Location:
Bechtel Conference Center
Encina Hall
616 Jane Stanford Way, Stanford University
9:00 AM - 9:30 AM Registration & Light Breakfast
9:30 AM - 9:45 AM Welcome & Opening Remarks
Hongbin Li
Faculty Co-director of the Stanford Center on China's Economy and Institutions
The James Liang Endowed Chair; Senior Fellow at the Freeman Spogli Institute for International Studies and at the Stanford Institute for Economic Policy Research
Stanford University
Scott Rozelle
Faculty Co-director of the Stanford Center on China's Economy and Institutions
Helen F. Farnsworth Endowed Professorship; Senior Fellow at the Freeman Spogli Institute for International Studies and at the Stanford Institute for Economic Policy Research
Stanford University
9:45 AM - 10:30 AM Morning Fireside Chat
Elizabeth Economy
Hargrove Senior Fellow, Hoover Institution
Stanford University
10:30 AM - 11:00 AM Break
11:00 AM - 12:00 PM Session 1 | The View from Beijing: China's Economic Ambitions in a Changing World
Session Panelists:
Gangsheng Bao
Professor of Political Science, Fudan University
Skyline Scholar, Stanford Center on China’s Economy and Institutions
Jonathan Czin
Michael H. Armacost Chair in Foreign Policy Studies, John L. Thornton China Center
Brookings Institute
Stephen Kotkin
Senior Fellow, Freeman Spogli Institute for International Studies;
Kleinheinz Senior Fellow, Hoover Institution
Stanford University
12:00 PM - 1:00 PM Lunch
1:00 PM - 2:00 PM Session 2 | China Inc.: The Role of State and Private Enterprises in Fulfilling China's Ambitions
Session Panelists:
Nan Jia
Professor of Management and Organization
University of Southern California
Arthur Kroeber
Founding Partner and Head of Research
Gavekal Research
Shitong Qiao
Ken Young-Gak Yun and Jinah Park Yun Research Scholar; Professor of Law
Duke University
2:00 PM - 2:30 PM Break
2:30 PM - 3:15 PM Afternoon Keynote
Sean Stein
President, U.S.-China Business Council
3:15 PM - 3:45 PM Break
3:45 PM – 4:45 PM Session 3 | China in the Global Economy: Disruptor, Competitor, Partner?
Session Panelists:
Deborah Brautigam
Director of the China Africa Research Initiative; Bernard L. Schwartz Professor of Political Economy Emerita
Johns Hopkins University
Kyle Chan
Postdoctoral Research Associate and Lecturer in Sociology
Princeton University
Ramin Toloui
Distinguished Policy Fellow, Stanford Institute for Economic Policy Research
Stanford University
4:45 PM - 6:00 PM Reception in the Courtyard
Gangsheng Bao, Professor of Political Science, Fudan University; Skyline Scholar, Stanford Center on China’s Economy and Institutions
Gangsheng Bao is a Professor of Political Science at the School of International Relations and Public Affairs, Fudan University, and a Skyline Scholar at the Stanford Center on China’s Economy and Institutions. He earned his Ph.D. from Peking University in 2012. His research interests include political theory, comparative politics, and political history, focusing on political modernization and democratization. He has published numerous journal articles and authored several books, including The Fate of Civilization States: From Political Crisis to Modernization (2024), Political Evolution: From Ancient Times to the 21st Century (2023), Crises and Solutions: Reflections on Political Thought in Early China (2023), The Logic of Democracy (2018), The Common Sense of Modern Politics (2015), and Politics of Democratic Breakdown (2014). His works have received multiple awards, including "Best Social Science Book of the Year" (2014).
Deborah Brautigam, Director of the China Africa Research Initiative; Bernard L. Schwartz Professor of Political Economy Emerita, Johns Hopkins University
Deborah Brautigam is the Director of the China Africa Research Initiative and Bernard L. Schwartz Professor of Political Economy Emerita at Johns Hopkins University’s School of Advanced International Studies (SAIS). Her recent books include The Dragon’s Gift: The Real Story of China in Africa (Oxford University Press, 2011) and Will Africa Feed China? (Oxford University Press, 2015). She has been a visiting scholar at the World Bank, a senior research fellow at the International Food Policy Research Institute (IFPRI) and advised more than a dozen governments on China-Africa relations. Her PhD is from the Fletcher School, Tufts University.
