北美清华校友大会金融科技主题论坛—诚邀参会!

摘要: 随着金融与科技的进一步融合,FinTech(金融科技)已经成为国内外金融行业的一个新的风向标。互联网、移动互

11-15 05:36 首页 清华金融评论

随着金融与科技的进一步融合,FinTech(金融科技)已经成为国内外金融行业的一个新的风向标。互联网、移动互联网、大数据、区块链、人工智能等技术不断出现并应用于金融,催生了智能风控、智能投顾、信贷工场、量化投资等新型金融业务模式,提升金融体系效率,防控金融业务风险,科技与金融深度交融的时代已经到来。


金融科技在中国的发展如火如荼,美国会是什么样的情景呢?

与美国相比,中国在金融科技领域有哪些方面处于领先,又有哪些方面相对落后?

中国的互联网金融经历了野蛮生长到规范整治,未来金融科技是否会重蹈覆辙?

金融科技将来会朝着什么方向发展?


北美清华校友大会之金融科技主题论坛——金融科技:中美比较与发展趋势将为您一一解答。


作为平行分论坛之一,本主题论坛将在第二届北美清华校友大会暨创新高峰论坛期间举办。本主题论坛由五道口金融学院校友办和《清华金融评论》编辑部联合策划,力邀中美金融科技领域的资深校友和专家,比较中美两国金融科技的发展和模式,共同探讨金融科技未来的创新和趋势。

诚挚邀请校友报名参会!

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金融科技主题论坛议程 

金融科技:中美比较与发展趋势


时间 :9 月 16 日(周六)14:45-16:15

地点:美国西雅图 Hyatt Regency Bellevue 酒店(Hyatt Regency Bellevue,900 Bellevue Way Northeast,Bellevue, WA 98004,United States)


议程:

14:30-14:45 签到

14:45-15:45 主题演讲 (60 分钟,每位嘉宾演讲 8-10 分钟)

15:45-16:15 对话交流 (30 分钟)


嘉宾:

1.李津,蚂蚁金服全球技术合作与发展部总经理

2.Srinivasan Sriram,SKuChain 创始人兼 CEO

3. 唐亮,太库孵化器(美国)CEO

4. 魏晨阳,全美华人金融协会(TCFA)理事长,知合控股(纽约)董事总经理

5. 翟南宾,恒昌公司首席战略官

6. 张斌,联动优势科技有限公司总裁

7. 张勇,鑫苑集团董事长

8. 张伟,清华大学副研究员,《清华金融评论》副主编


主持人:

陈旸,《清华金融评论》内容总监


* 嘉宾顺序按姓氏拼音排序

嘉宾简介

李津

现任蚂蚁金服全球技术合作与发展部总经理。毕业于清华大学计算机系人工智能实验室。2014年加入阿里巴巴,是阿里巴巴O2O,喵街产品技术创始人。加入蚂蚁金服以来先后担任支付宝移动智能技术部总经理,蚂蚁金服人工智能部资深总监。美国微软工作20年,曾担任微软BING首席技术总监,在搜索、推荐、广告、大数据计算等领域都有很深的造诣,是计算机软件行业和互联网行业的持续创新者。

Srinivasan Sriram

Sriram先生是SKuChain创始人兼CEO ,他在1981年获得奥斯马尼亚大学的文学学士和经济学学士,在1987年获得纽约州立大学海事学院的交通管理硕士,2000年在斯坦福大学商学院学习。1991年-1993年Sriram先生在投行Salomon Brothers担任技术架构师,1998年创办Pop2it并担任CEO, 2002年至2010年他在565labs担任技术专家,Sriram先生是BroserEggs公司的创始人,他也是Blockchain大学的董事会成员兼联合创始人,在区块链领域有深入研究。

