AFS Summer Professional Development Sessions 2017

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AFS 9th Annual Summer Career Development Program 2017

The Asian Financial Society cordially invites you to attend the AFS Summer Professional Development Sessions 2017.

As part of Asian Financial Society's tradition, we will launch our ninth year summer enrichment program in June. This program consists of eight sessions, mainly to help young professionals gain a better understanding of Wall Street, broaden their horizons and create a platform for them to network and advance their careers. It’s been very successful in the past 8 years, with increasing attendance and market recognition.

Founded in 1984, AFS is a globally oriented non-profit organization of business people and professionals in the financial community, sharing common professional, educational and philanthropic interests. AFS draws its membership from the many fields of finance including international trade and finance, commercial banking, investment banking, securities
research and trading, insurance, law, real estate, taxation, regulation, accounting, information services, fintech and entrepreneurship.

AFS sponsors RisingStar mentoring program, Educational programs, Professional and Career Development programs, Special Interest Groups, and other networking events. AFS seeks to promote the advancement of individuals by helping them examine and locate situations for personal and professional growth while opening doors to new business opportunities.

2017 Program Details:

Date: June 15 2017 – Aug 10 2017

Program fee
Individual Session (including food and drink):

$40 / session, regular member; $20 / session, premium member

Program Package (8 sessions):
$285 / 8 sessions, regular member; $135 / 8 sessions, premium member (please visit to apply for AFS premium membership)

Please register with the name on your ID. All participants must bring your
State-Issued Photo ID for the security check.

No refund and no credit for absence.

Speakers, topics, venues and dates are subject to change. The Asian Financial Society reserves the right to final interpretation.

Program Agenda

Session 1: Wall Street Overview

2017/06/15 Thursday 6-8:30 pm

Location: BNY Mellon, 101 Barclay Street, 10th Floor

David Liu: Head of Risk Management, Bank of Communication, NY Branch

Frank Mah: Managing Director, Transnational Capital Corp.

Kewa Luo: KIR Advisors LLC

Session 2: FinTech and InsurTech 101

2017/06/21 Wednesday 6-8:30 pm

Location: BNY Mellon, 101 Barclay Street, 10th Floor, Room 1024E

★Ming Chiu: CEO of Actuarial Financial Group

Session 3: Insurance Industry - Technology Innovation and Risk Management

2017/06/28 Wednesday 6-8:30 pm

Location: 1 Penn Plaza (between 33rd and 34th street, west of 7th Avenue)

Josh Ren: Senior Director, Head of Product and Insurance Risk at AXA USA Inc.

Session 4: Fintech - Big Data/Machine Learning Application

2017/07/13 Thursday 6-8:30 pm

Location: 200 Vesey Street, Room 26-3, American Express

Hosts: Asian Network Association at AmEx and Asian Financial Society

Di Xu: Vice President, Head of Information Management Decision Science and Big Data Labs at American Express

Session 5: Introduction to Alternative Investment and its tax implications

2017/07/20 Thursday 7-9:30 pm

Location: KPMG, 345 Park Ave New York, NY 10154

Ling Chen: Managing Director, KPMG

David Wu: Entrepreneur and Former CMBS Analyst at Och-Ziff Capital

Session 6: Risk Management

2017/07/27 Thursday 6-8:30 pm

Location: Bank of China (New York) at 1045 Avenue of the Americas(7 Bryant Park), New York, NY 10018

★Charlie Peng: SVP and Head of Market Risk Management at Bank of China USA

Loy Weng: VP in Credit Risk Methodology Group at Morgan Stanley

2017/08/03 Thursday 6-8:30 pm

Session 7: Real Estate Securitization

Location: 1 Penn Plaza (between 33rd and 34th street, west of 7th Avenue)

Michael Ting: Former Director of Arbor Realty Trust and Adjunct Professor at NYU

Tracy Wan: Senior Director with Fitch Ratings

2017/08/10 Thursday 6-8:30 pm

Session 8: Capital Market, IPOs and Cross-border Investments

Location: UHY, 1185 Avenue of the Americas, 38th Floor

Sam Van: Entrepreneurs, Investor, and Capital Market Advisor

Melanie Chen: Managing Director at UHY Advisors, NY Inc.

2017/08/17 Thursday 6-8:30 pm

Session 9: Current Hot Topics in Risk Management DespiteDeregulation – Liquidity Risk & Cyber Security

Location: UHY, 1185 Avenue of the Americas, 38th Floor

★Craig Williston:Senior Consultant at Vaco New York

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