Preliminary - Subject to change
The Chinese Finance Association 27th Annual Conference
The Challenges and Opportunities of Economic Recovery and Financial Investment in the Post Pandemic Era
Online Conference
November 5th-7th, 2021
We cordially invite you to join the 27th TCFA Annual Conference. This TCFA signature event provides an outstanding platform for industry leaders, academic experts, regulators, and TCFA members to share thoughts on the latest developments in the global economy and financial markets. This year’s conference features a number of top experts and thought leaders, who will focus their discussions on four particular topics:
l How the US and world economy recover and develop after the pandemic?
l What are the opportunities and strategies of investing in US and China?
l What are the most promising technologies in the future, and how to invest in them: Fintech, ESG, EV, SPAC, etc.
In light of ongoing public health concerns, the 27th annual conference will take advantage of technological advancements by taking place online over two days, streaming across international platforms, time zones, and national boundaries.
TCFA真诚邀请您参加第27届TCFA金融年会。今年我们有幸请到多位金融界顶尖学者与行业专家,一齐探讨当下热门主题:后疫情时代美国和世界经济展望;中美投资的机遇与策略;未来金融与科技的融合。
Conference Registration (会议注册)
TCFA Member (Free)
Please register the conference here
Non TCFA Member ($40)
Please register as a TCFA member here.
Please note you still need to register for the conference using the first link with the TCFA email.
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Prominent Keynote Speakers
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Andrew Yang, Former US Presidential and NYC Mayoral Candidate
Jason Furman, Aetna Professor of the Practice of Economic Policy, Harvard Kennedy School; Prior top economic advisor to President Obama
Robert McCooey, Senior Vice President of Listing Services, Nasdaq
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Conference Agenda and Speakers
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(Agenda schedule may subject to minor adjustments)
November 5th, Friday Evening
7pm – 9pm Financial Careers in US & China, Recruiting Session
Moderator: David Zhong, AIG
November 6th, Saturday Morning
8:30am – 8:40am WELCOME ADDRESS
Dr. Hui Fan, President-Elect, TCFA; Director, AIG
8:40am – 9:10am KEYNOTE ADDRESS
Andrew Yang, Former US Presidential and NYC Mayoral Candidate
Introduced by Angelene Huang, Founder of Chinese Coffee Club
9:10am – 10:00am SESSION 1: Fintech
Moderator: Shawn Fan, Portfolio Manager, Legal & General Investment Management America
Jerry Wang, Founder and CEO, Haitou Global
George Cao, Co Founder and CEO, AscendEX
Nan Yang, Deputy General Manager, ZhongAn Insurance (众安保险)
10:00am – 10:45am SESSION 2: SPAC Panel
Moderator: Jeff Zhang, Partner, Orrick
Richard Li, CEO of HHL Acquisition SPAC
Kai Xiong, Partner at Keywise Capital Management
Melanie Chen, Partner at UHY
Taylor Zhang, CEO of Ascendant Global Advisors
10:45am – 11:15am KEYNOTE ADDRESS
Robert McCooey, Senior Vice President of Listing Services, NASDAQ
Introduced by Jason Wei, Associate Dean of Tsinghua Institute of Fintech Research
11:15am – 12:00pm SESSION 3: GLOBAL ECONOMIC OUTLOOK
Moderator: Wenzhe Zhao, Senior Economist, Credit Suisse
