• The Darden School of Business and China Europe International Business School (CEIBS) hosted the ninth CEIBS Private Wealth Investment Forum on Saturday 5 May 2018 in Shanghai. Through partnership with CEIBS, the conference expanded the Darden School’s annual Shanghai Investing Summit into its fifth consecutive year. Read more about the event in our press release.


    Saturday 5 May 2018

    Keynote speakers included:

    • Nick Sargen, Senior VP, Chief Economist, and Senior Investment Advisor, Fort Washington Investment Advisors, Inc; lecturer, University of Virginia Darden School of Business

    • HA Jiming, Senior Fellow, China Finance 40 Forum

    • RUI “Oliver” Meng, Professor of Finance and Accounting at CEIBS, Director of CEIBS Shoushan Center for Wealth Management

    • LIU Yuhui, Professor Chinese Academy of Social Sciences, Chief Economist, TF Securities 


    Shanghai Petrochemical Auditorium, CEIBS Shanghai Campus
    699 Hongfeng Road

    Pudong, Shanghai
    P.R. China  

    中欧国际工商学院上海校区 石化厅


    The forum had live translation service allowing both speakers of Mandarin and English to attend and participate. 

    Darden-invited Keynote Bios:

    Nicholas P. Sargen is an international economist turned global money manager.  He has been involved in international financial markets since the early 1970s, when he began his career at the U.S. Treasury and the Federal Reserve Bank of San Francisco.  He subsequently worked on Wall Street for 25 years, holding senior positions with Morgan Guaranty Trust (VP- International Economics Department), Salomon Brothers Inc. (Director of Bond Market Research), Prudential Insurance (CIO for Global Fixed Income Advisors) and J.P. Morgan Private Bank (Chief Investment Strategist).  In 2003 he became Chief Investment Officer for the Western & Southern Financial Group and its affiliate, Fort Washington Investment Advisors Inc., where he now serves as Chief Economist.  

    Sargen has written extensively on international financial markets, and he recently authored a book, Global Shocks: An Investment Guide for Turbulent Markets.  He appeared frequently on business television programs throughout his career on Wall Street, and was a regular panelist on Louis Rukeyser’s Wall Street Week.  He was born and raised in the San Francisco Bay Area, and received a B.A. in Economics from the University of California, Berkeley, and an M.A. and PhD in Economics from Stanford University.  He is also an adjunct professor at the University of Virginia’s Darden School of Business, and he has recently relocated to Keswick, Virginia.


    Jiming Ha was vice chairman and chief investment strategist of the Investment Strategy Group for Private Wealth Management (PWM) within the Investment Management Division, focusing on macroeconomic research in China. He joined Goldman Sachs in Investment Banking Services as a managing director in 2010. Prior to joining the firm, Jiming was a chief economist at China International Capital Corporation from 2004 to 2010. Before that, he was a senior economist at the International Monetary Fund (IMF) from 1993 to 2004. Jiming worked at the Hong Kong Monetary Authority within the IMF from 2001 to 2003 and served as the IMF resident representative to Indonesia from 1999 to 2001. Jiming earned a PhD in Economics from the University of Kansas and an MS and BS from Fudan University in Shanghai.

    Pedro Matos is the Academic Director of Richard A. Mayo Center for Asset Management, holds the John G. Macfarlane Family Chair in Business Administration and is an Associate Professor of Finance at the University of Virginia Darden School of Business.

    His research focuses on the growing importance of institutional investors in financial markets worldwide. His work has been published in top academic journals and featured in the press, including in The Economist, Financial Times, New York Times, Washington Post, Fortune and Forbes. Matos is a Research Associate at the European Corporate Governance Institute (ECGI), and his work has received numerous research grants and awards.

    At Darden, Matos has published numerous case studies and has won the Wells Fargo Award for Excellence in Course Material Development (twice), the Wells Fargo Award for Outstanding Research Publication and the Darden Multiyear Publications Award. He previously taught at the University of Southern California, Marshall School of Business where he received a Golden Apple teaching award.

    Matos holds a B.A. in Economics from Nova University in Lisbon (Portugal) and a Ph.D. in Finance from INSEAD in Fontainebleau (France). Prior to his Ph.D., he worked with the Portuguese Ministry of Finance and consulted for the World Bank.