Lorenzo Saa

责任投资原则全球联络与拓展总监

Lorenzo 2009年加入责任投资原则(PRI)。他负责PRI的全球拓展和签字人关系策略。之前,Lorenzo领导了完成支持、投资者参与、报告和考核团队。

在加入PRI之前,他在UniCredit 和 MicroRate担任项目经理和财务分析员的职位,监管微金融倡议并为负责任投资提出建议。他也在世界银行和IFAD等发展机构担任独立顾问。

他在米兰圣心天主教大学获得商务和经济学士学位, 在米兰博科尼管理学院和约翰霍普金斯高级国际关系研究学院获得MBA和国际公共政策硕士双学位。

 

Lorenzo Saa

Director, Global Networks & Outreach, PRI

Lorenzo joined the PRI in 2009. He is co-responsible for the PRI’s global outreach and signatory relations strategy. Prior to his current role, Lorenzo led the Implementation Support, Investor Engagements and Reporting and Assessment teams.

Before joining the PRI, he held project manager and financial analyst roles at UniCredit and MicroRate, overseeing microfinance initiatives and advising on responsible investments. He also served as an independent consultant for development organisations such as the World Bank and the International Fund for Agricultural Development (IFAD).

He holds a BA in Business and Economics from the Università Cattolica, Milan, and a joint MBA/Masters in International Public Policy from SDA Bocconi, Milan and SAIS – Johns Hopkins, Washington, D.C.


李伟博

华夏基金国际业务部副总裁兼策略分析师

  李伟博先生在全球资本市场有十年的从业经验,现在在华夏基金主要负责现有产品策略的开 发与维护。加入华夏基金之前,李先生在加拿大的多家另类投资公司从事投资与产品研发工作。李伟博先生在多伦多大学商学院修得MBA学位,并且在多伦多大学修得生命科学学士学位。

 

Robert Li

VP & Strategy Analyst, International Business, AMC

Robert has 10 years of professional experience in the global capital markets and is responsible for business and product development at China AMC.  Prior to joining the firm, Robert held progressive investment and product development positions in alternative investment firms in Canada.  Robert holds an MBA degree from the Rotman School of Management at the University of Toronto, and a Honours B.S. degree in Life Sciences from the University of Toronto.



刘传葵

中国保险资产管理业协会副秘书长、IAMAC中国保险资产管理业投资研究负责人联席会联席主席、《中国保险资产管理》(双月刊,行业出版物)执行主编

刘传葵先生于中国保险资产管理业协会筹备期间加入协会。之前他已经在金融行业拥有二十多年从业经验,持有基金公司、证券公司高管资格并担任或履职高管十年,此外还有中国人民银行等金融机构从业经验。刘传葵先生拥有丰富的研究、投资、合规风控等管理工作经验,是中国最早一批基金从业人员,参与过基金法立法等有关工作,公开出版(副主编以上及独立著作)资产管理、金融领域专业著述十多部。

刘传葵先生持有南开大学经济学博士学位及香港中文大学EMBA学位,高级经济师,并担任复旦大学、南开大学等著名高校硕士生校外兼职导师。

 

Liu Chuankui

Deputy Secretary-General of Insurance Asset Management Association of China; Co-chairman of the Joint Meeting of Investment Research Head of Insurance Asset Management of China; Executive Editor of Insurance Asset Management of China

Mr. LIU Chuankui, senior economist as one of the founding leaders of IAMAC is now the Deputy Secretary-General. He has more than 20 years working experiences in the People's Banks of China, securities firms, fund management companies, and other financial institutions and used to be senior executives of funds and securities for ten years. He is experienced in research, investment, legal compliance and risk management. He participated in the establishment of Fund Law of PRC, and also published over 10 books in the fields of economics, finance and asset management.

He holds Ph.D in Economics from Nankai University and EMBA from The Chinese University of Hong Kong and also served as the part-time graduate advisor in Fudan University and Nankai University.  



刘涛

商道纵横合伙人

刘涛先生是上海大学经济学学士,商道纵横副总经理(驻上海),长期为上海、江苏、浙江、安徽等长三角地区政府、行业组织和企业进行社会责任报告、责任管理等方面的培训与咨询。擅长社会责任信息披露及评价,曾参与全球报告倡议组织GRI3.1、金融行业标准(FSSS)中文版审校,多个地方政府和行业社会责任标准的制定。在加入商道前长期从事财务及信用评级工作。

 

Liu Tao

Partner, SynTao

Mr. Liu is a vice President and partner of SynTao with extensive experience in CSR training and consulting for corporate, industry associations and governments in Yangtze River Delta Region. He focused on CSR information disclosure, CSR report writing and evaluation, and has participated in developing several local governments and industry CSR standards. He was also involved in revision work of GRI3.1’s Chinese version and Financial Services Sector Supplement (FSSS)’s Chinese version. Before joining SynTao, Mr. Liu has long been engaged in financial work and credit rating service.

