IR Magazine China Conference and Awards

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China Conference & Awards 2009 - Speakers



Speakers:

Warren Wang, chief financial officer, Zhongpin

Christy Shue, corporate secretary & executive vice president, finance & IR, Harbin Electric

Raymond Huang, investor relations director, AirMedia Group

John Ma, director of China research, Roth Capital Partners

Crocker Coulson, president, CCG Investor Relations

Shane Smith, managing partner, Europe, PSQ Analytics & Irideus.org

Frank Zhao, chief financial officer, Simcere Pharmaceutical Group

David Moy, chief executive officer, Asia Ventures Management

 

Dr Bin Hu, head of China, CEO designate of joint venture, BNY Mellon Asset Managment (China)

Reginaldo Cariaso, executive director, equity capital markets, Asia Ex-Japan, Nomura

Robert Gardner, managing director, Asia Pacific, Ipreo

Justin Reynolds, managing director, Asia Pacific, Ipreo

Stephen Monticelli, president, Mosaic Investments

Guy Gresham, global capital markets group, BNY Mellon



Warren Wang

 

Feng (Warren) Wang became vice president, CFO and treasurer of Zhongpin in October 2008. Prior to this, he served as group financial controller at Agria Corporation, an agri-solutions provider listed on the NYSE. Previously, he served as deputy CFO at Beijing Media Company and as finance director of Mediact Jingwen Media Group in Beijing.

Wang holds an MBA from China Europe International Business School in Shanghai and was an exchange student at the Michael Smurfit Graduate Business School at UCD, Ireland. Before that, he served as an auditor at PricewaterhouseCoopers and Ernst & Young.


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Christy Shue


Christy Shue is corporate secretary and executive vice president of finance and IR at Harbin Electric, a NASDAQ- listed company.

Prior to joining Harbin, Shue was a vice president and senior IR consultant at Christensen, advising US listed Chinese companies on managing capital market-related issues. Before that, she was manager of IR at International Paper, the world’s largest paper company. Earlier in her career, Shue was a government officer at the Department of Tariff Planning in Beijing, China.

Shue has an MBA from Stern School of Business, New York University, a PhD in chemistry from Purdue University, and aBSc from Sichuan University, China.



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Raymond Huang

 

Raymond Huang has been investor relations director of AirMedia Group since July 2007. He oversees the overall IR operations of the firm and participated in AirMedia’s IPO.

Prior to that, he was senior assistant to the president and chief IRO of eLong, and participated in eLong’s IPO and its transactions with Expedia.com. Before eLong’s listing, Huang was branch manager of the firm’s Shanghai office. Prior to eLong, he was an auditor at Arthur Andersen & Co.

Huang received his BA in economics from the University of International Business and Economics in Beijing and a bachelor’s degree in law from Peking University.


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John Ma

 

John Ma is the director of China research and chief representative of ROTH Capital Partners' representative Office in Shanghai, China. He joined ROTH in 2006 as an international research analyst and focuses on China-related securities.

Prior to joining ROTH, Ma was a portfolio manager at Innovus Financial Solutions, a Houston wealth management firm affiliated with AIG American General.Prior to Innovus, he was a senior financial consultant at FleetBoston Financial (now a Bank of America company).

Ma received his BA in journalism from Fudan University in China, MA in mass communication from Louisiana State University, and MBA in finance from University of Houston. He is also a chartered financial analyst.


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Crocker Coulson

 

Crocker Coulson is responsible for the development of investor relations strategies for private and publicly-held companies. As president of CCG Investor Relations, CCG (China) and CCGK (Israel), he has been the primary driver of the firm's national and global expansion.

Coulson has designed and overseen investor relations campaigns for more than 60 public companies, including numerous IPOs, secondary offerings, acquisitions and proxy contests. Many of the campaigns he has overseen have won top industry awards.

Coulson is a frequent public speaker on subjects relating to investor relations strategy, initial public offerings, reverse mergers, investing in China, disclosure issues and corporate governance. He is regularly quoted in national and local publications on topics related to accounting issues and the capital markets.

Coulson served for two years as the co-chairman of the AeA' Capital Sources conference and for two years as the chairman of the Investment Capital Conference, hosted by LAVA (Los Angeles Venture Association). He is a board member of both LAVA and the Los Angeles chapter of the National Investor Relations Institute.

Prior to joining CCG, Crocker served as a writer-researcher for The New Republic magazine in Washington, DC, and wrote for a number of leading publications, including the Los Angeles Times, the Pittsburgh Post-Gazette and ArtNews. He also produced five independent films, several of which were selected for the Cannes Film Festival and Sundance.

Coulson graduated summa cum laude from Yale College, where he was editor-in-chief of the Yale Daily News. As a Fulbright scholar, he studied philosophy at the Freie Universitat in Berlin.


