Chairman of the Executive Board and Chief Executive Officer, Moscow Exchange (MOEX)
Alexander Afanasiev has been Chairman of the Executive Board and CEO of Moscow Exchange since June 2012.
Prior to joining Moscow Exchange, he spent 13 years at Bank WestLB Vostok, a subsidiary of the German banking group WestLB AG, most recently as a Deputy Chairman of the Executive Board. Prior to his work at WestLB, Mr Afanasiev was an Executive Board member of Bank Imperial.
From 2005 to 2011 Mr Afanasiev was Chairman of the MICEX FX Market Council. From 2009 to 2013 he co-chaired the National Foreign Exchange Association and from 2011 to 2014 the National Securities Market Association.
Mr Afanasiev has been working in the Russian financial sector since 1991. He worked at the Bank of Russia earlier in his career, and was among the founders of the Russian Project Finance Bank, the first investment bank with foreign capital in Russia.
He subsequently served as Executive Director of this bank. Alexander Afanasiev graduated from the Moscow Financial Institute with a degree in international economic relations and holds a PhD in economics.
Investment Manager, CalPERS
James Andrus is an Investment Manager in Sustainable Investments at CalPERS. CalPERS’ is the largest public pension system in the United States with approximately $350 billion in global assets. James focuses on data and corporate reporting transparency. He is Chair of the Disclosure and Transparency Committee of the International Corporate Governance Network, and Co-Chair of the International Committee of the Council of Institutional Investors. Prior to joining CalPERS, James served as a Corporate and Investment Management Partner at the global law firm K&L Gates.
James is a graduate of the University of Texas School of Law and the United States Military Academy at West Point.
Chief Executive Officer, Tel-Aviv Stock Exchange (TASE)
Mr. Ittai Ben-Zeev has been Chief Executive Officer of TASE since January 2017. Prior to joining TASE, Mr. Ben-Zeev served in a number of roles at Bank Leumi, including Executive Vice President, Head of Capital Markets Division, and as a member of the bank's management team (2013-2016). Between 2010 to 2013 he was the Deputy Head of Capital Markets Division, and from 2007 to 2010 he managed the Forex and Derivatives dealing room of the bank. Before Bank Leumi, Mr Ben-Zeev served as an investment banker at Merrill Lynch Israel, as well as Merrill Lynch Technology Group in London.
His education includes an L.L.B in Law, Tel-Aviv University, and he is a graduate of three programmes: the Merrill Lynch Analyst Training Programme; the Insead Management Acceleration Programme; and the Directors' and Officers' Course, Herzliya Interdisciplinary Center.
Mr. Ben-Zeev is a Licensed Investment Advisor in Israel.
Group Chief Executive Officer, Optiver
Jan is the Group CEO of Optiver and Chairman of the Optiver Executive Committee. Jan joined Optiver in October 2015 as CEO of the European business, also taking on the Group CEO position in January 2018.
Prior to this, Jan worked at Goldman Sachs, within the Securities Division. During his GS career he worked across numerous areas, namely the Derivatives, Execution and Clearing businesses. He left the firm as Partner, following a 21-year career in 2015.
Jan is a graduate of the London School of Economics and holds an MBA from Harvard. He is the founding Chairman of Plato Partnership, former Board member of CMC Markets and current board member of Redburn Ltd.
Laura M. Cha
Chairman, Hong Kong Exchanges and Clearing Ltd
Mrs Cha is a member of the Executive Council of the Government of Hong Kong, Chairman of Hong Kong Exchanges and Clearing Ltd and a member of Financial Leaders Forum.
Mrs Cha is the Non-Executive Deputy Chairman of The Hongkong and Shanghai Banking Corporation, a Non-Executive Director of HSBC Holdings plc, and an Independent Non-Executive Director of Unilever plc. She is also a Senior International Advisor of Foundation Assets Management Sweden AB and a member of Sotheby’s International Advisory Board. In addition, she is Vice Chairman of the International Advisory Council of the China Securities Regulatory Commission. She is a Director of the World Federation of Exchanges.
Mrs Cha became the first, and to-date, the only person outside Mainland China to join the Central Government of the People’s Republic of China at the vice-ministerial rank when she was appointed as Vice Chairman of the China Securities Regulatory Commission in January 2001. She served in that position until September 2004. Mrs Cha worked for Securities and Futures Commission in Hong Kong from 1991 to 2000, becoming its Deputy Chairman in 1998.
She was awarded a Silver Bauhinia Star in 2001, a Gold Bauhinia Star in 2009 and the Grand Bauhinia Medal in 2017 by the Hong Kong Government for her public service.
Managing Director & Chief Executive Officer, BSE Limited (Bombay Stock Exchange)
Shri Ashishkumar Chauhan is the MD & CEO of BSE (Bombay Stock Exchange), the first stock exchange of Asia. He is one of the founders of India's National Stock Exchange (NSE) where he worked from 1992 to 2000. He is best known as the father of modern financial derivatives in India due to his work at NSE. He was instrumental in setting up India's first fully automated screen-based trading system and first commercial satellite communications network. He also created several path breaking frameworks including Nifty index, NSE certifications in financial markets etc.
He joined BSE as Deputy CEO in 2009 and was appointed as CEO in 2012. He is credited with reviving BSE including making it the fastest Exchange in the World with less than 6 microseconds response time, introduction of Mobile Trading first time in India, state of the art online real time surveillance system, introduction of several market leading products like SME, Currencies, Mutual Funds, Corporate Bonds distribution, Offer for Sale, Offer to buy etc. He was also instrumental in setting up India's First International Exchange "India International Exchange", which was inaugurated by the Hon'ble Prime Minister of India Shri Narendra Modi in January 2017 at Gandhinagar, Gift City.
He is the Chairperson on the Board of Governors (BoGs) of the National Institute of Technology (NIT) Manipur, member of the Board of Governors at IIM Raipur and an Independent Director of the ICSI Insolvency Professionals Agency, a 100% subsidiary company of The Institute of Company Secretaries of India. He is the Chairman of South Asian Federation of Exchanges (SAFE), a forum of 28 member entities from the SAARC region and neighbouring countries which aims to provide platform to share, exchange and promote the technologies, experiences for the rapid growth and development of capital markets and regional as well as global integration. He is a member of the Advisory Committee of Ministry of Micro Small and Medium Enterprises (MSME). He is an Advisor to the Technical Evaluation Committee set up by the Department of Posts for Postal Bank and also a part of several other committees of World Federation of Exchanges ("WFE"), Government of India ("GOI"), Reserve Bank of India ("RBI"), Securities and Exchange Board of India ("SEBI"), Central Board of Direct Taxes (CBDT), Confederation of Indian Industry ("CII"), Federation of Indian Chambers of Commerce and Industry ("FICCI"), Indian Merchants Chamber ("IMC"), India UK council ("UKIBC") etc. He is also a Member of the Advisory Committee of the proposed Mumbai University School of Economics and Public Policy. He is also associated with several NGOs and education institutions. His quotes and writings have been published in various newspapers, magazines and journals in India and abroad.
