China from Inside and Outside
China is an important and rapidly changing market. Please join us for a discussion of the opportunities and challenges an investor should understand. Each panel will include practitioners from the US and from China, who can speak directly about their own decisions and outcomes. We will focus especially on what an investment in China might mean, from your own perspective.
*The Chinese Economic, Monetary and Banking Situation
Moderator:Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
Tom Quamby, China Bank Analyst, at Fidelity Institutional Asset Management
Qian Wang, Vice President, Financial Markets Division and General Manager, Sales and Trading, Bank of Qingdao
*China in a Global Asset Allocation Framework
Moderator: Bruce Myers, CFA, Managing Director, Cambridge Associates
Sara Gao, Managing Director, Value Connect Capital
Deborah Kuenstner, Chief Investment Office, Wellesley College
Yuebing Lu, Vice Chairman of China Funds at Siguler Guff; Investment Committee Member, BRIC Opportunities Funds
*Investing in Chinese Equities
Moderator: George Hoguet, CFA, Chesham Investments, LLC
Brian Chen, CFA, Partner and Portfolio Manager, Clough Capital
Lianghong Dong, Deputy CEO, Bosera Funds
Courtney Wei, Executive Director, Portfolio Manager, ChinaAMC
*What is the next Alibaba? A Focus on Chinese Tech Shares
Meet the Panelists:
Brian Chen joined Clough Capital in 2010 and currently serves as Portfolio Manager for the Clough Asia Fund. Brian has over 20 years of Asia investment industry experience. Prior to joining the firm, Brian was an Analyst at Liberty Square Asset Management and Grosvenor Street Capital concentrating on public equities, and at ChinaVest, on the private equity side. He also has extensive Wall Street experience, working for Salomon Brothers, Credit Suisse First Boston, and ING- Barings. He has been investing in Asia since 1991, first in private equity and then in the public equity markets. Brian holds an MBA from Columbia Business School and a BA from Duke University. He also has held a Chartered Financial Analyst designation since 2000.
Lianghong Dong serves as Deputy CEO with Bosera Funds, one of China's largest asset managers. Prior to this position, he was an equity portfolio manager with China National Council for Social Security Fund. He has achieved an annualized return of 23% during the past 10 years. Lianghong is member of Stock Listing Committee and Corporate Bond Listing Pre-examination Committee of Shenzhen Stock Exchange. He holds an MBA from NYU Stern and a B.A. in accounting from Xiamen University. He is also a CFA charter holder.
Constance Everson co-founded Capital Markets Outlook Group, which provides analytic guidance to institutional investors in 10 countries. She has conducted capital markets research since 1981. She is a graduate of Smith College and Harvard Business School. She worked for Data Resources (now IHS Global Insight,) and Charles River Associates before joining The Boston Company, from whom she and her colleagues acquired their firm. Ms. Everson serves on the investment committee of Mass PRIM (Pension Reserves Investment Management) in Boston, and is a director of the Weredale Foundation in her native Montreal. She serves on the program committee of the Boston CFA Society, and is a past-President of the Boston Economic Club.
Sara Gao a consulting and capital introduction firm bridging fund managers and institutional allocators. She was founding member and head of institution relationships at CEBM Group, a leading independent research firm in China. She manages a solid and diversified client base in China. Before CEBM, she was head of Beijing office of iPR Ogilvy Company, facilitating Chinese mainland firms' IPO on Hong Kong Stock Exchange. Sara earned an MBA from MIT, Master of Management from UIBE, and Bachelor of Finance from CUBE.
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. His prior and current affiliations/directorships include: Chinese Finance Association, President - Boston Economic Club, Executive Committee of the Boston Committee on Foreign Relations, CFA Society Boston's Executive Committee; 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.)
He is an accredited speaker for the CFA Institute and a Financial Risk Manger (FRM) as certified by the Global Association of Risk Professionals. George is a graduate of Harvard College and Harvard Business School.
Deborah Kuenstner joined Wellesley College as Chief Investment Officer (CIO) in February 2009. Before joining Wellesley, she was CIO of Brandeis University. Debby had previously been managing director of research for Fidelity Management & Research and CIO of Putnam Investment's Value group. Her other roles include senior portfolio manager at DuPont Pension Fund Investment, international investment strategist at Merrill Lynch, and economist at the Federal Reserve Bank of New York. Debby received a bachelor of arts degree in economics summa cum laude from Wellesley College. She did graduate studies in statistics at the Columbia University Graduate School of Arts and Sciences in New York before earning her M.B.A. with Distinction from New York University.
Yuebing Lu was the Deputy President and CIO of CIC's domestic investment platform, China Jianyin Investment, prior to joining Guff in 2012 He began his career as an advisor to the Chinese government on industry development strategy and foreign investment policy during his service at the Development Research Center of the State Council. Yuebing holds a PhD from The University of Cambridge.
Courtney WEi has over 13 years’ investment experience in Global Emerging Markets. Prior to joining ChinaAMC (HK), Ms. WEI worked as a senior portfolio manager at SAFE Investment Company Ltd. (the investment company for China’s Forex reserve) from 2011 to 2015, building the firm’s investment capabilities in Global Emerging Markets including BRIC. Previously from 2003 to 2011, as a portfolio manager, Ms. WEI managed USD 11 billion Global Emerging Market (GEM) portfolios and Asia x-Japan portfolios together with 4 other portfolio managers at Batterymarch Financial Management in Boston. Ms. WEI received a Master of Business Administration in Finance degree from Babson College in the US and a Bachelor of Science degree in Computer Science from Central South University in China. She also holds the Chartered Financial Analyst designation.