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Ning Zhu
Deputy Dean at Shanghai Advanced Institute of Finance and Deputy director at the National Institute of Financial Research Tsinghua UniversityNing Zhu is a deputy dean and professor of finance at the Shanghai Advanced Institute of Finance, a faculty fellow at the Yale University International Center for Finance. He was the Oceanwide Professor of finance and deputy director at the National Institute of Financial Research at Tsinghua University and a tenured professor of finance at University of California.
Professor Zhu is global leading expert on China’s economy and financial markets, behavioral finance, investments, and corporate finance. He has published numerous articles in leading journals in the finance, economics, management and legal fields.
In addition to his academic research, Professor Zhu helps asset management companies in a wide range of capacities. During his leave from the University of California in 2008-2010, he implements his research into practice and leads the quantitative strategies and portfolio advisory teams at Lehman Brothers and Nomura International in Hong Kong, which was top ranked by leading institutional surveys. He commands extensive consulting experiences advising government agencies, such as the PBoC, CSRC, the World Bank and IMF, market regulators, stock and futures exchanges, and some of the largest institutional money managers and investment banks in the world.
Professor Zhu is frequently featured in leading media columns, TV programs, and events such as Davos World Economic Forum and Bo’ao Asian Forum. He is the author of the best seller “China’s Guaranteed Bubble” and “The Investor’s Enemy”, both translated into multiple foreign languages and won some most prestigious research prize in China.
Professor Zhu received his B. Econ. Degree from Beijing University, Master of Science degree from Cornell University (NY), and Ph.D. degree (finance) from Yale University (CT).
Jade Lu
Head of SVB Asia and President of SPD Silicon Valley BankJade Lu is the President of SVB Asia, SPD Silicon Valley Bank (SSVB), primarily responsible for SVB’s Asia business, including China joint venture bank, SPD Silicon Valley Bank. SVB’s Asia operations include expanding extensive relationships with many of Asia’s dominate venture capital and private equity firms, as well as local Chinese innovation companies.
With almost 20 years working experience in banking industry, Jade joined SSVB in 2017. She served as Chief Risk Officer, Head of Corporate Banking and Managing Director of SSVB successively. From 2001 to 2017, Jade has extensive experience in two leading international banks including Standard Chartered Bank (SCB) and Citibank where she has taken various senior roles and played instrumental role in the Group office, China as well as local branch’s strategic planning, business development and governance.
Jade has a bachelor’s degree in economics from Fudan University and an IMBA from the University of Hong Kong. She is also appointed member of Science and Technology Innovation Advisory Committee by Shanghai Stock Exchange.
Haibin Zhu
Chief China Economist at J.P. MorganHaibin Zhu is a Managing Director, Chief China Economist and Head of Greater China Economic Research at J.P. Morgan. Prior to joining J.P. Morgan in 2011, Mr. Zhu was a research economist at the Bank for International Settlements (BIS) for a decade. In 2016-2020, Mr. Zhu also served as Head of China Equity Strategy at J.P. Morgan. His areas of expertise include China economy, banking regulation and financial stability, equity strategy and asset allocation. He has published a dozen of articles in peer-reviewed journals including Review of Financial Studies, Journal of Banking and Finance, and International Journal of Central Banking, and won best paper awards in areas of real estate valuation, fixed income and banking. Currently he is an adjunct research fellow at the National Institute of Financial Research (NIFR), Tsinghua University, and adjunct professor at Chinese University of Hong Kong (Shenzhen).
Mr. Zhu obtained a Ph.D. degree in economics from Duke University and, a M.A. from the Graduate School of People’s Bank of China, and a B.S. from Beijing University.
Sybil Zhu
Vice President of Business Development at RobecoYishu Zhu, Vice President of Business Development in Robeco, responsible of Robeco’s China strategy mapping and onshore business development. Prior to Robeco, I’m with Fidelity International’s China team. I helped structuring FIL’s first China products setting up and partnership development. Before asset management industry, I used to be with government think tank for policy research for years.
