First Annual Boston-China Financial Services Forum: Innovation, Partnerships and Policy

Join Forum Charter Members:

Harvard Faculty Club, Featuring Cambridge MA CEO/Senior Executive Luncheon with September 25-27, 2013

For Senior Financial Services Executives Hank Paulson The First-Annual Boston-China Financial on Thursday, September 26th, 12:30pm Services Forum is a unique convening of 30 Boston and Chinese financial services executives, thought leaders, government officials and academic experts to deepen industry, academic and government networks and to explore model partnerships for investments in the U.S. and in China.

Chines firms represented as of early August have over $150 billion (U.S.) assets under management. Chinese investments and partnerships in the U.S. market will be a major focus at this first Boston-China Financial Services Forum.

Discussions will also focus on lessons learned from Boston’s asset management Henry M. Paulson, Jr. is the Chairman of leadership in developing the retirement The Paulson Institute at the University of savings markets in the U.S. and the Chicago, which he founded in 2011 to opportunities for market-based pension address global issues, including efforts and savings initiatives in China. to strengthen the important relationship between the United States and China.

Forum China Co-Chair: Dr. Fred , Previously, Paulson served under President Chairman, Primavera Capital, George W. Bush as the 74th Secretary of /; the Treasury. Former Chairman of Greater China and Partner, Goldman Sachs Participants List on Page Two

Global Finance Centers 2020 Fostering New Business & Talent Partnerships

18 Tremont Street, Suite 1010 | Boston, MA 02108 | Telephone 617-778-1500 | Fax 617-778-1505 | massinsight.com First Annual Boston-China Financial Services Forum: Innovation, Partnerships and Policy

Join Forum Charter Members:

Selected Harvard Faculty Selected Participants - China as of August 22, 2013

Anthony Saich Dr. Fred Hu Mr. Xiao Feng Daewoo Professor of International Affairs, Chairman, Primavera Capital, Beijing/Hong Kong; President of the board, Harvard Kennedy School Former Chairman of Greater China, Goldman Sachs Min sheng Tong Hui Insurance Asset Management Co.,Ltd William Kirby Mr. Zhang Yujun President of the board, T. M. Chang Professor of China Studies, Assistant Vice Chairman, Wan Xiang Trust Co.,Ltd. Harvard Business School China Securities Regulatory Commission; Former President, Ms. Guo Tehua and Shenzhen Stock Exchanges CEO, John Quelch ICBC-Credit Suisse Asset Management Charles Edward Wilson Professor of Business Dr. Hu Changsheng Administration, Harvard Business School; President, Ms. Jin Xu Former Dean, China Investment Securities CEO, China Europe International Business School Guotai Asset Management Co., Ltd. Mr. Zhang Xiaodong Robert Pozen General Manager Prop Trading & Derivatives, Mr. Teng Tianming Former President, Fidelity Investments, China Investment Securities Executive Vice President, China Asset Management Co., Ltd. Senior Lecturer, Harvard Business School Mr. Wu Xiaohui Chairman, Mr. Tang Xiaodong An Bang Insurance Deputy Director, International Department, CSRC Mr. Zheng Fang Managing Director, Ms. Yan Yanqing Keywise Capital Management Deputy Chief Editor, CBN Mr. Li Qing CEO, Ms. Zhang Lanlan Hua an Asset Management Co.,Ltd. Chief Representative, CICC Mr. Lin Lijun CEO, China Universal Management Co.

Global Finance Centers 2020 Fostering New Business & Talent Partnerships

18 Tremont Street, Suite 1010 | Boston, MA 02108 | Telephone 617-778-1500 | Fax 617-778-1505 | massinsight.com