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Jonathan BATTEN
Distinguished Professor of Finance
Monash University

   • Distinguished Professor of Finance, Monash University; July 2013 - present.
   • Adjunct Professor, Department of Finance, Hong Kong University of Science & Technology; August 2006 - June 2013.
   • External Research Associate, Institute for International Integration Studies (IIIS); Trinity College, Dublin; March 2005 - present.
   • Professor of Management, Graduate School of Management; Macquarie Graduate School of Management; August 2004 - 2009.
   • Visiting Professor of Finance, Seoul National University, Korea; August 2002 - August 2005.
   • Honorary Professor of Arts, Deakin University, Melbourne; November 2002 - 2007.
   • Professor of Finance, Deakin University, Melbourne; March 2000 - August 2002.
   • Senior Research Fellow, Nanyang Technological University Singapore; January 1999 to March 2000.
   • Senior Lecturer in Finance, University of Western Sydney; 1997-1999, 1990-1995.

   • External consultant to the Asian Development Bank; 2000-present.
   • Ad hoc consultant to American Express Bank and Reuters Asia; 1997-2003.
   • Senior Consultant, Asia-Pacific Banking and Finance Group, IBM Consulting Group (Singapore); 1995-1996.
   • Senior Dealer/Manager Treasury, Credit Lyonnais; 1986-1990.
   • Senior Dealer Foreign Exchange, Bank of Tokyo; 1985-1986.
   • Senior Funds Management Executive, Australian Industry Development Corporation; 1984-1985.
   • Economic Research Officer and Assistant Foreign Exchange Dealer, State Bank of New South Wales, Sydney; 1982-1984.

Editorial Duties
   • Editor: Emerging Markets
   • Co-editor: International Review of Financial
   • Associate Editor: Journal of Banking & Finance
   • Associate Editor: Journal of the Asia Pacific Economy
   • Associate Editor: Research in International Business and Finance

Regional Manager, Global Securities Financing, North Asia
Clearstream Banking

Based in Singapore, Davin is responsible for securities financing and collateral management business for Clearstream Banking covering the North Asian region, including managing a securities lending desk.

Davin has 18 years of banking experience especially in securities financing, collateral management and derivatives clearing space.

He was a founding member of the Pan Asia Securities Lending Associations (“PASLA”) during his employ with MeesPierson/Fortis Bank in Hong Kong.

At MeesPierson/Fortis, he was a Director, Head of Asian securities lending and arbitrage trading and was instrumental in building up a derivatives clearing business.

Before that, he was a Senior Business Analyst with the Hong Kong Securities Clearing Company (HKEx) and a Manager with Citibank in the global custody division.

DANG Hue 邓芳慧
Head of Asia of the Association of Certified Anti-Money Laundering Specialists (“ACAMS”)
亚太区执行长, 国际公认反洗钱师协会(ACAMS)

Hue Dang is the Head of Asia of the Association of Certified Anti-Money Laundering Specialists (“ACAMS”) based in Hong Kong. ACAMS is an association of professionals in the Anti-Money Laundering /Counter-Terrorist Financing field based in Miami, FL. The mission of ACAMS is to improve the skills and career advancement of AML/CFT professionals through training and certification and promote sound AML practices and procedures by building relationships with Asian regulators, law enforcement agencies, and financial institutions. ACAMS' CAMS® certification is the most widely recognized AML certification among compliance professionals worldwide.

Ms. Dang has more than 17 years experience in banking and finance. She was previously a Bank Examiner at the Federal Reserve Bank of Boston, Manager with Barclays Capital’s Investment Banking Division in Singapore, Director for Business Development at Citibank’s Global Consumer Banking Group in Singapore and Director of Business Development, Asia/Pacific, for Thomson Financial in Hong Kong. Ms. Dang holds educational degrees from the US, with a Bachelor of Arts Degree with honors from Amherst College and a Master in Public Policy from Harvard University’s John F. Kennedy School of Government. In addition to English, she is fluent in French, Vietnamese, and Cantonese Chinese.


邓芳慧女士在金融业有超过十七年的经验,曾担波士顿美国联邦银行(Federal Reserve Bank)审查官、新加坡巴克莱资本投资银行(Barclays Capital’s Investment Banking)经理、新加坡花旗全球消费者银行(Citibank’s Global Consumer Banking Group)业务发展总裁和香港汤姆森金融公司(Thomson Financial)亚太区业务发展总裁。邓女士在美国安默斯特学院(Amherst College) 荣誉文学士学位毕业,并于美国哈佛大学约翰.肯尼迪政府学院公共政策碍士毕业􀇄此外,邓女士精通英语、法语、越南语和广东话。

Deputy Chief Executive, Head of Markets & Initiatives, Asia Pacific

Patrick de Courcy is the Deputy Chief Executive and head of the Markets & Initiatives team in the Asia Pacific region. He is responsible for driving the execution of SWIFT’s strategic and business development initiatives in Asia, as well as representing the region on SWIFT’s global Commercial Steering Committee.  His team defines the regional product and market strategies for payments, trade, securities and treasury and provides product and market expertise to customers, public authorities and industry groups.

