FXIC Shanghai | Speakers

Siju Daniel

Managing Director,
FXCM Asia

Siju Daniel graduated from Fordham University in New York. Mr. Daniel becomes Managing Director of FXCM Asia since late 2007. Mr. Daniel currently leads FXCM’s efforts through-out the Asia Pacific region business. With Mr. Daniel at the helm, FXCM managed to foster significant business growth in the Asia Pacific region.

Jason Huang

Managing Director
CFH Systems Asia

Jason Huang is in charge of market development in greater Asia for CFH Group. Being in the industry for more than 15 years, his experience includes senior dealer of FXCM New York, Head of Institutional Sales at FXCM Asia, and Head of Foreign Exchange at ADMIS Hong Kong. Mr. Huang has in-depth knowledge in dealing, risk management, liquidity, sales, marketing, and regulations in foreign exchange market.

David Wu

Senior Partner,
Beijing, PwC China

David Wu is a member of PwC China’s Management Board, and also holds the following leadership roles: Beijing Senior Partner, North China Markets Leader, and China Government and Regulatory Affairs Leader. David was a key player in developing and executing the roadmap for reforming China’s state-owned banks in 2003. He was one of the lead partners advising Bank of China on its reforms from 2003 to 2006, assisting with the resolution of problem assets, recapitalization, introduction of strategic investors, and the bank’s successful IPO. David works closely with the ministries and government agencies that oversee China’s accounting profession; financial services industry and capital markets. He has also in-depth understanding of the Chinese regulatory and market landscape.

Gao Zhanjun

Managing Director,
CITIC Securities

Mr. Gao is Managing Director at CITIC Securities Co., Ltd. Mr. Gao received his Ph.D. Degree in Economics and Postdoctoral Degree in Finance from Chinese Academy of Social Sciences.

Joining CITIC Securities in 1997, Mr. Gao has held senior positions in Investment Banking Division, Capital Markets Department and Fixed Income Department. Mr. Gao has extensive experiences in providing financing services for large enterprises and financial institutions, including debt/equity origination and fixed income products sales, and also is well experienced in capital management. Mr. Gao has in-depth knowledge in macroeconomics, monetary and fiscal policy, capital markets, market participants behaviors and all kinds of financial products and derivatives.

Sky Feng

Country Director,
MTrading （Admiral Markets)

Sky Feng is Country Director of Admiral Markets in China, based in Shanghai. Sky is responsible for individuals and companies through the process of establishing, maintaining and expanding their business in China. He is in charge of business advisory services; business development in China market; sales staff training, recruiting and related management; training program for Admiral Markets sales and customer service team, helping Admiral Markets China to enhance sales and customer service capabilities. Prior to MTrading (Admiral Markets), Sky worked for 5 years in FXclub and for 4 years in GAIN CAPITAL(Forex.com). Sky has over 10 years FX working experiences and more than 8 years management experiences which help him develop a strong leadership and management skills. In addition, he has a better knowledge of foreign exchange related products, such as stocks, securities options, futures, bonds, etc.

Jacob Plattner

Chief Operating Officer,
Alpari (UK)

Jacob Plattner is the Chief Operating Officer at Alpari UK with extensive management experience in trading, risk management and market analysis. Plattner joined Alpari UK from Alpari US where was the former VP of Institutional Sales and Head of Alpari Boston. Prior to Alpari, Jacob Plattner worked for companies such as Capital Market Services and IFX Markets in their Institutional sales department.

Josh Zhou

Co-founder,
BrokersToChina Consulting

Josh Zhou is the Co-Founder of BrokersToChina, a consulting firm specializing in bringing international companies to Chinese markets with over 15 years experience in finance. Prior to his current role, Zhou worked at FXDD, beginning as IB Sales Manager, Senior Analyst and General Manager where he was responsible for all business activities of the FXDD Beijing office, including planning, marketing, sales and operation. Shuwei has over 15 years experience in finance, holding positions at JPMorgan Chase, Tencent, and China Construction Bank. He has a M.B.A. from the University of Iowa, a Master's in Accounting from Northeastern Illinois University, and a Master's in Information Management from China Institute of Scientific and Information Technology.

Richard Cant

Regional Director,
Dezan Shira & Associates

Richard Cant is the Regional Director of the Yangtze River Delta Region for Dezan Shira & Associates. Based in Shanghai, Richard guides foreign individuals and companies through the process of establishing, maintaining and expanding their businesses in China.

Richard's areas of practice cover accounting and taxation consulting for foreign-invested companies in China as well as business advisory for establishing companies in both mainland China and Hong Kong. Additionally, Richard has knowledge of and often presents to professional, trade, government and other international organizations on setting up and doing business in China.

