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SPEAKERS

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VIDAK RADONJIC

THE BERYL CONSULTING GROUP

Vidak Radonjic is the CEO of The Beryl Consulting Group. He is an investment executive who thrives in entrepreneurial environments that value teamwork, creativity, independent thought and leadership.  In the late 1990s, after working for some of the world's largest investment banks including UBS and Morgan Stanley, he founded a fintech company that provides analytics to the hedge fund industry. In 2004, he founded The Beryl Consulting Group, an investments consulting firm, that advises mainly family offices on their allocations in alternative investments.

Mr. Radonjic has a unique blend of expertise across alternative and traditional asset classes and served as a member of the investment committee team at firms.  He has developed an in-depth expertise in launching alternative asset management businesses and has invested in long/short equities, event driven, credit, emerging markets, and global macro strategies. He possesses a strong ability to develop sophisticated and compelling investment strategies and has performed due diligence on over thousand managers across the U.S./Europe/Asia resulting in over a billion dollar allocations since 2002. He is an expert guest speaker on global markets and geopolitics on CCTV (中央电视台), Bloomberg TV and i24 News and is frequently quoted in the financial press. Mr. Radonjic holds dual Masters degrees from Columbia University, School of International & Public Affairs, and Lubin School of Business, Pace University.

 
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于洋 eric yu

GLOBAL TONE COMMUNICATION TECHNOLOGY

Eric Yu is the Founder & CEO of Global Tone Communication Technology Co., Ltd. (GTCOM). GTCOM is a world-leading big data and artificial intelligence company. With advanced NLP and sematic computing technologies, it collects, mines and analyzes massive global data, builds industrial knowledge graphs, algorithm models and visualization platforms for finance, technology, industry, smart city, national security, consulting and multiple other sectors, and provides global corporate users with comprehensive cutting-edge scenario-based solutions powered by big data and AI.

 
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STEPHEN DAVISON

J.P. MORGAN

Stephen Davison is the head of J.P. Morgan’s China Strategy and Chief of Staff to the China CEO since 2018. In this role, Stephen is responsible for evolving and executing on J.P. Morgan’s franchise strategy in China across all lines of business and additionally is directly accountable for overseeing the Technology & Operations strategy for China. Prior to this role Stephen was the global head of Equities Product Management and Data & Analytics, responsible for managing the Equities business and platform strategy as it relates to technology and leading a Data & Analytics transformation program to support the implementation of a data driven culture within the business. Stephen was previously the Equities Senior Business Manager for J.P. Morgan in Asia Pacific, a Director and Chairman of J.P. Morgan Securities (Far East) Limited and J.P. Morgan Securities Broking (HK) Limited and a member of the Asia Equities Executive Committee. He was also co-chair of the Asia Securities Industry & Financial Market Association (ASIFMA) Equities Committee and an active member of the ASIFMA Markets Committee. Stephen joined J.P. Morgan in 2004 in London after working as a Technology Lawyer in private practice and industry and has worked in a variety of roles in the Equities Business over a 15 year period. He holds a Bachelor of Arts and Law from the University of Queensland, Australia. Stephen was born in and currently resides in Hong Kong

 
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ALVIN CHUA

BANK OF CHINA INTERNATIONAL

Alvin is the Bank of China International (BOCI) Global Head of Sales, Trading and Research for the Fixed Income and Equity business. He is also a Managing Director. Alvin joined BOCI in June 2014, and is based in Hong Kong. Alvin is also an Adjunct Professor at Lingnan College/ Sun Yat-Sen University (Guangzhou, China); as well as a Taskforce Delegate to FGFS (Future of Global Financial System) of WEF (World Economic Forum). Alvin started his career in 1987 with Merrill Lynch in New York, and joined Lehman Brothers in 1991 (also based in New York). In 1997, Alvin relocated to Hong Kong with Lehman Brothers. In 1999, Alvin joined JP Morgan Chase in Hong Kong, and in 2001 joined Bank of America in Hong Kong. From 2009 through 2011, Alvin was a Senior Managing Director at Cantor Fitzgerald in Hong Kong. Prior to BOCI, Alvin was Head of Asia for F&C Asset Management, a UK headquartered asset management company founded in 1868 (acquired by BMO Financial Group in 2014). Alvin rejoined F&C in February 2012, and was previously with F&C from June 2008 through April 2009. Alvin received his undergraduate degree from the University of Texas at Austin, and his MBA from the Booth School of Business at the University of Chicago. He was a US registered Certified Public Accountant (CPA) and Certified Management Accountant (CMA). In addition to Adjunct Professor at Lingnan College/ Sun Yat-Sen University, Alvin has also guest lectured at: Institute of Global Economics and Finance (Chinese University of Hong Kong), Centre for Asset Management Research & Investments (National University of Singapore), Taiwan Academy of Banking and Finance (Taipei), Tsinghua University (Beijing), Jiao Tong University (Shanghai), National Taiwan University (Taipei); and guest speaker at various seminars & events in Asia.

 
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Robert Koepp

THE ECONOMIST

Robert Koepp serves as director and the chief economist of the Corporate Network in Hong Kong for The Economist Group, parent company of the weekly publication, "The Economist". An active writer, speaker, and commentator, he has authored two full-length books, "Betting on China: Chinese Stocks, American Stock Markets, and the Wagers on a New Dynamic in Global Capitalism" and "Clusters of Creativity: Enduring Lessons on Innovation and Entrepreneurship from Silicon Valley and Europe’s Silicon Fen". Reports he has authored under The Economist brand include "Learning from disruption", "Digital Asia", "China gets its game on", "China’s 'One Belt, One Road'", and annual instalments of the "Asia Business Outlook Survey". He speaks on television and at public forums on such topics as China’s economic rise, the US-China trade war, comparative innovation models between East and West, financial markets, global technology, economic and geopolitical trends throughout Asia, and related topics concerning Asia and the world. Rob graduated from Pomona College with a degree in Asian Studies and earned an MBA from the University of Cambridge. He speaks, reads, and writes fluent Mandarin Chinese and Japanese.

 
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吴晓灵 Xiaoling WU

原中国人民银行副行长、原国家外管局局长

Former deputy governor of the PBOC and former director of the State Administration of Foreign Exchange

Graduated from the Graduate School of the People's Bank of China. On March 5, 2008, at the first meeting of the 11th National People's Congress, she was elected as the vice chairman of the 11th National People's Congress Financial and Economic Committee. On December 12, 2011, she won Economic Figure of the Year in China. In March 2012, she served as Dean of the Wudaokou Finance College of Tsinghua University. She is also the author of "The New Round of Reform in China", "China's Financial Deepening and Financial Reform".

