Speakers  
   
Chin Ping Chia  谢征傧
Head of Asia Equity Research
MSCI Inc

Mr. Chia is Executive Director and Head of Asia Research at MSCI Inc. Based in Hong Kong, Mr. Chia oversees the firm’s index research, applied research and ESG research operations in Asia. Mr. Chia is a key member of the MSCI Equity Index Committee responsible for editorial decisions related to MSCI indices and also sits on the MSCI New Product Development Committee. Mr. Chia is a regular speaker at industry events on topics related to asset allocation, portfolio construction and investment risk management. Before joining MSCI, Mr. Chia was a buy-side analyst at HSBC Asset Management and held Director level position at the Ministry of Trade & Industry Singapore. He holds a Bachelor of Arts (Hons) in Economics from the National University of Singapore and is a CFA Charter holder.

   
   
Alan Dean
汇丰环球银行及资本市场 跨资产金融信息交换连接部环球主管
Global Head of Cross Asset FIX Connectivity, Global Banking and Markets, HSBC

Alan Dean, Global Head of Cross Asset FIX, is responsible for developing the global cross asset financial information exchange connectivity value proposition for HSBC. His team provides development and maintenance of the FIX environment and customer on-boarding including customer support services, enabling HSBC’s customers to trade equities, futures or FX online across the FIX gateways in the US, Europe and Asia-Pacific.

Alan spent 20 years in information technology in the markets arena, before transferring into the business area in 2007. Prior to joining HSBC in 2005, Alan was Chief Technology Officer of E-Crossnet, where he created an online multi-broker trading environment that enabled straight through processing for customers orders or executions and FIX enabling the buy-side equities matching environment for the firm.

Alan Dean 是跨资产金融信息交换连接部环球主管,负责为汇丰发展环球跨资产金融信息交换(FIX)连接的价值主张。他的团队发展和维护FIX环境和客户启用程序(包括客户支持服务),协助汇丰客户通过在美国、欧洲和亚太区的FIX闸道进行股票、期货和外汇线上交易。

Alan于2007年调职至业务部门前,在市场领域的信息技术方面已累积达20年经验。在2005年加入汇丰前,Alan是E-Crossnet的首席技术官,为E-Crossnet建立网上多方经纪交易环境,以直通交易处理模式处理或执行客户指令和金融信息交换,为公司实现买方股票对盘环境。

   
   
Jack He
CTO
BNY Mellon Western Fund Mgmt. Co.

Jack He joined BNY Mellon Western FMC in April 2009. Previously Jack has worked in the U.S. for PA Consulting, Johnson & Johnson, Maples Securities and Hess Energy Trading in a variety of IT-related roles, ranging from software development, IT consulting, IT architecture design and risk management technologies. His areas of expertise include Geographic Information Systems, System Dynamics, database design and risk/trading infrastructure. Jack received his undergraduate degree from Beijing Univ. and his master’s degree from M.I.T.

   
   
George Jia  贾策
Omgeo上海代表处, 首席代表, 中国区经理
Chief Representative & China Business Manager, Shanghai Representative Office, Omgeo

George Jia serves as China Business Manager for Omgeo. Mr. Jia is responsible for managing Omgeo’s China business, with a focus on Sales, Relationship Management and Industry Relations. He has been with Omgeo since April 2009.

Mr. Jia came to Omgeo from Thomson Reuters, where he headed China Expert Network business unit, focusing on providing primary research to hedge fund industry. Prior to moving to financial services industry, he spent nine years in the semiconductor industry working for Future Electronics, the world third largest semiconductor distributor. He held various positions in both their worldwide headquarters, Montreal and Shanghai. One of it was the Regional Manager for Central China managing the business with annual revenue over 80 million USD.

Mr. Jia holds a Masters Degree in Business Administration from Concordia University, Montreal, Canada.

