Altaaf Aboo, CFA, is senior impact investor at Edge Growth, where he sources and executes investments in the dynamic scale-up businesses of the future. His current focus on impact investing has allowed him to use his skills and experience to provide a financial return to his clients while making a social impact on an emerging economy. Mr. Aboo has over a decade of experience in multidisciplinary roles across the financial and energy sectors. He previously worked at Africa’s largest equity market, the Johannesburg Stock Exchange, where he managed a team of financial specialists in the capital markets business. Mr. Aboo enjoys providing strategic support to entrepreneurs and mentoring at various start-up events. He holds a degree in economics with a concentration on developmental and international economics.
Sehr Ahmed is the founder and CEO of Executive Edge, a global coaching and consulting practice whose purpose is to transform leaders, teams, and businesses by helping them find their “edge” or unique differentiator. Previously, she held human resources leadership roles across the Asia-Pacific region at ABN AMRO Bank, AIG, and McDonald’s, as well as globally for IFM Investors. Ms. Ahmed brings a global perspective, cultural savvy, and multi-industry experience in leading change and transformation for global businesses. She has a distinct commercial focus, having started her career as a corporate banker, before transitioning to human resources. Ms. Ahmed is a GAICD of the International Company Directors Course and a certified executive coach from the Institute of Executive Coaching in Australia. She graduated as a Wien Scholar from Brandeis University with a BA in economics and has an MBA in corporate finance from the Edinburgh Business School, where she was a Commonwealth Scholar.
Christopher J. Ailman is chief investment officer at the California State Teachers’ Retirement System (CalSTRS), where he leads a team of 144 investment staff. He also serves on several boards and advisory boards, including the PRI manager selection committee and the SASB investor advisory group. Additionally, Mr. Ailman serves as co-chair of the Milken Global Capital Markets Committee from the Milken Institute, and he represents institutional investors on the MSCI Barra Index editorial advisory board and the EDHEC-Risk Institute. He is the recipient of numerous awards including Institutional Investor’s Large Public Fund Manager of the Year Award, aiCIO’s Innovation Award, New America Alliance’s Distinguished Service Award for the Advancement of Latinos in Business, and the Richard Stoddard Award for service in the investment of public pensions. In addition, Mr. Ailman is a regular guest on CNBC, Bloomberg, Yahoo Finance, and the Wall Street Journal Report. Mr. Ailman holds a bachelor of arts in business economics from the University of California, Santa Barbara, and he received the certified financial planner designation from the University of Southern California.
Will Andrich is cofounder and CEO of Thaler.One, where he provides strategic vision and access to key financial decision makers through his network of professional contacts and business partnerships. He is an investment banking and real estate executive with an international career spanning over two decades. Previously, Mr. Andrich worked for Morgan Stanley and LCF Rothschild in London, New York, San Francisco, and Moscow. He is the founder of New Europe Real Estate Fund and Astor Capital Group, which has for over 10 years specialized in investment banking advisory and asset management services with a focus on real estate, oil and gas, and precious metals. Mr. Andrich also served on the board of real estate developer PIK Group, where he was responsible for the company’s 2007 IPO. He holds an MBA from University of California, Berkeley.
James Benoit, CFA, leads FCMB Bank UK, a wholesale bank specialising in African international trade finance and corporate banking and through its CSL Stockbrokers division is a leading equities broker for FPIs investing in Nigerian equities. The firm is pending for regulatory approval to enter retail banking in the UK utilising fintech strategies focused on payments, remittance, and open banking solutions. Mr. Benoit is an international banker and investor with 30 years of experience across North America, Asia Pacific, Africa, the Middle East, and Europe. He founded the Mauritian-based corporate and private bank, AfrAsia Bank Ltd. Mr. Benoit also led and developed businesses for HSBC, including credit cards, consumer banking, and private and corporate banking. He has served as CFA Society Mauritius president and has chaired numerous CFA Institute advisory panels globally. A former chair of the Mauritius Institute of Directors, Mr. Benoit is an advisory panel member of the National Committee on Corporate Governance under the Minister of Financial Services, Mauritius. He holds a bachelor of commerce degree from the University of Alberta, Canada.
Keith Black, CFA, is managing director of curriculum and exams at the CAIA Association. He has over 25 years of financial market experience, serving approximately half that time as an academic and half as a trader and consultant to institutional investors. Previously, Dr. Black worked at Ennis Knupp + Associates, where he advised foundations, endowments, and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. His prior experience includes commodity derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black has also served as an assistant professor and senior lecturer at the Illinois Institute of Technology. He contributes regularly to the CFA Digest and has published articles in the Journal of Wealth Management, the Journal of Trading, the Journal of Investing, and the Journal of Alternatives Investments. Dr. Black is the author of Managing a Hedge Fund and co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. He was named to Institutional Investor magazine’s list of Rising Stars of Hedge Funds. Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology.
Richard Brandweiner, CFA, is chief executive officer at BTIM (Australia) and is a member of the BTIM Global Executive Committee. He has over 20 years of experience in investment management and is responsible for the Australian arm of the BTIM Group, including asset management, operations, and sales and marketing. Previously, Mr. Brandweiner was a partner at LeapFrog Investments and chief investment officer (CIO) at First State Super, one of Australia’s largest pension funds. His industry experience also incorporates a variety of senior investment and leadership roles at Perpetual Investments. Mr. Brandweiner has served on the Australian Advisory Board for the Global Social Impact Investment Steering Group, a G–8/UK Cabinet Office initiative, and has chaired and served on numerous board committees for the Australian Financial Services Council and the Association of Superannuation Funds of Australia. He has been included in the Power 100 of Top CIOs in the World and has been named the Australian CIO of the Year. Mr. Brandweiner has served as president of CFA Society Sydney and is vice chair of the Australian Advisory Board on Impact Investing. He has a bachelor of economics degree from the University of New South Wales.
Anne Cabot-Alletzhauser is head of the Alexander Forbes Research Institute and head of research at Alexander Forbes, where her primary focus is in overseeing the firm’s thought-leadership initiatives—in particular, Benefits Barometer and the AF Pensions Index. Before joining Alexander Forbes, she spent 32 years managing pension fund assets in North America, Japan, the United Kingdom, Europe, and South Africa. Ms. Cabot-Alletzhauser’s primary focus in this capacity was global asset allocation, risk management, and quantitative modeling. She serves on the Future of Finance Content Advisory Committee and the Global Conference Advisory Committee of CFA Institute. Ms. Cabot-Alletzhauser has written articles for academic journals and other publications on issues relating to asset management and the full value chain involved in delivering employee benefits to individuals. She is a frequent speaker on a variety of investment-related topics, and she co-authored A Trustee’s Guide to Investment Management and founded the quarterly research publication Collective Insight. Ms. Cabot-Alletzhauser is a member of the FTSE/Russell/JSE Index Advisory Committee and the IRFA Research Committee. She earned an MA and an MEd in developmental anthropology from Columbia University.
