Chunfeng Wang (王春峰)
渤海证券有限责任公司总裁. 教授、博士生导师, 天津大学管理学院系统工程研究所所长,金融工程研究中心主任。天津大学系统工程研究所硕士、博士。从2002.起任渤海证券有限责任公司副总裁,总裁。 2002年度“国家杰出青年科学基金”、第6届“中国青年科技奖”、首届教育部“青年教师奖”、1998年度宝钢“优秀教师奖”、第3届“天津市十大杰出 青年奖”、2000年度天津市政府“杰出青年奖”、第5届“天津青年科技奖”,1999年入选教育部“跨世纪优秀人才培养计划”、2002年入选天津市 131人才工程,享受国务院特殊津贴.
Sheng Yan (严圣)
Mr. Yan is the President of China Operation for Intellectual Ventures, a Washington based multi-billion Dollar investment firm focusing on intellectual properties. Prior to that, Mr. Yan had long and distinguished career in banking and finance with some of the world’s leading financial institutions. His experience stretches from Bank of China in FICC business in 80’s through stints Lehman Brothers in Fixed Income, FleetBoston as MD and Head of Greater China and most recently at AIG Financial Product as MD and Head of China. He also worked for few other firms including Tokyo Mitsubishi Intl and South Africa based Standard Bank. All together, Mr. Yan spent almost 30 years in Asia, New York and Europe working at investment banks, banks and funds management companies. His business expertise includes fund raising, sales and trading, investment and corporate advisories. In limited spare time, Mr. Yan most enjoys spending time with his two young boys who are both avid golfers.
严圣先生是高智发明中国区的总裁,公司总部设立于美国华盛顿州,是世界上专注于知识产权投资和应用的超大型基金公司。在加入高智前,严先生曾就职 于多家著名金融机构,包括在80年代为中国银行总行和纽约分行从事外汇,利率,大宗商品交易,后于雷曼兄弟定息收入部门负责中国销售业务,在富利波士顿银 行全面负责中港台业务,和近期在美国国际集团金融产品公司负责中国区业务。 期间,严先生还曾服务于日本东京三菱,南非标准银行等等,先后在亚洲,纽约和欧洲工作近30余年。严先生拥有在投资银行,商业银行和基金管理公司的实干经 验尤其是在融资,证券销售和交易以及财务顾问等方面有着独特的专长。
Shangjin Wei (魏尚进)
Dr. Shang-Jin Wei is Professor of Finance and Economics and N.T. Wang Professor of Chinese Business and Economy at Columbia University, and Director of Working Group on the Chinese Economy and Research Associate at the National Bureau of Economic Research (US), and Research Fellow at the Center for Economic Policy Research (Europe).Prior to his Columbia appointment, he was Assistant Director and Chief of Trade and Investment Division at the International Monetary Fund. He was the IMF’s Chief of Mission to Myanmar (Burma) in 2004. He previously held the positions of Associate Professor of Public Policy at Harvard University, the New Century Chair in Trade and International Economics at the Brookings Institution, and Advisor at the World Bank. He has been a consultant to numerous government organizations including the U.S. Board of Governors of the Federal Reserve System, United Nations Economic Commission on Europe, and United Nations Development Program, the Asian Development Bank, and to private companies such as PricewaterhouseCoopers. He holds a PhD in economics and M.S. in finance from the University of California, Berkeley.
Dr. Wei’s research covers corruption, international finance, trade, and China, and has been reported in the Financial Times, Economist, Business Week, Times, US News and World Report, Chicago Tribune, Asian Wall Street Journal, South China Morning Post, and other international news media. He has published widely in world-class academic journals including Journal of Political Economy, Quarterly Journal of Economics, Journal of Finance, American Economic Review, Review of Economics and Statistics, Economic Journal, Journal of International Economics, European Economic Review, Canadian Journal of Economics and Journal of Development Economics.
He is the author, co-author, or co-editor of several books including China’s Evolving Role in the World Trade (with R. Feenstra, forthcoming University of Chicago Press), The Globalization of the Chinese Economy, (with J. Wen and H. Zhou, Edward Elgar, 2002), Economic Globalization: Finance, Trade and Policy Reforms, (Beijing University Press, 2000), and Regional Trading Blocs in the World Economic System, (J. A. Frankel with E. Stein and S.-J. Wei, Institute for International Economics, 1997).
Shanquan Li (李山泉)
美国奥本海墨基金管理公司董事总经理,高级基金经理,负责该公司环球股票投资的管理。具有二十年投资管理的直接经验。作为新华社特约高级分析师,李先生曾 任中国旅美金融协会首任主席、美中基金会以及多个华人组织的高级顾问。先后入选《美国名人禄》和《世界华人名人禄》。他经常受到海内外媒体的采访,并经常 在电视台、报纸和杂志发表有关金融问题的评论。多次应国内有关部门的邀请,参加各种研讨会和报告会.