Xuehai En
Chief Investment Officer, Asset Allocation & Retirement Fund Investment at China International Fund Management (CIFM)Xuehai En is managing director and chief investment officer of asset allocation and retirement fund investment at CIFM (JPMAM’s joint venture in China). As chair of CIFM’s asset allocation committee, he has investment oversight and responsibilities of multiple investment and research teams.
Before joining CIFM, Mr. En worked at Fidelity Investments in Boston for 24 years. He was portfolio manager for multiple global multi asset class strategies and US equity funds, with $17B assets under management. All strategies were Morningstar 5-star and 4-star rated and ranked top 1% over the past 10 years. In his earlier career, Mr. En served as a portfolio manager and portfolio strategist for Fidelity’s Strategic Advisers. He developed and managed Fidelity’s industry leading 401K discretionary investment advisory program, Portfolio Advisory Service at Work (PAS-W). Prior to that, he led the development of fund research and evaluation platform for Fidelity’s retail wealth management division.
Mr. En received his Bachelor degree from Tsinghua University in Beijing, and his Master degree from Northeastern University in Boston. He also received an MBA from Bentley College. Mr. En is a CFA charter holder.
Shirley Yu
Senior Vice President, General Manager at Visa Greater ChinaShirley Yu is the Group General Manager for Visa Greater China. In this role, she is responsible for the full business operations, strategy development and management of Visa’s business in the Greater China region.
Shirley joined Visa from IBM where she was most recently General Manager of the Korean business. Prior to her role in Korea, she managed multiple senior roles across Asia Pacific, including 15 years with IBM Greater China. She has a strong background in enterprise consulting and large-scale services roles.
With more than 30 years of experience in leadership roles, Shirley’s diverse experience in major markets in Asia makes her uniquely suited to lead Visa’s long-term growth in China. She brings a deep understanding of the partnership ecosystem relevant to China and has well developed relationships with clients in the financial services sector.
During her career, she has also built a reputation for operational excellence and innovative strategic thinking. She was named Top 10 Women Professional Management leader in China in 2004, and the Person of the Year for IT Services in China in 2005.
Shirley graduated from the University of California, Los Angeles (UCLA) with Bachelor of Science in Mathematics Computer Science.
Roderick Peek
Managing Director, Head of Global Subsidiaries Group at Citibank (China) Co., Ltd.Roderick is a Managing Director and Head of Global Subsidiaries Group (“GSG”) for China. He is responsible for serving the financial needs of Citi’s Multinational clients operating in China.
Roderick joined Citi as a Management Associate in Amsterdam, the Netherlands in 2001 and relocated to London, United Kingdom in 2003 where he assumed various responsibilities across Risk and Corporate Banking. Between 2008 and 2013 Roderick was a senior industry banker covering Aviation clients in Europe, Middle East and Africa. In 2013 he moved to South
Africa as a senior corporate banker covering South African parented clients in the telecommunication, retail and industrial sectors as well as Head of Africa Aviation. He became the Head of Corporate Banking for South Africa in December 2015.
Roderick holds a Master Degree in Business Economics from the University of Groningen, The Netherlands.
Roderick is based in Shanghai, China. He is married and has 3 children.
Celine Zhang
Chief Executive Officer at MSH ChinaCeline is holding tremendous experience of health insurance market strategy and development in Asia. In the past 20 years, she firstly introduced international health insurance concept and experience to China, in combination of the specific local medical resource and system, established the first service platform of international health insurance; set up the first direct billing network with top-ranking local hospitals; launched the first certified international health insurance and Long Term Disability insurance approved by CBIRC (China Banking and Insurance Regulatory Commission); provided exclusive and excellent service to Fortune global 500 companies, local enterprises, and international schools.
MSH is the largest TPA(Third Party Administration) service provider of high-end health insurance in China, serving more than 50 insurance companies at home and abroad.
