Speaker Bios

Jon Allen

Sales Vice President, Trumark Financial

Jon Allen has over 24 years of experience in the life insurance and financial services marketplace. His expertise in estate, business, retirement and foreign national planning has provided financial advisors, independent agents, attorneys and CPA's with creative solutions using life insurance in an ever changing tax environment. Allen has a broad scope of knowledge grounded in a consultative, planning-based philosophy. In his role as Sales Vice President, he offers a differentiated experience that is strategy and product neutral and is focused on aggressive client advocacy in order to achieve a "best in market" insurance solution. Using his in depth knowledge of life insurance, long-term care and disability products as well as his broad access to multiple insurance companies, Allen and his team are able to tailor the optimal solution for each client to help ensure that their financial goals are able to be reached by limiting some of the greatest risks each client faces to achieving those goals.

Allen holds Series 6 and 63 securities designations, as well as life, accident and health licenses, certified in long term care designation, attended San Jose State University, prior to helping in the formation of Trumark in 2001, he was a successful independent insurance and financial agent.

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Feng An

Founder and Executive Director, Innovation Center for Energy and Transportation and U.S.-China Cleantech Center

Feng An is a world-renowned expert in energy technologies, clean transportation strategies and innovation. He founded Innovation Center for Energy and Transportation (iCET) in California and Beijing to promote policy changes for low carbon development and clean energy future. In 2013, iCET formed a partnership with the US Dept. of Commerce to launch the U.S.-China Cleantech Center (UCCTC) to promote clean technology innovation and collaboration between US and China. Under UCCTC, a joint US-China cleantech incubator - “The GreenMakerSPACE”, was recently established in historic downtown Pasadena to enable cross-border incubation and investment for entrepreneurs and startups with a strong network of cleantech ecosystem in both countries.

Prior to founding iCET, An served in numerous national and international institutions with various capacities, including U.S. Agency for International Development, U.S. Department of Energy’s Lawrence Berkeley National Laboratory and Argonne National Laboratory, and University of California. He also founded several California-based companies to solve energy and transportation problems. In the past decade, he has advised governments in China, U.S., E.U., Mexico, Brazil, India, Thailand and Saudi Arabia on automotive fuel economy and energy policies. He was a leading architect of China’s existing fuel economy regulations for passenger and commercial vehicles. He also severed as an advisor to Energy Foundation’s China Sustainable Energy Program, Hewlett Foundation’s Latin America Transportation Program, and Asian Development Bank’s China Energy Management Project.

An has been frequently interviewed by major international and Chinese news media such as New York Times, Washington Post and Xinhua News Agency, and invited as a keynote speaker by many international organizations including the World Bank, United Nations, European Union, International Energy Agency, OPEC, etc. Dr. An received his PhD from the University of Michigan in US and MS from Tsinghua University in Beijing, all in Physics.

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Joe Calabrese

Chair, Media & Entertainment Practice, Latham & Watkins LLP

Joe Calabrese is Chair of Latham & Watkins’ Entertainment, Sports & Media Practice. He advises clients on the creation, operation and financing of entertainment and media companies, including negotiating complex distribution and licensing agreements, mergers and acquisitions and structured finance transactions. His practice also involves negotiating broadcast licensing and joint venture agreements and related transactions for sports entities.

Calabrese currently serves on the Executive Committee of the Constitutional Rights Foundation and is the Foundation’s past chair. He also serves on the Executive Board of the UCLA School of Theater, Film and Television and the Cornell Law School Advisory Committee and is a member of the Academy of Television Arts & Sciences, International Academy of Television Arts & Sciences, and the Pacific Council on International Policy.

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Kylie Canaday

Senior Manager of Global Strategy, ResMed

Kylie Canaday is a Senior Manager of Global Strategy at ResMed., a medical devices company. Since joining ResMed in 2010, she has led strategy, corporate development, and mergers and acquisitions initiatives. Prior to joining ResMed, Canaday worked for the Global Information Industry Center (GIIC) at the University of California, San Diego, in partnership with the McKinsey Global Institute. While at the GIIC, she devoted her time to understanding the implications of “Big Data” on the healthcare industry. Prior to joining the GIIC, Canaday spent two years as an Associate in the Global Competition Policy group at LECG, a global economic consulting firm. While at LECG, she assisted clients involved in Intellectual Property and Antitrust litigation. Canaday holds a master’s degree in Economics from the University of California, San Diego, and bachelor degrees in Math and Economics from Indiana University, Bloomington.

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Jack Chen

Founder and Chief Executive Officer, Cognitive Leap Solutions, Inc.; Founder and Chairman, Transworld Capital Group

Jack Chen is the founder and CEO of Cognitive Leap Solutions, Inc., a mission-driven Silicon Valley startup providing evidence-based and scalable technologies for mental health. He also serves as founder and chairman of Transworld Capital Group focused on U.S. and China cross-border mergers and acquisitions advisory service and direct investment .

In 2010, Chen led Beijing-based Pacific Century Motors, a public-private acquisition consortium, in its acquisition of Nexteer Automotive, a major unit of General Motors specializing in steering systems and related technologies with over $2 billion in revenue, in a transaction referred to as "one of the landmark deals of the era" by the Wall Street Journal. The Nexteer Automotive transaction followed the 2009 acquisition of Delphi Corporation's braking and suspension unit by a similar Beijing-based consortium, in which I also acted as an advisor. Each of these two transactions comprised the largest overseas acquisitions by a Chinese company in the automotive parts industry at their respective times.  In addition to providing M&A advisory services, Chen has made investments in companies that have become highly successful. Those companies include Trio Engineered Products Inc., one of the world's leading independent manufacturers of aggregate and mining equipment which was sold to the Weir Group in October 2014 for approximately $238 million, and Magceutics/Neurocentria, a biotech company which is conducting a clinical trial at Stanford University which will lead to the Phase III Clinical Trial in the Alzheimer's Disease patients. Magceutics has achieved profitability through the licensing of a patented compound to nutriceutical companies. He is also a seed round investor of Surf Air.

Earlier in his career, Chen completed several notable restructuring transactions and became one of the key members of the management team post-transaction. He was a co-founder, COO and a board member of Bestone Investment Group which owned 51% equity interest in Anhui Conch Cement (914.HK) and president of MTC Direct, a VAR 500 company based in Los Angeles. Chen received his B.A. in management from Shanghai Jiao Tong University and his MBA in finance and marketing from Indiana University.

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Lisa Chen

Managing Director, Aon China Business Group N.A.

Lisa Chen is currently running the Aon China Business Group based in Los Angeles. Her responsibilities include providing Chinese expertise and risk-management advice to U.S.-based clients with risk exposures in China, and working with Chinese companies that have investments in the Americas region, providing risk-management expertise and resource coordination of Aon network offices. ACBG functions as a bridge between the United States and China, assisting clients with risk-management advice in M&A-, operational- and human capital-related risk exposures.

Chen has more than 20 years of experiences in the risk-management and insurance-advisory industry. Chen spent more than 15 years providing risk management and insurance services to U.S.-based multinational companies with operations around the world. Her expertise is in the risk identification & analysis, program design, market negotiation and implementation of global insurance programs. She was also credited for developing a global service professional service team for Aon western region.