毕业于中国人民银行研究生部。 2008年3月5日,在第十一届全国人民代表大会第一次会议上,当选为第十一届全国人民代表大会财政经济委员会副主任委员。2011年12月12日,获得中国经济年度人物称号。2012年3月,担任清华大学五道口金融学院院长。著有《新一轮改革中的中国》、《中国的金融深化与金融改革》等。

 
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suan tech kin

UNITED OVERSEAS BANK (UOB)

Teck Kin joined UOB as an economist in 2006. In his current role as Executive Director in Global Economics and Markets Research, he is responsible for macroeconomic and foreign exchange research with a primary focus on China, Hong Kong and Taiwan, and secondary coverage for the ASEAN region. As a member of the Research team, he presents the team’s market views regularly to the Bank’s management team and clients in Singapore and the region. Teck Kin has more than ten years of experience in macroeconomic and equity research. Fluent in English and Mandarin, Teck Kin is interviewed frequently by local and international print and broadcast media, as well as financial newswires on the economic and market outlook. Prior to UOB, Teck Kin held various positions in equity and credit analysis in other financial institutions in Singapore, Canada and Taiwan. Teck Kin graduated with a Master's degree in economics and a Bachelor of Business Administration degree from the Simon Fraser University, Canada. He is also a Chartered Financial Analyst charterholder.

 
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ELAINE NG

MSCI ESG RESEARCH

Elaine Ng, CFA joined the MSCI ESG Research team in Sept 2015 as Executive Director, Client Coverage for Asia. Based in Hong Kong, she is responsible for promoting MSCI’s ESG Research suite of investment solutions to clients in the region. Elaine was formerly a member of MSCI’s Risk Analytics Consulting team since joining in June 2011. She has over 17 years of experience in the financial sector and has spent 14 years specializing in investment analytics. In her previous role, she was responsible for the retention of the risk management analytics book of clients across Asia. Over the span of her career, she has been involved in product development and delivery of analytical solutions to institutional clients, investment managers and hedge funds. Elaine has a Bachelor of Engineering (Chemical) from National University of Singapore and a Masters of Applied Finance from Singapore Management University. She is also a CFA Charterholder.

 
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QI WANG

MEGATRUST INVESTMENT (HK)

Qi Wang is the founder and CEO of MegaTrust Investment (HK). Prior to joining MegaTrust, Qi was the Head of China Equity Research at MSCI Inc. Before joining MSCI, Qi was the Chief Investment Officer at China Everbright, he founded the company’s asset management department with US$1 billion of AUM. Prior to CEL, Qi was an Investment Director and portfolio manager at hedge fund manager Elliott Advisors. Before joining Elliott, Qi was an equity research analyst for UBS AG in New York and Hong Kong. He co-founded the firm’s Global Tech Strategy Group, and was an author of the award-winning “The Weekly Global Tech Journey”, a think piece on global tech investing. Qi began his career as a Financial Analyst in the Global Investment Research Department at Goldman Sachs & Co. in New York. He graduated from Dartmouth College with a double-degree in mathematics and electrical engineering in 1997. Qi has been a CFA charterholder since 2003.

 
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MICHAEL CHEN

MAN GROUP

Michael Chen is Man Group Director in China. He has worked extensively with sovereign wealth funds, insurance, private banks and other institutions in China and HK. Prior to joining Man Group, Michael was Director of China Business Development for BNP Paribas Asset Management based in Shanghai. Michael started his career with JPMorgan in New York in the global M&A group. Michael is a Chartered Financial Analyst (CFA) charterholder and holds a Bachelor of Arts (cum laude) in Economics from Harvard University. 陈肖南 英仕曼集团中国区市场与销售总监 陈肖南先生现任英仕曼集团中国区市场与销售总监。陈先生加入英仕曼集团之前任职法国巴黎银行资产管理公司,负责中国区机构业务。陈先生曾任职于美国摩根大通 (JPMorgan)全球投资银行并购部门及加拿大养老基金 (CPP Investment Board) 对冲基金投资部门。 陈先生毕业于美国哈佛大学,获得经济学学士学位。陈肖南先生持有特许金融分析师(CFA)证书。

 
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LEO SHEN

MERCER

Leo Shen, China Wealth Leader, oversees Mercer’s Wealth Business in China and based in Shanghai, China. Before joining Mercer, Leo has played various senior management roles in the asset management industries in both China and Hong Kong. He was the CIO of Manulife-Sinochem Insurance (China), COO of Morgan Stanley Investment Management (Asia), Deputy General Manager and Head of Segregated Account Business of Morgan Stanley Huaxin Fund Management (China) and Deputy CEO of Rongtong Global Investment (Hong Kong). Leo is an expert of cross-border investment between China and overseas. He has helped various Chinese institutional clients including Sovereign Wealth Funds, banks, insurers, wealth managers and corporates to invest at different asset classes in and outside of China. Also, he is an all-rounded manager of different functions including investment, business development and operations in an asset management company. Leo graduated from the Chinese University of Hong Kong (BBA) and the University of Western Ontario in Canada (MBA). He is a Chartered Financial Analyst and Certified Public Account. 沈良先生是美世中国区副总裁、财富和投资业务总经理,在美世上海工作。 沈良先生在金融领域从业超过20年,先后在香港、北美和中国的金融机构担任管理职务。加入美世之前,沈良先生曾任宏利金融、中宏保险首席投资官、摩根士丹利亚太区投资业务首席运营官、摩根士丹利华鑫基金副总经理以及融通国际资产管理有限公司副总裁。 沈良先生是中外跨境投资专家,帮助过中国多家机构客户(包括主权财富基金、银行、保险公司、财富管理人和企业)在境内外投资各项资产类别。此外,他在创建和管理资产管理业务领域拥有非常全面和资深的经验,负责过公司战略、投资管理、业务发展、基金运营等工作。 沈良先生拥有香港中文大学的学士学位和加拿大西安大略大学的MBA学位,并且持有CFA和CPA的专业资格。

 
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SUZANNE LEY

CREDIT AGRICOLE

Suzanne Ley has been a corporate & investment banker covering financial institutions and fintech clients for nearly 15 years at Credit Agricole, MUFG, Australia & New Zealand Bank, and Barclays Capital. In addition to her work in financial services, Suzanne is deeply involved in the NY fintech community aiming to bring new technologies, resources and best practices to traditional banking organizations. Suzanne started her career working as a Peace Corps Volunteer in Uzbekistan and a Financial/Economic Analyst at the US Embassy in Minsk, Belarus. Suzanne has a BA from the University at Buffalo and an MBA from the University of Rochester. Suzanne is also member 100 Women in Finance.

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XUN LI

CENTRAL HUIJIN INVESTMENT CO.

Xun Li is Senior Deputy Manager of Central Huijin Investment Co., Ltd. Central Huijin Investment Co., Ltd. is a subsidiary of China Investment Corporation. It is a state-owned sole investment holding company approved by the State Council. Its main function is to exercise the rights and obligations of the investors of key financial enterprises on behalf of the state and support their implementation. Reform measures to improve the corporate governance structure, ensure the safety of state capital injection and obtain a reasonable return on investment. Xun Li graduated from the School of Economics of Fudan University and joined the work in September, 1997. He holds a postgraduate degree in in-service education and a doctorate. He graduated from the School of Finance of Shanghai University of Finance and Economics. 1997.09--2008.10 work of the Ministry of Finance in Zhejiang Provincial Financial Ombudsman Office; In the meantime: 2000.09--2003.03 School of Management, Zhejiang University; 2005.09--2007.06 School of Finance, Shanghai University of Finance and Economics; 2008.10--2010.10 Postdoctoral Research Bureau of the People's Bank of China; 2010.10--2016.12 Senior Vice Manager, Central Huijin Investment Co., Ltd. He is currently an assistant to the Mayor of the Government of Yingtan City, Jiangxi Province.