Jia Xu
Managing Director, Head of International Group, Investment Banking at CICCMr. Xu joined in CICC in 2006，and has about 15 years experience in investment banking business in China, HK and international markets. He is the member of the management team of Investment Banking Department, and the head of international business.
Mr. Xu has been actively participating in many transactions including the sectors of financial service, telecom, consumer and general industries, in China, Hong Kong and international markets. The total transaction volume that he was involved has exceeded $120 bn in ECM and $250 bn in DCM.
Mr. Xu’s past accomplished equity deal experiences mainly include: CICC’s ￥13.2 bn A share IPO(2020), PSBC’s ￥32.7 bn A share IPO(2019), China Zheshang Bank’s ￥12.6 bn A share IPO(2019), Chongqing Rural Commercial Bank’s ￥9.99 bn A share IPO(2019), China Citic Bank’s ￥40 bn convertible bond offering(2019), CICC’s 2.5 bn HKD H share placement(2019), Budweiser APAC’s $5.75 bn Hong Kong IPO(2019), China Tower’s $7.5 bn Hong Kong IPO(2019), Zhong‘an online’s $1.75 bn Hong Kong IPO (2017), China Everbright Bank’s 31bn HKD H-share placement(2017), Guangzhou Rural Bank’s $1.19 bn Hong Kong IPO(2017), China Cinda’s 6.1bn HKD H-share placement (2016), PSBC’s $7.6 bn Hong Kong IPO (2016), China Zheshang Bank’s $1.94 bn Hong Kong IPO (2016), PSBC’s $7 bn pre-IPO equity financing (2015), CICC’s $930 million Hong Kong IPO (2015), China CITIC Bank’s ￥12 bn A-share non-public offering (2015), CSIC’s ￥8 bn convertible bond offering, Argricultral Bank of China’s ￥$22.1 bn A+H-share IPO (2010), China Minsheng Bank’s $4 bn Hong Kong IPO (2009), ICBC’s $21.9 bn A+H-share IPO (2006).
Mr.Xu has also rich experiences in terms of fixed income financing as well as mergers and acquisitions.
Mr. Xu graduated from Shanghai Jiao Tong University with a Master’s degree of management science. Mr. Xu is a registered A share Sponsor Representative in the PRC market as well as the registered Sponsor Principal of Hong Kong.
Kevin F. Bogardus
Country President at Chubb Insurance CompanyKevin has been working in Asia for nearly 28 years and in the insurance industry for the past 27.
As part of an exchange program between the USA and China, Kevin taught at Foreign Affairs College in Beijing from 1993-1994.
He began his insurance career 27 years ago when he joined Winterthur Insurance in China, establishing offices for the company in Beijing, Tianjin, Shanghai, Guangzhou and Ningbo and ultimately securing the first operating license for a European insurance company in China.
In 1996, he joined Greig Fester (Benfield/AON Benfield) reinsurance brokers in Singapore, primarily in charge of China, Hong Kong and Taiwan but also overseeing South Korea and Thailand. During his 13 years at (AON)Benfield he established representative offices in Shanghai and Beijing, a branch in Taipei and finally a subsidiary in Shanghai, China.
In 2005, he returned to China as AON Benfield’s CEO for Taiwan and Managing Director for HK and China.
In 2009, he joined ACE (now Chubb) to take up the position of ACE Chief Advisor to Huatai. He served as a director on the board of Huatai P&C.
In 2015, Kevin established the first direct insurance underwriting division at Lloyd’s China -- ACE Division at Lloyd’s China.
Following ACE’s acquisition of Chubb in 2016, he took up the position of Country President for Chubb China, with offices in Shanghai, Beijing, Jiangsu and Guandong. He is Deputy Chairman of the Board for Chubb China and also serves on the board of Chubb Hong Kong.