Mr. liu graduated from Shanghai University with a Bachelor of Economics.




罗楠

责任投资原则中国区负责人

罗楠女士于十月初加入责任投资原则并担任中国区负责人。她和中国的机构投资者紧密合作,支持他们采用并完善责任投资原则,把ESG因素纳入投资和所有权决策中。

罗女士在气候变化、绿色金融和能源产业的政策和投资方面有丰富经验。在加入PRI之前,她是英国驻北京大使馆国际贸易部机构基础设施投资的主管,负责为英国能源和基础设施活动尤其是可再生能源吸引中国投资。在此之前,她还曾在英国驻北京大使馆气候变化和能源产业部工作,关注绿色金融和政策导向的项目以强调全球气候变化并支持中国的低碳转化。

罗女士曾在数个欧洲大学学习,她拥有欧洲林业和自然保护的双硕士学位并专长于政策研究。

 

Luo Nan

Head of China, PRI (Principles for Responsible Investment)

Luo Nan joined PRI as the Head of China in early October. With her role, she works closely with Chinese institutional investors and supports them in adopting and implementing the responsible investment principles to incorporate the ESG factors into their investment and ownership decisions.

Nan has a wealth of experience in the climate change, green finance and energy sectors, covering both policy and investment.  Before joining PRI, she was the Head of Institutional Infrastructure Investment with the Department for International Trade at the British Embassy in Beijing, leading on attracting Chinese capital investment into UK Energy and Infrastructure activities, with a particular focus on renewable energy. Prior to that position, she had worked in the Climate Change and Energy Section of the British Embassy in Beijing, focusing on green finance and policy-oriented projects to address global climate change and support China’s low carbon transition. 

Luo Nan studied at a number of European Universities and holds a double MSc degree on European Forestry and Nature Conservation with a specialisation on Policy.




马骏

中国金融学会绿色金融专业委员主任、清华大学国家金融研究院金融与发展研究中心主任、G20绿色金融研究小组共同主席

马骏现任清华大学国家金融研究院金融与发展研究中心主任、中国金融学会绿色金融专业委员主任、G20绿色金融研究小组共同主席。2014-2017年任中国人民银行研究局首席经济学家。2000-2013年间曾担任德意志银行大中华区首席经济学家、首席投资策略师、董事总经理。1992-2000年间在世界银行和国际货币基金组织工作,曾任经济学家和高级经济学家。1988-90年间为中国国务院发展研究中心研究人员。

马骏于1994年在美国乔治城大学获经济学博士学位,1988年在复旦大学获管理学硕士学位。研究领域包括宏观经济、货币和金融政策、资本市场、环境经济与绿色金融等。发表了数百篇文章和十多本著作,近年的专著和主持的研究包括《中国国家资产负债表研究》、《人民币走出国门之路》、《PM2.5减排的经济政策》、《构建中国绿色金融体系》、《新货币政策框架下的利率传导机制》、《国际绿色金融发展与案例》等。

在投行任职期间,马骏曾四次被国际投资界权威的《机构投资者》杂志评为亚洲经济学家第一名、五次被该杂志评为中国分析师第一名。在人民银行任职期间,他推动出台了我国绿色金融的政策框架,牵头起草了七部委绿色金融指导意见,推动在G20框架下形成了全球发展绿色金融的共识,主持了宏观经济预测、利率传导机制、系统性风险等研究,担任了人民银行宏观审慎委员会委员。他主持的中国金融学会绿色金融专业委员会已经发展成为我国绿色金融传播、推广和创新的主要平台。2016年,马骏被第一财经评为“绿色金融领军人物”;2017年获《亚洲金融》“中国绿色金融发展杰出贡献奖”。他的多本著作获得中国银行业协会优秀成果一等奖、中国金融40人论坛年度书籍奖、金融图书“金羊奖”等荣誉。

马骏兼任中国金融40人论坛成员、联合国环境署可持续金融特别顾问、中国国际经济关系学会副会长、世界经济论坛“塑造环境与自然资源安全的未来”系统行动倡议管理委员会委员、OECD绿色金融与投资中心顾问委员会委员、全国侨联特聘专家金融专委会副主任、民主建国会成员等。

 

Ma Jun

Chairman, Green Finance Committee of China Society for Finance and Banking; Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research; Co-chair of G20 Green Finance Study Group

Dr. MA Jun is the Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research. He is also Chairman of Green Finance Committee of China Society for Finance and Banking, and Co-chair of G20 Green Finance Study Group. Before joining Tsinghua University, he was the Chief Economist at the Research Bureau of the Peoples Bank of China (PBOC) from 2014-17.  Prior to that, he worked for 13 years at Deutsche Bank, where he was Managing Director, Chief Economist for Greater China, and Head of China and Hong Kong Strategy. From 1992-2000, he worked as public policy specialist, economist and senior economist at the International Monetary Fund and World Bank.  From 1988-1990, he was a research fellow at the Development Research Center of China's State Council. 

