Event Details

AmCham Shanghai's Financial Services Committee (FSC) will host a webinar/ in-person masterclass on China investment management.

Have you ever wondered how the best China fund managers generate superior returns? Where are they looking? What factors are relevant? Which strategies are appropriate? This panel event will include top experts who will discuss different ways to take positions in the China market and compare the trade-offs: long-term investing versus short-term trading, private versus public markets, onshore (RMB) versus offshore (USD) exposure, top-down macro versus bottoms-up security analysis; value versus growth. No matter your experience level, you're guaranteed to come out better informed about investing in China.

The event will start with a brief primer by Han Lin (NYU Shanghai) on the China economy. We will then be joined by a thoughtful and deeply experienced panel of fund managers consisting of Curt Ferguson (Ventech), Wenjie Lu (BlackRock), Cindy Zhou (XY Investments), and Brett Barna (Barna Family Office) who will share their extraordinary insights on the China investment landscape.

For those who can join the event in-person at the AmCham office, sandwich lunch will be provided.


12 PM - 12:05 PM Zoom Check-in for those joining online

12:05 PM - 12:10 PM Welcome and Event Overview

12:10 PM – 12:25 PM Presentation: A Primer on the China Economy

  • Han Lin, Assistant Professor of Finance, NYU Shanghai & Senior Advisor, The Asia Group

12:25 PM - 1:25 PM Panel Session

  • Curt Ferguson, Managing Partner, Ventech China
  • Cindy Zhou, Founder, XY Investments
  • Wenjie Lu, Chief Investment Officer, BlackRock China
  • Brett Barna, Founder, Barna Family Office

1:25 PM - 1:30 PM Wrap Up

About Financial Services Committee

The FSC is the Chamber's committee for members interested in and involved with the financial services space. It provides an off-the-record forum for discussion of relevant topics spanning banking, securities, insurance, asset management, venture capital/private equity, corporate finance, and fintech.


  • Curtis A Ferguson (Managing Partner at Ventech China)

    Curtis A Ferguson

    Managing Partner at Ventech China

    Curt Ferguson is a Managing Partner at Ventech China, where he helps lead the firm’s investments in consumer markets, fin-tech, and big data, with a focus on Chinese consumers. Curt was previously President of Coca-Cola Greater China, Korea & Mongolia. Prior to joining Coke in China, he held executive positions in the USA and ASEAN before being appointed Managing Director of The Coca-Cola Bottling Company of Egypt in 2000. In late 2003, Curt became Senior Regional Director for the Western Africa Region and was appointed President of the North and West Africa Division in January 2005, covering 27 countries. Later his portfolio expanded to 34 countries to include the Middle East, Pakistan, and Afghanistan as President of the Middle East and North Africa Business Unit. Curt was named to the Forbes Top Ten influential leaders list in the Middle East for six consecutive years. In 2012, his MENA Business Unit was awarded The Woodruff Cup, an award recognizing top company performance.

    Curt holds a degree from the Indiana University Kelley School. He is also a graduate of the Executive Development Program at Stanford University. Curt sits on the Board of the Indiana University Foundation and Kelley Business School Dean’s Advisory Council. He is Chairman of Coca-Cola Bottlers Manufacturing Holdings Limited and its subsidiaries. Curt was named to The Indianan University Distinguished Alumni Service Award recognizing the achievements of alumni in different fields. Curt has extensive experience as a Board Director for Independent Bottlers, community, and business-based organizations.

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  • Brett Barna (Proprietor at Barna Family Office)

    Brett Barna

    Proprietor at Barna Family Office

    Brett Barna manages a portfolio of cross border early stage and public markets investments as proprietor of the Barna Family Office. He served as Chief Investment Officer for Galaxy Investment Partners, the family office of Michael Novogratz, co-founder of The Fortress Investment Group (formerly listed as FIG US). There, he managed an investment team deploying capital into liquid market strategies and opportunistic growth investments across several portfolios and worked on building the infrastructure for external capital.