Previously, Patrick was SWIFT Regional Director for France.  Patrick joined SWIFT in 1991 and has held a number of positions in Finance, Product Management, Marketing and Sales. Amongst his responsibilities, Patrick managed SWIFT's offering in the payments markets, SWIFT's SEPA programme and SWIFT's CLS offering.

Patrick is based in Hong Kong, is a British national, and is a graduate of the Solvay Business School in Brussels.

Head of Payments & Trade Markets, Asia Pacific

Franck is SWIFT's Head of South Asia, responsible for the key customers and market infrastructures in the sub-region. Prior to taking up this position in 2010, he was the Head of South-East Asia looking after all commercial activities in the sub-region. Previously, Franck has been also responsible for SWIFT’s corporate programme in Asia Pacific, supporting central and regional treasury functions to implement payment or cash management solutions on SWIFT.

He joined SWIFT France in 1999, where he was in charge of the business relationships with complex accounts, with a prime area of expertise in treasury and payment banking business solutions.

Prior to joining SWIFT, he worked at JP Morgan, managing sales of fixed income and derivatives, working with primary government security dealers.

Franck is based in Singapore. He is a French citizen and has a Master’s degree in Marketing and Finance.

ASEAN Director

Usama is ASEAN Director for SWIFT in Asia Pacific and is responsible for coordinating SWIFT’s support to ASEAN member states in their goal of realising an integrated financial system through various initiatives towards the envisioned ASEAN Economic Community.

He joined SWIFT Asia Pacific in 2012. Prior to joining SWIFT, he held positions either directly or in a consultant’s capacity related to IT and finance, including with Northrop Grumman, Nextel, Saturna Capital, Bank Vontobel, Baer Capital Partners, Kuwait Turkish Participation Bank, Oppenheimer and Co., Dow Jones, the Securities Commission Malaysia and the United States Central Geospatial Intelligence Agency.

He has also been a guest lecturer at MIT, Georgetown University, the Wharton School of Business, New York University School of Law, The Stern School of Business and at Barch College and has published work on the topic of Islamic finance.

Usama is an American citizen and works out of SWIFT's Singapore office.

Cathy DOU 窦淑芳
Managing Director, China Head of Global Transaction Services 全球交易业务部中国区总监董事总经理
Bank of America Merrill Lynch 美银美林

Cathy joined Bank of America Merrill Lynch (BAML) in June 2010 as China Head of Global Transaction Services(GTS). Based in Shanghai, Cathy is responsible for overall GTS business of BAML China covering Treasury Management, Trade and Supply Chain product development, Corporate as well as Financial Institution Sales.

Prior to joining BAML, Cathy was with Citibank China for 17 years, held various positions including FI East Region Head, Country Head for Trade Product and Sales and General Manager of Citibank (China) Co. Ltd. Hangzhou Branch.

Cathy is a native Chinese and got her MBA from Xiamen University in 1993.

Cathy 于2010年6月加入美银美林,任全球交易业务部中国区总监。全面负责财资管理,贸易融资及供应链的产品开发以及对企业和金融机构客户在该领域的业务推广。

在加入美银美林中国之前, Cathy任职于花旗银行中国达17年, 曾任金融机构华东区业务总监, 贸易产品及销售中国区总监, 以及花旗银行杭州分行行长。


Darrell DUFFIE
Dean Witter Distinguished Professor of Finance
Stanford Graduate School of Business

Darrell Duffie is the Dean Witter Distinguished Professor of Finance at The Graduate School of Business, Stanford University, where he has been a member of the finance faculty since receiving his Ph.D. at Stanford in 1984. Among other books, Duffie is the author ofDynamic Asset Pricing Theory (Princeton University Press, third edition 2001) and a co-author of The Squam Lake Report: Fixing the Financial System (Princeton University Press, 2010). His recent research focuses on asset pricing, credit risk, fixed-income securities, and over-the-counter markets. Duffie is a Fellow and member of the Council of the Econometric Society, a Research Associate of the National Bureau of Economic Research, a member of the Financial Advisory Roundtable of the New York Federal Reserve Bank, and a Fellow of The American Academy of Arts and Sciences. He was the President of The American Finance Association for 2009.

He obtained his PhD from Stanford University in 1984; MEc from the University of New England in 1980; and BScE from the University of New Brunswick in 1975.

 Professor of Economics, Texas A&M University, and
 Dean, Southwest University of Finance and Economics

Dr Gan, Li, is a professor of economics at Texas A&M University in College Station, Texas and a Research Associate at National Bureau of Economic Research (NBER). He obtained his Bachelor Degree in Engineering from Tsinghua University, Beijing, his masters degree in statistics and PhD degree in economics from University of California Berkeley. He taught at University of Texas at Austin before he joined Texas A&M. Since 2009, he has been directing the first nationally representative survey focusing China’s household assets, China Household Finance Survey (CHFS), located at Southwestern University of Finance and Economics in Chengdu, China.


