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Speakers
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Dr. Bai Shuo
CTO
Shanghai Stock Exchange
Dr. Bai graduated from Beijing University with a PHD degree in 1990. He has made research in the Department of Mathematics as a post doctor in Beijing University between 1990 and 1992. Dr. Bai has worked in Institute of Computing Technology Chinese Academy of Sciences in different positions including Assistant Research fellow, research fellow, PHD student instructor, Director of research department, Chief Scientist of software. Between 2000 and 2002, he worked in Ministry of Information Industry, participated in building CNCERT/CC. Since 2002, Dr. Bai worked in Shanghai Stock Exchange as Chief Engineer, Assistant to General Manager, Director of Technology Center, and led the major projects of the new transaction system and data warehouse. In 2003, he worked as the Vice Chairman of IT Committee of Securities Association of China and Vice Chairman of Securities Sub-committee of National Financial Standardization Committee.
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Ken Chan 陈肯
Senior Account Director, North Asia, Progress Software
北亚资深客户总监,Progress Software
Ken Chan, Progress's senior account director, has over 15 years' experience in Capital Market with specialties and knowledge of derivatives markets & structured products. He is an expert in Algo Trading solution business, global derivatives & structured products in China, Hong Kong and Taiwan markets.
Ken Chan has successfully brought the best practice on derivatives & Algo Trading in different assets class understanding, transparency and productivity into Chinese Banking, Securities, Futures market communities.
陈肯先生作为Progress高级客户总监,在亚洲资本市场领域拥有超过15年的丰富经验。作为算法交易解决方案专家,他对大陆、香港与台湾地区的衍生品市场与结构性产品具有深刻的理解与专业素养。
陈肯先生曾成功帮助各种不同类型的资产机构部署算法交易的最佳实践,为中国的金融、证券、期货交易所实现高效与透明的业务管理机制。
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范径武
技术总监
恒生电子股份有限公司
范径武先生於1971年出生,先后毕业于上海华东理工大学、浙江大学化学工程硕士。1996年进入公司工作,历任证券行业技术总监、证券事业部副总经理、公司研发中心总经理、公司技术总监、公司副总裁等职,目前主要负责公司技术管理体系和产品管理体系的建设与发展。
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John Fildes
Co-Chair FPL Asia Pacific Regional Committee, and
Director of Strategic Development, GETCO Asia
E. John Fildes is Director of Strategic Development for GETCO Asia, where he is responsible for relationships with exchanges, regulators and market participants across the region as well as driving the company's high-frequency trading and market-making strategies in Asian markets.
Previously he was Managing Director and COO, Asia, of Instinet Pacific, responsible for all the operations of Instinet in Asia including Japan. Prior to joining Instinet in 2006 he was with Morgan Stanley in Hong Kong for 10 years where he held positions as the Head of Equity Marketing and Head of Electronic and Program Trading for Asia-Pacific. Before that he was the Head of MSCI for Asia Pacific and was actively involved in the launch of MSCI futures contracts for Taiwan and Singapore on SIMEX. He is the Co-Chair FPL Asia Pacific Regional Committee, and former Board Member of the Stockbrokers Association of Australia.
Prior to joining Morgan Stanley Mr. Fildes held various positions in Europe with the Financial Times, Standard and Poor's and Reuters.
Mr. Fildes studied Law at the University of Liverpool.
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Dr. Alex, Qing Gao 高青
CTO, HFT Investment Management Co., Ltd.
海富通基金管理有限公司信息技术总监
Dr. Gao serves as CTO for HFT Fund Management Co., Ltd. He is responsible for the entire company's IT infrastructure, information system security, and business systems. Dr. Gao got his Ph.D. from Institute of Mathematics Fudan University in 1998, and has the FRM and the CISSP certificate.
高青现为海富通基金管理有限公司信息技术总监。负责整个公司的IT基础架构、信息系统安全、及业务系统等。 高青於1998年取得复旦大学数学研究所博士学位,并拥有FRM及CISSP证书。
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Shong Gao
General Manager, IT
PICC Asset Management Company Limited, Munich Ergo Asset Management GmbH
Mr. Shong Gao is currently the General Manager IT at PICC Asset Management Company Limited and Munich Ergo Asset Management GmbH. Mr. Gao heads development projects such as trading systems, risk management and rating. Prior to that, he was director of IT Development for Bank Controlling at Apotheker- und Aerzte Bank AG in Düsseldorf. He also worked for E.ON AG in Munich, and KPMG Consulting in Germany.
