Ms. Fan Xing is a Managing Director in the Global Credit and Special Situations Group at Bank of America Merrill Lynch, based in New York City. The group is responsible for trading distressed debt, high grade and high yield credits, credit indices and related derivatives products, leveraged loans and CLOs, as well as financing credit assets throughout the Americas, Europe and Asia. In her role as the Head of Global Portfolio Management for the group, Ms. Xing is responsible for managing non-standard and significant transactions, assessing and hedging risk, and ensuring efficient use of capital and balance sheet. She also serves as Co-Chair of the firm’s Women’s Leadership Council in Global Banking and Markets in Americas. She started her career with Merrill Lynch in 1998.
Ms. Xing received her Master's Degree in Business Administration from Haas School of Business at University of California at Berkeley, where she passed the Ph.D. qualify exam in Finance. She also holds a Master's Degree in Economics from University of Southern California in Los Angeles and a Bachelor's Degree in International Studies from Foreign Affairs University in Beijing. Ms. Xing is a CFA Charter holder and a member of the New York Society of Security Analysts.
Ms. Xing is the President and Board Member of the Chinese Finance Association (TCFA).
邢凡女士在美国银行美林证券的全球信用产品交易部门担任董事总经理。 该部门负责交易全球信用及相关衍生产品,以及提供信用产品的融资贷款。 作为该部门投资组合管理负责人,邢女士负责管理大型交易,发展新产品, 风险管理, 并确保有效的利用资本金提高回报率。她也是公司投资银行女性领导者委员会北美联合主席。她于1998加入美林证券。
邢女士在加州大学伯克利分校的哈斯商学院获得了工商管理硕士学位, 并通过了金融博士学位资格考试。 她还拥有南加州大学经济学硕士学位,以及北京外交学院学士学位。邢女士是特许金融分析师(CFA)和纽约证券分析师协会成员。
邢女士是全美华人金融协会(TCFA)主席和理事会成员。
Dr. Mo is a managing director and the chief economist at AIG. In this role, he is responsible for developing international residential and commercial real estate forecast models, and provides macroeconomic projections for the firm’s asset management (+$350bn AUM) and insurance businesses. Dr. Mo joined AIG December 2013.
Previously, Dr. Mo worked as a director and senior economist in the Economics Research team at Credit Suisse. Prior to joining Credit Suisse, Dr. Mo worked as a research assistant at the National Bureau of Economic Research (NBER). Dr. Mo has published in top-tier academic journals and has regularly presented at academic, regulatory, and industrial conferences. His research work was regularly quoted by the world’s leading financial media. Dr. Mo has also done executive teaching at a number of institutions including Tsinghua PBC School of Finance, Cheung Kung Graduate School of Business, Shanghai Advanced Institute of Finance, etc.
Dr. Mo received both his MPhil and PhD in Economics from the Graduate School and University Center, City University of New York and BS in Electronics and Information System from Zhongshan University. He also studied in the Mathematics in Finance Program at New York University and in the Economics Program at the Graduate School of Chinese Academy of Social Sciences, respectively. Dr. Mo is a CFA charter holder. He is also a member of Council for Asset and Investment Management at The Institute of International Finance (IIF), The Economic Club of New Work and a Board member of The Chinese Finance Association (TCFA).
Christine Y Zhao is a Managing Partner of Yuanming Capital, a VCPE fund focused on cross-border investment and acquisition opportunities between US and China. Previously she was the Group Chief Financial Officer of Best Logistics Technologies, a pre-IPO internet-age infrastructure company with valuation over $3bn and major investors including Alibaba, Goldman, Walden, IDG, Softbank, IFC, China Everbrite and Citics PE. Prior to this, she was a Managing Director in Bank of America Merrill Lynch and an Executive Director in JPMorgan, where she held senior positions in HQ and global corporate and investment banking units (including regional CFO/COO). She also worked at American Express in New York, London, Singapore in various capacities including strategy and corporate venture investing, in investment banking at Goldman Sachs in Hong Kong, and in corporate development at FedEx Corporation in U.S. She has managed teams across four continents.
A Chartered Financial Analyst (CFA), Christine holds an MBA from Harvard Business School and a B.S. in Economics with distinction from Fudan University in Shanghai, China. She is also a Board member of the Chinese Finance Association (TCFA), a non-profit organization with over 6,000 members worldwide. Christine is fluent in both Mandarin and Cantonese.
赵颖女士(Christine Y Zhao), 元明资本管理合伙人,从事中美投资及跨境并购。曾任百世物流科技(中国)有限公司集团CFO,管理逾500人团队。公司估值超30亿美金,投资方包括阿里巴巴,高盛,软银,世界银行,中信及光大资本等。赵女士拥有丰富的华尔街顶级大型金融机构高层管理经验,历任美林美银董事总经理,摩根大通总部、投资及企业银行部执行董事(包括区域CFO/COO)。之前并曾在高盛投资银行, 美国运通战略及风投部, 联邦快递企业发展部等任职。在中国、纽约、伦敦、香港及新加坡均工作过,管理团队跨四大洲。赵女士拥有哈佛大学工商管理硕士及复旦大学世界经济学士学位,并是美国注册金融分析师(CFA)及北美华人金融协会董事 (TCFA Board member)。
Dr. Hui Fan is currently an Assistant Director at AIG’s Asset Management group, where his team is in charge of building the quantitative investment platform to forecast the financial performance of investments at AIG and help facilitate the Chief Investment Officer in making strategic investment decisions. The system is also the foundation of CCAR stress testing and budget reporting at AIG Asset Management.
Prior to AIG, Hui spent 6 years at Morgan Stanley’s risk department and Moody’s derivatives group, with rich experiences in risk management, modeling and trading. He is a CFA Charter Holder and an active contributor to Seeking Alpha. He also won the 2nd Prize in the 2013 TCFA Global Investment Contest. Hui has a Ph.D. degree in Industrial Engineering from Rensselaer Polytechnic Institute and a B.S./M.S. from Tsinghua University.
Kun Gao is a Quantitative Portfolio Manager at Tudor Investment Corporation, where he manages a team developing and trading systematic equity strategies in global markets. Prior to joining Tudor, he was a Portfolio Manager at WorldQuant, L.L.C. where he designed and traded a computer-driven global equity portfolio. Previously, he has worked for Morgan Stanley and Caxton Associates, L.L.C. Kun holds a B.S. in Probability and Statistics from Peking University and a Ph.D. in Statistics from Yale University.
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.