 
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HAISHAN WU PH. D

WEBANK

Dr. Haishan Wu is the vice general manager of AI Group at WeBank. Prior to that he was the Director at BlackRock focusing on developing AI driven investment platform. He was the founder and CEO of SenSight.ai and the consultant for Baidu Capital. He also was the Chief Data Scientist of Heyi Ventures. And before that he was the senior data scientist in Baidu. His researches widely featured by major media outlets including MIT Technology Review, New Scientist, Discovery Channel, NPR, Bloomberg, BusinessWeek, CNN Money, The Economist, Wall Street Journal, CNBC, Forbes, NPR, Washington Post and so on. His research on data driven ghost city mapping was selected as Best of 2015 by MIT Technology Review. Haishan earned his PhD degree from computer science department of Fudan University in 2011. He was the postdoc researcher in Princeton University from 2013 to 2014. Haishan was recognized as 35 Innovators Under 35 in China by MIT Technology Review in 2017. He was also recognized as one of Top 50 data scientists in China. 吴海山 微众银行副总经理 吴海山博士现任微众银行人工智能部副总经理。之前在全球最大的资产管理公司BlackRock担任董事,负责基于人工智能的投资研究。吴博士从复旦大学计算机学院毕业之后,在美国普林斯顿大学任博士后研究员,之后回国加入百度人工智能研究院。吴海山博士还为百度资本担任科技顾问,并在合一创投担任首席数据科学家。 吴海山博士在基于时空大数据领域的“时空大脑”创新研究和应用,取得世界范围的影响力。他负责研发的基于时空大数据的中国经济量化分析系统,通过和联合国开发计划署、国务院发展研究中心等合作,对国家经济宏观政策制定提供重要参考依据,并作为数据产品在美国彭博终端上使用。他的基于移动大数据的中国房地产空置率研究,被麻省理工科技评论评为2015年十佳研究之一。 吴海山博士20篇学术论文,专利近30项。吴海山博士的研究多次获得国内外多家知名媒体的专题报道,包括华尔街时报、华盛顿邮报、美国国家公共广播电台、彭博社、CNN、经济学人、商业周刊、新科学家、探索频道、福布斯、世界经济论坛等。 吴海山博士207年被麻省理工科技评论评为中国35位35岁以下的科技创新青年(35Under35), 并被第一财经评为中国50名数据科学家之一。

 
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WILLIAM CHAN

CITIC INTERNATIONAL ASSETS MANAGEMENT LIMITED

William Chan is the COO of CITIC International Assets Management Limited ("CIAM") and CEO of CITIC Carbon Asset Management under CITIC Group, which is one of the biggest conglomerates in China. CIAM is a boutique investment and asset management firm established in Hong Kong with CITIC Bank, CITIC Securities, Itochu Corproation and Ithmaar Bank as shareholders. CIAM aims to bridge foreign and Chinese local partners to develop a practical collaboration for business in Mainland China. William is the head of business of a licensed asset management company in Hong Kong. He oversees and management and investment activities in various NBFI licensed companies and joint venture business under CIAM and CITIC Carbon in mainland China. Before joining CITIC Group, William worked in ABN AMRO Asia for private equity, wholesale banking, coverage and Hong Kong management teams. Prior to that, William worked for his accounting profession in a venture company, Hongkong Land and Deloitte. He is a registered CPA in US, a member of AICPA and HKICPA.

 

SHAUN COCHRAN

CLSA - CITIC COMPANY

Shaun Cochran became Group Head of Research in April 2019. In the preceding three years, having been appointed Global Head of Thematic Research, he coordinated with CLSA analysts globally to identify transformational themes that would drive long-term returns. Prior to this he was based in Korea, where he led the local research team from 2007-14 before taking on the broader Country Head role. Shaun joined CLSA in 2005 from Accenture where he was a business-strategy consultant, heading up Shareholder Value Analysis for North Asia financials.

 
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peter reynolds 雷韬润

Head of Greater China Partner 大中华区主管,董事合伙人 / OLIVER WYMAN 奥纬咨询

Peter Reynolds is a Partner in the Finance and Risk practice based in Oliver Wyman's Hong Kong Office. Peter has worked in depth with major financial institutions across the US, Europe and Middle East, focusing on ALM and credit risk across both retail and wholesale assets. He joined the firm in February 2004 from a generalist strategy consulting firm. Peter holds a Bachelor's degree from Oxford University in History and Economics, and an MBA with distinction from INSEAD.

雷韬润是奥纬咨询香港办公室金融风险业务的董事合伙人。他与美国、欧洲和中东的主要金融机构进行了深入的合作,专注于零售和批发资产的ALM 和信用风险。他于 2004 年 2 月从一个全面战略咨询公司加入了奥纬咨询。 雷韬润拥有牛津大学历史和经济学学士学位,以及与欧洲工商管理学院认证的MBA 学位。

 
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Zhen Wang PhD, CFA, FRM, IAR

GOME FINANCE

Zhen Wang is Chief Advisor Robo-advisor and Investment at Gome Finance. He is a distinguished scientist of financial artificial intelligence in a number of domestic and foreign listed companies; Tsinghua University, alumni tutor, Tsinghua PBCSF, Zijing Education, Lecturer; China Banking Association, Fintech AI Specialist; School of Management, Chinese Academy of Sciences, Lecturer in 2016; Former Equity and Funds Research Principle in Institutional wealth management modeling and investment at Bloomberg LP, NYC; Zhen is also a former US-laywer. He holds a PhD from Cornell University, and aBS (Triple Degrees) from Tsinghua University.

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JOHNSON POH

UNITED OVERSEAS BANK

Johnson Poh has been a practicing data scientist for the past decade, with experience spanning across finance, consulting and government sectors. His current and prior professional appointments include being Executive Director - Head of Enterprise Artificial Intelligence at UOB Group, Head of Data Science / Practice Lead at DBS Bank, Chief Data Scientist, ASEAN Region at Booz Allen Hamilton as well as Head Data Science / Principal Data Scientist at Ministry of Defence, Singapore. He also serves as an adjunct faculty at Singapore Management University (SMU). Johnson completed his bachelor's degrees in Pure Mathematics, Statistics and Economics at University of California, Berkeley. He received his postgraduate degree in Statistics at Yale University.