1982 年,李山泉毕业于中国人民大学国民经济管理专业,在国务院发展研究中心从事国民经济综合问题的研究。在发展中心近五年的时间里,参与了许多文件、报告的起 草工作,并在报纸和杂志发表有关经济问题的文章。 1986年6月,李先生应美国驻中国大使洛德之邀,进入美国政府汉弗莱交流计划,对美国进行为期一年的访问。1987年9月,他重返美攻读学位。1989 年6月,李先生获BRANDEIS大学国际经济和金融硕士学位。
李先生在学期间(1990)就被ACADIAN投资管理公司雇用,开始了投资管理的研究和实践。1991年2月,他来到纽约受聘于布朗兄弟公司,在投资战略部任高级分析师,从事有关投资战略的分析和研究工作。1995年11月到奥本海墨基金公司环球投资部任基金经理。
Haizhou Huang (黄海洲)
中国国际金融有限公司董事总经理,销售交易部联系负责人;曾任巴克莱资本中国研究主管、国际货币基金组织高级经济学家、清华大学经济管理学院特聘教授。主要研究领域包括中国经济、金融市场、公司财务、金融监管、国际金融、货币经济学和货币政策等。
Haizhou Huang is a managing director and co-head of Sales and Trading Department of China International Capital Corporation. He was head of greater China research at Barclays Capital, senior economist of International Monetary Fund and special-term guest professor of School of Economics Management at Tsinghua University. His research focuses on China's economy, capital markets, corporate finance, financial crisis, international finance and monetary policy.
Jing Lu (卢菁)
现任加拿大帝国商业银行纽约投资银行分部执行董事,及担任基金和银行专业项目顾问。卢菁博士曾在美国纽约联邦储备银行担任高级银行检查员,加拿大多伦多 约克大学担任经济学教授。她的专著<<我在美联储监管银行 >>荣获中国2007年最佳商业图书年度新人奖。她曾为《当代金融家》担任10期专栏作者,为《数字财富》撰写系列评论,为凤凰卫视、香港电 视/电台国语广播、第一财经、二十一世纪经济报道、新浪视频等媒体作采访报道。她的专业领域包括金融监管的理论、政策和实践,金融风险的鉴别和管理。卢菁 博士毕业于复旦大学世界经济系本科,中国人民大学和美国经济学协会合办的研究生培训班,加拿大西安大略大学的经济学硕士和博士。
Zhengqun Fang (方争群)
Mr. Zhengqun FANG, Sinopec US Investor Relation Representative, started his current position since 2004. During the timeframe from 2000 to 2003, he worked as IR manager in Beijing after the Company’ listed in Hong Kong, New York and London. From 1993 to 2000, he took lots of different positions such as crude oil and oil products analyst, marketing consultants, and M & A etc. 1990- 1993, he pursued his master degree in China Petroleum University majoring geochemistry. He has been severing for Sinopec over 16 years up to now, with extensive working experience and broadly background knowledge for China’s petroleum industry.
Xiaomin Chen
Mr. Xiaomin Chen is currently a managing partner of DeHeng Chen, LLC in New York City and global partner of DeHeng Law Offices based in Beijing. He was admitted to the bars of New York State, the US Supreme Court, the US Court of International Trade, and the People’s Republic of China; He is an arbitrator of China Economic and Trade Arbitration Commission (“CITEAC”) and a case arbitrator of ICC International Court of Arbitration.
Mr. Chen has served as counsel to many prestigious clients. He was retained by the State Council Information Office as the chief legal advisor for Experience China 2000, the most important comprehensive cultural event ever held by the Chinese government in the United States. He is also a legal counsel for numerous trade, professional, and charitable organizations in the U.S. In 2008, he was awarded the title “Empire State Counsel” by the New York State Bar Association for his pro bono services.
Besides his professional achievements, Mr. Chen is well published on various legal subjects.
David D. Lin
David D. Lin is Of Counsel at DeHeng Chen, LLC, where he has a diversified practice. He has experience on a variety of cases including commercial disputes, internal company investigations, white collar criminal defense, and regulatory inquiries.Mr. Lin is admitted to the bars of New York and New Jersey. He is also admitted to practice before the U.S. District Courts of the Southern and Eastern Districts of New York and the District of New Jersey, and the U.S. Court of Appeals for the 10th Circuit. He has published many articles in the New York Law Journal about securities fraud, copyright law, and federal arbitration.