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Shane Smith


Shane Smith is founder, chairman and CEO of Independent International Investment Research (IIR). He began his career in equity research in 1986 with stockbroker Williams de Broe in London, and subsequently joined the early team behind Bloomberg in London. In 1992 he established his own practice focused on global currencies, and in 1996 founded Pronet Analytics.com, which became IIR in 2000.

Smith is managing partner in Europe for PSQ Analytics, the research service launched in March 2009 with the support of the London Stock Exchange for sub-FTSE 350 companies. He also represents his firm at the council of the British Olympic Association Appeal, helping Team GB prepare for London 2012


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 Frank Zhao


Zhigang (Frank) Zhao is chief financial officer of Simcere Pharmaceuticals. He joined the company in October 2006.

From 2005 to 2006, he was CFO of Sun New Media. Prior to this, he was vice president of finance at Faro Technologies, and before that vice president of finance at Resort Reservation Network. He started his career as a senior accountant at PricewaterhouseCoopers.

Zhao has a BA in economics from Beijing University and an MBA from University of Hartford, Connecticut. He is a certified public accountant in the US.


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David Moy

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David Moy is CEO of Asia Ventures Management, and has been an active private investor since 2003, focusing primarily on Chinese firms listed in the US. With over 15 years’ experience in the investment field, he was previously vice president at Citigroup Equity Research, covering a range of industries including internet and Hong Kong industrials.

After this he became the primary analyst for flat panel displays and successfully led the $500 mn IPO for AU Optronics in 2002.


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Bin Hu

 

Dr Bin Hu is the CEO-designate of BNY Mellon’s new joint venture Western Fund Management Company in China. He has been working for BNY Mellon Asset Management for about 11 years. In 2005, together with Lex Huberts, CIO of Standish Mellon, he helped found Coefficient Global, a new hedge fund subsidiary in San Francisco. Prior to this, Hu was vice president and senior quantitative analyst at Standish Mellon, a subsidiary of Mellon in Boston.

Hu obtained an MBA from the University of Illinois at Urbana-Champaign, and a PhD in management engineering from Shanghai Jiao Tong University.


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Reggie Cariaso

 

Reggie Cariaso is executive director of Nomura’s equity capital markets team, based in Hong Kong. Prior to joining Nomura in November 2009, he performed a similar role at JPMorgan.

Cariaso has more than 13 years’ experience in investment banking, advising clients in the region on advisory and equity capital markets transactions. He has a BA from the University of Pennsylvania.


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Robert Gardner

 

Robert Gardner is managing director of the Asia-Pacific region at Ipreo, where he oversees the operation of the firm’s Hong Kong office. He has nearly 15 years of experience in working alongside IR professionals in the area of shareholder identification and market intelligence.

Prior to Ipreo, Gardner was managing director at Christensen, responsible for managing outbound workflow for the firm’s mainland client base. He started his career as an analyst at the Carson Group, a forerunner in stock surveillance that was acquired by Thomson Financial.

Gardner is a graduate of Stanford University and is a frequent speaker at regional industry events.


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Justin Reynolds

 

Justin Reynolds leads the Asia-Pacific Region for Ipreo. He has worked in corporate governance, director remuneration and proxy solicitation for over 14 years.

Prior to joining Ipreo, Reynolds was a partner at Sodali, and before that a director at RiskMetrics Group. In both these roles, he advised listed companies on strategies to overcome potential equity and debt risk issues. He has also worked for Georgeson, developing defensive and offensive tactics for companies in proxy contests and tender offers.

Reynolds is a member of the Institute of Directors, the Securities Institute, the Middle East Investor Relations Society and the Royal Institute for International Relations.


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Stephen Monticelli


 

Stephen Monticelli is founder and president of Mosaic Investments, a San Francisco based investment management firm that invests in the US and in China.

Monticelli’s investing career spans 22 years and encompasses private equity and listed securities. Mosaic has been an active investor in China since 2006 and will launch the Jiu Jin Shan fund in 2010, the firm’s first China-only dedicated investment fund.

Monticelli holds MBA and BS degrees from the University of California at Berkeley.


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Guy Gresham

 

Guy Gresham leads BNYM's global investor relations advisory (GIRA) team, the depositary Receipt division's investor relations advisory group. GIRA works closely with the division's DR issuers on developing measures designed to generate liquidity and visibility among the sell-side, institutional and retail investors. The team has specialists located around the globe in the major financial centers of New York, London and Hong Kong.

Previous to BNYM, Guy was a New York based IR consultant specializing in cross-border financial communications. Prior to working in New York he was with the Australian Securities & Investments Commission (ASIC) in Sydney.

Guy holds an honours degree in International Relations and Economics from Victoria University, New Zealand, and a graduate certificate in public relations from the University of Southern Queensland.



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