唐亮

太库孵化器(美国)总经理,太库全球AI孵化器项目的负责人,唐亮先生在2016年凭借其在跨境业务领域的技术和创新的贡献赢得了国会的认可,近期,太库被企业家杂志评选为全球十大孵化器项目之一。在加入太库之前,唐亮先生在麦肯锡公司的高科技和汽车业务活动中承担了关键性角色,唐亮先生牵头了多个美国、中国、欧洲及日本大型企业的企业战略、产品研发、市场营销项目,唐亮先生也参与了技术行业的多宗并购交易。唐亮先生也是Inc. Magazine, Fast Company等商业媒体的定期撰稿人。唐亮先生是斯坦福大学的光电子学博士,拥有十多项消费电子产品的专利,曾任国家科学基金会首席研究院、斯坦福大学技术许可办公室研究员、纤维与集成光学和其他国际学术期刊的编委等职。

魏晨阳

清华大学经济管理学院金融学学士,德州大学奥斯汀分校经济学硕士,纽约大学金融学博士。现任全美华人金融协会(TCFA)理事长,知合控股(纽约)资深董事总经理,清华大学经济管理学院北美校友会理事和美东分会副会长,曾任美国国际集团(AIG)资产管理集团信用风险研究部主管及研究总监。在加入AIG前,魏晨阳先生于2006-2012期间先后任纽约联储经济学家和费城联储高级经济学家,工作涉及美国资本市场监控、金融市场监管、公司财务和银行治理,多篇学术论文发表于美国一流学术期刊和政策研究杂志,多次在各联储银行、学术机构及有关会议发表演讲。

翟南宾

现任恒昌公司首席战略官,负责发展规划、战略合作和投资并购。翟南宾博士早年毕业于厦门大学,80年代曾在原对外经济贸易部国际司、联合国开发计划署驻华代表处任职,90年代分获美国康奈尔大学发展社会学硕士、Texas A&M 大学人口社会学博士。1995-2009年先后担任美国银行信用卡部高级副总裁、美国纽约银行消费信贷部副总裁等职,2009年应聘回国,曾担任中国民生银行网络 金融部高级专家、零售银行部副总经理;共有20多年中/美银行业工作经验,熟悉零售银行、信用卡、风险管理、网络金融和大数据风控应用等领域。工作之余曾先后在清华经管学院、中财社会发展学院、纽约金融学院、清华五道口金融学院兼任外聘教授、讲师,并在国内外专业金融刊物发表多篇文章。

张斌

北京理工大学工学学士,美国伊利诺伊州大学工商管理硕士。联动优势科技有限公司总裁。张斌先生在美期间,先后供职于微软、美国德州仪器、加拿大北电网络,积累了丰富的管理经验,回国后,于2003年8月创建了联动优势科技有限公司。在移动支付,移动电子商务产业链,移动通信运营商和金融机构业务融合发展等领域有深入研究,为中国移动电子商务的发展起到了示范和助推作用。

张勇

现任美国纽约证券交易所主板上市公司 鑫苑集团公司董事长。中州大学工业与民用建筑专业本科毕业,清华大学经济管理学院EMBA硕士,中国人民大学金融学博士,高级工程师。张勇1997年创办鑫苑公司,带领鑫苑成功开拓了国际资本市场。2007年12月12日,鑫苑成功登陆美国纽约证券交易所,成为第一个在美国主板上市的中国房地产开发企业。在金融科技的实践创新方面,鑫苑集团旗下公司推出了“房易信”,是全球第一款基于区块链技术的房地产行业应用。该平台通过创新金融模式,致力于推动互联网金融及地产行业的良性发展,在遵循区块链技术核心原则基础上,充分发挥区块链技术安全、透明、不可篡改的特性,提供更加可信、透明的信息服务,构建区块链房产数字化生态圈,助力释放房产流动性,拉动消费和投融资,促进社会公信力的持续提升。

