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Since April, the Chinese government has accelerated the pace of financial sector reforms and openings. From the lifting of equity caps in life insurance and securities to plans for a Shanghai-London stock exchange connection, the Central government is quickly moving forward in creating a more open financial sector. The reforms are illustrative of several broad policy trends in China and will have a significant impact not only on financial institutions but for foreign companies operating in China.


To help members navigate these new trends and provide perspective on what this means for China's broader economic opening agenda, AmCham Shanghai will host a briefing and panel discussion on China's Financial Sector Opening on 8:30 to 10:00 AM, June 27 at AmCham Shanghai Conference Center. Trivium's Andrew Polk will present on China's financial sector reform and opening policies and the impact on businesses. A panel discussion featuring Mr. Polk, CEIBS Economic Professor Oliver Rui and Wells Fargo SVP, Deputy General Manager Han Lin (Chair of AmCham Shanghai's Financial Services Committee) will follow the presentation.


The session is co-hosted by AmCham Shanghai's Financial Service Committee. Please note that this event is "Off-the-Record" and seating will be limited.

Agenda

8:00 AM - 8:30 AM
Registration and Networking
8:30 AM - 9:00 AM
Andrew Polk’s Remarks
9:00 AM - 9:30 AM
Panel Discussion
9:30 AM - 10:00 AM
Q&A

Speakers

  • Andrew Polk (Co-founder of Trivium/China)

    Andrew Polk

    Co-founder of Trivium/China

    Andrew comes to Trivium as the former Director of China Research at Medley Global Advisors, where he advised asset managers and hedge funds on developments in China’s economy and financial markets.

    He also served as resident China Economist at The Conference Board’s China Center, where he conducted economic analysis on the Chinese economy for corporate clients and co-authored The Long, Soft Fall in Chinese Growth.

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  • Oliver Rui (Professor of Finance and Accounting at CEIBS)

    Oliver Rui

    Professor of Finance and Accounting at CEIBS

    Oliver M. Rui is Professor of Finance and Accounting at CEIBS. He is also professionally designated as a Certified Financial Analyst (CFA) and Financial Risk Manager (FRM).
    He holds a B.S. degree in International Economics (1990) from the Institute of International Relations in Beijing, a MSc. degree in Economics (1993) from Oklahoma State University as well as an MBA in Statistics (1995) and a Ph.D. in Finance (1997), both from the University of Houston.
    He is a member of the risk management committee at Shanghai Clearing House. He also serves as an independent director for several listed companies in mainland China and Hong Kong.
    Prof. Rui is a former member of the Panel of Examiners of the Securities Industry Examination of the Hong Kong Stock Exchange, a Member of the American Finance Association, Financial Management Association, American Accounting Association, and the Hong Kong Securities Institute. He was a member of the Advisory Board of the Business Valuation Forum in Hong Kong, a visiting financial economist at the Shanghai Stock Exchange, research fellow at both the Hong Kong Institute for Monetary Research and the Asian Development Bank Institute, as well as a vice president of Hong Kong Financial Engineering Association.
    Prof. Rui is also an award winning teacher, author and researcher with a wide range of research interests. His insight and expertise on finance matters have made him a sought-after source for international media.

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  • Han Shen Lin (SVP, Deputy General Manager at Wells Fargo)

    Han Shen Lin

    SVP, Deputy General Manager at Wells Fargo

    Han Lin is a Deputy General Manager of Wells Fargo in China, and a Senior Relationship Manager. In his role, Han advises Wells Fargo commercial customers on their U.S-China cross-border strategic financing and trade needs. Wells Fargo provides international banking services to corporates, financial institutions and multilateral agencies – organizations such as the United Nations and World Bank – through more than 35 offices worldwide. Offerings include local currency financing, payments, collections, trade services and outsourcing, deposits, credit, foreign exchange, and derivatives. Han began his career with Wells Fargo in 2004 in Charlotte, N.C. where he was involved in a series of strategic initiatives encompassing credit, payments, trade and acquisitions. Two years later, he moved to China where he has been ever since. He is currently the Chair of the Financial Services Committee, American Chamber of Commerce Shanghai and lives in Shanghai with his wife and two daughters.

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Tickets

A prepayment is required when choosing 'Members only price' or 'Standard Price'.

“会员票价”及“标准票价”要求您在提交注册信息后即刻完成在线预付,若您希望在活动现场支付门票,请选择“现场票价”。
Member Ticket
Member Price Complimentary
Member Company Employee Ticket
Standard Price RMB 100
Door Price RMB 100
Non-Member Ticket
Standard Price RMB 200
Door Price RMB 200