CFA China举办《2016中国投资峰会 - 转型中国(China Investment Con

2016年8月20日 8:00 至 18:00 ,CFA China在 上海·上海金茂君悦大酒店·浦东新区世纪大道88号举办《2016中国投资峰会 - 转型中国(China Investment Conference - China in Transition)》,会议大约有300人参加。

会议通知


由CFA 中国举办的2016年CFA协会中国投资峰会即将开幕,您将有机会现场聆听国内外业内领先专家对转型期中国金融业的独特见解,并与他们零距离交流互动。

伴随中国增长模式的转变,中国将面临什么样的挑战,将为世界呈现何种机遇?本次峰会将围绕如下问题展开深入探讨:

CFA协会中国投资峰会是我们在中国的旗舰活动,汇集中国及国际顶级投资专家、商业领袖、知名学者,推动专业交流

会议日程 (最终日程以会议现场为准)


Saturday, 20 August 2016

8:30 a.m.
Registration and Coffee

9:00 a.m. 
Opening Address
 
Nick Pollard
Managing Director, Asia Pacific
CFA Institute 

Zhipeng Sun, CFA
Principal Advisor 
CFA China - Shanghai 

9:30 a.m. 
Keynote Address

10:15 a.m. 
Networking Coffee Break

10:45 a.m. 
Panel Discussion on China in Transition: Opportunities and Challenges
 
Hao Hong, CFA
Head of Research and Chief Strategist
Bank of Communications (International)

Yulong Li, CFA
Deputy General Manager and Chief Investment Officer 
Jyah Asset Management 

Ting Lu, CFA
Global Head of Research and Global Head of Equity, Institutional Sales and Trading
HuaTai Securities Co. Ltd. 

Mingchun Sun
Chairman and Chief Investment Officer
Deepwater Capital Limited 

Sitao Xu, Moderator
Chief Economist, Partner
Deloitte China

11:45 a.m.
Managing Multi-Asset Strategies: Best Practice and Current Thinking

Larry Cao, CFA
Content Director, Asia Pacific 
CFA Institute 

Fan Huang, CFA, Moderator
Director/Head of Wealth Management
Deutsche Bank (China) Ltd.

12:15 p.m.
Networking Lunch

1:30 p.m. 
Keynote Address
China in Transition: What's Next in the Financial Industry?

Anthony Neoh 
Senior Counsel of the Hong Kong Bar 
Former Chairman of the Hong Kong Securities and Futures Commission and Chief Adviser of the China Securities Regulatory Commission

2:30 p.m. 
One Belt One Road Initiatives: Shared Opportunities and Development?

Rashed Abdul Kareem Al Balooshi
Chief Executive
Abu Dhabi Securities Exchange (ADx) 

Sheng Lin
Assistant Manager 
The Greenland Wuhan Real Estate Enterprise Department

Richard Teng
Chief Executive Officer
Financial Services Regulatory Authority
Abu Dhabi Global Market

3:00 p.m. 
Networking Coffee Break

3:30 p.m. 
Debate: The Way of the Future: Active vs. Passive Investing?
 
Peng Chen, CFA
Chief Executive Officer, Asia
Dimensional Fund Advisors 

Aaron Low, CFA
Principal  
Lumen Advisors

Steven Moeller, CFA
Managing Director, Head of Multi-Asset Asia Pacific 
BlackRock

Chris Ryan
Managing Director and Head of Asia Pacific 
MSCI

Phil Graham, CFA, Moderator
Partner and 
Deputy Chief Investment Officer, Pacific
Mercer 

4:15 p.m.
Closing Keynote Address

Randy Kroszner    
Governor of the Federal Reserve (2006-2009)
President's Council of Economic Advisers (2001-2003) 
Norman R. Bobins Professor of Economics 
Booth School of Business,The University of Chicago 

5:15 p.m. 
Closing Remarks
 
LJ Jia
Country Head, China
CFA Institute

5:30 p.m. 
Conference Ends

会议嘉宾 (最终出席嘉宾以会议现场为准)


