John Leonard, CFA - Global Head of Equities, Group Management Board Member (GMB), UBS Global Asset Management
John Leonard is Global Head of Equities with overall responsibility for the Equities business at UBS Global Asset Management. He has particular responsibility for the Core/Value investment pillar, overseeing portfolio management and research worldwide at UBS Global Asset Management. John is a member of the UBS Global Asset Management Executive Committee. He is also a member of the Equities Management Committee, North American Equities Subcommittee and the Global Corporate Governance Committee.
Prior to joining UBS in 1991, John worked as an investment analyst at a real estate management company and as a financial advisor with two investment management firms.
John obtained his bachelor degree from Dartmouth College and his MBA from University of Chicago. He has 23 years of investment industry experiences and is a member of the CFA Institute.
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Frank FX Gong, Ph.D. - Managing Director, Head of China Research/Strategy, Chief Economist, JPMorgan Securities (Asia Pacific) Limited
Frank FX Gong is Managing Director and Head of Research and Chief Economist for China–leading JPMorgan’s China research team covering Credit & Rates, Equity and Economic Research. Previously, Frank spent seven years with Bank of America, where he was the Chief Strategist and Co-Head of Global Research in the currency and rates market research group. Previously, he was an economist at the Federal Reserve Bank of New York, where his duties included research and policy submissions to the FOMC. Frank holds a Ph.D. in Financial Economics from Wharton at the University of Pennsylvania.
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Nick Ronalds, CFA - Executive Director, FIA Asia and President, RhoFinancial
Nick Ronalds is Executive Director, FIA Asia, responsible for managing the Asian affiliate of the Futures Industry Association. He is also President of RhoFinancial, an advisory firm focusing on Asia and risk management.
Nick’s career in the futures industry spans over 20 years and has included senior positions at the Chicago Mercantile Exchange and the futures brokerage units of several global futures brokerage firms. From 1987 to 1994 he was based in Tokyo, where he was Managing Director of the joint office of the CME and Chicago Board of Trade (CBOT) (long before their merger). Over the years he has advised a wide range of institutional investors, including central banks, mutual funds, and other financial intermediaries, on the effective use of exchange-traded derivatives to enhance their portfolio management strategies. He has been traveling to China regularly since his first visit there in March of 1989 at the invitation of the Ministry of Commerce to advise them on the structure and management of futures exchanges.
He has published many articles on futures and financial topics and co-authored a chapter on Chinese commodity futures markets in Intelligent Commodity Investing, published in the spring of 2007 by RiskBooks and one of the publisher’s best sellers. He is presently editing a book on Asian financial markets, to be published by Elsevier. He is a CFA charter holder and past-President of the CFA Society of Chicago.
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Wei Li, Ph.D., CFA - Executive Vice President, Director of Research, Thomas White International, Ltd.
Dr. Wei Li is currently Executive Vice President and Director of Research of Thomas White International, Ltd., a private investment management and research firm in Chicago, Illinois. Wei is a member of Thomas White International’s management team, overseeing its research department. His responsibilities include researching and implementing stock selection models, portfolio construction, asset allocation and performance attribution as well as new product development. Wei is also responsible for the research and portfolio management of the firm’s investment in the Asian equities markets.
Prior to joining TWI, Wei held teaching and research positions with McGill University in Canada and Renssenlaer Polytechnic Institute in New York.
Wei obtained his Ph.D. in mathematics from Purdue University in Indiana and MS from Nanjing University. He is a member of CFA Institute and served on the curriculum committee of the CFA Institute.
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Ms. Wendy Xiaowen Yuan – Chief Executive Officer, China Huatai Great Wall Futures Co. Ltd
袁小文女士,现任中国华泰长城期货有限公司总裁,是中国期货行业的开拓者之一。1992年9月,她参与组建中国第一家期货公司。在一生经营过的三家期货公司中,她一直从事的是高级管理岗位,分别承担过总裁助理、副总、总裁职务,职务的变动促使没有做过交易的她一次又一次走向新的起点。她是中国期货界为数不多始终坚守阵地的期货人,也是全行业唯一17年 来一直担任期货公司主要负责人的女性。依靠长期历炼与积累的丰富专业知识和风险管理经验,袁小文带领全公司安全运行、稳健发展,通过长期实践建立起符合金 融行业高风险特点的风控制度和机制。她始终如一亲自抓对企业客户的套期保值工作,从宣传启蒙、策略计划、运作流程、应急处理到人员岗位培训,她都言传身 教,严格把关。在她的领导和指导下,华泰长城成功引导了一批企业依据各自特点开展套保业务。因其长期建树和奉献,袁小文在业界受到广泛赞誉,同时作为期货 行业唯一代表,最终入选“2008中国100大品牌女性人物”并排名第11位。
Ms. Wendy Xiaowen Yuan, Chief Executive Officer of China Huatai Great Wall Futures Co. Ltd, is a pioneer of China’s futures industry. She co-founded the first futures company in China in September, 1992. While at each of the three futures companies in her career, she rose to senior management roles including Assistant to CEO, Vice President, and Chief Executive Officer. Career advancement broadened her view. She was one of the few pioneers who stayed on, and is the only female executive who has been in China’s futures industry for the entire seventeen years of its history. With her extensive professional experience, Ms. Yuan has led the company to establish a set of mature risk management mechanisms, and the company has achieved steady growth while incorporating various financial controls. She emphasized the hedging needs of institutional customers and participated in all aspects of the business, including marketing, customer education, strategy, operations, crisis management and employee training. Under her leadership and direction, Huatai Great Wall Futures Co successfully promoted the concept of hedging, and many of the customers implemented their own risk management strategies. Ms. Yuan’s achievements and dedication have been widely recognized in the industry. As the only representative of the futures industry, she was nominated as one of “2008: 100 female icons in China” and finished 11th.
