波士顿华人投资协会携手CFA Beijing（特许金融分析师北京协会),CAIA（特许另类投资分析师协会）于美东时间10月1日至4日晚7点到9点，举办年度中美投资论坛线上峰会。本次峰会将聚集来自PIMCO等中美业界的资深基金经理人，CEO以及合伙人。峰会将通过主旨演讲、小组讨论的形式探讨经济、美国选举、疫情、资产配资、量化投资、社会责任投等话题并展望未来投资机会。会议期间我们将通过抽奖的方式提供2份CAIA奖学金以及多份一年期Wind VIP access (或将有更多奖品）。欢迎大家踊跃报名参加！访问下方链接、扫码或点击“阅读原文”报名参加！

Please register by the QR Code, following link or "Read More" through Eventbrite. Profit from ticket sales will be donated to a charity based on participants selection. There is a 33% off discount for students.

【报名渠道】

https://www.eventbrite.com/e/us-china-2020-annual-investment-conference-tickets-117604701829

 

【Time】

美东时间-EST: 7PM-9PM, October 1-4, 2020

美西时间-PST: 4PM-6PM, October 1-4, 2020

北京时间-CST: 7AM-9AM, October 2-5, 2020

【Agenda】

Day 1    -    Macro Outlook at Crossroad

【Welcoming and Alternative Investments】

●      John L. Bowman, CFA, Senior Managing Director, the CAIA Association

【US Election and its implication】

Moderator:

●      Lillian Lin, Senior Vice President, Portfolio Manager, PIMCO

Speaker:

●      Libby Cantrill, Managing Directorand the Head of Public Policy, PIMCO

【China in the next five years】

●      Yan Wang, CFA, Partner and the Chief Emerging Markets & China Strategist, Alpine Macro

Day 2    -    The Next Big Theme

【Policy and Markets】

Panelists:

●      Tony Crescenzi，CFA, Executive Vice President, Portfolio Manager, PIMCO

●      Bill Smith，CFA, Executive Vice President, Portfolio Manager, PIMCO

●      Lillian Lin, Senior Vice President, Portfolio Manager, PIMCO

●      Eden Simmer, Executive Vice President,  Head of Global Trading, PIMCO

【Global ESG investing: from Europe to America to China】

●      Hua Cheng, Phd, CFA, Portfolio Manager, Mirova US

【China Investments and Allocation Strategies (中文)】

●      Yidong Zhang, Chief Macro Strategist, Industrial Securities Co. Ltd.

Day 3   -   Hunting for Yield

【Alpha Opportunities in China through beta strategies】

●      Bin Fan, Director and Senior Portfolio Manager, E Fund Management

【The Era of AI-guided investment is here】

●      Zheng Wang, Founder and CEO,  Datayes

●      Hua Cheng, Phd, CFA, Portfolio Manager, Mirova US

【Private Credit Investing】

●      Jerry Wang ,CFA, CAIA, Founder and CEO of Haitou Global

【Alternative Investing in China】

Panelists:

●      Bing Fan, Director and Senior Portfolio Manager, E Fund Management

●      Jerry Wang ,CFA, CAIA, Founder and CEO, Haitou Global

●      Zheng Wang, Founder and CEO,  Datayes

Day 4   -  Quantitative Investing 

【Predicting COVID-19 from a Quantitative Finance perspective】

●      Jian Chen, Phd, Founder and CEO of CreditWise Technologies 

【Make Sense of Chinese Data】

●      Bin Shi, Phd, CFA, Portfolio Manager, Acadian Asset Management

【Alternative Data Adoption in Investment Management】

●      Sixuan Li, Datayes

【Private Credit Investing】

Moderator:

●      William J. Kelly, CEO, the CAIA Association

Speaker:

●      Jerry Wang ,CFA, CAIA, Founder and CEO of Haitou Global

Speakers and Panelists (TBC)

更多惊喜嘉宾，敬请期待！

Biography in alphabetical order by last name

John L. Bowman,

CFA, Senior Managing Director, the CAIA Association

John serves as Senior Managing Director for the CAIA Association, overseeing the industry leading CAIA charter, thought leadership and content development, and CAIA's Asia Pacific strategy. John previously served as Managing Director forthe Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group.

