Navigate China's complex investment landscape. Evaluate political pragmatism vs. market dynamics to uncover risk-adjusted opportunities in a transforming economy.
Despite being thousands of years old, China’s current economic and political system began to take shape only in the late 20th century, particularly following the economic reforms initiated in the late 1970s.
Today, China represents one of the largest economies in the world, a breeding ground for innovation, and an exciting capital market increasingly open to foreigners. However, recent policy swings and geopolitical events have called many items into question—is China investable? Is it possible to develop a long-term view despite short-term geopolitical headwinds? And, most importantly, will the many years of progress toward economic and political pragmatism win the day?
We're joined by China private capital investor pioneer, Ed Grefenstette, CEO and CIO of The Dietrich Foundation.
Chartered Alternative Investment Analyst Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative investments are converging at an unprecedented pace. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. CAIA Association creates dynamic and captivating learning experiences designed to engage investment professionals at every level. Its programs – the CAIA Charter and the CAIA.nxt™ platform – offer critical levels of access to a comprehensive curriculum that equips the investment community with the skills and knowledge needed to build modern portfolios. CAIA Association is a global member-driven community of more than 14,000 professionals, united by a shared commitment to improving investment outcomes and building a more aligned, principled capital market system.
CEO and CIO, The Dietrich Foundation
Ed Grefenstette serves as the President, Chief Executive Officer, and Chief Investment Officer of The Dietrich Foundation. Prior to joining Bill Dietrich in April 2010, he served as Treasurer and Chief Investment Officer of Carnegie Mellon University (CMU) in Pittsburgh. He previously co-founded Commonwealth Capital Group, L.P., a small-cap private equity fund, following seven years in investment banking and law. He earned his AB in Economics with honors from Georgetown University, a JD with honors from Georgetown University Law Center, and an MBA in Finance and Strategy with honors from CMU. Ed has been a frequent speaker on topics in private equity/venture capital at conferences and universities around the world, particularly on VC in emerging markets. In addition to serving as a Trustee of The Dietrich Foundation, he currently serves as a trustee and/or member of the investment committee of Carnegie Mellon University, the University of Pittsburgh, and the University of Pittsburgh Medical Center (UPMC). He also serves as a Trustee of the Thomas and Sandra Usher Camp (aka SB2W Citikidz).