HU Shuli 胡舒立
Editor-in-Chief, Caixin Media

Ms. Hu Shuli is Editor-in-Chief of Caixin Media, and the Dean of the School of Communication and Design at Sun Yat-sen University. Ms. Hu was awarded the 2012 Missouri Honor Medal for Distinguished Service in Journalism. Internationally recognized for her achievements in journalism, she was listed among Top 100 Influential People of 2011 by Time magazine. She was twice named one of Top 100 Global Thinkers by Foreign Policy magazine in 2009 and 2010. The Caixin editorial team under her leadership won the 2011 Shorenstein Journalism Award from Stanford University. Ms. Hu also serves on the board of directors for the International Women’s Media Foundation and is a member of the Reuters Editorial Advisory Board. She is a member of the International Media Council of the World Economic Forum, and a regional advisor for the International Center for Journalists.

胡舒立女士现任财新传媒总编辑、中山大学传播与设计学院院长。2009年、2010年,她两度获评美国《外交政策》杂志“世界百名思想者”。2011年,她被美国《时代》周刊评为“全球最具影响力100人”之一。2012年,她荣获密苏里大学新闻学院颁发的“密苏里新闻事业杰出贡献奖章”。她带领的财新传媒采编团队荣获斯坦福大学授予的“2011年度美国肖伦斯特新闻奖”(Shorenstein Journalism Award)。

 HWA Erh-Cheng
 Chief Economist
 Baoshang Bank

Dr. Hwa is an expert in economic development and international finance. With over two decades with the International Monetary Fund and World Bank, Dr. Hwa is recognized as a leader in Asian economic development strategy.

In 1980, he joined the World Bank eventually being promoted to lead economist in the department of economic management in the East Asia region. In 1987, while on leave from the World Bank, he worked with GSIF's CEO, Dr. Yang, assisting the Taiwan government re-orienting industrial policy under a framework that became known as the "The Promotion of Industrial Upgrading Clause." This reorientation has been credited with helping Taiwan avoid the 1997/98 Asian Financial Crisis that punished economies throughout the region.

Since 1992, Dr. Hwa has been involved with Mainland China's economic development and reform programs serving as head of the economics unit and senior economist at the World Bank's Beijing office until 1997. Dr. Hwa has published extensively on the China and Taiwan economic development experience, earning the 1998 PRC National Book Prize for his book The Soft-landing of the Chinese Economy.

Dr. Hwa graduated from National Taiwan University in 1967 and received his doctorate degree in Economics from Cornell University in 1975.

 JIN Zhongxia
 Director General of Research Institute
 People's Bank of China

Jin Zhongxia is the Chief Representative of the Representative Office of the People's Bank of China (China's Central Bank) for America. Mr. Jin graduated from Beijing University with BA and MA in international economics and management economics respectively in the late 1980s. He then embarked his career with the People's Bank of China on projects financed by International Financial Organizations. After several years' work, he pursued a Ph.D study at the East West Center, University of Hawaii, and finished his dissertation on RMB's exchange rate. Afterwards, he worked as a consultant in World Bank, Washington DC, focusing on research of capital inflow in China. In 1997, Mr. Jin returned to People's Bank of China to resume his career there. Between early 2002 and mid 2003, Mr. Jin worked in the China Executive Director's Office in the International Monetary Fund, as an advisor. In the past two years, his major responsibility in the People's Bank of China was related to China's relations with IMF and G-20.

Dino KOS
Head of Global Regulatory Affairs

Dino joined CLS in February 2013, and is responsible for communicating with the global regulatory community and for leading the new currency program.

CLS plays a fundamental role in the FX market - it is the global standard for mitigating FX settlement risk for its Members and their customers, settling on average USD 5 trillion a day.

Dino has more than 25 years of industry and regulatory experience, including over 20 years at the Federal Reserve Bank of New York (FRBNY) in a variety of regulatory and market capacities, where he rose to the position of Executive Vice President of the Markets Group. As the FRBNY’s Head of Foreign Exchange from 1993 to 2000, Dino was responsible for the planning and execution of foreign exchange policies, leading coordination between officials at the US Treasury, and many of the world’s central banks and foreign finance ministries. He was seconded to the BIS in Basel, Switzerland, from 1989 to 1991 in the Secretariat of the Basel Committee on Banking Supervision, where he worked on the development of a capital adequacy standard for market risk.

More recently, Dino co-founded Hamiltonian Associates, a specialized macro advisory research firm. He previously held roles as Managing Director at Portales Partners, an independent research organization, and Morgan Stanley Investment Management as Managing Director, Global Head of Central Banks and Sovereign Wealth Funds.

 Nicholas LARDY
 Anthony M. Solomon Senior Fellow at the Peterson Institute for International Economics, DC

Nicholas R. Lardy, Anthony M. Solomon Senior Fellow, joined the Peterson Institute for International Economics in March 2003. Previously, he was a senior fellow in the Foreign Policy Studies Program from 1995 until 2003. Before Brookings, he served at the University of Washington, where he was the director of the Henry M. Jackson School of International Studies from 1991 to 1995. From 1997 through the spring of 2000, he was also the Frederick Frank Adjunct Professor of International Trade and Finance at the Yale University School of Management. He is an expert on Asia, especially the Chinese economy.