Immediately prior to her current responsibility, Chen took on an assignment at Aon China from 2008 to 2012. She was the chief commercial officer and deputy general manager for Aon China (AonCOFCO) with eight offices including Beijing and Shanghai. As the CCO of Aon China, Chen was responsible for driving the company’s top-line growth strategy. She was instrumental in developing and execution of the strategic sales management plan and in the growth of large China-based business segmentation.

Chen received her degree in Master of Business Administration in 1991 and obtained her Chartered Property and Casualty Underwriters (CPCU) professional designation in 1996.

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Steve Chen

Owner and Chief Executive Officer, YIHE Corporation

In June, 2004, Steve Chen founded YIHE Corporation, engaged in seafood processing, import and export, wholesale, and distribution. Through years of efforts, YIHE becomes one of the largest salmon importers from China and distributors in the U.S., with major customers include Walmart, Albertsons and Vons. Its “Frontier Harvest Alaskan Jack’s Brand” salmon products is the winner of “Best New Retail” at the 2015 Seafood Expo North America voted by consumers. Started in 1989 as an ordinary fisherman working on a vessel, Chen got promoted soon to be the 2nd Officer and Chief Officer until 1994, which includes two years fishing trips in China Oceans and three years in Western Africa Oceans.

With ample fishing experience, Chen got off the boats and came back to Qingdao, one of the biggest and most famous harbor city in China to begin wild fish processing and marketing business. In 1995, he helped a Chinese seafood company to set up East Aqua Corporation in Seattle and started doing seafood business in the U.S. since then. Chen graduated from Qingdao Ocean University of China in 1989, obtained Bachelor Degree in the major of Fisheries and resourcing.

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Kevin Ehrhart

Partner, Latham & Watkins LLP

Kevin Ehrhart represents real estate investors, capital providers, owners, developers and others in all aspects of real estate related transactions. His practice focuses on capital investment directed to real estate and real estate operating companies, financings within all segments of the capital stack, joint ventures, property and operating company acquisitions and joint ventures. He regularly advises clients with respect to the formation and capitalization of joint ventures, as well as recapitalizations, raising new capital and the formation of related investment funds. Ehrhart's practice has an emphasis on the acquisition and disposition of commercial office, hospitality, multi-family, industrial and retail assets located throughout the United States, as well all types of related debt and equity financings and workouts. He regularly advises domestic and foreign investors and operators with respect to the formation and capitalization of joint ventures, partnerships, and limited liability companies focused on all matters relating to the ownership and operation of commercial real estate. Ehrhart also represents clients in connection with recapitalization of operating companies and assets, raising new capital and the formation of both GP and LP investment funds. He has been recognized by numerous national and local publications for his ability to effectively and efficiently represent clients in both complex and routine real estate and related finance transactions.

Ehrhart has represented institutional Chinese investors, both private and state-owned enterprises, in various real estate transactions in the United States. He has also spoken at and moderated conferences in China focused on Chinese investment into U.S. real estate.

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Elizabeth Harrington

U.S. Publisher at Large, Hurun Report

Elizabeth Harrington has worked in China for over 30 years. She helped conduct one of the first American joint ventures in China in 1981. Since that time, she has been privileged to work with top Chinese and American companies, as well as the Chinese and U.S. governments to build cross border trade.

Harrington began her career at Proctor & Gamble in brand management. She then joined the Quaker Oats company as Vice President and was a member of the team which conducted the company’s joint venture in China. Later she joined A.T. Kearney and helped build the firm’s China practice. She became Vice President – General Manager of Asia for Pillsbury. She was then recruited to PricewaterhouseCoopers as a Partner of the Global Strategy and China practices, based in Hong Kong and Shanghai. Former Mayor of Chicago Richard M. Daley appointed Harrington as Executive Director of the Chicago-China Economic Development Center based in Shanghai. She has served on the Boards of Directors of the CME Group and The Warranty Group. She was appointed U.S. Publisher at Large to support Hurun’s entrepreneurs and high net worth readers as they come to the U.S. for tourism, education and investment.

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Steve Hendry (’97)

Managing Director, Tang Media Partners

Steve Hendry, Managing Director of Tang Media Partners LLC, has broad and diverse Media & Entertainment experience in film, television and digital media. Prior to joining Tang Media Partners, he served as an advisor to several growth stage companies engaged in film and television production and distribution, digital media, multi-channel networks, ad technology, publishing and location based entertainment.

From 1998-2012, Hendry served in various senior financial roles at Metro-Goldwyn-Mayer Studios, most recently as Senior Executive Vice President Television Operations. In this position, he led business operations for MGM’s Television and Digital Group, encompassing Television and Digital Distribution, Television Production and Worldwide Channels. Previously, Hendry served as MGM’s Executive Vice President and CFO and Senior Executive Vice President Finance. He was instrumental in over $5 billion in debt and structured financings between 2005 and 2010, including the $4 billion financing for the 2005 Private Equity-led acquisition of MGM and a $400 million slate financing for United Artists.

Hendry came to MGM from Virgin Interactive where he was Vice President, Worldwide Financial Planning. Previously, he held positions at Paramount Pictures and in Ernst & Young’s Entertainment practice. He is a CPA (California) and a Chartered Accountant (Canada). Hendry received his Master of Business Administration from the University of California at Los Angeles and his Bachelor of Commerce degree from the University of British Columbia. He is currently a Visiting Professor at the Anderson School of Management at UCLA. In July 2014, he was appointed to the Board of Directors of Rainmaker Entertainment, Inc. (TSX VENTURE:RNK). He also serves as Chair of Rainmaker’s Audit Committee.

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Yi-Chin Ho

Litigation Partner, Latham & Watkins LLP

Yi-Chin Ho is a litigation partner in the White Collar Defense & Investigations and Antitrust & Competition Practices. Her practice focuses on representing Chinese companies, based in the US and abroad, ranging from multinational public companies to emerging companies, in antitrust and trade regulation, white collar and government investigations, securities fraud and investigations, class action, intellectual property and other complex cross-border business litigation matters.

Ho has litigated commercial disputes at all stages including arbitrations, mediations, court and jury trials, and appeals in federal and state courts throughout the country, as well as before the California Court of Appeal, the Ninth Circuit Court of Appeals and the California Supreme Court. Ho has a specific cross-cultural negotiations expertise leading complex litigation matters to settlement and dispute resolution on behalf of Chinese companies.   A native speaker of Mandarin Chinese and Taiwanese, Ho uses her language and bicultural skills to represent businesses and investors in all aspects of cross-border business expansion plans and execution in investing in the US, and to assist US companies with foreign direct investment and conducting business in Greater China. She is a regular speaker on legal issues impacting Chinese companies, and splits her time between Greater China and Los Angeles.  Ho has a proven track record of successfully leading to settlement and resolution in numerous high stakes litigation matters involving Chinese companies. Most recently, she has acted in the role of managing counsel representing Chinese clients in high profile antitrust civil class action and DOJ investigation matters involving the automotive parts and technology industries. Ho also regularly acts as outside general counsel for Chinese companies in managing and coordinating worldwide multi-jurisdictional litigation and corporate matters. Working in conjunction with Chinese and Taiwanese government agencies and regulatory authorities, she regularly conducts U.S. antitrust training and compliance seminars in Mandarin Chinese to Chinese businesses and their in-house counsel.   Ho has been quoted in and interviewed by Chinese media and news outlets, including the Chinese Daily News, World Journal, Taiwan Economic Daily News, among other leading Chinese publications.  She was recently recognized as one of the "Top Women Litigators in California" for representing Chinese companies in high profile and high stakes cross-border price-fixing matters.

