2023 Shanghai Institutional Investor Roundtable

Priti Singh

Sr MD & Global Head of Capital Markets & Factor Investing, CPP Investments

Priti leads CPP Investments Global Capital Markets and Factor Investing department, which is comprised of External Portfolio Management, Systematic Strategies Group, Investment Engineering & Analytics and Strategy, Risk & Operations groups. She is the Chair of the Inclusion and Diversity Leadership Council.

Before this appointment she was Managing Director and Head of External Portfolio Management, responsible for managing a global portfolio of externally managed funds that complement and enhance our internal public market investment programs. Prior to joining CPP Investments in 2008, Priti worked for over eight years in the financial services and telecommunication industries.

Priti holds an MBA from the Rotman School of Management of the University of Toronto and an MS in Physics from the University of Waterloo. She currently serves on the Board of Trustees for the Standards Board for Alternative Investments.

Thomas Deinet

Executive Director, SBAI

Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.

Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.

Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.

Jinxi Tang

President, Shanghai Chongyang Investment Management Co, Ltd

Jinxi Tang is President of Shanghai Chongyang Investment Management Co, Ltd. Mr. Tang joined Chongyang Investment in 2015. Before that, he successively served as division director in the department of futures supervision and fund supervision of CSRC, vice chairman and general secretary of AMAC. He is the vice chairman of AMAC, co-chairman of private securities investment fund committee of AMAC, vice chairman of SAMA.

Mr. Tang graduated from Renmin University of China.

Yuying Wang

Managing Associate, Simmons and Simmons

Yuying Wang focuses on the practices of private investment fund formation and regulatory matters. She has advised a number of leading global asset managers on their access to China market through QFI, QDLP, QFLP/QDIE and PFM regime. She has also assisted multiple well known global fund managers in their launch of investment funds in China, and provided compliance advices during fund operation. The global asset managers that Yuying has provided services to include Aspect, Brevan Howard, Davidson Kempner, Legal & General, Squarepoint, Barings, Blackstone, D.E. Shaw, Man Group, Tow Sigma, William O’Neil and etc.

For domestic managers participating in the global market, Yuying has facilitated Linjun, M31, CloudAlpha, 5Y, CreditEase, J&T Global Express, Captain Cool, Babel, China Railway HK, etc. in the launch of investment funds offshore, group restructuring, and fund interest secondary transactions.

In relation to fund investments, Yuying represented a significant amount of institutional investors, such as CICC, Pingan, China Reinsurance, Sina, National Council for Social Security Fund, for their investments in the onshore and offshore funds raised by reputational fund managers in the market. She also participated in the down-stream investments of some PE funds in the industry of TMT, automobile, healthcare and culture.

Yuying is PRC bar and New York bar licenced.

Theresa Han

MD, Absolute Return Strategies, GCM Investments Hong Kong Ltd

Ms. Han is the strategy head for Asia and other globally oriented strategies, serves on the Global Investment Council and is located in the Hong Kong office.

Prior to joining GCM Grosvenor, she was a Managing Director at China Investment Corporation, where she co-managed the hedge fund allocation portfolio. Previously, she was an Investment Officer with Alternative Investment Solutions of UBS Global Asset Management with responsibilities in manager research and operational due diligence in Asia. Prior to joining UBS, she was an Associate Fund Manager with Value Partners Hong Kong, responsible for the research and investment of Hong Kong listed shares and China B shares. Prior to Value Partners, she served as a Manager with the Licensing Division of the Securities and Futures Commission in Hong Kong. She began her career with PricewaterhouseCoopers, LLP in the audit division as a Senior Accountant.

Ms. Han holds a Bachelor of Business Administration in Accountancy from Chinese University of Hong Kong. She is a qualified accountant and holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst® designations.

Wei Liu

Partner, Clocktower Group

Wei is the lead partner for Clocktower’s public markets practice and leads its initiatives in China. He is a member of the firm’s management and investment committees. He joined the firm and became partner in 2018, managing the investment due diligence for Clocktower’s macro seeding platform and advising clients on their hedge fund portfolios across asset classes. Simultaneously, Wei began to develop Clocktower’s China business by building a robust local network and developing an on-the-ground research effort in the region.

Today, Wei leads Clocktower’s public markets group, which houses both the macro and China hedge fund investment teams who cover all manager research and manager monitoring. Prior to joining Clocktower, Wei was a part of Seal Capital, a global macro hedge fund based in Los Angeles as a Risk and Systems Analyst. Wei started his career in 2009 at Trust Company of the West (“TCW”), a $180 billion investment management company. Wei worked on the Mortgage-Backed Security (“MBS”) desk, supporting the research team on various projects.

Wei graduated from the University of Southern California in 2009, with a Master of Science degree in Mathematical Finance. He received a Bachelor of Science in Mathematics from Fudan University in Shanghai, China. Prior to this, at the age of 16, Wei received first prize of the National Mathematical Olympiad competition in China. He also holds a Financial Risk Manager distinction and the Chartered Financial Analyst designation.

William Ma

Global CIO, GROW Asset Management

William Ma is CAIA Global Board of Director, SBAI Asia Pacific Committee Member, Shanghai Municipal Bureau of Finance QDLP advisor, Eurekahedge Asia Hedge Fund Award judge and Overseas Golden Bull Award judge panel advisor.

