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SC

Steven Chan

Managing Director & Regional Head of Regulatory, Industry and Government Affairs, Asia Pacific at State Street Bank & Trust Co

Simon Cox is BNY Mellon's investment strategist for Asia-Pacific, based in Hong Kong . As part of the company's global strategy team, he studies the region's economic prospects, identifies investment trends and communicates these insights to portfolio managers, clients and the media. Prior to joining BNY Mellon, Simon spent over ten years as a journalist with The Economist magazine. He was the magazine's economics correspondent in London before moving to India in 2007 to cover South Asia's economies. From 2010 to 2014 he was the magazine's Asia Economics Editor in Hong Kong, concentrating on China's economy. During his career at The Economist, Simon wrote special reports about the technological ambitions of India and China ('High-tech Hopefuls', 2007), the world's arduous recovery from the global financial crisis ('The Long Climb', 2009), China's surprisingly resilient economy ('Pedalling Prosperity', 2012) and the Korean peninsula’s divisions ('Parallel Worlds', 2013). In 2008, he edited 'The Growth Report', published by the Commission on Growth and Development, chaired by Nobel laureate Michael Spence. He is also a contributor to the Oxford Companion to the Economics of China (OUP, 2014). He studied at Cambridge, Harvard and the London School of Economics.

Jessica Cutrera is a Founder, Managing Director and the Head of Operations & Compliance of EXS Capital.  She oversees all aspects of financial and operational control as well as regulatory compliance for the firm.
She is an expert in many areas of corporate and individual financial, regulatory and tax issues, particularly in regards to Americans living in Asia.   
In addition to her role for EXS Capital, Jessica separately manages an American-oriented wealth management practice in Asia.  She and her team specialize in providing comprehensive wealth management and planning services to U.S. citizens expatriated in Asia and to persons and corporations with U.S. related planning needs.  Over the last eight years, Jessica has built this practice into a comprehensive wealth management service, with an active presence across Asia-Pacific.
Prior her role in Asia, Jessica worked as a Registered Representative for Charles Schwab.  While at Schwab, she obtained her Series 7, 63, and 66 NASD Securities Licenses.  She continues to be licensed in the U.S. today as an independent advisor affiliated with a U.S. broker dealer and U.S. financial planning firm and insurance agency, and through these affiliations, serves clients in the U.S. and across Asia Pacific. 
In addition to her work in Asia, while in Tokyo she completed her MBA at the Temple University Japan campus, graduating in 2006.  Previously, Jessica graduated from Indiana University with honors, completing two undergraduate degrees in three years.  She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities.
Jessica is active in the American Chambers of Commerce in Hong Kong and Japan, and in the Foreign Executive Women’s Association and the Association of Women in Finance.  Jessica is currently active in the Girl Scouts as an adult volunteer.
Jessica is licensed with the Hong Kong Securities Commission for Activities Type 4 (Advising on Securities), Type 6 (Corporate Finance) and Type 9 (Asset Management) and is a Responsible Officer for EXS Capital Asia Limited, our Hong Kong SFC licensed company. Jessica is also licensed for insurance planning with the Confederation of Insurance Brokers (CIB) in Hong Kong.

Ernest Ng is the founder and chief investment officer of Sumeru Capital. Sumeru Capital’s flagship Sumeru Capital Fund focuses on equity long/short in Greater China and seeks to generate consistent and risk-adjusted returns over a full market cycle. Its investment process integrates top-down approach with bottom-up analyses on fundamentals and catalysts leading to value realization.  Sumeru Capital also acts as an investment adviser to high-net-worth professional investors and family offices. Ernest has over 15 years of experience in the financial markets specializing in fundamental long/short, event-driven and deep value investment strategies. In his capacity as a senior expert for the Hedge Fund Talents Association in China and other advisory roles, he is deeply interested in the relationship and development between mainland and overseas capital markets. Before founding Sumeru Capital, Ernest was an investment analyst at Broad Peak Investment Advisers in Singapore and a vice president at Morgan Stanley's principal investments team in Hong Kong.  He started his career advising Asian corporates and governments in financing, mergers, acquisitions and restructuring transactions with the investment banking division at Morgan Stanley in Hong Kong. Ernest graduated Phi Beta Kappa from the University of Chicago with a bachelor of arts in economics and a master of arts in international relations.