He holds a B Tech in Mechanical Engineering from IIT Bombay and a PGDM from IIM Kolkata. He is a Distinguished Visiting professor at Ryerson University, Toronto, Canada.
Secretary General, Basel Committee on Banking Supervision, Bank for International Settlements
As Secretary General of the Basel Committee on Banking Supervision, William (Bill) Coen directs its work and manages its Secretariat. The Basel Committee is the international group of central bankers and banking supervisors responsible for setting global prudential standards for banks. Its mandate is to strengthen the regulation, supervision and practices of banks worldwide with the purpose of enhancing financial stability.
Bill was appointed as Secretary General in 2014 and currently serves as chair of the Basel Committee’s Policy Development Group, which formulated the Basel III post-crisis reforms that were endorsed by the Basel Committee’s governing body – the Central Bank Governors and Heads of Supervision – in December 2017. In addition to its role to establish prudential standards, the PDG is responsible for evaluating and assessing the impact of the Committee’s post-crisis reforms. Bill has also chaired the Committee’s Task Force on Corporate Governance and the Coherence and Calibration Task Force. Prior to his appointment as Secretary General, Bill served as Deputy Secretary General. Appointed to that role in 2007, he managed the daily activities and workstreams of the Basel Committee and its Secretariat. His specific responsibilities as Deputy Secretary General focused on the Basel Committee’s response to the financial crisis, including the coordination of the Committee’s various Basel III policy initiatives.
Bill joined the Basel Committee’s Secretariat in 1999 from the Board of Governors of the Federal Reserve System in Washington DC. During his career at the Federal Reserve, he worked in areas related to banking policy, supervision and licensing. Before joining the Federal Reserve, he was a bank examiner for the US Office of the Comptroller of the Currency. Bill began his career as a credit officer of a New York City-based bank, where he served as an Assistant Vice President responsible for consumer credit and retail mortgage lending.
Bill is a member of the Bretton Woods Committee and the IFRS Advisory Council. He is a native of New York City and received his Master of Business Administration degree from Fordham University (1991) and Bachelor of Science degree from Manhattan College (1984).
Managing Director & Head of iShares Global Markets, BlackRock
Samara Cohen is Managing Director and Head of iShares Global Markets at BlackRock. This team seeks to protect and grow trading in iShares funds by actively monitoring and improving the ETF ecosystem, which encompasses investors, broker-dealers, market-makers, trading venues and technology providers.
Ms. Cohen also leads the firm's efforts globally on EII (ETF and Index Investments) public policy and regulation. In this role, she works closely with BlackRock's Global Public Policy Group in addressing a wide range of issues related to indexing and ETFs with policy makers worldwide.
Samara originally joined BlackRock in 1993 as an analyst in the Institutional Client Business group. Prior to rejoining BlackRock, Ms. Cohen was a Managing Director in the Securities Division of Goldman Sachs. She served as Chief Operating Officer of FICC (Fixed Income, Currencies and Commodities) Americas Sales and led the Global Market Transition team which developed and delivered solutions to clients in the evolving market structure and regulatory environment. Previously, Samara worked in Interest Rate Products where she was responsible for developing strategies in interest rate and derivative markets for a broad range of institutional clients, including banks, insurance companies, asset managers and hedge funds. Samara also represented Goldman Sachs on the Commodity Futures Trading Commission's Global Markets Advisory Committee.
Samara earned a BS Econ in Finance from the Wharton School and a BA in Theatre Arts from the College of Arts and Sciences of the University of Pennsylvania. She earned an MBA from Harvard Business School.
Chief Executive Officer, SIX Group
Jos Dijsselhof is a Banking & Exchange executive who joined SIX Group as CEO on January 1st 2018.
Jos Dijsselhof was previously the Chief Operating Officer of Euronext. He served as interim CEO of Euronext until Stephane Boujnah took over as CEO. Dijsselhof joined Euronext as Chief Operating Officer in June 2014 and was appointed interim CEO in May 2015 after the departure of CEO Dominique Cerutti.
Before his appointment as COO of Euronext, Dijsselhof was a general manager at Australia and New Zealand Bank in Singapore. He has over 20 years of experience in the financial industry and has worked in Europe and Asia institutions including Royal Bank of Scotland and ABN Amro Bank.
Jos Dijsselhof earned a bachelor's degree in computer science from the Stenden University of Applied Sciences and an MSc in business administration from the Amsterdam University of Applied Sciences.
He completed the Advanced Management Program at INSEAD.
Dr. Pinar Emirdag
Senior Vice President, Head of Digital Product Development and Innovation, State Street
Pinar Emirdag joined State Street in January 2017. Pinar leads the digital product development and innovation team with the objective of enabling the next financial services generation by developing new products and services. Pinar has worked on a number of industry changing initiatives; building new marketplaces and capital markets offerings throughout her career at the London Stock Exchange, ICAP, Liquidnet, Citigroup, and Lava Trading - a successful financial technology firm which was acquired by Citigroup.
In recent years, Pinar has worked on emerging business models and technologies, such as peer to peer financial services. She has also worked on entrepreneurial initiatives as an executive, founder, advisor and board member. These include Clearmatics, R3, Hyperledger, Quantave, UK Digital Currency Association, Complymatic, Mathmoneyfx (now Symbiont) and Senahill Partners.
Pinar holds doctorate and master’s degrees in physics and a master’s degree in electrical engineering from Brown University. Pinar’s research field was development of new numerical techniques in theoretical particle physics. She continues to be involved in academic collaborations and regularly presents on regulation, technologies and market structures at events and conferences.
Senior Policy Advisor, International Organisation of Securities Commissions (IOSCO)
Alp Eroglu joined IOSCO in 2010 and is responsible for IOSCO's policy work on a variety of matters, including issues considered by Committee 3 on Regulation on Market Intermediaries, Committee 7 on Derivatives, market conduct, financial benchmarks and price reporting agencies, SME and infrastructure financing, compensation practices and various derivatives markets related issues. He also conducts regulatory workshops on numerous topics.
Alp has twenty-three years of professional experience, seventeen of which is in securities regulation and five in private practice.