Before his directorship, Lardy had been a professor of international studies at the University of Washington since 1985 and an associate professor from 1983 to 1985. He served as chair of the China Program from 1984 to 1989. He was an assistant and associate professor of economics at Yale University from 1975 to 1983.

Lardy is a member of the Council on Foreign Relations and is a member of the editorial boards of the China Quarterly, Journal of Asian Business,China Review, and China Economic Review.

He received his BA from the University of Wisconsin in 1968 and his PhD from the University of Michigan in 1975, both in economics.

Chief Executive Officer

Succeeded Lázaro Campos as CEO of SWIFT in July 2012. Gottfried Leibbrandt joined SWIFT in 2005 to focus on the development of the SWIFT2010 strategy. Upon completion of the strategy, he was appointed as Head of Standards and then in 2007, was promoted to Head of Marketing. More recently, Gottfried was a key architect behind the creation of the SWIFT2015 strategy, which is being implemented and remains a priority focus for the co-operative. Prior to joining SWIFT, Gottfried worked for McKinsey & Company for 18 years. Dutch.

LIN Shangli
Vice President
Fudan University

Professor Lin Shangli, born in Fuzhou in 1963, is the Vice President of Fudan University and Executive Associate Dean of School of International Relations and Public Affairs, Fudan University.

In 1981, he studied at the Department of International Politics, and after graduation in 1988, he started his teaching career in School of International Relations and Public Affairs, Fudan University. He became associate professor in 1993 and professor in 1997. He received Ph.D. from School of Laws at Fudan University in 1998. He had been visiting scholar at The Chinese University of Hong Kong, Keio University of Japan, Georgetown University of U.S.A. and University of Munich of Germany. In Apr. 2011, he started to serve as the Vice President of Fudan University. Meanwhile, Prof. Lin is also guest researcher of Shanghai CCP College and Shanghai Administration Institute, Vice Chairman of Academic Committee of Institute of East Asia, Shanghai.

Prof. Lin’s research interests include political science theories, Karl Marx's political philosophy and Chinese politics. He has published more than 10 books on politics, including Party Politics and Modernization, Electoral Politics, The Logic of Politics, and Contemporary Chinese Political Forms, in addition to over 100 articles published on various journals and magazines.

LIU Li-Gang
Chief Economist
ANZ Bank Greater China

Named as the Economist of the Year (2012) by China Business News, a major Shanghai-based financial and economics newspaper, Li-Gang Liu is Chief Economist,Greater China, Australia and New Zealand Banking Group (ANZ), Hong Kong, covering macroeconomics, foreign exchange, capital markets, and strategy research for the bank. His previous professional experiences include, among others, the Hong Kong Monetary Authority as a senior manager at the Research Department, the Asian Development Bank Institute in Tokyo as a senior fellow, the Office of Chief Economist for the East Asian and Pacific Region, the World Bank Group as an economist, and the Peterson Institute for International Economics, Washington DC as a research associate.

His recent publications include “Do Foreign Political Pressures Affect the RMB Exchange Rate? An Event Study,” Journal of International Money and Finance, Vol 31, 2012, and “Honor Thy Creditors Before Thy Shareholders: Are the Profits of Chinese State-Owned Enterprises Real?” Asian Economic Papers, MIT Press (2010). He was also a co-author of a book, The Global Economic Effect of Asian Currency Devaluations (Peterson Institute for International Economics, 1998). He has published many other scholarly articles in refereed journals, among others, Journal of Banking and Finance, European Journal of Finance, Journal of World Trade, China Economic Review, and Journal of Policy Reform.

His views on China have been cited widely by international and Chinese press. He is also an invited columnist for FTChinese.com and contributes regularly to Caijing and the Shanghai Securities Journal.

He holds a Ph.D. in economics from Johns Hopkins University, Maryland, USA.

刘利刚博士目前担任澳大利亚新西兰银行(ANZ)大中华区首席经济学家,负责宏观经济、外汇、资本市场以及策略研究。此前,他曾经任职于香港金管局研究部(高级经理)、亚洲发展银行学院(高级研究员)、世界银行东亚区首席经济学家办公室(经济学家)和彼德森国际经济研究所(PIIE) (研究员)。




LIU Mingkang
Distinguished Fellow of Fung Global Institute, and
Deputy Director (Committee for Economic Affairs) of The National Committee of the Chinese People's Political Consultative Conference

Liu Mingkang is chair of the China Banking Regulatory Commission (CBRC) and chair of the Board of Directors of the People's Bank of China (PBOC). He is also a member of the 17th Chinese Communist Party (CCP) Central Committee.

Born in 1946 in Fuzhou, Fujian, Liu graduated in economics from Beijing University. In 1979, Liu began his career when he joined the Bank of China (BOC) Nanjing Branch in Jiangsu. From 1984 to 1987, he was department manager of BOC's London branch; he also pursued an MBA from the City University of London during this time.

