BCIC & CFA Society Boston Conference 9/20:
Decoupling – Investment Implications of US & China Economic Tension
波士顿华人投资协会携手CFA Boston于9月20日下午1点至五点，在Courtyard by Marriott Boston Downtown举办年度中国投资论坛峰会。业界精英及学术翘楚齐聚一堂。在当今中美贸易摩擦逐渐升温的环境下，共同探讨未来展望，投资机会及其对全球经济影响。
China, an economic miracle of the past decades, has also developed the world’s second biggest financial market. Meanwhile, as the trade war between China and the United States continues, the ongoing tariff battle remains an important risk factor and a challenge for China to maintain high growth.
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 the opportunities and challenges in investing in the Greater China region, as well as the trade-war impact on global supply chain and technology transition.
The conference will cover investment implications of US & China economic tension.
2019.09.20 1-5PM Eastern Daylight Time @ Courtyard by Marriott Boston Downtown
(275 Tremont St, Boston, MA 02116)
Agenda
Welcoming and Introduction
- George Hoguet, CFA, FRM, Chesham Investments, LLC, Board of Directors CFA Society Boston
- Bonita Chen, Director of BCIC, Officer State Street Bank & Trust
The Thucydides Trap – Overview of Current & Potential Tensions
- Yasheng Huang, PhD, Epoch Foundation Professor of International Management MIT Sloan School of Management
Economic Outlook
- Yan Wang, CFA, Partner and Chief Emerging Market & China Strategist Alpine Macro
Asset Allocation & Portfolio Construction
Moderator:
- George Hoguet, CFA, FRM, Chesham Investments, LLC, Board of Directors CFA Society Boston
Panelists:
- Sarah Samuels, Partner and Director of Public Markets, NEPC
- Mike Shen, Phd, Director, Equity, PanAgora Asset Management
- Zhu Chao, CEO, Asset Pro Group Holdings Ltd
Investing in China — Fundamental or Quantitative
Moderator:
- Lillian Lin, Senior Vice President, Portfolio Manager, PIMCO
Panelist:
- Steve Xia, PhD, CFA, FRM, Senior Managing Director, Head of Quantitative Research and Analytics at Guardian Life, Professor of Practical Finance at Brandeis International Business School
- Bin Shi, SVP, Portfolio Manager – Acadian Asset Management
The Trade War and the Sino American Rivalry
- William H. Overholt, PhD, President, Fung Global Institute; Senior Research Fellow Ash Center for Democratic Governance and Innovation, John F. Kennedy School of Government, Harvard University
Register by the following link through Eventbrite:
Receipts for reimbursement will be available upon request.
or please register either through CFA Society website:
https://www.cfaboston.org/store/events/registration.aspx?event=092019&expand=TRUE
SPEAKER BIOS
George Hoguet, CFA, FRM, CEO Chesham Investments, Board of Directors CFA Society of Boston
George Hoguet is a private investor and most recently was a Managing Director and Global Investment Strategist in the Investment Solutions Group at State Street Global Advisors. At SSgA he worked with large pools of capital on economic, strategic and investment policy issues and for several years headed the firm’s active emerging markets strategy. Previous positions include pension fund consulting at the Frank Russell Company and portfolio management at Baring Asset Management. 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. He is currently a Trustee of The Research Foundation of CFA Institute and on the Advisory Board of the Official Monetary and Financial Institutions Forum (OMFIF.)
Yasheng Huang, Phd, Epoch Foundation Professor of International Management MIT Sloan School of Management
Between 2013 and 2017, he served as an Associate Dean in charge of MIT Sloan’s global partnership programs and its action learning initiatives. His previous appointments include faculty positions at the University of Michigan and at Harvard Business School. He has held or received prestigious fellowships such as the National Fellowship at Stanford University and the Social Science Research Council-MacArthur Fellowship. He was named by the National Asia Research Program as one of the most outstanding scholars in the United States conducting research on issues of policy importance to the United States. He is or has been a Fellow at the Center for China in the World Economy at Tsinghua University, a Research Fellow at Shanghai University of Finance and Economics, a Fellow at William Davidson Institute at Michigan Business School, and a World Economic Forum Fellow. He has served as a consultant at World Bank, Asian Development Bank, and OECD and is serving on a number of advisory and corporate boards of non-profit and for-profit organizations.
