Project Description

2019 U.S. – China Investor Forum

Yahoo Finance, partnering with the Asian Cultural Center U.S., and the China General Chamber of Commerce U.S.A., hosted the second “U.S.-China Investor Forum” in Omaha, NE during the Berkshire Hathaway Annual Shareholders Meeting weekend. The forum focused on business and investment opportunities between the United States and China, how both countries can continue a stable and healthy bi-lateral relationship, Warren Buffett’s investment strategies and the Berkshire after Buffett.

Featured Speakers

Gov. Pete Ricketts
Governor (Republican) of Nebraska

Governor Pete Ricketts is the Governor of Nebraska. He was first elected to office upon winning the Nebraska gubernatorial election on November 4, 2014. In November 2018, Ricketts was re-elected for a second term as governor. Prior to his election as governor, he worked to support Nebraska entrepreneurs and startup companies.

Brian Meredith
UBS Managing Director

Brian Robert Meredith serves as Managing Director, Financials Research Sector Head, Global Insurance Strategist and Senior Property Casualty Insurance Analyst at UBS Investment Bank, Research Division. Mr. Meredith joined UBS Investment Bank, Research Division in 2006 as an Equities Research Analyst. Prior to this, he was a Senior Property Casualty Insurance Analyst at Bank of America.

Thomas A. Russo
Gardner Russo & Gardner

Thomas A. Russo joined Gardner Russo & Gardner LLC as a partner in 1989. Since 2014, he has served as managing member of Gardner Russo & Gardner LLC and general partner to Semper Vic partners, a global value, long-only, equity investment partnership. Mr. Russo manages over $12 billion through Semper Vic partnerships and separate accounts.

Stella, Li
BYD Motors President

Stella Li is the President of BYD Motors. She is responsible for overseeing the company’s day-to-day operations and long-term strategic vision. As President, Stella successfully launched BYD technology and products –including battery-electric vehicles, battery-energy storage solutions, solar farms, and energy efficient LED lighting systems – into markets across North and South America and around the world.

Lawrence, A Cunningham
George Washington University Professor

Lawrence A. Cunningham is a Professor of Law at George Washington University. Cunningham is also widely regarded as a significant expert in the fields of corporate culture and governance, having authored some 50 scholarly articles in major law journals and published a dozen books. His articles are widely cited in the literature. His books are the standard teaching books in US law schools.

Jeffrey Towson
Peking University

Jeffrey Towson is an investor and advisor with 20 years of experience across the US, China and the Middle East. Jeff is also a Professor of Investment at Peking University’s Guanghua School of Management where he teaches private equity, valuation, digital strategy and China strategy. Jeff was previously Head of Direct Investments for Middle East North Africa and Asia Pacific for Prince Alwaleed.

Jonathan Boyar
Boyar Value Group Managing Director

Jonathan Boyar is President of Boyar’s Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value-oriented strategy since 1983.

Karen Wallace
Morningstar Director of Investor Education

Karen Wallace is senior editor for Morningstar. She writes personal finance columns for, the firm’s website for individual investors. Wallace joined Morningstar in 2000. Over her 15-year tenure, she has held many roles, including mutual fund analyst and managing editor of Morningstar Mutual Funds and Morningstar FundInvestor.

Yefei Lu
Shareholder Value Management Portfolio Manager

Yefei Lu is a portfolio manager at Shareholder Value Management AG, a value-investment company based in Frankfurt, Germany.  Previously, he worked for a single-family investment office in Munich and for McKinsey & Company in Berlin. He holds an MBA    from the London Business School and a Bachelor of Science in Economics from Stanford University.

Kevin Chen
Horizon Financial Chief Economist

Kevin Chen is currently Chief Economist of Horizon Financial. Kevin is also a Co-Founder and Vice-Chairman of the Absolute Return Investment Management Association of China. He was director of Asset Allocation at Morgan Stanley from August 2004 to August 2008. Prior that, he was Senior Portfolio Manager in Credit Agricole and Amundi Asset Management from Aug. 2008 to Oc. 2011.

Helen Ye
Ogilvy Global China Practice Vice President

Helen Ye joined Ogilvy Public Relations in 2016. She is in charge of the company’s China Outbound Practice, supporting brand building, high level government exchange and training programs for Chinese companies who have established operations or seek investment opportunities outside of China’s borders.

on May 3rd, 2019, Yahoo Finance, Asian Cultural Center and China General Chamber of Commerce-U.S.A hosted its second “US-China Investor Forum” in Omaha.

Warren Buffett Exclusive Interview with Andy Serwer, Editor in chief of Yahoo Finance

Gov. Pete Ricketts, Governor of Nebraska, with host Andy Serwer, Editor in chief of Yahoo Finance

Yefei Lu, Shareholder Value Management Portfolio Manager, Jonathan Boyar, Boyar Value Group Managing Director, and Thomas Russo, Gardner Russo & Gardner with host Andy Serwer on the Panel of Inside the Investments of Warren Buffett

Helen Ye, Ogilvy Global China Practice Vice President and Kevin Chen, Horizon Financial Chief Economist with host Myles Udland, Yahoo Finance, on the panel of U.S.-China Trade War

Stella Li, BYD Motors President with host Julia La Roche, Yahoo Finance, on the panel of Forging a New Business Partnership

Karen Wallace, Morningstar Director of Investor Education, Jeffrey Towson, Peking University and Lawrence Cunningham, George Washington University Professor with host Andy Serwer, Editor in chief of Yahoo Finance, on the panel of Warren Buffett: The Teacher

Brian Meredith, UBS Managing Director with host Julia La Roche on the panel of Berkshire After Buffett

2018 U.S. – China Investor Forum

During the Berkshire Hathaway Shareholders Annual Meeting in 2018, Yahoo Finance co-hosted its first “US-China Investor Forum” along with the Asian Cultural Center US and China General Chamber of Commerce USA in Omaha. Hundreds of investors from all over the world gathered together and discussed issues such as trade, healthcare, infrastructure, new energy and real estate, etc. A six minute video clip of the forum was played inside the arena and online at Yahoo Finance during the annual meeting. It has generated a lot of attention from shareholders, Yahoo Finance viewers, media and Chinese investors. The interview Warren Buffett did with Yahoo Finance in the video went viral in China.

Hot Properties, Ellie Johnson, President of Berkshire Hathaway HomeServices New York Properties
& Sunny Wang, General Manager, Broad U.S.A

U.S. – China Cooperation opportunity, Prof. Jeffery Towson ( left )

New U.S.-China Partnerships, Dr. Kai Fu ( left ), University of Nebraska Medical Center

Since Mr.Warren Buffett asked Yahoo Finance to live stream Berkshire Hathaway Shareholders Annual Meeting exclusively in 2016, the global viewer number had been increased tremendously, to 14 million.

Warren Buffett on China, Warren Buffett exclusive interview

U.S.-China Trade at a Crossroads, Rep. Don Bacon ( left ), Congressman for Nebraska