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Rex Hong

Senior Vice President, Manager of China Business Development Department, Cathay Bank

Rex Hong is Senior Vice President, Manager of China Business Development Department, at Cathay Bank. He coordinates all China-related initiatives within the bank and works closely with Chinese corporations, investors and high-net-worth clients to facilitate their financial needs in the United States. Before joining Cathay Bank, Hong was the co-managing director of the Asia division of PFGBEST, one of the largest non-clearing U.S. futures commission merchants and FX brokerage firms. He launched the company's Shanghai representative office in 2007 and managed its day-to-day operations; he was also instrumental in the establishment of BESTDirect Australia Pty Ltd. in June 2012, and was licensed by the Australian Security and Investment Commission as responsible manager.

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Jian Irish (‘02)

Vice President of Strategic Supply, Sourcing & Partnerships, Sanofi

A native Chinese, Jian Irish received her Ph. D. in Pharmaceutical Sciences in Japan. She established her career in the biopharmaceutical industry through various global leadership roles at Amgen and Sanofi. Her experience covers the areas of product development and launch, manufacturing, regional operations, and alliance management. Irish is currently the Vice President of Strategic Supply, Sourcing, and Partnerships at Sanofi.

In 2011- 2014, Irish was the regional Supply Chain head at Amgen for Japan Asia Pacific. She chaired collaboration steering committees and served on JV boards. She was the driver for a strategic investment initiative, led business negotiation in China, and received many Chinese delegates in the US. Since then, Irish has continued her active involvement in the MNCs’ China growth strategy. She witnessed the significant investments and growth in both public and private healthcare sectors driven by Chinese government’s 12th Five Year Plan and public’s desire to improve the quality of life. Irish is a UCLA Anderson alumnus and graduated from the executive MBA program in 2002.

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Seamus Jiang

Director, China/US Cross-Border Deals, PwC

Seamus Jiang is a Director in PwC's Deals group based in Philadelphia. He is the lead Deals director coordinating and executing China inbound due diligence engagements in the U.S and has led more than 30 China inbound projects. Jiang has over 15 years of experience in the finance and M&A fields in North America and Asia. He has spent the recent 10 years assisting strategic and financial buyers / sellers in evaluating over 110 M&A transactions with an aggregate deal value of over $100 billion in a variety of industries including Aerospace & Defense, Consumer Products, Food, Healthcare, Hospitality, Industrial Products, Energy, Retail and Technology.

Prior to joining PwC US, Jiang worked at GE Capital Real Estate conducting due diligence and valuation for a $600 million diversified asset portfolio. Earlier in his career, he worked at PwC China, whereby he provided financial audit and business advisory services for over 40 publicly traded companies and Fortune 500 subsidiaries, including several cross-border IPOs on NYSE and HKEx.

Jiang earned his M.B.A. from Goizueta Business School of Emory University and B.A. in International Economics from Fudan University. He is a CFA charterholder and holds CPA licenses in both U.S. and China. Seamus is a native speaker of Mandarin Chinese.

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David Lee

Partner, Corporate Department, Latham & Watkins LLP

David Lee is a partner in the Corporate Department of Latham & Watkins. He served on the Training and Career Enhancement Committee for many years, and continues to lead the firm's negotiations program. He is a former member of the firm's Ethics Committee. Lee's practice focuses on mergers and acquisitions, capital markets, and general public and private company representation.

Lee was a Certified Public Accountant, and worked in the finance and accounting industry before becoming an attorney. He spent several years at Price Waterhouse in their audit and valuation departments before joining AES NewEnergy as their Controller and Vice President of Finance. Mr. Lee also worked as a strategic consultant at the Monitor Company during his career. While studying for his Juris Doctor degree at Northwestern University, Lee was simultaneously enrolled at the Kellogg School of Management in their accelerated, joint-degree program. At Kellogg, he majored in finance and was awarded the Dean's Award for Top Academic Achievement. During law school, he authored An Empirical Study of Tort Reform, a paper that won the Raoul Berger Prize for the best senior research paper of the year and was presented at the annual meeting of the American Law and Economics Association.

Lee formerly served as the Co-Chairman of the Transactions Affinity Group of the American Health Lawyers Association. He has served as a testifying expert witness on matters relating to electricity derivatives trading and accounting. He also taught accounting courses at the UCLA Extension Program.

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Joseph Lee

Senior Vice President, Director of Sales, Cathay Wealth Management

Joseph H.T. Lee is Senior Vice President, Director of Sales, Cathay Wealth Management.  He has nearly 40 years extensive experience in private banking and investment industry. He studied in the Johns Hopkins University Mathematics Department PhD program, and received his MBA degree from Chaminade University in 1979. A few years later, he opened the first Chinese owned pension actuary company in Hawaii, and eventually opened branches in Los Angeles. In early 90's, Lee received Certified Investment Management Analyst from the Wharton School of University of Pennsylvania. From 1994 to 2000, he was recruited by Citi Bank, Bank of America and Brown Brothers Harriman, the oldest and first private bank in U.S. During his career with Bank of America, as a vice president and private banker, he provided service to high net worth customers with more than $5 million investment assets. He became the most valuable private banker at Bank of America. In 2001, Lee worked as President and CEO of Far East Nation Bank Investment Services Inc. where he led a newly formed team and increased department revenue from $0 to $5 million in four years. In 2004, Lee joined United Commercial Bank as President and CEO of UCB Investment Services Inc., and increased company revenue from $600,000 to $8 million. In 2009, Lee worked for China Trust Bank/ CTBC Bank as senior vice president and director of Wealth Management. Since October, 2012, Lee has worked with Cathay Wealth Management and over the last three years has led his team's departmental revenues from $4 million to $8.7 million.

Lee is enthusiastic about contributing in non-for-profit organizations and social committees. He has  served as vice chair, trustee, administrator and commissioner for several Los Angeles County departments including the Private Industry Council, LA County Employee's Retirement Plan Committee, Work Force Investment Board. He currently serves as the Commissioner of the L.A. County Consumer Affairs.

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Yingru Li

Founder and Chief Executive Officer, Reproductive Sciences Medical Center

Yingru Li serves as the founder and CEO of Reproductive Sciences Medical Center (RSMC), an Infertility IVF clinic based in San Diego. RSMC was re-launched by Li and her management team in late 2014 based on an infertility “One-Stop-Service” model to revamp the industry and provide better care for patients.

