Lu Dayin, is the chief information officer of Orient Securities Co., LTD., Party Secretary and chairman of Shanghai Topix Futures Co., LTD. Shanghai Jiao Tong University Business Management doctoral candidate, leading talent in Shanghai. Winner of "Shanghai Leading Talent" in 2017, winner of "Best Leader" of China Futures Corporation and Junding Award of "Leading Leader" of China Futures, winner of "Outstanding Leader" of futures industry of Hexun China Financial Situation List for many years in a row. Winner of "Leading Talents of Shanghai", "Leading Figures of Shanghai Financial Industry" and "Innovative Figures of Shanghai Financial Industry" in 2020. Currently, he is a member of the Personnel Training Committee of China Futures Industry Association, a member of the Fintech Committee of China Futures Industry Association, a member of the Social Responsibility Committee of China Futures Industry Association, a member of the Council of Dalian Commodity Exchange, a member of the Variety committee of Zhengzhou Commodity Exchange, and a member of the China Financial Futures Exchange Trading Commission. Master tutor, School of Statistics, Shanghai University of Finance and Economics; master tutor, School of Economics and Management, Shanghai Tongji University. He entered the securities market in 1994 and served as the head of e-commerce business headquarters of Orient Securities and the deputy general manager of brokerage business headquarters of Orient Securities. In 2009, he joined Topix Futures and led the rapid development of Topix Futures, gradually developing from a small futures company to a large AA futures company in the industry. He has been the chief information officer of Orient Securities since 2021.
University of Edinburgh Business School
Yong Lu, Vice President of Shanghai Data Exchange, Secretary General of Shanghai Data Service Provider Association.
With over 30 years of IT industry experience, responsible for business development, sales management and had other managerial positions in HP, Cisco and Brocade China and Asia Pacific region before entering into data space 5 years ago. Currently is the Vice President of Shanghai Data Exchange and Secretary General of Shanghai Data Service Provider Association. He also plays an active role in communicating with different counties and organizations for big data applications, data exchange and data ecosystem building in the Asia Pacific region and around the world.
Professor John Finch is the dean of the University of Glasgow’s Adam Smith Business School and is a full professor of marking, specialising in business-to-business marketing. His PhD is from the University of Lancaster in Industrial Economics. Under John’s leadership, the Adam Smith Business School has become established among the world’s leading schools, featuring in the Financial Times rankings and with EQUIS, AACSB and AMBA accreditations. The School has introduced innovative, research-led, international degree programmes in FinTech, Data Analytics, Global Business and Behavioural Science. John’s research focusses on the evolution and regulation of business markets, and he has led research projects funded by Leverhulme Trust and Innovate UK in sectors including Industrial Chemistry, Water, Financial Services, and FinTech. John’s research is published in Research Policy, Marketing Theory, and Industrial Marketing Management.
Graduated from Shanghai International Studies University, Nick has over 17 years of experience in financial services industry, with over 10 years of expertise on Anti-Money Laundering & Financial Crime Compliance domain.
Nick has been invited as subject matter expert by regulators, industry associations as well as large financial institutions to conduct trainings and sharing sessions on topics including Anti-Money Laundering & Combating the Financing of Terrorism, Financial Sanctions & Export Control Compliance.
Nick is employed by LexisNexis Risk Solutions as Regional Director of China. He is a member of The Association of Certified Anti-Money Laundering Specialists (ACAMS) and is appointed by Insurance Association of China (IAC) as external consultant for AML courses.
Rishi Nanwani joined abrdn last year as Head of Digital Innovation Group for the Asia Pacific region. Rishi’s role supports the formulation of abrdn’s digital strategy in APAC with a keen focus on Wealth Technology. Prior to abrdn, Rishi has held various senior appointments across financial institutions in Singapore. Overall he has more than 10 years’ experience in the financial services sector across products, services and banking organisations. Through a client-led model and our market leading position in the UK, we partner with our clients in the APAC region and empower them with digital investment capability through our in-house and partner solutions.
Yang Wei, General Manager of the Digital Finance Department of Haitong Securities, has many years of experience in the financial industry and has been engaged in securities management positions for more than 15 years, and has created Haitong Securities' "eHaitongCai" Internet wealth management product and digital platform, which has maintained leading industry rankings in many business data. He is currently responsible for the research of digital development trends of the company's wealth management line, the planning and construction of the wealth management client platform, and the integrated trading services for institutional clients, etc. He cooperates with various internal and external organizations of the group, such as funds, futures, and three-party platforms, and carries out innovative exploration in the fields of digital operation and data asset application.
Yin Ge is a partner with Han Kun Law Offices and she heads up the firm’s cross-border investment management practice. She is a renowned legal expert on asset management and financial services in China. Yin used to work at Clifford Chance LLP and Allen & Overy LLP for over 10 years. Yin obtained an LL.M. degree from Cornell Law School. She is admitted to the New York State Bar and PRC Bar.