He has an undergraduate degree from University of Ankara Law School, and postgraduate degrees from University of Pennsylvania Law School and Wharton Business School.
Chairman, The Egyptian Exchange (EGX)
Mr. Mohamed Farid served as the Vice Chairman of the Egyptian Exchange for the years 2010-2011. He is also a Board member of the Insurance Holding Company and the CEO of one of the financial and economic consultancy institutions.
Mr. Farid was selected as an external advisor for venture capital and financial leasing activities at the World Bank in Egypt for the period from 2013 to 2016. Formerly, Mr. Farid served as an expert on financial economics and Head of the Capital Market Unit at the Ministry of Investment, where he was responsible for following up with the Egyptian Exchange development plans, most importantly the SMEs market (Nilex) and bonds market. He was also an economist at the Ministry of Economy and Foreign Trade. In addition, Mr. Farid was a part-time lecturer at the American University in Cairo and the Arab Academy for Science, Technology and Maritime Transport.
During his tenure as EGX Vice Chairman, Mr. Farid was responsible for developing a detailed plan for the establishment of derivatives market, in addition to the preparation of the legislative rules governing this market.
Mr. Farid holds a BSc in Commerce and Economics from Helwan University. He also holds an MBA from the Arab Academy for Science, Technology and Maritime Transport and an MSc in Economics, Finance and Investment from York University, UK and an MSc in Financial Mathematics from CASS Business School, UK.
Chairman, Quest Holdings, Chairman, Hellenic Federation of Enterprises (SEV)
Mr. Theodore Fessas is the Chairman and founder of Quest Holdings, and the Chairman of the Hellenic Federation of Enterprises (SEV).
Quest Holdings, established in 1981 (as Info-Quest), is listed in Athens Stock Exchange since 1998 and owns leading Greek companies in the sectors of Information Technology, Payment Transactions, Parcel Delivery and Renewable Energy.
Mr. Fessas is the Chairman of SEV since May 2014, after he has served for many years as a member of the Board and the Executive Committee.
He is the Honorary President of the Federation of Hellenic Information Technology & Communications Enterprises (SEPE) and member of the Boards of Directors of International Chamber of Commerce (ICC-Hellas) and the Foundation for Economic and Industrial Research (IOBE).
He holds a Mechanical & Electrical Engineering diploma from the National Technical University of Athens and a MSc in Thermodynamics from the University of Birmingham, UK.
Chief Executive Officer, B3 - Brasil Bolsa Balcão
Mr. Finkelsztain was the CEO of Cetip (Brazilian Central Securities Depository) from 2013 to May 2017 when he was appointed as CEO of B3, resulting from the merger of Cetip and BM&F Bovespa.
He holds a Bachelor’s Degree in Civil and Production Engineering from Pontíficia Universidade Católica – PUC Rio de Janeiro (1994) with an extension in Advanced Management at INSEAD (2011).
Gilson served as a member of the Board of Directors of Cetip from 2011 to 2013, while working at Santander Global Banking & Markets as Managing Director - Head of Rates: FX, Fixed Income and Commodities Sales and Structuring.
Gilson has more than 20 years of experience in the financial and capital markets, always in global institutions such as Bank of America Merrill Lynch, J.P. Morgan and Citigroup, where he held different management positions working in Sao Paulo, New York and Mexico City.
Vice Chairman, Nasdaq
Meyer "Sandy" Frucher is Vice Chairman of Nasdaq. In this role, Mr. Frucher is responsible for developing global exchange relationships and serves as an advisor to the Nasdaq senior management team. He joined the exchange after Nasdaq acquired The Philadelphia Stock Exchange in 2008, where he was Chairman and CEO since June,1998.
Mr. Frucher also has a distinguished career in city, state, and federal government, including serving as the chief labor negotiator for New York State, CEO of Battery Park City Authority, and CEO of the School Construction Authority.
Mr. Frucher is the founding chairman and trustee emeritus of the Massachusetts Museum of Contemporary Art. He also sits on the Boards of the Saratoga Performing Arts Center, the Options Clearing Corporation, The World Federation of Exchanges and Sirius Group.
President & COO, Rosenblatt Securities
Joe Gawronski is the President and COO of Rosenblatt Securities, a New York City-headquartered institutional broker founded in 1979. The firm represents its core customer base of institutional investors, as well as proprietary trading firms and sell-side firms, on an agency-only basis in equities and ETFs and is the largest floor broker on the NYSE.
Joe is formerly a securities and M&A lawyer with Sullivan & Cromwell, a Vice President in the equities division with Salomon Smith Barney and COO of Linx, a block trading ATS. He received his B.A. in Public and International Affairs at Princeton’s Woodrow Wilson School and his J.D. from Harvard Law School. He is a member of the Advisory Board of the Journal of Trading, a member of the Board of Directors of the National Organization of Investment Professionals, a member of the Equity Market Structure Advisory Board to the US Committee on Capital Markets Regulation, and a former term member of the Council on Foreign Relations. He has published numerous op-ed pieces in financial publications such as The Financial Times and Barron’s and has been a contributor on CNBC. He has testified before the United States Congress on market-structure issues and advised exchanges and regulators throughout the world on market-structure and strategic initiatives.
Prof. Charalampos Gotsis
Chairman, Hellenic Capital Market Commission (HCMC), Professor of Economics, University of Piraeus
Professor Charalampos Gotsis is the Chairman of the Hellenic Capital Market Commission (HCMC). He studied economics at the Universities of Hamburg and Marburg in Germany, where he received a Ph.D. with a thesis entitled “The contribution of the banking system to the financing of the Greek economy”.
He is Professor of Economics at the University of Piraeus in macroeconomics, economic policy, international trade, banking, monetary economics and international economic relations.
His main research interests are macroeconomics, financial markets, economic growth and international trade. Professor Charalampos Gotsis has published many books and his work has been published in several journals. He is also a regular participant in academic and policy debates, in seminars and conferences.
In addition to his academic work, he has served as a Chairman, CEO and consultant at many firms in the financial and in the manufacturing sector. He represents the Hellenic Capital Market Commission at the Board of Supervisors of the European Securities and Markets Authority (ESMA) and also at the Presidents Committee and at the European Regional Committee of the International Organization of Securities Commissions (IOSCO). He is also the Chairman of the Board of Directors of the Investors Guarantee Fund.
Chairman, Piraeus Bank Group, Chairman, Athens Stock Exchange
Mr. George Handjinicolaou is Chairman of the Board of Directors of Piraeus Bank Group. He also holds the position of Chairman, non-executive member, of the Board of Directors of ATHEX.
Mr. Handjinicolaou received his PhD in Finance from the graduate school of business at New York University, where he also earned his MBA, and holds a BS degree from the Law School at the University of Athens, Greece.