Qian Wang is a Senior Economist for Vanguard in Asia and a member of Vanguard’s global Investment Strategy Group. Her focus is on contributing to Vanguard’s global thought leadership through research on markets, the economy and investment strategies.
Before joining Vanguard, Ms. Wang worked on macro research and strategic development at a sovereign wealth fund based in Asia. Before that, she was the Chief China Economist and Head of Greater China Macro Research at JP Morgan. Ms. Wang also spent three years as a full-time Assistant Professor in the business school of The Chinese University of Hong Kong. Her research on China’s capital markets and corporate finance has been published in top-tier academic journals, such as the Journal of Accounting and Economics, the Journal of Development Economics, and Applied Economics.  Ms. Wang earned a PhD in business administration from Stanford University, an MA in economics from Duke University and a BA in international economics from Peking University.

Steven Xavier Chan is vice president and head of regulatory, industry and government affairs for State Street’s businesses in Asia Pacific. Based in Hong Kong, he manages responses to regulatory changes in the financial services industry for State Street, and leads government advocacy and outreach efforts in the region. Mr. Chan has more than 15 years of combined government and industry experience in international trade and public policy. Prior to joining State Street in March 2014, he served as Director of Government Relations and Corporate Social Responsibility for the American Chamber of Commerce in Shanghai. He also previously held various positions in the US government as a Foreign Service Officer with the Department of State with overseas and domestic assignments in Mexico, China and Washington D.C., and as Deputy Director for China and Mongolia Affairs with the Department of Commerce.   He also worked at Booz Allen Hamilton and Deloitte Consulting supporting change management and enterprise transformation projects for large organizations.
 
Mr. Chan currently serves a board member of National Center for APEC, and is the chair of the Am erican Chamber of Commerce in Hong Kong ’s financial services  c ommittee. He also co-leads the APEC Asia-Pacific Financial Forum’s capital markets development working group on mutual recognition/funds passporting.  He earned a Master of Arts in International Economics and China Studies from the School of Advanced International Studies at The Johns Hopkins University and a Bachelor of Arts in International Affairs and Economics from Lewis & Clark College in Portland, Oregon. He is a native of Hawaii.

SC

Simon Cox

Managing Director and Investment Strategist of BNY Mellon

Simon Cox is BNY Mellon's investment strategist for Asia-Pacific, based in Hong Kong . As part of the company's global strategy team, he studies the region's economic prospects, identifies investment trends and communicates these insights to portfolio managers, clients and the media. Prior to joining BNY Mellon, Simon spent over ten years as a journalist with The Economist magazine. He was the magazine's economics correspondent in London before moving to India in 2007 to cover South Asia's economies. From 2010 to 2014 he was the magazine's Asia Economics Editor in Hong Kong, concentrating on China's economy. During his career at The Economist, Simon wrote special reports about the technological ambitions of India and China ('High-tech Hopefuls', 2007), the world's arduous recovery from the global financial crisis ('The Long Climb', 2009), China's surprisingly resilient economy ('Pedalling Prosperity', 2012) and the Korean peninsula’s divisions ('Parallel Worlds', 2013). In 2008, he edited 'The Growth Report', published by the Commission on Growth and Development, chaired by Nobel laureate Michael Spence. He is also a contributor to the Oxford Companion to the Economics of China (OUP, 2014). He studied at Cambridge, Harvard and the London School of Economics.

