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Global Macro Trends and Technology Investment Outlook in 2017 and Beyond


First Joint Event of The Chinese Finance Association (TCFA) CA ( and Zhejiang Chamber of Commerce USA (ZCC USA) ( will take place on Saturday March 4th at Techcode Accelerator in Mountain View.

Time: March 4th, 2pm – 4:30pm (We start sharp on 2pm, so please arrive 10-15 minutes early for networking purpose as desired)

Location: Techcode, 1172 Castro St, Mountain View, CA 94040


The event is to promote professional development, career development and exchange of ideas and opportunities among members and future members of both organizations.


Opening Remarks:

ZCC-USA’s Exec President Dr. Guoliang Yu, TCFA CA co-chair Dr. Yuying Gao, and Techcode’s Dr. Michael Zhong will share brief messages.

Speaker Sessions:

The organizations of The Chinese Finance Association’s California Chapter and ZCC-USA will feature distinguished speakers of

1. Prof. Sarah Ding of Univ. of San Francisco – Global Currency Trends

2. Mr. Kevin Lin of Blackrock – Robo-advisor, where will it go from here?

3. Panel Discussion: Silicon Valley Technology Investment: Perspectives and Outlook on 2017

Moderator: Cindy Wang, founding partner of PhaenomenaWest Capital

a. Dr. Michael Zhong, Deputy GM of TechcodeAccelerator
b. Mr. Rodney Chiu, Vice-President, Foxlink Group
c. Mr. Liu, Yang - 恒生电子联合创始人柳阳
d. Mr. Fang, Xian - 西牛资本管理合伙人方贤

Speaker Bios:

Dr. Xiaoya (Sara) Ding is an assistant professor of finance in the School of Management at the University of San Francisco. She received her PhD in finance from Queen's University in Canada. Her research interests are primarily in international finance, empirical corporate finance, and empirical asset pricing. Her work has been published in highly ranked peer-reviewed journals such as the Journal of Banking and Finance, Journal of Empirical Finance, and Journal of Portfolio Management and presented at numerous finance conferences and seminars in North America, Europe, and Asia. She is the recipient of best-paper awards at the Asian Finance Association Conference and China Goes Global Conference. Dr. Ding primarily teaches foreign currency risk management and financial decision making in multinational firms.


Mr. Kevin Lin was an investment researcher and model manager at BlackRock's Model Portfolio Solution teamfrom 2013 to 2016. His team's mission was to deliver systematic asset allocation expertise to retail market through financial advisors. Before 2013, Kevin was a fixed income investment strategist at BlackRock's fundamental fixed income team, delivering fixed income market and product commentary to key clients. From 2007 to 2011, Kevin worked for BlackRock institutional investment and risk management system. Kevin obtained his BS and MS in Electrical Engineering from University of Washington and UCLA, his MS in Finance from MIT Sloan School of Management.

Mr. Rodney Chiu is responsible for developing company’s long-term growth strategies and heading enterprise investment in US, as well as investigating IoT, AI, wearable, robotics, big data, and mobile technologies. He holds 6 patents in Applied Materials and publication in surveillance vehicle research for US Navy. With strong technical background and over 10 years of experience in manufacturing & operations, Rodney has helped companies like Apple, Google, Square, Tesla, & Amazon to bring concept designs into mass productions at Foxlink, one of the largest OEM/ODM in the world. Previously, Rodney worked at Apple where he managed strategic supply chain and Macs production. Mr. Chiu also serves on the board of directors in multiple companies. Mr. Chiu graduated with full scholarship from MIT with a MS in Aeronautics & Astronautics Engineering.