Learn From Wall Street Professionals
Li is a portfolio manager and partner at Radnorwood Capital, managing a long-only fund in the technology sector. Since 2017, Li has been the board chairman of 2Fuel Technologies, a software startup providing a fuel management system to displace diesel with cleaner and cheaper alternative fuel. Before joining Radnorwood in 2013, Li was a technology sector portfolio manager at Mazama Capital. Prior to that, he was a sell-side analyst with Pacific Crest Securities covering Greater China semiconductor and telecom sectors. Before his investment career, Li had various finance and engineering positions with Intel, John Deere, and Trak Communication. Li earned an MBA from UCLA, an MSEE from New Jersey Institute of Technology, a BS from Beijing Institute of Technology. He has been a CFA Charter holder since 2005.
Angelene managed over 20 billion cash investment portfolio and treasury operation for 9 years for Two Sigma Investments, one of the largest global quantitative hedge funds based in New York. Prior to that, she was a senior analyst and forex trader at the treasury of IBM. Angelene is an experienced treasury and capital market profession, a strategic leader for technology automation, and a detail-oriented risk manager with a focus on daily excellence and consistent improvement. She also manages various cross team projects and embraces transparency and high standard of work ethics. She is an experienced professional in Forex trading and hedge strategy, as well as the short-term cash investment.
Angelene holds an MBA degree from Yale School of Management, Master degrees in Computer Science and Civil Engineering, and a bachelor degree from Tsinghua University. She is also the founder of the Chinese Coffee Club, a non-profit registered in New York, providing professional talks and conferences for Chinese communities.
Mr. Raymond Mathis is a private equity manager with Tati NY, Inc., an operating company focused on the lodging and hospitality industry. Previously, Raymond was a Portfolio Manager for Spirit of America Investment Funds, a family of equity and fixed income mutual funds. At Spirit of America, he took over Real Estate Income and Growth Fund, in addition to the Large Cap Value Fund, and subsequently launched an Energy Fund and several fixed income funds.
Throughout his tenure, Mr. Mathis received many accolades, including being named “Leading Portfolio Manager” by NAREIT’s “REIT Magazine” the largest publicly traded real estate industry group, “Best Performing Real Estate Fund” by Zacks Equity Research, and several “Category Kings” awards from The Wall Street Journal, including top performance for Stock Fund, Sector Fund, and Real Estate Fund categories.
Mr. Mathis began his career as an Analyst at Standard & Poor’s, where he covered companies in the Consumer Discretionary, Financial, Real Estate, and Consumer Staples sectors. In addition to winning the “Best on the Street” award from The Wall Street Journal, he has appeared in print and on television with CNBC, Bloomberg, Wall Street Week, The Wall Street Journal, Financial Times, CNN, Business Week, BBC, USA Today, New York Times, Crain’s, and the New York Post. Raymond received his MBA in finance from Louisiana State University (New Orleans). Before that, he earned a degree in music from Berklee College of Music, after which he moved to the French Quarter of New Orleans to play jazz for several years.
Rachel Ping Yang is Managing Partner of Highline Park Capital LLC. Prior to her current position, she was Executive Director at Fosun International covering investment in financial services and Executive Director of corporate banking and financial institutions at Industrial and commercial bank of China. She used to work in structured finance industry for years for Mizuho Securities, Credit Agricole CIB, Ernst and Young LLP and Moody’s Wall Street Analytics. Rachel Ping Yang holds a M.S. in Financial Engineering from University of Michigan and Bachelor in Management Information Systems from Tsinghua University.
Ivy Qunyan Liu is a certified professional coach, dedicated to providing coaching services for experts and leaders in the corporate world so that people can connect with a better self. Ivy holds a master's degree in advanced management from the Yale University School of Management and an MBA from the National University of Singapore. While studying at Yale, her coach boldly helped her change her career path and entered a new career field with confidence. She also has 15 years of corporate and entrepreneurial experience, dedicated to assisting clients to unleash their strength and build confidence from within. Before becoming a coach, she was a senior manager of a top telecommunications company in China, and founded and served as the CEO of an educational technology start-up company in Singapore. She is now the president of UAC Heroes, a non-profit organization whose mission is to unite across cultures.
Abundance Thought Leadership Coach Spring Zheng, is a best selling author of Abundance Train, and an award-winning transformational speaker.
Spring is called to work with visionary entrepreneurs and life changers like coaches, authors, speakers and consultants who are driven by their purposes and passions. She loves empowering them to step up and stand out as confident experts and thought leaders in their niche with their unique gifts, so that they can create abundant businesses and lifestyles, and also positively impact more lives.