In 2019, Kevin was elected as Vice Chairman of the Beijing Foreign Investment Association and Vice Chairman of the Shanghai Association of Foreign Investment and Secretary General of Shanghai Lu Jia Zui Yangtze Delta Integration Insurance Innovation R&D Center by Lujiazui Financial City. He also serves as a founding member of the Shanghai Global Reinsurance Committte, a think tank of the Shanghai municipal government, aimed at building Shanghai into a Global Financial Center. In 2019, he also initiated the first Insurance R&D Center for Belt and Road Initiative in Chengdu. In recognition of his contributions to the finanical sector, Kevin received the Silver Magnolia Award from the Shanghai municipal government in 2019.
He is a graduate of Tufts University in Boston Massachusetts with a double major in International Relations and Asian Studies, which included the study of Mandarin Chinese.
Theodore Niggli
MD & Head of the MSCI Index Products, APAC at MSCIAs Head of the MSCI Index Products in Asia Pacific, Theodore (Ted) Niggli is responsible for developing the business strategy, driving the product and commercial development and orchestrating client facing and research activities in the region. Ted has been with MSCI since 2000, starting in New York, then transferring to London in 2001, before moving to Shanghai in 2012.
Prior to joining MSCI in 2000, Ted worked for Procter & Gamble for more than 12 years occupying a variety of roles, most recently as Marketing Director in Brazil. Ted started his P&G career in Switzerland, and then moved to Poland, Belgium and finally Brazil.
Ted earned his MBA from Dartmouth College (Amos Tuck) and a University Degree in Management from Université Paris- Dauphine in France.
Jim Zhang, CFA
Managing Director, COO & CTO of BlackRockMr. Zhang is supporting BlackRock to set up and expand business in China. He is responsible for oversight of the daily operations, project execution, internal control and managing relationship with key stakeholders in China.
Mr. Zhang joined BlackRock as China COO in Feb. 2016 from UBS, where he served as COO in UBS Investment Banking in Beijing. Prior to that, he spent five years in various leadership roles at Fortune CLSA Securities, including Deputy GM, COO, CFO and Board Secretary. Mr. Zhang led the entire process of setting up and growing the Brokerage and Investment Advisory business from scratch. Before that, he helped Manulife Global Investment acquired 49% stake from ABM AMRO TEDA and entered China asset management market. Mr. Zhang also spent three years with CIBC in Toronto and seven years with SYWG / Shanghai International Securities dating back to 1994.
A CFA charter holder, Mr. Zhang earned Bachelor and Master of Economics degrees from the Dongbei University of Finance & Economics, as well as a MBA Degree from Rotman School of Management in University of Toronto. He is a member of the Dean’s International Advisory Board, Rotman School of Management.
Walter Liu
Chief Executive Officer at American ExpressWalter Liu is the Chief Executive Officer of Express (Hangzhou) Technology Services Co., Ltd.; a joint-venture formed between American Express and LianLian with the purpose of operating a domestic network business in mainland China.
In his role, Mr. Liu is responsible for leading the business, and crafting the commercial strategies necessary for the joint-venture to operate successfully.
Mr. Liu is a seasoned risk management veteran with 18 years of experience at American Express where he has managed partner, consumer and commercial payments risk management in markets around the world.
Prior to his current role, Mr. Liu was Chief Risk Officer, Asia Region and International Commercial Payments of American Express based in Hong Kong. Walter oversaw and developed the end-to-end risk management strategy, network and data capabilities across Asia and across all markets for commercial payments outside of the United States. In his past 12 years in Asia, he had built a strong risk management team and led the partnerships with FinTech start-ups, credit bureaus and bank partners to drive business growth in the region.
Mr. Liu holds both Bachelor and Master’s degrees in engineering, as well as a Master of Business Administration from the University of Michigan in the United States.
Eric Zheng
Chairman at Heng An Standard LifeEric Zheng is Chairman of Heng An Standard Life Insurance Company (HASL), a joint venture of Standard Life Aberdeen (SLA) in China. SLA is a leading asset management and life insurance company headquartered in the UK. With 10 provincial branches in China, HASL has achieved significant, profitable growth in recent years. It is the only foreign-invested insurance company in China with a pension insurance subsidiary in mainland China and a life insurance subsidiary in Hong Kong.
