• Professional in ETFs Investment & Operation.• Excellent Sales Team Leader in Mainland of China.• 10 years in Bank of China with DCM (MTN, CP, SCP and Panda Bond for BC, Canada) ,Interbank Lending and Borrowing, Corporate Finance and Retail Sales Team Management Experience.• 2 years in Soochow Securities focus on Bond Asset Management.• 6 years in Mutual Funds (Da Cheng and Huatai-PineBridge) mix together ETF Investment and Sales.• Abundant network resources in Financial Institution Investors such as banks, securities, FOF managers, trusts, and insurance companies.• MA in Business Administration at Webster University (USA).• Double bachelor's degree in Financial Insurance and Marketing at SUFE (China).• Financial Risk Manager (FRM) from GARP.
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Executive DirectorDc Fund Sep 2023 - PresentShenzhen, Guangdong, ChinaProposed the "the Index Choice of Da Cheng" brand strategy, Guide and Participate in clients visits (including to FI & toC), live broadcasts and roadshows, Achieve over 80% growth in AUM from US$1.15 billion to US$2.7 billion. (tips: the exchange rate is 1:7.3)Expanding Securities Lending, Hedge fund market maker, Design "Snowball Structure" with derivatives and other innovation base on ETFs, in order to create Index Ecosystem. -
Think Tanks MemberShenzhen Ma Hong Foundation Think Tank Eyeshot Mar 2023 - PresentShenzhen, Guangdong, ChinaDue to the professional in Finance, Be chosen as one of the 100 Experts from the whole city.
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Financial Industry TutorShanghai University Of Finance And Economics Sep 2021 - PresentShanghai, ChinaPropose FOF project, Practical operation in Wind App, Research Methodology, Form Thesis. -
Accounting Industry TutorGuangdong University Of Foreign Studies South China Business College Sep 2021 - PresentGuangzhou, Guangdong, ChinaConnecting schools with society, Student Career planning, Supply internship opportunity. -
Head Of South ChinaHuatai-Pinebridge Fund Management Co., Ltd. (Formerly Aig-Huatai) Jul 2018 - Aug 2023ShenzhenAs team leader and founder, achieve over US$ 4.1 billion AUM (including MMF, Bond, Equity, Index, QDII, FOF and other funds) from zero.Create US$ 11 million annual profit (accounting for 1/4 of the entire institutional line) in 2022, which is over 20 times than 2018.Cooperation with 70+ Financial Institutions including Bank Financial Market Dept. Bank Wealth Management Co.,Ltd, FOF managers, Insurance companies and 40+ QFII Investors such as HSBC, Nomura and Jane Street.Drive product innovation in Fixed Income, achieve the 1st amortized cost valuation Bond Funds, Huatai-Pinebridge Jintai (007867) to capped scale-US$ 1.1 billion AUM. -
Vice General Manager In ShenzhenSoochow Securities Co., Ltd. Sep 2016 - Jun 2018Shenzhen, Guangdong, ChinaAs a team founder, expand 100+ Banks by Cold Call and achieve cooperation with 20+Banks.Achieve US$ 1 billion AUM and US$ 1.5 million profit to support the team operation. -
Director/Sub-Branch ManagerBank Of China Jul 2006 - Aug 2016Shenzhen, Guangdong, China5 times awarded A in KPI Rated.2 years in charge of the DCM team, distributed over US$ 6.3 billion bonds including MTN, CP, SCP and Panda Bond for BC, Canada, created US$ 8.21 million in intermediary business income.1 year in Sub-Branch management, marketed US$ 140 million deposit from insurance companies, innovated the 1st fund pool investment (US$ 71.4 million)to financial asset beneficiary rights based on FI credit in Shenzhen Branch.7 years in fund and insurance product admittance and sales team management. Wrote over 160 thousand words Sales Case Handbook to support sales team and awarded the BOC Banc-insurance Expert Title by BOC Head Office.
Yang Li Education Details
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Business Administration And Management, General -
Financial Insurance/Marketing
Frequently Asked Questions about Yang Li
What company does Yang Li work for?
Yang Li works for Dc Fund
What is Yang Li's role at the current company?
Yang Li's current role is FRM, Executive Director in DC Fund.
What schools did Yang Li attend?
Yang Li attended Webster University, Shanghai University Of Finance And Economics.
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