贾策现担任Omgeo中国区经理职务,主要负责Omgeo在中国地区的销售、客户关系以及行业关系工作。他于2009年4月加入Omgeo。

贾策的上一份工作就职于汤森路透。他曾担任汤森路透中国专家团的负责人,主要负责开展为对冲基金行业提供直接调研的业务。在转入金融服务行业之前,他在电子元器件行业工作了9年,就职于富昌电子,全球第三大电子元器件分销商。贾策先后就职于富昌电子加拿大全球总部和上海办事处,曾担任中国华东区经理职务,负责管理每年超过8千万美金的业务。

贾策取得了位于加拿大蒙特利尔的Concordia大学的工商管理硕士学位。

   
   
Edward Mangles
Regional Director, Asia Pacific, FIX Protocol Ltd and
Director, FIXGlobal

Mr. Edward Mangles is the founder and Publisher of FIXGlobal, the official publication of the FIX Protocol. He has a long history within the financial technology sector and has worked closely with FPL for a number of years. He has supported the organisation’s Asia Pacific committee for the past 9 years, playing a key role in promoting FIX adoption across the region. He has also worked for leading financial publishing and marketing firms in both London and Hong Kong. In March 09 Mr. Edward Mangles was appointed FPL Asia Pacific Regional Director.

   
   
Punit Mittal
Global Head of Electronic Trading
Daiwa Securities Capital Markets

Punit Mittal heads the Global Electronic Trading group at Daiwa Securities Capital Markets Co. Ltd. and is responsible for DMA, Algorithmic Trading, Liquidity Management and Trade Cost Analysis for Equities and Derivatives business on global markets.

Previously he was Head of Execution Products at BNP Paribas and Barclays Global Investors in Tokyo. Mr. Mittal has earned Bachelors in Commerce and Economics from Mumbai University, India and Masters of Applied Finance from Macquarie University, Australia.

   
   
Edmond Ng
Head of Global Custody, China
HSBC Securities Services

Edmond Ng is Head of Global Custody, China, HSBC Securities Services and is based in Beijing. The role is a new position and will act as the senior point-contact for all global custody and related product delivery matters for global custodian mandates originating from China domiciled clients, specifically mandates from Sovereign Wealth Funds and QDII clients. The immediate responsibility is to provide local support for current mandates awarded to HSS. The role will have responsibility for ensuring that client expectations are met on an ongoing basis and will report locally into Head of HSS China and functionally into Head of Global Custody.

Edmond was Head of Custody Services, Global Custody Europe from Oct 2007 to Oct 2009. Prior to the posting in London, he was Head of Custody and Treasury Services, Asia based in Hong Kong for a number of years after taking up department head positions in Compliance and Controls, and Operations since his arrival at HSBC Securities Services in 1997. Prior to HSBC, Edmond had another twelve years of experience working in two large international audit firms, and also taking up senior positions in Financial Control and Fund Administration in a Bermuda based bank in the UK, Bermuda and Hong Kong.

Edmond holds a Bachelor of Science in Business Administration from the University of Bath, UK. He is also a Fellow of the Institute of Chartered Accountants of England and Wales as well as the Hong Kong Institute of Certified Public Accountants.

2009年至今,吴国鸿先生被任命全球托管中国区汇丰证券服务部负责人。作为全球保管和全球托管人的中国固定客户主要联系人,针对QDII和中国的开户客户特别要求提供的高级产品以及相关事宜的负责人。于2007年至2009年, 吴先生任命香港上海汇丰银行欧洲区全球托管托管业务主管,主要负责英国的托管与银行服务团队,这些团队主要负责向欧美客户提供全球托管服务。于2001年至2007年就任香港上海汇丰银行亚太区托管与银行服务总监。1997年,吴先生被任命为合规和控制部门负责人,业务主管。此前于汇丰银行,吴先生先后在大型国际会计师事务所有12年工作经验。1995年至1997年,吴先生任职于Butterfild信托公司(香港)任基金服务部担任总监职位,主要负责各项基金管理事项。吴先生持有巴斯大学工商管理学,英国学士学位。同时他也是在英格兰、威尔士以及香港会计师公会会计师特许会计师以及公会资深会员。

   
   

Jerry Xie 谢伟玉
Experienced QDII Trader

Jerry is an experienced trader responsible for A-share, QDII, FX trading, including the first oversea index fund. He is proficient in the QDII process and Algo trading.