His career in the financial services sector spans 33 years, the vast majority of which was spent at global financial institutions based in London and New York.
Mr. Handjinicolaou held the position of Deputy CEO of the International Swaps and Derivatives Association (ISDA) in London for 7 years, where he was also a member of the Board of Directors. Previously and for over 20 years, he held senior management positions in the derivatives and fixed income markets at several global financial institutions including Dresdner Kleinwort Benson, Bank of America Merrill Lynch and UBS in London and New York, while he started his career at the World Bank in Washington, DC. Mr. Handjinicolaou has also leadership experience in Greece from his roles as CEO of TBANK and as Vice Chairman of the Greek Capital Market Commission.
Nikolaos V. Karamouzis
Chairman, Eurobank Ergasias SA, Chairman, Hellenic Bank Association (HBA)
Mr. Nikolaos Karamouzis is the Chairman of Eurobank Ergasias S.A. and Chairman of the Hellenic Bank Association (HBA).
At Eurobank Ergasias S.A., he is also the Chairman of the Strategic Planning Committee and Member of Risk Committee and Nomination Committee. He is Member of the Bank’s Legal Council and BoD Member of Eurobank Cyprus Ltd.
He holds the positions of Vice Chairman of the Hellenic Federation of Enterprises (SEV), Chairman of the Hellenic Advisory Board, South East European Studies at Oxford (SEESOX), St Antony’s College, Oxford University, Member of the Advisory Board of diaNEOsis, Vice President of A.D.R. PROMOTION ORGANISATION – ADRO, Member of the BoD of Onassis Foundation, Member of the Board, Foundation for Economic and Industrial Research (I.O.B.E.), Member of the Advisory Board of the Humanitarian Organization “Apostoli” by the Holy Archdiocese of Athens.
He has served as CEO of GENIKI Bank, and Advisor to the Management and Member of the Strategic Planning Committee of Piraeus Bank Group, Deputy CEO of Eurobank group for 14 years, in charge of Wholesale Banking activities, Deputy Governor, National Bank of Greece, Chairman, Hellenic Investment Company, Deputy Governor, Hellenic Bank of Industrial Development, Director, Foreign Exchange Division of Bank of Greece and Adviser, Federal Reserve Bank of Cleveland (USA).
He holds the position of Emeritus Professor, University of Piraeus in Greece.
He holds a Bachelor Degree in Economics, University of Piraeus, Master Degree in Economics, American University, USA and Ph.D. in Economics with specialization in Monetary Policy and International Finance, Pennsylvania State University, USA.
Editor, John Lothian News, John J. Lothian & Company, Inc.
Jim Kharouf is a veteran editor, journalist, content specialist and entrepreneur in the financial markets media space. He currently works with several firms in global financial markets; as a contributing editor for John Lothian News and producer with John Lothian Productions; director of content development for Gate39 Media, and a content consultant for 3Points Communications in Chicago. He is also working with a London-based firm on the development of a new FinTech information hub for investors, FinTech firms and end users. During his 20-plus years in financial markets, he has helped contribute to, launch and expand several financial publications and financial websites.
His work has appeared in multiple publications including JLN, FOW, The Wall Street Journal, Active Trader, The Banker and others. He worked for 11 years with John J. Lothian & Co. from 2006 to 2017, serving most recently as the company's CEO, and helped expand the company's news, services and brand globally. He is well known for his knowledge of the global financial industry, financial technology, global market trends and occasionally his sense of humour.
Deputy Secretary-General, The Organisation for Economic Co-operation and Development (OECD)
Mr. Masamichi Kono was appointed Deputy Secretary-General of the OECD in August 2017. His portfolio includes the strategic direction of OECD policy on Environment, Development, Green Growth, Science, Technology and Innovation, Financial and Enterprise Affairs & Anti-Corruption along with representing the OECD at the Financial Stability Board meetings.
Prior to joining the OECD, Mr. Kono was the Vice Minister for International Affairs, Financial Services Agency, Japan (JFSA) and President of the Asian Financial Partnership Center of the JFSA. In that capacity, he represented the JFSA in various international bodies and meetings, and was responsible for coordinating policies relating to international affairs for the JFSA.
In relation to this work, he served as Chairman of the International Organization of Securities Commissions (IOSCO) Technical Committee from April 2011 until May 2012, and thereafter as Chairman of the IOSCO Board until the end of his term in March 2013. He was also the Co-chair of the Financial Stability Board Regional Consultative Group for Asia from July 2013 to June 2015, and Chairman of the IFRS Foundation Monitoring Board from February 2013 to June 2016.
He has had a long career in financial supervision and the regulation of financial services, both in Japan and in the international arena, since joining the public service in 1978.
Before joining the Financial Services Agency, Mr Kono was Secretary to the WTO Financial Services Committee between 1994 and 1999, as Counsellor of the Trade in Services Division, World Trade Organisation. He also served for 4 years at the OECD Secretariat in the Economics Department, at the beginning of his career.
From September 2005 to March 2017, he was a Visiting Professor at the University of Hiroshima, Graduate School of Social Sciences (Finance Program). He was also Research Scholar at Columbia University, School of International and Public Affairs (SIPA), USA from November 2016 to June 2017.
Mr. Kono holds a B.A. in law from Tokyo University.
Chief Executive Officer, Athens Stock Exchange
Socrates Lazaridis is Chief Executive Officer of Hellenic Exchanges-Athens Stock Exchange and the subsidiaries Athens Exchange Clearing House and Hellenic Central Securities Depository.
He is also Chairman of the Board of the Stock Markets Steering Committee, member of the Board of the Hellenic Capital Market Commission, Vice Chairman of the Hellenic Corporate Governance Council and Member of the Board of the American - Hellenic Chamber of Commerce.
He joined the Athens Exchange Group in 1994 and held several positions at the Central Securities Depository, the "Systems Development and Support of Capital Market" (ASYK SA) and the Athens Exchange, while he also served as member of the Board at Athens Derivatives Exchange and the Athens Derivatives Exchange Clearing House. He was also member of the Board of the LinkUp Markets and of the Federation of the European Securities Exchanges (FESE).
Born in Athens in 1962, he studied Economics at the Department of Economics in Athens University and continued his studies for an MSc (Econ) at Queen Mary College of London.
Peter K. Lenardos
Group CEO, Cinnober Financial Technology AB
Peter K. Lenardos is the Group CEO of Cinnober Financial Technology. He was appointed to this position in August 2018 after previously serving as Cinnober’s Group CFO.
