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孙鲁军
资本项目司副司长
国家外汇管理局
[点击这里!] |
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David Fernandez
新兴市场研究总监
摩根大通
[点击这里!] |
Mr. Fernandez serves as JPMorgan’s Head of Emerging Asia Research team. Before joining JPMorgan in January 1998, Mr. Fernandez spent five years as a professor of economics at the Johns Hopkins University International Studies School where he taught international macroeconomics. He was named Professor of the Year in 1996.
Earlier, he served as an Economist in the Council of Economic Advisers in the administration of U.S. President George Bush. In 1987, he joined the Federal Reserve Bank of New York in its OECD economic research department and in the foreign exchange intervention group.
Mr. Fernandez has a B.A. in Economics from the University of Pennsylvania and received a Doctorate in Economics from Princeton University where, as a National Science Foundation fellow, he wrote his dissertation under Ben S. Bernanke.
In addition to his work at JPMorgan, Mr. Fernandez is on the Advisory Board of Singapore Management University’s School of Economics and Social Sciences. |
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Dean Maki
首席美国经济学家& 美国研究主管
英国巴克莱银行
[点击这里!] |
Dean Maki is a Managing Director and Chief US Economist at Barclays Capital. Based in New York, he is responsible for analyzing and forecasting the Ueconomy and monetary and fiscal policy.
Mr. Maki joined Barclays Capital in February 2005 from JP Morgan Chase, where he was Vice President of Economic Research responsible for forecasts of Federal Reserve policy, the federal budget and Treasury debt issuance. Prior to this, he was a US economist at Putnam Investments and a Senior Economist at the Federal Reserve Board, where his research focused on the relationship between household balance sheets and consumer spending. His research has been published in a number of academic journals.
Mr. Maki holds a Ph.D. in economics from Stanford University and a BA in economics from St. Olaf College. |
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马续田
金融市场部副总经理
中国工商银行
[点击这里!] |
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莫泰山
总经理
交银施罗德基金管理有限公司
[点击这里!] |
莫泰山先生,董事,总经理,中国人民大学学士,中国人民银行研究生部经济学硕士。历任中国证券监督管理委员会基金监管部副处长、办公厅主席秘书、基金监管部处长、交银施罗德基金管理有限公司副总经理。
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朱平
副总经理兼投资总监
广发基金管理有限公司
[点击这里!] |
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Ohara Atsuji
全球经济研发总监
日本瑞穗证券股份有限公司
[点击这里!] |
PROFESSIONAL EXPERIENCE:
May 2009- Director, Head of Equity Research Department
Mizuho Securities Asia Limited.
Feb. 2004 – Apr.2009 Global Equity Strategist, Head of QFII Planning Team
Financial Products Planning Department
Shinko Securities Co., Ltd. (present Mizuho Securities Limited)
*Shinko Securities was merged by Mizuho Securities in May 7 2009.
Ohara has more than 20 years’ experience of research in Asia at financial institution and academy.
Prior to Shinko Securities, Ohara was working at Bloomberg, Alliance Capital Asset Management Ltd. ,and The Chase Manhattan Bank N.A.
Major Achievement as Global Strategist
-Analysis of Sovereign Wealth Fund
-Estimated the economic damage of Sichuan Earthquake
-Analysis of Shanghai Shock in February 2007
-Forecasted the timing of RMB reform in July 2005
EDUCATION
M.A. (2002), Asian Center, University of Philippines (Metro Manila)
Bachelor of Law (1985), Doshisha University, (Kyoto)
SOCIAL ACTIBITIES
Visiting Researcher, Institute of Business Research, Chuo University(Tokyo)
Visiting Researcher, Asian Research Institute, Osaka University of Economics and Law (Osaka)
Lecturer, Keiai University (Chiba),International Economy and Trade
Member, Society for the Economic Studies of Securities,
Member, The Japan Society of International Economics,
Member, The Japan Association for Asian Studies,
Member, The Japan Society for the Studies of Chinese Overseas
PUBLICATIONS
Sovereign Wealth Funds,Nikkei Publish Co.Ltd:Tokyo,2009
Globalization and regional integration in East Asia, Minerva Books:Kyoto, 2007 (Co-editors).