    Prior, Brett managed money at Moore Capital Management for seven years, starting in 2009. At Moore, he directly managed money both for the investment funds and founder Louis Bacon’s family office. Brett generated over $1bn in P&L for the firm over seven years and, in 2011, was the youngest portfolio manager the firm had appointed.

    Before Moore, Brett was an analyst at Perry Capital and before that at the investment bank of Lazard Frères et Cie in New York. At the University of Michigan, he triple majored in Chinese studies, mathematics, and economics and was president of the Rugby Football Club. He currently supports several charitable foundations including The Robin Hood Foundation, Many Hopes, PANCAN, City of Hope Hospital, and Last Chance Animal Rescue.

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  • Wenjie Lu (Chief Investment Offier at BlackRock China Fund Management Co)

    Wenjie Lu

    Chief Investment Offier at BlackRock China Fund Management Co

    Wenjie Lu is Chief Investment Officer of BlackRock China Fund Management Co. He joined the firm in February 2017 and now leads China onshore investment team across multiple asset classes. Wenjie is also responsible for formulating in-depth local market insights, presenting these as well as views from investment team externally and internally, and developing BlackRock’s global investment capability on Chinese assets.

    Prior to joining BlackRock, Mr. Lu was a China Equity Strategist at UBS Securities based in Shanghai, where he led the China H-share strategy research team which was awarded in polls organized by Institutional Investors and AsiaMoney. He started his career at Deutsche Bank Hong Kong as an analyst in the China macro research team. He also previously worked at Ping An Insurance and China International Capital Corporation.

    Mr. Lu holds a B.S. and a M.Sc degrees from Shanghai Jiaotong University, and a M.Eng degree from Ecole Centrale de Paris.

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  • Han Shen Lin (Assistant Professor of Finance at NYU Shanghai and Senior Advisor at The Asia Group)

    Han Shen Lin

    Assistant Professor of Finance at NYU Shanghai and Senior Advisor at The Asia Group

    Han Lin is an Assistant Professor of Finance at NYU Shanghai. In addition, Han is the China Senior Advisor to The Asia Group (TAG) drawing upon nearly 20 years of in-country experience in China’s financial markets and corporate strategy.

    Prior to his current positions, Han was the Deputy General Manager of Wells Fargo Bank, China, where he served as Interim Country Manager and a member of the Management Control Committee, which oversaw the bank’s China governance and risk management. Han also led the China Corporate Banking business, which advised Wells Fargo MNC clients on their U.S.-China cross-border strategic financing and trade needs. Earlier bank roles included Asia Financial Institutions Payments Product Sales Manager; Senior Coverage Banker in the China Financial Institutions Group (FIG); and corporate strategic projects analyst.

    Han holds advanced degrees, including an MA in International Studies from the Johns Hopkins School of Advanced International Studies, an MS in Global Finance from HKUST-NYU Stern, and an LLM in China Civil and Commercial Law from Fudan University Law School. He completed his undergraduate degree in business (BBA) at the University of Michigan in Ann Arbor.

    Han is active in the American Chamber of Commerce, Shanghai, having served on the Board of Governors and as a former Chair of the Chamber’s Financial Services Committee. He previously served in both the U.S. Marine Corps and Peace Corps (RCPV Ukraine). Han lives in Shanghai with his wife and two daughters.

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  • Cindy Zhou (Founder and CEO of XY Investments)

    Cindy Zhou

    Founder and CEO of XY Investments

    Cindy is the founder and CEO of XY Investments. She is responsible for the development and cultivation of the stock selection models utilized in all of XY’s products as well as the overall management of XY. She has held senior quantitative equity research roles at AQR Capital and Barclays Global Investors. On top of extensive experience in the quant industry, Dr. Zhou also taught at the Haas School of Business, UC Berkeley and continuously published in top-tier academic journals. Cindy received her BA in Computer Science/Accounting from Wuhan University and her Ph.D. in Accounting from Tulane University.

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AmCham Shanghai Conference Center

27F, Infinitus Tower, No.168 Hubin Road, Huangpu District.

Shanghai, China

If you have any questions please contact

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