Li is a seasoned private equity professional with 16 years of experience in the industry. The highlight of her distinguished career is, she has successfully launched, built out and managed serial investment vehicles under different umbrellas since 2007: Li started China Investment Corporation’s (China Sovereign Wealth Fund, with AUM $500 Billion) Private Equity Division upon its formation, built out its initial investment team and an over 15 billion dollar Private Equity portfolio and managed it until 2010 as managing director. After that, with CIC’s backing and appointment, she successfully launched and served as the initial Chief Investment Officer of the first Asean country investment fund (China Asean Fund) sponsored by Chinese investors. CAF initially was a 1 billion USD direct investment vehicle for natural resources and infrastructure in Asean countries. After Li’s tenor with CIC, she joined famous Hong Kong entrepreneur, Mr. Tzar Kai Li (Richard Li) and served as China Chairman to re-structure PineBridge (formerly AIG-Investment and sold to Li in 2010) in China. Under her leadership, Li led restructuring of PB China’s mutual fund senior management, hired the new CEO and turned around HT-PB in the first 12 months, AUM grew from 16 billion RMB to 38 billion. Li also started a hedge fund JV with CICC (the largest investment bank in China) to bridge Chinese high-net worth clients to invest into PB’s global products.

Li holds a bachelor degree with double majors in Ocean Geology Engineering and International Finance from China Ocean University and a MBA from the University of Southern California (USA). She currently resides in San Diego with her family. Li has founded and invested in a few local businesses including payment systems, medical services, and real estate since relocating to San Diego in 2012 for family reasons.

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Jack Liao

Chief Operating Officer, Shimao Property Holdings Limited

Jack Liao joined Shimao Property Holdings Limited in January 2011. He is currently the Chief Operating Officer and Executive Director of Shimao Property Holdings Limited, responsible for management of enterprise operation, human resources, information system and administrative support of the Group. Shimao Property Holdings Limited is a leading Chinese real estate company, dedicated to the development of residential, hotel, office and commercial properties. It has been listed on the main board of The Stock Exchange of Hong Kong since July 2006. At present, the company is one of the top 10 real estate companies in China, with over 50 projects under development in dozens of large to medium-sized cities across China and Hong Kong.

Prior to joining Shimao Property Holdings Limited, Liao worked in Ianjia Group as senior human resources manager of Northern district from 2003 to 2006, and Beijing Longfor Properties Co., Ltd. as deputy human resources general manager and chief human resources officer from 2006 to 2010. Liao holds an MPA (Master of Public Administration) of Tsinghua University, China.

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James Liu

Founder, SeabuckWonders, Inc.

James Liu, founder of SeabuckWonders, Inc., is headquartered in Chicago, Illinois. Born in Beijing and raised in the United States, Liu has learned from experts in both worlds. With strong academic credentials and significant branding and management experience forged early on at Anderson Consulting and other Fortune 500 companies, he subsequently moved to a key man position with the innovative IT start-up venture, uBid.com, and assisted it through an IPO less than one year after joining the company.

By embracing natural living and the enthusiasm for wellness, Liu next ventured into the rapidly expanding natural food industry where he built a team of sales representatives located across all 50 states in America. Liu is experienced at collaborating with U. S. regulatory agencies, including the FDA. At the same time he maintains an extensive roster of international contacts within the natural foods marketplace and travels extensively to assure ready access to a premier production chain ranging from high-quality growers to state-of-the-art GMP manufacturers and national distributors.

With over a decade of experience, Liu has successfully developed and launched multiple retail brands for the American market. Today these products are sold in both traditional natural channels (e.g., Whole Foods Market and Sprouts) and mass market channels (e.g., CVS, Walgreens and Wal-Mart). Liu is an active advocator promoting public awareness of natural health and beauty on forums ranging from magazines to public radio and TV health shows, bridging the knowledge of wild herbs and plants, traditional farmers and health-conscious consumers in the United States. SeabuckWonders family brands have achieved top award status among supplement brands by utilizing only environmentally sustainable, non-GMO and organic/wild ingredients.

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Chang M. Liu

Senior Vice President, Deputy Chief Lending Officer, Cathay Bank

Chang M. Liu has been a banker in the commercial real estate business for nearly 25 years.  After graduating from UCLA, he worked for Sumitomo Bank of California first as a loan officer and then in their Special Assets Group.  He then joined Fuji Bank, Ltd. and worked in their real estate and corporate finance group.  In 1999, he joined California National Bank in the Commercial Real Estate Group where he averaged more than $125MM in annual loan production over an 8-year span.  Through the sale of California National Bank to U.S. Bank, he stayed for more than a year to help manage over $3.0 billion in assets before he joined Pacific Trust Bank at the beginning of 2011as the EVP and Chief Lending Officer.  At the time, Pacific Trust Bank was only focused on residential mortgage lending with $875MM in assets.  After three years of organic commercial real estate loan growth with more than $400MM in new loan bookings and a couple of acquisitions, its asset size has increased to over $3 billion and it has since changed its name to Banc of California.

In March, 2014, Liu joined Cathay Bank as a Senior Vice President and was promoted to Deputy Chief Lending Officer a year later.  He is responsible for nearly half of the lending teams at the Bank, primarily on the West Coast.  Cathay Bank traces its roots to 1963 where it was founded in Los Angeles to serve the Chinese immigrant community.  Now 52 years later, Cathay Bank is publicly traded on NASDAQ under the symbol CATY.  It is the 3rd largest bank (by assets) based in Southern California with more than $13 billion in total assets, 57 branches across 9 states, serving the needs of commercial real estate owners and developers as well as middle-market business owners.  Cathay Bank's footprint means the bank is actively looking for business opportunities in Seattle/Bellevue, Dallas/Houston, Chicago, Boston and New York.  

Cathay Bank is focused on construction, bridge and mini-perm commercial real estate financing with most deal sizes ranging from $3-$15 million.  For any single deal, it can originate or hold as much as $25MM.  For any single relationship, it can hold an aggregate of up to $50MM or more.  With a flat organization and local decision-making, Cathay Bank aims to provide timely response to the financing requests.  The Bank provides competitive pricing and prides itself on service and execution.

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Fiona Ma

Chairwoman, California State Board of Equalization

Fiona Ma serves as Chairwoman of the California State Board of Equalization. She is serving her first term as a member of SBOE, representing 23 counties and nine million Californians of the Second District. Ms. Ma was previously elected to represent the 12th Assembly District from December 2006 to November 2012 and served as the first Asian-American woman Assembly Speaker pro Tempore in California history.

As Chair of the SBOE, Ma is working hard to promote a culture of fairness, efficiency and respect for California’s taxpayers and businesses. She is aggressively combatting the underground economy which deprives California of approximately $8.5 billion in tax revenue. In her first year as a Board Member, Ma launched an outreach effort through her district offices that significantly decreased the number of cannabis dispensaries operating without proper permits or collecting taxes. She has participated in efforts to crack down illegal sales of cigarettes, and has been a leading advocate in ensuring that e-Cigarettes are taxed and regulated like traditional tobacco products.

