中国 — 过去数十年的经济奇迹 — 已发展为全球第二大金融市场。MSCI 将 A 股纳入全球指数的决定吸引了更多的关注与资金流入。与此同时，中国投资人也在海外寻求资产配置机会。
由 Boston Chinese Investment Club (BCIC) 与 CFA Society Boston 联合主办的本次中国大会将汇聚来自中美两地的思想领袖与金融从业者，通过 panel 讨论形式，探讨在大中华地区投资的机遇与挑战。
2018.09.07 @ MIT Samberg Conference Center, Cambridge, MA
(6th Floor, 50 Memorial Dr, Cambridge, MA 02142)
议程
12:30：签到开始
13:00 – 13:10：BCIC 与 CFA Boston 欢迎致辞
13:10 – 14:10：Panel 1 — 中国宏观展望（Dragon's Growth and Power）
主持人：
- Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
Panelists：
- Qing (Gene) Ma, 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 — 全球资产配置中的中国（Beyond Diversification）
主持人：
- Jay Willoughby, Chief Investment Officer — The Investment Fund for Foundations（拟邀）
Panelists：
- Sarah Samuels, Managing Director — Wellesley College Endowment
- Kun Yang, Director — PanAgora Asset Management, Inc.
- Hedan Wang, Debt Advisory and Services — ICBC New York
- Shen Dong, Chief Investment Officer — China Merchants Bank, Private Banking (North America)
15:10 – 15:40：下午茶
15:40 – 16:40：Panel 3 — Alpha 何在？主动 vs 被动投资与市场准入
主持人：
- George Hoguet, Chesham Investments, LLC
Panelists：
- Zu Cowperthwaite, Senior Director, Emerging Markets — DePrince, Race & Zollo, Inc.
- Bin Shi, SVP, Portfolio Manager — Acadian Asset Management
- Yin Luo, Managing Director and Vice Chairman — Wolfe Research
- Thomas Coleman, Vice President — State Street Global Advisors
16:40 – 17:40：Panel 4 — 难以忽视的颠覆 — 通过创新连接中美
主持人：
- Qi Pei, Managing Partner — Brain Robotics Capital（拟邀）
Panelists：
- F. Warren McFarlan, Professor of Business Administration — Harvard Business School；客座教授 — 清华大学经济管理学院
- Derek Wang, Founder & CEO — Stratifyd
- Huiyao Wang, Founder and President — Center for China and Globalization (CCG)（拟邀）
17:40 – 18:00：Networking Reception
请通过 CFA Society 网站报名：
https://www.cfaboston.org/store/events/registration.aspx?event=090718&expand=TRUE
或通过 Eventbrite 报名：
如需报销凭证可联系索取。
联合主办方
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.
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.
Boston Chinese Investment Club (BCIC) is a non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. Main activities include monthly seminars/gatherings and providing services to members. 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 Boston chapter has nearly 1,000 members.
MIT Sloan Greater China Club (Sloan GCC) 是一家自愿性、非营利组织，使命是为日益增长的 Sloan 学生群体打造紧密社区。
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/)