Global Equity Analyst/Emerging Market, Boston Common Asset Management.
Liz is a member of the Emerging Markets Portfolio Management team at Boston Common Asset Management, a leading Global sustainability investment manager. She joined Boston Common in 2014, bringing investment experience spanning Emerging Markets equities, Global Developed Markets, and quantitative research. She most recently served as a Portfolio Manager with Batterymarch Financial Management on the Emerging Market Equities team and had prior experience with Standish Mellon Asset Management and an economics consulting firm. Liz earned a BA in international finance from Wuhan University (China), a master’s degree in economics from Tufts University and an MBA from the MIT Sloan School of Management. She is a CFA charter holder and a member of the Boston Security Analyst Society.
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Organizers:
The Chinese Finance Association (TCFA) was founded in the U.S. in 1994. TCFA has served as a central venue for Chinese professionals and students to exchange ideas, to learn from each other, and to advance their careers. Since the beginning, TCFA has served as a bridge between the U.S. and China in the field of finance. We have organized international conferences and hosted many delegates from China. Some of our former directors and current members presently serve as government officials and private sector professionals in China. TCFA is proud of its non-profit status, as our teams and board members all work on a volunteer basis.
Harvard CSSA is the largest student group at Harvard University and is one of the most influential Chinese student groups in U.S. HCSSA is dedicated to the goal of promoting social, intellectual and cultural activities for Chinese students and scholars at Harvard University and for other interested members of Harvard community.
全美华人金融协会(The Chinese Finance Association, TCFA) 于1994年在美国成立，是华人金融领域数一数二的全球大型“非盈利性”组织。 协会现有近一千五百余名会员分布在美国、香港、中国大陆和世界其它国家地区。会员包括世界各大投资银行，基金管理公司,金融咨询服务公司的研究人员和经理,金融监管机构和政府部门精英，各个主要学术研究机构的教授和学生及其他关注中国金融发展志愿中美金融合作和交流的专家人士。 全美华人金融协会经常性地组织各种研究和交流活动,为广大会员提供职业和社交服务,并积极为中国金融业的发展提供人才和建议。协会定期举行学术年会。协会本部设在纽约，并在波士顿，华盛顿，旧金山，伦敦，香港，北京和上海等金融中心设有分会负责接待工作,并组织演讲和联谊活动。
哈佛大学中国学生学者联合会（HCSSA）成立于1994年，至今已有二十余年的历史，是哈佛最大的学生学者组织，也是全美最具影响力的华人组织之一。HCSSA 的会员包括哈佛大学在校中国学生学者，哈佛大学全球华人校友，以及在大波士顿地区工作生活的华人华侨，共计一万人。HCSSA 的宗旨是服务哈佛以及大波士顿地区广大华人学生学者，团结校友、华人华侨，弘扬中华文化，促进中美学术、文化等方面的交流与理解。放眼未来，HCSSA致力于成为海外学子与祖国的纽带，成为分享价值的平台，成为实现梦想的桥梁，成为中美交流的窗口。