Larry Cao, CFA, is director of content for Asia Pacific at CFA Institute, where he conducts original research and develops educational products with a focus on the investment industry. He has 20 years of experience in the investment industry. Previously, Mr. Cao served as senior manager for the Asia-Pacific region at HSBC. He started his career at the People’s Bank of China as a US dollar fixed-income portfolio manager. Mr. Cao has also worked for Munder Capital Management, where he managed US and international equity portfolios (winning a Lipper Award in the process), and Morningstar and Ibbotson Associates, where he managed multi-asset investment programs for global financial institutions. He has been interviewed by a wide range of media outlets, including Bloomberg, CNN, the Financial Times, the South China Morning Post, and the Wall Street Journal. Mr. Cao frequently speaks at conferences on such topics as fintech and multi-asset investing. He has led the development of a number of CFA Institute publications on these subjects, including “FinTech 2017: China, Asia and Beyond.” Mr. Cao has a master’s of business administration degree from the University of Notre Dame and is a visiting scholar at the MIT Sloan School of Management.
Stefano Cavaglia is head of investment research at Findex, where he manages high-net-worth client assets in multi-asset class portfolios. At Findex, his team has developed factor-based tools for evaluating managers and for building fund-of-funds portfolios for both long-only and long–short mandates. Previously, Dr. Cavaglia served as a portfolio manager at Findex and at MLC Investment Management; as managing director, head of quant strategies at UBS O’Connor; and as an investment manager at PanAgora Asset Management. He was also an assistant professor at the City University Business School in London and an economist at the OECD. Under the mentorship of Gary Brinson, CFA, and Jeff Diermeier, CFA, Dr. Cavaglia led the restructuring of UBS Asset Management’s Global Equity investment platform with a view to emphasize the importance of industry factors in the construction of global equity portfolios. Dr. Cavaglia’s research supporting the initiative was featured in the Financial Analysts Journaland is now referenced in the CFA Program curriculum. He recently co-authored a research paper featured in the Journal of Portfolio Management that aims to quantify and measure the importance of downside protection embedded in the factor attributes of portfolios, and his team is continuing to develop this multi-factor framework for managing risk and meeting client goals. Dr. Cavaglia holds a bachelor in commerce degree from McGill University, an MBA from the University of California, Berkeley, and a PhD in international finance and economics from the University of Chicago.
Donald R. Chambers is the associate director of programs at CAIA Association, Emeritus Professor of Finance at Lafayette College, and a CIO at Biltmore Capital Advisors. Previously, he held academic positions at Rochester Institute of Technology, Penn State University, University of Baltimore, and the University of North Carolina at Chapel Hill. Dr. Chambers served at The Bank of New York on a consulting basis in risk management and at Karpus Investment Management in various roles, including director of alternative investments. He has published fifty articles and several books on investments, corporate finance, and risk management. Dr. Chambers earned the CAIA Charter as a member of the first group of candidates to complete the requirements. He received a BS in accounting from Binghamton University and a PhD in finance from the University of North Carolina at Chapel Hill.
The Hon Matthew Cheung Kin-chung, GBM, GBS, JP, Chief Secretary for Administration. Mr. Cheung has been Chief Secretary for Administration since January 2017. He joined the Hong Kong Government as an Information Officer in July 1972. He transferred to the Administrative Service in September 1979 and was promoted to Administrative Officer Staff Grade A1 in September 2004. He had served in various policy bureaux and departments, including the former Finance Branch, the Home Affairs Department, the former City and New Territories Administration, the former Government House, the former Industry Department, the former Trade Department, the Financial Secretary’s Office, the Judiciary and the Central Policy Unit. He became Commissioner for Labour in January 1999, the Director of Education in June 2000 and Permanent Secretary for Economic Development and Labour in July 2002. He was Secretary for Labour and Welfare from July 2007 to January 2017.
Emily Chew is global head of environmental, social, and corporate governance (ESG) research and integration at Manulife Asset Management, where she oversees Manulife Asset Management’s ESG research agenda, works to engage with companies and portfolio managers on ESG issues, and sets the strategic direction for ESG investment for the firm. Previously, she was head of ESG research for Asia Pacific at MSCI Inc., where she led a team of nine ESG analysts in overseeing research quality and issue identification and in producing original research on the relevance of ESG to Asian and emerging markets, with a particular emphasis on China. Prior to that, Ms. Chew was a capital markets lawyer with Baker & McKenzie with a focus on funds management, capital raising, and REITs. She is a member of the United Nations–sponsored Principles for Responsible Investment’s Listed Equities Integration Subcommittee and chairs the Asian Investor Group on Climate Change’s Member Working Group. Ms. Chew holds a bachelor of laws and bachelor of arts from the University of Melbourne and an MBA from the University of Oxford.
Kate Darling is a researcher at the MIT Media Lab, where she investigates social robotics and conducts experimental studies on human–robot interaction. She explores the emotional connection between people and life-like inventions, seeking to influence technology design and policy direction. Dr. Darling’s background is in intellectual property, law, and economics, but after co-teaching a robot ethics course at Harvard Law School, she now increasingly works at the intersection of law and robotics, focusing on legal and social issues. She is a fellow at the Berkman Klein Center for Internet & Society at Harvard University and the Yale Information Society Project and is an affiliate at the Institute for Ethics and Emerging Technologies. Dr. Darling’s work has been featured by such media outlets as the BBC, the Guardian, the Boston Globe, CBC, and WIRED. She has authored multiple academic publications and is a contributing writer for Robohub and IEEE Spectrum. Dr. Darling holds workshops covering developments in robotics and where we might find ourselves in the future. She graduated from law school with honors and holds a doctorate of sciences from the Swiss Federal Institute of Technology in Zurich (ETH Zurich).
Mihir A. Desai is the Mizuho Financial Group Professor of Finance at Harvard Business School and professor of law at Harvard Law School. He has taught public economics and entrepreneurship to undergraduates, finance and international finance to MBA students and executives, and tax law and policy to law students. Professor Desai’s work has emphasized the appropriate design of tax policy in a globalized setting, the links between corporate governance and taxation, and the internal capital markets of multinational firms. He is a research associate in the National Bureau of Economic Research’s Public Economics and Corporate Finance Programs and served as the co-director of NBER’s India Program. Professor Desai has worked at CS First Boston and McKinsey & Co. and advised a number of firms and governmental organizations. His most recent book is The Wisdom of Finance: Discovering Humanity in the World of Risk and Return. Professor Desai was a Fulbright Scholar to India, and he received a bachelor’s degree in history and economics from Brown University, an MBA as a Baker Scholar from Harvard Business School, and a PhD in political economy from Harvard University.
