Event Details:

Replay: Global Conflict, Great Power Competition, and Markets: A Conversation with David Adelman & Eric Branstad 
Friday, April 10, 2026
11:00 am - 12:00 pm EDT

As tensions escalate between the U.S., Israel, and Iran, investors are navigating a rapidly shifting geopolitical landscape with far-reaching implications for global markets, energy security, and great power competition. At the same time, key questions remain:

• What implications does the Iran conflict have for US-China relations?
• What could President Trump's upcoming May visit to China signal for US-China relations and markets?
• Could mutual concern over the future of the Persian Gulf encourage US-China cooperation?

Join KraneShares for a timely discussion featuring David Adelman, former U.S. Ambassador to Singapore and Managing Director at KraneShares, and Eric Branstad, Partner at The Branstad Churchill Group. Eric previously served as a chief aide to U.S. Commerce Secretary Wilbur Ross, where he helped organize President Trump's official visit to China in November 2017—the most recent U.S. presidential visit to the country—bringing a firsthand perspective on high-level diplomacy and US–China engagement.

Together, they will explore how the current conflict may reshape alliances, influence China's strategic positioning, and whether this moment could create opportunities for selective cooperation amid broader strategic competition.

Brendan Ahern, CIO of KraneShares, will connect these geopolitical developments directly to markets—examining how periods of heightened uncertainty have historically driven volatility across equities, commodities, and currencies—and discuss how investors may position portfolios accordingly.

The conversation will highlight strategies across China equities, options-based income, and alternative diversifiers, including KLIP, KSPY, KIQQ, and KMLM.

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available