Throughout her service as an elected official, Ma has been an outspoken advocate for California’s women. In her time in the Assembly and Board of Supervisors, she championed a number of proposals to crack down on human trafficking, reform unjust sentencing laws that kept domestic abuse survivors from presenting expert testimony in criminal trials, and to provide support and resources for victims of domestic violence. Ma’s commitment to public service while she was a small business owner and was elected to serve as President of the Asian Businesses Association in San Francisco, where she quickly emerged as a leading voice for San Francisco’s small business community. She was an elected delegate to the White House Conference on Small Business under President Bill Clinton, which produced a report to Congress on the 60 top policy recommendations to help small businesses grow and prosper in the 21st century. She was later appointed to the Assessment Appeals Board, and joined the staff of former Senator John Burton as a constituent advocate.

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Jeff Moran

Vice President – Finance, International Vitamin Corporation (IVC)

Prior to joining IVC as Vice President – Finance, Mr. Moran served as Chief Financial Officer at DTT, an industry leading technology-based surveillance company. Prior to DTT, Mr. Moran served as the Executive Vice President and Chief Financial Officer of SCIenergy, an international energy management, cloud-based software company, headquartered in San Francisco. Before SCIenergy, Moran held COO and CFO positions at numerous firms including Brighton Collectibles, Inc., Nellson Nutraceutical, and Pharmavite, LLC. Moran has also held executive roles with some of the largest brands in the world: Nestle USA Food Company, Dreyer's/Edy's Grand Ice Cream, and Thrifty Drugs (now part of Rite Aid). He holds a Master of Management degree in Marketing and Strategic Management from the J.L. Kellogg School of Management at Northwestern University, and a BS in Business/Accounting from the University of Minnesota. He is also a Certified Public Accountant.

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Jerry Nickelsburg

Adjunct Professor of Economics, UCLA Anderson; Senior Economist, UCLA Anderson Forecast

Jerry Nickelsburg joined the UCLA Anderson School of Management in 2006. He teaches economics in the MBA program with a focus on Asian economies. At the Anderson Forecast he plays a key role in the economic modeling and forecasting of the national and California economies. He has conducted research in the areas of labor economics, industrial organization, statistics and international monetary economics, focusing on the development of new data and the application of economic theory and statistical methods applied to policy issues. His current academic research is on specific skills, structural unemployment, and the seasonal adjustment of time series. He is a regular presenter at economic conferences and is cited in national media such as the Financial Times, Wall Street Journal, New York Times, Los Angeles Times and Reuters.

Nickelsburg received his Ph.D. in economics from the University of Minnesota in 1980, specializing in monetary economics and econometrics. He was a professor of economics at the University of Southern California and has held executive positions with McDonnell Douglas, FlightSafety International and FlightSafety Boeing during a 15-year span in the aviation business. He also held a position with the Federal Reserve Board of Governors developing forecasting tools, and has advised banks, investors and financial institutions. From 2000 to 2006, Nickelsburg was the managing principal of Deep Blue Economics, a consulting firm he founded. He has been the recipient of the Korda Fellowship, USC Outstanding Teacher, India Chamber of Commerce Jubilee Lecturer and is a Fulbright Scholar. Nickelsburg has published over 100 scholarly and popular articles on monetary economics, economic forecasting and analysis, labor economics, and industrial organization, and he is the author of two books on monetary economics and exchange rates.

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Judy D. Olian

Dean and John E. Anderson Chair in Management

Judy D. Olian, Ph.D is the eighth dean of UCLA Anderson School of Management and John E. Anderson Chair in Management. She began her appointment in January 2006 after serving more than five years as dean and professor of management at the Smeal College of Business Administration at Pennsylvania State University, and professor and senior associate dean at the Smith School at the University of Maryland.

Under her leadership, UCLA Anderson has hired a record number of faculty, launched new global degree and certificate programs, and initiated and developed targeted partnerships in Asia and Latin America. Recently, UCLA Anderson transitioned into a new financial model for the University of California. Under her leadership, the School has raised over $325M to support innovative programming and management thought leadership, and to advance UCLA Anderson as one of the leading schools of management in the world.

Dean Olian leads a school that annually provides management education to almost 2,000 students in MBA, Masters and doctoral programs, and to more than 2,000 professionals through executive education programs. The school has several widely recognized research centers and a global alumni network of more than 36,000 graduates.  

The School's Board of Visitors has expanded, attracting many prominent business leaders who represent diverse functional and global perspectives. Olian served as the 2008 chairman of the Association to Advance Collegiate Schools of Business (AACSB International), the premier business accrediting and management thought leadership organization in the world.  

Widely published in journals on human resource management, top management team composition, and the business alignment of management systems, Olian wrote a weekly syndicated newspaper column and hosted a monthly television show on current topics in business. She is a sought-after speaker and has consulted for major corporations. She serves on the advisory boards of Catalyst; the US Studies Centre at the University of Sydney; Westwood Technology Transfer Inc; Ares Management; and United Therapeutics Corporation.  

Born and raised in Australia, Olian holds a B.S. degree in Psychology from the Hebrew University, Jerusalem, and M.S. and Ph.D. degrees in Industrial Relations from the University of Wisconsin, Madison.

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Marlin Prager ('03)

Chief Financial Officer, Legendary

Marlin Prager serves as Chief Financial Officer for Legendary. Prior to joining Legendary, Prager was a partner at W2 Films where he was responsible for coordinating with film auditors to handle fund compliance and was also involved in the structuring of German Tax Motivated Film Structures. During his time at W2 Films, he also created Digital Cinema Ventures, a start-up entity dedicated to the build-out of digital projector systems at multiple theater venues. Prager was previously a member of the entertainment and media team at Houlihan Lokey Howard & Zukin and at Price Waterhouse, LLP in a variety of accounting, financial and strategic roles.

In addition, during 2001, Prager founded a digital media services start-up known as Sample Digital, Inc. which works with well-known clients (including Microsoft and many major film studios) to facilitate the digital distribution of film dailies and other media content via the internet.

Prager earned his MBA from UCLA's Anderson School of Management in 2003. He also attended UCLA as an undergraduate and graduated Cum Laude in 1995 with his BA in Economics.

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Brendan Riley

Vice President, Fleet Sales, BYD Motors, Inc.

Brendan Riley is BYD Motors Inc. Vice President of Fleet Sales. He joined BYD in 2012 with over 23 years of experience in the area of Business Development, Sales Strategy and Operations. Originally hired to run the BYD electric bus sales, BYD has been awarded the largest TIGG ER funded contract for electric buses (by Long Beach Public Transit Company). In 2013, BYD was awarded the largest US electric bus contract at the time : (25 electric buses for Los Angeles Metro) and more recently the Americas largest electric bus award in 2015 (36 buses for Denver's 16th street mall). He also helped negotiate purchase and set up of two manufacturing plants in Lancaster, California to produce electric buses and batteries in the US.

Riley is leading his sales and engineering team to build BYD's green transportation dream in North America by heading up the electric truck, electric forklift and the electric taxi groups. Previously, he served as Vice President of Sales and Marketing at PTB Sales in. Azusa, CA. He served two terms as the President of the Southern California Chapter of the AVS for Science and Technology. Riley received his B.A. from the University of San Tommaso in Rome and is fluent in English and Italian. He has one U.S. Patent and holds a helicopter and multi-engine instrument pilot's license.

