U.S.-China Financial Services Forum
2013 BOSTON-CHINA FINANCIAL SERVICES FORUM
SEPTEMBER 25-27, 2013
The First Annual Boston-China Financial Services Forum welcomes a group of 30 Boston and Chinese executives, government officials and academic experts to two days of roundtable discussions aimed at investigating and creating partnerships beneficial to both economies.
The attending Chinese firms hope to gain a better understanding of the U.S. market, specifically Boston and its financial services leaders, and how to use those firms as a model for long-term international success. The goal is to create partnerships that will allow the Chinese firms to successfully and efficiently invest in U.S. markets.
The Forum is joined for a presentation by Hank Paulson, former U.S. Secretary of the Treasury under President George W. Bush. His lunch discussion touches on the advantages of partnerships with China and lessons learned from the 2008 Financial Crisis.
The Boston-China Financial Services Forum is supported by Fidelity and Sovereign | Santander, with planning from Primavera Capital Group Chairman Dr. Fred Hu.
U.S.-China Financial Services Forum Kickoff
On November 19 and 20 in Shanghai, at the request of the Shanghai government's Finance Office that oversees the city's corporate ownership interests, a group of Boston finance and professional firms and their executives kicked off at Jiao Tong University's finance institute a "first of its kind" ongoing Boston-Shanghai executives' network in meetings and dinners with 60 Chinese CEOs and managing directors. A web-based professional community will sustain the network.
25 executives representing 12 different western companies participated with 40 executives from 26 Chinese firms in the kickoff of the Forum linking Boston, New York and Shanghai in Shanghai last month.
The launch was supported and sponsored by the Shanghai government in partnership with the new Finance Institute at Shanghai's Jiao Tong University, and on the western side under the umbrella of the Boston Financial Services Leadership Council by Pyramis - Fidelity's global institutional investment arm, Natixis and State Street and their senior executives. The Boston delegation included representatives from PwC, Goodwin Procter, Bain Capital, J.P. Morgan, Fleishman-Hillard, Linden Street Capital, and Milestone Capital.
Mass Insight organized a leadership program at the request of the Beijing Municipal Government for a selected group of 25 Beijing financial services industry executives and government officials from October 28 to November 18, 2009. The program included visits to Silicon Valley and New York, and a two-week classroom program in Boston held at the Boston Federal Reserve and the Harvard Kennedy School.
The curriculum considered the development and competitive advantages of leading financial centers and U.S. models of financial industry growth to help participants better envision paths for Beijing to maintain and enhance its status as a financial services leader. Experiential learning through visits to leading American financial services organizations were an important part of the program.
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The Beijing delegation met with Boston Mayor Thomas Menino on November 5, 2009 at State Street's Boston headquarters.
Click on the links below to view selected presentations from the Beijing program.