Real BRICs: Political economy in emerging markets, TOUSHI SHINTAKU JIJO (The Investment Trusts), since May 2006.
Emerging and Reforming China Government Bond Market, East Asian Studies, No.44, 2006.
Fufu de China, Futures Japan, since Sep.2004.
U.S. Pension Funds’ Disclosure Issue on Private Equity Investment, Planning Administration, Vol. 27, No.1, March 2004.
Japanese Institutional Investor and Asia Bond Markets, The Journal of International Development Studies, Vol.13, No.1, June 2004.
System selection of the U.S. investors for emerging stock markets after the Asia Financial Crisis, The Journal of International Development Studies, Vol. 12, No. 1, June 2003.
Theory of East Asia Economy, Minerva Book, 2001 (Co-authors).
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曹雄飞
研究总监
大成基金管理有限公司
[点击这里!] |
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Young Chin
首席投资官
美国富达投资集团
[点击这里!] |
Young Chin is chief investment officer of Pyramis Global Advisors, a Fidelity Investments company. Fidelity is one of the world’s largest providers of investment management, retirement planning, brokerage, and human resources and benefi ts outsourcing services for individuals and institutions. Pyramis, with approximately $131 billion in assets under management as of June 30, 2009, focuses on investment products and solutions for institutional customers. Mr. Chin joined Pyramis in 2006 and oversees the firm’s portfolio management, research, and trading functions.
Mr. Chin, a 28-year veteran of the investment management business, previously served as president and chief executive offi cer, Gartmore Global Investments, and co-global chief investment offi cer—equities, Gartmore Group, in Conshohocken, PA. In these dual roles, he oversaw investment units in the U.S., the U.K, and Japan with assets of more than $80 billion.
Prior to joining Gartmore, Mr. Chin was managing director, head of equity management, and director of equity management research for Brown Brothers Harriman in New York from 1999 to 2001. Previously, he served in a number of roles during the formation and building of PNC Financial’s asset management business, including serving on the management committee of BlackRock. Mr. Chin began his investment career at Harris Bank in Chicago in 1978. Over a period of 14 years at Harris, including eight years serving as the director of a quantitative investment consulting service, he worked with more than 400 investment organizations that included investment advisors, pension plans, endowments, and foundations. Born in 1957, Mr. Chin received a bachelor of arts degree in economics in 1978 and a master’s degree in business administration in fi nance in 1982, both from the University of Chicago.
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石波
总经理
上海尚雅投资管理公司
[点击这里!] |
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孙建
资金资本市场部副总经理
中信银行
[点击这里!] |
孙建先生,拥有16年的海内外金融行业的工作经验,现任中信银行资金资本市场部副总经理,负责国内外金融市场的外汇交易、债券投资、产品设计及营销等业务。此前历任中信实业银行本外币交易员、德意志投资信托(Deutscher-Investment Trust)全球新兴市场基金经理,国联安基金管理公司副总经理和基金经理。孙建先生毕业于北京对外经济贸易大学,获得经济学学士学位,于上海财经大学获得经济学硕士学位。 |
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傅德修
首席执行官
光大保德信基金管理有限公司
[点击这里!] |
Teh-Hsiu Fu is currently a Director of the Board and Chief Executive Officer of Everbright Pramerica Fund Management Co., Ltd., based in Shanghai. He is responsible for the strategic direction and overall operation of the company.
Prior to joining Everbright Pramerica, Teh-Hsiu was Chief Executive Officer of AIG Huatai Fund Management Company in Shanghai in 2004- 2005. Before he moved to Shanghai in 2004, he was Executive Director and Head of Greater China Office for UBS Global Asset Management based in Hong Kong for over six years. Prior to joining UBS in August 1997, Teh-Hsiu was Retail Business Director at Fidelity Investments Management (H.K.) Ltd. and Managing Director of Fidelity’s Taiwan operation. Before joining Fidelity in Taiwan in 1994, Teh-Hsiu served as the Asian representative for Massachusetts Financial Services in the early nineties. Teh-Hsiu started his career as a Financial Analyst with PaineWebber Inc. in New York in 1985.