Jessica Cutrera is a Founder, Managing Director and the Head of Operations & Compliance of EXS Capital.  She oversees all aspects of financial and operational control as well as regulatory compliance for the firm.
She is an expert in many areas of corporate and individual financial, regulatory and tax issues, particularly in regards to Americans living in Asia.   
In addition to her role for EXS Capital, Jessica separately manages an American-oriented wealth management practice in Asia.  She and her team specialize in providing comprehensive wealth management and planning services to U.S. citizens expatriated in Asia and to persons and corporations with U.S. related planning needs.  Over the last eight years, Jessica has built this practice into a comprehensive wealth management service, with an active presence across Asia-Pacific.
Prior her role in Asia, Jessica worked as a Registered Representative for Charles Schwab.  While at Schwab, she obtained her Series 7, 63, and 66 NASD Securities Licenses.  She continues to be licensed in the U.S. today as an independent advisor affiliated with a U.S. broker dealer and U.S. financial planning firm and insurance agency, and through these affiliations, serves clients in the U.S. and across Asia Pacific. 
In addition to her work in Asia, while in Tokyo she completed her MBA at the Temple University Japan campus, graduating in 2006.  Previously, Jessica graduated from Indiana University with honors, completing two undergraduate degrees in three years.  She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities.
Jessica is active in the American Chambers of Commerce in Hong Kong and Japan, and in the Foreign Executive Women’s Association and the Association of Women in Finance.  Jessica is currently active in the Girl Scouts as an adult volunteer.
Jessica is licensed with the Hong Kong Securities Commission for Activities Type 4 (Advising on Securities), Type 6 (Corporate Finance) and Type 9 (Asset Management) and is a Responsible Officer for EXS Capital Asia Limited, our Hong Kong SFC licensed company. Jessica is also licensed for insurance planning with the Confederation of Insurance Brokers (CIB) in Hong Kong.

Ernest Ng is the founder and chief investment officer of Sumeru Capital. Sumeru Capital’s flagship Sumeru Capital Fund focuses on equity long/short in Greater China and seeks to generate consistent and risk-adjusted returns over a full market cycle. Its investment process integrates top-down approach with bottom-up analyses on fundamentals and catalysts leading to value realization.  Sumeru Capital also acts as an investment adviser to high-net-worth professional investors and family offices. Ernest has over 15 years of experience in the financial markets specializing in fundamental long/short, event-driven and deep value investment strategies. In his capacity as a senior expert for the Hedge Fund Talents Association in China and other advisory roles, he is deeply interested in the relationship and development between mainland and overseas capital markets. Before founding Sumeru Capital, Ernest was an investment analyst at Broad Peak Investment Advisers in Singapore and a vice president at Morgan Stanley's principal investments team in Hong Kong.  He started his career advising Asian corporates and governments in financing, mergers, acquisitions and restructuring transactions with the investment banking division at Morgan Stanley in Hong Kong. Ernest graduated Phi Beta Kappa from the University of Chicago with a bachelor of arts in economics and a master of arts in international relations.

Qian Wang is a Senior Economist for Vanguard in Asia and a member of Vanguard’s global Investment Strategy Group. Her focus is on contributing to Vanguard’s global thought leadership through research on markets, the economy and investment strategies.
Before joining Vanguard, Ms. Wang worked on macro research and strategic development at a sovereign wealth fund based in Asia. Before that, she was the Chief China Economist and Head of Greater China Macro Research at JP Morgan. Ms. Wang also spent three years as a full-time Assistant Professor in the business school of The Chinese University of Hong Kong. Her research on China’s capital markets and corporate finance has been published in top-tier academic journals, such as the Journal of Accounting and Economics, the Journal of Development Economics, and Applied Economics.  Ms. Wang earned a PhD in business administration from Stanford University, an MA in economics from Duke University and a BA in international economics from Peking University.

Steven Xavier Chan is vice president and head of regulatory, industry and government affairs for State Street’s businesses in Asia Pacific. Based in Hong Kong, he manages responses to regulatory changes in the financial services industry for State Street, and leads government advocacy and outreach efforts in the region. Mr. Chan has more than 15 years of combined government and industry experience in international trade and public policy. Prior to joining State Street in March 2014, he served as Director of Government Relations and Corporate Social Responsibility for the American Chamber of Commerce in Shanghai. He also previously held various positions in the US government as a Foreign Service Officer with the Department of State with overseas and domestic assignments in Mexico, China and Washington D.C., and as Deputy Director for China and Mongolia Affairs with the Department of Commerce.   He also worked at Booz Allen Hamilton and Deloitte Consulting supporting change management and enterprise transformation projects for large organizations.
 