Prior to Dezan Shira & Associates, Richard an Australian lawyer and Certified Public Accountant, worked in business and commercial consulting in both Australia and China for over twenty years. He was also previously a partner at Ernst & Young Australia. Richard holds an LLB from the University of Adelaide and a Master of Laws from the University of Sydney.

Liangliang Ma

Analyst,
International Macroeconomic and FX Research, CEBM Group

Liangliang Ma is Analyst of International Macroeconomics and FX research at CEBM Group, Shanghai. She has conducted extensive thematic research on Shanghai Free Trade Zone, covering strategic positioning, policies, international comparison, and prospective impacts on industries. She has also authored numerous international macroeconomic and FX reports on USD, EUR, JPY, AUD, CNY and EM currencies in general. Liangliang holds a Bachelor's in Engineering from Zhejiang University, and a MSc, Finance from the London School of Economics and Political Science.

Wu Peng

Managing Director,
CaiFX

Wu Peng has eight years experience in foreign exchange margin trader and analysis. He is a consultant Sina, Phoenix, and hearing, visits of experts, expert columns, the current XCOQ Ai Kake consultant (www.xcoq.com), Xiamen MoneyGram Money Expert Advisor (www.fxsuhui.com), invited analysts; Hong Kong-The International chief currency analyst (www.caifx.com) ;, 2011 annual foreign exchange through the best forex analysts, 2012 best Forex analysts and news, for many years, a number of media currency analyst named "standings figure" in the country starred in a number of economic business show guest radio, CCTV channel securities, foreign exchange time through train guest commentator, analyst and contributor to various well-known forex website, with Sina Finance, and hearing, the gold line, Universal full essays currency, foreign exchange and other currency through major sites to engage people, full-time professionals authors. Domestic media have reproduced.

Good forex technical analysis. As the technology to send representatives, skilled use of a variety of analytical techniques to analyze the foreign exchange market, in addition to countries macroeconomic and economic indicators also have in-depth study.

Grant Chan

Co Founder,
Tong Seal Consulting

Grant Chan is the Co Founder of Tong Seal Consulting, a consulting firm specializing in connecting global company to Chinese local market, he has the background of being Managing director for XTB China during 2011-2013, and Prior to his current role, Chan used to work at JRQ , Starting as IB Manager, he is holding the faith that when coaching traders to take profit in both direction of the market movement and making volumes for broker's A Book at the same time is possible, which is the faith to bring his private account having the 600% return in 2008, who would share with you his secret of creating Win-Win situation in forex trading as well as having offices in China's pros and cros!

Alan Wang

Senior Vice President,
Hong Kong Exchanges and Clearings Limited

M.S. in Economics. Mr. Wang is the Senior Vice President & the Head of Shanghai office at Hong Kong Exchanges and Clearings Limited. Prior to joining HKEx, Mr. Wang was the Product Supervisor of Custodian Department at Shanghai Pudong Development Bank, the Head of Products & Marketing at JV of J.P. Morgan Asset Management, the Deputy CEO of Guotai Jun’an Allianz Fund Management and the Assistant President & General Manager of Asset Management Company at Qi’Lu Securities. Mr. Wang has been deeply involved in asset management in China’s domestic market over the years. Being an industry expert in financial products design and business innovation, Mr. Wang has strong enthusiasm for market development and entrepreneurship spirit.

Professor Bo Chen

Professor,
Shanghai University of Finance and Economics

Professor Bo Chen received his Ph.D. degree in Economics from Simon Fraser University (Vancouver, Canada) in 2008.

Professor Bo Chen is currently a professor at Shanghai University of Finance and Economics (SHUFE), Dr. Chen is also a Research Associate of the Asia Pacific Foundation of Canada, Federal Reserve Bank of Dallas, and the Pacific Economic Cooperation Council (PECC). Since June 2013, Dr. Chen has served as the executive director of the Research Centre on Free Trade Zone and participated in the consultation for the establishment of China (Shanghai) Free Trade Trial Zone. He was selected to give talks on Shanghai FTZ to senior officers of Ministry of Treasury by central government. Dr. Chen remains as a key consultant on various ongoing macroeconomic reforms, especially on the policies on trade, investment, and SOEs.