Eric is former Chairman of the American Chamber of Commerce in Shanghai. With over 3,000 members, AmCham Shanghai is the largest American chamber of commerce in Asia Pacific. Under his leadership, AmCham Shanghai played an active role in promoting mutually beneficial US-China trade relations and in supporting US businesses with their growth in China.
Eric had a long, successful tenure with AIG, including serving as President & CEO of AIG China. He played a leading role in establishing AIG’s insurance subsidiary in China and in growing it into one of the most profitable general insurance companies in the country. Prior to AIG, Eric served as the Principal Commercial Officer at the U.S. Consulate General in Guangzhou. As the most senior representative of the US Commerce Department in South China, Eric was responsible for assisting American companies in doing business in the country. Before working for the U.S. Department of Commerce, Eric was a management consultant with PwC in the U.S. He had increasing levels of responsibility including managing the China Desk, a consulting service that advised multinational companies on doing business in China.
Eric has been active in a number of non-profit and charity organizations. He is a member of The Committee of 100, a U.S. organization of prominent Chinese Americans committed to promoting constructive relations between the U.S. and China. He also serves as Greater China Regional Chair of The Committee of 100. Eric has been honored by the Shanghai municipal government with the prestigious Magnolia Gold Award and Magnolia Silver Award for his significant contributions to Shanghai.
Michael Sung
Associate Professor at Fanhai International School of Finance at Fudan University, Founder & Chairman at CarbonBlue InnovationsProf. Michael Sung is currently an associate professor of finance at the Fanhai International School of Finance at Fudan University. Prof. Sung is a technology venture builder and investor, having founded various companies over the years in diverse high-tech industries ranging from AI, blockchain, semiconductor, and new materials industries. Prof. Sung is founder and Chairman of
CarbonBlue Innovations, a cross-border tech-transfer and venture building platform that is focused on rapidly commercializing and scaling internationally-sourced blockchain, fintech, and digital finance innovation to developing countries.
Prof. Sung is also the founding co-director of the Fudan Fanhai Fintech Research Center at the Fanhai International School of Finance at Fudan University. His applied research includes digital
finance, fintech policy & regulation, AI and Blockchain innovation, digital asset investment banking, asset-backed securitization, tokenomics systems, digital economy business model innovation, and cryptoeconomics. In addition, Prof. Sung is faculty at the Chinese Institute of Economics and Finance, a national-level think tank focused on thought leadership for finance innovation and fintech policy and best practices. He is also faculty at HK University of Science and Technology, where he teaches executive and overseas MBA/EMBA groups on high-tech entrepreneurship, innovation thinking, business model innovation, commercialization scaling, and doing business in China.
Prof. Sung serves as a member of the CBDC Committee for the
World Digital Economy Council, China Digital Finance Advisory Group for the United Nations Task Force on Digital Financing of the Sustainable Development Goals, Global Blockchain Business Council, and is also working with the UN Economic and Social Commission for Asia Pacific on various digital finance and digital economy initiatives.
Prof. Sung received his Ph.D. in EECS at the MIT Media lab/Computer Science and Artificial Intelligence Laboratory as well as a graduate financial engineering degree from MIT Sloan Business School.
David Messenger
CEO of LianLian GlobalDavid Messenger is CEO of Hangzhou-based LianLian Global, part of the LianLian Group. LianLian Global helps merchants around the world successfully grow their cross-border eCommerce businesses. LianLian Global strengthens the growth of 200k+ merchants across the globe through its platform, which provides payments, financing, and other services, including logistics, marketing, and compliance services.
A veteran of scaling and transforming organizations during disruptive industry transitions, he previously founded Nuna Network and Mast Mobile (both acquired) and held senior roles at American Express, Virgin Mobile, Towers Watson, and Price Waterhouse.