Dr. Ma has published fourteen books and several hundred articles. His main research areas include macroeconomics, monetary policy, financial market development, as well as environmental economics.  In 2014, he led China’s green taskforce which developed 14 policy recommendations on establishing the “green finance system” in China and, in 2015-16, he led the drafting of China’s Green Finance Guidelines, which became the first comprehensive policy framework for green finance in the world.  As co-chair of the G20 Green Finance Study Group, he played a critical role in formulating the global consensus on green and sustainable finance development.

Dr. Ma was frequently rated at the top in his fields by various investor polls during his investment banking career. His accolades include the No.1 Asia economist and the No.1 China analyst in Institutional Investors survey for four years in a row (2009-2012), and many awards for his books over the past years.  In 2016 and 2017, he received awards from First Financial and AsiaMoney for his outstanding contribution to China’s green finance development.

Dr. Ma received his Ph.D. in Economics from Georgetown University in 1994, and his master's degree in Management Science from Fudan University in 1988.  He is Special Advisor on Sustainable Finance to United Nations Environment, Vice Chairman of China International Economic Relations Association, Member of Stewardship Board on Shaping the Future of Environment and Natural Resource Security of the World Economic Forum, and Member of China’s Finance 40 Forum. 





马丽波

京东集团社会责任部总监,京东公益基金会创始人兼秘书长

马丽波女士全面负责京东集团社会责任战略规划、体系搭建、流程优化,公益创新以及利益相关方沟通等全方面管理工作。2017年,她主导创立了“物爱相连-京东公益物资募捐平台”,建立了中国乃至世界上独一无二的模式,重构了公益生态系统,推动了社会创新。

Ma Libo

Head of CSR, JD.com; Founder & Secretary General, JD Foundation

Libo Ma leads JD.com’s CSR team, including JD Finance and JD Logistics. She is responsible for the development of JD.com’s sustainable programming, as well as the company’s internal social innovation and philanthropic projects. In 2017, she leveraged JD’s signature authenticity guarantee and unparalleled logistics system to set up the innovative supplies donation platform gongyi.m.jd.com. 



Mark Mills

世代投资合伙人

Mark 2005年加入世代投资,是全球客户团队的成员。在加入世代投资前,Mark成立了自己的公司并和苏黎世的可持续资产管理公司(“SAM”)合作,建立并管理SAM在澳大利亚的业务。在加入SAM前,他是曾附属于澳大利亚最大的银行澳洲国民银行的County Investment Management的销售和市场部主管。在那之前,他曾是苏黎世银行的创始董事,负责公司投资管理运营的所有销售和市场事务;曾任澳洲CS First Boston的债券研究分析员,也曾在NECLogica从事软件工程工作。

Mark毕业于墨尔本大学,拥有计算机科学学士学位,在横浜国立大学时他曾是日本政府硕士研究奖学金的获奖人。他曾学习了八年日语。

Mark是澳大利亚野生动物保护之友的董事长,也是可持续棕榈油投资者工作组的创始人和董事长。

 

Mark Mills

Partner, Generation Investment

Mark joined Generation in 2005 and is a member of the Global Client Team. Prior to joining Generation, Mark formed his own business to work in partnership with Zurich-based Sustainable Asset Management ("SAM"), and established and managed SAM's operations in Australia. Prior to joining SAM, he was Head of Sales and Marketing for County Investment Management, formerly a subsidiary of Australia's largest bank, National Australia Bank. Previously, Mark was a founding director at Credit Suisse, responsible for all aspects of sales and marketing for its investment management operations in Australia; a bond research analyst at CS First Boston Australia, and previously worked in software engineering including for NEC and Logica.

Mark graduated from the University of Melbourne with a BSc in Computer Science, and was the recipient of a post graduate research scholarship from the Japanese Government which he undertook at Yokohama National University. He studied Japanese for 8 years.

Mark serves as Chairman of the Friends of Australian Wildlife Conservancy, and is a founder and serves as Chairman of the Investor Working Group for Sustainable Palm Oil.