Steven Eisman is a managing director at Neuberger Berman and a portfolio manager for the Eisman Group, within Neuberger Berman’s Private Asset Management division. Previously, he was the founder and portfolio manager of Emrys Partners, L.P., and a partner and the senior portfolio manager of the FrontPoint Financial Services Fund and the FrontPoint Financial Horizons Fund. Mr. Eisman has also served as a managing director and senior financial services analyst at Chilton Investment Co. He held the same role at Oppenheimer & Co. within the Investment Bank, Asset Management, and Specialty Finance divisions, during which time he was ranked as an All-America Research Team analyst by Institutional Investor and an All-Star Analyst by the Wall Street Journal on multiple occasions. Part of his career is chronicled in Michael Lewis’s The Big Short, as well as the movie by the same name, which features Steve Carell portraying Mr. Eisman as the outspoken hedge fund manager who, along with three other men, predicted the housing crash of 2008. He has over 20 years of investing experience, with the last 10+ years as a portfolio manager. Mr. Eisman has a BA from the University of Pennsylvania and a JD from Harvard Law School.
Amy Flikerski is a senior portfolio manager in external portfolio management at the Canada Pension Plan Investment Board, where she primarily focuses on global equity strategies. Her experience with hedge funds includes working as a senior analyst at Highbridge Capital Management and Talpion Fund Management. Ms. Flikerski was also involved in hedge fund manager evaluation, selection, and research as an associate at PAAMCO, a global fund of hedge funds manager. In addition, she has worked at Moon Capital Management, a long/short equity fund, and JGP Gestão de Recursos, a macro fund. Ms. Flikerski began her career as a senior associate in the high-yield group at Moody’s Investors Service. She earned an AB in economics from Brown University and an MBA from Harvard Business School.
Lauren Friese, a leading expert on millennials and careers, is senior director, Workforce Innovation, at RBC, where she leads the firm’s work on leveraging technology to improve employees’ life at work. She founded TalentEgg.ca, a digital business that, under her leadership, became Canada’s most popular job board and online career resource for students and recent graduates. Ms. Friese has been named one of Canada’s Most Powerful Women by the Women’s Executive Network and has been included in PROFIT magazine’s Top 20 Under 30. Her thoughts on millennials, careers, and the future of work have been featured in the Globe and Mail, the Financial Post, Metro, the Star, and many other local, national, and international media outlets. Ms. Friese has a bachelor of arts in economics from Queens University and a master’s degree from the London School of Economics.
Anil Gaba is professor of decision sciences, the Orpar Chaired Professor of Risk Management, and and academic director of the Centre for Decision Making and Risk Analysis at INSEAD. He has also served as dean of faculty at INSEAD and dean of faculty and research at INSEAD’s Asia campus. Professor Gaba teaches MBA courses on uncertainty, data, and judgment and PhD courses on probability and statistics and Bayesian analysis. In addition, he teaches modules on judgments and decision making and risk management in several executive development programs around the world and is a regular consultant and keynote speaker at various multinational organizations. Professor Gaba’s research is in the area of assessment and use of subjective information and analysis of decisions under risk and uncertainty, and it has appeared in several academic journals, including Management Science, Operations Research, Marketing Science, and the Journal of Risk and Uncertainty. He is co-author of Dance with Chance: Making Luck Work for You and has won the INSEAD Outstanding Teacher Award for the MBA core course “Uncertainty, Data, and Judgment” 10 times. Professor Gaba received a PhD in decision sciences at Duke University.
Mary C. Gentile is the creator and director of Giving Voice to Values, professor of practice at the University of Virginia Darden School of Business, senior adviser at the Aspen Institute Business and Society Program, and a consultant on management education and leadership development. Previously, she was a faculty member and manager of case research at Harvard Business School, where she was one of the principal architects of the leadership, ethics, and corporate responsibility curriculum. Professor Gentile is the author of numerous books and articles, including the award-winning Giving Voice to Values: How to Speak Your Mind When You Know What’s Right. She also co-authored Can Ethics Be Taught? Perspectives, Challenges, and Approaches at Harvard Business School and was content expert for the award-winning interactive HBS Publishing CD-ROM “Managing across Differences.” Among numerous awards, Professor Gentile was named one of the Top Minds 2017 by Compliance Week and Bronze Medal Winner for Ethical Leadership from Reimagine Education 2017. She was shortlisted for the Thinkers50 “Ideas Into Practice” award and named one of the 100 Most Influential in Business Ethics in 2015 by Ethisphere Magazine and one of the Top Thought Leaders in Trust: 2015 Lifetime Achievement Award Winners by Trust Across America-Trust Around the World. She earned a bachelor’s degree from the College of William and Mary and an MA and a PhD from the State University of New York at Buffalo.
Matt Gertken is associate vice president of geopolitical strategy at BCA Research, where he covers a range of issues in developed and emerging markets, including China, Japan, and English-speaking countries. Before joining BCA, he worked as a senior analyst at Strategic Forecasting, Inc., where he provided geopolitical analysis and political risk consulting and frequently appeared in international news media, including CNBC Asia, Bloomberg TV, and Fox Business News. Mr. Gerken has a background in academics and publishing. He holds advanced degrees from the University of Cambridge and the University of Texas at Austin.
Chris Gradel is founder and chief investment officer at PAG, where he leads the absolute returns business. He has over 18 years of investment experience across Asia. Prior to founding PAG, Mr. Gradel led several investments for the Marmon Group and was an engagement manager for McKinsey & Co. He is a member of the board of trustees of the Standards Board for Alternative Investments, the hedge fund industry’s global standard-setting body. Mr. Gradel is also a member of the investment committee of Oxford University Endowment Management and a Wykeham Fellow of New College, Oxford. He has a master’s degree in engineering, economics, and management from Oxford University.
Brindha Gunasingham, CFA, is the founder and managing director of FitzBiz Investment Analysis & Strategy, a boutique consulting firm that provides investment insights and designs and implements strategic solutions for investment and finance organisations across the world. She has more than 24 years of experience in the United Kingdom, Australia, Asia, and United States in the fields of investment management, wealth management, alternative investments, and financial services. Dr. Gunasingham previously served as the global head of research at AMP Private Capital and the Australasian head of research at PricewaterhouseCoopers Financial Advisory Services. She is a former professor of economics and a former president of CFA Society Sydney. Dr. Gunasingham has presented at prestigious investment conferences around the world and has published numerous articles and books related to finance and investment. She holds an honours and a master’s degree from the University of Cambridge, a master’s degree from the University of London, and a PhD in finance from University of New South Wales and the University of Sydney.
Gabriel Hai is the founder and CEO of LendIt Fintech China, a fintech think tank that builds a platform for Chinese and global fintech companies and investors to communicate and collaborate. LendIt Fintech China also organizes China’s largest fintech conference in Shanghai and co-conducts fintech research with prestigious research institutes. He is also the CEO of SyncUS International, which organizes hundreds of Chinese Fintech delegates to go to the United States, Europe, and APAC regions for fintech training and business collaborations. Before founding LendIt Fintech China, Mr. Hai was the founder and CEO of Highflying Education Consulting, which designs and executes English training programs and overseas educational sessions for Chinese students. He holds a bachelor’s degree in international studies from the University of Nottingham and a master’s degree in management from Judge Business School at the University of Cambridge.