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Christopher Rising

President and Chief Operating Officer, Rising Realty Partners

Christopher Rising manages the day-to-day business activities of RRP, while also serving on its Investment Committee. Drawing on his experience as Senior Vice President, Asset Transactions at MPG Office Trust, Inc. (NYSE: MPG), he is skilled at managing acquisitions and creative development. At MPG, he worked directly with the CEO to improve finances through debt reduction and restructuring.

In 2003, Rising founded his own company, The Rising Real Estate Group (RREG.) As the company grew, he seized the opportunity to partner with BPG and created Hamilton Capital Partners (HCP), an equity fund vehicle. RREG is also a principal in 626 Wilshire Blvd, a 156K square foot office building located in downtown Los Angeles.

Rising began his professional career as an associate at Pillsbury Madison & Sutro. He worked at Cushman Realty Corporation (CRC) under brokerage legend John C. Cushman, III. Christopher then served as a Director at Cushman & Wakefield of California, Inc. (C&W), joining C&W after its merger with CRC in 2001.

Rising received his J.D. Law, Real Estate from Loyola Law School and his B.A. in History and Political Science from Duke University. He currently serves as a member of the Board of Regents of Loyola High School and chairs the Investment Committee. He is also Treasurer and a member of the Board of the Los Angeles River Revitalization Corporation and he chairs the Real Estate Committee. He is a member of the Board of Trustees of Chandler School in Pasadena and the Board of Overseers at Loyola Law School.

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Pin Tai

President and Director, Cathay Bank

Pin Tai is currently the President and Director of Cathay Bank.  He joined Cathay Bank in 1999 as the General Manager of New York Region.  He became Executive VP in 2006 in charge of the Eastern Regions and EVP and Chief Lending Officer in 2013.         Cathay Bank is a California state-chartered bank with total assets of $13 billion.  Founded in 1962, Cathay Bank offers a wide range of financial services typically provided by large regional banks, such as retail bank services, real estate lending, commercial lending, international trade finance, wealth management, SBA loan, etc.  Cathay Bank currently operates 58 branches in California, New York, Massachusetts, Texas, Washington State, Illinois, Nevada, New Jersey, Maryland and Hong Kong, and a representative office in Shanghai and in Taipei. 

Tai has over 33 years of commercial banking experience in America, Hong Kong and China.  Prior to joining Cathay Bank, he worked for Bank of China, USA in charge of credit and business development, correspondent banking and marketing.  Before that, he was employed by Bank of America in Hong Kong and China responsible for providing international banking services to Chinese state-owned banks and companies as well as multinational companies doing business in Hong Kong and China. Tai graduated from the University of Rochester with B.S. degree in Chemical Engineering and received his MBA degree with Honor from Northwestern University's Kellogg School of Management.  He was former chairman of the deacon board of Church of Living Grace of New Jersey, vice chair and board member of NY Chinatown Partnership Local Development Corporation and director of New York Chinese American Bankers' Association.  He is currently a board member of Cathay Bank, Cathay Bank Foundation and Foothill Family Service.

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Christopher S. Tang

Distinguished Professor; Edward W. Carter Chair in Business Administration

Christopher Tang is a UCLA Distinguished Professor and the holder of the Edward W. Carter Chain in Business Administration. He joined UCLA in 1985 and served as Senior Associate Dean and Chairman from 1998 to 2002, Dean of the Business School at the National University of Singapore from 2002 to 2004, and Senior Advisor to the President of National University of Singapore from 2000 to 2002. Currently, he serves as President of the Production and Operations Management Society (2013-2104) and as Chairman of the Advisory Board of the Hong Kong Polytechnic University Business School (2012-2015). He has served as a member of the International Advisory Board of the Hong Kong City University Business School (2009 - 2012), and as an external reviewer of the Columbia-London Business School-Hong Kong University Executive MBA program (2009) as well as the Chinese University of Hong Kong Executive MBA program (2009-2012). Currently, he is the chairman of the Faculty Executive Committee of the Business School at the Hong Kong Polytechnic University (2015-2018), and the chairman of the International Advisory Committee of the School of Management at the University of Science and Technology of China (2015-2020).

His research spans across different areas including: global supply chain management, retail operations, and social business operations. He has co-edited 4 books, co-written 1 book, and published over 100 academic articles in research journals such as Management Science, Operations Research, Manufacturing and Service Operations Management, Production and Operations Management, Journal of Marketing Research, Sloan Management Review, California Management Review, Interfaces and European Journal of Operational Research. In addition, he has published management articles in Wall Street Journal, Financial Times, Los Angeles Times, Fortune, and The Guardian. He served on editorial boards for over 15 international journals and research boards for startup companies. Currently, he is serving as the editor-in-chief of Manufacturing and Service Operations Management, and the editor of the Springer book series on Supply Chain Management.

Tang has advised companies such as Abbott Laboratories, Accenture, Amgen, Andersen Consulting, Bay Networks, Emerson Electric (Hong Kong), Federal Reserve Bank, GKN (United Kingdom), Hewlett Packard Company (world-wide locations), Honda America, Hughes Aircraft Company, Nestlé USA, IBM (world-wide locations), ICL International, Intertek Testing Services (England), Information Technology Institute (Singapore), Johnson and Johnson, Kleiner Perkins Caufield & Byers, Kurokabe (Japan), Northrop-Grumman, and Orient Overseas Container Limited (Hong Kong). Currently, he serves as a board member of Asia Pacific Health Ventures (California). In addition to establishing the UCLA-NUS EMBA program in 2003, Professor Tang has taught a variety of Supply Chain Management and Retail Operations related courses in the MBA / Fully Employed MBA / Executive MBA / PhD programs at the London Business School, Hong Kong University of Science and Technology, National University of Singapore, Stanford University, UCLA and elsewhere. Also, he has taught various executive programs in Australia, Brazil, China, France, Germany, Hong Kong, Japan, Korea, Malaysia, Singapore, Spain, and United Kingdom. He received his Ph.D. in Operations Research, M.Phil. in Statistics and M.A. in Operations Management from Yale University, and his B.Sc. Mathematics, (First Class Honours) from King's College, University of London.

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Allen Wang

Partner, Latham & Watkins LLP

Allen Wang is a partner in the Boston office of Latham & Watkins and served as the office managing partner of the firm’s Beijing office from 2010 to 2015. He practices corporate law, with a focus on mergers & acquisitions, capital markets and public company representation. Wang has worked on cross border mergers and acquisitions and capital markets transactions involving Chinese and US companies. Wang has worked with companies in a variety of industries, including life sciences, technology, media, gaming and financial institutions. His clients include major companies and investment banks, including Goldman Sachs, Morgan Stanley, Credit Suisse, Bank of America Merrill Lynch, JP Morgan and Deutsche Bank Securities. Prior to joining Latham, Wang worked as an associate in the general practice group at Sullivan & Cromwell in New York and as an investment banking associate in the Financial Institutions Group at Morgan Stanley in New York, where he specialized in M&A and capital markets. Wang obtained his BA, summa cum laude and Phi Beta Kappa from Yale University in 1992, JD, magna cum laude from Harvard Law School in 1997 and MBA from Oxford University in 1998, where he was a Fulbright Scholar. Mr. Wang is fluent in written and spoken Mandarin Chinese.