Henry Wang
President of China Operations at IPweHenry Zhitao Wang is president of China Operations at IPwe. Previously, Henry was CEO of Global IP Strategies. Prior to that, he was vice president of Dextrys, Inc., a leading IT solution provider headquartered in Boston, USA.
Henry is a seasoned tech entrepreneur and has co-founded and managed & operated over 7 companies, most of which have received national recognition and substantial fundraising from top VC and Angel Investor firms. Henry’s management experience is informed by over 15 years of business and technology experience in the areas of IP monetization, data-driven localization, technology service outsourcing, and linguistics-focused education training. Skilled at strategic thinking and cultural interpersonal skills, Henry has worked and consulted for large U.S. and European tech companies based in China and leveraged his knowledge of the Chinese market to analyze IP asset portfolios, managing competitive intelligence programs, and supporting IP business development and sales.
Strategically associated with the Chinese financial communities, universities, thinktanks, and government & regulatory bodies, Henry is frequently sought after as an advisor to foreign investors and entities looking to enter the Chinese market, providing valuable insight, connections, and opportunities.
James Chou
Managing Director & CEO of Microsoft for StartupsJames Chou is the Managing Director and CEO of Microsoft for Startups North Asia, Chair of Technology and Innovation Committee of American Chamber of Commerce Shanghai. Within Microsoft, he leads the effort to scale-up some of the best and most innovative startups in China, Japan and Korea by providing them unprecedented access to top Microsoft partners and customers and venture capitalists. The total valuation of Microsoft for Startups portfolio has exceeded $30 Billion. He is a frequent speaker on corporate open innovation and China startups, also an advisor to several VC funds, a mentor to several leading Fortune 500 companies’ corporate accelerators in China. He has over 20 years experiences in TMT space in China and Silicon Valley, US. Before Microsoft, he was a serial entrepreneur and served senior management positions at UTStarcom, Hewlett Packard and NEC.
Han Lin
Strategic Advisor at IPweHan is a China strategic advisor and investor of IPwe, the World’s First Global Patent Market platform that leverages blockchain technology and A.I to identify, research, and transact in patents.
Prior to IPwe, Han Lin was a Senior VP, and Deputy General Manager of Wells Fargo Bank, China. In this capacity, Han helped to lead the bank’s China governance, and oversaw Wells Fargo’s China corporate and commercial banking client coverage, strategy, and business development.
Han graduated from the University of Michigan Ross Business School (B.B.A). He later completed a Master of International Studies at the Johns Hopkins School of Advanced
International Studies (SAIS), a Master of Science in Global Finance at the joint HKUST-NYU Stern program, and a Master of Chinese Commercial Law at Fudan University Law School.
Han serves on the American Chamber of Commerce (Shanghai) Board of Governors, and previously served as Chair of its Financial Services Committee. He lives in Shanghai with his wife
and two daughters.
Tim Yip
Head of Debt Capital Markets at HSBC ChinaTim Yip is currently the Head of Debt Capital Markets at HSBC Bank (China) Company Limited. Prior to this, he was Head of Cross Border RMB Bonds as a member of the HSBC Hong Kong, China Debt Capital Markets team, of which he has been instrumental in numerous landmark offshore RMB, onshore RMB, US$ and local currencies transactions. Mr Yip has a wide range of experience across different markets (including the onshore Interbank and Exchange Markets), products and currencies spanning the capital structure and previously worked in New York, London and Hong Kong, China. He holds a BSc Economics degree from the London School of Economics.
Tim Huang
Head of China Corporate Bank at JPMorgan Chase BankTimothy Huang is Managing Director and Head of China Corporate Bank of JPMorgan Chase Bank (China). Mr. Huang is responsible for overall China banking strategy, developing key clients and driving the business growth.
Mr. Huang brings over 20 years of industry experience, Prior to J.P. Morgan, Mr. Huang joined the BAML US head office in 2003, he was Co- Head of China Corporate Banking & head of China Corporate Banking Subsidiaries and he was also Branch President of BANA Shanghai, with responsibilities of the overall performance of corporate banking business from strategy to execution, senior client coverage; his Portfolio includes large Chinese corporations, financial institutions and global multi- national clients in China. He is also responsible for internal governance and government relations.