His opinions about China’s economy policies appear in various mainstream media such as BBC, The Economist, The Wall Street Journal, etc. Dr. Chen has given talks to HSBC, the Deutsche Bank, Bank of America as well as the Ministry of Treasury, the Ministry of Commerce, Canadian Federal Government, the Embassy/Consular of the United States, Canada, Australia, New Zealand, Korea, Singapore, and Belgium. Recently Dr. Chen has been invited by Canadian Federal Government and Australian Economics Committee of the Australian Parliament to present his views on China’s reforms.

Cosmo Zhu

Managing Partner,
FXDYNASTY

Over 16 years in Fixed Income, Currencies (FX) and Commodities (FICC) industry with diverse risk appetites, sales/marketing & operation models, specialized in e-Markets operation, marketing, sales, prime brokerage operation and High Frequency Trading, Cosmo has extensive management experiences covering all aspects of managing business on the right balance between different cultures and business practices.

Currently serves as Managing Partner of FXDYNASTY where he is responsible for the global management as long as leading an expert team of specialists who work closely with clients to strengthen their FICC business and operations in three broad areas: Business focus and strategy design FICC technology review, evaluation, design and development Co-management and smart outsourcing of your FICC operations

Prior to his current role, Cosmo was OANDA’s Head, MD of Asia Pacific and FXCM’s Head of Asia Business Development.

Cosmo holds a MBA from Maastricht School of Management (MSM), the Netherlands and M.Sc in Managerial Economics from NCPA of Nanyang Technological University (NTU), Singapore.

Tim Brankin

Managing Director,
TradeTools FX

Tim Brankin is an experienced executive with more than 19 years’ experience in the ﬁnancial services industry beginning his career with online trading ﬁrms TD Ameritrade and E*TRADE before joining the FX industry in 2005 when he co-founded Velocity4x, a US-based FX broker registered with the NFA. After 3 very successful years, Velocity4x formed a strategic partnership with GAIN Capital (Forex.com), one of the world’s largest FX brokers. After leaving Velocity4x, Tim joined Divisa Capital Group as Managing Partner in 2009 to oﬀer institutional FX trading services to individual traders through to FX brokers and banks around the world. Tim joined TTFX in 2013 as Managing Director to oversee all the sales and marketing operations of the company.

Gabriel Wang

Founder & CEO,
XinWaiHui and InvHero

Gabriel Wang is the Founder and CEO of XinWaiHui and InvHero, XinWaiHui is the pioneer of social trading platform in China, has done a lot of exploration in this field, which has brought us a new social trading software InvHero. Gabriel graduated from Beijing University of Technology with master degree of Artificial Inteligence, engaged in the internet service, have unique insights about product, operating and marketing.

Evan Zhao

Executive Director and CEO,
LiquTek China

Evan Zhao, Executive Director and CEO of LiquTek China. LiquTek is a liquidity and risk management provider, registeted in BVI in 2008. In 2014, LiquTek set up branch offices in London, UK.

Mr. Zhao has over 10 years of experience in the forex industry and has a very rich experience of cooperation and extensive interpersonal relations. His specialty is in the areas of liquidity and risk management of top companies in Europe and America. As the industry's leading independent analyst, he has helped start more than 10 new brokers.

Jiahe Chen

Chief Strategist,
Cinda Securities

Mr. Jiahe Chen, Chief Strategist at Cinda Securities, subsidiary company of China Cinda AMC (01359.HK). Mr. Chen graduated from The University of Hull in 2005 with a first class in economics and The University of Oxford in 2006 with a major in history. He then joined Ping An Asset Management Company as fixed income analyst. Later in 2008 Mr. Chen joined Cinda Securities as a Vice President in the Mergers and Acquisitions Department. At the end of 2009 he was transferred to the Research Department in the same company and has been working there ever since. Currently Mr. Chen is in charge of researches in macro-economy, equity and fixed income strategies, as well as global market at Cinda Securities. Mr. Chen has also worked as financial commentator at CCTV News since 2010. He has also been acting as either columnist or commentator at multiple financial medias, including Securities Times, China Securities Journal, CNBC, Channel News Asia, etc.

Liu Xiyang

President
Xi Yang Finance Science School

As an Invest & Finance expert in area of both gold and forex exchange, Liu has served as the chief representative of Chinese broker in China International Online Trading Expo and the president of Xi Yang Finance Science School. With years of experience in forex exchange trading, the combination of currency classification and market linkage, the integration of K line, Moving Average and Wave Theory analyzing, and the priority of capital risk management, Liu seeks to achieve the greater gains with minimal capital risk.