In 1987, Liu returned to Nanjing as the general manager of the Bank of China Trust and Consultancy Co. In 1988, he returned to Fuzhou to become deputy general manager of the BOC (Fuzhou) and was promoted in 1992 to BOC general manager, Fujian branch. In 1993, Liu left the bank to become Fujian's vice governor and CCP secretary.

Liu returned to his financial career in 1994 and served as vice governor of the State Development Bank until 1998, at which time he became PBOC vice governor. In August 1999, Liu was shifted to the position of chair of the financial conglomerate, China Everbright Group, a post he held for only a few months. In February 2000, Liu was appointed BOC chair and president. In 2002, he became an alternate member of the 16th CCP Central Committee. Liu was appointed as the first CBRC chair in March 2003.

 Managing Director, Emerging Markets Group
 TCW (formerly Senior Coordinator for China Affairs and the U.S.-China Strategic and Economic Dialogue, US Treasury)

Mr. Loevinger is the Managing Director for Asia strategy in the Emerging Markets Group of Trust Company of the West (TCW). TCW is a 40-year old US asset management company with $135 billion in assets under management.

Prior to joining TCW in 2012, Mr. Loevinger was the U.S. Department of Treasury's Senior Coordinator for China Affairs and the U.S.-China Strategic and Economic Dialogue. While at Treasury, he also served as Minister Counselor for financial affairs at the U.S. embassy in Beijing and Deputy Assistant Secretary for Latin America, Asia, Africa and the Middle East. Mr. Loevinger was previously an economist for the International Monetary Fund and also worked in the office of the IMF's U.S. executive director. He started his career in the Office of the U.S. Trade Representative, the Senate Banking Committee, and the U.S. Commerce Department. Mr. Loevinger earned a Masters in Public Policy from Harvard University's Kennedy School of Government and a BA in Government and Economics from Dartmouth College.

Edmond NG 吴国鸿
Head of Global Custody, HSBC Securities Services China


2007年至2009年,吴先生任职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。





Alain RAES
Chief Executive, EMEA and Chief Executive, Asia Pacific

Alain Raes was appointed Head of the EMEA Region in September 2007 and added the role of Chief Executive Asia Pacific in January 2013. He was previously Director of the Continental Europe region, covering securities and banking sales activities. Alain joined SWIFT in 1990. Prior to SWIFT he worked at Citibank, Belgium, and Fortis Bank, Singapore. Belgian.

Victor SHIH
Chief China Strategist, Emerging Sovereign Group and Associate Professor of International Relations and Pacific Studies
21st Century China Program, UC San Diego

Shih received his doctorate in government from Harvard University, where he researched banking sector reform in China. He is the author of "Factions and Finance in China: Elite Conflict and Inflation," which is about the linkages between elite politics and banking policies in China. He is also the author of numerous journal articles and a frequent adviser on the banking industry in China. Shih is currently engaged in a study of how the coalition formation strategies of the founding leaders had a profound impact on the evolution of the Chinese Communist Party.

Chair, 21st Century China Program, and
Ho Miu Lam Professor of China and Pacific Relations, UC San Diego

Shirk served as Deputy Assistant Secretary of State (1997-2000), responsible for U.S. policy toward China, Taiwan, Hong Kong, and Mongolia. She founded and continues to lead the Northeast Asia Cooperation Dialogue, an unofficial forum for discussions of security issues. Shirk has authored many articles and books on Chinese education, economic policy-making, political leadership, and foreign policy. Her book, "China: Fragile Superpower" (2007), has reached a wide audience in Japan, India, and Taiwan as well as the United States. Her new book "Changing Media, Changing China" (2011) has attracted great interest.

SHU Chang 舒畅
Senior Economist, Bank of International Settlements Representative Office for Asia and the Pacific

Chang Shu is a Senior Economist at the Bank for International Settlements Representative Office for Asia and the Pacific. She is responsible for monitoring economic and financial developments in the Asia-Pacific region, and undertakes in-depth research into related financial market and stability issues. Before joining the BIS, she spent over ten years at the Hong Kong Monetary Authority and the Bank of England. She obtained her PhD in Finance from the Birmingham University, UK, specialising in international economics.


Arthur SUN
Head of Trade Product Management
RBS China

As Head of Trade Product Management for China, Arthur is responsible for developing and growing RBS’s in-country trade finance capabilities. Prior to RBS, Arthur served in Philips as a Senior Treasury Manager for the Greater China region. He has also worked at Standard Chartered Bank, Citi and Shanghai Pudong Development Bank holding trade sales and product management positions.

Arthur holds a MBA from Fudan University and a Bachelors degree in International Trade from Jiangxi University of Finance and Economics.

