CHINA INVESTMENT CONFERENCE Jointly hosted by: 2 August 2014, Jumeirah Himalayas Hotel, Shanghai, China RISE OF THE HEDGE FUND INDUSTRY EVENT OVERVIEW Who SHOULD attend? Is the Chinese hedge fund industry ready for prime time? • Chief Executive Officers • Chief Investment Officers Despite a slowing Chinese economy, hedge funds investing in Greater China gained on • Strategists average 20% last year, while the MSCI China index remained flat. Chinese hedge funds are • Portfolio Managers expected to continue to grow as new and greater opportunities emerge from capital market • Corporate Financial Analysts reforms and deregulation activities. • Private Bankers • Investment Banking Analysts The China Investment Conference co-organised by CFA China and CBN offers a comprehensive • Brokers look of Chinese investment landscape—from hedge funds to traditional asset management • Risk Managers funds, and from Chinese economic analysis to a global outlook. Nobel Laureate Myron Scholes • Consultants (proponent of the Black-Scholes Option Pricing Model) and our other distinguished speakers • Research Analysts will discuss major trends, potential opportunities, and risk factors. • Financial Advisors CFA Institute conferences in Asia Pacific are recognized as a leading platform for thought leadership in the investment and finance industry. At our China Investment Conference in Shanghai, world-class experts will provide insights on a turbulent global economy and impart their knowledge on forward-looking investment strategies and the latest developments in the practice of investment management. This is a must-attend event if you want to stay ahead of the game. Register now! MORE INFORMATION http://www.cfainstitute.org/china2014 [email protected] Follow the conference on Sina Weibo #中国投资峰会# SPONSORS: MEDIA SPONSORS: SUPPORTING ORGANISATIONS: CHINA INVESTMENT CONFERENCE 2 August 2014, Jumeirah Himalayas Hotel, Shanghai, China FEATURED SPeaKers Prof. Myron Scholes Dr. Hua Yu, CFA Nobel Laureate Acting Chairman and CEO Frank E. Buck Professor Emeritus of Finance and Law, Morgan Stanley Huaxin Fund Management Co., Ltd Stanford University, Graduate School of Business Director and Trustee, Dimensional US Mutual Funds Dr. Aaron Low, CFA Jay Luo Principal President Lumen Advisors Dymon Asia Capital Anthony Neoh Dr. Jiming Ha Senior Member of the Hong Kong Bar Vice Chairman and Chief Investment Strategist Former Chief Advisor of China Securities Regulatory Commission Investment Strategy Group Former Chairman of Hong Kong Securities and Futures Commission Goldman Sachs Brian D. Singer, CFA Dr. Li Haitao Partner Dean’s Distinguished Chair Professor of Finance Head of Dynamic Allocation Strategies Associate Dean for the MBA Program William Blair & Company CKGSB Bruce Li, CFA Paul Smith, CFA General Manager and Managing Director, China Business Managing Director, Asia Pacific Canyon Capital Global Head, Institutional Partnerships CFA Institute Dato Cheah Cheng Hye Steve Yuming Dou Chairman and Co-Chief Investment Officer Chairman Value Partners Group Zhong Ou Asset Management Company Chin Hwee Tan, CFA Simon Gleave Founding Partner in Asia Regional Head, Financial Services Apollo Global Management KPMG ASPAC Feng Tian Sitao Xu Managing Director Chief Representative, China, The Economist Group Greenwoods Asset Management Ltd Director of Global Forecasting, China, EIU Marc Faber, Managing Director of Marc Faber limited, delivered Around 300 delegates attended the 2013 China Investment a presentation on “Investing in periods of high volatility and low Conference in Beijing. Over 40% of the participants are in senior growth” at 2013 China Investment Conference. positions: CEO/Managing Director 8%, Head/General Manager 4%, Director/VP/Manager 30%. V. 20140724 V. CHINA INVESTMENT CONFERENCE 