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    Amid, the COVID-19 crisis, the safety and well-being of our members, guests, volunteers and staff are of the upmost importance to us.  With a state of emergency being declared state and nationwide, we are cancelling all live events through May 31, 2020.  We will attempt to convert these events to a virtual experience, where feasible or look to reschedule. 

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    Entering The Middle Kingdom | Technology Enabled Investing in China-A Shares

    March 11, 2020
    11:30 AM - 1:00 PM
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    The Buckhead Club 3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326  Directions


    $20.00 CFA Atlanta Namebadge

    $15.00 Member Ticket | Advanced Registration Required

    $35.00 Guest Ticket | Advanced Registration Required

    MSCI just added China A-shares in its emerging market and global indexes.  BlackRock began investing onshore in China in 2012 and will be in to shed light on the early-movers’ advantage:

    • BlackRock believes the MSCI inclusion of China A shares into indexes (3.4% of MSCI EM Index by November 2019, per MSCI announcement in March 2019) may provide a strong tailwind from index buyers
    • Given low current foreign ownership (less than 4%) significant capital is likely to move into China
    • Relative to China’s economic relevance, China is under-represented within client portfolios
    • Both the economy and equity markets are becoming more shareholder friendly


    BlackRock will elaborate on applying an active quant approach in China:

    • Potential ideal ground for Big Data and Machine Learning tools
    • New sources of information available
    • Technology such as machine-reading and AI are required for this unstructured information
    • Quant in combination with traditional approaches may provide powerful results

    HENRY SHEN, Active Equity Strategist within Systematic Active Equity, BlackRock

    Henry Shen, Director, is a senior investment strategist within BlackRock's Systematic Active Equity (SAE) group. He is responsible for the growth of SAE's investment platform, with primary focuses on China-A, Asia Pacific, and Global Equity strategies. 

    Prior to his current role, Mr. Shen was a member of BlackRock's Asia ex-Japan Institutional Client Business group, responsible for developing and maintaining institutional relationships with clients and prospects in Taiwan and China.  Before joining BlackRock in 2012, Mr. Shen was a researcher at the Duke Medical Center and the University's Department of Biomedical Engineering. He is a published author for the Journal of Biomechanics.

    Mr. Shen studied Biomedical Engineering and Economics, and received a Bachelor of Science in Engineering degree from Duke University.


    Future Events

    Online Series: Cyber Security Forum 2020

    April 02, 2020
    2:00 PM - 3:15 PM


    Co-promoted in partnership with CFA Society NY, a virtual event

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    Online Series: The SECURE Act and Why It Matters

    April 15, 2020
    12:00 PM - 12:45 PM

    Via Webex - Please contact Cathy Ford ([email protected]) for details

    1hr Pd Credit

    Read More

    Online Series: Introduction to Python for Business and Finance | A Cognitir Workshop

    April 17, 2020
    9:00 AM - 5:00 PM


    Join us for this unique learning opportunity

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    Annual Meeting, A Fireside Chat with Rupal J. Bhansali

    June 10, 2020
    5:30 PM - 8:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    1hr PD Credit

    Read More