Joanne M. Hill is chief advisor for research and strategy at CBOE Vest Financial, which provides investments that target return profiles aimed at risk reduction, return enhancement or consistent income. Previously, Dr. Hill served as head of institutional investment strategy at ProShares, managing director at Goldman Sachs, and as a faculty member at the University of Massachusetts Amherst. She is a coauthor of A Comprehensive Guide to Exchange-Traded Funds (ETFs) published by the CFA Institute Research Foundation. In addition to serving on the board and heading the research committee for the “Q” Group of the CFA Institute Research Foundation, Dr. Hill serves on the editorial boards of the Financial Analysts Journal®, Journal of Index Investing, and Journal of Alternative Investments. Dr. Hill was a founder and copresident of Women in ETFS, where she continues to serve on the board. She received the William F. Sharpe Indexing Lifetime Achievement Award and the Top Women in Asset Management Award from Money Management Executive. Dr. Hill holds an undergraduate degree from American University, an MA in international affairs from George Washington University, and an MBA and PhD in finance from Syracuse University.
Jason Hsu is founder and chief investment officer of Rayliant Global Advisors, a Hong Kong–based investment management group specializing in Greater China equity strategies. He co-founded Research Affiliates, an investment manager specializing in smart beta indexes and asset allocation. In addition, Mr. Hsu is an adjunct professor in finance at the UCLA Anderson School of Management and a visiting professor at Kyoto University and National Chengchi University. He is on the editorial board of the Financial Analyst Journal, the Journal of Investment Management, the Journal of Investment Consulting, and the Journal of Index Investing. Mr. Hsu has authored more than 40 journal articles and is a contributing author on eight handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards from the Financial Analyst Journal, two Bernstein Fabozzi/Jacobs Levy Outstanding Research Awards, and three William Sharpe Best Research Awards. Mr. Hsu has been recognized by Institutional Investor as one of the 20 rising stars of the industry. He also co-invented the Fundamental Index, which won best index from Global Pensions magazine for three consecutive years. Mr. Hsu received a bachelor of science degree from Caltech, a master of science degree from Stanford University, and a PhD in finance from the UCLA Anderson School of Management.
Carl Huttenlocher is founder, managing partner, and chief investment officer of Myriad Asset Management. Previously, he served as the Head of Asia at Highbridge Capital Management, where he founded and managed the Highbridge Asia Opportunities Fund, and was a member of the global investment committee. Mr. Huttenlocher also founded Intelligent Markets, a financial technology company based in San Francisco. Earlier in his career, he managed portfolios focused on convertible bonds and equity derivatives in Europe, Latin America, and Asia at Long Term Capital Management and Citadel Investment Group. Mr. Huttenlocher is on the global board of directors of Room to Read, a charity focused on children’s literacy in Asia and Africa. He holds a bachelor of science in mathematics from MIT.
Jane Hyun is founder and president of Hyun & Associates. She is a leadership strategist, executive coach, author of Breaking the Bamboo Ceiling, and coauthor of Flex: The New Playbook for Managing across Differences. Previously, Ms. Hyun served as vice president of human resources and talent at JPMorgan and director of recruiting at Deloitte & Touche. She appears regularly on CNN and CNBC and in the Wall Street Journal, Fortune, Forbes, Fast Company, theWashington Post, and other media to discuss leadership, culture, management, and diversity. Ms. Hyun has served on the board of Operation Exodus, as an adviser to the Toigo Foundation, and as research director for the Conference Board’s Cultural Fluency: Leadership Styles in Asia study. She currently serves as an adviser for the American Heart Association Diversity Council and for the Task Force for Talent Innovation. Ms. Hyun holds a degree in economics and international studies from Cornell University.
Pico Iyer is a best-selling travel writer and author of several books, including The Lady and the Monk and The Global Soul. He has given three TED Talks and has spoken to diverse audiences around the world, including government leaders, investors, Silicon Valley corporations, and the San Francisco Zen Center. He regularly writes on literature for the New York Review of Books, on travel for the Financial Times, and on global culture and news for Time, the New York Times, and magazines around the world. Mr. Iyer was educated at Eton College, the University of Oxford, and Harvard University.
Daniel Kahneman is a 2002 Nobel Laureate in Economic Sciences and professor emeritus at the Woodrow Wilson School of Public and International Affairs at Princeton University. Early in his career, Professor Kahneman served in the Israeli Defense Force’s psychology department, where he developed one of the main instruments used for the assignment of combat soldiers—an interview schedule that has been used continuously with little revision for more than 60 years. He has been a psychology professor at the Hebrew University of Jerusalem; the University of British Columbia; the University of California, Berkeley; and Princeton University. Professor Kahneman, together with Amos Tversky, conducted highly influential research on the psychology of judgment and decision making, which ultimately led to his Nobel Prize. Their most influential work was on prospect theory. The paper in which they described prospect theory is the second most cited in the economic literature, and the flourishing field of behavioral economics has prospect theory as major source of inspiration and ideas. Professor Kahneman also been involved in research on happiness and, most recently, in studies of “noise”—chance variability in judgments and decisions. He is the author of the best-selling book, Thinking, Fast and Slow, and he and Dr. Tversky are the subjects of Michael Lewis’s book, The Undoing Project. Professor Kahneman received a BA in psychology and mathematics from the Hebrew University of Jerusalem and a PhD from the University of California, Berkeley.
Joachim Klement, CFA, is head investment research at Fidante Partners, where he focuses on research on listed investment companies and investment themes in alternative asset classes. Previously, he was head of thematic research at Credit Suisse Private Bank and chief investment officer at Wellershoff & Partners Ltd., a Switzerland-based investment consulting firm. In these roles, Mr. Klement worked with private banks, family offices, and institutional investors to develop asset allocation strategies and identify thematic investment opportunities across all asset classes. He has also served as head of the Strategic Research team and head of equity strategy at UBS Wealth Management Research, where he was responsible for thematic research within UBS Wealth Management globally and the equity market and sector strategies. Mr. Klement studied mathematics and physics at the Swiss Federal Institute of Technology in Zurich (ETH Zurich) and graduated with a master’s degree in mathematics. In addition, he studied business administration at the University of Zurich and the University of Hagen, graduating with a master’s degree in economics and finance. Mr. Klement is a CFP certificant.