Prior to Cinnober, Mr. Lenardos established the global market infrastructure and European diversified financials franchises for a leading global investment bank, and was an investment banker in both the US and UK since 2001. In investment banking, Peter was active in both corporate finance (M&A advisory and capital raising activities) and research analysis.
Peter received a BBA in Accounting from the University of Notre Dame where he graduated in the top 1% of his class and a MBA in Finance from the Kellogg School of Management at Northwestern University where he graduated first in his class. Mr. Lenardos is a dual US/UK citizen, and is based in both of Cinnober’s Stockholm and London offices.
Head of MACS Engineering and Execution, AXA Investment Managers (AXA IM)
Experience: 23 years
Years with AXA IM : 4 years since joining in 2014, and 8 years from 2000 to 2008
Since 2018 In charge of Quant Lab, Structuring and Trading, supporting fund managers and clients with market access and quantitative innovation to support their decisions from Analytics and SAA to Derivatives and Structuring.
Between 2014 and 2017, Daniel was Head of Client Solutions, covering Client Advisory, Structuring, Derivatives and Financial Engineering. In 2017 Daniel took the additional responsibility of global trading.
Daniel joined AXA IM in 2014 from BNP Paribas in Fixed Income Trading where he spent six years, firstly in charge of Structured Rates trading for Europe and Asia and then as Head of the Solution Trading Group. From 2000 to 2008 Daniel held various positions within AXA IM including CIO of Investment Solutions. He started his career at Paribas in 1995 in charge of quantitative research on FX.
Daniel graduated from Ecole Polytechnique, having specialised in Financial Modelling and Mathematics
Member of Parliament, Labour and Cooperative Party, UK Parliament
Chris Leslie MP first entered Parliament in 1997 as MP for Shipley. Since 2010 he has been Labour and Cooperative MP for Nottingham East, and became shadow Chief Secretary to the Treasury in 2013. After Labour’s defeat in the May 2015 election he became Shadow Chancellor of the Exchequer, and held that position until September 2015, when he stepped down from the frontbench. Since the decision to leave the European Union was made during the referendum in June 2016, he has worked extensively in Parliament to highlight the risk to Britain’s economy that leaving the EU Single Market and Customs Union poses.
Chair, European Securities and Markets Authority (ESMA)
Steven Maijoor has been the Chair of the European Securities and Markets Authority (ESMA) since taking up office 1 April 2011. He is the first chair of the authority and is currently serving his second five-year term. He is responsible for representing the Authority as well as chairing ESMA’s Board of Supervisors and the Management Board. The role of the Board of Supervisors is to give strategic guidance to ESMA and make all main regulatory and supervisory decisions. The Management Board's purpose is to ensure that the Authority carries out its mission and performs its tasks.
Prior to taking up this role, Steven was Managing Director at the AFM, the Dutch financial markets regulator, where he was responsible for capital market supervision, including financial reporting and auditing, prospectuses, public offerings, and the supervision of the integrity of financial markets. During his term, the scope of activities of the AFM vastly expanded and he was responsible for building and implementing supervision in the capital market area. In his regulatory role at the AFM, Steven has held a number of international positions, including the Chairmanship of IFIAR (International Forum of Independent Audit Regulators).
Before joining the regulatory world, Steven was the Dean of the School of Business and Economics at Maastricht University, and had pursued a long career in academia which included a variety of positions at Maastricht University and the University of Southern California.
He holds a PhD in Business Economics from Maastricht University, was a research student at the London School of Economics, and has a master in Business Economics from the University of Groningen.
Chief Executive Officer, S&P Dow Jones Indices (S&P DJI)
Alex Matturri is Chief Executive Officer at S&P Dow Jones Indices (S&P DJI), responsible for all aspects of the index business globally. S&P DJI offers investment professionals around the world an array of products from efficiently representative indices to broad comprehensive benchmarks.
Previously, Alex was Senior Vice President and Director of Global Equity Index Management at Northern Trust Global Investments (NTGI). There, he was responsible for all facets of passive equity portfolio management and trading, overseeing a $185 billion passive investment business for the world’s third-largest quantitative manager. In addition to leading investment teams in the U.S., Europe and Asia, Alex was a driver for the global expansion of the passive investment business across all regions. Alex joined NTGI in 2003 with the company’s acquisition of Deutsche Asset Management’s Index and Quantitative Investment business. At Deutsche, he served as Director and Senior Index Investment Strategist.
From 1987 until joining Deutsche in 2000, Alex served as Vice President and Division Head at The Bank of New York where he managed the Special Investment Products group which provided investment management, product development, and trading for equity derivatives and quantitative strategies. Alex was a pioneer in the use of equity derivatives and exchange traded funds (ETFs) in institutional and high-net-worth portfolios. In 1993 Alex started The Bank of New York’s transition management business which was one of the first providers of portfolio transition and asset reallocation services. His experience before The Bank of New York included roles as a Risk Arbitrage Analyst at Donaldson, Lufkin & Jenrette and a Security Analyst at First Fidelity Bank.
Alex is a Chartered Financial Analyst and is admitted as an attorney in New York and New Jersey. He is also a member of the CFA Institute and The New York Society of Security Analysts. Alex holds a bachelor’s in finance with honors from Lehigh University and a JD from Syracuse University College of Law.
Chief Executive Officer, Johannesburg Stock Exchange
Nicky Newton-King is the Chief Executive Officer of the Johannesburg Stock Exchange (JSE) and a member of the JSE’s Executive Committee and Board of Directors.
Nicky holds a BA LLB from the University of Stellenbosch and an LLM degree from the University of Cambridge, becoming a partner at law firm Webber Wentzel prior to joining the JSE.
Nicky was a World Economic Forum Global Leader of Tomorrow in 2003 and, in the same year, South Africa’s Businesswoman of the Year. In 2006, she spent 5 months at Yale University as a Young Global Leader. Nicky serves on the Board of the World Federation of Exchanges.
Director, Burton-Taylor International Consulting
Andy Nybo is a Director at Burton-Taylor International Consulting and, has more than 30 years’ experience in research and technology in global capital markets. Andy joined Burton-Taylor in March 2017 and is responsible for its Exchange vertical, focusing on how competitive pressures are forcing shifts in business models and strategic initiatives of exchanges as they seek to expand revenue across multiple business segments.
Mr. Nybo joined Burton-Taylor from TABB Group where he was a managing director in its research practice. At TABB he was responsible for managing TABB’s listed derivatives practice focusing on listed and OTC securities markets examining how regulation, technology and shifting investor behaviors impact global derivatives market structure. Andy has written numerous studies on derivatives markets with a particular focus on technology, market structure and how the buy side and sell side are adapting to the changing environment.