Mr. Chan currently serves a board member of National Center for APEC, and is the chair of the Am erican Chamber of Commerce in Hong Kong ’s financial services  c ommittee. He also co-leads the APEC Asia-Pacific Financial Forum’s capital markets development working group on mutual recognition/funds passporting.  He earned a Master of Arts in International Economics and China Studies from the School of Advanced International Studies at The Johns Hopkins University and a Bachelor of Arts in International Affairs and Economics from Lewis & Clark College in Portland, Oregon. He is a native of Hawaii.

JC

Jessica Cutrera

Managing Director of EXS Capital

Simon Cox is BNY Mellon's investment strategist for Asia-Pacific, based in Hong Kong . As part of the company's global strategy team, he studies the region's economic prospects, identifies investment trends and communicates these insights to portfolio managers, clients and the media. Prior to joining BNY Mellon, Simon spent over ten years as a journalist with The Economist magazine. He was the magazine's economics correspondent in London before moving to India in 2007 to cover South Asia's economies. From 2010 to 2014 he was the magazine's Asia Economics Editor in Hong Kong, concentrating on China's economy. During his career at The Economist, Simon wrote special reports about the technological ambitions of India and China ('High-tech Hopefuls', 2007), the world's arduous recovery from the global financial crisis ('The Long Climb', 2009), China's surprisingly resilient economy ('Pedalling Prosperity', 2012) and the Korean peninsula’s divisions ('Parallel Worlds', 2013). In 2008, he edited 'The Growth Report', published by the Commission on Growth and Development, chaired by Nobel laureate Michael Spence. He is also a contributor to the Oxford Companion to the Economics of China (OUP, 2014). He studied at Cambridge, Harvard and the London School of Economics.

Jessica Cutrera is a Founder, Managing Director and the Head of Operations & Compliance of EXS Capital.  She oversees all aspects of financial and operational control as well as regulatory compliance for the firm.
She is an expert in many areas of corporate and individual financial, regulatory and tax issues, particularly in regards to Americans living in Asia.   
In addition to her role for EXS Capital, Jessica separately manages an American-oriented wealth management practice in Asia.  She and her team specialize in providing comprehensive wealth management and planning services to U.S. citizens expatriated in Asia and to persons and corporations with U.S. related planning needs.  Over the last eight years, Jessica has built this practice into a comprehensive wealth management service, with an active presence across Asia-Pacific.
Prior her role in Asia, Jessica worked as a Registered Representative for Charles Schwab.  While at Schwab, she obtained her Series 7, 63, and 66 NASD Securities Licenses.  She continues to be licensed in the U.S. today as an independent advisor affiliated with a U.S. broker dealer and U.S. financial planning firm and insurance agency, and through these affiliations, serves clients in the U.S. and across Asia Pacific. 
In addition to her work in Asia, while in Tokyo she completed her MBA at the Temple University Japan campus, graduating in 2006.  Previously, Jessica graduated from Indiana University with honors, completing two undergraduate degrees in three years.  She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities.
Jessica is active in the American Chambers of Commerce in Hong Kong and Japan, and in the Foreign Executive Women’s Association and the Association of Women in Finance.  Jessica is currently active in the Girl Scouts as an adult volunteer.
Jessica is licensed with the Hong Kong Securities Commission for Activities Type 4 (Advising on Securities), Type 6 (Corporate Finance) and Type 9 (Asset Management) and is a Responsible Officer for EXS Capital Asia Limited, our Hong Kong SFC licensed company. Jessica is also licensed for insurance planning with the Confederation of Insurance Brokers (CIB) in Hong Kong.

