中国 — 過去數十年的經濟奇迹 — 已發展為全球第二大金融市場。MSCI 將 A 股納入全球指數的決定吸引了更多的关注與資金流入。與此同時，中国投資人也在海外尋求資产配置機會。
由 Boston Chinese Investment Club (BCIC) 與 CFA Society Boston 聯合主辦的本次中国大會將匯聚來自中美兩地的思想領袖與金融從業者，通過 panel 討論形式，探討在大中華地區投資的機遇與挑戰。
2018.09.07 @ MIT Samberg Conference Center, Cambridge, MA
(6th Floor, 50 Memorial Dr, Cambridge, MA 02142)
議程
12:30：簽到開始
13:00 – 13:10：BCIC 與 CFA Boston 歡迎致辭
13:10 – 14:10：Panel 1 — 中国宏觀展望（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 — 全球資产配置中的中国（Beyond Diversification）
主持人：
- Jay Willoughby, Chief Investment Officer — The Investment Fund for Foundations（擬邀）
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？主動 vs 被動投資與市場准入
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 — 難以忽視的顛覆 — 通過創新連接中美
主持人：
- Qi Pei, Managing Partner — Brain Robotics Capital（擬邀）
Panelists：
- F. Warren McFarlan, Professor of Business Administration — Harvard Business School；客座教授 — 清華大學經濟管理學院
- Derek Wang, Founder & CEO — Stratifyd
- Huiyao Wang, Founder and President — Center for China and Globalization (CCG)（擬邀）
17:40 – 18:00：Networking Reception
請通過 CFA Society 網站報名：
https://www.cfaboston.org/store/events/registration.aspx?event=090718&expand=TRUE
或通過 Eventbrite 報名：
如需報銷憑證可聯系索取。
聯合主辦方
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、非營利組織，使命是為日益增長的 Sloan 學生群体打造緊密社區。
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/)