Libby Cantrill

Managing Director and the Head of Public Policy, PIMCO

Ms. Cantrill is a managing director and the head of public policy for PIMCO. In her role, she helps to coordinate the firm’s response to public policy issues and analyzes policy and political risk for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s NewYork Office and is a founding member of PIMCO Parents and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 16 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations.

Jian Chen(陈剑)

Phd, Founder and CEO of CreditWise Technologies

Dr.Jian Chen is the founder and CEO of CreditWise Technologies, Co. Ltd. He also serves as the senior advisor of MSCI’s China business, the committee chair of the information disclosure committee of China Securitization Forum, and the senior advisor of Caixin Insight Group, a prestigious think tank in China. He previously held the positions of Managing Partner of RQuest Financial Services Group, Managing Director in IFE Group, Risk Modeling Director in Freddie Mac, Director of Credit Risk Management in Fannie Mae. He recently created the COVID-19 Global Risk Index (http://covid19-risk-index.com/) to assess the risk of each country in the pandemic, together with Dr. Zhang, Wenhong of Huashan Hospital.

Hua Cheng

Phd, CFA, Portfolio Manager, Mirova US

Hua Cheng, CFA, PhD, is an ESG Portfolio Manager with Mirova US, which he joined in 2018. Prior to joining Mirova US, he was a portfolio manager with Mirova, which he joined in 2014. Prior to joining Mirova, Dr. Cheng was portfolio manager at Vega Investment Managers from 2007 to 2014. Dr. Cheng holds a Ph.D. in Financial Economics fromthe University Paris Dauphine (France). He holds the designation of Chartered Financial Analyst and has over 15 years of investment experience.

Tony Crescenzi

CFA, Executive Vice President, Portfolio Manager, PIMCO

Mr. Crescenzi is an executive vice president, market strategist and generalist portfolio manager in the New York office. He is also a member of the Investment Committee. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak, and worked for both Lehman Brothers and Prudential Bache. Mr. Crescenzi has written five books, including "The Strategic Bond Investor" and "Beyond the Keynesian End point." He regularly appears on CNBC and Bloomberg television and in financial news media. Mr. Crescenzi taught in the executive MBA program at Baruch College from 1999-2009. He has 37 years of investment experience and holds an MBA from St. John's University and an undergraduate degree from the City University of New York.

Bing Fan

Senior Portfolio Manager, Beta Strategies

Mr. Fan is Director and Senior Portfolio Manager at E Fund Management. He oversees E Fund’s index strategies including China Internet 50. Besides managing portfolios for index mutual funds and segregated accounts, he is also responsible for research and development across passive, smart beta and ESG strategies. Prior to joining E Fund, Mr. Fan was with BlackRock as Portfolio Manager at iShares. He started his career at State Street. Mr. Fan holds a Master’s degree in Finance from University of Sydney and a Bachelor’s degree in Engineering from Beijing University of Technology.

Lillian Lin

Senior Vice President, Portfolio Manager, 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. She holds an MBA from MIT Sloan School of Management and an undergraduate degree from Peking University with a major in mathematics and a minor ineconomics. In 2007, she was ranked as the top student among 100k students in Beijing in the college entrance examination (高考状元）. She is the co-author of a book also written in 2007 on achieving success.

Bin Shi (石彬)

Phd, CFA, 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.  Dr. Shi has a background in time series forecasting, machine learning, and statistical modeling. Prior to that, he worked at Mathworks as a Statistician. Dr. Shi has over 14 years of extensive quantitative investment experience.

