时间:2015-03-10 09:36 作者:CFA 来源:未知
随着中国经济的持续增长,中国金融领域也在经历着一些微妙的变化。2008年中国经济遭遇美国次贷危机的外部冲击,为提振经济增长,中国政府取消了对商业银行的信贷额度控制并敦促后者增加贷款规模,从而催生了信贷投资的浪潮,然而市场活跃的同时也隐藏着风险危机,从2010年起,央行与银监会开始恢复对商业银行的贷款额度控制,但至今为止,“影子银行”在信贷投资中依然扮演着重要角色。CFA Society of Chicago邀请三位业界人士讨论中国影子银行及其对中国及世界经济的影响。
Panelists
Patrick Chovanec is Managing Director and Chief Strategist at Silvercrest Asset Management, which manages $16.6 billion on behalf of wealth families and selected institutions. He is also an Adjunct Professor at Columbia University's School of International and Public Affairs (SIPA). His insights into the global economy are widely featured in the media. He appears frequently on CNBC, Bloomberg, CNN, Fox Business, NPR, and BBC, and is frequently quoted in the Wall Street Journal, Financial Times, Washington Post, BusinessWeek, Foreign Policy, and other prominent news sources. Before joining Silvercrest, Patrick was an Associate Professor of Practice at Tsinghua University's School of Economics and Management in Beijing, where he also served as Chairman of the Public Policy Development Committee for the American Chamber of Commerce in China, and advised numerous governments, investment funds, and Fortune 500 corporations on the Chinese economy. Previously, he worked for a series of private equity funds focused on emerging markets, and served as director of Institutional Investor's Asia Pacific Institute, based in Hong Kong, and its Global Fixed Income Institute, based in London. Before heading to Asia, Patrick worked in Washington, DC, as an aide to political strategist William Kristol and to now-Speaker of the House John Boehner. Patrick holds an BA in Political Economy from Princeton University and an MBA in Finance and Accounting from the University of Pennsylvania's Wharton School, where he graduated as a Palmer Scholar. He is a Certified Public Accountant (CPA).
Andy Rothman is an Investment Strategist at Matthews International Capital Management, LLC. He is principally responsible for developing research focused on China's ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm's perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews in 2014, Andy spent 14 years as CLSA's China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. he earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.
Moderator:
Evan A. Feigenbaum is Vice Chairman of The Paulson Institute at the University of Chicago, a nonpartisan "think and do" tank established in 2011 by Hank Paulson, the former U.S. Treasury Secretary and CEO of Goldman Sachs. He is also Nonresident Senior Associate for Asia at the Carnegie Endowment for International Peace. He leads the Paulson Institute's He leads the Paulson Institute's research, policy, and investment-related programs, including a small think tank focused principally on the Chinese economy. Initially an academic with a PhD in Chinese politics from Stanford University, his work has since spanned government service, think tanks, the private sector, and three regions of Asia - East, Central, and South. From 2001 to 2009, he served as Deputy Assistant Secretary of State for South Asia (2007-09), Deputy Assistant Secretary of State for Central Asia (2006-07), Member of the Secretary of State's Policy Planning Staff with principal responsibility for East Asia and the Pacific (2001-06) under Secretaries Colin Powell and Condoleezza Rice, and as an advisor on China to Deputy Secretary of State Robert B. Zoellick, with whom he worked closely in the development of the U.S.-China senior dialogue. During its intensive final phase from July to October 2008, he co-chaired the coordinating team charged with completing the U.S.-India civil nuclear initiative. He negotiated agreements with the governments of Kazakhstan and Turkmenistan, and also has extensive policy experience with North and South Korea, Japan, and Southeast Asia. He received three individual and two group Superior Honor Awards from the State Department. Outside of government, he has been Senior Fellow for Asia at the Council on Foreign Relations; head of the Asia practice group at Eurasia Group, a leading political risk consultancy, working principally with financial institutions and corporate clients; and taught at Harvard University and the U.S. Naval Postgraduate School. His most recent monograph is The United States in the New Asia.