SUN Lijian 孙立坚
Professor of Economics, and Director of Financial Research Center, Fudan University

Prof. Sun Lijian, born in Shanghai in 1962, is distinguished professor, Ph.D. supervisor at Fudan University. He is now Associate Dean of School of Economics Fudan University, Director of the Finance Research Center Fudan University, Executive Director of China Society of World Economics (CSWE), Director of China Society of Quantitative Economics, Executive Deputy Director of Innovation Base of the International Competitiveness of China’s Economy Fudan University, Deputy Director of the Institute of World Economy Fudan University, and Chief Expert of the national major projects of philosophy and social sciences 2011. His research interests include microstructure of financial markets, comparison of the financial systems, international finance, empirical finance theory and open macroeconomics.

Prof. Sun received his Bachelor of Engineering from the School of Civil Engineering at Tongji University. He pursued his master and doctoral study at Hitotsubashi University, Japan from April 1993 to March 2000 and finally got his Ph.D. in Business in March 2000. Since he came back to China, he has been teaching at the School of Economics, Fudan.

Prof. Sun has won numerous awards, including the second and the third prizes of Excellent Academic Papers on the Research and Advocacy of the Deng Xiaoping Theory (Shanghai) respectively in 2004 and 2006, two third prizes of the 7th and 8th Excellent Academic Papers in Social Sciences and Arts (Shanghai) in 2004 and 2006, the second prize of Mr. Ann's Award of Excellent Papers on International Trade (National) in 2004, and the second prize of the 8th Decisionmaking Consultation Research Findings (Shanghai) in 2012.

孙立坚,1962 年出生于上海,复旦大学特聘教授,博士生导师,现为复旦大学经济学院副院长、复旦大学金融研究中心主任,中国世界经济学会常务理事、中国数量经济学会理事、复旦大学中国经济国际竞争力创新基地常务副主任、复旦大学世界经济研究所副所长、2011 年国家哲学社科重大项目首席专家。孙教授的研究主要集中在金融市场的微观结构,比较金融体系,国际金融,实证金融理论和开放宏观经济学。

1984 年,同济大学土木工程学院工学士学位,1993 年4 月至2000 年3 月在日本一桥大学攻读硕士和博士,并于2000 年3 月获得了商学博士。回国后,执教于复旦大学经济学院至今。

2004 年和2006 年荣获上海市邓小平理论研究和成果宣传优秀学术论文二等奖和三等奖,2004 年和2006 年获得上海市第七届和第八届哲学社会科学学术论文优秀成果三等奖。2004 年荣获全国安子介国际贸易研究优秀论文二等奖。2012 年获第八届上海市决策咨询研究成果二等奖。

David WANG
Head of Business Development, North Asia, Trade Asia, Working Capital Solutions
National Australia Bank

Current Position

David Wang is the Head of Business Development, Working Capital Solutions, North Asia for National Australia Bank (NAB).  As one of Australia’s major banks and the country’s largest business bank, NAB focuses on helping to connect and service customers in Asia, Australia and New Zealand to capture opportunities arising from the growing flows of capital, trade and people within the region.  Mr. Wang is responsible for expanding NAB’s customer base in North Asia for its trade-related services, including global payments and liquidity management services.

Brief Career History

Prior to joining NAB, Mr. Wang had held senior management positions in other leading financial services institutions.  He was an Executive Director and Head of Global Transaction Services (GTS) Financial Institution at RBS GTS China.  He was also the Chinese publisher of the World Payment Report in the last five years to help promote global cash management services.

He was General Manager of SWIFT China responsible for promoting international payment standards and coordinating activities between major banks in China.  During his tenure there, China regulators accept ISO 15022 and ISO 20022 as part of its global transactions standards.

He was also previously a director of KPMG in the US and China.  He was in charge of large projects for Goldman Sachs and MetLife in New York, and also headed up a team providing initial public offering advisory services to China Construction Bank (CCB), the first Chinese state owned bank to gain a public listing in 2003 and a milestone project for China after the country joined the World Trade Organization.


Mr. Wang has more than 20 years of experience in the financial services sector in the US and Asia. He has been conducting services to Global Fortune 500 firms like Bank of China, Industrial and Commercial Bank of China, CCB, Agriculture Bank of China and Bank of Communications, as well as corporate clients like BHPB, Glencore, Hewlett-Packard, IBM, Trafigura and General Motors.


Mr. Wang was born and raised in mainland China.  After 12 years professional life in US, he has been working in China since 2001.

Managing Director, Group Head of Transaction Banking, Global Wholesale Banking
Malayan Banking Berhad (Maybank)

John joined Maybank in May 2010. He is the Managing Director & Group Head of Transaction Banking for Maybank. He drives the Transaction Banking division comprising four distinct and inter-linked business units involved in the manufacturing and provision of transactional banking services across all client segments. They are Cash Management, Trade & Supply Chain Financing, Securities Services and Financial Institutions (FI) and Non-Bank FI. In addition to Malaysia, John is also responsible for the Transaction Banking business across the region for ASEAN and Greater China.

Prior to joining Maybank, John held various key positions in Standard Chartered Bank such as Head of Product Management & Implementation, Director, Head of Global Corporate Sales, Transaction Banking, Head of Consumer Transaction Banking and Head of Personal Banking, Distribution.