Jonathan Pingle, Chief US Economist, UBS
David Woo, Founder, David Woo Unbound
James Sweeney, Chief Economist and Regional Chief Investment Officer for the Americas, Credit Suisse
12:00pm – 12:10pm TCFA By Law Update
David Zhang, President of TCFA, Managing Director at MSCI
November 7th, Sunday Morning
8:30am – 8:40am WELCOME ADDRESS
Hui Fan, President-Elect, TCFA; Director, AIG
8:40am – 9:15am KEYNOTE ADDRESS
Jason Furman, Aetna Professor of the Practice of Economic Policy, Harvard Kennedy School; Prior top economic advisor to President Obama
Introduced by Wenzhe Zhao, Senior Economist, Credit Suisse
9:15am – 10:15am SESSION 4: China Investment Panel
Moderator: Mei Gao, Partner, IDG Capital
Qing Wang (王庆), Chairman of Shanghai Chongyang Investment Management Company, CEO of Chongyang International (Hong Kong) Asset Management Company (重阳投资)
Huiming Qiu (裘慧明), Founder and CEO, Shanghai Minghong Investment Management (上海明汯投资)
Robin Hu (胡志斌), Chairman and CEO, Broad Resources Investment (博润投资)
Xiaotian Hou (侯晓天), Founder, T.H. Capital (天灏资本)
Julia Wu (吴佳青), CEO, MSCI China (MSCI大中华区营运委员会主席)
10:15am – 11:10am SESSION 5: ESG & SUSTAINABLE INVESTMENT
Moderator: Joy Zhang, Executive Director, MSCI
Kammy Tong, Head of US, Wind Information
Baohua Zhu, Former Managing Director of New Energy Vehicles Division, China Science & Merchants Investment Management Group
Xiaoshu Wang, Head of APAC ESG research, Executive Director, MSCI
Yue (Nina) Chen, Ph.D, Executive Deputy Superintendent of Climate Risk, New York State Department of Financial Services
11:10am – 11:50am SESSION 6: GLOBAL INVESTMENT OPPORTUNITIES AND STRATEGIES
Moderator: Dajiang Guo, Senior Managing Director, Co-Head of Investment Banking at Revere Securities
Kyle Wool, President of Wealth Management at Revere Securities
Vuk Jeremic, President of the Center for International Relations and Sustainable Development (CIRSD)
Chuck Clough, Chairman of CLOUGH Capital
11:50am – 12:30pm TCFA Election
Dr. Li Liu, Former President, TCFA; Executive Director, Morgan Stanley
Job Fair
There are a number of companies are planning to recruit at the Annual Conference’s online job fair offered by the Annual Conference, including:
❖ E Fund Management (易方达)
❖ Haitou global (海投)
❖ Wind Information (万得)
❖ ….
To job applicants: please send your resume to tcfa.resume123@gmail.com. We will keep your information in our database and distribute resumes to relevant recruiting firms.
About TCFA
Twenty-five years ago, TCFA was founded as a non-profit organization comprised of professionals, policymakers, and scholars in finance and related fields who have a strong interest in China’s financial and economic development. Today, headquartered in New York City, TCFA has over 8,000 members globally with chapters in Boston, Washington DC, Chicago, Charlotte, San Francisco, Los Angeles, Toronto, London, Paris, Tokyo, Singapore, Beijing, Shanghai, Shenzhen and Hong Kong.
Please visit our website www.tcfaglobal.org for further details including conference agenda, speaker biographies, and job fair information. We want to express our sincere gratitude towards our long-term sponsors, advisers, board, executive team, and volunteers who have helped to make our events possible. We look forward to seeing you at the conference!
