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  • Professor

     

     

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    Dr. Yuval Dan Bar-Or

    Case-Study Course: Modeling and Assessment of Corporate Valuation

    • Associate professor at Johns Hopkins Carey Business School

    • Academic director of Flex-MBA and dual degree programs

    • Ph. D, Finance, Wharton School of the University of Pennsylvania

    • Founder, Pillars of Wealth personal financial literacy initiative for doctors

    • Former business executive at world-class risk management companies

    • Member of Investment Committee, Chestnut Street Ventures

    • Quoted by many leading media organizations, including The Wall Street Journal, Bloomberg BusinessWeek, Reuters, USA Today

     

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    Dr. Haviland Wright

    • Professor of Applied Statistics and Mathematics at Boston University

    • Ph.D., MBA, Accounting, Wharton School of the University of Pennsylvania

    • Former CEO of SiteWatch Technology

    • Independent trustee on the Compass Fund Committee’s Financial Services Board

    • Served as interim Chairman and CEO/Consultant of The X-Change Corp.

    • Co-founded Nano Loa with inventor Dr. Akihiro Mochizuki

    • Former director of Elixir Technologies

    • Chairman and CEO of Display Technology, Inc.

     

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    Dr. Neil Wasserman

    • Adjunct professor at The George Washington University

    • Ph.D., History of Science, Harvard University

    • Managing partner at Timewave Analytics, LLC and Chief design officer at SynchCare, Inc., focusing on blockchain in healthcare supply chain

    • Former president at HealthCentive Corp.

    • Former solutions director for E-business services at Unisys Corp.

    • Expertise in teaching and consulting on blockchain strategy, focusing on healthcare and patient engagement

     

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  • Industry Mentor

     

     

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    Eason Lu

    • Master of Finance from The University of Hong Kong

    • CFA holder, Hong Kong Institute of Certified Public Accountants (HKICPA)

    • Currently serves as an investment director, based in Hong Kong, focusing on private equity investments

    • Former senior manager at PwC, responsible for auditing listed companies and providing financial consulting for mergers and acquisitions

     

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    Yohn Gao

    • MBA from Massachusetts Institute of Technology, MPA from Carnegie Mellon University

    • Currently serves as a partner at Langsheng Investment, expertise in FOF investment, PE and direct investment of equity

    • Former partner at Hisen Holdings, responsible for FOF investment, PE and strategic cooperation with listed companies and industrial capital

    • Former manager at Oriza Holdings, responsible for investment on TMT, cultural consumption and healthcare industries

    • Formerly served at Avaya and Lenovo, responsible for business development, mergers and acquisitions, strategic alliances and marketing

     

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    Jacky Wang

    • Bachelor of Laws from Wuhan University

    • ACCA qualification

    • Currently serves as a vice president at Yunli (Shanghai), focusing on collaborative business, responsible for enterprise digital strategic transformation, business strategy and system implementation consulting

    • Former associate partner at IBM, responsible for business strategy consulting, IT strategy consulting, ERP implementation, strategy, organization, business process and IT integration in the retail and consumer goods industries

    • Former financial consultant at PwC, responsible for enterprise related transaction, cost financial consulting, SAP and Oracle system implementation

     

    Peter Wang

    • Master of Finance from Johns Hopkins University

    • CFA holder, The securities qualification certificate in China

    • Currently serves as a client manager at Morgan Chase (China), responsible for client relationship, focusing on retail, healthcare, vehicle industries; projects cover domestic fund management, oil spot hedging, overseas capital injection, comprehensive credit granting, fund investment, foreign exchange forward transaction, foreign debt repayment

    • Former business analyst at UBS Wealth Management, responsible for due diligence on AML and KYC on the international account opening

     

    Levi Liu

    • Bachelor of Accounting/Finance from Iowa State University, MBA of Healthcare from John Hopkins University

    • Currently serves as a manager at CareCapital, responsible for mergers and acquisitions of domestic and foreign industries of medical consumer goods

