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Shelley Yang, CFA
CEO and Founder at InvesTAO

Profile

Ms. Shelley Yang is the founder and CEO of InvesTAO. She had extensive cross border business experience in leading asset management industry from China. She was Deputy Global Head for Alternative Investment in Haitong Bank since April 2017 and CEO of Haitong Capital S.A.

Prior to Haitong Bank, S.A., Ms. Yang joined China Universal Asset Management in 2012 as the Head of International Business and a Managing Director, to lead the business development team for all cross border business including QDII, QFII and RQFII. Prior to China Universal AMC, Ms. Yang was the International Business Director in Guotai since 2007, and afterwards the Aide to the CEO of Guotai Asset Management with a focus on QFII business. During the time in Guotai AMC, she led the launch of QDII business and the first foreign index fund in the Chinese market with the introduction of the NASDAQ 100 Fund. Formerly Ms Yang was a Managing Director at Citigate China where she was responsible for IPO and M&A advisory for clients.

In addition, Ms. Yang is a CFA Charterholder, and served on the Public Awareness Committee for the CFA Institute from 2004 to 2007. She is also a member of the ICI Global Asia Pacific committee. Ms Yang attended Fudan University where she earned a Bachelor degree in Business Management followed by an MBA at California State Polytechnic University, Pomona, and she finished Program of Leadership Development from Harvard Business in 2016. She has remained a Director of China Universal SICAV since June 2014.

Agenda Sessions

  • Investing in Asia - Focus on resilient alpha

    12:00

Speakers at this event