Kyle Chan, Postdoctoral Research Associate and Lecturer in Sociology, Princeton University
Kyle Chan is a postdoctoral researcher in the Sociology Department at Princeton University and an adjunct researcher with the RAND Corporation. His work focuses on industrial policy, clean technology, and infrastructure development in China and India. Dr. Chan has testified as an expert for the U.S.-China Economic and Security Review Commission and has been cited in international media, including the Financial Times, The New Yorker, Nikkei Asia, Times of India, and Le Monde. He writes a popular newsletter on these topics called High Capacity.
Jonathan Czin, Michael H. Armacost Chair in Foreign Policy Studies, John L. Thornton China Center, Brookings Institute
Jonathan A. Czin is the Michael H. Armacost Chair in Foreign Policy Studies and a fellow in the John L. Thornton China Center at the Brookings Institution. He is a former member of the Senior Analytic Service at the CIA, where he was one of the intelligence community’s top China experts. Czin led analysis on Chinese politics and policymaking, briefing senior policymakers on President Xi Jinping and key issues. From 2021 to 2023, he was director for China at the National Security Council, advising on White House diplomacy with China. Czin previously served at the Department of Defense and a CIA field station in Southeast Asia. Czin holds a master’s from Yale University, graduated magna cum laude from Haverford College, and studied at Oxford University.
Elizabeth Economy, Hargrove Senior Fellow, Hoover Institution, Stanford University
Elizabeth Economy is the Hargrove Senior Fellow and co-chair of the Program on the U.S., China, and the World at the Hoover Institution. From 2021 to 2023, she served as senior advisor for China at the Department of Commerce. Previously, she was the C.V. Starr Senior Fellow and director for Asia Studies at the Council on Foreign Relations for over a decade. An expert on Chinese domestic and foreign policy, Economy is the author of The World According to China (2022), The Third Revolution: Xi Jinping and the New Chinese State (2018), and By All Means Necessary: How China’s Resource Quest Is Changing the World (2014). Her work has been widely recognized and translated into a dozen languages. Economy has published in top journals, appeared on national television and radio, and testified before Congress. She serves on the boards of several organizations, including the National Committee on U.S.-China Relations, and has taught at multiple prestigious universities.
Nan Jia, Professor of Management and Organization, University of Southern California
Nan Jia is Professor of Strategic Management. She holds a PhD in Strategic Management from the Rotman School of Management, University of Toronto (Canada). Her research interests include corporate political strategy, business-governance relationships, and applications of Artificial Intelligence technologies in management. Nan’s research has been published in multiple top journals in strategic management. She currently serves as an associate editor for the Strategic Management Journal and on the editorial boards of multiple leading academic journals.
Stephen Kotkin, Senior Fellow, Freeman Spogli Institute for International Studies; Kleinheinz Senior Fellow, Hoover Institution, Stanford University
Stephen Kotkin is the Kleinheinz Senior Fellow at the Hoover Institution and a senior fellow at the Asian Pacific Research Center at the Freeman Spogli Institute for International Studies, both at Stanford. He directs the Hoover History Lab, which uses history to address contemporary policy challenges. At Princeton, where he taught for 33 years, he directed the Princeton Institute for International and Regional Studies, where he established the Wythes Center for Contemporary China and the Chadha Center on Global India, among other endeavors, and edited a book series on Northeast Asia. He is completing a multivolume biography of Joseph Stalin.
Arthur Kroeber, Founding Partner and Head of Research, Gavekal Research
Arthur co-founded the China-focused research service Dragonomics in Beijing in 2002 and was the editor of its flagship journal China Economic Quarterly through 2017. Since Dragonomics' 2011 merger with Gavekal he has been head of research for the combined operation. Before founding Dragonomics, he spent 15 years as a journalist specializing in Asian economic affairs, and reported from China, India, Pakistan and other Asian countries. He is also an Adjunct Professor of Economics at the NYU Stern School of Business, a member of the Council on Foreign Relations and of the National Committee on US-China Relations, and a senior non-resident fellow of the Brookings-Tsinghua Center in Beijing. His book, China's Economy: What Everyone Needs to Know, was published by Oxford University Press in 2016, with a second edition in 2020, and is widely used in university classrooms.