张伟

中央财经大学经济学学士,中国人民银行研究生部经济学硕士,中国人民银行研究生部经济学博士。清华大学副研究员(副教授),CFP认证培训资深讲师,金融风险管理师(FRM),全球风险管理师协会正式会员。现任清华校友总会理事,《清华金融评论》副主编兼编辑部主任,清华大学五道口金融学院校友办主任。张伟博士曾任中国人民银行研究生部教研处副处长、中国金融教育发展基金会金融理财标准委员会教研部主任、中国人民银行研究生部行政处副处长(主持工作)、清华校友总会副秘书长。主要从事宏观经济、货币政策、汇率体制、股票投资、外汇投资、金融稳定机制、金融危机预警机制等方面研究。

第二届北美清华校友大会日程


伴随着全球创新学院 (Global Innovation Exchange Institute, GIX) 贝尔维尤校区的正式投入使用,以及GIX创新大赛决赛的举办,两年一次的盛会再度登场,第二届北美清华校友大会暨创新高峰论坛将在美国西部城市西雅图拉开帷幕。北美及世界各地的清华校友将欢聚清华大学首个海外校区,共襄盛举。


时间:9月15日 (周五)

地点:美国西雅图全球创新学院 (GIX) 贝尔维尤校区

下午:

1. 观摩第二届GIX创新大赛决赛

2. 名人乒乓球挑战赛

晚上:

GIX园区参观&主题聚会联谊

 

时间:9月16日 (周六)

地点:美国西雅图Hyatt Regency Bellevue酒店(Hyatt Regency Bellevue,900 Bellevue Way Northeast,Bellevue, WA 98004,United States)


上午:开幕式--校长致辞--嘉宾演讲--北美清华校友会联合会成立--GIX创新大赛表彰

下午:

1. 主题论坛(五场平行论坛各1.5小时)

A 北美创新创业与国内产业机遇

B 西雅图云之都 -- AI的挑战与机遇

C 智慧城市与大数据应用

D 清华企业家论坛-全球变革下的企业生存之道及创新

E 金融科技:中美比较与发展趋势


2. 校友兴趣小组讨论

A 提高清华人在北美社会影响力

B 特别的爱给特别的清华女生

C 北美职场的拓展与中国发展带来的机遇

D 无体育,不清华

E 北美清二代子女教育探讨


晚上:

闭幕式--晚宴


英文版日程:

金融科技主题论坛&校友大会

Current Development and Trends of FinTech in China and the United States


With further integration of finance and technology, FinTech has become a vibrant industry global wise. The past few decades have witnessed many technological innovations including the Internet, mobile Internet, big data, block chain, artificial intelligence, etc. These technologies have re-shaped the financial industry with an increasing number of applications such as intelligent risk control, robo-advisor, intelligent credit factories, quantitative investment and stimulated new business models as well. In this panel, we will engage a group of senior alumni and industry experts of FinTech to exchange on the development of FinTech in China and the United States, to compare the dynamics of innovation in the two countries, and to shed new lights on the path of FinTech innovation in the future.

 

DATE: Sep.16th (Saturday)

TIME: 14:45-16:15

LOCATION: Hyatt Regency Bellevue,900 Bellevue Way Northeast,Bellevue, WA 98004,United States

AGENDA:

14:30-14:45 Panel Registration

14:45-15:45 Keynote Speech (60minites, 8-10 minutes for each speaker)

15:45-16:15 Panel Discussion (30minetes)


Speakers:

1.Jin Li , General Manager of Global Technology Alliance and Development at Ant Financial Inc.

2.Srinivasan Sriram, Founder and CEO of SKuChain.

3.Liang Tang, CEO of TECHCODE U.S.A.

4. Chenyang Wei, Senior Managing Director, Zenity Holdings; Chairman of Board of The Chinese Finance Association (TCFA)

5. Nanbin Zhai, Chief Strategy Officer of HC Financial Service Group

6. Bin Zhang, CEO of UMF Company.

7. Yong Zhang, Chairman of XINYUAN Group.

8. Wei Zhang, Associate Research Fellow (Associate Professor) at Tsinghua University, Associate Chief Editor of Tsinghua Financial Review


Panel Host:

Chen Yang, Content Director of Tsinghua Financial Review


*  Listed in alphabetical order of speaker′s last name.