Mr. Huang earned a BS from Fudan University and MBA from Arizona State University.
Mr. Huang was Board Supervisor for CCB leasing and Board of Governor for AmCham Shanghai.
Chris Pu
General Partner, Head of China at Telstra VenturesChris joined Telstra Ventures in 2015 to lead its investments in China, also played a key role during the spin-off from Telstra in 2018. Chris brings more than 20 years of experience in direct investment and business development with on-the-ground investment practices in China, East Asia, Southeast Asia, India, and the United States. Most recently, Chris worked at Intel Capital Silicon Valley office and Beijing office, overseeing the investments in mobile internet, communications and enterprise software & services in China and Asia. Prior to that, he started his venture capital career by co-founding a venture fund based in Silicon Valley. Chris has a significant investment track record in Asia and the US including various successful exits in acquisitions and IPOs in different markets. Earlier in the career, he managed the business development activities as the top performer five years in a row for Hewlett-Packard Asia Pacific.
Chris holds an MBA from the Wharton School of Business, and a MS in Control Engineering from the University of Wisconsin-Madison.
William Hui
Head of Institutional Business at Neuberger Berman Investment ManagementWilliam Hui, Senior Vice President, is based in Shanghai and is the Head of China Institutional Business at Neuberger Berman. William joined the firm in 2017 and is responsible for the business development and providing solutions to Chinese sovereign and institutional investors across all asset classes. Prior to joining Neuberger, William was heading the China team at Deutsche Asset Management from 2014 to 2017, responsible for the business strategy, distribution, and management of Deutsche’s institutional and retail business. And before that, William spent nearly 8 years in various sales functions within J.P. Morgan Asset Management dedicated to the China Market. William has been providing investment solutions to Chinese sovereign wealth funds, central banks, national pensions, insurance companies, banks, asset managers, corporates and foundations during his previous years of experiences. Prior to joining the asset management industry, he worked in Citibank. William obtained double degrees from University of Washington, Seattle, BBA in Finance; BA in Economics and minor in Mathematics.
Richard Turrin
Author of "Cashless - China’s Digital Currency Revolution"Rich Turrin is the international best-selling author of “Innovation Lab Excellence: Digital Transformation from Within” and an award-winning executive with more than 20 years of experience in fintech innovation. His next book is “Cashless - China’s Digital Currency Revolution,” which is due out in the fall of 2020.
Rich spent the past decade in Shanghai, where he experienced China going “cashless” first hand. This and his lifelong love of finance provided the inspiration for his forthcoming book, “Cashless.” He now focuses on writing and helping Western companies navigate China’s fast-paced tech marketplace.
He previously headed fintech for IBM Cognitive Studios Singapore (IBM’s Innovation Lab) and headed IBM China’s financial risk team. He led his China team to win the prestigious “Risk Technology Product of the Year” award for his unique hybrid-cloud solution to calculating risk in China’s heavily regulated financial space.
Before joining IBM, Rich was a banker for almost 20 years and a serial innovator throughout his career. Innovating and designing new fixed-income products, he saw firsthand how technology, finance, and regulation all come together to impact innovation. He focuses on thinking “out of the box” and uses his rich finance and technology experience to make fintech and its impact tangible for his clients and readers.
Learn more: RichTurrin.com
Michael Zhang
Managing Partner at Softbank China Venture CapitalMichael Zhang has 30 years of extended experience in investing and managing industrial and high tech business cross continents. He has proven track record in growing diversified industrial business with P&L responsibilities and experienced in investment, M&A and business consolidation.
