Urs Bolt, FinTech & RegTech Advisor, former Director of External Asset Managers Department at Credit Suisse
Fu Changbo, Assistant President, China Global Philanthropy Institute
Fu Changbo is the assistant president, and director of the Centre for Family Philanthropy at China Global Philanthropy Institute. He is also a professor of sociology in Beijing Normal University, as well as chairman and chief editor of Social Governance Review. He is devoted to promoting utilization of internet and artificial intelligence in empowering the development of charity work and social innovations. He published works include The Report on Hundred Millions of Donations and Strategic Philanthropy Development of China and A Report on Global Philanthropy's Support for Sustainable Development Efforts. The China Global Philanthropy Institute was founded by Bill Gates, Ray Dalio, Niu Gensheng, He Qiaonyu and Ye Qingjun as educational institute dedicated to promote professional and transparent philanthropy in China and the world.
Kang Chaofeng, Managing Director of the Retail Products Division, PingAn Trust
Kang Chaofeng is the managing director of the retail products division, head of the family trusts & discretionary accounts at PingAn Trust and director of the Q Club. After graduating with a PhD in 2004, Kang worked for Penghua Fund and Full goal Fund. He joined PingAn Trust in 2009 and has since managed China’s first group of charitable and family trusts. He co-established the first onshore family trust in China in 2012, and led a team to establish the “China PingAn Education Development Charitable Trust” in 2016. Under Kang’s leadership PingAn Trust won the “Best Family Trust Plan Award” from Securities Times in 2015, was named the “Outstanding Family Trust Service Case” at the International Private Wealth Management China Awards 2016 and also received the “Outstanding Charity Trust Product Platform Award” from the Economic Observer in 2016.
Wang Ren, Vice President of InCrease Family Office, Hanfor Holdings Limited
Wang Ren is vice president of InCrease Family Office at Hanfor Holdings Limited. He has more than 15 years of experience in finance and wealth management and is familiar with the local market as well as global perspectives. He is responsible for the overall management of the InCrease Family Office, leading the team in the formulation and implementation of the company strategy, the design of the business framework and development roadmap, as well as the development of overseas markets. Prior to this, he served as COO and general manager of the retail banking and wealth management business, and the general manager of technology and operations innovation department at HSBC China.Wang was a founding member of GE’sconsumer finance business in China. He started his career at IBM China.
Charlie O’Flaherty, Partner & Head of Digital Strategy and Distribution, Crossbridge Capital
Charlie O’Flaherty is an international banking, finance and capital markets expert with 25 yearsof experience in the Americas, Europe and Asia. He is currently a partner and head of digital strategy anddistribution at Crossbridge Capital, a global wealth management firm. In this role, O’Flaherty works on unifying the firm’s expert human advisors with the latest technology to meet the needs of the clients and to enhance the company’sinvestment service offerings. Prior to joining Crossbridge Capital, O’Flaherty’s career included building businesses focused on structuring, trading, and distribution of financial products for the institutional and wealth management markets. He held leading positions at Bank of Ireland Global Markets, ABN AMRO, HSBC Securities USA (APAC)and other companies.
Grant Mao, Head of High Net Worth Department, AIA China