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.
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.
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.