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Chris Wheeler

Managing Director and Co-Founder, LOHAS Farms LLC and Optimal Nutrition LLC

Christopher A. Wheeler is a well-known international financial cross-border executive and operations manager with deep personal experience in the complex and highly regulated fields of health care services, food production, consumer product and pharmaceutical manufacturing and distribution in both the United States and Asia.

Currently as Managing Director and co-founder of both LOHAS Farms LLC and Optimal Nutrition LLC., Wheeler is deeply involved in the sourcing and manufacturing of high-quality American-made food and nutritional supplements with a focus on selling such products to the rapidly-growing Asian consumer population. He serves as the sponsor and co-operating manager of a major farm land development and reclamation project located in Southeast Asia that will ultimately control and manage over 1 million acres of farm land. The project will be a benchmark for the reclaiming and reinvigoration of heretofore unproductive farm land by providing modern farming methods, technologies, and capital to create a vertical network that will maximize crop production from the planting of seeds to the sale of the finished product. Over the last three years, Wheeler has focused in the areas of infant formula, nutritional supplements, and over-the-counter medications for export to China. LOHAS Farms has been developing an entire portfolio of proprietary organic soil enhancement products (ranging from fertilizers to pesticides) and have conducted many hands-on tests and follow-on crop applications in Vietnam that have led to his success in Vietnam.

Also serving as co-founder and Managing Director of AJC Wealth Advisors, Wheeler has an extensive background as an investment banker, chief financial officer, or managing partner for multiple healthcare, consumer product, and manufacturing projects within the United States. With a long-time background as the co-founder, owner, and chief executive officer of a chain of acute care hospitals, over his thirty years of either ownership or operation, Wheeler became an acknowledged leader in the acquisition and restoration of troubled hospitals. His skill and leadership in directing the restoration and return to operating stability of these financially distressed operations into efficient and profitable business models has been proved many times over. His leadership reinvigorated these complex businesses into successful operations using techniques required to be a successful operator of acute care hospitals and assisted living facilities within this regulated business. While a long-time resident of China, Wheeler has also served as the Managing Director of Asia Operations for a Swiss pharmaceutical manufacturer and eChinaMD, a health and media marketing company focused on television production within China.

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Michael K. Woo

Dean, College of Environmental Design, Cal Poly Pomona

Michael Woo, the son of Wilbur K. Woo, is the dean of the College of Environmental Design at Cal Poly Pomona, one of the leading schools producing architects, landscape architects, urban planners and graphic designers working in California. He was the first Asian-American and the first trained urban planner elected to the Los Angeles City Council, on which he served eight years as a representative of Hollywood and surrounding neighborhoods.

In his spare time, Woo continues to be active in community affairs. He was a long-time member of the Los Angeles City Planning Commission. He chairs the board of directors of Sustainable Economic Enterprises of Los Angeles, the nonprofit organization that runs the Hollywood Farmers Market; and now serves on the jury to evaluate proposals to redesign Pershing Square, the venerable city park in downtown Los Angeles.

Woo is a trustee of the Lingnan Foundation, a U.S.-based charitable foundation that supports academic innovation and international opportunities at Sun Yat-sen University (which has incorporated Wilbur Woo's alma mater Lingnan College) in Guangzhou and at Lingnan University in Hong Kong. Like his father, Woo is a product of the University of California. He earned his B.A. in politics and urban studies from UC Santa Cruz, and his master of city planning degree from UC Berkeley.

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Xiaoyong Wu

Chief Executive Officer, Phoenix Satellite Television (U.S.) Inc.

Xiaoyong Wu is the Chief Executive Officer of Phoenix Satellite Television (US) Inc. Born in 1952, Wu experienced a lot of hardship and persecution through the political turbulences in China during the 1960’s and 70’s. He spent five years in a village as a peasant in Northern Shanxi Province from 1968 to 1973, during which he learned all the farm work, was elected a production team leader in charge of 35 peasant households, read various books and taught himself English.

Wu received his college education at Beijing Foreign Studies University majoring in English literature and translation from 1973 to 1977. Graduating at the top of his class, Wu was assigned to work at Radio Beijing (China Radio International) English Department of Radio, Television and Film Ministry. In acknowledgement of his good work and journalistic potential, The Ministry sent him to University of Missouri, School of Journalism in 1980. After receiving his MA degree in broadcast journalism, Wu returned to Radio Beijing in 1982. He worked as a reporter, editor, political and diplomatic correspondent, news director, and deputy department director. While at Radio Beijing, he helped launch the first English language commercial radio service in China, EZ-FM. Under his leadership, Radio Beijing also changed from pre-recording to live broadcast and produced numerous award winning programs, such as “Ten-Year Review of China-U.S. Relations,” and “Live Broadcast of 35th National Day Parade.” Due to personal and political reasons, Wu left Radio Beijing and joined the World Bank’s Permanent Mission in China in 1990. He started as a translator but was quickly promoted to consultant, and project officer to work on key World Bank loan projects.

In 1994, Wu was offered the Nieman Fellowship of Journalism by Harvard University and spent a year there to take economic and leadership classes at the Kennedy School of Government. After his return to China from Harvard in 1995, he joined his old friend, Mr. Liu Changle, to plan and launch Phoenix Satellite Television. At Phoenix, Wu worked as Director of Advertising Sales, Director of Business Development, Director of Program Acquisition and played a major role in the Company’s IPO in 2000. As the CEO of Phoenix U.S.A., Wu built the subsidiary from scratch and quickly expanded Phoenix business in North America. Phoenix U.S.A. now has 50 employees, operating three news bureaus, and broadcasting three channels on DirecTV, Echo Star (Dish Network), Charters Communication Cable, Rogers Cable Communications and Bell ExpressVu in Canada, and several other satellite and cable television platforms.

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Xianhui Xu

Executive Director, Commercial Aircraft Corporation of China (COMAC) USA Office

Xianhui Xu has served as the Executive Director of Commercial Aircraft Corporation of China (COMAC), USA office since August 2013. In this role, he is responsible for shareholder relationship, corporate management and public relations. Prior to moving to the U.S., he was a director for COMAC’s general office in Shanghai where he was responsible for corporate relations with the public, government and suppliers. From 2005 to 2008, Xu was deputy director of the Beijing Organizing Committee for the Games of the XXIX Olympiad (BOCOG) in the media operations department and national swimming center in Beijing. Prior to this position, Xu was previously a journalist for Xinhua News Agency, China’s national news agency and leading media group.

