Events

Dan Wang, who was Gavekal's technology analyst for six years, has just published an important book, Breakneck: China's Quest to Engineer the Future, which spent two weeks near the top of the New York Times non-fiction best-seller list. Dan argues that the engineering mindset of China's government is why the country has become the world's undisputed manufacturing superpower. Meanwhile, the US has seen its manufacturing capacity degrade thanks in part to an over-lawyered society that worries too much about process and not enough about results. Dan will join Gavekal head of research Arthur Kroeber in a conversation about China's technological progress and competition with the US.

You are cordially invited to join our upcoming seminar in Washington, DC, on Wednesday, October 15.

We invite attendees to join us at 17:30-18:00 for a welcome drink and hors d’oeuvres ahead of the presentations, which will begin at 18:00.

The program will open with Gavekal Co-Founder & CEO Louis-Vincent Gave and Co-Founder & Chief Economist Anatole Kaletsky, who will share their perspectives on the global investment and economic outlook.

The following segment will feature Head of Research for Gavekal Arthur Kroeber and Research Director of Gavekal Technologies Laila Khawaja. Together, they will discuss the current state of China’s economy and the evolving US-China technology rivalry.

We look forward to welcoming you to an evening of insights and discussion.

Our next Gavekal London Conference will feature a series of panel discussions where Gavekal senior partners and analysts will discuss the big macro themes influencing global markets.

Program:

12:00-12:40
Registration, lunch, networking

12:40-12:45
Welcome from Gavekal Partner

12:45-13:30
Panel 1. China and Emerging Markets
Panelists: Arthur Kroeber, Chris Beddor, Tom Miller
Moderator: Tom Holland

13:35-14:20
Panel 2. Global Macro: The End of US Exceptionalism?
Panelists: Louis Gave, Anatole Kaletsky, Will Denyer
Moderator: Arthur Kroeber

14:25-14:55
Panel 3. Fireside Chat with Charles Gave
Panelist: Charles Gave
Moderator: Tom Holland

14:55-15:15
Coffee break

15:15-16:00
Panel 4. Trade and Technology Wars
Panelists: Laila Khawaja, Thomas Gatley, Cedric Gemehl
Moderator: Arthur Kroeber

16:05-17:00
Panel 5. Investment Strategy
Panelists: Louis Gave, Anatole Kaletsky, Didier Darcet
Moderator: Pierre Gave

17:00-19:00
Drinks reception to continue the discussions

You and your colleagues are cordially invited to our seminar in Milan on Thursday, October 23, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Partner/Chief US Economist Will Denyer.

The speakers will discuss the global investment outlook and provide an update on US market.

Coffee will be served from 8:30 and the presentations will commence at 9:00.

You and your colleagues are cordially invited to our upcoming seminar in Singapore with Gavekal co-founder and CEO Louis-Vincent Gave and Founder of Dragonomics and Head of Research Arthur Kroeber. The speakers will discuss the global investment outlook and provide an update on China's economy and markets.

Schedule:
4:00pm - 4:30pm - Guest arrival. Snacks and drinks to be provided
4:30pm - Global macro outlook by Louis-Vincent Gave
5:15pm - China economy and markets by Arthur Kroeber
6:00pm - Q&A
6:30pm - Drinks and refreshments

You are cordially invited to our upcoming luncheon seminar in New York on Thursday, December 11.

The program will feature a panel discussion with Gavekal Co-Founder and CEO Louis-Vincent Gave and Head of Research Arthur Kroeber. They will share their perspectives on the global investment and economic outlook, with a particular focus on China’s economy and the evolving US-China technology rivalry.

A seated lunch will be served at noon.

We look forward to welcoming you to an engaging discussion and exchange of ideas.