The TCFA Story

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Our history, our community, our shared future.

Annual Conference
Host: TCFA. Co-host: Fordham — Gabelli School of Business.

Investing in the
AI Era

TCFA 32nd Annual Conference

November 7–8, 2026

Join a free online program on Saturday evening (Eastern Time) and a full-day conference in New York City on Sunday, focused on AI, finance and the future of investing.

Join leaders from finance, technology and academia, online and in New York City.

Explore the program

Saturday evening Online

November 7

8:00 PM–10:45 PM Eastern Time (EST)
Sunday, November 8 · 9:00 AM–11:45 AM Beijing Time (UTC+8)

Zoom and live broadcast

Sunday New York City

November 8

8:15 AM–5:00 PM Eastern Time (EST)
Fordham University School of Law

Lunch, coffee and light breakfast included

$70 Early bird

Get Sunday tickets

Early bird through November 2, 11:59 PM EST. Regular admission $100. All prices in USD.

Distinguished keynote speakers

Perspectives on a changing financial world.

Shan Li

Shan Li

Member, United Nations Investments Committee
Chairman of Japan, Asia North & Australia, Citi
Founder, 3TU Technologies

Ryan Hanrui Wang

Ryan Hanrui Wang

Co-founder & CEO, Eigen AI; SVP, Applied AI, Nebius

The Class of 2007:
A PKU Mathematics Reunion

PKU Mathematics Feature Panel

A conversation on foundational mathematics, talent and the future—from academic discovery to the AI era.

Yu Deng

Yu Deng

2026 Fields Medalist Professor, the University of Chicago

Weijie Su

Weijie Su

2026 COPSS Presidents’ Award Professor, The Wharton School of the University of Pennsylvania

Changping Wang

Changping Wang

Former Dean, School of Mathematical Sciences, Peking University; Former President, Fujian Normal University

Lillian Lin

Lillian Lin

Moderator; Portfolio Manager, Wellington Management

Distinguished speakers

Alphabetized by first name, then last name

An Yan

An Yan

Robert Bendheim Chair Professor in Economics and Financial Policy, Fordham Gabelli School of Business

Argyro Tasitsiomi

Argyro Tasitsiomi

Head of AI, T. Rowe Price

Atlas Wang

Atlas Wang

Research Director, XTX Markets; Associate Professor, The University of Texas at Austin

Ben Cui

Ben Cui

Founder & Chief Executive Officer, Sweet Intelligence

Chiheng Tan

Chiheng Tan

Founder & CIO, Granite Alpha Capital

Daisy Cai

Daisy Cai

General Partner, B Capital

Dan Wang

Dan Wang

China Director, Eurasia Group

Danye Wang

Danye Wang

Managing Partner, UniGlobe Capital

Dapeng Hu

Dapeng Hu

Managing Director, Head of Research and Risk Analytics, PennyMac

Emily Yan

Emily Yan

Head of Portfolio Strategy, Citadel Global Equities

Eugene Zhang

Eugene Zhang

Co-founder, TSVC

Gregory Daco

Gregory Daco

Chief Economist, EY-Parthenon

Henry Mo

Henry Mo

Chief Economist & Head of Market Strategy, Corebridge Financial

Howard Zhu

Howard Zhu

Managing Director, Head of Analytics for the Americas, MSCI

Huihua Ye

Huihua Ye

Partner, AYD Law Firm, P.C.

Jerry Yang

Jerry Yang

AI Builder; Former CEO, StarRides

Jianbiao Dai

Jianbiao Dai

Chairman & CEO, NetClass Technology

Jinlin Wang

Jinlin Wang

General Partner, Foothill Ventures

Joy Zhang

Joy Zhang

Managing Director, Head of Securitized Products Solutions Research, MSCI

Kathryn Zhao

Kathryn Zhao

Professor of Cryptocurrency and Blockchain Technology & Board Member, S.C. Johnson Graduate School of Management, Cornell University

Kesi Wang

Kesi Wang

Digital Infrastructure & Securitized Credit Trading, Bank of America Merrill Lynch

