Investing in China's Future Breakfast Briefing 2018 - New York | Pensions & Investments | 20 September 2018 | The Harvard Club, 35 W 44th St, New York, NY 10036, USA

As it transitions from manufacturer/exporter to a more consumer-driven economy – while opening its markets to outsiders – China represents one of today’s greatest long-term investment opportunities. Of course, challenges abound, with growing trade tensions chiefly among them. Nevertheless, much of the world’s economic prospects remain squarely tied to China’s growth.

Investors, more than ever, need to stay on top of key policy developments and trends. This breakfast briefing will provide an in-depth view on the outlook for China. Topics to be explored will include:

Topics will include:

• More than 200 Chinese A-class shares are about to join MSCI’s indexes – symbolic gesture or harbinger of more free-trade reform to come?
• Currency outlook: the renminbi has been strong relative to the Yen and the Euro; however, with U.S. rates seemingly set to rise, what next?
• Emerging markets framework: How do you think about sizing your China allocation versus the rest of your EM program?
• How are private markets in China evolving and how can investors today take advantage?
• The “Belt & Road” initiative looms as one of the most ambitious infrastructure projects the world has ever seen; what are the ramifications for global trade?
• ESG: what opportunities will arise from China’s push into clean energy?
• It’s crucial to get the “macro” right, especially with currency and geopolitical volatility – we’ll tackle this head on.

2018 Speakers:

Chad Myhre
Portfolio Manager, CFA, CAIA, PUBLIC SCHOOL AND EDUCATION EMPLOYEE RETIREMENT SYSTEMS OF MISSOURI (PSRS/PEERS)

Ajit Singh
Chief Investment Officer, FRM, CAIA HOUSTON FIREFIGHTERS' RELIEF AND RETIREMENT FUND

Brendan Ahern
Chief Investment Officer, KRANESHARES EXCHANGE TRADED FUNDS

William J. Coaker Jr.
Chief Investment Officer, CFA®, CFP®, MBA, SAN FRANCISCO EMPLOYEES' RETIREMENT SYSTEM

Ben Harburg
Managing Partner, MSA (MAGIC STONE)

Robert Horrocks
Chief Investment Officer, PhD MATTHEWS ASIA

Richard Johnston
Managing Director, BSc. ACA ALBOURNE PARTNERS (ASIA) LIMITED

Teresa Kong
Portfolio Manager Asia Fixed Income, MATTHEWS ASIA

Scott A. Martin
Managing Director, CAMBRIDGE ASSOCIATES, LLC

George Michael Gerstein
Fiduciary Governance Group Co-Chair, STRADLEY RONON STEVENS & YOUNG, LLP

Chad Myhre
Portfolio Manager, CFA, CAIA
PUBLIC SCHOOL AND EDUCATION EMPLOYEE RETIREMENT SYSTEMS OF MISSOURI (PSRS/PEERS)

William Palmer
Co-Head Emerging and Frontier Equities Team, BARINGS

Jonathan Shelon
Chief Operating Officer, KRANE FUNDS ADVISORS, LLC

Ajit Singh
Chief Investment Officer, HOUSTON FIREFIGHTERS' RELIEF AND RETIREMENT FUND

Chris Winiarz
Chief Investment Officer, LAKEVIEW CAPITAL MANAGEMENT, LLC

2018 Sponsors:

LEAD SPONSORS:
BARINGS
• KraneShares
• Matthews Asia