Ernest Ng is the founder and chief investment officer of Sumeru Capital. Sumeru Capital’s flagship Sumeru Capital Fund focuses on equity long/short in Greater China and seeks to generate consistent and risk-adjusted returns over a full market cycle. Its investment process integrates top-down approach with bottom-up analyses on fundamentals and catalysts leading to value realization.  Sumeru Capital also acts as an investment adviser to high-net-worth professional investors and family offices. Ernest has over 15 years of experience in the financial markets specializing in fundamental long/short, event-driven and deep value investment strategies. In his capacity as a senior expert for the Hedge Fund Talents Association in China and other advisory roles, he is deeply interested in the relationship and development between mainland and overseas capital markets. Before founding Sumeru Capital, Ernest was an investment analyst at Broad Peak Investment Advisers in Singapore and a vice president at Morgan Stanley's principal investments team in Hong Kong.  He started his career advising Asian corporates and governments in financing, mergers, acquisitions and restructuring transactions with the investment banking division at Morgan Stanley in Hong Kong. Ernest graduated Phi Beta Kappa from the University of Chicago with a bachelor of arts in economics and a master of arts in international relations.

Qian Wang is a Senior Economist for Vanguard in Asia and a member of Vanguard’s global Investment Strategy Group. Her focus is on contributing to Vanguard’s global thought leadership through research on markets, the economy and investment strategies.
Before joining Vanguard, Ms. Wang worked on macro research and strategic development at a sovereign wealth fund based in Asia. Before that, she was the Chief China Economist and Head of Greater China Macro Research at JP Morgan. Ms. Wang also spent three years as a full-time Assistant Professor in the business school of The Chinese University of Hong Kong. Her research on China’s capital markets and corporate finance has been published in top-tier academic journals, such as the Journal of Accounting and Economics, the Journal of Development Economics, and Applied Economics.  Ms. Wang earned a PhD in business administration from Stanford University, an MA in economics from Duke University and a BA in international economics from Peking University.

Steven Xavier Chan is vice president and head of regulatory, industry and government affairs for State Street’s businesses in Asia Pacific. Based in Hong Kong, he manages responses to regulatory changes in the financial services industry for State Street, and leads government advocacy and outreach efforts in the region. Mr. Chan has more than 15 years of combined government and industry experience in international trade and public policy. Prior to joining State Street in March 2014, he served as Director of Government Relations and Corporate Social Responsibility for the American Chamber of Commerce in Shanghai. He also previously held various positions in the US government as a Foreign Service Officer with the Department of State with overseas and domestic assignments in Mexico, China and Washington D.C., and as Deputy Director for China and Mongolia Affairs with the Department of Commerce.   He also worked at Booz Allen Hamilton and Deloitte Consulting supporting change management and enterprise transformation projects for large organizations.
 
Mr. Chan currently serves a board member of National Center for APEC, and is the chair of the Am erican Chamber of Commerce in Hong Kong ’s financial services  c ommittee. He also co-leads the APEC Asia-Pacific Financial Forum’s capital markets development working group on mutual recognition/funds passporting.  He earned a Master of Arts in International Economics and China Studies from the School of Advanced International Studies at The Johns Hopkins University and a Bachelor of Arts in International Affairs and Economics from Lewis & Clark College in Portland, Oregon. He is a native of Hawaii.

EN

Ernest Ng

Founder and Chief Investment Officer of Sumeru Capital

Simon Cox is BNY Mellon's investment strategist for Asia-Pacific, based in Hong Kong . As part of the company's global strategy team, he studies the region's economic prospects, identifies investment trends and communicates these insights to portfolio managers, clients and the media. Prior to joining BNY Mellon, Simon spent over ten years as a journalist with The Economist magazine. He was the magazine's economics correspondent in London before moving to India in 2007 to cover South Asia's economies. From 2010 to 2014 he was the magazine's Asia Economics Editor in Hong Kong, concentrating on China's economy. During his career at The Economist, Simon wrote special reports about the technological ambitions of India and China ('High-tech Hopefuls', 2007), the world's arduous recovery from the global financial crisis ('The Long Climb', 2009), China's surprisingly resilient economy ('Pedalling Prosperity', 2012) and the Korean peninsula’s divisions ('Parallel Worlds', 2013). In 2008, he edited 'The Growth Report', published by the Commission on Growth and Development, chaired by Nobel laureate Michael Spence. He is also a contributor to the Oxford Companion to the Economics of China (OUP, 2014). He studied at Cambridge, Harvard and the London School of Economics.