Matthew Arnold 

摩根大通董事总经理、可持续金融业务全球主管

Matt现任摩根大通董事总经理兼可持续金融业务全球主管。Matt主管公司客户参与的全球各领域的可持续发展项目。摩根大通帮助客户评估环境和社会风险、推动利益相关方和合伙人参与到推进环境和社会进步的过程中并建立有明确影响力的投资基金。摩根大通借助在全球健康、自然基金、未来能源、碳资产风险和可持续农业等领域推出的措施支持可持续发展。

Matt 曾担任普华永道可持续业务解决方案的合伙人和领导人,也是Sustainable Finance Ltd的创始人,该公司于2008年被普华永道收购。

Matt曾担任世界资源研究所首席运营官兼代理总裁。Matt是环境与业务管理研究所的创始人,该研究所于1996年与世界资源研究所合并。

Matt还担任大自然保护协会纽约分会兼法兰克福动物学社会的托管人。

Matt持有哈佛大学心理生物学专业的学士学位,约翰·霍普金斯大学国际关系专业的文科硕士学位以及哈佛商学院的工商管理硕士学位。

 

Matthew Arnold

Managing Director; Global Head of Sustainable Finance, JPMorgan Chase  

Matt is Managing Director and Global Head of Sustainable Finance at JPMorgan Chase. In that role he leads the firm’s client engagement on sustainability across all sectors globally. JPMorgan Chase helps clients navigate environmental and social risks, engages stakeholders and partners in advancing environmental and social progress, and structures targeted impact investment funds. The firm supports sustainable development through initiatives in global health, natural capital, the future of power, carbon asset risk and sustainable agriculture. 

Matt was a Principal and leader of Sustainable Business Solutions at PwC and a founder of Sustainable Finance Ltd, acquired by PwC in December 2008. 

He was Chief Operating Officer and acting President of the World Resources Institute and a founder of the Management Institute for Environment and Business, which merged with the World Resources Institute in 1996.   

Matt is a Trustee at The Nature Conservancy’s New York Chapter and the Frankfurt Zoological Society. 

Matt holds an AB degree in Psychobiology from Harvard College, an MA in International Relations from the Johns Hopkins University, and an MBA from the Harvard Business School.          




马险峰

中国证监会中证金融研究院副院长中国金融学会绿色金融专业委员会副主任

马险峰博士1987年参加工作,1991-1993年在西北大学读硕士研究生。1996年在中国社科院研究生院获经济学博士学位。1996-1998年为北京大学经济学院博士后,1998年获北京大学副教授任职资格。1998-2004年任中国证监会政研室助理调研员、处长、规划委委员等职,其中20028月至20032月在英国金融服务监管局(FSA)工作。2004-2009年任大连商品交易所总经济师兼市场部高级总监、办公室主任等职。2009-2014年任中国证监会研究中心研究员、研究组组长,其中2013年挂职任重庆市沙坪坝区长助理。2014年起任现职。长期从事资本市场政策研究工作,负责中国证券期货业十二五规划、十三五规划起草工作。

 

Ma Xianfeng

Vice President at China Institute of Finance and Capital Markets (CIFCM); Deputy Director of Green Finance Committee, China Society for Finance and Banking

Dr. Xianfeng Ma has been engaged in the research of China’s capital market policy for a long time and responsible for drafting China’s 12th Five-year Plan and 13th Five-year plan in securities and futures industry. Before joining CIFCM, Dr. Xianfeng Ma served as Assistant Researcher, Director and Committee member of Department of Research and Planning Committee at China Securities Regulatory Commission (CSRC) from 1998 to 2004, where he also worked at Financial Services Authority (FSA) in London between August 2002 and February 2003. From 2004 to 2009, Dr. Xianfeng Ma served as Chief Economist and senior director of Department of Market Supervision, and director of General Office at Dalian Commodity Exchange. He worked as researcher and team leader at Research Center of CSRC from 2009 to 2014, where he also served as Assistant Chief of Shapingba District in Chongqing in 2013. Dr. Xianfeng Ma holds a Master Degree from Northwestern University and a PhD degree in Economics from Graduate School of Chinese Academy of Social Sciences in 1996. He was a postdoctoral fellow in School of Economics at Peking University from 1996 to 1998, where he was qualified as associate professor in 1998.



Natasha Buckley

责任投资原则私募基金投资实践高级官员

Natasha 在2011年加入责任投资原则(PRI)。她负责PRI在私募股权方面的工作,PRI在其中发挥分享良好实践、制定报告实践和建立LP-GP在责任投资方面共识的全球平台的作用。

在加入责任投资行业之前,Natasha在UBS、NHS和Simmons & Simmons (巴黎)工作。Natasha在伦敦政治经济学院获得国际关系硕士学位,在伦敦大学学院获得历史学学士学位,并在牛津大学萨德商学院完成了牛津私募股权项目。

 

Natasha Buckley

Investment Practices Senior Manager – Private Equity, PRI

Natasha joined the PRI in 2011. She is responsible for the PRI’s work in private equity, through which the PRI acts as a global platform to understand and share good practice, develop reporting practices and establish LP-GP alignment on expectations around responsible investment.