Mr. Lin received his J.D. with High Honors from The George Washington University Law School in 2003, where he was Managing Editor of The George Washington Law Review. After law school, he served as a law clerk to the Hon. Paul J. Kelly, Jr., U.S. Court of Appeals for the 10th Circuit. He received his B.A. from OberlinCollege
Bin Li
Mr. Li is the President, CIO and Managing Partner at Yellow River Capital. Prior to co-founding Yellow River, from 2008 to May 2009, Mr. Li was a Managing Partner at Ping Capital Management, a hedge fund in New York and Shanghai, where he and his partners launched a RMB Trust Fund with CITIC. From 2002 to 2008, Mr. Li co-founded and acted as Managing Partner and Chief Investment Officer at Entropy Partners, LLC, a hedge fund that traded $80 million for Paloma Partners and ran managed accounts for institutional and private clients.
Prior to forming Entropy, starting in 1998, Mr. Li co-founded and acted as Chairman and CEO of Tradetrek.com, director of FXtrek. com and AAStocks.com, three financial website companies in which he now remains a passive shareholder. AAStocks.com is currently the most successful financial website in Hong Kong. Between 1993 and 1999, Mr. Li was successively Vice President, Head of Quantitative Analysis Group for Merrill Lynch in New York, Director, Head of Quantitative Trading Strategies Group for SBC Warburg Dillon Read in New York, and Executive Director, Head of Global Quantitative Trading Strategies for UBS in Stamford, CT.
Mr. Li was a research scientist at the Courant Institute of Mathematical Sciences from1992 to 1993. He earned a Ph.D. in physics from New York University in 1992 and a B.S. in physics from the University of Science and Technology of China in 1985. Mr. Li has spoken at many quantitative finance conferences and written a book and several papers on related topics. He holds four U.S. patents for quantitative finance methodologies.
Yong Cai
Yong Cai is currently the portfolio manager of Midway Group, a mortgage derivative hedge fund located in NYC. Before joining Midway in 2008, Yong managed the mortgage derivative trading desk at Credit-Suisse since 2005, and held similar position at Bank of America Securities for 5 years since 2000. He started his wall-street career in 1993 at Prudential Securities as mortgage researcher/modeller, and later spent 3 years at Lehman mortgage research before joining BOA. Yong graduated from Beijing University in 1986, received his M.S. in EE and Ph.D in physics from Michigan State University in 1991, and spent 2 years at Rutgers University as Post-doc researcher in Physics.
Yvonne Y.F. Chan
A partner in the Corporate Department and a member of the Investment Funds Group, Yvonne Y. F. Chan concentrates on the organization of pooled investment funds that raise private equity, including buyout funds, venture funds and funds of funds, as well as the arrangements among fund principals and sponsors. Ms. Chan has also worked extensively on foreign direct investments in China and mergers and acquisitions in the U.S., with a focus on cross-border joint ventures. Ms. Chan is recognized as a leading
Investment Fund Formation and Private Equity lawyer by Legal 500.
Ms. Chan is a New Zealand-trained lawyer and received her LL.M. from Harvard Law School in 1989. After graduating with an LL.B. (Hons.) from Victoria University of Wellington in New Zealand in 1982, Ms. Chan worked as a law clerk with the High Court and Court of Appeal of New Zealand. Ms. Chan has worked in the firm’s Beijing, Hong Kong and New York offices. She previously served as General
Counsel-North Asia of Glaxo China Limited in Hong Kong.
Ms. Chan is fluent in English and Mandarin Chinese. She is admitted to the Bar of the State of New York. She is also qualified as a barrister and solicitor in New Zealand.
Eugene Xu (徐幼于)
Eugene Xu joined Deutsche Bank in 2000. At Deutsche Bank, Eugene is a managing director in the ABS and Correlation Trading since February 2007. Before joining the Trading, he was the Head of Deutsche Bank's Residential Real Estate Asset Backed Securities (ABS) Research. He and his team have produced research works on subprime mortgage and manufactured housing securitizations, primary and secondary market opportunities that are sought by investors and issuers, as well as Deutsche Bank's trading desk. His recent work regarding the impact of the US housing market on the subprime mortgage credit performance and home equity ABS was featured in Bloomberg's top news and was extensively quoted by Barron's and the Wall Street Journal. Besides his work on the US products, Eugene has also worked on non-US mortgage assets such as Australian, Hong Kong and Mexican mortgages. Eugene was also one of the key members of the Deutsche Bank team that brought into fruition the first securitizations of Taiwanese residential mortgage assets.
Before joining Deutsche Bank, Eugene worked for Credit Suisse First Boston as a Vice President in its Asset Securitization Department, where he was responsible for quantitative analysis, the strategies for subordinate ABS as well as other research projects. Prior to this, Eugene worked in the Mortgage Backed Securities Research in Chase Securities from 1996 to 1997, and the Mortgage Backed Securities Research in Smith Barney from 1993 to 1996. Eugene also worked as a Research Member for the Institute for Advanced Study, in Princeton, New Jersey. Eugene holds a BSc and an MSc in Mathematics from Fudan University in Shanghai, China and holds a PhD from the University of California, Los Angeles.