2 August 2014, Jumeirah Himalayas Hotel, Shanghai, China AGENDA Conference Chairman Steve Yuming Dou Yufei Jiang, News Presenter of China Business News TV Chairman Zhong Ou Asset Management Company 8:00 a.m. Registration Moderated by: Allen Wan, China Markets Editor and Deputy 8:30 a.m. Conference Opening & Welcome Bureau Chief of Bloomberg News Haining Shi, Director General of Shanghai Pudong Financial 3:20 p.m. CEO Perspectives – Session 1 Services Bureau Practical skills that you need if you want to be a Charles J. Yang, CFA, Chair of the CFA Institute Board of good fund manager Governors Dato Cheah Cheng Hye Chairman and Co-Chief Investment Officer Shuo Qin, Chief Editor of China Business News Value Partners Group Randy Ou, CFA, Principal Advisor of CFA Shanghai Moderated by: Paul Smith, CFA, Managing Director, Asia 9:00 a.m. Keynote Address - Global Economic Outlook Pacific & Global Head, Institutional Partnerships, CFA Prof. Myron Scholes Institute Nobel Laureate Frank E. Buck Professor Emeritus of Finance and Law, 3:45 p.m. Networking Coffee Break Stanford University, Graduate School of Business 4:15 p.m. CEO Perspectives – Session 2 Director and Trustee, Dimensional US Mutual Funds Think You Understand Accounting Fraud in Asia? Moderated by: Dr. Aaron Low, CFA, Principal of Chin Hwee Tan, CFA Lumen Advisors Founding Partner in Asia 10:15 a.m. Networking Coffee Break Apollo Global Management Moderated by: Guo Tao, CFA, Head of Research of 10:40 a.m. China Economic Outlook Zen Macro Fund Dr. Jiming Ha Vice Chairman and Chief Investment Strategist 4:40 p.m. CEO Perspectives – Session 3 Investment Strategy Group Asset Securitization in China Bruce Li, CFA Goldman Sachs General Manager and Managing Director, China Business Moderated by: Sitao Xu, Chief Representative, China, The Canyon Capital Economist Group & Director of Global Forecasting, China, EIU Moderated by: Guo Tao, CFA, Head of Research of 11:30 a.m. Asset and Risk Allocation in a Turbulent World Zen Marco Fund Brian D. Singer, CFA Partner 5:05 p.m. CEO Roundtable I – Views from the Board Room: Rise Head of Dynamic Allocation Strategies of The Hedge Fund Industry Bruce Li, CFA William Blair & Company General Manager and Managing Director, China Business Moderated by: Charles J. Yang, CFA, Canyon Capital Chair of the CFA Institute Board of Governors Chin Hwee Tan, CFA 12:20 p.m. CBN Hedge Fund Award Ceremony Founding Partner in Asia Apollo Global Management 1:00 p.m. Networking Lunch Jay Luo 2:00 p.m. Capital Market, Shadow Banking, President and Interest Rate Reform Dymon Asia Capital Anthony Neoh Feng Tian Senior Member of Hong Kong Bar Managing Director Former Chief Advisor of China Securities Greenwoods Asset Management Ltd Regulatory Commission Former Chairman of Hong Kong Securities and Moderated by: Dr. Li Haitao, Dean’s Distinguished Chair Futures Commission Professor of Finance and Associate Dean for the MBA Program, CKGSB Simon Gleave Regional Head, Financial Services 5:45 p.m. Closing Remarks KPMG ASPAC Dr. Aaron Low, CFA Sitao Xu Principal Chief Representative, China Lumen Advisors The Economist Group 5:50 p.m. Conference Ends Director of Global Forecasting, China, EIU Moderated by: Gary Gao, Executive Director, Fixed Income (agenda subject to change) Division of Morgan Stanley Huaxin Securities Co., Ltd # session conducted in English 2:40 p.m. Bloomberg Session: Hunting for the Elusive Alpha Dato Cheah Cheng Hye DELEGATE REGISTRATION FEES Chairman and Co-Chief Investment Officer Value Partners Group CFA Institute Member Rate CNY 880 Dr. Aaron Low, CFA CFA Institute Candidate Rate CNY 1,180 Principal Lumen Advisors Non-member Rate CNY 1,580 Dr. Hua Yu, CFA Acting Chairman and CEO Group Rate CNY 980 Morgan Stanley Huaxin Fund Management Co., Ltd (5 delegates minimum) per delegate.