Speakers’ Profiles

Jin Li 

Mr.Jin Li graduated from Artificial Intelligence lab at Tsinghua University Computer Science Department, and currently General Manager of Global Technology Alliance and Development, at Ant Financial Inc. A former 20-years Microsoft veteran in Seattle, USA, started as an engineer for Windows OS and Enterprise Server / Middleware,  all the way to Microsoft Bing as Senior Director in the areas of Search, Recommendation, Adertising, etal. Joined Alibaba Group in 2014, former senior director for Alibaba New Retail product line, former senior director of Alipay AI department. A well-known senior technical expert and executive in software and internet industry in both US and China.

Srinivasan Sriram

Srinivasan Sriram is founder and CEO of SKuChain.Mr. Sriram got a Bachelor of Arts and Bachelor of Economics at Osmania University in 1981, and a M. S. Transportation Management at State University of New York Maritime College in 1987, and took executive program for growing companies at Stanford University Graduate School of Business in 2000.Mr. Sriram served as technology architect at Salomon Brothers in 1991-1993. Mr Sriram was the founder & CEO of Pop2it from 1998. He served as a technologist of 565labs from 2002 to 2010. He was the founder of BroserEggs, Inc. Mr. Sriram is the board member & Co-producer of Blockchain University.

Liang Tang

Luke Tang is General Manager of TechCode USA, and Head of TechCode Global AI Accelerator Programs. Luke won congressional recognition for his contributions to cross-border business relationship in technology and innovation in 2016. Most recently, TechCode was selected as Top 10 Global Accelerator Program by Entrepreneur Magazine.Before joining TechCode, Luke played key roles in the high-tech and automotive practices of McKinsey & Company, and led projects on corporate strategy, product development, marketing and sales for major corporations in the US, China, Europe and Japan. He was also behind some of the biggest M&A deals in the technology industry. Luke is a regular contributor to business media such as Inc. Magazine, Fast Company, etc. Luke has a PhD degree in optoelectronics from Stanford University, and holds more than 10 US patents in consumer electronics. He was Principle Investigator of National Science Foundation, Office of Technology Licensing Fellow at Stanford University, and served on the editorial board of Fiber and Integrated Optics and other international academic journals.

Chenyang Wei

Jason C. Wei is Senior Managing Director of Zenity Holdings and Head of Zenity Holdings New York. Prior to his current position, he was Head of Credit Research at American International Group (AIG), reporting to AIG’s Chief Credit Officer and overlooking a credit portfolio of over $300bn. Before AIG, he was a Senior Economist at the Federal Reserve Bank of Philadelphia, and earlier an Economist at the Federal Reserve Bank of New York. Jason has published in top-tier academic or policy journals including Review of Financial Studies and Economic Policy Review. He serves as Chairman of Board of The Chinese Finance Association (TCFA), the largest global association of Chinese finance professionals with 6000+ members worldwide. He is also a Board member of Tsinghua School of Economics and Management North-America Alumni Association. Jason holds a Ph.D. in Finance from New York University, a M.S. in Economics from University of Texas at Austin, and a B.A. (Finance) from Tsinghua University.