 
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史纪良 Jiliang SHI

原中国人民银行副行长;原中国银行业监督管理委员会副主席

Former Deputy Governor of the People's Bank of China; Former Vice Vhairman of the China Banking Regulatory Commission

He has put a lot of effort into the reform of China's state-owned commercial banks. He firmly insisted that state-owned commercial banks should truly realize the transformation of the reincarnation, instead of relying solely on the shareholding system or listing to resolve the contradictions. He strives to create a good external environment for state-owned banks, enabling them to establish mechanisms to adapt to market operations. He was soberly aware that the risks of the financial industry could not be underestimated, and called for the long-term institutionalization of maintaining financial stability and the establishment of a long-term mechanism for risk management in the banking industry.

他对中国国有商业银行的改革付诸了大量心血。他坚定要求国有商业银行要真正实现脱胎换骨的改造,而并非仅仅依靠股份制或者上市来解决矛盾。他努力为国有银行创造良好的外部环境,使其有条件建立适应市场运作的机制。他清醒地看到金融业的风险不能被低估,呼吁维护金融稳定要长期性制度化,抓紧建立银行业风险管理的长效机制。

 
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史建平 Jianping SHI

中央财经大学副校长

Vice President of Central University of Finance and Economics

He is the Chief Editor or Editor of 20 undergraduate and postgraduate textbooks and monographs. He has published more than 70 academic papers at home and abroad, and has hosted or participated in more than 10 national key projects and provincial and ministerial projects. He also hosted or participated in 3 provincial-level scientific research projects, 2 municipal-level scientific research projects, 8 school-level and horizontal scientific research projects, and hosted or participated in 9 provincial-level educational reform projects and curriculum construction materials.

主编或参编本科、研究生教材、专著20部,在国内外公开发表学术论文70余篇,主持或参与国家重点项目和省部级课题10余项。 主持或参与省级科研项目3项,市级科研项目2项,校级和横向科研项目8项,主持或参与省级教改项目及课程建设教材建设9项。

 
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邢精平 Jingping XING

深证证券信息科技有限公司副总经理

Deputy General Manager of Shenzhen Securities Information Technology Co., Ltd.

Graduated from Southwestern University of Finance and Economics with a Doctorate in management. From August 2000 to October 2003, he worked at the Nanjing Branch of the People's Bank of China. In October 2003, he entered the Shenzhen Stock Exchange postdoctoral workstation (Tsinghua University postdoctoral mobile station) to conduct index derivative products research. In August 2005, he entered the Shenzhen Stock Exchange Derivatives Group to engage in equity derivative product development. Since February of 2006, he has participated in the preparatory work for the China Financial Futures Exchange, mainly engaged in contract design and system construction. At present, he has published more than 30 papers in newspapers such as Economic Research, Financial Research and People's Daily (Overseas Version), presided over or mainly wrote research projects such as “National Postdoctoral Science Fund” and “Shanghai Composite Index Joint”. Item, published a monograph (co-author).

毕业于西南财经大学,获管理学博士学位。2000年8月至2003年10月,曾就职于中国人民银行南京分行。2003年10月,进入深圳证券交易所博士后工作站(清华大学博士后流动站)从事指数衍生产品研究。2005年8月,进入深圳证券交易所衍生产品小组从事股权类衍生产品开发工作。2006年2月至今,参与中国金融期货交易所筹建工作,主要从事合约设计与制度构建工作。 目前,已在《经济研究》、《金融研究》及《人民日报(海外版)》等报刊上发表论文30多篇,主持或主要执笔“国家博士后科学基金”与“上证联合”等研究课题6项,出版专著(合著)一本。

 
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MARK H LEEDS

MAYER BROWN’S

Mark H Leeds is a Tax Transactions & Consulting partner in Mayer Brown's New York office. His practice is focused on the tax consequences of a variety of capital markets products and strategies, including over-the-counter derivative transactions, swaps, tax-exempt derivatives and strategies for efficient utilization of tax attributes—such as net operating losses. Mark advises on the tax aspects of capital markets, structured finance, derivatives, financial products and insurance transactions and has extensive experience working with both buyers and sellers to develop and structure complex derivatives. A significant portion of his work involves the taxation of financial products and trading strategies engaged in by banks and other financial market participants. He also advises on hedge fund and other investment vehicle formation matters. Mark is a former managing director and senior tax counselor with Deutsche Bank in New York. He also served as the general counsel of a credit derivative company and was a partner at Deloitte & Touche, where he led the capital markets tax practice. A frequent writer and speaker on tax topics affecting the capital markets, Mark is also the editor-in-chief of the monthly publication

 
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KEITH WU

CHINA EVERBRIGHT LJMITED

Keith Wu is the Managing Director and Head of Equity Investment of China Everbright Limited (0165.HK), overseeing CEL secondary market equity funds and proprietary investments. Keith is the Portfolio Manager for Everbright China Focus Fund, the flagship public equity hedge fund since its inception in Jan 2014. Keith and his Everbright China Focus Fund have won many industry accolades in recent years. Keith was named Three-Years Golden Bull Private Fund Manager in 2019, Three-Years Overseas Golden Bull Private Fund Manager in 2018 and One-Year Overseas Golden Bull Private Fund Manager in 2017 by China Securities Journal. The Golden Bull Awards are considered the most authoritative and prestigious industry awards in China’s fund management industry. Internationally the Everbright China Focus Fund was ranked No. 1 by BarclayHedge for 2015 among Emerging Markets - Asia funds and was named Best Asian Long Only Absolute Return Fund by Eurekahedge in 2016. The fund was also named the best Three-Years Equity Strategy Hedge Fund in China by China Fund Journal in 2018. Prior to joining Everbright, Keith was the General Manager of the Private Fund Department of Shanghai Zendai Investment Management Co. Ltd. (one of the earliest equity hedge fund companies in China) from 2009 to 2012. Before that, he was at UBS Private Wealth Management and also HSBC Private Wealth Management, focusing on portfolio construction and Greater China equity investments for family offices and ultra-HNWI clients. Keith holds a Master Degree in International Finance from Shanghai University of Finance and Economics, and a MSc. in Management from Stanford Graduate School of Business (Sloan Fellow). He is also a CFA charter holder and a member of the Chinese Institute of Certified Public Accountants.