Before joining the responsible investment industry, Natasha held roles at UBS, the NHS and Simmons & Simmons (Paris). Natasha has an MSc in International Relations from the London School of Economics, a BA in History from University College London and has completed the Oxford Private Equity Programme at the Saïd Business School, University of Oxford.



秦军

牧原股份副总经理、董事会秘书

秦军先生拥有经济学硕士,具有深圳证券交易所董事会秘书资格;曾就职于国泰君安证券股份有限公司,先后任职于企业融资总部、风险监管总部、研究所等部门;2012年加入牧原股份,曾任总经理助理,现任副总经理、董事会秘书。

 

Qin Jun

Vice General Manager and Board Secretary, Muyuan Foods Co., Ltd

Mr. Qin holds Master’s Degree in Economics and the qualification for Shenzhen Stock Exchange Board Secretary. He worked in Corporate Finance, Risk Management and Research Departments at Guotai Junan Securities Co., Ltd. He joined Muyuan Foods Co., Ltd as general manager assistant in 2012. He is currently working as Vice General Manager and Board Secretary.




秦二娃

中国证监会中证金融研究院助理研究员

秦二娃博士2016年获复旦大学管理学博士学位。2016年参加工作。从事资本市场政策研究工作,参与资本市场绿色金融研究工作。

 

Qin Erwa

Assistant Researcher, China Institute of Finance and Capital Markets

Dr. Erwa Qin is engaged in the capital market policy research, participate in the capital market green finance research. She holds a PhD degree in Management from Fudan University.




Sean Kidney

气候债券倡议组织联合创始人兼首席执行官

气候债券倡议组织是一家总部位于伦敦的非营利机构,致力于调动债务资本市场,为全球低碳和气 候适应型经济的快速转型提供资金。                      

Sean Kidney是欧盟委员会可持续金融高层专家组的成员之一,也是印度绿色债券委员会的联合主 席。Sean Kidney 曾作为联合国秘书长在绿色债券方面的顾问,同时也是英联邦秘书处气候金融专 家委员会的一员。Sean Kidney为多家机构提供咨询和顾问,担任了美世(Mercer)可持续机会基 金、加拿大 Corporate Knights 资本和可持续低碳交通合作机构(SloCAT) 金融框架的专家顾问。         

作为国际知名的演讲者,Sean Kidney 在世界各地的会议和研讨会进行了演讲,包括多伦多、纽约、华盛顿、巴黎、法兰克福、荷兰、伦敦、摩洛哥、多哈、北京、香港和悉尼等。                 

 

Sean Kidney

Co-founder and CEO, Climate Bonds Initiative 

The Climate Bonds Initiative, an international NGO, based in London, working to mobilize debt capital markets to finance a rapid, global transition to a low-carbon and climate resilient economy.  

Sean is a member of the European Commission's High Level Expert Group on Sustainable Finance, and co-Chair of the India Green Bonds Council.  He has also been a consultant on green bonds to the United Nations Secretary General, and a member of the Commonwealth Secretariat’s Expert Committee on Climate Finance.  

He is also a member of 

- The UK Government’s Green Finance Task Force

- Mercer’s Sustainability Opportunities Fund Advisory Panel.

- The Canadian Corporate Knights Capital Advisory Council.

- The Partnership on Sustainable Low Carbon Transport’s (SloCAT) Financing Framework. 

A regular speaker on climate change and finance, Sean has over the past year spoken at conferences and seminars on six continents.  


 


Sydney Amara Morris

Calvert社会责任投资顾问委员会委员长

Sydney Amara Morris博士在哈佛大学神学院获得硕士荣誉学位,在美国芝加哥Meadville神学院获得教牧学博士学位。她的研究集中在价值观、科学和可持续领域。

她是Charles William Morris的孙女,Charles曾在芝加哥大学做了四十余年的哲学教授。他对实用主义的研究有世界级的影响。他非常赞赏中国的哲学。

作为一个关注道德伦理的人文主义者和实用主义者,Sydney Morris从1981年起就开始以Calvert社会责任投资基金联合创始人的身份涉足社会责任投资运动,参与Calvert基金会(现Calvert影响力资本)和其他一些国家性社会责任投资倡议的创始。

Morris女士有两个儿子和一个孙辈。她住在美国俄勒冈州尤金。

 

Sydney Amara Morris

Director, Calvert Investment Management, Inc.

The Rev. Dr. Sydney Amara Morris was awarded a Masters with Distinction from Harvard Divinity School and a Doctor of Ministry from Meadville Theological School in Chicago, USA. Her work has focused on values, science and sustainability.

 

She is the granddaughter of Charles William Morris, Professor of Philosophy at the University of Chicago for over 40 years. His work in the field of Pragmatism had international impact; he had great respect for Chinese philosophy.