Yan Wang, CFA, Partner and Chief Emerging Market & China Strategist Alpine Macro
Yan spent 15 years at BCA Research where he was the firm’s Chief China Strategist and Managing Editor of BCA China Investment Strategy from 2005 to 2017. Prior to joining BCA, he spent six years as an equity analyst in China and Hong Kong.
Sarah Samuels, CFA, CAIA, Partner and Director of Public Markets NEPC
Sarah is a partner at NEPC and oversees the firm’s Public Markets team. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds. Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios, including US equities, developed international equities, emerging market equities, frontier equities, treasuries, inflation-linked bonds, credit, and emerging markets debt.
Mike Chen, Phd, Director, Dynamic Equity, PanAgora Asset Management
Dr. Chen is a Portfolio Manager for Global and International portfolios in Dynamic Equity, and ESG portfolio. Researcher with research interests in ESG, machine learning/alternative data, and China A shares. Previously, Dr. Chen was a Portfolio Manager at Blackrock, Senior Capital Market Analyst at Google, and Interest Rate Derivative Trader at Morgan Stanley.
Ronald Hua, CFA, Co-Founder of Qtron Investments
Prior to Qtron Investments, Ronald was a partner at Goldman Sachs Asset Management (GSAM) and served as a Chief Investment Officer in the Quantitative Investment Strategies Group from 2011 to 2016. While at GSAM, he oversaw active quantitative equity strategies and GSAM Insights Funds totaling $25B. Before GSAM, Ronald was the Chief Investment Officer of Equities at PanAgora Asset Management and oversaw Dynamic Equity products with Dr. Kantsyrev. Prior to PanAgora, Mr. Hua was a portfolio manager at Putnam Investments for five years managing international and US small-cap funds. Before that, he was a quantitative research analyst at Fidelity Management and Research Company.
Zhu Chao, CEO Asset Pro Group Holdings Ltd
Mr. Zhu Chao formerly worked at JP Morgan Chase in London and Royal Bank of Scotland in Hong Kong, focusing on global financial institution’s mergers and acquisitions and overseas bond issuance. He partook in numerous overseas mergers and acquisition projects, along with bond issuance and transactions. Mr. Zhu Chao founded Asset Pro in 2013. sset Pro Group Holdings Limited was founded in 2013. Merely within six years of time, the company procured five rounds of first-tier VC investments, including but not limited to Bertelsmann Asia Investments (BAI) Fund, Yong Hua Capital, and Chang’an Capital. Asset Pro is a China’s Leading Technology-driven Overseas Wealth Management Platform.
Steve Xia, Phd, CFA, FRM, Senior Managing Director, Head of Quantitative Research and Analytics at Guardian Life, Professor of Practical Finance at Brandeis International Business School
Professor Xia has over seventeen years’ experience working in the investment management industry. Professor Xia is currently a senior managing director at Guardian and head of the quantitative research and analytics team. Before joining Guardian, Professor Xia was leader of active asset allocation research for over $250 Billion of multi-assets funds at Fidelity Investments. Professor Xia also worked as a principal at the Vanguard group where he led a team of quantitative analysts focusing on developing fixed income trading strategies and managing credit long-short hedged strategies.
Zu Cowperthaite, CFA, CAIA, Portfolio Manager, DePrince, Race, Zollo, Inc.
