[Webinar] China and the Future of Global Asset Allocation

CPT/CE Eligibility (A Recognized CPT Provider)

CPT hour(s)	1
PL (CE) hour(s)	1
RBV CPD hour(s)	1

EVENT DETAILS

(CODE: 220425LU-CEX)

China’s rise in global economic influence, increased market size, improved market accessibility and inclusion into MSCI flagship indexes have led investors to consider different approaches to China allocation. Due to the complexity of China’s market landscape and investment opportunity set, however, it is no simple task. In this webinar, our panel of speakers will highlight:

• The MSCI China A Shares inclusion journey and what’s next?
• Why consider a dedicated China allocation program?
• What is the role of market-cap indexes in the investment process?
• What are the emerging trends in ESG, climate and thematic investing?

After Dr. Zhen Wei’s presentation, Mr. Edwin Fan, CFA will discuss with Dr. Zhen on some topical issues related to asset allocation. The two gentlemen will also answer questions from the participants before closing the webinar.

About the Speakers

Dr. Zhen Wei, PhD, CFA
Managing Director and
Head of APAC Index Solutions Research
MSCI

Dr. Zhen WEI is a Managing Director at MSCI and responsible for bringing MSCI’s integrated investment solutions to leading investors across the APAC region. In addition, he spearheads thought leadership on China and Emerging Markets, Global Investing, Factor Investing, ESG Investing and Asset Allocation.

Prior to joining MSCI, Zhen Wei led the Asia Pacific team of the Global Cross Asset Systematic Research division at J.P. Morgan. Before this, Zhen was a senior equity strategist at Bank of America Merrill Lynch and fixed income strategist at Lehman Brothers. Mr. Wei has extensive research experience in global macro, ESG integration, asset allocation, risk management, quantitative models and investment product design. His research has been published in various international journals.

Zhen Wei acquired his PhD in Statistics and Master Degree in Financial Mathematics from Stanford University. He lectured MBA courses at the Chinese University of Hong Kong.

Rating General
Material presented will be basic and of interest to a general audience having no background in the area. 

CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at event@cfahk.org to register

Other Details:

• This Webinar is a complimentary event for all members.
• Upon registration on the Zoom platform, each registrant will be given a unique link for each session, please do not share the link with others.
• Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. Please see below for further details.
• To qualify for CPT/CE hours, all participants must attend the full webinar. After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• The webinar link and email confirmation will be sent to registrant upon successful online registration. 
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• The webinar will be conducted on Zoom.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 12:30 PM.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• CFA Society Hong Kong will closely monitor and assess the ongoing situation of COVID-19 in the community. Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained. 
• *For Guest/ non-member/ Candidate, $150 is required for the CPT Attendance Letter, please click the box below for CPT attendance letter. You will be directed to Paypal to complete the order. Please submit your application before the registration deadline (21 Apr).
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.