 
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FRANK WU

AIMA

Frank Wu joins AIMA in November 2015 as China General Manager, Chief Representative and Director. Previously, he spent three years at Beijing Gao Hua Securities, a well-known onshore security firm demonstrating an JV relationship with Goldman Sachs Group. He worked as Executive Director, Head of Goldman Sachs China onshore hedge fund business platform and an onshore facilitator for Goldman’s Global Prime Broking team as well regarding QDLP and other areas global hedge fund managers explored relevant expansion into. Frank also assisted onshore hedge fund clients with product origination suggestion, capital introduction through his wide network in bank channels, trust companies and third party wealth management firms. Prior to Gao Hua Securities, he served as Vice President of Business Department at Fortis Haitong Investment Management Co., Ltd., one of first batch of joint venture mutual fund companies with current foreign stake holder being as BNP Paribas Investment from 2005 to 2010, to manage distributional channels and provide asset allocation and investment solution plans to key institutional clients in China, such as insurance managers, finance corporations etc. Frank started his career as senior research analyst in Guoyuan Trust in 1998 and spent seven years from the role of portfolio manager to research head in proprietary trading department of Guoyuan Trust while he demonstrated solid skills and insights in asset allocation, portfolio management in areas of A share, B share, Hong Kong stock market. Frank holds a MBA degree of University of Science and Technology of China. 吴帆先生于2015年11月加入AIMA担任中国区总经理,首席代表, 董事,负责中国区整体业务管理。在此之前,他在高华证券(与高盛集团之合资公司)任执行董事、高盛中国大陆地区对冲基金业务负责人,就职的三年其间为中国大陆地区对冲基金管理人提供产品方案建议、研究支持、资本引介等,以及协同高盛亚太机构经纪团队(Prime Brokerage)为全球对冲基金就QDLP及其他中国地区业务方案提供咨询建议。他还负责部分大型国际对冲基金、中国大陆对冲基金、中国境内部分大型保险资产管理机构的研究销售服务安排。1998年-2005年间,吴帆先生就职于国元信托,先后任高级研究员、A股、B股及香港市场组合经理、投资总部研究负责人, 并于2005年加入海富通基金,负责渠道管理,及为保险公司,证券公司,财富公司,央企等重点机构客户提供资产配置及综合产品解决方案。吴帆先生持有中国科学技术大学的工商管理硕士学位。

 
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joseph zeng

GREENWOOD ASSET MANAGEMENT

Mr. Joseph Zeng (曾晓松先生)is the partner and CEO of Greenwoods Asset Management Hong Kong Ltd. Greenwoods is one of the largest China managers specializing in managing equity long/short investments into Chinese companies listed in HK, China, and the US, based on fundamental research and local due diligence. Investors of Greenwoods funds are mostly institutional investors such as endowments, pensions, sovereign wealth funds, and wealthy families from the US, Europe, and Asia. Before joining Greenwoods, Mr. Zeng was an investment banker with JPMorgan, covering the IPOs and M&As of China banks, insurers, and fund managers. Prior to that Mr. Zeng was an equity analyst covering Chinese banks for JP Morgan, when his team was ranked the #2 Asia financial research team in the poll of Institutional Investors. Mr. Zeng graduated with a Master degree in Accounting & Finance from the London School of Economics (LSE), where he was awarded the Robert Fleming scholarship. He also attended the Master of Intl Finance program of the Graduate School of the People‘s Bank of China (中国人民银行研究生部), which is now Wudaokou School of Finance, Tsinghua University. And he earned the bachelor degree in international finance from Wuhan University. Mr. Zeng was the chairman of the American Alumni Association of the Graduate School of the People’s Bank of China, and the chairman of the Hong Kong Alumni Association of the Graduate School of the People’s Bank of China, respectively. He is also a vice chairman of Huajing Society, a not-for-profit organization aiming to promote the development of relationship between Hong Kong and China Mainland and philanthropic activities.

 
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kaizhi tang ph.d

THE BERYL CONSULTING GROUP

Dr. Kaizhi Tang is a Managing Partner and the Head of Technology at The Beryl Consulting Group. Dr. Tang works closely with Beryl's hedge fund analysts in creating cutting-edge hedge fund analytics and multi-manager platforms. He directed the software development of Beryl Tools integrating statistical analysis, optimization and business intelligence reporting. As Big Data authority, Dr. Tang evaluates early stage venture capital and private equity opportunities for Beryl. Dr. Tang was one of Alibaba, China, most senior Big Data scientists where he applied the data mining and artificial intelligence methods. At Alibaba, he designed and implemented a business intelligence system called CBNData that uses Alibaba’s ecommerce data to generate business reports for Chinese companies. The CBNData is a growing revenue generation business nowadays. He also invented and developed a writing robot which can automatically generate thousands of daily news articles on Chinese economic, finance and ecommerce events. This robot is used by Chinese Business Network and Alibaba to help the content writers. The robot won a national award in the newspaper industry. Dr. Tang also held senior data science positions at Intelligent Automation, Inc. (IAI), in the U.S. where he worked 10 years. At IA, Dr. Tang has grown from a research scientist to a program manager of data mining and informatics. Dr. Tang’s research has been funded by various U.S. Federal government agencies. A data mining tool called ABMiner developed by Dr. Tang has been recognized and used by DOD clients and other researchers. Dr. Tang’s expertise include business intelligence, data mining, natural language processing, machine learning, distributed information systems (blockchains), operations research, artificial intelligence, and optimization. Dr. Tang has creatively applied the technologies in these areas to supply chain and logistics, system engineering, biomechanics data modeling and analysis, open source intelligence data analysis, social media data analysis, e-commerce data, and fintech. Dr. Tang holds a Ph.D. in Operations Research from Penn State University, double degrees in B.S. of Engineering from Tsinghua University. He has published more than 20 articles in journals and is fluent in English and Mandarin.

 
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KEITH AUGUSTYN

THE BERYL CONSULTING GROUP

Keith Augustyn is Managing Director of The Beryl Consulting Group and manages Alternative Data team. Mr. Augustyn has an outstanding track record of developing new product offerings in financial information and technology SaaS companies as well as building and leading global business operations. He has extensive experience in developing the right business strategies, product roadmaps, operational designs, sales support and delivery plans to win and successfully deploy multimillion-dollar revenue generating products. With a client-centric mindset, he is deeply skilled at building large-scale global businesses from the ground-up to execute on new product revenue goals. Mr. Augustyn joined FactSet Research Systems as a Vice President in 2007 to build the FactSet Fundamentals product and global content operation. He created overseas operations in India spearheaded the idea and execution of FactSet’s subsidiary in the Philippines conceptualized and built shared service centers for global document acquisition and language translation. Promoted to Director, he then created a new start-up Fundamentals offering focused on deep industry data including management of the Revere acquisition. Prior to this role, Mr. Augustyn was a Director at Capital IQ, a division of Standard & Poor’s Global Market Intelligence for 3 years. At Capital IQ, he was responsible for global Fundamental data strategy and content operations and in parallel, he developed and executed on an overseas start-up becoming the Country Manager of Capital IQ, Philippines. In the two years prior to Capital IQ, Mr. Augustyn was a Vice President with Thomson Financial in charge of merging four key Fundamental data set acquisitions including WorldScope. Prior experience in Investment Banking as a Sell-side Equity Analyst with Merrill Lynch as well as an analyst at Bloomberg. Currently, he also acts as an adviser to Paragon Fund Services. Mr. Augustyn received a B.S. in Accounting from Rider University.