 

As a humanist and pragmatist concentrating on ethics, Sydney Morris has been involved in the socially responsible investment movement since 1981 as a co-founder of the Calvert Social Funds, participating in the beginnings of the Calvert Foundation (now Calvert Impact Capital) and other national SRI initiatives. 

 

Ms. Morris has two sons and one grandchild. She resides in Eugene, Oregon USA.





Terry Mollner

Ben & Jerrys董事

    1982Terry 成为第一个社会责任互惠基金Calvert社会责任基金的创始人之一,Calvert基金现在管理60亿美元资产。他也是Calvert基金会的创始人之一,Calvert基金会在全球募集超过15亿美元的资金以减少贫困。在2000年,他尝试收购Ben & Jerry’s并最终成功促使联合利华对B&J的收购。他和该公司董事会一起签订一份契约确保B&J保持一个独立的公司,Terry仍是董事会的一员而且董事会也能继续存在,而且双方还签订了合同要求联合利华必须允许B&J’s保持在社会活动方面和之前一样的预算比例。董事会自给自足负责监督此合约。他仍是Calvert基金和Ben & Jerry’s董事会的成员并且现在成为了Calvert基金会顾问委员会的成员。他也是加州和马萨诸塞州一个具有社会责任感的资产管理机构Stakeholder Capital的创始人和主席,他也是Trusts for All Children的创始人和主席,该机构是一个私人众筹公益机构,使命是为贫困儿童创造一个永远增长的信托并帮助父母为他们的孩子建立信托。他也是Love Skill Seminar的发明人。他的新书,《为集体利益的资本主义是不可避免的》、《集体利益国家》和《变老:我们在启蒙和死亡间所做的》在亚马逊上可以买到。

Terry Mollner

Director, Ben & Jerry's Homemade Holdings Inc.

In 1982, Terry Mollner was one of the founders of the first family of socially responsible mutual funds, the Calvert Social Funds (currently with $6 billion under management). He was also one of the founders of the Calvert Foundation that has raised and loaned over $1.5 billion around the world to reduce poverty. In 2000 he tried to buy Ben & Jerry’s and eventually succeeded in having it bought by Unilever. With its board, he negotiated a contract that had it remain an independent company, the board remain in existence with him on it, and with a contract that, among other things, obligates Unilever to allow Ben & Jerry’s to maintain the same percent of the budget for social activism as of the year bought forever. The board is self-perpetuating and responsible for monitoring this agreement. He remains on the boards of the Calvert Foundation and Ben & Jerry’s and now is a member of the Advisory Board of the Calvert Funds. He is also a founder and Chair of Stakeholders Capital, Inc., a socially responsibly asset management firm in Massachusetts and California. He is the founder and chair of Trusts for All Children, a private sector crowd funding charity with the mission to eventually create a forever-growing trust for poor children as well as assisting parents to create trusts for their children. He is also the creator of Love Skill Seminar, a weekend experience that allows participants to master the skill of giving priority to the self-conscious experience of the oneness of nature as one’s container experience at all times. His latest books, available on Amazon, are Common Good Capitalism Is InevitableCommon Good Nation, and Eldering: What We Do Between Enlightenment and Death.




王芳

贝莱德资产管理公司(香港)副总裁

王芳,特许金融分析师,担任副总裁,是贝莱德投资尽责部门的成员,在香港负责北亚地区事宜。

王芳女士负责贝莱德大中华地区的代理投票事宜。她主管贝莱德大中华地区的公司沟通事宜,与上市公司就公司治理、社会责任、企业道德以及环境事宜进行沟通,推进贝莱德所投资公司的环境,社会,和治理政策的完善发展。王芳女士于20144月加入贝莱德。在此之前的四年多,她在新加坡担任ISS Governance中国大陆和台湾地区研究部门的负责人。

王芳女士在清华大学获得金融学学士学位,而后在新加坡管理大学获得金融学硕士学位,主要进行公司治理领域的研究。

 

Flora Wang

Vice President, BlackRock Asset Management (Hong Kong)

Flora Wang, CFA, Vice President, is part of the Investment Stewardship team for the Asia Pacific Region and is based in Hong Kong.

Flora is responsible for BlackRock’s proxy voting activities in the Greater China region. She manages BlackRock’s corporate engagement activities in the region, engaging with companies on governance, social, and environmental issues and leads the efforts to the development of BlackRock’s corporate governance policies. Flora joined BlackRock as an Associate in April 2014. Previously Flora was the head of China and Taiwan Research at ISS Governance in Singapore for over four years.

Flora holds a B.A Finance from Tsinghua University in Beijing and MSc Finance from Singapore Management University. Her post-graduate study focused on corporate governance.