Now with SBCVC as managing partner mainly responsible for the investment and portfolio management of Industrial sector . Before joining SBCVC as managing partner, H e was the Asia Pacific President of Dover Corporation (Symbol DOV, US public company) based in Shanghai. Michael joined Dover Corporation and established its China headquarter in 2009. He has been leading Dover’s acquisition and investment team in the reg ion, closed multiple deals. Under his leadership, Dover’s business has shown strong growth both in size, profitability, talent bench, brand recognition and employee confidence.
Before Joining Dover, he has worked for ABB since 1996, served as ABB China VP, ABB Singapore VP, and global head of ABB control product’s channel business based out in ABB US.
Serves as current president of Shanghai Pudong Foreign Investment Enterprise Association.
Ken Chen
General Manager and Head of Global Markets of UBS Securities at UBS Securities, ChinaKen has more than 20 years of investment banking experience and has worked for UBS for 9 years. Prior to re-joining UBS in 2017, Ken was Asia Pacific Head of Research for BNP Paribas. Ken has a Juris Doctor degree from Columbia Law.
Linmao Li
Chief Executive Officer and General Manager at Lloyd's ChinaAs CEO and General Manager of Lloyd’s China, Linmao has extensive industry experience in London and Asia Pacific, spanning over underwriting, management and investment in the global market.
Having started his insurance and reinsurance career as an underwriter at Lloyd’s in London, and gained experience and expertise in underwriting and managing risks on specialty classes of business with international portfolios, he relocated to Asia Pacific to help the largest Lloyd’s syndicate at the time to develop in the APAC region, with responsibilities covering underwriting, management, investment and strategy. He assumed a number roles, including Director of Underwriting, Head of China and Head of Greater China of Catlin Group, then XL Catlin, as well as a member of the APAC Executive Committee covering the regional network of offices.
During his previous time with Lloyd’s and Catlin, he built from ground up an underwriting and management team which consistently delivered the best results, both top and bottom line, outperformed all the other syndicates in Greater China between 2007 and 2017.
He then moved to one of the most active Chinese conglomerates for insurance and reinsurance related M&As in the global market, as well as post-acquisition management and portfolio optimization, before returning to Lloyd’s to undertake the role of CEO and GM in China.
Linmao is a Chartered Insurer and holds an MSc Insurance & Risk Management from City University and an EMBA from London Business School.
Steven Nelson
Founder and President of Element Asia Capital20 years of investment banking experience with 10 years of merger and acquisition and capital raising experience in China.
Completed M&A transactions primarily within the industrial, consumer, and healthcare industries.
Provided M&A advisory services to Fortune 500 companies such as 3M and Honeywell and Chinese companies such as Fosun and Shaanxi Coal and Chemical.
Brinton M. Scott
Managing Partner at Winston & Strawn LLPBrinton Scott, managing partner in Winston & Strawn LLP’s Shanghai office, has worked in China for more than two decades. Before joining Winston, he was the managing partner of the Shanghai office of a UK-based law firm, where he also headed the firm’s China practice. Brinton is Chairman of the Legal Committee of The American Chamber of Commerce in Shanghai. He is responsible for promoting the development of the PRC’s legal systems and addressing any legislation and regulatory changes that may affect trade, commerce, industry, finance, or services in Shanghai and the PRC.
Brinton has extensive experience in advising Fortune 500 and large private multinational corporations in various matters including: foreign direct investment; mergers and acquisitions (including merger controls); reorganizations; joint ventures; investigations (fraud, corruption, and Foreign Corrupt Practices Act); construction (Greenfield); employment; intellectual property; and technology and licensing. He has advised clients across a broad array of industry sectors including: aerospace; automotive; chemical; construction; financial services; food and beverage; insurance; medical device; pharmaceutical; publishing; media and entertainment; real estate; and retail.
Brinton has been ranked as a “Leading Lawyer” in Corporate/M&A and Insurance (non-contentious) in China by Chambers Asia-Pacific as well as other leading legal publications globally, including the Best Lawyers™ which named Brinton a “Best Lawyer in China” in Corporate Law (International Firms), in its inaugural edition in 2020.