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BRIC+ Study Tour China

Since 2006, we've led more than 80 practitioners on a BRIC+ Study Tour China. It is an independently developed and managed, high intensity, jam-packed, seven-day in-country learning program of unique briefings, case studies and site visits focused on four core themes -  China's economy, business environment, investment markets, and social drivers.

Open by application to a maximum of 25 senior wealth management professionals, it will materially increase your knowledge of this influential market, its future trends, challenges and risks, and the implications for portfolios.

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Why attend?       Why China in particular?        Program overview        What you'll get out of it           Send me more info >

Who is it suited to?

BRIC+ Study Tours are relevant to all wealth management professionals who have a responsibility to understand the drivers and outlook for investment markets, one of the three pillars of portfolio construction.

Why attend a BRIC+ Study Tour?

Just as England grew to economic dominance in the late 1800s and the US in the 1900s, this century we'll see the emergence and dominance of the Big Rapidly Industrialising Countries - particularly Brazil, Russia, India and China.

It is therefore imperative that wealth management professionals become as familiar with the developing markets as they are the developed markets - and the most sensible place to start is with the BRIC countries. They're not only the biggest growth markets, they're also excellent case studies for the challenges and opportunities within other, smaller developing markets. And, of course, the most effective and rewarding way to learn about any investment market is to experience it for yourself!                                                                                  More on why attend a BRIC+ Study Tour >

Why China in particular?

China has an enormous impact on global investment markets. In just 30 years, it has transformed itself from a centrally planned system largely closed to international trade to a market-oriented economy with a rapidly growing private sector. Last decade, we saw the “arrival” of China - by 2010, China was the world’s largest exporter and outperformed all other major economies with GDP growth around 10%, overtaking Japan to become the world’s second largest economy.

This decade, the more striking story will be rise of China’s new middle class. The number of its people entering the middle class will peak during this decade. As the world’s most populous nation with 1.3 billion people, China’s rising incomes will have a much greater impact on global demand for value-added goods (cars, office equipment, technology, etc) than any other country.  These shifts in spending provide significant opportunities for those building portfolios. But the China story is not without its risks, amid high inflation, a speculative property bubble and debt at 200% of GDP.

As the largest and fastest growing of the BRIC countries, and given its enormous impact on the global economy, China is the most important developing market of which wealth management professionals must gain a first-hand knowledge, understanding and experience.

BRIC+ Study Tour China program

A BRIC+ Study Tour China is a high intensity, jam-packed seven-day in-country learning program of unique briefings, case studies and site visits with clear learning aims and outcomes.  It's no junket!

The program is independently developed and managed exclusively by the PortfolioConstruction Forum team and led by publisher, Graham Rich >.

BRIC+ Study Tours are independent - delegates pay their own way - so the aim is not to promote specific products.

The program features a unique faculty of investment and business experts from within China and around the world, and is solely focused on four core themes - China's economy, business environment, investment markets, and social drivers - highlighting future trends, challenges and risks, and the implications for portfolio construction.

Sunday
Our BRIC+ Study Tour China commences in Shanghai, China’s dynamic commercial commercial capital. After an orientation briefing in the morning at which you'll meet your fellow delegates and have a detailed briefing on our week’s program, we spend the afternoon on a guided walking tour of Shanghai’s historic waterfront to the centre of the city’s heart, People’s Square, with its historic old buildings and, finally, along the development of Suzhou Creek.

Monday
We are up early for a day of back-to-back investment briefings on China's economy and business environment, as well as backgrounders on China’s equity, debt and financial services markets.

Tuesday
We’re out and about in Shanghai, for two investment case studies, each focused on a key sector of China's economy, and incorporating company and site visits. 

Wednesday
In the morning, we fly to Beijing, then travel by bus to a purpose-built training facility at the foot of the Great Wall for an in-depth briefing with our Chinese elder statesman, Xisu Wang >, discussing China’s complex society. Later that afternoon, we walk along the Great Wall and watch the sun go down.

Thursday
We have the Great Wall to ourselves as we watch the sun rise, then join our Grand Master, Xisu Wang, for a further interactive discussion about China. We then return by bus to Beijing for our next investment case study.

Friday
It’s an early start as we make our way to our final investment case study. Then, over lunch, we have our Key Takeouts workshop in which delegates share and debate their key takeouts from the Study Tour. In the afternoon, we take a tour of some of the key sites of Beijing, followed by our final dinner at an iconic Beijing restaurant.

Saturday
Delegates are able to leave from today - those flying out later in the day can spend more time exploring Beijing (own arrangements) before heading to the airport for the flight home.

What you'll get out of the BRIC+ Study Tour China

A BRIC+ Study Tour China will materially increase your knowledge and experience of this influential market - and help you build better quality portfolios. It is:

Effective – you'll come away with exclusive insights into China's economy, business environment, investment markets and social drivers that you just cannot get sitting at your desk or attending briefings in your home country.

Exclusive - you'll be one of a very small, high-quality peer group of senior, experienced wealth management professionals with whom you will form career-long professional friendships.

Expert – you'll meet and debate with our exclusive network of local experts and businesses and take away an insider's perspective on what's really happening in China.

Engaging – in-depth Socratic debate and active discussion is encouraged (indeed, expected!) and hearing other delegates' unique views on China will help test and form your own key takeouts.

Efficient – after just seven days, you'll have an invaluable, first-hand knowledge, understanding and experience of China, and the complex issues related to including an exposure to it in portfolios.

Send me more info >

 

 

 

 

 
BRIC+ Study Tours >