TCFA Chicago Chapter
4/16/2020
The Chinese Finance Association (TCFA) is a government registered non-profit organization aimed at facilitating the exchange of ideas, knowledge and information on education, research and practice in finance and related areas between the U.S. and China. TCFA seeks to bring together the collective wisdom and expertise of scholars and professionals in an effort to promote the development of capital markets in China. TCFA further seeks to serve as the central venue to service its members in their professional development.
TCFA Chicago Chapter was founded in 2008 and small member gatherings can be traced back even much earlier. Together with TCFA Global and other local chapters, we facilitate communication between our members and various China/US financial institutions. The Chicago Chapter is committed to promoting the exchange of ideas and experiences stemming from education, research, and real-world practices in finance and business, with a strong Chicago flavor of futures and options trading, investing and risk management.
In the past, Chicago Chapter has held various events including the Chinese New Year receptions and talks by experts in the Chinese financial market, government officials and entrepreneurs. In the future, we will continue to organize high-quality events for Chinese and American members, such as seminars, panel discussions, career fairs, and other social events.
Currently, TCFA Chicago core team includes Shawn Fan (Legal & General Investment Management America, Portfolio Manager), Shawn Lu (Hepalink USA Inc, Executive Director and CFO), Yanbo Li (Neuberger Berman, Senior Quantitative Analyst), Ningxin Wang (Bank of America Merrill Lynch, AVP) and Yusheng Qi (Teza Technologies LLC, Head of Asian Research).
More details about the TCFA Chicago Chapter can be found on our WeChat public account: "TCFA-Chicago" and TCFA website. We also welcome you to join our WeChat group for discussion with our members as well as interactive and dynamic information sharing.
Chicago Chapter Team
Chair, TCFA Chicago Chapter
Dr. Shawn Fan is a fixed income Portfolio Manager at LGIMA,an US affiliate of London-based Legal & General Investment Management (LGIM), one of Europe’s largest institutional asset managers and a global investor, with a heritage dating back to 1836 and AUM of over $1.5 trillion (as at 31 Dec 2019). At LGIMA, Shawn is responsible for the custom liability-driven-investment portfolio management and quantitative strategy research on bond asset allocation optimization/smart beta/index rotation.
Before joining LGIMA, he was a Director at Chicago Mercantile Exchange (CME) Group where he led a quant team to build up quantitative analytics. He prototyped a margin model for clearing cross currency interest rate swap. Prior to CME, he was an Associate Director at UBS as a desk quant for Latin America emerging market structured product trading and interest rate derivative trading.
Shawn holds a Ph.D. in Computer Science from the University of Wisconsin-Madison, and a M.S. in Mathematics in Finance at NYU Courant Institute of Mathematical Sciences. His Chinese translation of book “Monte Carlo Methods in Financial Engineering” was published by Higher Education Press in 2013. Since Jun/2018, Shawn has been serving as the Chairman of The Chinese Financial Association (TCFA) Chicago Chapter. He has been a long-time TCFA member and was the CTO of TCFA for a few years before he moved to Chicago.
Vice Chair, TCFA Chicago Chapter
Shawn Lu is currently Executive Director and CFO at Hepalink USA, responsible for over 10 M&A in North America and Europe. Mr. Lu has over 25 years of experience in IPO, financial restructuring, overseas listing, M&A, credit and investment management. He has a deep understanding in global capital market. Mr. Lu has designations of Canadian Investment Manager and China Certified Public Accountant.
Chief Operating Officer, TCFA Chicago Chapter
Yanbo Li, CFA, Vice President, is a Senior Quantitative Analyst in Neuberger Berman, an employee-owned asset management firm with AUM over $300 billion. At Neuberger Berman, Yanbo is responsible for assisting in managing the Investment Grade Index Funds and Opportunistic Credit funds. She also works on Fixed Income quantitative analysis and research. Before joining the firm, Yanbo worked for BofA Merrill Lynch and MSCI. Yanbo received her BA in Finance from Peking University of China, Master in Quantitative Finance from Georgia Tech, and her MBA from the Booth School of Business.