As the Founder of Spring Magic Life Society, Inc., Spring leads and inspires a fast growing community of abundant entrepreneurs. Whether she is working one on one with clients or in intimate live or virtual groups, one thing is certain. She will help you uplift and clarify your vision, claim your purposeful and profitable niche, stand up with your magnetic expert presence, and build an abundant leadership with confidence that attract your ideal clients like magic. Spring is on a mission to help entrepreneurs turn their passion into prosperity and transform more lives by creating abundance for all worldwide.
Spring holds an Executive MBA from Rutgers University and Professional Coaching Certificate from New York University. She has more than 24 years professional experience including performance management with Fortune 100 company and 12 years of abundance coaching.
Dr. Tianyang Wang (Tian) is an Tenured Associate Professor at some famous University. He is also a Chartered Financial Analyst (CFA), a Financial Risk Manager (FRM) — Certified by the Global Association of Risk Professionals, and an Associate of the Society of Actuaries (ASA).
Tian’s research spans both theoretical developments and empirical applications primarily in asset pricing and derivatives, behavior finance, energy and commodities, and financial risk management. His work has been published in top business journals and is grateful for numerous best paper awards and honors including the Best Paper Award by CFP Board Center for Financial Planning. Tian has been an invited speaker, session chair and discussant at international and regional conferences. He has actively served on several research and program committees of major academic and professional societies. Tian also serves in the leadership group of Modern Risk Society and on the Editorial Advisory Board of China Finance Review International.
With more than 10 years of teaching experiences, Tian has taught in undergraduate, graduate, online MBA, and EMBA programs. He truly loves teaching and sincerely cares about students.
Jayne Latz is an expert in communication skills. She is an executive communication coach who has over 25 years of experience helping others improve their lives through stronger communication, including working as a speech-language pathologist, college educator, professional speech trainer, and coach. Jayne is also an experienced public speaker. She is a Vistage Speaker and a member of the National Speakers Association has been featured in the Wall Street Journal (four times) and was a guest on the Today Show. She is also the author of Communicate Up The Corporate Ladder, How To Succeed In Business With Clarity and Confidence. As of April 2020, she is now a certified virtual presenter.
Lucy Chen is currently the vice president of Claris, an Apple subsidiary, and is in charge of the development of FileMaker Platform, including FileMaker Server, Pro, Go and Cloud. Claris is a software subsidiary of Apple Group, which develops and sells applications for automated workflow and digital transformation. Lucy has a wealth of senior management experience in Sino-US multinational companies. She served as an expatriate chief manager for 10 years. As the general manager of a Chinese company, she prepared and managed the R&D, sales and marketing operations of the Chinese branch. Prior to this, Lucy also held a number of management and technical positions at Adobe, responsible for InDesign, Illustrator and other products. Lucy holds a dual degree in Information Systems Management and Education from Seattle Pacific University.
Jerry Wang is the Founder and CEO of Haitou Global, and the Managing Partner of Haitou Emerging Tech Fund. Emerging Tech Fund is an early-stage venture fund actively managed by Haitou Global. With the investment philosophy of “Disruptive Innovation”, the Fund actively invests in and incubates innovative early stage companies in emerging industries such as fintech, consumer-tech, health-tech and clean-tech in China, the United States and emerging markets such as Southeast Asia, Africa and South America. Jerry Wang holds a bachelor’s degree in Engineering from Tsinghua University, a master’s degree in Engineering and a MBA degree from University of Notre Dame. He also holds CFA and CAIA certificates.
Liu Tianyu (Sara) is an investment analyst in the Beijing office of the Haitou Global Emerging Technology Fund, mainly responsible for investments in Asia and Africa.
Zhang Yici (Gloria) is an investment analyst in the New York office of the Haitou Global Emerging Technology Fund, mainly responsible for investments in the United States and Latin America.
Zhang Yici served as the venture capital manager of Accathon Capital in New York, responsible for venture capital and accelerator project management, and was responsible for strategic consulting project management at the Great Wall Enterprise Strategy Institute. Zhang Yici graduated from Tianjin University of Business and Commerce with a bachelor's degree in accounting, a master's degree in accounting and finance from the University of Leeds in the United Kingdom and a master's degree in finance from Baruch College in New York.