Teh-Hsiu was a member of the Executive Committee of the Hong Kong Investment Funds Association during his tenure at Fidelity, having served as Chairman of the HKIFA’s China Sub-Committee in 1997. Teh-Hsiu was a member of the mutual fund expert committee organised by the China Securities Regulatory Commission in 2001. He also served as an Alternate Member of the Committee on Unit Trusts at the Hong Kong Securities and Futures Commission, when he was at UBS.
Teh-Hsiu was a graduate of Columbia University in New York, and received his Master of Science Degree in Operations Research from Columbia in 1984, as well as a Bachelor of Arts Degree in Mathematics from Columbia in
1983. |
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汪建
资产管理部投资总监
国泰君安
[点击这里!] |
汪建先生,1976年生,南京大学经济学硕士。2001年进入国泰君安证券股份有限公司,先后在研究所、总裁办公室、衍生产品部等部门工作,历任研究员、总裁秘书、一级研究员、董事总经理,现任权益类产品投研业务负责人,资产管理总部副总经理级。 |
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彭文生
中国研究主管
英国巴克莱银行
[点击这里!] |
Wensheng Peng is Director and Head of China Research. Based in Hong Kong, Wensheng leads the firm’s coverage of macro-economic research on China and Hong Kong.
Wensheng joins Barclays Capital from the Hong Kong Monetary Authority (HKMA). He was the Head of External Division (China Affairs) and was responsible for research on mainland China macro-economic and financial sector issues, as well as cooperation issues with the Mainland authorities.
Wensheng started his career as an economist with the International Monetary Fund (IMF) in Washington DC and holds a PhD in economics from the University of Birmingham, England. |
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Alessandro Baldin
安资募总裁,主管及投资分析经理
Azimut
[点击这里!] |
Alessandro Baldin has been Chief Executive Officer (CEO) and Portfolio Manager of Azimut Capital Management SGR S.p.A. in Milan since 2005 and is also a Director of Azimut Holding S.p.A.
Prior to joining Azimut, from 1999, Mr. Baldin was co-head of European equity sales and was equity country manager for Italy, and from 1997 to 1998 was head of the Italian equities desk, for Credit Suisse First Boston’s London and Milan offices.
From 1991 to 1997, he was responsible for Italian equity sales to international investors and was head of the Italian equities team for BZW (part of Barclays Group).
Previously, Mr. Baldin worked at Banca Commerciale Italiana (COMIT) both in Milan and London where he was in charge of the equity desk.
He began his career in 1986 with L. Vizzini stockbrokers in Trieste, Italy.
Mr. Badin holds a first-class honours degree in Business from the University of Trieste.
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尚健
总经理
国投瑞银基金管理有限公司
[点击这里!] |
尚健先生,美国康涅狄格大学金融学博士,现任国投瑞银基金管理有限公司总经理。
尚健先生有多年的国外学习和工作经历,具备较强的金融、证券理论基础和国际视野,对国外公募基金管理的投资理念、投资组合技术、产品设计、风险控制和公司治理等方面,有着非常深入的了解和丰富的经验。
尚健先生曾在国内证券监管机构、证券交易所和基金公司担当重要职务,熟悉中国金融市场、现代企业治理和金融企业业务管理,具有较强的组织管理工作能力和较高的领导管理艺术。
工 作 经 历
2006.05~至今:国投瑞银基金管理有限公司总经理;
2004.01~2006.04:银华基金管理有限公司总经理;
2002.01~2003.12:华安基金管理有限公司副总经理;
2001.01~2001.12:上海证券交易所发展战略委员会副总监;
1997.12~2001.01:中国证券监督管理委员会基金部副处长。 |
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李华轮
执行事务合伙人兼总经理
上海朱雀投资发展中心(有限合伙)
[点击这里!] |
工作经历
1991.07-1993.02 陕西省政府体改委
1993.03-1995.01 工商银行陕西信托投资上海证券营业部,任营业部经理
1996.07-1999.12 陕西省国际信托股份有限公司,任基金部经理
2000.01-2001.01 陕西证券有限公司,任资产运用部经理
2001.01-2007.04 西部证券股份有限公司,任公司总经理助理兼部门总经理
2007.05- 上海朱雀投资发展中心(有限合伙),任执行事务合伙人
教育背景
1987.09-1991.07 陕西省西安市西北大学(大学本科)
2005.03-2007.09 2005.03-2007.09 中欧国际工商学院EMBA(硕士) |
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尹哲
首席策略分析师兼专户投资部总经理
泰达荷银基金管理公司
[点击这里!] |
经济学博士,2000年起从事证券行业,先后担任湘财证券行业研究部负责人,恒泰证券总裁助理,2007年进入泰达荷银基金管理公司,任首席策略分析师兼专户投资部总经理。 |
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许家荣
协理
宝来投信
[点击这里!] |
工作經驗
現任
寶來投信協理
實踐大學財金系兼任講師
台灣退休基金研究委員
台灣金融研訓院特約講師
歷任
台證投顧
Artificial Intelligence Lab
學歷