 
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Jason (Haotisan) Ma

RUSSELL INVESTMENTS

Jason (Haotian) Ma is Director of Investment Solutions for Russell Investments Management Shanghai. He is responsible for designing bespoke FOF/MOM investment solutions for sophisticated institutional investors in China, including but not limited to asset allocation, manager selection and review, portfolio construction and management through leveraging Russell Investments intellectual capital and investment resources. Jason is also responsible for assisting the China General Manager to develop Russell Investments business in the region, such as institutional client base expansion, strategic planning and initiatives and product and investment process design. Prior to joining Russell Investments, Jason worked for Mercer China as Investment Consulting Director. He led the investment consulting team to serve various China institutionl clients, including soverign wealth funds, leading insurance companies and banks. Before returning to China in 2017, Jason worked in the Singapore banking industry, with broad capital market investment experience and product knowledge. Previously, Jason worked for Bank Julius Baer Singapore as Associate Director, covering clients from SEA Senior Partner to North Asian (Greater China). Jason started his career with Standard Chartered Singapore as management trainee, and was an investment advisor in private banking department, managing over $400USD million worth of Asia-based clients’ assets, preparing bespoke portfolio solutions and pitched investment ideas cross all major asset classes, both public and private market. Jason is a China-Singapore government scholar, and received his Honoured Bachelor Degree in Chemical Engineering from the National University of Singapore.

 
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STEPHEN TONG

FRANKLIN TEMPLETON MULTI-ASSET SOLUTIONS

Stephen Tong is a Client Portfolio Manager for Franklin Templeton Multi-Asset Solutions (FTMAS). He focuses on designing and managing multi-asset portfolios engineered to meet specific client objectives by leveraging Franklin Templeton’s global investment capabilities. Mr. Tong joined Franklin Templeton Investments in 2018 and has 10 years of financial experience. Before joining Franklin Templeton, Stephen is a Senior Investment Consultant with Willis Towers Watson, where he advised institutional clients in Asia on investment strategy, portfolio construction and manager selection. Prior to his tenure with Willis Towers Watson. Mr. Tong holds a Bachelor of Economics and Finance from the University of Hong Kong and is a Chartered Financial Analyst.

 
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谢永林 Yonglin XIE

中国平安集团副总经理

Deputy General Manager of PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD

Since September 2016, he has served as the deputy general manager of Ping An Group and has been the chairman of Ping An Bank since December 2016. Mr. Xie joined Ping An Group in 1994. He started as a grassroots salesman and served as deputy general manager of Ping An Property Insurance Branch, deputy general manager and general manager of Ping An Life Insurance Branch, and general manager of Ping An Life Insurance Marketing Department. From June 2005 to March 2006, he served as deputy director of the Ping An Group Development and Reform Center. From March 2006 to November 2013, he served as the operation director, human resources director and deputy president of Ping An Bank. From November 2013 to November 2016, he served as special assistant, general manager and CEO of Ping An Securities. Mr. Xie is a Ph.D. in Management and a Master of Science degree from Nanjing University.

自2016年9月起出任平安集团副总经理,并自2016年12月起出任平安银行董事长至今。谢先生于1994年加入平安集团,从基层业务员做起,先后担任平安产险支公司副总经理、平安寿险分公司副总经理、总经理、平安寿险市场营销部总经理等职务。2005年6月至2006年3月任平安集团发展改革中心副主任。2006年3月至2013年11月先后担任平安银行运营总监、人力资源总监、副行长等职务,并自于2013年11月至2016年11月先后担任平安证券董事长特别助理、总经理兼CEO。谢先生是南京大学管理学博士及理学硕士学位。

 
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MITCHELL DONG

PYTHAGORAS INVESTMENT MANAGEMENT

Mitchell Dong is a private investor and runs his family’s investment office. He invests in quant traders, hedge funds, PE and venture funds and real estate. Mitchell is a serial entrepreneur who has started a dozen businesses over in solar and hydro power, hazardous waste disposal, metals recycling, and power and uranium trading. For the past five years, he has run a blockchain investment fund which trades across 20 digital exchanges in Asia, Europe and the USA employing high frequency programs. Mitchell is a graduate of Harvard College and the OPM program at Harvard Business School. !

 
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霍肖宇 Xiaoyu HUO

副总裁,工商管理硕士

Vice President of China Galaxy Securities Co., Ltd, MBA

From 1988 to 1991, she worked in the Department of Industrial Transportation Finance of the Ministry of Finance. From 1991 to 2002, she worked in China Economic Development Trust and Investment Co., Ltd., and served as deputy general manager of the Industrial and Commercial Credit Department. In 1998, she served as general manager of the business department in Beijing. In 2002, she worked in China Galaxy Securities Co., Ltd., and served as deputy general manager of Management Department in Beijing.

1988年至1991年,在财政部工业交通财务司工作。1991年至2002年,在中国经济开发信托投资公司工作,历任工商信贷部副总经理,1998年任北京营业部总经理。2002年在中国银河证券公司工作,历任北京管理部副总经理。

 
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杨德龙 Delong Yang

前海开源基金管理公司执行总经理

Executive General Manager of Qianhai Open Source Fund Management Company

In July 2006, he joined the Southern Fund Research Department. He was a researcher, chief strategist and fund manager of the automotive industry. In March 2016, he joined Qianhai Open Source Fund. He is currently the executive general manager of the company. Since 2009, he has been a special commentator of CCTV. Regularly broadcast live on CCTV's financial channel trading time and market analysis room programs, and special guests in Phoenix TV's Caizhi Jingyinghui and Dazheng Shangdao. Since 2010, he has served as a part-time tutor in finance at Tsinghua University's School of Economics and Management.

2006年7月加入南方基金研究部,曾任汽车行业研究员、首席策略分析师、基金经理;2016年3月加盟前海开源基金,现任公司执行总经理,2009年起任中央电视台特约评论员,定期在中央电视台财经频道交易时间和市场分析室节目做直播,在凤凰卫视财智菁英汇、大政商道等节目做特邀嘉宾;2010年起任清华大学经济管理学院金融硕士兼职导师。

 
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JOANNE MURPHY

CAIA

Jo has been in Asia for 22 years, predominantly based in Hong Kong but with two valuable years spent in Singapore. She has held several senior Asia Pacific management positions, successfully leading sales, business development, marketing and client relationship management divisions for major institutions and has both built and managed large and effective regionally located teams. Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of global institutions; covering intermediary, buy and sell side, entrepreneurial and most recently in a professional education business environment - throughout the Alternative Investment industry. In 2000, Jo joined HSBC Securities Services (previously Bank of Bermuda) as Head of Sales, Asia Pacific (based in Hong Kong) and in 2005 moved on to Head of Sales Asia (ex Japan) and Product Specialist for all alternative investment products at Deutsche Asset Management (in Singapore). In 2008 Jo rejoined the ex-Head of Bank of Bermuda / HSBC at Triple A Partners. In early 2012 Jo joined the Chartered Alternative Investment Analyst (CAIA) Association, the international leader in alternative investment education and provider of the CAIA designation, as Managing Director, Head of Asia Pacific where she also holds a position on its Global Executive Committee. Jo enjoys the reputation of being hard-working, capable, committed and commercial; was voted “Asia’s most influential woman in the alternative sector” and also one of “The 25 most influential people in Asian hedge funds” by the industry’s leading AsianInvestor magazine. Jo also was a founding member of the Hong Kong AIMA Chapter, previously held an Executive Committee Member position and now sits on its Education Committee. Further, she also holds a number of senior Board positions, is a Fellow of UniSIM University (Singapore) as well as an advisory council member of UPACA Gurukul (India).

