april 14, 2018

emerging markets summit

as global markets shift, so should the way you do business

ASIA PACIFIC - INVESTING
"CHINA'S INVESTMENTS IN GLOBAL MARKETS"

China has become the world's second-largest overseas investor behind only the United States. While this is largely due to investment in the U.S, there has been increasing investments in emerging markets. With FDI footprints in natural resource extraction industries across all emerging markets, and an uprising into technology markets in more developed regions, China's overseas assets are forecast to triple by 2020. With government policies encouraging overseas investment, how is the trajectory in outward capital flows affecting inward flows? Will China's foreign investment stocks remain small compared to the advanced economies of Europe and North America? We discuss the strategies that underpin China's dominance and forecast future investing trends in Asia.

KEVIN ROSS, '14

Senior Vice President at Advisory Research, Inc

  • Kevin Ross is a Senior Vice President at Advisory Research, Inc. Prior to joining the firm, Kevin was an international equity analyst at Driehaus Capital Management in Chicago. He also worked as a senior research associate at Raymond James with a focus on the real estate industry. Kevin has over 12 years of investment experience in US, Asia, Europe, Latin America, and EMEA markets. Kevin holds a B.S.B.A. in finance and international business from Washington University – St. Louis and an M.B.A. from the University of Chicago Booth School of Business with concentrations in finance, international business, and economics. He is an active CFA charter holder.
  • Kevin Ross is a Senior Vice President at Advisory Research, Inc. Prior to joining the firm, Kevin was an international equity analyst at Driehaus Capital Management in Chicago. He also worked as a senior research associate at Raymond James with a focus on the real estate industry. Kevin has over 12 years of investment experience in US, Asia, Europe, Latin America, and EMEA markets
  • Kevin holds a B.S.B.A. in finance and international business from Washington University – St. Louis and an M.B.A. from the University of Chicago Booth School of Business with concentrations in finance, international business, and economics. He is an active CFA charter holder.

VIVIAN THURSTON

Partner and China Equity Generalist, William Blair

  • Vivian Lin Thurston is a Partner and China Equity Generalist at William Blair Investment Management. She previously held various positions including Vice President and Consumer Sector Head at Calamos Investments and Executive Director at UBS Global Asset Management/Brinson Partners, where she was responsible for stock selection and research for consumer sectors in the United States and Emerging Markets. She is a member of the CFA Institute and the CFA Society of Chicago. She is also the founder and Chairwoman of the Board of the Chinese Finance Association of America. Education: B.A., sociology, Peking University; M.A., sociology and finance, University of Illinois Urbana-Champaign.
  • Vivian Lin Thurston is a Partner and China Equity Generalist at William Blair Investment Management. She was previously a Global Research Analyst covering large-cap consumer stocks at the firm. Prior to joining William Blair, she was Vice President and Consumer Sector Head at Calamos Investments. Before that, she was an Executive Director and Senior Investment Analyst at UBS Global Asset Management/Brinson Partners, where she was responsible for stock selection and research for consumer sectors in the United States and Emerging Markets. Vivian also held roles at Mesirow Financial, China Agribusiness Development Trust and Investment Corporation, and Vanke.
  • She is a member of the CFA Institute and the CFA Society of Chicago. She is also the founder and Chairwoman of the Board of the Chinese Finance Association of America, a 501 (C) non-profit organization. Education: B.A., sociology, Peking University; M.A., sociology and finance, University of Illinois Urbana-Champaign.

ADAM SUN, '98

Founding Partner, Ocean Pine Healthcare Fund

  • Mr. Adam Sun is the Founding Partner of Ocean Pine Healthcare Fund. Prior to that, he served as the CFO and CIO of Concord Medical Services (NYSE: CCM), a leading specialty hospital management solution provider and largest network of radiotherapy and diagnostic imaging centers in China. He has accumulated rich experiences in overseas investment and acquisition, including the acquisition of the MD Anderson Proton Therapy Center in 2012 and multiple cross-border projects. He also served as the Chairman of the Board of MD Anderson Proton Therapy Center. Adam received his MBA from The University of Chicago Booth School of Business and his BA from Foreign Affairs College in Beijing, China.
  • Mr. Adam Jigang Sun is the Founding Partner of Ocean Pine Healthcare Fund. From September 2011 until July 2016, he has served as the Chief Financial Officer and Chief Investment Officer of Concord Medical Services (NYSE: CCM), a leading specialty hospital management solution provider and operator of the largest network of radiotherapy and diagnostic imaging centers in China. He has accumulated rich experiences in overseas investment and acquisition, including the acquisition of the MD Anderson Proton Therapy Center in 2012 and multiple cross-border projects. He has also served as the Chairman of Board of Directors, MD Anderson Proton Therapy Center.
  • Mr. Sun received his MBA degree from The University of Chicago Booth School of Business in 1998 and his BA degree from Foreign Affairs College in Beijing, China.

Daniel Lansberg

Director of Latin America, Greenmantle

  • Daniel Lansberg-Rodriguez is the Director for the Latin America region at Greenmantle LLC, a boutique macroeconomic, geopolitical intelligence, and risk advisory servicing some of the largest investment funds and family offices in the world. His teaching and research focus includes political risk, geopolitics, corruption, country branding, family enterprise in emerging markets, as well as institutional and constitutional development in Latin America.
  • Daniel frequently appears as an analyst international media he is a frequent guest on CNN, France24, NTN24, Al Jazeera, and NPR.
  • Daniel holds a B.A. cum laude from Carleton College, a J.D. from the University of Chicago, and an M.P.P. from Harvard University with a concentration in International Trade and Finance.