University of Arizona – 資訊管理碩士
Thunderbird – MBA
台大經濟系
著作
計量化投資策略-資產管理的創新與運用(財訊出版社) |
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吴初默
首席代表
北美信托银行北京代表处
[点击这里!] |
Michael Wu is the Chief Representative for Northern Trust in Beijing. His responsibilities include cultivating relationship with clients and regulators, promoting our products and services in the local market, establishing and implementing our China business strategy to further position Northern Trust as a leading financial services provider in China.
Wu joined Northern Trust in May 2008. Prior to his current role, Michael spent 12 years with State Street in various roles spanning operations, project management and business development in the Asia Pacific region. His involvement in China’s financial industry started in 2000 when he served as a panelist in the Foreign Experts Committee set up by the China Securities Regulatory Commission to advise on the launch of the country's open ended mutual funds. Wu set-up State Street's Beijing Representative Office in May 2005 and served as its’ Chief Representative from May 2005 to August 2007. He was Head of Fund Services for North Asia from September 2007 until he joined Northern Trust.
Wu holds a B.Ec. degree from Macquarie University in Sydney Australia. |
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Xin Yan
高级分析师,罗素全球指数
罗素投资
[点击这里!] |
Xin Yan graduated from University of Science and Technology of China and received her doctorate degree in Statistics from Columbia University in the City of New York in 2004. She has contributed to numerical mathematics, bioinfomatics, financial engineering, price exotic financial instruments and design equity index products and index derivatives. She has successfully spearheaded her quantitative skills at Columbia, Washington Mutual, and Russell Investments.
Xin is currently a senior research analyst with the Russell Global Indexes Team. She is responsible for conducting country and equity research related to index construction and providing insights for the development of Russell Global Indexes, its sub-indexes and other index variants. She also plays a major role in developing innovative investment products, such as factor indices, short & leverage products, and so on. Her publications in financial market research have helped clients better understand the evolving global investment environment. Xin’s a frequent speaker at financial conferences and is an active promoter of Russell’s business exploration in Asia. She received her Financial Risk Manager (FRM) designation from Global Association of Risk Professionals (GARP) in 2005. |
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Gene Chen
首席代表,大中华区
罗素投资
[点击这里!] |
Gene Chen joined Russell Investment Group in March 2005 in the capacity of Chief Representative for Greater China. Prior to joining Russell, he served as Director and Head of Regional Development at HSBC Asset Management in Hong Kong. There, he oversaw HSBC Asset Management’s expansion into regional markets outside Hong Kong which included the search for an acquisition or a joint venture partner in mainland China. Prior to HSBC, Gene served for 10 years in Hong Kong as Asia regional Managing Director for BARRA, an institutional investor risk management consultancy, in the 1990’s.
On the subject of wealth management, Mr. Chen lead Russell’s effort to launch it’s wealth management program in Taiwan with Russell’s Taiwan partner, Polaris Securities. At HSBC Asset Management, the channel management group in the Asia region X-Hong Kong which has to support HSBC distribution partners in their wealth management campaigns in the region reported in to Mr. Chen. He is also involved in a U.S. investor group planning a roll up of independent financial advisors (IFAs) in the U.S. and Asia.