Larry Li

Larry Li

Founder & Managing Partner, Amino Capital

Maggie Wang

Maggie Wang

Founder & Managing Partner, Anoris Capital

Marc Giannoni

Marc Giannoni

Chief U.S. Economist, Barclays

Mark Patrick

Mark Patrick

Managing Director, Head of Macro & Country Risk and Credit Risk, TIAA

Muting Ren, CFA

Muting Ren, CFA

Head of Systematic Credit, American Century Investments

Sachin Jindal

Sachin Jindal

Partner & Managing Director, Tower Research Capital

Shawn Fan

Shawn Fan

CEO, Ruidi Bio-Tech

Susan Song

Susan Song

Founding Partner, Innovative Journey Law Group, PLLC

Tracy Chen

Tracy Chen

Portfolio Manager, Brandywine Global

Wen Li

Wen Li

Head of Engineering and AI, Asset Management, Moody’s

Wenzhe Zhao

Wenzhe Zhao

Economist & Strategist, Progressive Capital Management

Xi Chen

Xi Chen

Managing Director & Head of AI for Electronic Markets, J.P. Morgan

Xiangrong Yu

Xiangrong Yu

Chief China Economist, Citi

The program schedule

Saturday, November 7

Virtual · 8:00 PM–10:45 PM Eastern Time (EST)

Eastern Time (EST, UTC−5) first · Beijing Time (UTC+8) second.
All Beijing times below fall on Sunday, November 8.

Host / MC

  • Yiwei Liu
    Yiwei LiuBoard Director, TCFA
  1. Opening Remarks

    • Wen Li
      Wen LiHead of Engineering and AI, Asset Management, Moody’s
  2. Keynote

    • Shan Li
      Shan LiMember, United Nations Investments Committee; Chairman of Japan, Asia North & Australia, Citi; Founder, 3TU Technologies
  3. The Class of 2007: A PKU Mathematics Reunion

    • Yu Deng
      Yu Deng2026 Fields Medalist; Professor, the University of Chicago
    • Weijie Su
      Weijie Su2026 COPSS Presidents’ Award; Professor, The Wharton School of the University of Pennsylvania
    • Changping Wang
      Changping WangFormer Dean, School of Mathematical Sciences, Peking University; Former President, Fujian Normal University
    • Lillian Lin
      Lillian LinModeratorPortfolio Manager, Wellington Management
  4. The AI Supercycle: A Global Economic Outlook I

    • Dan Wang
      Dan WangChina Director, Eurasia Group
    • Wenzhe Zhao
      Wenzhe ZhaoModeratorEconomist & Strategist, Progressive Capital Management
    • Xiangrong Yu
      Xiangrong YuChief China Economist, Citi
  5. China's AI Economy: Innovation, Commercialization and Investment Value

    • Jerry Yang
      Jerry YangAI Builder; Former CEO, StarRides
    • Shawn Fan
      Shawn FanModeratorCEO, Ruidi Bio-Tech
  6. Closing Remarks

Sunday, November 8

In person · Fordham University School of Law

All Sunday times are Eastern Time (EST, UTC−5).

Hosts / MCs

  • Joy Zhang
    Joy ZhangManaging Director, Head of Securitized Products Solutions Research, MSCI
  • Yiwei Liu
    Yiwei LiuBoard Director, TCFA
  1. Registration & Breakfast

  2. Opening Remarks & Fordham Welcome

    • An Yan
      An YanRobert Bendheim Chair Professor in Economics and Financial Policy, Fordham Gabelli School of Business
    • Wen Li
      Wen LiHead of Engineering and AI, Asset Management, Moody’s
  3. Keynote

    • Ryan Hanrui Wang
      Ryan Hanrui WangCo-founder & CEO, Eigen AI; SVP, Applied AI, Nebius
  4. The AI Supercycle: A Global Economic Outlook II

    • Gregory Daco
      Gregory DacoChief Economist, EY-Parthenon
    • Henry Mo
      Henry MoModeratorChief Economist & Head of Market Strategy, Corebridge Financial
    • Marc Giannoni
      Marc GiannoniChief U.S. Economist, Barclays
    • Mark Patrick
      Mark PatrickManaging Director, Head of Macro & Country Risk and Credit Risk, TIAA
  5. AI in Equity Markets: Beyond the Magnificent Seven

    • Atlas Wang
      Atlas WangResearch Director, XTX Markets; Associate Professor, The University of Texas at Austin
    • Ben Cui
      Ben CuiFounder & Chief Executive Officer, Sweet Intelligence
    • Emily Yan
      Emily YanModeratorHead of Portfolio Strategy, Citadel Global Equities
    • Howard Zhu
      Howard ZhuManaging Director, Head of Analytics for the Americas, MSCI
    • Xi Chen
      Xi ChenManaging Director & Head of AI for Electronic Markets, J.P. Morgan
  6. Lunch & Networking