Deborah M. Kolb is the Deloitte Ellen Gabriel Professor for Women and Leadership (emerita) and cofounder of the Center for Gender in Organizations at Simmons College. Previously, she served as executive director of the Program on Negotiation at Harvard Law School, where she co-directs the Negotiations in the Workplace Project. Professor Kolb is an authority on gender issues in negotiation and leadership and is the author of several books the subject. She organizes and leads executive development programs and serves as a consultant to organizations interested in retaining and advancing their best women leaders. Professor Kolb has been awarded the Outstanding Achievement Award for her contributions to women’s leadership issues by the Equality Commission of the Massachusetts Bar Association, the Boston Bar Association, and the Massachusetts Women’s Bar Association. She has authored over 100 articles on the subjects of gender, negotiation, conflict in organizations, and mediation. Professor Kolb is on the editorial boards of the Negotiation Journal, Negotiation and Conflict Management Research, and the Harvard Negotiation Newsletter. She has a BA from Vassar College, an MBA from the University of Colorado, and a PhD from the MIT Sloan School of Management, where her dissertation won the Zannetos Prize for outstanding doctoral scholarship.
Donald C. Langevoort is the Thomas Aquinas Reynolds Professor of Law at Georgetown University Law Center. Previously, he was the Lee S. & Charles A. Speir Professor at Vanderbilt University School of Law. Professor Langevoort has also served as a visiting professor at the University of Michigan and Harvard Law School and taught courses abroad at the University of Sydney and Heidelberg University. Before entering academia, he worked at the law firm Wilmer, Cutler & Pickering and served as special counsel in the Office of the General Counsel of the US SEC. Professor Langevoort has served on FINRA’s National Adjudicatory Council, the Legal Advisory Committee of the NYSE, the Legal Advisory Board of the National Association of Securities Dealers, the SEC’s Advisory Committee on Market Information, and the Nominating Committee of the Municipal Securities Rulemaking Board. He was awarded Georgetown University’s Presidential Award for Distinguished Teacher-Scholars and has testified numerous times before Congressional committees on matters relating to securities regulation and litigation. Professor Langevoort’s most recent book is Selling Hope, Selling Risk: Corporations, Wall Street and the Dilemmas of Investor Protection. He graduated from Harvard Law School.
Gerard Lee, CFA, is CEO at Lion Global Investors. Previously, he served as chief investment officer of Temasek’s Fund Management Division and CEO of Fullerton Fund Management Company. Mr. Lee has also served as deputy chief investment officer at Deutsche Asset Management Singapore, head of fixed-income sales at SBC Warburg Singapore, and head of the Government of Singapore Investment Corporation’s New York City office. He is an IBF Distinguished Fellow, and he has a bachelor of science degree (honours) from the National University of Singapore.
Ting Li, CFA, is the CEO of Yunfeng Financial Group, where she is in charge of the group’s overall business strategy and execution. She has more than 18 years of experience in the financial industry. Prior to joining the Yunfeng Financial Group, Ms. Li worked for State Street Global Advisors, where she held different roles across risk management, investment, and product and market development. Most recently, she was the head of Asia ex-Japan. Ms. Li also worked for China Construction Bank and Korea Exchange Bank in China. She is a certified Financial Risk Manager and a member of the Professional Risk Managers’ International Association and of the Global Association of Risk Professionals. Ms. Li received her bachelor’s degree in finance from Nankai University in China and her master of science in finance from the Carroll Graduate School of Management at Boston College.
Lim Siong Guan is adviser to the Group Executive Committee of GIC, the sovereign wealth fund of Singapore; a professor at the Lee Kuan Yew School of Public Policy, National University of Singapore; and a senior fellow of the Singapore Civil Service College. He served as group president of GIC from 2007 to 2016. Previously, Mr. Lim served as head of the Civil Service; permanent secretary in the Ministry of Defence, Prime Minister’s Office, Ministry of Education, and Ministry of Finance; and chair of the Singapore Economic Development Board. He has co-authored two books with Joanne H. Lim—The Leader, The Teacher & You on leadership and governance, and Winning with Honour on success in life, family, and work.
Andy Lopata is a business networking strategist. In addition, he is an experienced international speaker and the author of three books on networking, with a fourth book scheduled for publication by Bloomsbury Publishing in 2019. Mr. Lopata has been quoted in a number of business books and is regularly quoted in the international press. He has been called “Mr. Network” by the Sun, “one of Europe’s leading business networking strategists” by the Financial Times, and “a true master of networking” by the Independent. Mr. Lopata is a fellow of the Professional Speaking Association (PSA) and of the Learning and Performance Institute. He is also a master of the Institute for Sales Management and a recipient of the PSA’s top honor, the Award of Excellence.
Xiaowei Rose Luo is a tenured senior faculty member in the area of entrepreneurship and family business at INSEAD, the holder of the Rudolf and Valeria Maag Professorship in Entrepreneurship, and academic director of the Tsinghua-INSEAD dual-degree EMBA program. She has also served as academic director for open enrollment and customer-specific programs at INSEAD, visiting professor at CKGSB—where she was academic director of the Doctor of Business Administration program—and a tenured faculty member at the University of Illinois at Urbana-Champaign. Professor Luo has published numerous research studies in academic journals and won the Best Paper Award at the Strategic Management Society Hong Kong Conference. She is on the editorial board of several academic journals and is the senior editor of the Management and Organization Review. Professor Luo has consulted for McKinsey & Company, the World Economic Forum, Walmart, and Sinopec, among others, and is a judge for the Cartier Award for Women Entrepreneurs. She received a BA in linguistics and English and American literature from Fudan University, where she also studied in the graduate program in world economy. Professor Luo has a PhD in sociology with a focus on organizational studies from Stanford University.
Virginie Maisonneuve, CFA, is chief investment officer at Eastspring Investments, the Asian asset management business of Prudential plc. She is responsible for the management and investment performance of Eastspring’s spread of asset classes in Asia, including equities, fixed income, multi-asset solutions, quantitative solutions, and alternatives (including private equity and infrastructure). Ms. Maisonneuve is also a member of the Eastspring Executive Committee. With more than 30 years of global asset management experience, she has also worked for PIMCO as managing director, chief investment officer of equities. Prior to joining PIMCO, she served as head of global equities, director, and portfolio manager at Schroders. Ms. Maisonneuve has also worked at a number of major asset management firms, including Clay Finlay, State Street Research, Batterymarch, and Martin Currie. She achieved a strong track record as a long-term investor in managing institutional and retail mandates across global, European, emerging market, and Asian equities, becoming one of the first investors to launch a China equity fund in the United States. While managing funds directly, Ms. Maisonneuve was a top-rated fund manager and was named as one of the top women in finance in Europe from 2008 to 2014. In 2014, she was selected by industry members for Money Management Executive’s inaugural Top Women in Asset Management Awards. Ms. Maisonneuve served as the chair of the CFA Society UK Gender Diversity network from 2015 to 2016 and as a member of the advisory council of the International Crisis Group. She is also a member of the CFA Institute Future of Finance Advisory Council. Ms. Maisonneuve holds a bachelor’s degree in political economics from the People’s University, Beijing, a master’s degree in Mandarin Chinese from Dauphine University in Paris, and an MBA from the Ecole Superieure Libre des Sciences Commerciales Appliquees.