John is a member of the Executive Board for International Chamber of Commerce (ICC) Malaysia and holds the position of Chairman under the Banking Working Committee for ICC Malaysia. He is also Chairman of Permanent Committee on ASEAN Inter-Regional Relations for the ASEAN Bankers Association (ABA). In addition, he became an associate member of the Institute of Bankers Malaysia (IBBM) and is an active member and representative of the BAFT - IFSA council, a premier global financial services association formed by the merger of the Bankers' Association for Finance and Trade (BAFT) and the International Financial Services Association (IFSA).

John holds a Masters in Business Administration from Southern Cross University Australia.

Director of Research and Senior Fellow
Fung Global Institute

As Director of Research, Xiao Geng directs, oversees and coordinates the Institute’s research projects. He also undertakes and leads research projects as a Senior Fellow.

Xiao Geng has done extensive empirical and policy research on the Chinese economy, especially in the areas of macroeconomics, exchange rate, finance, productivity, enterprises and institutional economics. He contributes frequently to public policy debates through media appearances and conference presentations.

He is also a Special Advisor on Strategic Development for the Columbia Global Centers East Asia, an Honorary Professor at the University of Hong Kong and an Independent Director of the HSBC Bank (China) and the London-based Genesis Emerging Markets Fund.

Prior to joining the Institute, Xiao Geng held leadership positions in a number of research institutions, including, Director of the Columbia Global Centers|East Asia; Founding Director of the Brookings-Tsinghua Center for Public Policy and Senior Fellow at the Brookings Institution. He was also a tenured professor of economics at the University of Hong Kong; Head of Research and Advisor to the Chairman at the Securities and Futures Commission of Hong Kong; Vice-President of the Chinese Economists Society in the US; a member of the board of supervisors at the Shenzhen Development Bank; Faculty Associate at Harvard University; and a Consultant at the World Bank.

Xiao Geng has a BSc in Management Sciences from the University of Science and Technology of China, in the city of Hefei, Anhui Province. He obtained his MA and PhD in Economics from UCLA.

 Charles YE
 Co-Head of Wholesale Banking and Head of Global Markets
 Standard Chartered China

Charles Ye is the Co-Head of Wholesale Banking and Head of Global Markets, Standard Chartered China. Previously, Charles Ye was Managing Director and Head of Global Rates Trading for China at Deutsche Bank AG since September 2008. Mr. Ye was responsible for growing Deutsche Bank's RMB-denominated interest rate products suite, expanding the local client base, as well as making a broader range of interest rate products from its global platform available to clients in China.

Mr. Ye has over 15 years of capital markets and derivatives experience. He joined Deutsche Bank from UBS, where he served as managing director and head of fixed income in China. Prior to UBS, he was head of sales and trading at Bank of China International and held senior trading positions at RVI Advisors and JP Morgan. Mr. Ye began his career at Salomon Brothers.

YU Qiao
Professor, School of Public Policy and Management
Tsinghua University

Mr. Qiao Yu is a professor of economics, director of Public Policy Institute in the School of Public Policy & Management at Tsinghua University. Prior to his current post, he taught at Fudan University, University of Canterbury and National University of Singapore. Mr. Yu received BA (1982) from Sichuan University, and Ph.D. (1990) at Michigan State University.

His current research interests include public finance and governance, international financial system, and financial market and crisis.

He published many articles in academic journals both in China and overseas, and also authored and co-authored books titled as Principal of Commercial Bank Management, Essence of Managing Banks, Derivatives, Corporate Finance, Information Technology Network and Rural Development. His new book is China's Foreign Reserve and Global Direct Investment. Besides, he contributed op-eds to main English newspapers and also prepared policy background analyses for G20 Think-Tank.

YUAN Tangjun 袁堂军
Director of Center for Asian Economic Research (CAER), Fudan University, and Academic Dean and Chief Economist of International Finance News Institute (IFNI)

Dr. Tangjun Yuan is the Director of Center for Asian Economic Research(CAER), Fudan University, the Academic Dean and the Chief Economist of International Finance News Institute(IFNI). He also holds a visiting research fellow position at the institute of Economic Research, Hitotsubashi University. His areas of expertise include international economics and development economics and his primary research interests cover economic development of Asian countries with an emphasis on China. With regard to the Chinese economy, Dr. Yuan has conducted econometric analysis of efficiency in sectoral resource allocation affected by its policy changes, and empirical analyses of profitability and productivity of firms using the financial data of Chinese firms. His recent ground breaking research book, China s Economic Development--Initial Conditions, Policy Choices and Resource Allocation, 1860-2004 (University of Tokyo Press,2010), has received the 5th Junzo Kashiyama Prize in Japan.