  7. Navigating U.S. Immigration: Key Updates and Practical Strategies (Lunch Q&A)

    • Huihua Ye
      Huihua YePartner, AYD Law Firm, P.C.
    • Susan Song
      Susan SongFounding Partner, Innovative Journey Law Group, PLLC
  8. Private Markets & AI: Venture, Growth Equity & Private Credit

    • Daisy Cai
      Daisy CaiGeneral Partner, B Capital
    • Danye Wang
      Danye WangManaging Partner, UniGlobe Capital
    • Eugene Zhang
      Eugene ZhangCo-founder, TSVC
    • Larry Li
      Larry LiFounder & Managing Partner, Amino Capital
    • Maggie Wang
      Maggie WangModeratorFounder & Managing Partner, Anoris Capital
  9. Financing the Build-Out: Credit Markets & the Data Center Boom

    • Kesi Wang
      Kesi WangModeratorDigital Infrastructure & Securitized Credit Trading, Bank of America Merrill Lynch
    • Tracy Chen
      Tracy ChenPortfolio Manager, Brandywine Global
  10. Alpha from Algorithms: Quant, AI & the Future of Trading

    • Argyro Tasitsiomi
      Argyro TasitsiomiHead of AI, T. Rowe Price
    • Kathryn Zhao
      Kathryn ZhaoProfessor of Cryptocurrency and Blockchain Technology & Board Member, S.C. Johnson Graduate School of Management, Cornell University
    • Muting Ren, CFA
      Muting Ren, CFAModeratorHead of Systematic Credit, American Century Investments
    • Sachin Jindal
      Sachin JindalPartner & Managing Director, Tower Research Capital
  11. Closing Panel: AI Applications and Investment

    • Chiheng Tan
      Chiheng TanFounder & CIO, Granite Alpha Capital
    • Dapeng Hu
      Dapeng HuModeratorManaging Director, Head of Research and Risk Analytics, PennyMac
    • Jianbiao Dai
      Jianbiao DaiChairman & CEO, NetClass Technology
    • Jinlin Wang
      Jinlin WangGeneral Partner, Foothill Ventures
    • Sean Da
      Sean DaChairman & CEO, AMC Robotics
  12. Following the conference

    TCFA Board Election

Program subject to change.

Venue & directions

Fordham University School of Law
150 W 62nd Street
New York, NY 10023
Get directions

Before you arrive

Bring a photo ID. Your legal name must match your ID for campus entry; your preferred name will appear on your badge.

Use a different attendee email for each ticket. Already registered for Saturday? You can still buy a Sunday ticket—contact us to link your registrations.

Joining online?

The room link and viewing details will be shared with registered attendees. The virtual program will also stream on the TCFA YouTube channel and partner platforms.

Our sponsors

Swiit AI
Fordham — Gabelli School of Business
Recursion
GlobaLink Securities
TSVC
Wind

Media partners

Tencent Finance
Sina Finance
Xueshuo
Wind

Community Alliance

F&E Club
F&E Club
FoodmapNYC
FoodmapNYC
CAST
CAST
AFS — Asian Financial Society
AFS — Asian Financial Society
The Serica Initiative
The Serica Initiative

Be part of the conversation.

For sponsorship and partnership opportunities, contact tcfa.annual@gmail.com.

About TCFA

The Chinese Finance Association (TCFA) is a registered non-profit dedicated to advancing the global finance industry. We connect prominent scholars, professionals, and industry leaders worldwide to share knowledge and best practices in education, research, and finance.

全美华人金融协会(TCFA)是一家正式注册的非营利组织,以推动全球金融业发展为己任。我们汇聚全球顶尖学者、业界精英与行业领袖,共同分享金融教育、研究与实践领域的专业知识和前沿洞见。

Our History

Founded in 1994 in the U.S., the Chinese Finance Association (TCFA) is one of the longest-standing and most successfully run overseas Chinese professional organizations. It is comprised of over 10,000 professionals, scholars, and students in finance and related fields who have a strong interest in the developments of the global financial industry.

Since its founding, TCFA has served as a bridge particularly between the U.S. and China in finance and related fields. TCFA and its 15 worldwide chapters organize and sponsor a broad range of events including the Chinese Capital Market Best Paper Award, Investment Contest, Career Development Workshops, Mentor Program, and various seminars.

全美华人金融协会(TCFA)成立于1994年,是海外华人专业组织中历史最悠久、运作最成功的协会之一。TCFA拥有超过10,000名会员,涵盖金融及相关领域的专业人士、学者和学生。通过遍布全球的15个分会,我们定期举办资本市场最佳论文奖、投资大赛、职业发展工作坊、导师计划及专业研讨会等系列活动。

News & Updates

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