Leon Chen, CFA

Director
Quant Technology Limited

Leon Chen is the Director and Co-founder of Quant Technology Limited, a technology firm specializing in providing risk management products to forex brokers. Prior to his current role, Leon started his career in Citibank. Later Leon joined hedge fund business and worked for Shaw Brothers Fund Management, a boutique hedge fund in forex arbitrage trading. Leon has over 12 years trading and risk management experience in forex market. In addition, he has extensive modeling expertise in other financial derivative instruments.

John Sun, CFA

Managing Director
Citic Securities International

John Sun is a Managing Director of Citic Securities International, in charge of Fixed Income, Currency and Commodities Sales and Trading. Prior to join Citic Securities International, Mr. Sun was structuring and trading MBS/ABS at Bear Stearns, then JP Morgan. Mr. Sun also worked at IndyMac Bank, managing the risk of mortgage portfolio and facilitating mortgage pools trading. Mr. Sun’s other experiences included asset allocation, portfolio optimization and quantitative research in an asset management company. He holds BS degree from Tianjin University, China and graduate degree from Case Western Reserve University, USA.

Adam Wang

Chief Operating Officer,
WhoTrades

Adam Wang is the Chief Operating Officer at WhoTrades, an innovative broker that offers access to 18 different markets and instruments through its social trading platform. Adam has over 15 years of experience in Capital Markets and Sales Trading. Prior to his current role, Adam Wang worked for companies such as the Royal Bank of Canada, American Express and Forex Direct Dealer. Adam holds an M.B.A in Finance from Saint Joseph’s University and a B.S. in Mathematics and Computer Science from Boston College.

Kurt vom Scheidt

Executive Director,
Saxo Bank

Kurt vom Scheidt has been growing business at Saxo since 2008, initially in FX options and over the past few years, in his role as COO of Markets, in Prime Brokerage and API Trading. Kurt is also responsible for managing the Bank’s liquidity relationships and optimization. He transferred from the Bank’s Denmark headquarters to Singapore in mid-2104 to focus more on growth in the APAC region. Mr. vom Scheidt has more than 20 years industry experience; having worked with GFI, Commerzbank and Deutsche Bank prior to Saxo. He holds an MBA from Columbia University in NY as well as undergraduate degrees in Finance, Statistics and Computer Science from Syracuse University.

Amy Lee

CEO,
Your Best Solutions, LTD

Amy Lee is the co-founder of Your Best Solutions where she has contributed to create a sound investment culture, extending support to enterprises with burning passion to perform in the world. With over 10 years of experience, Amy has a Masters degree in Economic Science from ISSHO University Japan.

Lee Jui Ju (Linda)

Managing Director,
CBFBank Investment

Ms. Lee Jui Ju (Linda Lee) works in the CBFBank Investment (China Business Finance Investment) as the managing director and executive director of the investment department. Linda has more than 10 years experience working with Germany and Italy's investment management and business sectors, including financial management and international financial service linked to innovation in IT & Finance. In China, Hong Kong and Taiwan, Linda has been active in financial investment, business management and consulting back last an decade. In the last 3 years, Linda has been the Chief Representative for the French non-profit organisation “ACI - The Financial Markets Association” in China and Taiwan. Most recently, Linda has established with partners the new CBFCAP Holding company.

Pavel Khizhnyak

Head of China Business Unit,
Forex Club

Pavel Khizhnyak - Head of Forex Club China Business Unit (大中华区总裁), over 10 years of experience in forex and other OTC markets. With background in Project Management, Business Development Consulting and deep understanding of Asian markets, Pavel has first joined Forex Club back in 2005 and led the team responsible for entering the Chinese market. After establishing successful Chinese operations in 2007 he was moved to FXClub New York Wall Street headquarters where he held various business development positions from Asian Marketing Director to the VP of Global Partnerships helping the company to become Inc. 500 Fastest Growing Forex Broker in 2010 and establish a firm foothold in the global markets. Recognizing the ever growing market potential in China, in 2012 Pavel was asked to lead the China continued expansion yet again.

Boris Chung

Head of Sales,
Domino Forex Limited

Boris Chung is the Head of Sales at Domino Forex Ltd, where he is responsible for business development and marketing in the Asia region. Domino Forex Ltd is a rapidly growing company with office in Turkey, Malta, Australia , and Dubai. Prior to Domino Forex Ltd. , Boris has worked in sales and dealing positions at FXCM and Saxo Bank. Boris Chung graduated from the University of Toronto.

Kevin Wang

General Manager of China,
GKFX

Kevin Wang has over 10 years of experience in the financial Industry working at different financial institutions in Beijing, Shanghai and Hong Kong. After finishing his Financial Master degree in UK, Kevin has held positions such as country manager of GKFX financial group china branch where he setup the china office; built sales, marketing & customer support team in China. In 2 years’ time, GKFX became one of the most successful online financial broker in China.