Jessica Cutrera is a Founder, Managing Director and the Head of Operations & Compliance of EXS Capital.  She oversees all aspects of financial and operational control as well as regulatory compliance for the firm.
She is an expert in many areas of corporate and individual financial, regulatory and tax issues, particularly in regards to Americans living in Asia.   
In addition to her role for EXS Capital, Jessica separately manages an American-oriented wealth management practice in Asia.  She and her team specialize in providing comprehensive wealth management and planning services to U.S. citizens expatriated in Asia and to persons and corporations with U.S. related planning needs.  Over the last eight years, Jessica has built this practice into a comprehensive wealth management service, with an active presence across Asia-Pacific.
Prior her role in Asia, Jessica worked as a Registered Representative for Charles Schwab.  While at Schwab, she obtained her Series 7, 63, and 66 NASD Securities Licenses.  She continues to be licensed in the U.S. today as an independent advisor affiliated with a U.S. broker dealer and U.S. financial planning firm and insurance agency, and through these affiliations, serves clients in the U.S. and across Asia Pacific. 
In addition to her work in Asia, while in Tokyo she completed her MBA at the Temple University Japan campus, graduating in 2006.  Previously, Jessica graduated from Indiana University with honors, completing two undergraduate degrees in three years.  She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities.
Jessica is active in the American Chambers of Commerce in Hong Kong and Japan, and in the Foreign Executive Women’s Association and the Association of Women in Finance.  Jessica is currently active in the Girl Scouts as an adult volunteer.
Jessica is licensed with the Hong Kong Securities Commission for Activities Type 4 (Advising on Securities), Type 6 (Corporate Finance) and Type 9 (Asset Management) and is a Responsible Officer for EXS Capital Asia Limited, our Hong Kong SFC licensed company. Jessica is also licensed for insurance planning with the Confederation of Insurance Brokers (CIB) in Hong Kong.

Ernest Ng is the founder and chief investment officer of Sumeru Capital. Sumeru Capital’s flagship Sumeru Capital Fund focuses on equity long/short in Greater China and seeks to generate consistent and risk-adjusted returns over a full market cycle. Its investment process integrates top-down approach with bottom-up analyses on fundamentals and catalysts leading to value realization.  Sumeru Capital also acts as an investment adviser to high-net-worth professional investors and family offices. Ernest has over 15 years of experience in the financial markets specializing in fundamental long/short, event-driven and deep value investment strategies. In his capacity as a senior expert for the Hedge Fund Talents Association in China and other advisory roles, he is deeply interested in the relationship and development between mainland and overseas capital markets. Before founding Sumeru Capital, Ernest was an investment analyst at Broad Peak Investment Advisers in Singapore and a vice president at Morgan Stanley's principal investments team in Hong Kong.  He started his career advising Asian corporates and governments in financing, mergers, acquisitions and restructuring transactions with the investment banking division at Morgan Stanley in Hong Kong. Ernest graduated Phi Beta Kappa from the University of Chicago with a bachelor of arts in economics and a master of arts in international relations.

Qian Wang is a Senior Economist for Vanguard in Asia and a member of Vanguard’s global Investment Strategy Group. Her focus is on contributing to Vanguard’s global thought leadership through research on markets, the economy and investment strategies.
Before joining Vanguard, Ms. Wang worked on macro research and strategic development at a sovereign wealth fund based in Asia. Before that, she was the Chief China Economist and Head of Greater China Macro Research at JP Morgan. Ms. Wang also spent three years as a full-time Assistant Professor in the business school of The Chinese University of Hong Kong. Her research on China’s capital markets and corporate finance has been published in top-tier academic journals, such as the Journal of Accounting and Economics, the Journal of Development Economics, and Applied Economics.  Ms. Wang earned a PhD in business administration from Stanford University, an MA in economics from Duke University and a BA in international economics from Peking University.