 
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michael kurtz

RAYS CAPITAL PARTNERS

Michael Kurtz is senior macro strategist RAYS Capital Partners. He joined RAYS in 2016. Prior to joining RAYS, he had nearly 20 years’ experience heading investment bank equity strategy and economic research teams at the Global, Asia-Pacific and China country levels, in both Hong Kong and Shanghai, with institutions including Nomura, Macquarie, and Bear Stearns. Michael holds an MBA in International Finance & MA in International Relations from The George Washington University; a BA in Political Science from Pennsylvania State University, and studied at universities in both Taipei, Taiwan and Tianjin, China.

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shaokun jiang

PENG YANG ASSET MANAGEMENT

Shaokun is currently Head of Quantitative and Multi-Asset Strategies Group with Peng Yang Asset Management. Previously he was Managing Director and Head of Quantitative and Fund of Fund Investment Group with Qian Hai Kai Yuan Asset Management in Shenzhen, and later became Responsible Office (license 4,9) for its Hong Kong Affiliate, First Qian Hai Financial. Before came back to Asia in late 2015, he was a Portfolio Manager with Visium Asset Management from October 2014 to Nov 2015, responsible for managing systematic global macro strategy. Previously, he was Senior Vice President and Quantitative Portfolio Manager with the Quantitative Investment Group of Neuberger Berman (Former Lehman Brothers Asset Management) from Jan 2005 until Oct. 2014. Shaokun joined investment industry in 2000, and held research roles with Jefferies & Co, Milburn Ridgefield Corp and Traxis Partners. He received Master’s degree from Columbia University and Rensselaer Polytechnic Institute, and BS from Stony Brook University.

 
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ALLEN YAN

GTCOM USA

Allen Yan has accumulated more than ten years of experience in international marketing & sales of information and data, and has successively worked for Datang Telecom Technology Co., Ltd. (listed) and Feitian Technologies Co., Ltd. (listed). He currently serves as the head of Overseas Business as well as the CEO of GTCOM Technology Corporation(GTCOM US Subsidiary) and manages the company’s global strategic layout, international cooperation and marketing. Mr. Yan has led his team in reaching strategic cooperation with Alibaba, Cisco, Microsoft, Softbank and in promoting the global presence of YeeSight, a cross-language big data analytical platform, which provide big data analysis services for more than 40 countries around the world. Mr. Yan earned his master’s degree from the University of Electronic Science and Technology of China, School of Computer Science and Engineering.

 
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RAPHAEL DOUADY

SORBONNE UNIVERSITY

Raphael Douady is a French mathematician and economist specializing in data science, financial mathematics and chaos theory at the University of Paris I-Panthéon-Sorbonne. He formerly held the Frey Chair of quantitative finance at Stony Brook University and was academic director of the French Laboratory of Excellence on Financial Regulation. He earned his PhD in Hamiltonian dynamics and has more than 20 years of experience in the financial industry. He has particular interest in researching portfolio risks, for which he has developed especially suited powerful nonlinear statistical and data science models, as well as macroeconomics and systemic risk. He founded fin tech firms Riskdata (risk management for the buyside) and Datacore (quantitative portfolio of ETFs) and is Chief Science Officer of Matrics (AI for the buy-side). Douady is a member of the Praxis Club, a New York-based think tank advising the French government on its economic policy and sits on the board and the investment committee of Friends of IHES, a foundation supporting the Institut des Hautes Etudes Scientifiques (the French brother of Princeton IAS). He is an alumni of Ecole Normale Supérieure in Paris and was awarded a gold medal at the International Mathematical Olympiads.

 
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ZHOU LI

周立 长江商学院助理院长

Zhou Li joined CKGSB in July 2010 as an Assistant Dean. He is primarily responsible for the school’s global programs, overseas operations, case center and applied research projects. He also serves as Chief Editor for CKGSB Knowledge, the school’s English-language magazine and website. He teaches “Understand China and Its Business People” to MBA and Executive MBA students of leading business schools from around the world. He has been invited to speak at forums organized by leading global financial media, multinational companies, government agencies and educational institutions. Prior to CKGSB, Dean Zhou worked for more than 20 years as CEO and in other management positions at telecom, IT, investment and consulting companies in Canada, Hong Kong and mainland China. Before he joined the corporate world, Dean Zhou was on the faculty of Renmin University in China, where he developed and taught international business management courses and was given the ‘Best Lecturer’ award. He received his Bachelor’s Degree in Economics at Renmin University in China and his MBA at McGill University in Canada. 周立先生2010年7月加入长江商学院,任助理院长。主要负责学院全球化项目、海外运营、案例中心和应用类研究,同时担任学院英文杂志CKGSB Knowledge的主编。此外,他还为来自全球顶尖商学院的MBA和EMBA学生讲授“走近中国与中国企业”课程。周立先生多次受邀在国际顶级财经媒体、跨国公司、政府组织和教育机构等主办的论坛上,就有关中外经济、社会、管理和人文等题目发言。 在加入长江商学院之前,周立先生有20多年在中国大陆、香港和加拿大担任通讯、IT、投资和咨询公司CEO及其他高管职务的成功经历。投身商界之前,周立先生曾任教于中国人民大学,并在中国大陆首开“国际工商管理”课程,曾获中国人民大学“最佳教师”奖。他本科毕业于中国人民大学经济学专业,在加拿大麦吉尔大学获得MBA学位。

 
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kennan castel-fodor

BAKER MCKENZIE

Kennan’s practice focuses on advising global hedge and private equity fund managers, including those in the U.S., PRC and Hong Kong, on a range of matters related to fund formation and fund investments. He has significant experience in U.S. regulatory issues related to fund structure/formation, marketing, and registration requirements for nonU.S. clients. Kennan also has experience advising U.S. registered funds and their boards, investment advisers, and related financial services firms. He is actively engaged in the firm's global commodities and derivatives practice. Representative clients, cases or matters*  Assisted private fund managers (hedge and private equity) with key aspects of fund formation, including fund structuring, offering documentation, and U.S. regulatory considerations.  Provided counsel to U.S. registered funds' board of directors regarding ongoing responsibilities under applicable law as well as complex legal issues requiring board consideration.  Assisted with clients' legal and regulatory compliance for activities under purview of U.S. regulations under both SEC and CFTC jurisdiction, including trading documentation negotiations.  Analysed issues of non-U.S. law and exchange to establish legal structures for investment in the PRC related to products available to U.S. persons as well as new/developing investment programs. Education and admission Kennan graduated from Ohio State University with a B.A. (Magna Cum Laude) in Political Science and B.S. (Magna Cum Laude) in Business Administration. He obtained his J.D. (Magna Cum Laude, Order of the Coif) from Case Western Reserve University School of Law.