王国平

中国银河证券研究部董事总经理

王国平先生拥有清华大学MBA ,证券研究从业时间超过17年,从事策略、行业、基金等研究工作。之前在航天系统从事技术工作。

 

Wang Guoping

Managing Director, Research Department, China Galaxy Securities Co., Ltd

Mr. Wang holds an MBA from Tsinghua University. He has worked for more than 17 years in securities research, dedicated to researches in strategy, industries and funds. Prior to that, he worked in technology department in the aerospace industry.




Wayne Silby

Calvert基金公司共同创始人兼董事长;商道纵横董事长兼共同创办人

Wayne Silby先生长期关注欧美社会责任投资的最新发展,是投资领域推动社会责任的倡导者,他是管理着有140多亿美元资金的美国最大的社会责任投资公司之一的Calvert集团的共同创始人,也是社会创业网络组织(Social Venture Network)的发起人之一。同时,他还倡导小额贷款扶贫行动,是美国孟加拉乡村银行基金会(Grameen Foundation, USA)中国委员会主席。                  

 

Wayne Silby

Chairman, Calvert Funds; Chairman and co-founder of SynTao

Mr. Silby is co-founder and Chairman of SynTao. He is founding Chairman of Calvert Funds, a $14 billion investment management group noted for their leadership in the area of Socially Responsible Investment (SRI). Furthermore, Mr. Silby serves as President of Calvert Social Investment Fund, supervising its private equity activities, and as Co-Chair of Calvert Foundation, a $200m investment intermediary that directs capital into needy communities.

Mr. Silby is co-founder of the Social Venture Network, a group of socially oriented entrepreneurs and investors, Calvert Social Venture Partners, one of the first socially oriented venture capital funds, and Emerging Europe Fund for Sustainable Investment, a $60m OPIC private equity fund focused on Central Europe. In addition, Mr. Silby chairs the China Committee of Grameen Foundation, and he serves on the board of the Grameen Technology Council, an initiative aiming to bridge the digital divide. He is Strategic Advisor to the China Environment Fund (Beijing). Mr. Silby received a BSE from the Wharton School of Finance and a law degree from Georgetown University.




谢远建

朗诗集团副总裁、首席技术官

谢远建先生全面负责集团产品打造管理及产品创新工作。

 

Xie Yuanjian

Vice President and Chief Technology Officer, Landsea Group

Mr. Xie takes the overall responsibility for the Group’s Product Manufacturing Management and Product Innovation.



徐光

中国银行间市场交易商协会市场创新部负责人

2008年正式加入中国银行间市场交易商协会,先后在交易规范部、综合部和注册办公室等多个部门任职,对于银行间一级市场的发行、定价以及二级市场的交易活动等有着丰富的理论和实践经验。目前全面负责绿色债务融资工具、资产支持票据等产品的创新工作和定向工具、项目收益票据等常规产品的注册工作。

 

Xu Guang

Head, Financial Innovation Department, National Association of Financial Market Institutional Investors (Nafmii)

Xu Guang joined Nafmii in 2008 and is now in charge of the Financial Innovation Department. He has rich working experiences in several departments of Nafmii e.g. Registration Office, General Administration Department and Secondary Market Surveillance & Development Department. Therefore, Mr. Xu has profound theoretical knowledge and rich practical experience in the whole inter-bank market, not only in managing the issuance of debt financing instruments, carrying out pricing, but also in the trading activity on the secondary market. At present he is responsible for research and innovation of products in the inter-bank market such as Green Note, Asset-Backed Note etc. and organizing the issuance ,and is in charge of registration of normal non-financial Corporate Debt Financing Vehicles such as Private Placement Note, Project Revenue Note etc.




徐秀玲

宜信公司高级副总裁, China SIF 理事,中国公益金融创新计划联席秘书长

宜信公司与北京师范大学社会发展与公共政策学院共同发起的中国公益金融创新计划(CISF),使命在于推动金融行业的中国式社会创业,建立聚焦中国公益金融创新的国际性平台。徐秀玲女士任CISF联席秘书长。

CISF发起两年间,共举办圆桌论坛7次,来自6-7个国家的参与机构超过100家;发布知识成果——公益金融系列丛书3本; 举办中国公益金融论坛2次;创新公益金融产品开发——小善大爱慈善信托和绿色宝。

徐秀玲女士负责宜信企业社会责任与企业文化、培训管理相关事务。在她的主导下,宜农贷公益理财助农平台为超过17 万爱心投资人提供了商业价值与社会价值并存的公益投资服务,截止201711月,该平台为2.4万农村贫困妇女提供累计2.7亿的帮扶资金。

加入宜信前,徐女士曾担任CCTV经济频道主编。

 

Selina Xu

Senior VP of CreditEase;  Board of China SIF ; CISF’s Joint Secretary-General

The China Public Finance Innovation Program (CISF) jointly launched by Creditease and the Institute of social development and public policy, Beijing Normal University, aims to promote the Chinese social entrepreneurship in the financial industry, and set up an international platform to focus on the innovation of China's public finance. Ms. Xu Xiuling is the Joint Secretary-General of CISF.

