Jue Wang is a Fixed Income Investment Strategist at Putnam Investments, a 140 billion+ asset management firm providing investment services across a range of equity, fixed income, absolute return, and tactic asset allocation strategies. In his role, he co-manages the macro strategy trading book within US interest rate derivatives markets. He also develops systematic strategies for global rates and currencies markets. Before joining Putnam Investments, Jue worked as a quantitative analyst at the interest rate options trading desk of Bank of America Merrill Lynch.
Jue is a Chartered Financial Analyst. He has a PhD degree in Physics from Stony Brook University. He received his Master of Financial Engineering degree from the Haas School of Business at the University of California at Berkeley. He also graduated with a Bachelor's Degree in Physics from Nanjing University.
Yalin is Vice President at US Tiger Securities, the subsidiary of Up Fintech Holding (Nasdaq: TIGR). She is responsible for the development of institutional sales business. Prior to this role, Yalin was director of US Business at China Bridge Capital International, based in New York City. China Bridge Capital is a Private Equity fund management company. Yalin is responsible for the company’s business development in the US. She oversees the due diligence process of cross-border transactions, while monitoring of portfolio companies and sourcing deals. P
Prior to China Bridge Capital, Yalin was senior associate at China Renaissance Securities New York office. She was responsible for relationships development with US institutions. In addition, she has helped Chinese private and public companies improve their business and operations by advising on capital structure, and introducing senior management to financing and funding sources, and business strategy. Prior to China Renaissance, Yalin was an Equity Research Sales at CITIC Securities in New York.
Yalin has been a Director on the TCFA board sine 2013. Yalin holds a Master Degree in International Finance and Economic Policy from Columbia University; and a Master Degree from ISA Lille, a top ranked Grande Ecole engineering school in France. She also holds a Bachelor Degree in Biotechnology from Tongji University.
Richard Wang is currently a board of director for TCFA. He serves as a director at DYNC Atlantic Property and Investment, an assets management and private equity firm based in Washington DC. Before that, he served as a risk manager at Investment & Capital Market division of Freddie Mac. He also worked as a consultant at PricewaterhouseCoopers (PwC) and managed fixed income securities securitization and financial derivatives evaluation for various clients in banking and capital market. He holds a master’s degree of business administration in Finance from R.H Smith School of Business at University of Maryland, College Park.
Joy Zhang is currently an Executive Director and head of Non-Agency Securitization Research at MSCI. Her group is responsible for research in non-agency securitization including MBS, ABS, CLO and development of securitized products factors. She has applied machine learning and big data analysis in securitized products modelling and published the results in The Journal of Structured Finance. Previously, Joy was a Director at Credit Suisse, responsible for mortgage collateral and regulatory modelling for securitized products trading. Her team was ranked by Institutional Investor as All-American Research Team for Prepayments Strategy. Prior to Credit Suisse, she worked as a senior developer at Goldman Sachs responsible for developing a firm-wide risk management system.Joy Zhang is the co-head of Women’s Leadership Forum of MSCI, New York Chapter. She is also a member of the steering committee of PRMIA New York Chapter.Joy has an M.S. in Computational Finance from the Carnegie Mellon University, a Ph.D. in Chemistry from University of Kansas and a B.S. in Chemistry from University of Science and Technology of China
Wenzhe Zhao is a Director at Credit Suisse, in both the Global Markets Division and the International Wealth Management Division. He works with the Chief Economist and the Investment Committee to generate outlooks for the global economy and major financial markets, which impact the bank’s and its clients’ investment portfolios. Wenzhe possesses in depth knowledge of the world’s largest economies and financial markets. His area of expertise includes world manufacturing sectors, international trade, economic growth, and Chinese economic development. Before coming to New York, he was based in London, working with the Chief Global Strategist of Credit Suisse. Wenzhe has worked closely with financial professionals of various types in major global financial centers. Wenzhe holds a Master of Philosophy in Economics from Cambridge University and a First Class BSc in Economics from the London School of Economics. He is on the Philanthropy and External Engagement Committee of the Asian Professional Network at Credit Suisse and active in helping unprivileged communities in New York.
Angelene Huang is the Founder of Chinese Coffee Club, a NY registered 501(3)© nonprofit, providing professional lectures and conferences for Chinese communities and promote collaboration and alliances among Chinese organizations. She also founded Wisdom Academy in July 2020, a finance and career education and training startup company. Before this, Ms. Huang works for Two Sigma Investments, one of the top global quantitative hedge funds based in New York. During her nine years' career at Two Sigma, she managed over 20 billion cash investment portfolio and was the head of Treasury. Ms. Huang is an experienced treasury and capital market profession, a strategic leader for technology automation, and a detail-oriented risk manager focusing on daily excellence and consistent improvement. She also manages various cross-team projects and embraces transparency and a high standard of work ethics.Ms. Huang holds an MBA degree from Yale School of Management, a Master's degree in Computer Science and Civil Engineering and a bachelor's degree in Environmental science from Tsinghua University. Ms. Huang started her Finance career as a senior analyst and foreign currency trader at IBM's treasury. Before that she worked for an international environmental consulting company as a engineering project manager. She has a passion for advocating for Chinese community's knowledge sharing and collaboration. During the recent Covid-19 pandemics, Chinese Coffee Club, with the support from TCFA, AFS and many other TCFA’s current board members such as Henry Mo, David Zhang, and Christine Zhao, together launched American Chinese United Care (ACUC) Alliance to fight the Covid-19 pandemic and aid the healthcare workers in the greater New York area. The alliance of 159 Chinese companies, nonprofits, university alumni associations, and many Chinese community associations collectively donated near $6 million PPEs and cash to local hospitals and communities. ACUC's donation effort created a substantial positive impact on Chinese Americans community, and its result has been recorded and praised on various media channels. She helped TCFA earn a merit certificate from NY assemblywoman for Covid-19 contribution.During the pandemic, Chinese Coffee Club launched "Friday Night Coffee Talk" to cater the current needs of people, sharing high quality content from industry leaders and professionals and shared among communities for free. Later on, the club launched another free talk – "Sunday Night Investment Talk." These free talks are free to public and benefit people from China, Europe, and all over the U.S.