Dr. Kun Gao has extensive investment management experience at leading Wall Street hedge funds and investment banks, including Tudor Investment Corporation, Balyasny Asset Management and Morgan Stanley. As Senior Portfolio Manager, he leads, manages and grows all aspects of his trading business operation with a focus on global equity market. He runs one of the largest quantitative books at these leading hedge funds for many years.
Kun received a B.S. in Statistics from Peking University and a Ph.D. in Statistics from Yale University. He contributed a book chapter about quantitative equity trading for Financial Engineering (Wiley, 2011). He won Excellent Debater Prize in the International Collegiate Debate Contest representing the Yale Chinese Debate Team.
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.
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 Zhang 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.
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.
David Zhang is currently a Managing Director and head of Securitization Research at MSCI. His group
is responsible for securitized products research, modeling, and analytics that support MSCI’s clients in
investment, risk and portfolio management, regulatory requirement, and indices. MSCI’s 7000 clients
across 85 countries include pension funds, sovereign wealth funds, mutual funds, hedge funds, wealth
management firms, banks and insurance companies. We serve the 99 of the 100 largest financial firms.
Before joining MSCI, David worked at Credit Suisse investment bank for 12 years, as a Managing
Director and head of Securitized Products Quantitative Research. His group was responsible for
securitized products modeling and analytics for trading strategies, capital and risk analysis, regulatory
requirement, and client analytics. His group has been consistently top ranked by various industry and
client surveys, including Institutional Investor All American Research team, and Greenwich Associate
Survey. The mortgage models on the online platform Locus were one of the most used analytics system
in the industry.
David worked in Freddie Mac, CIBC Oppenheimer, and University of Chicago after his PhD from
Princeton. He serves as director for PRMIA (Professional Risk Management International Association)
NY chapter, as well as for GCREC (Global Chinese Real Estate Congress). He has published widely in
academic and industry journals.
