Contact Information 联系方式

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Carol Khoury
Managing Director of Membership,
Marketing & Event Services


朱丽洁 Lijie Zhu
Program Chair

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Beijing: 谢大为 David Xie
Strategic Advisor, CFA China - Beijing
+86 10 6590 0639



Shanghai:Qizhe Jin
Strategic Advisor, CFA China - Shanghai
+86 15710125288

Selena Huang
Programming Committee Chair, CFA China - Shanghai
Phone: +86 18621265248

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尚程程 Chengcheng Shang
中国国际投资促进会CCIIP | Industry Development Department
Fourth Floor, Jing Guang Center Office Building
Chaoyang District,  Beijing  100020,  China
Tel: +86 1065978801-326       Fax: +8610 65978210 |

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万甜甜 Tiantian Wan (Tina)

Dragon Gate Investment Partners
551 Fifth Ave. #3010 New York, NY 10176 USA
Tel: +1 (212) 499-6809

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黄河 Stanley Huang

Tel: +86 13901323984

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Beijing 北京:

谢大为 David Xie, Strategic Planning Chair,

付菁丽 Jennifer Fu, Continuing Education Chair

朱欣 Frank Zhu, Member Service & Social Networking

刘晋泽 Alvin Liu CFA,

Shanghai 上海:

Group A: Capital Markets Panel
Leader: Tao GUO (
Volunteers: Kaiyang FU; Felix SUN; Jason WANG; Xiang WANG

Group B: PE/VC Panel
Leader: Lei PAN (
Volunteers: Jack PENG; Shuguang ZHANG; Hanying FEI

Group C: Health Care (or "China Concept Stocks") Panel – the topic TBD
Leader: Tao GUO (Acting) (
Volunteers: To be shared with Group A and any recommendation is highly welcome

Xiao WEI ( and Donnie XU ( will coordinate closely with the three groups above on panelists seeking.

Group D: External Relationship: event marketing and promotion, sponsorship, media coordination, speakers invitation (to co-work with Groups A-C), etc.
Leader: Frank HU (
Volunteers: Tao GUO; Felix SUN; Zhibin PAN; April KWOK; Daisy ZHANG

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