Mr. Gao obtained his master degree of Business Administration focusing on Banking and Finance, Information Technology ERP from Mannheim University in Germany. He is a native Chinese and German speaker.
高嵩先生现为德国慕尼黑再保险资产管理公司及中国人保资产管理股份有限公司信息技术部总经理。高先生拥有丰富IT管理经验并曾任职德国医药商业银行、德国E.ON 电力股份公司等。高嵩先生亦具咨询之相关经验,于2001年,高嵩先生加入德国毕马威咨询公司,并担任IT-经营管理顾问。
高嵩先生毕业於德国曼海姆大学经济并拥有经济信息专业硕士学位。高先生亦曾留学法国Nizza Sophia Antipolis大学。高先生操流俐德语及英语。
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Ofir Gefen
MD, Head of Research & Liquidity Management
ITG Asia Pacific
Ofir Gefen is Managing Director and Head of ITG’s Research and Liquidity Management Group in Asia Pacific. In this role he oversees client consultation around strategic trading techniques and manages ITG’s world-leading analytics reports and products including ITG TCA and Logic. Mr Gefen has worked at ITG for over 10 years and in this time has developed experience across the regions through roles in product development and execution services in Europe, the US and now Asia Pacific. Prior to joining ITG he worked at Intel for a number of years. He holds a BSc in Information Systems Engineering and an MBA from the UCLA Anderson School of Management.
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Huang Yue
General Manager Assistant of Real Time Information Business Department SSE Infonet Co. Ltd.
Shanghai Stock Exchange
Mr. Huang Yue Joined SSE Infonet in 2004 and now he is the General Manager Assistant of real time information business department. As a project manager, he worked with his colleagues and developed SSE level-2 new data feed based on FIX/STEP Protocol in 2006. In 2008, his team has finished developing the level-2 FAST system and high performance has been achieved. By the end of 2010,there are around 400,000 terminals that are using SSE Level-2 Data.
Prior to joining SSE Infonet, he had worked as a director of R&D department in an Information security company (Wellhope Information Co., Ltd) for 3 years.
Mr. Huang graduated from Beijing University of Aeronautics and Astronautics in 1993, and received his Master degree and Ph.D in Shanghai Jiaotong University (SJTU) in 1995 and 1998. During 1999-2001, he has worked as a post-doctoral fellow in the department of computer science and engineering in SJTU.
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George Jia 贾策
Chief Representative & China Business Manager, Shanghai Representative Office,
Omgeo Ltd.
Omgeo上海代表处 首席代表、中国区经理
George Jia serves as China Business Manager for Omgeo. Mr. Jia is responsible for managing Omgeo’s China business with a focus on Sales, Relationship Management and Industry Relations. He has been with Omgeo since April 2009.
Mr. Jia joined Omgeo from Thomson Reuters, where he headed the China Expert Network business unit, focusing on providing primary research to the hedge fund industry. Prior to moving to the financial services industry, Mr. Jia spent nine years in the semiconductor industry working for Future Electronics, the world’s third largest semiconductor distributor. He held various positions in Montreal, the worldwide headquarters and Shanghai, including Regional Manager for Central China, managing a business with annual revenue over 80 million USD.
Mr. Jia holds a Master’s degree in Business Administration from Concordia University, Montreal, Canada.
贾策现担任Omgeo中国区经理职务,主要负责Omgeo在中国地区的销售、客户关系以及行业关系工作。他于2009年4月加入Omgeo。贾策在加入Omgeo之前就职于汤森路透。他曾担任汤森路透中国专家团的负责人,主要负责开展为对冲基金行业提供直接调研的业务。在转入金融服务行业之前,他在电子元器件行业工作了9年,就职于富昌电子,全球第三大电子元器件分销商。贾策先后就职于富昌电子加拿大全球总部和上海办事处,曾担任中国华东区经理职务,负责管理每年超过8千万美金的业务。
贾策曾就读于加拿大蒙特利尔的Concordia大学并取得工商管理硕士学位。
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Edward Mangles
Regional Director, Asia Pacific, FIX Protocol Ltd and
Director, FIXGlobal
Mr. Edward Mangles is the founder and Publisher of FIXGlobal, the official publication of the FIX Protocol. He has a long history within the financial technology sector and has worked closely with FPL for a number of years. He has supported the organisation’s Asia Pacific committee for the past 10 years, playing a key role in promoting FIX adoption across the region. He has also worked for leading financial publishing and marketing firms in both London and Hong Kong. In March 09 Mr. Edward Mangles was appointed FPL Asia Pacific Regional Director.