JAIMIE M. RUSH
- Senior Level Executive and Certified Project Management Professional (PMP)
- Successful Marketing Consultant for a diverse range of multi-million dollar initiatives including consumer products, financial, high education etc
- Senior Director of Extended Learning in marketing and business development at the University of La Verne
- Brigham Young University MBA
Jamiel is Founder & CEO of Chainhaus, a digital assets advisory and education company focused on decentralized finance and artificial intelligence. He has over 20 years of experience in technology, capital markets, real estate and management. Prior to Chainhaus, Jamiel worked for organizations like Lehman Brothers, JPMorgan, Bank of America, Sun Microsystems, SONY and Citigroup. Jamiel is an adjunct professor at Columbia Business School, NYU and CUNY teaching graduate-level blockchain, AI and data science subjects.
Jamiel is currently authoring a book on decentralized finance and the author of Amazon 100 bestselling Mastering Corda. He runs the Central Bank Digital Currency Think Tank which consists of central bank, academics and IEIs, and Blockchain NYC largest blockchain and digital assets Meetups in NYC consisting of over 10K+ local members and holds marquee conferences like the DEFiiCON, NFT WORLDS, CBDC Summit and DLT Summit. He is board member of the Society of Women Coders, a group that seeks to help young females in underprivileged societies better engage in technology, a cause he is deeply passionate about, and sits on board of advisors of several startups while also mentoring startups in the IBM / Columbia LAUNCH accelerator program.
Jamiel holds an MBA from Columbia University's Business School and BBA from Baruch College and is completing his second Masters in Artificial Intelligence from Georgia Institute of Technology.
Jamiel enjoys cooking, coding, reading dry & boring whitepapers, dastardly excessive travel, the elegant nuances of MMA and is an active contributor in several Java, Kotlin, Python and Rust open source projects.
Hope Yin is an exceptional Executive/Leadership/Career Coach certified by International Coaching Federation and iPEC (Institute for Professional Excellence in Coaching). Hope’s passion is to make a positive difference in the world. She is devoted to influencing and supporting people on their journey of continued success. She has coached/mentored hundreds of people.
Hope is a VP and Head of Global Talent and Learning Technology at a Fortune 25 company. She manages a multi-million-dollar technology portfolio. Starting as a developer, Hope has held multiple technical leadership roles in her 20+ years of experience in Software Engineering. She is an expert engineer, certified IT leader and transformational leader. Her team members rate her as the best leader they have ever worked with. Hope is a sought-after speaker, mentor, and coach both internally and externally.
Hope holds an M.S. in Computer Science and Engineering, an M.S. in Industrial & Systems Engineering and an M.S. in Aerospace Manufacturing Engineering.
Hope is an active community leader and volunteer in multiple non-profit organizations. Her life philosophy is, “Be the change you want to see in the world.”
In her spare time, Hope loves reading, hiking, running, paddle boarding, skiing, biking, yoga, and meditation. She lives in Dublin, Ohio with her Husband Jon, two high schoolers, Faith and Luca, and their dog Chewie. They also have two adult daughters Hannah and Alice.
Joy Zhao is a Corporate Career Coach, Business Executive, and Self-Empowerment Strategist who guides aspiring business professionals in maximizing potential, rising the corporate ladder, and achieving career goals with confidence and courage. With 15+ years’ experience in leadership roles for big brands and high-tech companies, including two in the Fortune 100, Joy has mentored 100+ professionals in optimizing their business performance and charting a positive path forward. Now, as a certified coach, she helps clients navigate successful careers using her signature methodology that includes her ‘Thick-Skin Theory’ and ‘Courage Formula.’ She is able to quickly identify what holds them back and then liberates them with a mastery of skillsets in everything from improving interpersonal communication and leadership influence, to overcoming corporate adversity and imposter syndrome, to organizing life and avoiding burnout. Her expertise: strengths-based development, 360-degree corporate relationship building, and mastery of positive self-talk.
Cathy Peng, CEO of ROCS Global, which is an executive consulting firm specialized in talent recruiting and leadership training. Its headquarter is in Silicon Valley, United States.
As a prominent Asian American business leader, she is a frequent invited Asian American business leader at the White House in Washington, DC. Cathy has frequently delivered world class training and seminars at leading institutions, such as University of Chicago, Stanford, Tsinghua University and Beijing University, etc. Having conducted business in over 40 countries, Cathy speaks English, Mandarin and Cantonese.
She has an MBA from the University of Chicago, Tsinghua University Career Coach and Global Executive Coach. Cathy has won global awards, including the Woman of M2M Award in 2014, Business Leader of Color Award in 2013 and Emerging Executive Leader.
