Dr. Yan is a Managing Director of Fosun Group, one of the largest conglomerates in China, in charge of the securitization business and Internet finance, and assisting in Fosun’s investments in the US.
Prior to joining Fosun, David was the General Manager of Product Development of Lufax under the PingAn Group. Before moving back to China, David was the Global Head of CLO/CDO Research and Senior Strategist of Securitized Products 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, home equities and other ABS products. David has published many industry research reports on CLO/CDOs and several academic papers on credit derivatives and interest rates in academic journals. David also worked at FTN Financial and OCWEN Federal Bank in the areas of fixed income and securitized products. David is a CFA charter holder and holds a B.S. in Economics degree from Fudan University in China and a Ph.D. in Finance from University of Alabama.
David was a former President of TCFA
颜勇，金融博士，美国注册金融分析师，本科毕业于上海复旦大学世界经济系, 美国金融学博士。现任复星集团银行发展部董事总经理，主管集团资产证券化业务，网络金融平台，及协助复星在美国的投资项目。加入复星之前，颜博士曾任平安集团旗下的上海陆家嘴国际金融资产交易市场股份有限公司（陆金所）产品开发部总经理。回中国之前，颜博士曾担任瑞士信贷银行董事，主管瑞信全球抵押债务结构性产品投资，设计及研发业务。颜博士有十多年华尔街工作经验，涉足在资产证券化，房地产，商业地产，公司债等多个领域，为遍布全球的大机构投资者及私人银行等提供投资策略和支持。在二零零四年加入瑞信之前，颜博士还在美林证券等三家投行或银行工作。颜博士曾担任全球华人金融协会主席。
Guang Yang, Director of Board of TCFA. With over 15 years of working experience in major international financial centers: New York, London, Hong Kong and Shanghai, Guang has been holding management roles in several financial institutions, such as leading the cross boarder business of Templeton Capital as Partner and GJ Financial as EVP, managing the portfolio of Asian companies listed in US and Europe for Citigroup, leading the European Central Bank's secondary market project across 14 countries, etc. Before EU, he was helping global head to oversee Citi's 53 proprietary markets around the world. He also worked in JPMorgan's Division of International Banking and BNY Mellon's Developing Market Department in New York. Guang started his career at Boston Consulting Group (BCG) as one of its first few analysts recruited in Asia, and then joined HSBC, working in Hong Kong as a manager in Investment and Corporate Banking. He is the co-author of a World Bank White Paper, and has been interviewed by Bloomberg, Wall Street Journal, People's Daily, CCTV, China Daily, and other media for comments on financial markets.
Besides being a financial professional, Guang is a TV personality who used to host the first bilingual Music TV show in China, and various international events and forums in US, Europe and Asia. Guang joined TCFA in 2006/7 and is currently the Chief PR Officer in charge of media relations and other public affairs. He also helped lead TCFA's career advisory programs for junior professionals and students. He received his master degree from Columbia University and bachelor degree from Fudan University. He is currently the President of Fudan Alumni Association of USA, an Adjunct Professor of Fudan University, and an Adjunct Lecturer of Columbia University.
Yalin is senior associate at China Renaissance New York office. She is responsible for relationships development with US institutions and advising on investments in Chinese private and public companies. She is also advising Chinese companies to planning for US capital markets involvement.
Prior to China Renaissance, Yalin was an Equity Research Sales at CITIC Securities in New York. She was responsible for managing relationships with institutional investors, establishing new relationships with buy side funds, and identifying suitable opportunities for cross-selling, upgrades and other revenue opportunities. She also organized research analyst and corporate roadshows in the U.S.
Yalin is currently a Director on the TCFA board. 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 d'ingenieur school in France. She also holds a Bachelor Degree in Biotechnology from Tongji University.
Grace Wen currently works for the Sales & Trading department at CICC US Securities, covering U.S. based institutional clients with an exposure to China equities in both onshore and offshore markets.
Grace is a Ph.D. candidate in Economics at New York University under Henry MacCracken Fellowship. She served as the President of the Chinese Students and Scholars Association at New York University from 2008-2009. Grace holds a B.A., Summa Cum Laude, from Barnard College of Columbia University. She has been a member of Phi Beta Kappa Society since 2007 and was a Junior Fellow at American Academy of Political and Social Science. Her research interests include growth economics and international finance.
Grace is a Director on the TCFA Board and is a core member of the management team. She was the first student member to join the Board of Directors and has been leading TCFA’s student volunteer force since 2007.
Amy Liu is a financial planner at MetLife Premier Client Group of New York City. By using holistic approach and cutting-edge technology, partnering with her team of knowledgeable financial planners and advisors, beyond insurance products and wealth management, Amy delivers comprehensive services that focus on the following areas: financial position, tax planning, protection strategies, investment planning, retirement planning, estate planning, and business planning.
Prior to joining MetLife, Amy earned five academic degrees both in China and in the United States, including a Master degree from the Institute of Computing Technology, Chinese Academy of Sciences in Beijing, China. She interned at GE and NASA and worked at other Wall Street firms in the fixed-income analytics and foreign exchange derivatives divisions.
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.