袁堂军博士现为复旦大学亚洲经济研究中心 (CAER-Center for Asian Economic Research) 主任,《国际金融报》研究院 (IFNI-International Finance News Institute) 学术院长及首席经济学家,一桥大学经济研究所客座研究员,复旦大学日本研究中心兼职研究员。他的研究领域涉及到国际经济学,发展经济学以及数量经济史。长期从事关于中国经济增长过程中的资源配置效率,亚洲企业国际竞争力和全球价值链分工等领域的研究。是中国世界经济学会理事,日本经济学会,日本中国经济学会,美国数量经济史学会会员。


Clients and Innovation Partner
KPMG China

Edge is a senior consultancy partner bringing a career spanning more than 20 years in Business and IT advisory. Edge is also the Clients and Innovation Partner for China's Management Consulting and Risk Consulting businesses. His specialisations include strategy, governance, transformation, sourcing and off shoring projects. Edge has significant Asia Pacific experience having worked in countries such as Japan, China, India, Australia, Singapore, Malaysia, Thailand, Vietnam, Korea and the Philippines.

Edge has been the Lead Partner on numerous global and regional strategy and transformation projects for a number of large financial institutions for both front and back office. He has significant experience in writing and developing business and IT strategic plans for clients across Asia and Globally.

As the lead advisory partner on some of the firm’s largest financial services clients he has a strong working knowledge of the business and complex system issues that many global and regional organisations face. He has deep knowledge of retail, wholesale and investment banking businesses and systems. He is one of the firm's leading advisors in the payments' space.

Over his career he has led many strategic reviews which included the review of governance, organisation, applications, projects and expenditure of technology departments. Many of these high profile projects included reporting directly to the Board, Chairman and CEO of large organizations.

 ZHANG Xinyuan
 General Manager, International Settlement Department
 Bank of China, Shanghai

1994.9.—1998.7. ECUST / Bachelor Degree
2010.9.—2012.7. Shanghai Jiaotong University / Finance MBA

1998.7. –2004.5. Bank of China Shanghai branch
Global Trade Service / Up to team head
2004.5.—2008.6. Bank of China Frankfurt branch
Loan Department / Up to General Manager
2008.7.—Now Bank of China Shanghai branch
Global Trade Service / Up to General Manager

Specialized in:
+International clearing and settlement
+Trade finance, Structured finance

 ZHAO Changwen 赵昌文
 Director-General of Enterprise Research Institute
 State Council Development Research Center

Dr. Changwen Zhao, PhD in economics, the Director-General of Enterprise Research Institute, Development Research Center of the State Council. He is the State Council Expert for Special Allowance, Special Advisor for China Enterprise Reform and development Society, Special Advisor to the Association of Sci-Tech Finance in China, Vice-President of the Chinese Regional Economy Society. He was the Vice-President of Sichuan University from 2005-2010, Chair Professor in Corporate Finance at Business School from 2000, and the Fulbright scholar at University of Michigan 2002-2003, Selected in the Program for New Century Excellent Talents by the Ministry of Education in 2004, the visiting scholar at University of Oxford in1999, University of Cambridge in 2011. He was also serving as the Co-General Secretary, Research Consortium for Western China Development Studies from 2002-2010.His current research focuses on State-Owned Enterprises Reform,Corporate finance, VC&PE, Small business financing, International finance and Sustainable Economic Growth. He has published over 180 academic articles and books both.

国务院特殊津贴专家,国家哲学社会科学基金项目评审专家,重大项目首席专家;中国区域科学协会副理事长,中国富布赖特学友会副理事长,中国企业改革与发展研究会高级顾问,中国科技金融促进会高级顾问。《中国金融学》(China Journal of Finance)主编,《Review of Financial Studies International 》学术委员会委员,《西部发展评论》、《公司治理评论》等期刊学术委员会委员,Journal of Business、China Economic Review、《经济研究》等国内外著名杂志匿名审稿人。四川大学商学院教授,公司金融博士研究生导师;北京大学、浙江大学、西北大学等高校兼职教授;美国密西根大学富布莱特(Fulbright)高级研究学者,英国牛津大学、剑桥大学、利物浦大学、香港中文大学高级访问学者。

曾任四川大学党委常委、副校长,四川大学西部开发研究院院长,中国高校科技产业协会副理事长,四川省管理科学学会理事长,四川省税务学会副会长,《西部发展评论》杂志(Western China Development Review)主编,中美合作“西部开发研究联合体”中方秘书长。

学术研究的主要领域集中在企业改革与发展、公司金融、科技金融等方面。共主持中央交办任务、国务院发展中心重点研究项目、国家社会科学基金重大项目、国家自然科学基金15项,省部级项目、国际合作项目、金融机构和企业委托项目40余项,出版《The Chinese Economy after WTO Accession》、《创新型企业的金融解决方案》、《科技金融》、《中小型高科技企业:信用与融资》等专著20部; 在国外期刊如Asian Economic Paper,Journal of Industry Management, Journal of Fixed Point Theory and Applications ,The Chinese Economy等期刊发表英文和德文学术论文20篇左右,并被SSCI、SCI等检索;在国家级权威刊物如《经济研究》、《管理世界》等发表中文论文150余篇;先后获得教育部科技进步二等奖、四川省科技进步一等奖、四川省哲学社会科学优秀科研成果一等奖等省部级以上奖励10余项。主持完成数十篇政策研究报告,其中多数获国家有关领导人批示。


   More distinguished speakers to be announced soon.