Mr. Nybo presents regularly at a wide range of industry conferences and provides commentary for media outlets including Bloomberg TV, CBS, CNBC, Fox Business News and Reuters TV. He also has been quoted extensively in major business publications such as The Wall Street Journal, The New York Times, and the Financial Times.
Mr. Nybo is a member of the Board of Governors of the Security Traders Association and a member of its Listed Options Committee. He also has been a Board Member of the Carolina Securities Traders Association since 2012.
Treasurer, The World Bank
Arunma Oteh joined the World Bank as Vice President and Treasurer on September 30, 2015. She manages and leads a large and diverse team responsible for managing more than $150 billion in assets, and borrowing in more than 20 currencies around the world. In addition to maintaining the World Bank’s global reputation as a prudent and innovative borrower and investor, she and her team manage an extensive client advisory business.
Ms. Oteh most recently served as the Director General of the Securities and Exchange Commission of Nigeria. Appointed to a five-year term by the president of Nigeria in 2010, she led the transformation of the country’s capital markets industry into world-class. She was a member of the Board of the International Organization of Securities Commissions (IOSCO) and the Chairperson of the Africa Middle East Regional Committee of IOSCO. Prior to joining SEC Nigeria, Oteh was Group Vice President from 2006 to 2009 and Group Treasurer from 2001 to 2006 at the African Development Bank Group (AfDB). She also held various positions in treasury and lending in the course of her career at the AfDB, which she joined in 1992. She started her career at Centre Point in 1985 and has worked in corporate finance, teaching, and research.
She holds a masters of business administration from Harvard University and a First Class Honors Bachelor of Science degree in computer science from the University of Nigeria.
In 2011, in recognition of her contribution to economic development and to transforming the Nigerian capital markets, she was awarded the Officer of the Order of the Niger national honor. She was also named the African Investor Capital Market Personality of the Year in 2014.
Dr. Daniela Peterhoff
Partner, Global Head of Market Infrastructure, Oliver Wyman
Dr. Daniela Peterhoff is a Partner in Oliver Wyman’s Stockholm Office. Daniela leads the Global Market Infrastructure group and Co-heads Oliver Wyman’s EMEA Corporate & Institutional Banking practice. She joined the firm following her employment with Eurex (Deutsche Börse Group).
She specialises in strategy and transformational projects for exchanges, clearinghouses as well as (I) CSDs, data & analytics providers, Fintechs, regulators and banks/custodians. Her recent work spans operations & technology enhancements, risk management, regulatory & stakeholder management, new business initiatives & strategy as well as investments and M&A/partnerships.
Daniela co-led the development and publication of the WFE/Oliver Wyman report related to liquidity in emerging markets, as well as several reports around capital markets outlook, SME finance, CCP regulation and new technologies. She is a frequent speaker at industry conference on market infrastructure topics.
Deputy Chief Executive Officer, Deutsche Börse AG
Andreas Preuss is the Deputy CEO of Deutsche Börse AG and as CIO/COO responsible for the IT & Operations division. He is Chairman of the Supervisory Board of 360 Treasury Systems AG and Member of the Supervisory Board of Clearstream Holding AG and also of European Energy Exchange AG.
Mr. Preuss joined Deutsche Terminbörse (DTB) in 1990, initially as a Member of the New Products Division and then as Customer Service Director. In 1994, Mr. Preuss was appointed a Member of the Management Board of Deutsche Börse AG, and in 1998 he became a Member of the Executive Boards of the newly established Eurex Group. In 2000, he became President of Trading Technologies International Inc. in Chicago before accepting the positions of Chief Operating Officer, Board Member and, in 2003, Partner for Mako Group, a leading market maker in exchange-traded options. In 2006, Mr. Preuss re-joined Deutsche Börse AG. He is a Member of the Board of Directors of the World Federation of Exchanges and served as its Chairman from 2012 until 2014.
Mr. Preuss studied business administration at the University of Hamburg, receiving a graduate degree (‘Diplom-Kaufmann’).
Non-Executive Chairman of the Shanghai Stock Exchange, Vice Mayor of Shanghai and WFE Chairman
Mr. Wu Qing has been deeply involved in financial regulation, risk control and policy making on financial development and reform. He has recently become Vice Mayor of Shanghai.
He, now as Non-Executive Chairman of Shanghai Stock Exchange (SSE), continues to serve the WFE as its Chairman and will complete the mandate till October 2018.
In May 2016, he was appointed Executive Chairman of SSE. Prior to joining the SSE, he served as District Mayor in Shanghai for six years. From 1992 to 2010, he worked in various posts of the China Securities Regulatory Commission (CSRC), became Deputy Director-General of the Intermediary Supervision Department in 1997 and then Director-General in 2004. He also served in Securities Risk Tackling Office and Fund Supervision Department of CSRC.
Mr. Wu Qing undertook policy research about conditions of the opening-up of China’s securities sector, and engaged in multiple WTO accession negotiations. He led the World Bank’s research about the risk index system of securities companies, and participated in projects including research on globalisation and big enterprises conducted by Judge Institute of Management Studies, University of Cambridge. In addition, he also engaged in the formulation and revision of the Securities Law and Securities Investment Fund Law. He was also a member of the Board of Directors of The World Federation of Exchanges.
Since the early 1990s, he has participated in the disposition and reorganisation of about 50 high-risk financial institutions. Also, he has conducted extensive research in financial theory and practice, including monetary policy, financial institutions, financial regulation and risk control.
Mr. Wu Qing obtained his bachelor’s degree in economics from Shanghai University of Finance and Economics, his master’s degree and PhD in economics from Renmin University of China. He also holds an MBA degree from University of Cambridge.
Director General, Federation of European Securities Exchanges (FESE)
Rainer Riess is Director General of FESE and an Independent Advisor to exchanges and financial services companies with more than 25 years of experience in the global exchange industry. He is a Member of the Securities and Markets Stakeholder Group (SMSG) which provides ESMA with opinions and advice on its policy work. He is also a Senior Independent Director in the Supervisory Board of the Moscow Exchange, heading the Strategy as well as the Remuneration and Nomination Committee. He served for many years as Vice Chairman of the Board of the Frankfurt Stock Exchange and was responsible for the cash market business of Deutsche Börse AG.
In his tenure at Deutsche Börse he created and managed markets, drove changes in the European corporate governance and accounting practice, financial market regulation and supervision of market player. Major initiatives include running the cash market in a competitive MiFiD environment and financial market crises, the creation of DTB Deutsche Terminbörse / Eurex, developing European primary markets (Neuer Markt, indices, corporate governance and regulation), launch of the Xetra electronic trading system and the CCP as well as the creation of the European ETF and structured products markets.