Nicolas Manset is a managing director at Russell Reynolds Associates, where he specializes in financial services assignments, with a particular focus on asset and wealth management and global banking and markets clients. He leads the firm’s Asia-Pacific financial services sector in Hong Kong. Previously, Mr. Manset was the firm’s country manager for France. He has worked on assignments in the Americas, Europe, and Asia in various senior executive roles, including chief executive officer and chief investment officer, and he has worked in non-executive roles on projects to help private equity funds, insurers, international investment banks, and asset management firms build and strengthen their boards and leadership teams. Prior to joining Russell Reynolds Associates, Mr. Manset worked in corporate communications at J.P. Morgan in Paris. He is a former board member of the French International School of Hong Kong. Mr. Manset received a BA from Lincoln International Business School, Paris, and attended the Executive Leadership Program at the Wharton School, University of Pennsylvania.
Kathy M. Matsui is vice chair, co-head of Macro Research in Asia, and chief Japan equity strategist at Goldman Sachs Japan, where she is a member of the Asia Pacific Management Committee and the Executive Committee. Previously, she was chief Japan strategist for Barclays de Zoete Wedd Securities and worked at the Export-Import Bank of Japan’s Washington, DC office. Ms. Matsui has been ranked No. 1 in Japan Equity Strategy by Institutional Investor multiple times, was chosen by the Wall Street Journal as one of the 10 Women to Watch in Asia for her work on the “Womenomics” theme, and has appeared on Bloomberg Markets’ 50 Most Influential list. She is a policy commentator for Japan’s Cabinet Office and has served on numerous Japanese government committees aimed at promoting gender diversity. Ms. Matsui is a board member of the Asian University for Women Support Foundation, chair of the Board of Councilors (Japan) of the US–Japan Council, a trustee of the Nature Conservancy of Hawaii, and a member of the Council on Foreign Relations, Keizai Doyukai, and the Advisory Council for the Japan Society Fund against Breast Cancer. She earned a BA, magna cum laude, in social studies from Harvard University and an MA from the Johns Hopkins University School of Advanced International Studies.
Hiro Mizuno is executive managing director and chief investment officer of Japan’s Government Pension Investment Fund. Previously, he was a partner at Coller Capital, a private equity firm, and he also worked at Sumitomo Trust & Banking Co., Ltd. Mr. Mizuno is a member of PRI’s board and Asset Owner Advisory Committee and co-chair of the Milken Institute’s Global Capital Markets Advisory Council. He is an executive adviser to the Japanese cabinet on health care and medical growth strategy, a member of the Japanese Government Strategic Funds Integrated Advisory Board, and a member of the Ministry of Education, Culture, Sports, Science and Technology Japan National University Evaluation Committee. Mr. Mizuno is also an adviser to the Office of the President of the University of Tokyo, a guest professor at the Osaka University Graduate School of Medicine, an adviser to Kyoto University’s Center for iPS Cell Research and Application, and a guest professor at the Kindai University Global Economic Research Center. In addition, he is a senior fellow of the Tel Aviv University Graduate School of Management and a member of the International Executive Committee for the Einstein Legacy Project. Mr. Mizuno was honored with an Outstanding Individual Contribution RI Award for Innovation & Industry Leadership 2017. He has an MBA from Northwestern University’s Kellogg School of Management.
Joyce Ng is a managing director at OurCrowd, a leading hybrid venture capital fund that invests in Israeli and global startups. She is responsible for spearheading OurCrowd’s growth in the Greater China region. Ms. Ng was previously a partner and senior portfolio manager of Sumeru Capital, a Greater China equity long–short fund focusing on integrating bottom-up fundamental analyses with top-down structural-based investment themes. Prior to joining Sumeru Capital, she was a portfolio manager at LIM Advisors, managing an event-driven portfolio of a multi-strategy Asia arbitrage fund. Ms. Ng’s coverage included listed companies undergoing mergers and acquisitions, asset disposal, privatization, capital reduction, and restructuring in Asia. Previously, she spent several years at Citigroup Global Markets and Private Bank. Ms. Ng holds an undergraduate degree from the University of Chicago and an MBA from Cheung Kong Graduate School of Business.
Emil Nguy is chairman, chief investment officer, and co-CEO of Income Partners Asset Management (HK) Limited, a firm he also confounded. He draws upon his expertise and experience of nearly 30 years in investment management, focusing his energies on new asset allocation across various strategies and macro risk management. Prior to cofounding Income Partners, Mr. Nguy worked for Indosuez Asia Investment Management, where he became adept at successfully navigating through periods of economic uncertainty in order to protect client capital. He earned a bachelor of civil engineering degree, MBA degree, and a master of science in civil engineering degree from McGill University.
Eric Ni is the vice general manager of the Shanghai Waigaoqiao Facilitation Center at Enterprise Development Co., Ltd, the largest state-owned free trade zone (FTZ) integrated solution provider in China. During his past 18 years in this industry, he has helped more than 300 foreign-invested enterprises in the free trade zone to deal with problems regarding customs, tax, foreign exchange, and commodity inspection polices during their construction, reconstruction, and daily operation. Mr. Ni is now cooperating with relevant government sectors to drive FTZ policies forward. He holds a bachelor’s degree in law from Shanghai International Studies University and an MBA from Hong Kong University.
Oscar N. Onyema is chief executive officer of the Nigerian Stock Exchange and member of the National Council. Previously, he served as the senior vice president and chief administrative officer at the American Stock Exchange (Amex), where he was instrumental in integrating the Amex equity business into the New York Stock Exchange (NYSE) Euronext equity business after its acquisition of Amex. Mr. Onyema then managed the NYSE Amex equity trading business, which he helped position as a premier market for small- and mid-cap securities. He serves as the chair of Central Securities Clearing System (CSCS) PLC, the clearinghouse for the Nigerian capital market; a council member of the Chartered Institute of Stockbrokers of Nigeria (CIS); president of the African Securities Exchanges Association; and a Global Agenda Council member of the World Economic Forum. Mr. Onyema also serves on the boards of all subsidiaries of the Exchange and National Pension Commission of Nigeria and is a fellow of the Institute of Directors (IoD) Nigeria. He completed the advanced management program at Harvard Business School and holds an MBA from Baruch College, New York and a BSc degree from Obafemi Awolowo University, Ile-Ife.
Rani Piputri, CFA, is principal researcher for systematic equity strategies at Aspect Capital. She manages the research and development of equity strategies, as well as the implementation, enhancements, and trading solutions for the equity programs. Previously, Ms. Piputri was a founding member of Saemor Capital, where she worked for 10 years as senior portfolio manager. She has also served as a quantitative analyst and equity portfolio manager at Aegon Asset Management and an investment consultant at Ortec. Ms. Piputri has served on the board of CFA Society Netherlands. She graduated from Erasmus University Rotterdam with a master’s degree in financial econometrics.
