Replay: Policy, Performance, and the Two Sides to Reform in China
September 22, 2021, 1:00 pm - 3:00 pm BST
Please register below to view this replay
China's recent wave of new regulation on its internet platforms has led to volatility in the sector. On the one hand, new policies have led to investor uncertainty and put pressure on the markets. On the other hand, these policies have created attractive entry points to some of the most significant growth stocks in the world while bolstering industries highlighted as critical for China's future.
Join us for a half-day virtual conference exploring the two sides of reform. We will review the impacts of recent regulation on China internet stocks and hear first-hand from companies in China on what's next for the sector. We will also look at areas benefitting from reform, including health care, clean technology, 5G, semiconductors, and China's STAR Market.
The conference will feature speakers from KraneShares' portfolio companies, KraneShares investment professionals, and CICC analysts.
|Virtual Conference Agenda|
|13:00 BST||Opening Remarks||Jonathan Krane, KraneShares, Chief Executive Officer|
|13:05 BST||What China has Offered in 2021, Regulation, Volatility and Opportunity||Kevin Liu, Managing Director, at China International Capital Corporation.|
|13:20 BST||Will the New China Sector Continue to Drive Growth?||Brendan Ahern, CIO, KraneShares|
|13:35 BST||An Eye to the Future of China’s Internet Sector||Devin Dai, Alibaba, Head of Business to Business (B2B) – Industrial|
|14:05 BST||Opportunities from the Five Year Plan, Dual Circulation, and Innovation||Ning Zhu, Professor & Deputy Dean at Shanghai Jiao Tong University|
|14:35 BST||ICBC STAR Board Update, Introduction: A Rising STAR, Investment in China||Leo Yan, CFA, ICBC Credit Suisse Asset Management, Portfolio Manager|
|14:50 BST||What Matters to China ETF Liquidity||James Maund, KraneShares, Head of Capital Markets|
|15:00 BST||Event Concludes|
Devin Dai is the Head of Business to Business (B2B) – Industrial at Alibaba. He has managed the industrial section for Alibaba’s B2B platform since 2015. Prior to Alibaba, He was a sourcing director at Rexel. He worked as the head of product management at Grainger from 2006 to 2014 and GE consumer and industrial from 2005 to 2006. Devin has a bachelor of science degree from Shanghai Jiao Tong University.
Brendan Ahern joined KraneShares in June 2012 to head the firm’s efforts in becoming the leading provider of China-focused exchange traded funds (ETFs) and Chinese investment education for US clients. Since early 2001, Brendan worked for one of the largest global ETF providers where he was an original member of the business development team. His “from the ground up” experience at a global ETF provider allowed him to become intimately acquainted with all aspects of the business. His expertise spans product development, marketing, branding, business strategy, operations, portfolio management, trading, and client execution.
Xiaolin is the Head of International at KraneShares and manages the firm’s business outside of the United States. She oversees efforts to solidify KraneShares’ thought leadership throughout the industry.
Before joining the firm, Xiaolin was responsible for managing $70 billion in client portfolios at J.P. Morgan Private Bank. Xiaolin has extensive experience developing strategic asset allocation for clients globally, investing across traditional and liquid alternative investments. Having lived and worked in Asia, Europe, and the U.S., Xiaolin brings unparalleled market insights to her client engagements worldwide.
Kevin Liu joined China International Capital Corporation (CICC) in 2011 and currently holds the title of Managing Director as a Portfolio Strategist in the Research Department. From a top-down strategy approach by incorporating macro (growth and policy) and micro variables (corporate earnings and valuations etc.), his main responsibility is to provide investors with investment strategies, as well as cross-market/asset/sector allocation recommendations. His focuses include Chinese equities (i.e. H-shares and US ADRs), as well as general global markets (such as US, EU and Japan, and major emerging markets). Mr. Liu ranked the second in Portfolio Strategy of the 2017 II All-China and Mainland China Best Analysts Ranking. Prior to CICC, Mr. Liu worked as a Quantitative Strategist with UBS Hong Kong. He obtained his master degrees from both Cornell University and Tsinghua University.
James Maund joined KraneShares as head of Capital Markets in January 2020. James has more than 15 years of experience in ETF trading and capital markets.
Prior to joining KraneShares, James was a vice president in the Institutional ETF Group / ETF Capital Markets Group at State Street Global Advisors. He has extensive connectivity within the ETF trading ecosystem including market makers, brokers, and exchanges. He is a seasoned speaker at industry events, conferences, and forums on topics related to ETFs, liquidity, options, equity market structure, and trading.
Prior to State Street, James was an ETF trader at Goldman Sachs & Co. His primary responsibility was as a specialist/market maker for Exchange Traded Funds on the floor of the New York Stock Exchange, and later on the American Stock Exchange and in the firm’s Index Arbitrage group.
James earned a Bachelor’s degree in Economics from Wesleyan University in Middletown, CT. He holds FINRA series 7, 63, and 55 licenses.
Leo Yan, CFA, is a member on the Index and Quantitative Investment team at ICBC Credit Suisse Asset Management. Prior to joining ICBCCS, Leo had served in various traditional investment as well as alternate investment roles. His experience covers fundamental analysis as well as quantitative analysis in the Greater China market equities space.
Ning Zhu is a Professor of Finance and Deputy Dean at the Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University. He is a Global leading expert on China’s economy and financial system. Professor Ning Zhu is a faculty fellow at the Yale University and General Secretariat at the International Finance Forum. Previously, he was a chair professor at Tsinghua University and tenured professor of finance at University of California. He provides advising government agencies and corporations in the world and is frequently featured in global media. In addition to his academic research, Professor Zhu helps asset management companies in a wide range of capacities. He has published award-winning and best selling “China’s Guaranteed Bubble” and “The Investors’ Enemy”. During his leave from the University of California in 2008-2010, he led award-winning quantitative strategies and portfolio advisory teams at Lehman Brothers and Nomura.