Prior to BARRA, Mr. Chen spent 7 years in the Semiconductor industry in the Silicon Valley in various R&D, design, and manufacturing positions with Fairchild Semiconductor and IXYS Semiconductor. Mr. Chen has a BSc.in Chemical Engineering and an MBA both from the University of California at Berkeley. He has spoken at numerous industry conferences, published various technical journal articles, and holds a patent in a third generation DMOS semiconductor chip design. |
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Chong Jin Leow
执行副总裁,亚太区资产服务部负责人
纽约银行梅隆公司
[点击这里!] |
Chong Jin Leow, Executive Vice President, is Head of BNY Mellon Asset Servicing for Asia Pacific, which provides institutions in the Asian region with global custody, global fund services, foreign exchange, securities lending, global liquidity services, transfer agency, transition management, offshore fund administration, performance analytics and compliance reporting services.
Chong reports to Tim Keaney, Co-Chief Executive Officer of BNY Mellon Asset Servicing and is a member of the Operating Committee of The Bank of New York Mellon.
Chong was recruited by The Bank of New York in July 2006 as its head of asset servicing for Asia Pacific. Prior to this appointment, he held the position of Asia Chief Executive for Investor Services at State Street Bank and Trust, and Managing Director, Head of Customer Management Asia Pacific, overseeing sales, client management and client service at Deutsche Bank and Bankers Trust for close to a decade.
A naturalized Australian, Chong was born in Penang, Malaysia where he attended high school before gaining a degree with a major in Accounting from Monash University, Melbourne, Australia. He began his career with Citibank Australia as a management trainee in 1981, and spent thirteen years working for Citibank in multiple locations, before he joined Bankers Trust Company in 1994.
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Christopher Probyn
Chief Economist Economics Team
State Street Global Advisors
[点击这里!] |
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Seiichiro Uchi
主营业务副总裁
标准普尔
[点击这里!] |
Seiichiro Uchi is Vice President of Index Services of Standard &
Poor’s. He is in charge of S&P’s index marketing and business
development in the Asia Pacific region.
Mr. Uchi joined S&P in 2002. Prior to joining S&P, he worked at various
departments at the Tokyo Stock Exchange. He is a frequent speaker at
pension/investment conferences in the region, and contributed various
articles regarding benchmarks and asset management to the industry
publications. As a councilor of Japan Association of Real Options and
Strategy, he has presented academic papers on real options, governance
and sports finance.
Mr. Uchi received BA in Law from Waseda University, and received
Masters degree in Finance from Waseda Graduate School of Finance. |
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李运建
董事总经理, 中国首席代表
iShares
[点击这里!] |
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王欧
中国证券监督管理委员会局 |
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王晓国
中国证券业协会 |
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Dean Maki
英国巴克莱 |
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马续田
中国工商银行 |
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项廷峰
交银施罗德 |
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朱平
广发基金 |
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Ohara Atsuji
日本瑞穗
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曹雄飞
大成基金 |
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Young Chin
Pyramis |
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汪建
国泰君安 |
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彭文生
英国巴克莱银行 |
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Helen Qiao
Goldman Sachs |
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Alessandro Baldin
Azimut |
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熊建平
交通银行 |
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Gene Chen
罗素投资 |
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Michael Wu
Northern Trust |
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尚健
国投瑞银 |
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李华轮
朱雀投资 |
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尹哲
泰达荷银基金 |
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许家荣
宝来证券 |
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Xin Yan
罗素投资 |
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Seiichiro Uchi
标准普尔 |
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Larry Lee
iShares |
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杨磊
大成基金 |
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Chong Jin Leow
纽约银行梅隆
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Christopher Probyn
State Street Global Advisors
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David Fernandez
摩根大通 |
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Helen Qiao
Goldman Sachs |
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白仲光
金融工程部总监/基金经理
长盛基金管理有限公司
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Lode Vermeersch
首席投资官
金元比联基金管理有限公司 |
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Pietro Giuliani
主席及首席执行官
Azimut Holding |
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