Frank took Principal/MD Ancilla Capital Advisors of Alternative Investment and the CEO of Atrata Inc. He built the next generation leaders of the free world, ppl of strong moral and social character. Proprietary network. Frank worked as Providence Equity Partners, Head of quant analytics Morgan stanley Real estate and PE Credit Suisse Alternative Investments, DLJMB/IP
Frank holds an MBA degree from Wharton School, MSE Engineering U-Wisconsin/U Mich.
A Harvard and Yale graduate and a hedge fund Manager
The instructor has eighteen years of Wall Street and finance experience, with a strong focus on equity research and portfolio management. He held senior financial positions at Barclays, Alliance Bernstein, and American Express, among other companies. His core areas of expertise have been technology and financial stocks. Over the years, he was interviewed and cited by Bloomberg, Fox Business, Seeking Alpha, Street Insider, IBS Intelligence, and other news organizations. The instructor holds a Bachelor of Arts degree in Economics from Harvard University and a Master of Business Administration degree from Yale University, with concentrations in Finance and Investment Management. While a student at Harvard, he also held a policy internship position at the White House’s National Economic Council. In 2005-2007, he served as the Chief Financial Officer of Yale Economic Review. In 2002-2004, he conducted macroeconomic research at Harvard Business School, in collaboration with two tenured faculty members.
Carmela O’Flaherty is a dynamic executive leadership and business communication coach, consultant, facilitator, mentor, and speaker. For over 20 years, she has partnered with non-native English-speaking Senior Executive Leaders in Fortune 500 companies to effectively communicate and lead across cultures and languages, helping them gain a powerful voice, build stronger relationships, and attain job satisfaction. Carmela has lived on three continents, speaks three languages, and has pivoted her education and career several times, bringing all she has learned with her. Carmela’s multicultural, multilingual, and multidisciplinary background affords her a unique wide-lens perspective while her experience fosters a trusting relationship with her clients. Formerly a performing classical pianist, her corporate career began at Solomon Smith Barney and Bankers Trust, International Operations. As an Assistant Professor at The New School for Social Engagement, Carmela has been a testing coordinator for International Students, a teacher, and a staff development instructor. She holds degrees in International Business, Education, and Teaching English to Speakers of Other Languages. Certifications: ACC - International Coach Federation; Results Coaching - Neuro Leadership Institute; Executive Coach - Center for Executive Coaching; CPQC - Positive Intelligence; and Diversity, Equity, and Inclusivity in the Workplace.
Having experienced many transitions and cultural diversity, Carmela has made it her mission to help international professionals navigate past their challenges towards personal and professional success.
Alina Kaplan, MS, CCC-SLP/TSSLD, is a New York state-licensed and ASHA-certified speech-language pathologist. She received her BA from Hunter College and her MS from Brooklyn College and is a Compton-certified accent reduction specialist. She has extensive experience providing speech and language intervention to individuals of all ages and helping business professionals climb the corporate ladder.
Alina joined Corporate Speech Solutions in 2011. As part of our team, Alina provides training to individuals from a variety of business industries to excel with public speaking, interviews, presentations, overall professional/business communication, and accent modification.
At each initial meeting, Alina administers a comprehensive assessment, provides immediate feedback and works with the clients to develop individualized goals for training. During each training session, clients are provided with tools and strategies that they can immediately implement in daily life. Alina's clients have achieved great success in their careers due in large part to her personalized attention and excellent service.
Additionally, Alina leads a variety of group training programs. The virtual accent reduction program provides a platform for non-native speakers to connect from the comfort of their home/office across the world and practice sounds consistent with Standard American English (SAE). Alina is also the co-founder of our ‘Speak to Lead: A Speaker’s Forum’ program. This group training meets bi-monthly and provides members a unique opportunity to build on their communication and leadership skills while networking with other professionals.
Are you at the beginning stages of your career? Are you in the process of climbing the corporate ladder and want to break the ceiling? Are you a seasoned professional who is ready to take their communication to the next level. Alina will work with you to customize your training program and bring you the success you deserve.
Paul Michaels, MA, CCC-SLP, is a New York state-licensed and ASHA-certified speech-language pathologist. He holds a graduate degree in acting from Southern Methodist University where his studies included voice production and dialect training with Margaret Loft, formerly of the Juilliard School. Michaels is Compton P-ESL-certified and has worked with clients on a wide range of developmental and acquired speech and language delays and disorders. He has been a member of the team for almost ten years.