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Cavan Yang

Managing Director, Mergers & Acquisitions, BofA Merrill Lynch

Cavan Yang joined Merrill Lynch's Mergers & Acquisitions group in 2005 and is responsible for the firm's real estate, gaming and lodging M&A practice. Prior to Merrill Lynch, he was an M&A investment banker for Prudential Securities and Updata Capital. Over the course of his career, Yang has executed on over 80 corporate M&A transactions totaling in excess of $100 billion in value.  He received his B.S. in Economics and A.B. in Public Policy from Duke University and his M.B.A. from The University of Chicago. Recent representative transactions include Intercontinental  Hotels Group's acquisition of Kimpton Hotels & Restaurants, Korea Investment Corp.'s  joint venture  acquisition of a portfolio of 6 luxury hotels with Westbrook Partners, the sale of IBM's x86 server division to Lenovo, the sale of Industrial Income Trust to Singapore-based Global Logistic Properties, the sale of Home Properties to Lone Star Funds, the sale of Rouse Properties to Brookfield, and Toshiba Tec's acquisition of IBM's retail store solutions business.

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Tony Yu

CEO & General Counsel, DSG Business, Tax, & Wealth Planning, Inc.

Tony Yu is an Attorney, CPA, Certified Financial Planner and Chartered Property Casualty Underwriter at DSG Business, Tax, & Wealth Planning, Inc.  Yu combines law, tax, insurance and financial planning to help clients with business protection; business and tax planning; and wealth transfer.  DSG has its own in-house DSG estate planning law firm and also an insurance brokerage that has access to all business and life insurance carriers, with exclusive pricing.  Yu was a former estate planning attorney at the international law firm of Holland & Knight LLP and he has also clerked at the Los Angeles Probate Court.

For inbound China clients, Yu counsels them on (a) Pre-Immigration Financial Planning, (b) Investment Protection, (c) Foreign Ownership of US Property, (d) International Tax Planning, and (e) Foreign Trust Planning.   

Yu is the Chairman of the Asian Pacific Community Fund, President-Elect for the Taiwanese American Lawyer Association, Founding President for the Asian Pacific CPA Association, and Governor on UC Hastings Law School Board.  He graduated cum laude from UCLA with degrees in Business-Economics, Communications, and Accounting. Yu is fluent in English, Mandarin, Spanish and Taiwanese. In 2008 and 2012, the Southern California Super Lawyers Magazine recognized Yu as a "Rising Star" in law (top 2.5% of attorneys). Yu received his J.D. from the University of California Hastings College of Law.

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William Yu

Economist, UCLA Anderson Forecast

William Yu joined the UCLA Anderson Forecast in 2011 as an economist. At Forecast he focuses on the economic modeling and forecasting of Los Angeles economy. He also conducts research and forecast on Asian emerging economies, especially China, and their impacts on the US economy. His research interests include a wide range of economic and financial issues, such as time series econometrics, stock, bond, real estate, and commodity price dynamics, human capital, and innovation. He has published over a dozen research articles in Journal of Forecasting, International Journal of Forecasting, Journal of International Money and Finance, etc. He also published op-ed articles in Los Angeles Times and other newspapers. He developed the City Human Capital Index and the Los Angeles City Employment Estimate and has been cited in the local, national and overseas media frequently including Wall Street Journal, Los Angeles Times, Washington Post, Time, Bloomberg, CBS Money Watch, Al Jazeera, U-T San Diego, LA Daily News, LA Daily Breeze, Straits Times, NBC, ABC, CNBC, CNN, and NPR, as well as various Chinese and Korean media. 

He received his bachelor's degree in finance from National Taiwan University in 1995 and was an analyst in Fubon Financial Holding in Taipei from 1997 to 2000. In 2006, he received his Ph.D. degree in economics from the University of Washington where he was also an economics instructor and won two distinguished teaching awards. In 2006, he worked for the Frank Russell Investment Group for Treasury and corporate yields modeling and forecasting. From 2006 to 2011, he served as an assistant and an associate professor of economics at Winona State University where he taught courses including forecasting methods, managerial economics, international economics, macroeconomics, and Asian economies. Since 2016, he has started to teach business forecasting at UCLA.

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Jenny Zhan

Executive Vice President and Chief Accounting Officer, Interstate Hotels & Resorts

Jenny Zhan is executive vice president and chief accounting officer for Interstate Hotels & Resorts. She is responsible for overseeing all aspects of the Company's corporate accounting, treasury management, and corporate financial analysis and planning functions. In this role, Jenny has also led the implementation of several system applications in improving the efficiency and quality of operations within corporate finance and accounting.

Prior to joining Interstate in early 2012, Zhan was a senior manager with PricewaterhouseCoopers (PwC) where she led the global service delivery on various multi-national corporation clients of the firm, advising clients on various issues including SEC reporting, technical accounting, Sarbanes-Oxley rules and implementation, and mergers & acquisitions, among others. While with PwC, Zhan also performed a three-year tour of duty with the firm's Shanghai, P.R. China office, responsible for leading the cross-border collaboration between the two PwC firms. She is a co-founder of the PwC US firm's China Business Network group.   Zhan is a certified public accountant and holds a B.A. in International Business from University of International Business & Economics (UIBE) of Beijing, China and an M.B.A from Carnegie Mellon University.

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Adam Zheng

Co-Founder and Chief Operation Officer, ObEN.com

Founded in 2014, ObEN is an artificial intelligence (A.I.) company based in one of the world’s most successful incubators, Idealab in Pasadena, CA. ObEN has built a sophisticated and highly patented A.I. voice synthesis technology that allows A.I. to speak and sing in any humanlike voice and in any language. ObEN’s technology offers people a new immersive and interactive audio experience to enjoy music, movie/TV, virtual reality, and IoT. For example, with ObEN’s technology, you can sing any song in the world like a professional singer in your own voice.

Zheng previously was a venture partner at Lightspeed Venture Partners in China. He mostly invested into the digital media and big data sectors. He received the Master's in Financial Engineering from the Haas School of Business at UC Berkeley (2003), and a Ph.D. in Transportation & Air Quality from UC Davis (2003). While Zheng studied his Ph.D., he published papers in Atmospheric Environment, Environmental Science and Technology, and Transportation Research Part B. Adam speaks both Chinese (native) and English.

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Ming Zhu

Senior Associate, Latham & Watkins LLP

Ming Zhu is a senior associate at Latham & Watkins and co-chair of the firm’s Asian Lawyers Group. She has represented individual and corporate clients in a wide range of complex commercial matters, including licensing and contractual disputes, securities class actions, and internal investigations. Zhu has appeared before local, state and federal courts in Massachusetts, California, and the District of Columbia at the trial and appellate levels, and has also represented clients before multiple international arbitration tribunals. Her clients have included corporations and corporate executives in the technology, pharmaceutical, solar energy, manufacturing, and financial services industries.

Prior to joining Latham, Zhu clerked for the honorable Harry T. Edwards at the United States Court of Appeals for the District of Columbia Circuit and also served as a Litigation Fellow with the Boston Lawyers’ Committee for Civil Rights and Economic Justice. Zhu is fluent in Mandarin and previously worked in Beijing, China as a governmental policy analyst for the American Chamber of Commerce. She received her B.A. in International Relations from Stanford University and her J.D. from Harvard Law School, where she also served as an editor of the Harvard Law Review.

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2016 Wilbur K. Woo Greater China Business Conference