Previously he was the Chief Investment Officer of Noah Holdings and Gopher Asset Management before founded GROW, and responsible for overseeing all investment management, asset allocation and investment products due diligence of combined USD 80 billion of asset. He launched the first China multi strategy hedge fund and managed different China domestic public market hedge funds including a Greater China multi-managers fund, ranked the best emerging market fund of hedge funds globally (3 years annualized return) by BarclayHedge, and led the team won the prestige Golden Bull Award - Best Domestic Fund of Hedge Funds in China in 2018 as well as won numerous awards from InvestHedge, HFM and AsianInvestor.

Mr. Ma co-founded Penjing Asset Management(PAM) in 2005 prior to joining Noah in 2015, managing USD 2 billion in client assets. Mr. Ma was Asia CIO of Gottex Fund Management (GFM) in 2012 when PAM was acquired by GFM. • Over his 20-year investment experience, Mr. Ma has analyzed over 2500 Asian hedge funds and invested in 250 of them.

Mr. Ma holds a Bachelor of degree of Engineering from the University of Hong Kong, and a holder, and member of the Hong Kong Institute of Financial Analysts. Master degree of Business Administration (Finance and E-Commerce) from University of San Francisco. He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst holder, and member of the Hong Kong Institute of Financial Analysts.

Richard Johnston

Chairman, Asia, Albourne Partners (Asia) Ltd

Richard is the Chairman, Asia of Albourne Partners. He joined the firm in September 2004 to set up and head their Asian region providing both research on Asian based managers and consulting services to investors. Albourne Partners Limited is a leading UK based independent alternative investment advisory firm representing over 330 clients with an estimate of over $700bn allocated to alternatives. Albourne Partners Limited was established in 1994 and has over 600 employees in 11 offices around the world.

Richard spent the previous eleven years with UBS AG in Hong Kong and Singapore, in various senior positions managing equity proprietary trading, convertible bonds and prime brokerage in the region. Prior to this, he was with Baring Securities in London and Tokyo, specialising in arbitrage trading and risk management.

Richard graduated in Computer Science from Manchester University, UK in 1981 and was admitted as a member of The Institute of Chartered Accountants of England and Wales in 1985.

Mark Dong

Co-Founder & General Manager, Minority Asset Management (Hong Kong)

Mark Dong is the Co-founder and General Manager of Minority Asset Management (Hong Kong). Mr. Dong oversees the offshore business of the firm.

Prior to Minority, He was Assistant General Manager for ChangAn Fund Management and Deputy General Manager at ChangAn Wealth Asset Management in Shanghai. Previous to ChangAn, he was Head of Operation & Product Management for China at Thomson Reuters. Mr. Dong gained overseas experience primarily in Sydney where he began his career as an analyst at Royal Bank of Canada then he became Assistant Analytics Manager at J.P. Morgan.

Mr. Dong earned his Master of Applied Finance degree from Macquarie University and Master of Business Administration degree from China Europe International Business School.

Jimmy Fan

Research Director, Greater China, Winton

Jimmy leads Winton’s research into China’s onshore futures in Shanghai. His responsibilities include identifying trading system and risk management enhancements for Winton’s $1.5 billion China CTA strategy and conducting original research into new technical and fundamental trading systems.

Joining Winton in 2009, Jimmy spent more than a decade working in roles across the firm’s research and investment management team in London, before relocating to Shanghai in 2019. He has worked on a wide variety of projects, ranging from improving portfolio optimisation and execution, to implementing new global futures trading systems and best-in-class research methodology.

Jimmy holds a BSc in mathematics from Shanghai Jiao Tong University and a PhD in mathematics of operations research from University of Cambridge.

Bo Huang

CEO & CIO, Jasper Capital International Ltd

Dr. Bo Huang is the CEO and CIO of Jasper Capital International Limited. He has over 10 years of quantitative investment experiences and currently leads the Jasper quantitative investment and research team. Bo oversees the quantitative model research and development, which includes analyzing various financial data, generating high quality alpha signals using statistical modeling and machine learning, applying machine learning models on dynamic factor integration, designing framework for risk management and portfolio optimization. He is also responsible for developing mid/high frequency strategies.

Before joining Jasper Capital in 2017, he gained crucial financial expertise as a portfolio manager at Infore Capital Management. Dr. Huang started his career at Bank of America Merrill Lynch (Arxis Capital LLC split-off) in the U.S. as a quantitative strategist.

He holds a Ph.D. in industrial engineering and operation research from Columbia University.

Thomas Deinet

Executive Director, SBAI

Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.

Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.

Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.

Frances Chang

Founding investor, Director & Chairwoman for Sustainability, Fairness, Ethical Committee, Noah Holdings Ltd

Ms. Chang has over 33 years of experience in the asset management industry, working for JF Taiwan, AAAM and Robeco as the senior executive. She was the convener of the Industry Promotion Committee of the Securities Investment Trust and Consulting Association of Taiwan China, and she actively participated in the discussion and amendment of securities-related regulations across Mainland , Taiwan, and Hongkong.She is also a guest lecturer of EMBA at the College of Management of National Taiwan University in Mainland China, the member of Shanghai Asset Management Association and the member of Standards Board for Alternative Investments.

In the meantime, Ms. Chang has been keen to the sustainability development and ESG investing for over 20 years, also the member of organisations such as the Caixin China ESG30 Forum, Carbon Neutral Action Alliance of the Shanghai Environment and Energy Exchange, and Committee of TCFD China Consulting Ratings Alliance.

Thomas Deinet

Executive Director, SBAI

Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.

Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.

Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.