Steven Xavier Chan is vice president and head of regulatory, industry and government affairs for State Street’s businesses in Asia Pacific. Based in Hong Kong, he manages responses to regulatory changes in the financial services industry for State Street, and leads government advocacy and outreach efforts in the region. Mr. Chan has more than 15 years of combined government and industry experience in international trade and public policy. Prior to joining State Street in March 2014, he served as Director of Government Relations and Corporate Social Responsibility for the American Chamber of Commerce in Shanghai. He also previously held various positions in the US government as a Foreign Service Officer with the Department of State with overseas and domestic assignments in Mexico, China and Washington D.C., and as Deputy Director for China and Mongolia Affairs with the Department of Commerce.   He also worked at Booz Allen Hamilton and Deloitte Consulting supporting change management and enterprise transformation projects for large organizations.
 
Mr. Chan currently serves a board member of National Center for APEC, and is the chair of the Am erican Chamber of Commerce in Hong Kong ’s financial services  c ommittee. He also co-leads the APEC Asia-Pacific Financial Forum’s capital markets development working group on mutual recognition/funds passporting.  He earned a Master of Arts in International Economics and China Studies from the School of Advanced International Studies at The Johns Hopkins University and a Bachelor of Arts in International Affairs and Economics from Lewis & Clark College in Portland, Oregon. He is a native of Hawaii.

QW

Qian Wang

Senior Economist at Vanguard Investments Hong Kong Limited

Simon Cox is BNY Mellon's investment strategist for Asia-Pacific, based in Hong Kong . As part of the company's global strategy team, he studies the region's economic prospects, identifies investment trends and communicates these insights to portfolio managers, clients and the media. Prior to joining BNY Mellon, Simon spent over ten years as a journalist with The Economist magazine. He was the magazine's economics correspondent in London before moving to India in 2007 to cover South Asia's economies. From 2010 to 2014 he was the magazine's Asia Economics Editor in Hong Kong, concentrating on China's economy. During his career at The Economist, Simon wrote special reports about the technological ambitions of India and China ('High-tech Hopefuls', 2007), the world's arduous recovery from the global financial crisis ('The Long Climb', 2009), China's surprisingly resilient economy ('Pedalling Prosperity', 2012) and the Korean peninsula’s divisions ('Parallel Worlds', 2013). In 2008, he edited 'The Growth Report', published by the Commission on Growth and Development, chaired by Nobel laureate Michael Spence. He is also a contributor to the Oxford Companion to the Economics of China (OUP, 2014). He studied at Cambridge, Harvard and the London School of Economics.

Jessica Cutrera is a Founder, Managing Director and the Head of Operations & Compliance of EXS Capital.  She oversees all aspects of financial and operational control as well as regulatory compliance for the firm.
She is an expert in many areas of corporate and individual financial, regulatory and tax issues, particularly in regards to Americans living in Asia.   
In addition to her role for EXS Capital, Jessica separately manages an American-oriented wealth management practice in Asia.  She and her team specialize in providing comprehensive wealth management and planning services to U.S. citizens expatriated in Asia and to persons and corporations with U.S. related planning needs.  Over the last eight years, Jessica has built this practice into a comprehensive wealth management service, with an active presence across Asia-Pacific.
Prior her role in Asia, Jessica worked as a Registered Representative for Charles Schwab.  While at Schwab, she obtained her Series 7, 63, and 66 NASD Securities Licenses.  She continues to be licensed in the U.S. today as an independent advisor affiliated with a U.S. broker dealer and U.S. financial planning firm and insurance agency, and through these affiliations, serves clients in the U.S. and across Asia Pacific. 
In addition to her work in Asia, while in Tokyo she completed her MBA at the Temple University Japan campus, graduating in 2006.  Previously, Jessica graduated from Indiana University with honors, completing two undergraduate degrees in three years.  She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities.
Jessica is active in the American Chambers of Commerce in Hong Kong and Japan, and in the Foreign Executive Women’s Association and the Association of Women in Finance.  Jessica is currently active in the Girl Scouts as an adult volunteer.
Jessica is licensed with the Hong Kong Securities Commission for Activities Type 4 (Advising on Securities), Type 6 (Corporate Finance) and Type 9 (Asset Management) and is a Responsible Officer for EXS Capital Asia Limited, our Hong Kong SFC licensed company. Jessica is also licensed for insurance planning with the Confederation of Insurance Brokers (CIB) in Hong Kong.