He is a Member of the Board of Trustees of several academic and charitable organisations. He holds a Master in Economics from Johann Wolfgang Goethe-University in Frankfurt and received an MBA from the University of Miami as a Fulbright Scholar.
Dr. Urs Rüegsegger
Chairman, SIX Swiss Exchange, Vice Chairman of The World Federation of Exchanges
Urs Rüegsegger served as the Group Chief Executive Officer of SIX Group AG from 2008 to December 2017. Prior to this he held the position of Head of the Executive Committee of St. Galler Kantonalbank. He joined the bank in 1993 as Head of Controlling, Accounting and Risk Management and was appointed to the Executive Committee in 1997. In 2000 he took charge of the IPO, which was successfully launched in 2001.
As Head of the Executive Committee he also held various positions with the Association of Swiss Cantonal Banks since 2001.
After completing a degree in business studies at the University of St. Gallen, Urs Rüegsegger started his career at Swiss Re in the area of IT. He was deeply involved in the development of commercial applications and the restructuring of Swiss Re's service branch. He transferred to St. Galler Kantonalbank in late 1993 after assuming financial responsibility for Audatex, an international subsidiary group of Swiss Re.
Chief Executive Officer, Luxembourg Stock Exchange
Robert Scharfe heads the Luxembourg Stock Exchange since 2012. He has redesigned the company’s structure, heavily developed the Exchange’s exposure to Islamic and green finance, and considerably strengthened the company’s ties with Asian issuers and organisation.
Robert is a member of the board of directors of the Federation of European Securities Exchanges, as well as the chairman of the Nomination Committee of the World Federation of Exchanges.
Before joining the Luxembourg Stock Exchange, he spent 35 years in the banking industry, mostly in Corporate Finance and Financial Markets. Between 2000 and 2012, he was a member of the management board of BGL BNP Paribas in Luxembourg. During that time he also assumed senior responsibilities within Fortis Bank in the areas of Institutional Banking and Global Markets.
He holds a Master’s degree in Economics from the University of Nancy, France; he’s an alumnus of INSEAD, France and of the Stanford Graduate School of Business, Palo Alto, USA.
Kenneth T. Schiciano
Managing Director, TA Associates
Ken is co-head of the North America Technology Group and focuses on investments in infrastructure, software and financial technology companies. He serves on the Board of Directors of Arxan Technologies, Confluence, Insurity and TierPoint.
Ken formerly served on the Boards or as a Board Observer of Bats Global Markets, Cosentry, CyOptics, Datek Online Holdings, Fractal Analytics, FTP Software, ION Investment Group, MetroPCS Communications, NetScout Systems, RGM Advisors and The Island ECN.
Prior to joining TA in 1989, he was a member of the technical staff of AT&T Bell Laboratories, as a Systems Engineer in the switching systems area. Ken received a BS degree, summa cum laude, in Electrical Engineering and Computer Science from Duke University, an MS degree in Electrical Engineering from Stanford University and an SM degree in Management from the Massachusetts Institute of Technology Sloan School of Management
Yazid M. Sharaiha
Global Head of Systematic Strategies, Norges Bank Investment Management
Yazid M. Sharaiha is the Global Head of Systematic Strategies at Norges Bank Investment Management, the firm responsible for the management of the Norwegian Government Pensions Fund Global. Prior to his current role, he was Managing Director and Global Head of Quantitative and Derivative Strategies at Morgan Stanley. Previously, he was a University Lecturer in Information Management at Imperial College Business School. He has published numerous academic and industry articles in the fields of Operations Research and Quantitative Finance. His current research interests are in the areas of factor-based investing, trade planning and market structure.
Yazid holds a BSc in Engineering from Imperial College London (1st Class Hon), Masters’ degrees in Engineering and Management Science from UC Berkeley and Imperial College (respectively), and a PhD in Operations Research from Imperial College, London.
Managing Director, Moelis & Company
Caroline Silver is a Managing Director at Moelis & Company. Mrs. Silver has been in the investment banking industry for over 30 years and is regarded as one of the leading exchanges and market infrastructure bankers globally. Most recently, Mrs. Silver advised the Irish Stock Exchange on its sale to Euronext, foreign exchange trading business Oanda on its sale to CVC and is currently advising Euroclear on its proposed restructuring. Over the years, she has been involved in many of the sector’s most significant transactions, including the IntercontinentalExchange on a potential counter bid for the London Stock Exchange Group, the sale of Chi-X Global business unit in Canada to Nasdaq Inc, the sale of Chi-X Global Asia-Pacific business unit to J.C. Flowers, the sale of the Singapore Mercantile Exchange to the IntercontinentalExchange in 2014, the sale of NYSE Euronext to the IntercontinentalExchange, the merger of Osaka Securities Exchange with the Tokyo Stock Exchange in 2013 and the sale of the London Metal Exchange to Hong Kong Exchanges and Clearing Limited in 2012.
Prior to joining Moelis & Company, Mrs. Silver held senior positions at Bank of America Merrill Lynch and Morgan Stanley. Mrs. Silver was named one of the 25 Most Powerful Women in Finance 2013 and 2014 by the American Banker magazine and has been one of Europe’s “100 most powerful women in finance” for the last decade. Mrs. Silver is also Chair of FTSE- listed FMCG group PZ Cussons PLC, a non executive director of global health insurer BUPA and is a Trustee of the Victoria & Albert Museum.
Chief Executive Officer, The World Federation of Exchanges
Nandini Sukumar is the Chief Executive Officer of the World Federation of Exchanges, the global association for exchanges and CCPs. The WFE represents more than 250 exchanges and clearing houses globally, educating stakeholders on the vital role played by market infrastructures in the real economy and as a standard setter, finding the consensus on issues among the global membership. WFE exchanges are home to nearly 45,000 listed companies, the market capitalization of these entities is over $82.5 trillion and around $81.8 trillion in trading annually passes through the infrastructures that the WFE members safeguard. Ms. Sukumar is Vice Chair of IOSCO’s Affiliate Members Consultative Committee and Chair of the AMCC’s DLT Workstream.
Ms. Sukumar has been CEO of the WFE since March 2015. Prior to this, she served as Acting Chief Executive Officer from November 2014, having been recruited by the WFE Board as Chief Administrative Officer in May 2014 to run the Federation on a daily basis and work with its global network of members as a proponent of the benefits of fair, orderly, public markets. Ms. Sukumar came to the WFE after a 14-year career at Bloomberg where she created, grew and ran their coverage of market structure, exchanges and UK regulation.