Deloitte ChinaPartnerSitao Xu

Sitao Xu

Deloitte China

Partner

Abu Dhabi Global Market (ADGM) Financial Services CEORichard Teng

Richard Teng

Abu Dhabi Global Market (ADGM) Financial Services

CEO

Orient SecuritiesExecutive DirectorZhipeng Sun

Zhipeng Sun

Orient Securities

Executive Director

Deepwater Capital LimitedChairmanMingchun Sun

Mingchun Sun

Deepwater Capital Limited

Chairman

MSCIhead of Asia PacificChris Ryan

Chris Ryan

MSCI

head of Asia Pacific

CFA Institutemanaging director for Asia PacificNick Pollard

Nick Pollard

CFA Institute

managing director for Asia Pacific

BlackRockManaging DirectorSteven Moeller

Steven Moeller

BlackRock

Managing Director

Huatai Securitiesglobal head of research and global head of equityTing Lu

Ting Lu

Huatai Securities

global head of research and global head of equity

Lumen AdvisorsPrincipal Aaron Low

Aaron Low

Lumen Advisors

Principal

Greenland Holdings Groupsecretary of the Youth League CommitteeSheng Lin

Sheng Lin

Greenland Holdings Group

secretary of the Youth League Committee

Union Life Insurance Asset Managementassistant general managerYulong Li

Yulong Li

Union Life Insurance Asset Management

assistant general manager

the University of Chicago Booth School of BusinessProfessor of EconomicsRandy Kroszner

Randy Kroszner

the University of Chicago Booth School of Business

Professor of Economics

Deutsche Bank (China) Ltdhead of wealth managementFan Huang

Fan Huang

Deutsche Bank (China) Ltd

head of wealth management

Bank of Communications (International)head of research and chief strategistHao Hong

Hao Hong

Bank of Communications (International)

head of research and chief strategist

 Mercer’s investments businessPartnerPhil

Phil

Mercer’s investments business

Partner

CFAChief Executive Officer, AsiaPeng Chen

Peng Chen

CFA

Chief Executive Officer, Asia

CFA研究所内容总监Larry

Larry

CFA研究所

内容总监

会议门票


参会费: CNY1,380
团体: CNY980/人 (五人起算,不可与其他折扣同享)

Non-Members: CNY1380
Group: CNY980 (five delegates minimum; additional discounts do not apply)

Your Registration Fee Includes: Refreshment breaks, lunch, the opportunity to meet with investment colleagues and speakers from around the world, and post-conference access to presentation materials online.

上海金茂君悦大酒店

交通指南:[机场]上海虹桥机场: 距25公里[机场]上海浦东国际机场: 距40公里[市中心]人民广场: 距4公里[火车站]上海火车站: 距7.5公里

介绍:上海金茂君悦大酒店位于88层金茂大厦的53-87层,曾被2000年吉尼斯世界纪录千禧年版评为“世界最高酒店”。拥有548间豪华客房的上海金茂君悦大酒店地处浦东高速发展的商业金融区陆家嘴的中心,离上海国际会议中心仅五分钟,距豫园和外滩——上海著名的邻江大道、以及大道旁耸立的古典风格建筑群只有十分钟路程。从酒店到虹桥国际机场只需四十分钟,到浦东国际机场只需四十五分钟。金茂大厦坐落于浦东金融中心的核心位置,周围众多A级办公楼。靠近上海新国际博览中心和世博公园。金茂君悦酒店是上海家喻户晓的一家高品质5星级酒店。金茂大厦共88层,酒店有548间客房,提供的服务和设施业内首屈一指,其客房风格典雅大方,有各类宴会设施,餐饮场所及健身中心,距离各主要商业中心及旅游景点交通便捷。酒店的548间客房及套房,位于金茂大厦的58至85层,有13种不同房型。56层开始是宏伟的镂空中庭设计。全新装修的客房已开始接受预订。客房入口全部精巧的选择了角度,最大限度保证客房的私密与安全。全新升级的房间选择了简洁时尚的内部装饰,色彩明快,色调温馨,特别为酒店手工订制的地毯图案,写意地呈现出中国汉字“回”,似乎寓意着“回家”,令人感受到如归家般的温馨亲切。

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