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Dean Ashley Owen
China Chief Representative
Newedge Shanghai Representative Office
In addition to his roll as China Chief Representative, Owen also acts as a Senior Advisor to CITIC Newedge Futures Co Ltd, a Shanghai based joint venture futures brokerage company and members of SHFE, CFFEX, DCE and CZCE.
Previous to relocating to China in 2008, Owen worked for Newedge in Singapore. Owen started his career in Tokyo broking currency options for Hatori-Marshalls, before moving to futures and options in 1994 for Credit Lyonnais Rouse. In 1997, Owen moved to Tokai Bank to work as a Senior Dealer and Interbank Marketer on Yen Fixed Income based in Singapore before moving back to Tokyo to work for Yagi Euro Nittan on Yen Swaps. In 2002, Owen moved back to futures for Carr Futures as Head of Sales, S.E. Asia where he remained through the legacy firm's transformation into Calyon Financial, and now the current Newedge. Owen brings almost 20 years experience in both buy and sell side covering a variety of asset classes.
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Lisa Taikitsadaporn
Managing Partner, Brook Path Partners, Inc.
Member, FPL Global Technical Committee Governance Board
Chair, FPL Fixed Income Technical Subcommittee
Ms. Taikitsadaporn is well respected for her knowledge on issues relating to electronic trading, connectivity and FIX implementation. In 2001, she co-authored the FIX Protocol Fixed Income Gap Analysis that is the foundation of the FIX 4.4 fixed income specification. She is an active participant in the FIX Protocol community, chairing the Global Fixed Income Technical Subcommittee, serving on the Global Technical Committee's Governance Board and on the editorial board of the quarterly FIXGlobal journal. She is a contributing member of several FIX working groups and committees. Additionally, she is the current editor of the FIX Protocol Specification. She currently consults to buy-side, sell-side firms, product vendors and ATS/ECNs, on FIX implementation and connectivity for equity, fixed income and foreign exchange. More recently she has been consulting on using FIX/FIXML to support clearinghouse activities and regulatory reporting requirements for Dodd-Frank. Lisa has over 18 years of experience with the FIX Protocol and its use for straight-through processing.
Ms. Taikitsadaporn, through her involvement with the FIX Protocol organization, serves as a subject matter expert in FIX Protocol Limited's (FPL) collaboration with the ISO 20022 modeling efforts, providing expertise in pre-trade, trade and post-trade/pre-settlement areas of the trade life-cycle. She also represents FPL on the Accredited Standards Committee's X9D sub-committee and ISO Technical Committee 68's ISO20022 Registration Management Group.
Prior to co-founding Brook Path Partners, Inc., Ms. Taikitsadaporn was an integral member of Thomson Financials TradeRoute (an order routing network) product team for seven years. She managed and supported TradeRoute's and Autex's FIX connectivity solution in addition to providing FIX business analysis support to the internal product development teams for both TradeRoute and AutEx.
Ms. Taikitsadaporn earned her Master of Science in Finance from the McCallum Graduate School of Business at Bentley University (formerly Bentley College) in Waltham, Massachusetts, and her Bachelor of Science in Computer Science and Management Information Systems from Worcester Polytechnic Institute (WPI) in Worcester, Massachusetts.
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Shen Tao
Head of Algorithmic Trading
Guosen Securities
Tao is responsible for sales and marketing efforts to the institutional clients, including QFII. He also oversees the Program Trading and Algorithmic Execution services for Guosen brokerage business, where he developed and maintained a pioneering project on building Guosen's capabilities in computerized trading adopting advanced tools and methods currently used in international financial markets such as FIX. Prior to joining Guosen, Tao has assumed different management roles in Beijing Yanhua Hi-Tech Co., Ltd, Haitong Securities Co., Ltd, and China International Futures Co., Ltd.