Jerry received his MSc Economics (Finance) in University of Edinburgh.

谢伟玉先生拥有三年国内外交易经验,包括首只海外指数基金 - 国泰纳斯达克100指数基金的交易,熟悉QDII流程。爱丁堡大学经济学(金融)硕士。

   
   
Yang TieCheng  杨铁成
高伟绅律师事务所合伙人
Partner, Clifford Chance

Yang TieCheng is a partner of Clifford Chance and is based in Beijing, heading the firm's China financial services regulatory practice. He was qualified as a PRC lawyer in 1994. As a native Mandarin speaker, TieCheng is fluent and is able to work in English.

Prior to becoming a professional lawyer, TieCheng spent over four years in a non-banking financial institution (Beijing International Trust and Investment Corporation) and worked as a credit officer and an in-house counsel in its International Finance Department. Over 16 years' experience in the PRC legal market, TieCheng specialises in various finance areas in the PRC, focusing on innovative financial products and structures. He has extensive experience in new financial areas, including financial derivatives, equity and commodity derivatives, securitisations, wealth management products, trust, Qualified Foreign Institutional Investors (QFIIs), Qualified Domestic Institutional Investors (QDIIs), RMB PE funds, RMB QFII, etc.

杨铁成先生是高伟绅律师事务所的合伙人,在高伟绅律师事务所北京办公室工作,负责所里的中国金融服务监管业务。1994年成为中华人民共和国执业律师。杨铁成的母语为中文,但其英文流利,可以以英文为工作语言。

成为律师之前,杨铁成在一家非银行金融机构(北京国际信托投资公司)工作了四年多的时间,担任该公司国际金融部信贷员和内部律师。以其16年多在中国法律市场的经验,杨铁成尤其擅长从事金融领域的各项业务,致力于创新性的金融产品和结构。他在新兴金融领域方面有着丰富的经验,包括金融衍生品、股权和商品衍生交易、资产证券化交易、理财产品、信托、合格境外机构投资者(QFIIs) 、合格境内机构投资者(QDIIs)、人民币私募基金、人民币QFII等。

   
   
Sam Young  沈扬
FX168财经集团旗下瑞财QDII研究中心主管
Head of 2RICH QDII Research, FX168 Group

Sam Young is head of 2RICH QDII Research, a subsidiary of FX168 Group. He has rich experience in QDII and global market research. He helps to create the first third-party QDII research business in mainland China.

沈扬,现担任FX168财经集团旗下瑞财QDII研究中心主管之职,他具有多年的QDII产品以及海外市场投资研究经验。他帮助FX168财经集团创立了国内首个第三方QDII理财研究业务团队。

   
   
Hua Zhang
Analyst - Banking, Securities & Investments
Celent

Hua Zhang is an analyst in Celent's Asian Financial Services Group and is based in Beijing. His financial services experience includes both the banking and securities sectors in China.

Prior to joining Celent, he worked at Lenovo, where he was project manager for an SAP financial solution. Prior to that, He joined Microsoft as a presales engineer. He has also worked on designing solution sets for workflow, data integration, financial and cost control solutions, and knowledge management.

Mr. Zhang’s commentary on the financial services industry has appeared in numerous publications, including South China Morning Post, China Daily, Securities Industry News, Waters magazine, Asian Banker, Asian Investor, and American Banker.

He received his B.A. from Wuhan University and his master's in software engineering from Tsinghua University. He is fluent in Chinese and English.