Chapter Head

Mario Valverde is a Senior Principal, Institutional Business Development at Cerity Partners. Before joining Cerity Partners, he held senior institutional sales roles at BlackRock, State Street Global Advisors, and Nuveen (a TIAA company). In these positions, he was crucial in business development and client engagement across various institutional channels.

Shane is a fellow of ACCA and is also a CAIA Charterholder. Shane has extensive industry experience, designing and delivering solutions while specialising in the Private Equity sphere. As Head of Accounting & Valuations for Harmonic Fund Services Ireland, Shane has established & managed large Irish regulated structures, while also coordinating global reporting structures for large investment banks, via oversight of a multi-jurisdictional team

Jennifer Tribush is the Head of Global Product Solutions for Fidelity Investments, her team is responsible for the implementation of new investment vehicles, execution of transition solutions, and oversight of fund events supporting all asset management divisions and distribution channels. She is also leading the alternatives product strategy and execution.

Andrew joined Willis Towers Watson in 2012 and is Head of Investments Korea, advising Korean institutions.  Andrew commenced his investment career in Canada progressing through a number of roles including product development, research analyst and investment management. He returned to Korea in 2007 to take up a Global Portfolio Manager role at the Asset Management Division of Dongbu Insurance.

Lisa A. Cavallari, CAIA, FRM is a director of fixed income derivatives and commodities for Russell Investments. Prior to Russell, Lisa spent over six years as a portfolio manager and trader on the structured products desk at Barclays Global Investors (now BlackRock). Prior roles involved managing derivative overlays for large pension plans, creating a hedge fund at ZGI Group and a year as a researcher at Ibbotson Associates. She holds Series 24, 7 and 63 licenses and is both a CAIA and FRM charter holder. Lisa earned a B.A. in Economics from Northwestern University and an M.B.A.

CAIA Member since 2014

Minjun Kim is Partner at T3 Ventures, focusing on venture companies and new growth investments. Previously, he was Co-Founder and Managing Partner of SAP Investment Management, a multi-family office based in Seoul, Korea, and also served as Consultant to Baker Brothers Investments, a US-based biotech investment company.

Ean Kiam Ng is Investment Director, a Key Investment Personnel and Responsible Officer at Pando Finance Limited. Ean Kiam (EK) has more than 30 years of portfolio management experience and had worked in banks, insurance company, international fund management house, boutique investment firms, private bank, family office and hedge fund, both in Singapore and Hong Kong. He received his Bachelor of Business Administration (Hons) and Master of Science in Financial Engineering from the National University of Singapore.

In 2008, Jerry Xu graduated from the Shanghai University of International Business and Economics, Master of economics degree majoring in International Finance. In 2005, he graduated from Beijing Technology and Business University with Bachelor degree of Finance majoring in Security Investment. He worked at SooChow Fund Asset Management Company as a financial engineer analyst and product manager from 2008 to 2010.

CAIA Member since 2013

Vincent Wang is the founding and managing partner of Promise Advisors. Promise Advisors is a boutique investment advisory firm in mainland China, specializing in providing customized advisory services to local institutional investors and family offices on alternative asset allocation. Promise Advisors has been elected as the Qualified PE fund Advisor for China National Social Security Fund and many top china insurance companies. Vincent has advised dozens of fund investments by institutions and families during last three years.

Bruce Li has been actively involved in the founding chapter activities in China. He has 25 years of investment and management experience across the United States and China, covering the areas of asset management, private equity, and hedge fund. He is currently a partner at Yin Yue Investment, a boutique investment firm in mainland China, specializing in quantitative hedge fund business. Previously he was the Head of Strategy and Development of T.