Martin Lockstrom

Chairman and Chief Investment Officer,
Quant Core Capital

After finishing his B.Sc/M.Sc. degrees in Industrial Engineering and Management at Chalmers University of Technology, Sweden, Dr. Lockstrom completed his Ph.D. in Operations Management with summa cum laude distinction at European Business School in Germany. With more than twenty years of programming experience, ten years of statistical research experience, and ten years of investment experience, Dr. Lockstrom has developed a broad range of highly profitable algorithmic trading systems.

Lachlan Green

Director,
Advanced Markets

Lachlan has been a board member of Advanced Markets since 2011 and also serves on the board of several other FX companies worldwide. His past FX experience spans Australia, New Zealand, Hong Kong and the US, including positions at Macquarie, KPMG and Citigroup.

Itay Damti

Director,
Leverate Hong Kong

Itay Damti co-founded Leverate in 2008 after having worked in engineering and R&D management for nearly 10 years, and now holds the role of Managing Director at Leverate Hong Kong. His areas of responsibility are strategy, growth and operations in Asia Pacific and particularly in mainland China. Before taking this position, Itay served for several years as Leverate’s VP of Products. As Leverate grew from a four person startup into a global FX/CFD technology business, Itay was involved in the development of the entire product line and shaped the company’s product-centered and innovative culture. He thrives on staying well-informed regarding new advances in trading technology, and first introduced the idea of adding digital currencies like Bitcoin to the Leverate product mix. Itay also advises several startups, and actively speaks and participates in various technology and entrepreneurship circles.

Randy Zhou

Founder & CEO,
FXShell

Randy Zhou has more than eight years of experience in foreign exchange and banking. He is founder of fxshell.com. Since its founding, FXShell has become Greater China's leading FX and binary options B2B media and advisory institution, and in 2014 officially entered the Japanese market, with FXShell Japan (http://jp.fxshell.com). Randy is also founder of China's first foreign exchange industry magazine-ForexPress Monthly.

Adam Sun

Executive Vice President Marketing and Sales,
FXShell

Adam Sun graduated from French business school with master of international finance. Adam has attended industrial conferences in New York, Tokyo, Hong Kong,etc. and has established business partnerships with Forex companies in over 40 countries. Sun is the head of business development and marketing in FXShell, which is one of the largest Forex industry media and consulting companies and has an extensive IB network in China.

Ian McAfee

Chief Executive Officer,
Shift Forex

Ian McAfee is a co-founder and the Chief Executive Officer of Shift Forex. Ian brings a deep knowledge of FX markets in industry analytics and metrics, marketing strategy, and business development. At Shift, Ian enables clients to increase market penetration, build global business development strategy, increase conversions at each stage of the marketing-sales cycle, and integrate new products and services. He manages and optimizes large marketing budgets and advises on sales, marketing, and operations. He also established Shift’s Start a Broker program, working with many clients to plan, launch, and grow forex and CFD brokerages. Prior to founding Shift Forex, Ian was with FXCM, where he led numerous large-scale business development initiatives; managed and optimized marketing campaigns; and worked on projects in sales, trading, and market research. In addition, Ian assisted in founding a global forex education operation.

Greg Berman

Chief Financial Officer,
Shift Forex

Greg Berman is the CFO at Shift Forex, where he focuses on valuation of FX brokerages along with strategy and preparation for eventual sale. He also provides ad hoc internal consulting as requested by Shift Forex management. His deep analytical and capital raising background combined with a growing knowledge of FX industry trends and transactions position him as a leading advisor to mature FX businesses. Prior to Shift Forex, Greg worked in private equity and real estate development for nine years, with a focus on large scale project planning and execution, complex valuation modeling, and capital raising. Greg is a graduate of the Wharton School of Business.

Anthony DiSanti

Chief Marketing Officer,
Shift Forex

Anthony DiSanti is a co-founder and managing partner of Shift Analytics. Anthony provides a deep knowledge of FX markets in digital marketing optimization, custom analytics solutions, and multi-channel marketing strategy. At Shift, Anthony applies his extensive experience with forex marketing and technology to clients, enabling them to increase return on ad spend, develop more sophisticated lead scoring solutions, integrate new analytics services, and increase conversions at each stage of the marketing-sales cycle. He has managed and optimized global marketing budgets across all digital and offline channels, and he has advised industry participants on marketing and ad operations. As a technology expert, he has advised brokerages on building custom analytics solutions and integrating enterprise systems.

Speakers