Bill Smith

CFA, Executive Vice President, Portfolio Manager, PIMCO

Mr. Smith is an executive vice president and portfolio manager in the Newport Beach office, focusing primarily on globale quities within PIMCO’s global macro hedge fund strategies. He is a member of the Americas portfolio committee and has served as a rotating member of PIMCO's Investment Committee. Prior to joining PIMCO in 2018, he was a partner at Partner Fund Management (PFM) and a senior member of the investment team focused on macro research and portfolio risk management. Mr. Smith previously worked at Morgan Stanley, where he was a member of the U.S. investment strategy team and worked on the index equity derivatives trading desk. He has 17 years of investment experience and holds an undergraduate degree in international business and finance from Loyola University Maryland. He has passed all three levels of the CFA program.

Jerry Wang

CFA, CAIA, Founder and CEO of Haitou Global

Jerry Wang is Founder and CEO of Haitou Global. Jerry founded Haitou Global in New York in 2014, as a technology based global asset allocation platform. Haitou Global manages a Registered Investment Advisor and a Broker-Dealer in the U.S. and allocates capital in the U.S. and to emerging markets including China, India, Southeast Asia and Africa. Haitou Global manages an emerging market credit fund and an early stage venture fund. Before founding Haitou Global, Jerrywas an Investment Manager at University of Notre Dame Investment Office, managing alternative investments in the U.S. and Asia. Jerry received Bachelor's degree in engineering from Tsinghua University and Master's degrees in engineering and business administration from the University of Notre Dame. Jerry holds CFA and CAIA charters.

Zheng Wang

Ph. D, Founder and CEO, Datayes

Dr. Zheng Wang has more than 20 years of experience in asset management, cutting edge investment platform development, and big data research. He is also a pioneer in application of internet, cloud computing, big data, and artificial intelligence in investments. He has served as a research associate at Harvard University, a manager of professional services and internet system at Bloomberg, a senior portfolio manager and research officer of Scientific Active Equity at Barclays Global Investors (now part of BlackRock), general manager of Equity Department and Chief Investment Officer of Quantitative Investment in Bosera Asset Management Co. Mr. Wang obtained his Ph.D degree in physics from Princeton University, 

Yan Wang

CFA, Partner and the Chief Emerging Markets & China Strategist, Alpine Macro

Yan Wang is a Partner and the Chief Emerging Markets & China Strategist. Prior to Alpine Macro, Yan spent 15years at BCA Research, as the Managing Editor and Chief Strategist for BCA’s China Investment Strategy service, and played a major role in formulating BCA’s view on the Greater China region and emerging Asia. Prior to joining BCA, he spent six years as an equity analyst in China and Hong Kong. Yan holds an MBA in Finance from McGill University, an M.A. in Economics from Tianjin Institute of Finance and a B.A. in Finance from Nankai University. He also holds the CFA designation.

Yidong Zhang 张忆东

Chief Macro Strategist, Industrial Securities Co. Ltd.

Mr. Yidong Zhang is the Global Chief Strategist, Deputy Head of Research Institute and Head of Overseas Research Department of Industrial Securities Co., Ltd. (601377.SH). Mr. Zhang is also the Deputy CEO of China Industrial Securities International Financial Groups Limited. (6058.HK). Prior to joining Industrial Securities in 2006, Mr. Zhanghas worked in Polaris Securities (Taiwan) from 2002-2006. Mr. Zhang received his master’s degree from Fudan University, and EMBA degree from Shanghai Advance Institute of Finance of Shanghai Jiaotong University. Mr. Zhang has been awarded as the best Strategist in various domestic analysts rankings:  New Fortune Magazine Best Analysts Awards (2006-2019), Crystal Ball Best Analysts Awards (2010-2019), Golden Bull Best Analysts Awards (2010-2019), China Business News Best Analyst Award (2012-2019), Insurance Asset Management Association of China Best Analyst (2014-2019), etc.

【Co-Organizers】

【BCIC Sponsors】