Yin has extensive experience in representing international asset managers, financial institutions, central banks, sovereign wealth funds and trading platforms on various cross-border investment initiatives. As a leading expert in the asset management industry, Yin has also been deeply involved in advising on legislation and regulation of China's asset management and financial services sectors.
Yin is an Asia-Pacific Leading Counsel recognized by Legal 500 for Investment Funds and Banking & Finance areas. She is named as China’s Top 15 Asset Management Lawyers for 2021 by LEGALBAND, China’s Best Female Lawyers for 2021 by Asian Legal Business/ALB and LEGALBAND respectively.
Yin is a frequent lecturer and speaker on cross-border investment management, financial regulatory reforms, opening up of China’s financial markets and various financial innovations. She is a CaiXin columnist.
Yin is also active to take social responsibilities beyond legal career. She is the co-founder of HerValue, China’s largest mutual assistance platform to advance women's representation and development in the broader finance and asset management industry in China. She also sits on the board of Teach for China, which is the most influential charity organization in China to promote education in Chinese rural areas.
Fei Zhang is currently Executive Director of corporate development at Santander Asia Pacific, looking after the strategic partnerships and investments of Santander Group in the region. Prior to this role, he was the North Asia Head for SC Ventures of Standard Chartered Bank. He is an international senior executive in the financial services industry having 18+ years professional experience. His career spans across corporate venture building, strategic investments and partnerships, VC investments, strategic consulting on digitalization and driving digitalization change in large FSI groups. He has worked across France, Germany, Singapore and China. In his current role, he manages SC Ventures’ activities in North Asia across 3 pillars: VC investments, venture and joint-venture incubation and digitalization through Fintech engagement.
Before joining SC Ventures, Fei spearheaded the global Blockchain activities of Allianz Group and co-founded the B3i Inc, an enterprise Blockchain based global reinsurance contract management platform. He served as Chief Operating Officer of B3i and was mainly responsible for strategy formulation, business planning and operations management.
Fei’s career started in the Paris office of BearingPoint, servicing insurance and telecom clients and he has taken several roles in disruptive innovation in telecom, high-tech, and insurance industries (Singapore Telecom, Dell and Allianz Group) since 2011. Innovations spearheaded by Fei include AI, WebRTC, Big Data, Blockchain, where Fei has played the roles of technical research, business case, and program management.
Fei graduated from MBA program of INSEAD in 2011 and also holds a Bachelor in Electronic Engineering from Shanghai Jiaotong University, as well as Diplome d’Ingenieur from Centrale-Supelec in France.
Mr. Huang is a thinking entrepreneur. With his rich knowledge, strict logic and innovation and development ability, the team led by him has created a number of firsts in the IT construction of China's securities industry. The continuous 20 years of industry accumulation and the enterprise value orientation of excellence. As a result, Tongxin online market trading software is widely praised in the industry for its high stability, high energy, high security, smooth and efficient terminal operation. Among them, Tongxin software leads the securities industry in the world with its high concurrency of single background and its front and back processing capacity. Statistics from China Securities Regulatory Commission show that Tongxin software ranks first in domestic online market and trading of securities.
Dr Terry Meng (UK)
Deputy Secretary-General of Shanghai Internet Finance Industry Association
Executive Deputy Director of Shanghai Soft Science Research Base - Shanghai Institute of Technology and Finance, Shanghai University
Brief introduction:
Special expert of Shanghai Financial Industry Association, Shanghai science and technology entrepreneurship mentor, IBM Smart Campus entrepreneurship mentor, elected to Shanghai science and technology expert Database. Long-term tracking research on the development of fintech and technology finance, and field research of nearly 100 related enterprises. Presided over or participated in a number of related provincial and ministerial level projects and horizontal projects, published dozens of journal papers and column articles.
Vicky (Xiaotian) Mao is the General Manager of Bite, China, and a core member of Bite’s founder team. Bite is a global financial technology company that provides software-as-a-service (SaaS) to alternative asset managers and enhances connectivity to investors. Bite has offices and customers globally, in Asia, Europe, North and South America, and Australia.
Vicky joined Bite in 2019 from VCP Apex, where she rose to Managing Director and Partner and in 2017 moved from London to Shanghai to open and build out VCP Apex’s China business. VCP Apex owns the majority shares of Bite Investments. VCP Apex is a provider of financial, advisory and capital-raising services for corporate and fund manager clients. The VCP Apex team has completed over 70 mandates, advising on over $20bn alternative transactions.
Before VCP Apex, Vicky worked for Standard Bank in Hong Kong having previously spent a number of years at PwC. She has an MBA from Said Business School, University of Oxford.