David Pope, CFA, is managing director, Quantamental Research at S&P Global Market Intelligence. Previously, he was an associate partner and vice president at Wellington Management Company LLC, where he constructed quantitative stock selection models and managed international equity portfolios. Prior to joining Wellington, Mr. Pope worked at Colonial Management Associates as a fixed-income portfolio manager and researcher. He began his career at Fidelity Management and Research as a fixed-income quantitative analyst. A member of the Chicago Quantitative Alliance, Mr. Pope also taught graduate and undergraduate classes as an adjunct professor of finance at Bentley University. He holds a BS in finance from Bentley College and an MSF from Boston College.
Lynn Raebsamen, CFA, is CEO of Swiss Vanquest AG, a company that invests in private companies with pathbreaking technologies, enables them to access new markets, and serves a gateway to Europe for Asian and Middle Eastern investors. She is a financial professional with a diverse European and Asian background. Ms. Raebsamen has previously worked in executive and management roles for leading investment banks and reputable financial institutions, including Credit Suisse, UBS, and Bloomberg. She holds an MSc in economics and finance from the University of St. Gallen and a Certificate of General Management from the UCLA Anderson School of Management.
Sandra Ro is founder and managing director of Vector Crypto Capital LLC and managing partner and COO of UWINCorp Ltd. She is a fintech entrepreneur, blockchain and crypto keynote speaker, hackathon judge, crypto trader, angel investor, and adviser who focuses on delivering financial access and products to people and communities, using technology to enable next-generation market infrastructure and financial products. Previously, at CME Group, Ms. Ro served as executive director, head of digitization and as head of foreign exchange (FX) and metals research and product development. She also led the EMEA mergers and acquisitions, FX and interest rate derivatives, event-driven advisory group within global capital markets at Morgan Stanley and worked as FX structurer on the London trading floor for Deutsche Bank. Ms. Ro was named to Innovate Finance’s Women in Fintech 2016 Power List and holds directorships and founding memberships on several industry boards, including the Global Blockchain Business Council and the Mauritius Blockchain Center of Excellence. She has also served as treasurer and founding board director of the Enterprise Ethereum Alliance, founding member of the Post Trade Distributed Ledger Group, and founding member of Linux Foundation’s Hyperledger. Recently, Ms. Ro joined the US Department of State’s Speakers Bureau as a blockchain technology speaker. She holds a double BA degree in history and environmental studies from Yale University and an MBA in finance from London Business School.
James Shipton is chair of the Australian Securities and Investments Commission. He has more than 20 years of experience in regulation, financial markets, the law, and academia. Mr. Shipton has served as the executive director of the Program on International Financial Systems at Harvard Law School. Prior to that, he led the intermediaries (supervision and licensing) division of the Securities and Futures Commission of Hong Kong. Mr. Shipton also managed government and regulatory affairs for the Asia Pacific and the prime brokerage business at Goldman Sachs in Hong Kong. He began his career as a funds and securities lawyer at law firms Linklaters and Blake Dawson Waldron. Mr. Shipton has previously served on the boards of the Alternative Investment Management Association’s Hong Kong and China chapter, the Asian Securities Industry & Financial Markets Association, and the Hong Kong Treasury Markets Association.
Ming Shu, CFA, is partner at Lingfeng Capital. He has more than 16 years of global investment experience, with 12 years in direct investments in China and Asia Pacific. Dr. Shu has also served as group vice president in charge of mergers and acquisitions at SF Express; as principal, head of the greater China team, and member of the Asia-Pacific investment committee at Henderson Equity Partners; and as associate at Goldman Sachs Principal Investment Area. He represented Ant Financial at the China Finance 40 Forum, which strongly influenced the regulatory framework of the fintech industry. Dr. Shu is also a founding board member of the first CFA Society in China. He holds a BA in mathematics and computer science from Macalester College, an MBA from Harvard Business School, and an MS and PhD in biomedical engineering from Duke University.
Eric Sim, CFA, is founder of Institute of Life (IOL), whose mission is to enable young professionals to be more productive at work and successful in life. He is also a writer for LinkedIn China, where he writes about life and career skills. In addition, Mr. Sim is an adjunct associate professor of finance at Hong Kong University of Science and Technology and a guest lecturer at Tsinghua University’s Schwarzman College. Previously, he was a managing director at UBS, and in his career he has been involved with derivatives, structured finance, and investment banking. Mr. Sim has offered financing and capital market solutions to corporates and financial institution clients across Asia. He has been described by eFinancialCareers as a star banker helping budding bankers with their careers.
Tony Tan, CFA, is co-head of ethics, standards, and professional conduct at CFA Institute. He is responsible for leading the organization’s efforts in maintaining the Standards of Practice Handbook, innovating and creating ethics educational products for the investment management industry, and helping maintain the integrity of the professional conduct of the organization’s members. Dr. Tan has worked for more than 20 years in the international financial markets, during which time he was involved in financing projects in the oil and gas industry, advised central banks and developmental financial institutions on risk management issues, and ran a global capital market trading operation. Prior to joining CFA Institute, Dr. Tan had an adjunct role with INSEAD, Singapore Management University, and Nanyang Technological University and taught in the areas of ethics and corporate governance. He was also an active volunteer with CFA Institute as a member of its Capital Markets Policy Council. Dr. Tan received a master of science in financial economics degree from the University of London and a master of research degree and a doctorate from the University of Western Australia.
Alison Tarditi is the chief investment officer of the Australian Commonwealth Superannuation Corporation (CSC), which manages the pension assets of Australian Commonwealth Government civilian employees and members of the defense forces. Previously, she served as the director of equity strategy at Citigroup in Australia and as the head of research and quantitative asset allocation strategies for BT Funds Management, where she co-managed a tactical asset allocation overlay product for domestic and international clients. Ms. Tarditi has also served as the head of the Financial Conditions Section in the Economic Research and Analysis Department of the Reserve Bank of Australia. She is the chair of the long-term investing councils for the World Economic Forum and co-chair of its Long-Term Investing, Infrastructure, and Development Council. Ms. Tarditi is a director on the board of Regnan, chair of the Investment Advisory Board and a director on the Eastern Territorial Advisory Board of the Salvation Army in Australia, a director on the Foundation Board and Finance Committees of the Art Gallery of New South Wales, and a member of the Future of Finance Advisory Council of CFA Institute. She has a first class honors degree and a University Medal from James Cook University and a master of science degree from the London School of Economics.
Mario A. Therrien, CFA, is senior vice president at Caisse de dépôt et placement du Québec (CDPQ), where he oversees the team responsible for investments in external hedge funds and public equity funds, in addition to applying an integrated management approach to the Growth Markets mandate. His mandate consists of adding value by building portfolios with the best external managers while improving CDPQ’s in-house management through the sharing of knowledge and expertise. Mr. Therrien is a trustee of the Standards Board of Alternative Investments. He holds a bachelor’s degree in economics and a master’s degree in finance from Université de Sherbrooke.