Song Jin
Song Jin, a China-born and U.S. trained bilingual veteran with over 10 years experiences in private equity, management consulting, and banking industries, is now working at a boutique private equity firm in NY where he manages private a equity fund and value-adding services, including overseeing firm's investment strategy, analyzing lead opportunities as well as investment across a broad range of industry segments, and negotiating and monitoring of existing investments in the funds. Prior to that, Song was with Deloitte Consulting where he has worked with a number of world leading financial services companies; focused in the banking, investment management and securities industries, experience crosses strategic, operational, performance improvement and merger integration consulting. Song is a frequent participant at industry conferences where he speaks on topics relating to private equity, financial reform and regulation, and risk management, etc.
Song holds a bachelor's degree from Xi’an Jiaotong University, a Ph.D. from Singapore's Nanyang Technological University and an M.B.A. from Washington University in St. Louis.
Xiaowen Qiu
Ms. Qiu is a partner at Sidley concentrating in derivatives and structured finance.
Ms. Qiu represents clients in a wide variety of derivatives-related matters, prime brokerage, securities lending and repurchase transactions and numerous other financial transactions. Ms. Qiu has a particular expertise in credit derivatives, equity derivatives and interest rate derivatives. Ms. Qiu provides legal advice on equity derivative products including exotic equity derivative products. Ms. Qiu has also been involved in the representation of domestic and international financial institutions participating in securitization and other structured finance transactions as placement agents, providers of liquidity and credit enhancement, issuers and investors for various structured debt securities. Ms. Qiu's practice also includes over-the-counter derivative transactions and synthetic and hybrid collateralized debt or loan obligations, financial products that are on the convergence of the insurance, banking and investment banking industries and those products in which banks apply credit derivative techniques in their capital management activities.
Ms Qiu received her J.D. from Columbia Law School in 2000 and her BA and MA from People's University of China.
David Yan (颜勇)
David Yan is a Senior Strategist for securitized products such as MBS, ABS and CMBS, and the Head of CDO Research of Credit Suisse Group. Prior to joining Credit Suisse, David worked for Merrill Lynch in the Structured Finance Research group focusing on quantitative analysis for CDOs, credit derivatives, home equities and other structured products. David has published many industry research reports on securitized markets and a couple of academic papers on credit derivatives and interest rates in academic journals. David also worked at First Tennessee Capital Markets developing relative value models for fixed income products and at OCWEN Federal Bank as a prepayment and default modeler. David is a CFA charter holder and holds a Ph.D. in Finance degree. David received BS in World Economy from Fudan University.
颜勇博士现任职于瑞士信贷银行,担任MBS, ABS及CMBS等结构性产品高级战略分析员及CDO研究主管. 加入瑞士信贷之前, 颜勇博士任职于美林证券结构性产品研究部, 从事与CDO, 信用衍生产品, 房屋次级贷款,汽车抵押贷款,信用卡抵押贷款等产品有关的数量分析及研究. 颜勇博士发表了许多有关资产抵押证券领域的研究报告及有关信用衍生产品和利率方面的学术论文. 颜勇博士还曾任职于第一田纳西银行及OCWEN 联邦银行, 从事固定收益产品方面的数量分析及模型. 颜勇博士拥有美国注册金融分析师 (CFA)证书及金融博士, 并毕业于中国上海复旦大学世界经济系.
Nan-I Chen
Nan-I Chen is a derivatives and structured products lawyer at Barclays Capital. His practice covers structured notes, CDs and derivatives transactions across asset classes including equity, credit, interest rates, currencies, commodities, inflation and index-linked products. Prior to joining Barclays Capital in 2009, Nan-I Chen was an associate
at Shearman & Sterling LLP from 2003 to 2009. Nan-I's practice at Shearman & Sterling was focused on the structuring, negotiation and execution of financing, derivative and synthetic products and the resolution of related credit, regulatory, legal and risk management issues. Nan-I Chen received his J.D. from Columbia Law School in 2003 and his L.L.B from National Taiwan University in 1995.
Yvonne Fu
Yvonne Fu has been with Moody’s Investors Service since March 1997. Currently, she is head of its US Derivatives Group with specific responsibilities for CDOs and other credit derivatives products. Prior to joining Moody’s, Yvonne worked for the Private Banking Group at JP Morgan. Yvonne holds a B.S. and M.S. from Tsinghua University in China and a Ph.D. in Operations Management and a MBA from Rutgers University.