CISF launched two years, held round table forum 7 times, from more than 100 participating institutions in 6-7 countries; issued knowledge achievements - 3 series of Public Finance Series; Held China public welfare Financial Forum 2 times; Developed public welfare financial products – a charitable trust and a green factoring.

Ms. Selina Xu is in charge of corporate social responsibility, corporate culture management and training committee in CreditEase. Leading by Ms. Xu, CreditEase leveraged 170 thousand investors to lend 270 million RMB to 24 thousand Chinese rural poor women as of November 2017 through YiNongDai Microfinance Rural Assistance Platform.

Before join CreditEase, Ms. Xu  was  the chief editor of financial channel of CCTV .



徐永光

南都公益基金会理事长、中国慈善联合会副会长、国务院参事室特约研究员、基金会中心网名誉理事长,第九、第十届全国政协委员

徐永光先生潜心中国民间公益慈善事业25年,近年来不遗余力推动慈善体制改革和现代慈善文化建设。

 

Xu Yongguang

President, Narada Foundation; Vice President, China Charity Alliance; Researcher, Counsellor’s Office of the State Council of the PRC;

Mr. Xu was dedicated to philanthropy in China. He has been working on philanthropy institutional reforms and the construction of modern philanthropy culture.




杨卫东

兴全基金管理有限公司副总经理

现任兴全基金管理有限公司副总经理,法学学士。曾任兴业证券股份有限公司资产管理部副总经理,上海凯业集团公司总裁。

 

 Yang Weidong

Vice president of Aegon-Industrial Fund Management Co., Ltd

Former Vice president of Asset Management Department of Industrial Securities Co., Ltd, president of Shanghai Kaiye group Co.



张敬国

泰康保险集团股份有限公司助理总裁;泰康资产管理有限责任公司首席战略官

2003年至2005年期间,张敬国先生曾任人民银行总行货币政策司副处长。20052011年期间,曾任泰康资产管理有限责任公司副总经理、首席分析师兼泰康资产管理(香港)有限公司执行董事。

 

Zhang Jingguo

Assistant president, Taikang Insurance Group INC.; Chief Strategy Officer, Taikang Asset Management Co.,Ltd.

During 2005 to 2011, he served as Taikang Asset Management Co., Ltd., deputy general manager, chief analyst and Taikang Asset Management (Hong Kong) Limited Executive Director. Currently serves as assistant president of Taikang Insurance Group INC. Taikang Asset Management Co.,Ltd. Chief Strategy Officer.



张睿

商道融绿董事总经理

张睿先生现任商道融绿董事总经理,在绿色金融与责任投资领域有着丰富的经验,曾带领团队研发中国首个宏观ESG景气指数及融绿财新ESG美好50指数,并领导多只绿色债券认证评估工作。此外张睿先生还担任清华大学工商管理案例大赛评委、联合国可持续发展训练营导师及对外经济贸易大学校外企业家导师。

张睿先生持有清华大学工商管理硕士学位。

 

Zhang Rui

Managing Director, SynTao Green Finance

Mr. Zhang Rui is the Managing Director of SynTao Green Finance. Mr. Zhang has extensive experience in green finance and sustainable development. He has led first Macro ESG development Index and SynTaoGF CaiXin ESG50 Index. He has served as the judge and mentor for the Tsinghua (Sustainable) Business Case Competition and UN Sustainable Development Youth Camp. Mr. Zhang holds an MBA degree from Tsinghua University.  





张顺荣

国际资本市场协会亚太区总监

张顺荣先生为国际资本市场协会驻香港办事处亚太区总监。张先生负责协会大中华地区的工作,与各监管机构、金融机构及其他活跃于区域内资本市场的市场机构紧密合作,致力于推动及维持最佳市场实践规范。张先生在此之前,曾就职于国际律师事务所、投资银行以及其他金融机构,从事资本市场以及兼并收购的工作,拥有丰富的市场执业经验。张先生毕业于香港大学法律系。

 

Ricco Zhang

Director, Asia Pacific, International Capital Market Association

Ricco Zhang is Director, Asia Pacific of the International Capital Market Association (ICMA) based in Hong Kong. Mr. Zhang is responsible for ICMA’s development in Greater China and works very closely with regulators, financial institutions and other organizations who are active at the capital markets in the region to promote and maintain the best market practice. He has previously worked for international law firms, investment banks and other financial institutions engaged in capital market transactions and mergers & acquisitions in Asia and has extensive experience as a market practitioner. Mr. Zhang graduated from the Faculty of Law of the University of Hong Kong.




2017中国责任投资年会嘉宾简介1
责任投资,让美好发生——融绿-财新ESG美好50指数首发

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