 
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王兵 Bing WANG

广发银行副行长

Vice President of Guangfa Bank

He has served as Deputy Director of the Operation Department of the Science and Technology Department of the Industrial and Commercial Bank of China, Deputy Director and Director of the System Department, Deputy General Manager of the Industrial and Commercial Bank of China Data Center (Beijing), Chief Information Technology Officer of Guangfa Bank.

曾任中国工商银行总行科技部运行处副处长,系统处副处长、处长,中国工商银行数据中心(北京)副总经理,广发银行首席信息技术官。

 
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Robert Ciemniak

REAL ESTATE FORESIGHT

Robert Ciemniak is the Founder-CEO of Real Estate Foresight (2012) - an independent research boutique specializing in China housing markets, as well as Robotic Online Intelligence (2017), a Fintech / Proptech / AI venture in analytics and research automation. Between 1998 and 2011, Robert's 13-year corporate career with Thomson Reuters included two major roles as Global Head of Real Estate Markets (London/Hong Kong) and earlier as Head of Corporate Foresight in Group Strategy in London. Real Estate Foresight (REF) provides investors, fund managers, developers, and lenders interested in China with the most granular, data-driven research on China housing markets, powered by the in-house technology, the content from data partners and the alternative data collected from public sources. Robotic Online Intelligence (ROI) helps clients dramatically increase analyst productivity in market research and data collection through SaaS-based automation, custom search tools, and AI-powered text analytics. Over the past 7 years, Robert has been a regular conference speaker and moderator at the real estate industry events in China, Hong Kong and Singapore, and a contributor to specialist industry publications and media. REF research is distributed directly to clients and is also present on Bloomberg {REFC }, ThomsonReuters, and Smartkarma. Robert holds a dual MBA degree from London Business School and Columbia Business School in New York, and MSc from Warsaw School of Economics. He is also an international master in chess and the author of a book about the Internet and competitive strategy (1999).

 
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TOM LEHMANN

CARNEGIE-TSINGHUA CENTER FOR GLOBAL POLICY (CTC)

Tom Lehmann is the Development Manager of the Carnegie-Tsinghua Center for Global Policy (CTC), where he works to build strategic partnerships in China and abroad with companies, foundations, and individuals committed to international expertise exchange, and increasing mutual understanding on issues in global affairs. At the center he is also planning the implementation of Carnegie’s Technology and International Affairs program examining the intersection of new technologies--AI and biotechnology, and cyberspace--and diplomacy, global governance, and policy. Outside of CTC, Tom runs a dinner series that brings together influencers engaged in investment, tech, policy, media, academia, and business for discussions on Fourth Industrial Revolution technologies. Prior to joining CTC in 2016, Tom spent two years in a small mountainous village in rural Yunnan as a Teach for China Fellow, teaching middle school, and working on projects addressing education inequality.

 

张泰立 Taili ZHANG

国联人寿保险股份有限公司 副总经理

Deputy General Manager of Guolian Life Insurance Co., Ltd.

He used to be the general manager of Jiangyin Branch Company of China Life Insurance. The total premiums have been in the first place in the county (city) branch of the country in recent years, and the market share has remained above 80%. Under his leadership, the company's business has developed rapidly and his service has been excellent. It has been commended by the head office and provincial companies for years. The company has been rated as the advanced unit of the dual-civilization construction of Jiangsu Life Insurance System for 9 consecutive years. From 2003 to 2006, he has won the “National First” crown of China Life Insurance System County (City) Branch for four consecutive years. In May 2006, Zhang was awarded the “National Financial May 1st Labor Medal” by the National Committee of the Chinese Financial Union.

曾任中国人寿保险江阴支公司总经理,保费总量近年来一直处于全国县(市)支公司第一的地位,市场占有率保持在80%以上。在其带领下,支公司业务发展迅速,客户服务优良,连年受到总公司和省公司的表彰。公司连续9年被评为江苏省人寿保险系统双文明建设先进单位,2003年至2006年连续四年摘取中国人寿保险系统县(市)支公司“全国第一”桂冠。2006年5月,张被中国金融工会全国委员会授予“全国金融五一劳动奖章”。

 
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陈伟 Wei CHEN

平安银行副行长

Deputy Governor of Ping An Bank

Deputy Governor of Ping An Bank She joined China Merchants Bank in February 1993 and served as Executive Director, Deputy Governor and Chief Financial Officer. From 1982 to 1984, she worked at the Beijing Branch of the People's Bank of China; From 1984 to 1993, she served as the Cadre, Section Chief, Deputy Director of the Financial Planning Department of the Shenzhen Special Economic Zone of the People's Bank of China, and Director of the Financial Management Division; From April 2007 to May 2010, she served as Executive Vice President of Ping An Bank and from September 2007 to May 2010, she served as Executive Director of Ping An Bank.

平安银行副行长 1993年2月加入招商银行,曾任执行董事、副行长兼财务负责人。 1982年至1984年任职于中国人民银行北京市分行; 1984年至1993年任中国人民银行深圳经济特区分行资金计划处干部、科长、副处长,金融管理处处长; 2007年4月至2010年5月任平安银行股份有限公司常务副行长,并自2007年9月至2010年5月兼任平安银行股份有限公司执行董事。

 

THOMAS NIGRO

GTCOM USA

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Thomas Nigro has over 15 years experience navigating in the trading & financial technology landscape with a focus on multi-asset class trading and market structure regulations. Currently Thomas is the Head of North American Sales & Marketing for GTCOM Technology Corporation. Leading a dedicated data-driven business development initiative which specializes in attracting new logos in the financial vertical, while also leveraging media channels and creating thought leadership marketing initiatives. Prior to GTCOM-US, held roles in trading & technology at UBS, NASDAQ, Perseus Corp. and FIS Global. Mr. Nigro earned his degree from Adelphi University, Robert B. Willumstad School of Business, is Series 7 & 63 registered, and currently resides in New York City and Syosset, Long Island.

 
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Andrew Lazarus

THE BERYL CONSULTING GROUP

Andrew Lazarus, Managing Director, heads The Beryl Consulting Group’s Real Estate practice. As part of the New York real estate community, he brings a proven track record of over 25 years in commercial real estate.

Mr. Lazarus was an owner’s representative for VMS Realty Partners, responsible for the leasing and asset management of over 2.5 million square feet of property in New York. Prior to Beryl, he was a Managing Director at Grubb & Ellis. Since 2013, as a partner of Almatt llc he has been involved in development, financing, and the acquisition of both commercial properties and over 500 multi-family apartment units. On a combined basis, Mr. Lazarus has leased, acquired, and asset managed real estate properties, in excess of five million square feet.

The mission of Beryl’s Real Estate practice is to maximize long term capital appreciation through the acquisition and development of real estate assets, both in the United States and abroad. Beryl’s approach monetizes asset values for privately-owned entities and family offices with projects ranging from $20M - $500M.