Chief Marketing Officer, TCFA Chicago Chapter
Ningxin Wang, FRM, currently works as Assistant Vice President at Bank of America Merrill Lynch. She worked as a quantitative analyst in support of xVA desk. Before joining BAML, Ningxin worked as AVP credit risk analyst for Citibank and audit associate for PricewaterhouseCoopers. Ningxin received her Master degree in Financial Mathematics from The University of Chicago and BA in Finance from Nanjing University. Ningxin also studied at The University of Hong Kong.
Chief Technology Officer, TCFA Chicago Chapter
Dr. Yusheng Qi currently serves as the Head of Asian Research at Teza Technologies LLC, a global asset management firm. At Teza, Dr. Qi is leading the quantitative investment strategy research in Asian futures and stock markets. Before joining Teza, Dr. Qi has interned at Goldman Sachs as a quantitative strategist. Dr. Qi holds a Ph.D. and a M.S. in Ocean Science and Engineering with a minor in Applied Math and Statistics from MIT. He graduated from Tsinghua University with Bachelor of Engineering and Bachelor of Economics degrees in 2010.
Chicago Chapter Advisor Board
Xiaowen Yuan 袁小文
袁小文女士从 1992 年 9 月参与组建并管理中国第一家期货公司,24 年来一直担任期货公司高管。是华泰期货的创始人并担任其总经理。 2011 年担任中信期货董事长,用 1年半时间,带领团队从 20 多名跃升为行业第一,多项指标创行业最好记录,成为市场公认的领军人物之一。
2016 年创办阳富教育咨询有限公司并担任董事长。
袁小文女士获得的荣誉称号有:“中国百位品牌女性人物”、 “中国期货业最具影响力人物”之一,同时被聘为北京大学光华管理学院 MBA 特聘导师和北京大学研究生导师。
Charles Wu 吴琼
吴琼律师是洛克律师事务所芝加哥办公室的合伙人。吴律师在美国大型律师事务所执业15年,主要业务领域包括跨国并购、证券上市,绿地投资,银行融资,商业合同,公司治理等业务。芝加哥大学法学博士。
Partners:
Infusion 51a is a modern investment fund designed to create value through impact investing by leveraging quantitative personalized data within the healthcare sector.
We invest where our leadership team and advisor network can add real value to the growth and development of our target companies. Our current emphasis is in life sciences with a particular focus on precision based technology within biopharmaceutical firms.
We intend for the name Infusion 51a to become synonymous with significant, enduring change at the companies with which we become involved, and to build a strong community of fund investors who subscribe to our mission and consider us a vital part of their investment portfolios
Past Events
11月13日,全美华人金融协会芝加哥分会(TCFA Chicago)荣幸邀请到了申万宏源副总经理、投资总监、策略首席分析师王胜博士作客芝加哥,和大家分享了在中美贸易战大背景下,他对于国内宏观经济和资产投资的见解。
王胜总进行了大约一小时的分析演讲,随后还和到场的观众进行了大约20分钟的Q&A交流。
在本次活动中,王胜博士对中美贸易战、中国经济及A股市场等议题做了精彩的分析。王胜总思维缜密、侃侃而谈,谈吐风趣幽默,还与现场观众进行了深入的交流互动。大家听完讲座后都表示获益匪浅。
活动现场部分照片:
王胜博士现场开讲
Q&A环节讨论热烈
现场观众聆听演讲
本次活动的主办方TCFA Chicago主席Shawn Fan博士亦作了简短的协会介绍
有关这次活动的更多细节,请访问我们的公众号文章
【精彩回顾】滴滴上市及国内新政策对投资的影响
【TCFA Chicago热点沙龙】滴滴上市及国内新政策对投资的影响
【TCFA Chicago热点沙龙】疫情之下的身心健康及对策 ------ 中美抗疫一线专家和医生分享
【TCFA Chicago热点沙龙】瑞幸咖啡财务造假的投资反思与后续影响
【精彩回顾】TCFA Chicago金融职业发展研讨会
【精彩回顾】中国期货市场的发展与展望——永安期货美国行沙龙活动
【精彩回顾】申万宏源副总经理王胜博士芝加哥讲座