Tao holds a Master of Science degree from the University of Reading ICMA Centre. Tao is a CFA charter holder and a member of HKSFA.
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Bruce Wang 王鑫
Head of e-Solutions Department, CITICNewEdge
中信新际期货有限公司eSolutions部门总经理
WangXin is the Head of eSolutions department of CiticNewEdge futures company in China, his main responsibilities are to provide customized technical solutions to institutional clients, advanced technical support for the innovation business of the company and provide fully technical support for the program trading clients.
Before joining CiticNewEdge, WangXin was a software development engineer at Sybase and SAP.
WangXin has a master degree from Software engineering school of Shanghai Jiaotong University and a bachelor degree from Computer science department of JiLin University.
王鑫先生现为中信新际期货有限公司eSolutions部门总经理,负责为机构客户个性化交易提供解决方案,公司创新业务提供技术支点以及程序化交易客户服务等工作。在加入中信期货之前,王鑫先生先后在Sybase和SAP公司担任软件工程师。
王鑫先生毕业于上海交通大学软件工程学院并获得硕士学位,于吉林大学计算机系获得本科学位。
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Jun Wang 王俊
交易员
海通证券资产管理有限公司
毕业于上海财经大学,4年证券从业经验,曾任光大证券自营交易员。
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Michael Wang
Head of Dealing
China International Fund Management
Michael Wang is Head of Dealing in China Int'l Fund Management Co., which was jointly established in 2004 by Shanghai Int'l Trust & Investment Co. and JP Morgan Asset Management. Before he joined CIFM in Mar 2008, Michael has worked for JP Morgan Asset Management Taiwan as Head Dealer. He has very good experience to help a local desk to cope with increasing global trading needs.
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David Wilkinson
Senior Director, Business Development,
Equinix Asia-Pacific
Equinix 亚太区业务开发高级总监
David joined Equinix in July 2002 and is currently responsible for the Financial Services vertical for Equinix across the Asia-Pacific region. Prior to his current role within Equinix, David was the Managing Director of Equinix Japan for a period of seven years.
David has spent 20 years living and working in Asia and has primarily focused his career on the development of businesses in the region.
Prior to joining Equinix, Mr. Wilkinson served as President of CCC Network Systems K.K. for four and half years, where he led CCC's entry into both the Japanese and Korean markets, providing infrastructure services and server farm management solutions primarily to data center operators, financial institutions, and large corporate institutions. Prior to CCC, Mr. Wilkinson worked for the Fujitsu Group for more than ten years, both inside and outside of Japan. Most recently at Fujitsu, Mr. Wilkinson was Vice President of Business Development for ICL Japan (a wholly owned subsidiary of Fujitsu), which specialized in the introduction and promotion of European technologies into the Japanese market.
Mr. Wilkinson graduated from Glasgow University, United Kingdom, with a First Class Honours Degree in Computing Science, Physics and Mathematics.
David于2002年7月加入Equinix,目前负责Equinix亚太区金融服务行业客户开发。在此之前,David曾任Equinix日本公司董事总经理,任职7年。
David已在亚洲生活和工作了20年,并专注于从事亚太地区的业务开发。
在加入Equinix之前,David曾任CCC Network Systems K.K.公司总裁,任职4年半。他带领CCC公司进入日本和韩国市场,主要向数据中心运营商、金融机构和大型企业提供基础设施服务和服务器托管解决方案。在加入CCC公司之前,David曾在富士通集团公司的日本本土和海外部门工作了10多年,最后曾任富士通公司的全资子公司ICL Japan的业务开发副总裁,专门从事将欧洲技术引进日本市场,并在日本市场推广。
David毕业于英国格拉斯哥大学,获得计算科学、物理学和数学一级荣誉学位。
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Sam Young
Head of 2RICH QDII Research
FX168 Group
Sam Young is head of 2RICH QDII Research, a subsidiary of FX168 Group. He has rich experience in QDII and global market research. He helps to create the first third-party QDII research business in mainland China.