Ms. Cowperthwaite joined DePrince, Race & Zollo, Inc. in 2017 and has more than 20 years of Emerging Markets equity research experience. She serves as the Co-Portfolio Manager for the firm’s Emerging Markets Value Strategy and contributes to the firm’s International Small-Cap Value Strategy. Prior to joining DePrince, Race & Zollo, Inc., Ms. Cowperthwaite was employed by Harvard Management Company as Senior Vice President, Emerging Markets Equity.
Bin Shi, Phd, CFA, Sr Vice President, Portfolio Manager, Acadian Asset Management
Dr. Bin Shi is a Senior Vice President, Portfolio Manager of Research, and Quantitative Research Analyst at Acadian Asset Management, Inc. Dr. Shi looks at software development in statistics and has a background in times series forecasting, machine learning, and statistical modeling. Prior to that, he worked at Mathworks, Inc. as Statistician. Dr. Shi has extensive investment experience
Lillian Lin, Sr Vice President, Portfolio Manager, Investment Grade Credit, PIMCO
Ms. Lin is a senior vice president and investment grade portfolio manager in the Newport Beach office and a member of PIMCO’s Americas portfolio committee. Prior to joining PIMCO in 2014, she worked in fixed income portfolio analysis at Harvard Management Company and was a FICC (fixed income, commodities and currencies) derivatives trader at UBS.
William H. Overbolt, Phd, President, Fung Global Institute; Senior Research Fellow Ash Center for Democratic Governance and Innovation, John F. Kennedy School of Government, Harvard University
Dr. Overholt is Senior Research Fellow at Harvard’s Kennedy School, in the Mossavar-Rahmani Center for Business & Government. He was Director of the RAND Corp’s Center for Asia Pacific Policy. He served as Head of Strategy and Economics at Nomura’s regional headquarters in Hong Kong from 1998 to 2001. Before that, he was Managing Director and Head of Research at Bank Boston’s regional headquarters in Singapore. At Bankers Trust he managed a country risk team in New York from 1980 to 1984, then served as regional strategist and Asia research head based in Hong Kong from 1985 to 1998. At Hudson Institute from 1971 to 1979, Dr. Overholt directed planning studies for the U.S. Department of Defense, Department of State, National Security Council, and others, then became Director of Hudson Research Services, which provided strategic planning services to corporations.
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Co-Organizer
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 contact info@bcicglobal.org.
BCIC Event Sponsors
BCIC Annual Sponsors
Platinum Sponsor
E Fund Management Co., LTD.
Established on April 17, 2001, E Fund is one of the fund managers in China with the longest and most successful history. The Company is based in Guangzhou and has offices in Beijing, Shanghai, Chengdu, Dalian, Nanjing, Hong Kong and the United States.
Gold Sponsors
Hengtian is a technology services company in Hangzhou, China, an alliance among State Street Corporation, Insigma Technology (a Global Outsourcing 100 Company) and Zhejiang University (A Top Three University in China). Hengtian is dedicated to providing reliable and professional IT services and products for companies at home and abroad. The company offers enterprises customized software development services and IT products and solutions in relation to finance, manufacturing, and retailing, to name a few.
Shanghai Zhangjiang Boston Enterprise Park
Shanghai Zhangjiang Boston Enterprise Park (SZBEP) serves as a high-tech platform for enterprises to thrive, and startups to grow through gathering resources, providing opportunities, and fostering innovation. To establish the foundation for seamless convergence of innovation and businesses between China and the United States, the park provides a variety of services include mentoring, consulting, financing, project applications and many others. The teams are dedicated to create unorthodox methods of communication between the United States and China that yield more advanced technology and a better future.
U.S. & International Tax and Legal Services
Vacovec, Mayotte & Singer, LLP is a law firm distinguished for its concentration in tax law. Located just outside of Boston, Massachusetts, we provide a full range of tax and related legal services to clients throughout the United States and around the world. Our attorneys are experienced in solving complex tax planning, structuring and compliance issues using creative strategies and determined advocacy on behalf of our clients. Please contact us for more information about our services and our firm.
