Harvard Club of San Francisco

China and India: Investment Opportunities in the 21st Century

As two of the most populous countries in the world, China and India are superpowers that share a border, as well as increasing economic integration. Ultimately, it maybe the rise of China and India that shape key investment opportunities in the 21st century.

Hear insights from Matthews Asia experts Andy Rothman (China Investment Strategist ) and Sunil Asnani (India Fund Manager) on the unique paths to growth that China and India have chosen to pursue. Together with Dan Skelly, (head of Morgan Stanley Wealth Management’s Equity Model Portfolio Team), our panel will discuss what they think are the implications for multinational corporations as well as their ideas on investable opportunities, along with risks every investor should be aware of.

Venue: Morgan Stanley
555 California St., 35th floor
San Francisco, CA 94104

Date: July, 19th 2017
Time: 6pm - 8pm
Parking - best garage to park is St Mary’s Garage across the street.
Appetizers and drinks will be provided

Member price is $20
Non-member price is $35

Click here to register

Elaine Shen, Financial Advisor, Moderator
Elaine is a financial services industry veteran with over 15 years of investment experience at major financial institutions in San Francisco, New York and Hong Kong. She holds an MBA from Harvard Business School, as well as a Bachelor of Arts degree (double majoring in economics and political science) with distinction from Mount Holyoke College, where she was a Sarah Williston Scholar. Elaine has passion for helping successful executives, as well as keen interest in the global capital markets. Prior to joining Morgan Stanley Wealth Management, Elaine served as a Managing Director at Macquarie Capital in institutional sales and trading. Elaine is a native speaker of Mandarin Chinese.

Andy Rothman, Investment Strategist, Speaker
Andy Rothman is an Investment Strategist at Matthews Asia. 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 Asia 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.

Sunil Asnani, Portfolio Manager, Speaker
Sunil Asnani is a Portfolio Manager at Matthews Asia and manages the firm’s India strategy. Prior to joining the firm in 2008 as a Research Analyst, he was a Senior Associate in the Corporate Finance and Strategy practice for McKinsey & Company in New York. In 2006, Sunil earned his M.B.A. from The Wharton School of the University of Pennsylvania. From 1999 to 2004, he served in various capacities, including as Superintendent of Police, for the Indian Police Service in Trivandrum, India. Sunil received a Bachelor of Technology degree from the Indian Institute of Technology in Delhi, India. He is fluent in Sindhi, Hindi and Malayalam. Sunil has been a Portfolio Manager of the Matthews India Fund since 2010.

Dan Skelly, Executive Director, Speaker
Dan Skelly is an Executive Director and head of Morgan Stanley Wealth Management’s Equity Model Portfolio Team. He received an undergraduate degree at Brown University, where he participated in the investing club that helped manage the university’s endowment. Dan began his career in finance at Morgan Stanley in 2005, where he’s worked for the last 17 years. On a typical day, Dan analyzes companies for Morgan Stanley’s U.S. Equity Model Portfolio, which took first place in the Barron’s- Zacks 2014 ranking of top stock selections.
 

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