An Insider’s View of China

Thursday, June 13, 2013

Discussion followed by cocktails

from 6:00pm - 9:00pm

The Racquet Club of Philadelphia

Business attire recommended.


Overview of China Six LLC

China Six

China Six LLC conducts due-diligence investigations of Chinese companies and executives. The firm’s CEO and President and their researchers each have a decade or more of experience in investigative reporting or due diligence work in China. They specialize in uncovering information that confirms or denies what Chinese companies represent to investors, arming their clients with facts they must have to invest successfully and avoid the financial debacles that have become commonplace in this burgeoning but unforgiving market. China Six works on a project basis; they present a full project plan, including expected deliverables, timing and cost. They serve hedge fund, private equity firms, and corporate clients.

Matt Pottinger

China Six LLC, Founder and CEO

Mr. Pottinger’s career as a U.S. Marine Corps intelligence officer and investigative journalist were the ideal foundation for China Six. He covered China for the Wall Street Journal from 2001 to 2005 and for Reuters from 1998 to 2001. His stories, including investigations into Chinese industry, politics, the energy sector and the 2003 SARS epidemic, won awards from the Society of Publishers in Asia and nominations for Pulitzer Prizes. He is fluent in spoken and written Chinese.

In September 2005, Matt put aside his writing career to serve as a U.S. Marine. He completed three combat deployments to Iraq and Afghanistan, receiving the Bronze Star medal and the Michael Kuszewski Award for Marine Corps Intelligence Officer of the Year. In mid-2009, Matt was requested by name by General Stanley McChrystal to return to Afghanistan to work for the war’s director of intelligence. Matt spearheaded an investigation into problems with the U.S. intelligence effort, co-authoring with General Michael Flynn the critical 2010 report, “Fixing Intel: A Blueprint for Making Intelligence Relevant in Afghanistan,” which was praised by Secretary of Defense Robert Gates as “spot on” and has become required reading at military training schools across the United States. While in Afghanistan, Matt also co-founded and trained the first Female Engagement Teams, which have since been adopted by the Marines and U.S. Army Special Forces. Matt was the 2010-11 Edward R. Murrow Fellow at the Council on Foreign Relations in New York before founding China Six in July 2011.

Host: Joshua M. Kaplan

Catholic Healthcare Investment Management Company (CHIMCO), a subsidiary of Ascension Health, Managing Director – Hedged Strategies

Mr. Kaplan is responsible for the oversight and management of the hedge fund portfolio which totals roughly $4 billion. Prior to joining Catholic Healthcare Investment Management Company (CHIMCO), a subsidiary of Ascension Health, Mr. Kaplan served as CIO at Drexel University in Philadelphia, PA. As Drexel’s first ever CIO, Mr. Kaplan built out the investment office and managed the University’s $500 million endowment assets. Under his leadership, Drexel was nominated for Mid-Sized Nonprofit of the year in 2009 by Foundation & Endowment Money Management. Mr. Kaplan was also named one of the Rising Stars of Foundations and Endowments by Institutional Investor. Before arriving at Drexel, Mr. Kaplan was CIO at Smart Financial Advisors, a multi-family office located in suburban Philadelphia. Prior to Smart, he was a Portfolio Manager at Lockwood Advisors, an asset management subsidiary of The Bank of NY Mellon.

Mr. Kaplan holds a BBA in Finance from Emory University in Atlanta, GA. He is on the board of directors of the Mid-Atlantic Hedge Fund Association and is a member of the CFA Institute and the CFA Society of Philadelphia. He has been quoted in several publications such as The Wall Street Journal, The Financial Times, Buyouts Magazine, Pensions & Investments and Infovest. Additionally, Mr. Kaplan has been profiled in Absolute Return Magazine, Alpha Magazine, Foundations and Endowments Magazine and Strategy Focus. He is married and has two children.