沈扬,现担任FX168财经集团旗下瑞财QDII研究中心主管之职,他具有多年的QDII产品以及海外市场投资研究经验。他帮助FX168财经集团创立了国内首个第三方QDII理财研究业务团队。
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Emily Yu 喻华丽
Director, IT Strategy and Planning Department, Shenzhen Stock Exchange
总监,技术规划部,深圳证券交易所
Ms. Yu is Director of IT Strategy and Planning, Shenzhen Stock Exchange. Her responsibilities include development of the Exchange’s IT strategies and short-term IT planning, building the new trading system, and leading PMO, architecture management, IT quality control, and information security management. She joined the Exchange in 1993, and has 19 years of experience in planning and design and development of securities trading systems.
Ms. Yu received her MBA from Amoy University in 2003, and she graduated from Huazhong University of Science and Technology in 1990.
喻华丽,现任深圳证券交易所技术规划部总监,全面负责深圳证券交易所技术发展战略和信息化规划、新版交易系统建设、IT项目与架构和质量全局管理、以及信息安全管理。她于1993年4月进入深圳证券交易所,具有19年的证券交易系统规划、设计、开发经验。
喻华丽1990年毕业于华中理工大学计算机系,2003年获厦门大学MBA。
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Jane Yuan
Head of Trading, Director, International Business Department
Haitong Securities
Jane Yuan is Head of QFII Trading at Haitong Securities. Her team provides trade execution and sales trading service for dozens of QFIIs and international institutions. She joined Haitong’s QFII team in 2003 as one of the earliest QFII sales traders in China. Prior to this, Jane was a bond trader for 2 years.
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William Yung 容承威
Financial Services Advisory Partner, PwC China
罗兵咸永道中国金融服务谘询合夥人
William is the Financial Services Advisory Partner in our China firm, bringing with him over 20 years of experience in the financial and banking industry. Prior to joining PwC, he served the China and Hong Kong financial services industry in international advisory firms. He has also spearheaded a number of major banking accounts.
William is an experienced consultant in business and operation transformations, risk management and implementation of Basel capital accords, performance improvement and technology enablement. William also has extensive experience in the areas of compliance and corporate governance.
容承威先生是罗兵咸永道中国金融服务谘询合夥人,具有超过20年的金融及银行业经验,加入罗兵咸永道之前,曾於国际商业谘询机构工作,在服务中国和香港金融服务业拥有丰富的经验,负责多项大型银行项目。
容先生专长於营运转型及变革促成、风险管理和新巴塞尔资本协议的方案实施、绩效评估及科技与业务整合的应用。容先生在监管合规及公司治理拥有丰富的经验。
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Hua Zhang
Analyst - Banking, Securities & Investments
Celent
Hua Zhang is an analyst in Celent's Asian Financial Services Group and is based in Beijing. His financial services experience includes both the banking and securities sectors in China.
Prior to joining Celent, he worked at Lenovo, where he was project manager for an SAP financial solution. Prior to that, He joined Microsoft as a presales engineer. He has also worked on designing solution sets for workflow, data integration, financial and cost control solutions, and knowledge management.
Mr. Zhang’s commentary on the financial services industry has appeared in numerous publications, including South China Morning Post, China Daily, Securities Industry News, Waters magazine, Asian Banker, Asian Investor, and American Banker.
He received his B.A. from Wuhan University and his master's in software engineering from Tsinghua University. He is fluent in Chinese and English.
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Kathryn Zhao 赵春华
Executive Director, Head of Quantitative Solutions APAC, J.P. Morgan
执行董事,亚洲区数量分析总策划,摩根大通
Kathryn Zhao is an Executive Director and Head of J.P. Morgan's Quantitative Solutions APAC based in Hong Kong. Kathryn's team covers strategy specification, quantitative analysis, statistical modeling and market microstructure research for J.P. Morgan's algorithmic trading strategy development in Asia. Kathryn joined J.P. Morgan in 2011 from Deutsche Bank where she spent almost 6 years covering program trading, sales trading and since 2006 leading the algorithmic trading strategy development for Asia ex-Japan. Prior to Deutsche Bank, Kathryn worked as a quantitative equity analyst for a hedge fund in the US.
赵春华现任摩根大通亚洲区数量分析总策划,主要负责摩根大通亚洲区算法交易的策略制定,数量分析,统计模型以及市场微观结构的研究。她在加入摩根大通之前曾就职于德意志银行,从事程式交易,销售交易,并于2006年开始引领德意志银行亚洲区(日本除外)的算法交易。赵春华还曾在美国的一家对冲基金做过股票分析员。
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