Bruce Tomlinson, CFA, is manager, hedge funds and alternative strategies, which is an alternative investment program he established, at Sunsuper. He has also served as portfolio manager, Australian equities, at Sunsuper. Mr. Tomlinson has over 26 years of investment experience, including the past 18 years as a portfolio manager. Previously, he was a statutory fund manager and portfolio manager at AMP Capital Investors, where he helped manage both long-only and hedge fund strategies. Mr. Tomlinson has also served as head of performance measurement at Henderson Global Investors and AMP Asset Management and as a performance analyst at State Street. He was a founding director of the CFA Society Sydney, and he serves on the investment committees of the NSW Cancer Council and the Future Generation Investment Company. Mr. Tomlinson earned a bachelor of architecture degree from the University of Western Australia, a master of business administration degree from The Ohio State University, and a postgraduate certificate in management from the Macquarie University Graduate School of Management.
Roger Urwin, FSIP, is global head of investment content at Willis Towers Watson and the cofounder of the Thinking Ahead Group. Previously, he served as global head of investment at Towers Watson. Mr. Urwin also headed the investment practice at Mercer and led the business development and quantitative investment functions at Gartmore Investment Management. His investment innovations include the origination of target date defined contribution funds, the risk budget framework, and the governance budget framework for assessing asset owner organizational effectiveness. Mr. Urwin is also the author of a number of papers on asset allocation policy, manager selection, and governance and sustainability. He is an advisory director to MSCI and served on the CFA Institute Board of Governors. Mr. Urwin is a Fellow of the Institute of Actuaries and holds a bachelor’s degree in mathematics and a master’s degree in applied statistics from Oxford University.
Andreas Vogelsanger is CEO of Asia Frontier Capital (Vietnam) Ltd. He has over 25 years of wide-ranging experience with leading institutions in the finance industry. Previously, Mr. Vogelsanger was a founding partner and chairman of a small corporate finance boutique in Bangkok, and he has worked for investment banks, hedge funds, and private banks in Zurich, Geneva, London, Hong Kong, and Singapore. He has a passion for finding the best value solutions for clients and tailoring an optimal investment proposition. Mr. Vogelsanger was awarded an AMP diploma from the Wharton School of the University of Pennsylvania and holds the CEFA (Certified European Financial Analyst and Portfolio Manager) and FRM (Financial Risk Manager) designations.
Haiyan Wang is managing partner of the China India Institute, a Washington, DC- based research and advisory organization with a focus on the transformational rise of emerging markets, especially China and India, and implications for key stakeholders. She has also served as an adjunct professor of strategy at INSEAD. Ms. Wang co-writes a regular column for Bloomberg Businessweek and articles for the Harvard Business Review online. She is the co-author of three books: The Silk Road Rediscovered, Getting China and India Right, and The Quest for Global Dominance (Second Edition). A contributing editor for the Chief Executive magazine, Ms. Wang has also written opinion pieces that have appeared in leading international media, and she has been interviewed frequently by prominent business media outlets. She has also been named a “New Guru” by the Economic Times and was ranked by Thinkers50 as “one of the world’s most influential management thinkers” in 2017. A native of China, Ms. Wang has spoken at major conferences including Summer Davos, The Economist, Foreign Affairs, TEDx, CNN Expansión, Brookings Institution, Asia Society, and Global Peter Drucker Forum events and at corporate forums in the United States, Europe, Asia, and Latin America.
Malcolm White, CFA, is a portfolio manager and technology, media, and telecommunications specialist at Signature Global Asset Management, a division of CI Investments. He has over 21 years of investment experience and started his career as a software developer. Mr. White has consistently been voted as one of Canada’s top 50 money managers in the Brendan Wood survey, and the fund he comanages won the 2017 Lipper Fund Award as the Best Global Fund in Canada. He recently completed a part-time program in artificial intelligence at a local Toronto university, where, for his capstone project, he created a machine learning application that reads financial transcripts and automatically determines investor sentiment. He holds a BA from Queen’s University.
Serina Wong is the global sector leader of Korn Ferry International’s wealth management sector within the firm’s global financial market and also serves as the regional sector leader for asset management in the Asia-Pacific region. In these roles, she leverages her wealth of financial industry experience and relationships across all levels and business functions, providing market insight to clients and candidates alike, from the buy side to the sell side. Ms. Wong has significant experience in senior executive search, with a focus on asset and wealth management companies, Chinese joint ventures, and multinational banks with a presence in Asia. Prior to specializing in asset and wealth management, she concentrated on senior searches in the capital markets area. Previously, Ms. Wong worked at Reuters, where she was the major accounts manager of the focus account group covering international financial institutions in Greater China. She has also served as the business development manager for the Thomson Financial sales and trading group. Ms. Wong has a bachelor’s degree in information engineering from the Chinese University of Hong Kong and a graduate certificate in administration and management from Harvard University.
Claudia Zeisberger is an INSEAD Senior Affiliate Professor of decision sciences and entrepreneurship and family enterprise; she is also the founder and academic director of INSEAD’s Global Private Equity Initiative. Before joining INSEAD, she worked in investment banking. Appointments by private equity firms and regulators and work with institutional limited partnerships, family offices, and sovereign wealth funds globally have led to Professor Zeisburger’s involvement in cross-border investment discussions, especially between European and Asian counterparts. The author of Mastering Private Equity: Transformation via Venture Capital, Minority Investments, and Buyouts and Private Equity in Action: Case Studies from Development and Emerging Markets, she also teaches private equity and venture capital, corporate turnaround, and risk management. She has been nominated repeatedly for the Best Teaching Award in her private equity elective and has received the “Dean’s Commendation for Excellence in MBA Teaching” for nine years. Professor Zeisberger has worked with clients across Asia and continues to advise institutional investors, Asian family offices, sovereign wealth funds, and regulators on financial market dynamics, risk management, and private equity issues. She is a founding committee member of the Financial Women’s Association of Singapore and was previously on the board of the Singapore Venture Capital & Private Equity Association.
Lei Zhang is the founder, chair, and CEO of Hillhouse Capital Management Group, a company that focuses on long-term equity investing in the consumer, technology, business services, and health care sectors and manages assets on behalf of institutional clients. He is a governing board member of the China-United States Exchange Foundation and serves on the Hong Kong Financial Services Development Council and the Steering Group on Financial Technologies. Mr. Zhang has served as co-chair of the B20 China Employment Taskforce and the B20 Germany Employment and Education Taskforce. He is a trustee of Yale University, co-chairman of the Yale Asia Development Council, and vice chairman and a trustee of the board at Renmin University of China. Mr. Zhang received his BA in economics from Renmin University of China and earned an MBA and an MA in international relations in from Yale University.