Sincerely,
TCFA Management Team
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Prominent Keynote Speakers
-----------------------------------------------
Andrew Yang, Former Presidential Candidate
Jason Furman, Aetna Professor of the Practice of Economic Policy, Harvard Kennedy School; Prior top economic advisor to President Obama
Robert McCooey, Senior Vice President of Listing Services, Nasdaq
--------------------------------------------------
Conference Agenda and Speakers
--------- ------------------------------------------
(Agenda schedule may subject to minor adjustments)
November 5th, Friday Evening
7pm – 9pm Financial Careers in US & China, Recruiting Session
Moderator: David Zhong, AIG
November 6th, Saturday Morning
8:30am – 8:40am WELCOME ADDRESS
Dr. Hui Fan, President-Elect, TCFA; Director, AIG
8:40am – 9:10am KEYNOTE ADDRESS
Andrew Yang, Former US Presidential and NYC Mayoral Candidate
Introduced by Angelene Huang, Founder of Chinese Coffee Club
9:10am – 10:00am SESSION 1: Fintech
Moderator: Shawn Fan, Portfolio Manager, Legal & General Investment Management America
Jerry Wang, Founder and CEO, Haitou Global
George Cao, Co Founder and CEO, AscendEX
Nan Yang, Deputy General Manager, ZhongAn Insurance (众安保险)
10:00am – 10:45am SESSION 2: SPAC Panel
Moderator: Jeff Zhang, Partner, Orrick
Richard Li, CEO of HHL Acquisition SPAC
Kai Xiong, Partner at Keywise Capital Management
Melanie Chen, Partner at UHY
Taylor Zhang, CEO of Ascendant Global Advisors
10:45am – 11:15am KEYNOTE ADDRESS
Robert McCooey, Senior Vice President of Listing Services, NASDAQ
Introduced by Jason Wei, Associate Dean of Tsinghua Institute of Fintech Research
11:15am – 12:00pm SESSION 3: GLOBAL ECONOMIC OUTLOOK
Moderator: Wenzhe Zhao, Senior Economist, Credit Suisse
Jonathan Pingle, Chief US Economist, UBS
David Woo, Founder, David Woo Unbound
James Sweeney, Chief Economist and Regional Chief Investment Officer for the Americas, Credit Suisse
12:00pm – 12:10pm TCFA By Law Update
David Zhang, President of TCFA, Managing Director at MSCI
November 7th, Sunday Morning
8:30am – 8:40am WELCOME ADDRESS
Hui Fan, President-Elect, TCFA; Director, AIG
8:40am – 9:15am KEYNOTE ADDRESS
Jason Furman, Aetna Professor of the Practice of Economic Policy, Harvard Kennedy School; Prior top economic advisor to President Obama
Introduced by Wenzhe Zhao, Senior Economist, Credit Suisse
9:15am – 10:15am SESSION 4: China Investment Panel
Moderator: Mei Gao, Partner, IDG Capital
Qing Wang (王庆), Chairman of Shanghai Chongyang Investment Management Company, CEO of Chongyang International (Hong Kong) Asset Management Company (重阳投资)
Huiming Qiu (裘慧明), Founder and CEO, Shanghai Minghong Investment Management (上海明汯投资)
Robin Hu (胡志斌), Chairman and CEO, Broad Resources Investment (博润投资)
Xiaotian Hou (侯晓天), Founder, T.H. Capital (天灏资本)
Julia Wu (吴佳青), CEO, MSCI China (MSCI大中华区营运委员会主席)
10:15am – 11:10am SESSION 5: ESG & SUSTAINABLE INVESTMENT
Moderator: Joy Zhang, Executive Director, MSCI
Kammy Tong, Head of US, Wind Information
Baohua Zhu, Former Managing Director of New Energy Vehicles Division, China Science & Merchants Investment Management Group
Xiaoshu Wang, Head of APAC ESG research, Executive Director, MSCI
Yue (Nina) Chen, Ph.D, Executive Deputy Superintendent of Climate Risk, New York State Department of Financial Services
11:10am – 11:50am SESSION 6: GLOBAL INVESTMENT OPPORTUNITIES AND STRATEGIES
Moderator: Dajiang Guo, Senior Managing Director, Co-Head of Investment Banking at Revere Securities
Kyle Wool, President of Wealth Management at Revere Securities
Vuk Jeremic, President of the Center for International Relations and Sustainable Development (CIRSD)
Chuck Clough, Chairman of CLOUGH Capital
11:50am – 12:30pm TCFA Election
Dr. Li Liu, Former President, TCFA; Executive Director, Morgan Stanley
There are a number of companies are planning to recruit at the Annual Conference’s online job fair offered by the Annual Conference, including:
❖ E Fund Management (易方达)
❖ Haitou global (海投)
❖ Wind Information (万得)
❖ ….
To job applicants: please send your resume to tcfa.resume123@gmail.com. We will keep your information in our database and distribute resumes to relevant recruiting firms.
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