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加中金融
加中金融
《加中金融期刊》编辑小组 CCFA Journal Editorial Board
Daju Gu is currently the COO of Toronto Futures Options Swaps Exchange (tFOSE) and President of CC FA. Daju has over 20 years experience in the financial
industry, serving financial institutions including TD, RBC, BMO, Scotia, CDCC, TMX, and London Life. He was the president of TMX Razor Risk Technologies
(2013 – 2017). Daju’s decades of experience in developed markets, coupled with his education in both China and Canada, gives him an unique perspective and
solid understanding of Chinese and Western cultural and regulatory environments.
顾大局是多伦多期货交易所首席运营官,CCFA 会长。大局在保险、银行和资本市场领域拥有超过 20 年的经验,曾在 13-17 年间担任多交所集团旗
下风险技术公司总裁。大局曾为包括加拿大道明银行、皇家银行、蒙特利尔银行、丰业银行、衍生品清算所、多交所和伦敦人寿在内的金融机构提
供服务。大局在发达市场数十年的经验,加上他在中国和加拿大的教育经历,使他对中国和西方的文化和监管环境有着独特的视角和理解。
Ti Wang is a CCFA Board Member. Ti came to Canada in 1985 to study mathematics and obtained his PhD from the University of Toronto in 1992. He joined
the Bank of Montreal in 1994, and is now a Director of Quantitative Fixed Income at RBC Capital Markets. Ti is an active member in his community and is a co-
founder and former president of the Canadian Chinese Finance Association. He joined the CPAC Board in 2014 and was elected its President from 2020 to 2022.
王体博士,加中金融协会董事会成员。1985 年到加拿大学习数学,1992 年在多伦多大学获得博士学位。他在 1994 年加入蒙特利尔银行,后来又加
入了加拿大皇家银行。他是加拿大皇家银行资本市场固定收益量化团队的主管。他一直积极参与社区活动,是加中金融协会的联合创始人和前会长。
他在 2014 年加入了加中专业人士董事会,并当选为 2020-2022 年的主席。
Dr. Yanan Wu is the Chairman of Kuai Kuai Belt and Road Holdings Pte & Shanghai Yahou Asset Management Inc. Yanan has over 23 years’ global and Chinese
investment experience. He served as VP and senior portfolio manager for CITIC-Prudential Fund and TD Asset Management, respectively. He was an executive
board member of China Quantitative Investment Club, and one of the founders of Shanghai Financial & Innovative Investment Forum. Yanan has Ph.D in
statistical physics from University Western Ontario and was a research staff at Los Alamos National Laboratory, New Mexico, USA. Yanan serves as a Director
of CCFA Board.
吴雅楠博士,现任快快一带一路控股有限公司董事长和上海亚厚资产管理有限公司董事长,具有逾 23 年全球及国内投资管理经验。曾任信诚基金
管理公司和加拿大道明资产管理公司副总裁和高级投资经理。北京市特聘专家,中国量化投资俱乐部理事,上海金融创新投资系列论坛”组委会成
员。1996 年获加拿大西安大略大学统计物理和应用数学的博士学位,美国洛斯阿拉莫斯国家实验室研究员。
Emily Gu is currently working as Private Investment Advisor at TD bank, who served in the CCFA community as Secretary General since 2017. Emily has more
than 20 years international practice with reputable Financial & Banking groups in Shanghai & Singapore. Prior to TD Wealth, Emily was the General Manager
of UBS Shanghai Branch, Executive Director of UBS Wealth Management, China. Emily graduated from Fudan University and holds an MBA from the Olin
Business School, Washington University at St. Louis since 2012.顾怡目前在道明银行担任私人投资顾问,同时自 2017 年以来担任加中金融协会的秘书
长。顾怡在上海和新加坡拥有 20 多年的著名国际金融和银行集团的执业经验。在道明财富之前,Emily 是瑞银上海分行行长兼财富管理中国区执行
董事。顾怡毕业于复旦大学, 2012 年获美国华盛顿大学圣路易斯奥林商学院工商管理硕士。
Yicent Chen is Vice President of Trading Analytics at BMO Capital Markets and Executive Director of CCFA. Yicent has over 8 years of experience working in
Canadian banks with a focus on risk and derivative pricing model validation and development. Yicent has a track record of leading teams to develop professional
development sessions focusing on risk management since 2014. Yicent holds a Master of Science degree in Finance from Simon Fraser University (SFU) and a
Bachelor of Science degree in Computer Science from University of British Columbia.
陈益龙,加拿大蒙特利尔银行资本市场交易分析副总裁、加中金融协会执行董事。在加拿大蒙特利尔银行资本市场,主要负责衍生品对手信用风险
定价建模,有超过八年的对手信用风险调整建模的丰富经验,包括衍生品定价模型的检测和量化建模。自 2014 年开始,他会定期组织风险管理专
业讲座。拥有西门菲莎大学的金融硕士学位和英属哥伦比亚大学的计算机本科学位。
Michael Lu is a Senior Business Development Manager at RBC Global Asset Management and a CCFA Committee Member. Prior to RBC, Michael held various
roles in data analytics, front-office capital markets, and actuarial consulting with a large Canadian bank and a top global pension consulting firm. Michael earned
a BMath in Actuarial Science & Finance from the University of Waterloo and is currently pursuing his CFA charter.鲁晓轶在加拿大皇家银行环球资产管理担
任业务拓展经理,也是加中金融协会 (CCFA) 的理事会成员。在加入皇家银行环球资产管理之前,晓轶 在 一家大型的加拿大银行以及一家顶尖的全
球性养老金咨询公 司担任过数据分析、资本市场前端和精算咨询领域的多个职 位。晓轶拥有滑铁卢大学精算学与金融专业数学学士学位, 目前正
专注于考取特许金融分析师证。
CCFA JOURNAL OF FINANCE MARCH 2021
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