Nanbin Zhai

Ben Zhai is CSO of Chinas leading Internet Finance firm - HC Financial Service Group (Beijing),  with full responsibilities for its strategic development and investment. Ben is a veteran banker, having a total of more than 20 years of experiences in banks strategic planning, consumer lending, credit risk and risk analytics and modeling etc. More importantly, his cross-Pacific experiences from China and US financial industries are truly unique and critically valuable. Prior to joining HC Group, Ben had served respectively in Chinas  Minsheng Bank as a Sr. Director of Retail Bank from 2009-2016; SVP of Risk Strategy, Bank of America Card Services in Wilmington, DE; VP of Consumer Lending, The Bank of New York from 2000-2006 in Newark, DE, and Sr. Analyst at GE Card Services and Bank One in his early careers. Ben Zhai graduated from Xiamen University in early 1980s. Later, having worked over eight years, he determined to pursue his graduate degrees in US, and awarded, respectively, with MS in Development Sociology from Cornell University, and PhD in Social Demography from Texas A&M University. 

Bin Zhang

Mr. Zhang holds an MBA at University of Illinois, and a Bachelor of Engineering in Beijing Institute of Technology. Currently Mr. Zhang is the CEO of UMF Company. During his stay in the United States, Mr. Zhang worked in Microsoft, TI and Nortel Networks of Canada, and accumulated rich experience in management. After he returned back to China, he established UMF Company in August 2003. Mr. Zhang has in-depth research in the field of mobile payment, mobile e-commerce industry chain, mobile communications operators and the business integration with financial institutions. He played an exemplary and boosting role in the development of China Mobiles e-commerce.

Yong Zhang

Mr. Zhang is the CEO of the XINYUAN (Real estate)Group which is listed on the New York Stock Exchange. Mr. Zhang is a senior engineer, he holds a Ph.D. in Finance from Renmin University of China, an EMBA at Tsinghua University School of Economics and Management, and a Bachelor’s Degree in Zhongzhou University, majoring civil construction. He established the XINYUAN Group in 1997 and has led the Group successfully entered into the international capital market. XINYUAN Group is the first Chinese real estate corporation listed on the New York Stock Exchange in the United States. Currently XINYUAN is working on the Block chain to develop a more reliable and transparent real estate ecosystem.

Wei Zhang

Dr. Zhang holds a B.A. in Economics at Central University of Finance and Economics, a M.S. and a Ph.D. in Economics at The PBC School of Finance. Dr. Zhang is now an Associate Research Fellow (Associate Professor) at Tsinghua University, and CFP certification training senior lecturer, FRM, a formal member of Global Association of Risk Professionals GARP. Dr. Zhang is currently a council member of Tsinghua Alumni Association, the Associate Chief Editor of Tsinghua Financial Review, and the director of the alumni office in The PBC School of Finance (PBCSF).

North American Tsinghua Alumni Conference & Innovation Forum


As the opening of Bellevue campus of the Global Innovation Exchange Institute (GIX) and the GIX innovation contest, the second North American Alumni Conference & Innovation Forum will be held in Seattle on September 15 -16, 2017.

 

SEPTEMBER 15

LOCATION:Global Innovation Exchange Institute

PM:

1. Final GIX Innovation Contest

2. Celebrity Table Tennis Challenge


Evening:

Visit to the Global Innovation Exchange Institute Campus

 

SEPTEMBER 16

LOCATION: Hyatt Regency Bellevue,900 Bellevue Way Northeast,Bellevue, WA 98004,United States


AM:General Session

1. Opening ceremony

2. President of Tsinghua University speech

3. Keynote speech

4. Establishment Ceremony of North American Tsinghua Alumni Association

5. Award ceremony of GIX innovation Contest


PM: Parallel Panels

A Innovation &Entrepreneurship in North America and Opportunities in China

B Seattle, the Capital of Clouds -- Challenges and Opportunities of AI

C Smart City and Big Data Applications

D Tsinghua Entrepreneur Forum -Survival and Innovation in Global Change

E Current Development and Trends of FinTech in China and United States


PM:Group Discussion

A How to enhance Tsinghuas social influence in North America

B Special love for special Tsinghua girls

C Career development in North America and opportunities in China

D No sports, no Tsinghua

E Education of Tsinghua Alumni’s children in North America


Evening:

Closing Ceremony &Dinner

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