Ernest Ng is the founder and chief investment officer of Sumeru Capital. Sumeru Capital’s flagship Sumeru Capital Fund focuses on equity long/short in Greater China and seeks to generate consistent and risk-adjusted returns over a full market cycle. Its investment process integrates top-down approach with bottom-up analyses on fundamentals and catalysts leading to value realization.  Sumeru Capital also acts as an investment adviser to high-net-worth professional investors and family offices. Ernest has over 15 years of experience in the financial markets specializing in fundamental long/short, event-driven and deep value investment strategies. In his capacity as a senior expert for the Hedge Fund Talents Association in China and other advisory roles, he is deeply interested in the relationship and development between mainland and overseas capital markets. Before founding Sumeru Capital, Ernest was an investment analyst at Broad Peak Investment Advisers in Singapore and a vice president at Morgan Stanley's principal investments team in Hong Kong.  He started his career advising Asian corporates and governments in financing, mergers, acquisitions and restructuring transactions with the investment banking division at Morgan Stanley in Hong Kong. Ernest graduated Phi Beta Kappa from the University of Chicago with a bachelor of arts in economics and a master of arts in international relations.

Qian Wang is a Senior Economist for Vanguard in Asia and a member of Vanguard’s global Investment Strategy Group. Her focus is on contributing to Vanguard’s global thought leadership through research on markets, the economy and investment strategies.
Before joining Vanguard, Ms. Wang worked on macro research and strategic development at a sovereign wealth fund based in Asia. Before that, she was the Chief China Economist and Head of Greater China Macro Research at JP Morgan. Ms. Wang also spent three years as a full-time Assistant Professor in the business school of The Chinese University of Hong Kong. Her research on China’s capital markets and corporate finance has been published in top-tier academic journals, such as the Journal of Accounting and Economics, the Journal of Development Economics, and Applied Economics.  Ms. Wang earned a PhD in business administration from Stanford University, an MA in economics from Duke University and a BA in international economics from Peking University.

Steven Xavier Chan is vice president and head of regulatory, industry and government affairs for State Street’s businesses in Asia Pacific. Based in Hong Kong, he manages responses to regulatory changes in the financial services industry for State Street, and leads government advocacy and outreach efforts in the region. Mr. Chan has more than 15 years of combined government and industry experience in international trade and public policy. Prior to joining State Street in March 2014, he served as Director of Government Relations and Corporate Social Responsibility for the American Chamber of Commerce in Shanghai. He also previously held various positions in the US government as a Foreign Service Officer with the Department of State with overseas and domestic assignments in Mexico, China and Washington D.C., and as Deputy Director for China and Mongolia Affairs with the Department of Commerce.   He also worked at Booz Allen Hamilton and Deloitte Consulting supporting change management and enterprise transformation projects for large organizations.
 
Mr. Chan currently serves a board member of National Center for APEC, and is the chair of the Am erican Chamber of Commerce in Hong Kong ’s financial services  c ommittee. He also co-leads the APEC Asia-Pacific Financial Forum’s capital markets development working group on mutual recognition/funds passporting.  He earned a Master of Arts in International Economics and China Studies from the School of Advanced International Studies at The Johns Hopkins University and a Bachelor of Arts in International Affairs and Economics from Lewis & Clark College in Portland, Oregon. He is a native of Hawaii.