Hongbin Li, The James Liang Endowed Chair; Faculty Co-director of Stanford Center on China’s Economy and Institutions, Stanford University
Hongbin Li is the Co-director of Stanford Center on China's Economy and Institutions, and a Senior Fellow of Stanford Institute for Economic Policy Research and the Freeman Spogli Institute for International Studies. Li obtained his Ph.D. in economics from Stanford University in 2001 before joining the economics department at the Chinese University of Hong Kong (CUHK). He was also one of the two founding directors of the Institute of Economics and Finance at the CUHK. He taught at Tsinghua University from 2007 to 2016 in the School of Economics and Management and was the founder and Executive Associate Director of the China Social and Economic Data Center. Li’s research has been focused on the transition and development of the Chinese economy, and the evidence-based research results have been both widely covered by media outlets and well read by policy makers around the world. He is currently the co-editor of the Journal of Comparative Economics.
Shitong Qiao, Ken Young-Gak Yun and Jinah Park Yun Research Scholar; Professor of Law, Duke University
Shitong Qiao is Professor of Law and the Ken Young-Gak Yun and Jinah Park Yun Research Scholar at Duke Law School. He is also an Honorary Professor at the University of Hong Kong and a core faculty member of the Asia/Pacific Studies Institute at Duke University. Previously, he was a tenured professor at the University of Hong Kong, a Law and Public Affairs fellow at Princeton University, and the inaugural Jerome A. Cohen Visiting Professor of Law at NYU. Qiao employs mixed methods to explore the relationship between political power, law, and private ordering. His monographs include Chinese Small Property: The Co-Evolution of Law and Social Norms (2017) and The Authoritarian Commons: Neighborhood Democratization in Urban China (2025). Qiao has served as an expert witness on the Chinese property regime in China, Canada, and the U.S. He holds law degrees from Wuhan University, Peking University, and Yale University.
Scott Rozelle, Helen F. Farnsworth Endowed Professorship; Faculty Co-director of Stanford Center on China’s Economy and Institutions, Stanford University
Scott Rozelle is the Helen F. Farnsworth Senior Fellow and the co-director of Stanford Center on China's Economy and Institutions in the Freeman Spogli Institute for International Studies and Stanford Institute for Economic Policy Research at Stanford University. He received his B.S. from the University of California, Berkeley, and his M.S. and Ph.D. from Cornell University. Previously, Rozelle was a professor at the University of California, Davis and an assistant professor in Stanford’s Food Research Institute and department of economics. His research focuses almost exclusively on China and is concerned with agricultural policy, including the supply, demand, and trade in agricultural projects; the emergence and evolution of markets and other economic institutions in the transition process and their implications for equity and efficiency; and the economics of poverty and inequality, with an emphasis on rural education, health, and nutrition.
Sean Stein, President, U.S.-China Business Council
Sean Stein is the president of the US-China Business Council. He previously served as the board chair of the American Chamber of Commerce in China and is the chair emeritus of the American Chamber of Commerce in Shanghai. He also co-chaired the China Public Policy Practice at Covington and Burling where he advised international businesses on political risk, public affairs, communications, and US and China government relations. Sean previously served for nearly three decades as a US diplomat, including as Consul General in Shenyang and Shanghai. He also served on the China desk at the State Department, at the former consulate general in Chengdu, and in other positions around the Indo-Pacific. Sean speaks Mandarin and Indonesian and is a graduate of Georgetown University.
Ramin Toloui, Distinguished Policy Fellow, Stanford Institute for Economic Policy Research, Stanford University
Ramin Toloui is a Distinguished Policy Fellow at the Stanford Institute for Economic Policy Research, focusing on global economic and geopolitical competition, financial crises, and critical technologies. From 2022 to 2024, he served as Assistant Secretary of State for Economic and Business Affairs, shaping U.S. economic strategy, strengthening global supply chains, and overseeing sanctions programs. From 2014 to 2017, he was Assistant Secretary for International Finance at the U.S. Treasury, managing global financial stability efforts. Toloui played a key role in shaping the U.S. government’s approaches to navigating Ukraine’s financial crisis, threats to Eurozone financial stability, Brexit, and China’s foreign exchange and market volatility. Before joining the U.S. Treasury, Toloui served as Global Co-Head of Emerging Markets Portfolio Management at PIMCO. Toloui holds degrees from Harvard University and Oxford University.