NECINA Career Panel Discussion
#3 Risk Management/Quantitative/Taxation
Date/Time:
   May 21 (Thursday), 2020 / 8:00pm– 9:30pm

Venue: Online Zoom meeting
Fee: Free to all NECINA community members 
Contact: [email protected] for Zoom ID & questions.
Scan and Join the WeChat Group below for Zoom ID and more information.
Overview
NECINA is hosting a series of Career Panels to equip you with proven career tips and techniques necessary to take you to the next level! With one click on your mobile device, you will hear from multiple seasoned senior executives who share their diversified career paths, experiences, anecdotes, lessons learned, achievements made, difficulties overcome, and how they arrived at the pinnacles of their professional life! You can also interact with the panelists in Q&A session. You will gain priceless career suggestions and tips without worrying about contracting Covid-19 and do it with more than sufficient social distancing! Don't miss this great opportunity, register early, seats are limited.
The third Zoom panel discussion, featuring three (3) distinguished managers and executives in taxation, quantitative analysis and risk management field, will be held on Thursday, May 21, 2020, from 8 PM to 9:30 PM. The panelists are Xiaofeng (Frank) Xia, Founder and CEO, Pine Grove Capital, Rui Zhang, AVP & Actuary, John Hancock Financial Services, and Julia Jiang, Tax Manager, Amazon. The moderator will be Jianyi (Johnny) Liao, NECINA Officer and Sales Order Administrator, VMWare. 
Agenda
8:00 pm - 8:05 pm: Open Remark: NECINA President Dr. Harry Gao
8:05 pm – 8:10: pm
 Panel Discussion moderator: Johnny Liao

8:10 pm - 9:00 pm:
 Panel presentation and discussion: Frank Xia, Rui Zhang, Julia Jiang
9:00 pm – 9:30 pm: Q&A
Panelists and Moderator
Xiaofeng (Frank) Xia, CFA, Founder, and CEO, Pine Grove Capital
Frank is the founder and CEO of Pine Grove Capital, a Boston based hedge fund, focusing on quantitative investing using advanced machine learning techniques. He oversees all investing-related matters, including research, portfolio management, and product management at Pine Grove Capital.  
Prior to founding PGC, Frank was Head of Quantitative Investments at Hong- Shang Asset Management, a Shanghai-based hedge fund with approximately USD 1 billion AUM. He was in charge of quantitative research and portfolio management.  
From 2007 to 2017, Frank was a portfolio manager and analyst at Wellington Management Company in Boston, where he worked in the Quantitative Investment Group for almost 11 years. There he managed or co-managed four portfolios, Emerging Markets Systematic Equity, Global Low Volatility, Country Long/Short Alpha, and Event-Driven, with total AUM of $3.3 billion. 
Prior to coming to the U.S. in 2004, Frank worked for Oracle as software engineer for two years and was one of three founding members of Xunlei. 
Frank holds his bachelor's degree in Mathematics from Wuhan University and master's degrees in Applied Mathematics (Peking University), Mathematics (Emory University), and Computational Finance (Carnegie Mellon University).
Frank holds his bachelor's degree in Mathematics from Wuhan University and master's degrees in Applied Mathematics (Peking University), Mathematics (Emory University), and Computational Finance (Carnegie Mellon University).
Rui Zhang, FSA, MAAA, Assistant Vice President & Actuary, John Hancock Financial Services
Rui holds the position of Assistance Vice President, Experience Study with John Hancock Financial Services.   She is a fellow of the society of actuaries and a member of the American Academy of Actuaries.  
At her current position, Rui has a leadership role as the head of the John Hancock Experience Study team, responsible for setting and monitoring experience for all product lines.  Prior to this position, Rui lead the John Hancock’s IFRS valuation area responsible for financial reporting of the Long Term Care and Fixed Annuity products; and before that capital management area focusing on NAIC RBC capital, where she played a key role in developing capital management initiatives for the organization.  
Holding an undergraduate degree in engineering, Rui attended Boston University where she received Master’s degree in Actuarial Science.   Rui began to work for John Hancock in 2000 as an actuarial student.   In the next several years, she rotated within the company and gained experience many actuarial functions including insurance product development, valuation, capital and risk management, and investment.   Rui received her fellowship from the society of actuaries in 2005.    
Rui was also a part time faculty at Boston University Actuarial Science department between 2001 and 2014.
Julia Jiang, CPA, Tax Manager, Amazon
Julia works as a tax manager specializing in Mergers and Acquisitions with Amazon in Boston.
Julia started her career in JPMorgan as a fund account. Shortly after, she found her interests in taxation and joined a small CPA firm in Wellesley. After that, she went to the Big Fours and spent almost 10 years in KPMG and EY. In 2017, she left EY as a Senior Tax Manager and joined Amazon tax team as a Tax Manager and specializes in Merger and Acquisition tax reporting. 
She gained her bachelor’s degree in China and obtained her MBA in Cambridge College in 2006.
She is a member of American Institute of Certified Public Accountants and a member of Massachusetts Society of Certified Public Accountants
Moderator: Jianyi Liao, Sales Order Administrator, VMWare
Jianyi works as a sales order administrator at VMWare. He recently graduated from Bentley University with a bachelor’s degree of Finance. Before his current job, he was working at Ivy Media as an account payable associate. Jianyi is one of the founders of the Chinese Young Professionals Association (CYPA), a student organization at Bentley University. He was also the director of the marketing department at CYPA, and a NECINA officer.
Jianyi is now in his early career and he will be our moderate for this career panel talk. 
Event Organizer
Join NECINA as a Member today to receive free tickets to all NECINA conferences in a year!
About NECINA 
NECINA (www.necina.org) is a nonprofit organization that was founded 24 years ago by a group of highly successful entrepreneurs. Our mission is to nourish entrepreneurship, facilitate professional career development, and bridge the business and culture gap between New England and Greater China.


As a non-profit organization, we have a subscription contact base of over 5000 people. We run 40+ events per year and help startup companies raise hundreds of million dollars. The return from Companies founded by our members has been over $10 billion dollars.

Our former speakers include Dean of MIT Sloan School of Management, Chairman and CEO of Qihoo 360, Chairman and President of Oriza Holdings, Partners of Atlas Venture, President of IEEE. Just to name a few.


We also have built partnership with companies like Dell Computer (EMC), Constant Contact, KPMG, Delta Air Lines, NetBrain, etc.
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