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.
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.
Dr. Bo Liu is currently working as a Director at Bank of America Merrill Lynch and has more than 10 years working experience as a desk/risk quant from major financial institutions. His team is responsible for enterprise level regulator capital, economic capital and Basel related modeling. Before joined BofA, he worked at J. P. Morgan and UBS as a risk quant to cover counterparty and credit risk modeling. He also worked as a desk quant to support structured credit trading desk at Citigroup and a model developer at Fitch Ratings. Dr. Liu was also an adjunct profession at Rutgers Business School. Dr. Liu holds a Ph.D. in Finance and MBA from Rutgers Business School, M.S. in Finance from Shanghai Jiao Tong University and B.S. in Statistics from Beijing Normal University. His research has been published in several prominent academic journals.
Dr. Liu is the current CFO of TCFA and Board Director. Since joined TCFA in 2006, he has been involved in the core management team and held various positions including Board Director, Chief Financial Officer, Chief Operating Officer and Treasurer. Dr. Liu also served in TCFA accounting committee and Best Paper Award review committee.
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)。
Jason Wei is Associate Dean of Tsinghua Institute of FinTech Research at People’s Bank of China School of Finance (PBCSF) of Tsinghua University, spearheading PBCSF’s development of its North America Center in New York to expand the schools’ executive education and research outreach. He is also Senior Advisor and former Senior MD at the New York office of Zenity Holdings, a global industrial investment corporation headquartered in China with total AUM of more than $60bn.
Prior to Zenity, he was Head of Credit Research at American International Group (AIG), reporting to AIG’s Chief Credit Officer with research covering total AUM of $300bn. Before AIG, he was Senior Economist at the Federal Reserve Bank of Philadelphia, and earlier Economist at the Federal Reserve Bank of New York.
He is also a Research Fellow at Wharton Financial Institutions Center. He is currently Chairman of Board of The Chinese Finance Association (TCFA), the largest global association of Chinese finance professionals worldwide. He is former President of TCFA from 2014 to 2015 and is founding Chair of TCFA Best Paper Symposium. He holds a Ph.D. in Finance from Stern School of Business at New York University, a M.S. in Economics from University of Texas at Austin, and a B.A. (Finance) from Tsinghua SEM.
Maggie Jiang is currently SVP of Corporate Banking with Bank of China New York Branch,
her responsibilities include lending to corporations in cross border M&A, Project Finance,
and Structured Finance throughout U.S., Canada, Latin America and South America.
Ms. Jiang was formerly senior Director at Credit Suisse, an expert in structured finance
and primary debt capital market, where she helped facilitating public, private, or
syndicated transactions for various types of institutional investors. She covered large
frequent issuers, opportunistic hedge funds, financial intermediaries, start-ups, and one-
off special projects related to M&A. Her expertise spreads through a wide range of
spectrum: origination, structuring, risk assessment, funding, advisory, and internal credit
approval, for billions of assets. Prior to Credit Suisse, Ms. Jiang held various positions at
Barclays Capital, CitiGroup. She was China Market Committee Co-Chair for the
Structured Finance Industry Group and was part of the leadership team that published
the securitization whitepaper for the China market. She also spoke at several industry
conferences.
Ms. Jiang currently is a TCFA Board Director. She has been a long-time core member,
and has made valuable contributions in her role as executive team member, New York
Chapter Chair, former TCFA President, former President-Elect, and board member for
several terms.
Ms. Jiang has worked tirelessly to organize many key events that differentiate TCFA
from other organizations, and promote the TCFA brand and member loyalty. She
continuously brings in and maintains several large institutional relationships for strategic
alliance, e.g., she led Lunar New Year Celebration with Bloomberg Pan Asian Community
three years in a row, two China Bond Market Roundtable with S&P, and three career
panels at Rutgers University, etc.. Ms. Jiang is also a strong supporter of young students
and women in the work place.
Ms. Jiang also sits in the Audit Committee and serves on the board of The Family Center,
a non-profit organization based in Brooklyn, NYC, which helps less privileged new
Yorkers at times of family difficulties and stresses, facilitating aids treatment, mental
health clinic, and pro bono housing services, etc.
