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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 CCFA. 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.顾贻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。顾贻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。顾贻毕业于复旦大学, 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   DECEMBER 2020
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