Head of Public Affairs, Nordea Wealth Management
Jarkko was appointed Head of Public Affairs for Nordea Wealth Management in March 2016. Jarkko was formerly Head of Compliance for Nordea Asset Management from 2014-2016, managing a global compliance team, and prior to that, Deputy Director General of the European Fund Management Association in Brussels, coordinating EFAMA’s regulatory activities.
Jarkko was appointed member of ESMA’s Securities and Markets Stakeholder Group and elected its Vice-Chairman in 2016. He was also elected board member of EFAMA in 2017 and is co-chair of EFAMA’s Brexit Task Force.
He has a Master’s degree in law at the University of Helsinki and in public administration at the University of Tampere.
Chairman of the Board and Chief Executive Officer, Cboe Global Markets, Inc. (Cboe)
Edward Tilly is the Chairman of the Board and Chief Executive Officer (CEO) of Cboe Global Markets, Inc. (Cboe), one of the world’s largest exchange holding companies. Mr. Tilly, who has been CEO since 2013, was elected to serve in the additional role of Chairman of the Board in 2017 as part of the Bats Global Markets acquisition.
Under Mr. Tilly’s leadership, Cboe has expanded its role as a market leader in providing cutting-edge trading and investment solutions to investors around the world. Mr. Tilly led the $3.2 billion acquisition of Bats Global Markets, which was completed on February 28, 2017. As a result, Cboe offers trading across a diverse range of products in multiple asset classes and geographies, including options, futures, U.S. and European equities, exchange-traded products (ETPs), global foreign exchange (FX) and multi-asset volatility products based on the Cboe Volatility Index (VIX Index), the world’s barometer for equity market volatility.
Mr. Tilly has expanded global access to Cboe’s flagship products, S&P 500 Index (SPX) options and Cboe Volatility Index (VIX) options and futures, through the launch of extended trading hours. He secured exclusive licensing agreements with major global index providers FTSE Russell and MSCI, and launched products that added a significant international dimension to Cboe’s index option franchise.
He also forged a number of strategic alliances in an effort to further diversify the company’s product and business lines. Through equity investments in CurveGlobal, Eris Exchange, American Financial Exchange and Vest Financial, Cboe is tapping into new market segments and reaching new customers. Mr. Tilly also led the acquisition of Livevol, Inc., a leading provider of options technology and trading analytics, to enhance Cboe’s market data services offering.
Mr. Tilly has been an integral part of the Cboe community, as both a trader and exchange executive, for 30 years. Prior to being named CEO, Mr. Tilly was Cboe President and Chief Operating Officer from 2011 to 2013, served as Cboe Executive Vice Chairman from 2006 to 2011 and held the highest member-elected position at the Exchange as Cboe’s Member Vice Chairman from 2004 to 2006.
Mr. Tilly came to Cboe as a trading floor clerk in 1987 and became a floor trader and Cboe member in 1989. He traded as both a market-maker and a designated primary market-maker (DPM) until joining Cboe’s executive management team in 2006. As a Cboe member, Mr. Tilly served on the Cboe Board of Directors from 1998 to 2000 and again from 2003 to 2006. He chaired the Cboe Floor Directors Committee from 2004 to 2006 and served on the Executive, Compensation and Governance Committees of the Board.
Mr. Tilly currently serves on the board of directors for Cboe Global Markets, Northwestern Medical Group, the OCC, World Business Chicago, Working in the Schools, and the World Federation of Exchanges (WFE), where he also serves as Chairman of the Working Committee. Mr. Tilly is a member of the Economic Club of Chicago and the Chicago Club.
He received a B.A. degree in Economics from Northwestern University.
Dr. Matthias Voelkel
Partner, Global Leader Capital Markets Infrastructure Practice, McKinsey & Company
Matthias Voelkel is the global leader of McKinsey's Capital Markets Infrastructure & Exchanges Practice as well as global co-leader of McKinsey’s Capital Markets Practice. He serves stock exchanges, CCPs, custodians, CSDs,and data providers across the globe. He also works for leading banks in Europe and globally. Focus areas of his work include strategy, transactions, regulatory management, technology, and cost transformation.
Prior to joining McKinsey, Matthias was the Chief of Staff of the Chairwoman of the Budgetary Control Committee of the European Parliament and worked inter alia in the M&A-department of the international law firm Freshfields.
Matthias is a qualified attorney-at-law. He earned a J.D.(Juris Doctor) in European Law and holds a Diploma in Law from the University of Oxford as well as a Master in Law from the University of Heidelberg.
Managing Director, Alpha Asset Management A.E.D.A.K., President, Hellenic Fund and Asset Management Association
Kimon Volikas is the Managing Director of Alpha Asset Management A.E.D.A.K. since 2009 and the President of the Hellenic Fund and Asset Management Association since 2011.
He worked as a bond trader in the Treasury Department of XIOSBANK (1991-1998), as General Manager of XIOS MFMC (1998-2000), President and Managing Director of P&K AEDAK (2000-2006) and President and Managing Director of Millennium AEDAK (2006-2009).
He holds an MSc Econ in International Economics and Banking from the University of Wales.
Dr. James Zhan
Director, Investment and Enterprise, United Nations Conference on Trade and Development (UNCTAD)
James Zhan is senior Director of Investment and Enterprise at the United Nations Conference on Trade and Development (UNCTAD). He is also Editor-in-Chief of the annual UN World Investment Report.
Dr. Zhan has rich experience and expertise in trade, investment, technology, entrepreneurship, corporate governance, business facilitation and national development strategies. He has directed extensive research and policies analysis on key emerging issues; facilitated the formulation of outcomes at various high-level UN and other international bodies (e.g. G20, ACP, APEC, BRICS); and provided technical assistance to governments (including at cabinet level) and institutions in over 160 countries.
He led the formulation of global guidelines for a new generation of investment policies, including the Investment Policy Framework for Sustainable Development, the Roadmap for Reforming International Investment Governance, and the Global Investment Facilitation Action Menu. He has been providing guidance for the Sustainable Stock Exchanges initiative since its launch by the UN Secretary General in 2009. He initiated the establishment of the UNCTAD World Investment Forum.
Dr. Zhan is Global Agenda Council member of the World Economic Forum, and chief strategist for the World Association of Investment Promotion Agencies. He is also chief editor of the journal Transnational Corporations. He has held a number of advisory positions with academic institutions, including Cambridge University, Columbia University, Oxford University and the University of Geneva. He has published extensively on trade and investment-related economic and legal issues. He is a regular speaker at high-level policy, academic and business forums, as well as parliamentary hearings. He appears frequently in international media outlets.