Qu Feng, DBA PhD candidate, Master of Finance (NTU), Bachelor of Law. Director of the Board of Directors of Dentons Shanghai, Director of the Financial Department, leader of the financial industry of Dentons China and the financial leader of Dentons Shanghai Bank, he has the qualifications of Chinese lawyers, foreign lawyers in Singapore, independent directors of listed companies and securities, futures and fund practitioners. Mainly engaged in financial and capital market business, participated in regulatory compliance, regulation formulation, legislative research and judicial discussion for many times. Familiar with the trading settlement rules of various exchanges, securities and futures supervision and compliance system, serves as legal counsel and member of expert committee of several exchanges. He is also a case expert of procuratorial organs (DI02661), Deputy Director of Financial Instruments Committee of Shanghai Law Association, adjunct Professor of Shanghai University of International Business and Economics, graduate supervisor of Graduate School of Graduate Education of East China University of Political Science and Law, Director of Financial Law Research Institute of Shanghai Law Society, etc. Chambers, Legal 500, Best Lawyers, China Business Law Journal, CBLJ Commercial Law, Financial Times(FT), China Law & Practice(CLP) awards and honors.
Shen Yantao, partner and head of trading solutions in QuantinfoTech, is responsible for the company's system strategy construction, especially the development of fixed income market quantitative trading and investment direction strategy. Prior to that, Mr. Shen worked for Morgan Stanley, Tianfeng Securities and Minsheng Bank, where he was engaged in model development and strategic trading of cross-asset financial products. His work focuses on asset pricing and risk-free arbitrage between interest rate, exchange rate, equity, credit and other markets. Mr. Shen graduated from Stanford University in 2008 and his research direction is asset pricing theory. Chartered Financial Analyst (CFA) certificate.
Ms. XIE Si joined the HSBC Group in 2017. Participated in the transformation and upgrading project of HSBC's wealth management business in Mainland China in 2019; Currently, he is the head of HSBC Leaf Venture Capital and HSBC Fintech wealth planning, leading the digital omnichane wealth planning journey from design to implementation, to provide customers with professional wealth planning and wealth management services, wealth management product strategy and value proposition in the whole life cycle.
Born in Guangzhou, Ms. Sheth received her bachelor's degree in mathematics and statistics from Oxford University, UK, and then worked in Canada, Hong Kong and China for nearly 16 years. Prior to joining HSBC, he worked at Moody's Analytics, Manulife Financial Group, Mandi Bank Life, and Unitus Insurance Company, where he served as an actuary, head of Product Department, and head of regional life and investment business development. He has rich experience in wealth planning and integrated finance, innovative business strategy and insurance business.
Ms. Shays is a member of the Board of Directors of the North American Institute of Actuaries and holds full membership of the North American Institute of Actuaries and the Canadian Institute of Actuaries.
Ye Chengkun
EMBA of Guanghua School of Management, University of Hong Kong/Peking University; FMBA of Sophia University, Silicon Valley; pioneer in wealth management innovation; Special guest lecturer of Global Chinese Financial Conference TCFA; Chairman of Creation 1000 Summit; founder of Alibaba Alumni organization -- Beijing Orange Association. Since 2014, he founded Homer International. Actively participate in charity and public welfare activities. I have participated in four consecutive "good Doers" public welfare activities, passing on good deeds by walking and collecting donations by actions, bringing hope to children in mountainous areas. Assist Central Primary school in Pingshun County, Shanxi Province.
Yang Yu is the Founder and CEO of Yu Yuan Technology, a financial technology firm incubated by Redington. Additionally, he serves as the former Council Member of IFoA (Institute and Faculty of Actuaries), Expert Lecturer of Insurance Asset Management Association of China, Member of Digital Asset Management Committee at China Insurance Assets Registration and Trading System Co., LTD. Over the last 15 years, Yang has provided professional consulting and technology services on asset liability management, asset allocation, financial planning, risk control and compliance for pension funds, insurance companies and other institutional investors globally with total asset value over 7 trillion RMB. Yang earned his BA and MA degrees in Mathematics at the University of Cambridge, MSc in Actuarial Science at Bayes Business School, and Fellow of the Institute of Actuaries (FIA) in 2011.
Mr. Feifei Zhang is Greater China CEO of FNZ, covering business development in Mainland China and HK. FNZ is a leading WealthTech company in the world with AuA over 1.6 trillion USD across UK, Europe, US, Asia and Australia.
Before joining FNZ, Feifei held various senior roles at Standard Life, Deutsche Bank, and Aviva Group in the UK. In China and HK, he was Actuarial Practice Lead at KPMG, Managing Director at Fosun Group, and Founding Partner of a Private Fund Management company in Shanghai. He has extensive and global experience in asset liabilities management, risk management, wealth and investment, as well as FinTech.
Feifei graduated from Shanghai University of Finance and Economics and held a master degree in International Accounting and Finance from LSE. He qualified as a UK actuary in 2015 and sat on the Council of Institute and Faculty of Actuaries between 2014 and 2017. He advised CBIRC and HK IA on insurance regulatory and capital regimes; and was a guest lecturer for Insurance Asset Management Association of China.
Zhou Jianjun is currently in charge of the Information Technology Department of China Universal Asset Management Co., LTD., member of the Securities Sub-technical Committee of the National Financial Standards Technical Committee, expert of the Inspection and Certification Professional working group of the Securities and Standards Commission, member of the Financial Technology Professional Committee of the Shanghai Asset Management Association.