    • Former associate manager at CRCM Ventures, responsible for US market development and early investment on medical consumer goods

    Former risk analyst at PayPal, responsible for financial product design, approval process and risk control strategy

    • Former business analyst at Wells Fargo, responsible for market research, risk analysis, valuation assessment, and strategic negotiation on mortgage and real estate

     

    Candice

    • Master of Finance from Massachusetts Institute of Technology

    • CFA holder, received CFA scholarship

    • Currently serves as an investment analyst at BlackRock, responsible for analysis of medical and retail sectors of the U.S. stock market

     

    Klaire

    • Bachelor of Urban Studies from Wharton School of the University of Pennsylvania with top student scholarship (Gordon Family Award and on President’s Award list)

    • Master of Real Estate from Columbia University and MBA from London Business School

    • Former assistant manager at Jones Lang LaSalle, provided client-facing services and spearheaded the financial due diligence project

    • Former financial analyst at Cogswell Lee Realty, created DCF financial models

     

    Tony

    • Master of Finance from London School of Economics and Political Science

    • CFA holder

    • Currently serves as a quantitative investment fund manager in a top fund company in Singapore, engaging in model building and quantitative analysis of financial stock selection

     

    Chloe

    • Master of Statistical Analysis from Yale University and Master of Computer Science from National University of Singapore

    • Mentor Chloe has been engaged in the research and development of stock selection strategies in the global market in Singapore, compiling quantitative hedge fund plans with excellent financial model construction and stock analysis capabilities

     

    Anson

    • Former vice president of SAP in greater China, and also worked as an executive in consulting companies such as IBM, Capgemini, Mercer

    • Business expertise in strategy and operating model design for growth companies and rapid development of enterprises, digital transformation planning design, organization development strategy, and corporation management

     

    Ryan

    • Master of Economics from The Chinese University of Hong Kong

    • Currently serves as a strategic consultant at Roland Berger with a deep understanding of the public services and real estate industry

     

    Louis

    • Bachelor of Chemistry from Fudan University

    • Currently serves as a senior strategic consultant at Deloitte Monitor, specializing in retail and public service industry insights

    • Former management trainee at Coca-Cola and consultant at Deloitte, responsible for strategic consulting

     

    Steven

    • Master of Banking and Finance from University of St. Andrews

    • Currently serves as a senior strategic consultant in IBM GBS with rich experiences in consulting and strategic projects

    • Former consultant at Deloitte Consulting and Accenture in charge of information business

     

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  • Teaching Assistants

     

     

    Sky

    • Master of Finance from Johns Hopkins University

    • Mentor Sky won the second prize in the Harvard Business Competition as a freshman and specialized in research on U.S. stocks and Hong Kong stocks. In 2019, Mentor Sky lead two teams in KWHS, the Chinese team entered the top 5% and the American team defeated more than 700 teams in the United States.

     

    Frank

    • Bachelor of Finance from University of Toronto, Master of Finance from Johns Hopkins University

    • Mentor Frank has extensive experience in financial market research at X-Order Blockchain Fintech and HSBC Bank of Canada.

    • Established education and incubation platforms such as Fintech4Good, Carey FinTech and Blockchain Group, with a deep understanding of financial education and the equity investment markets in Europe and the United States.

     

    Bonnie

    • Master of Quantitative Strategy Analysis from Boston University

    • Expertise in data analysis, corporate due diligence, and digital research of the financial system.

    • Served as a tutor and teaching assistant in the Department of Finance at Boston University with extensive experience in financial teaching.

     

    Vicky

    • Bachelor of Traditional Chinese Studies from Renmin University of China, Master of Urban Studies from University College London

    • Former senior associate at PwC, expertise in industry analysis and research, business strategy planning, commercial tourism real estate research.

    • Served as a tutor and teaching assistant at University College London with extensive experience in business writing teaching.

     

    Max

    • Master of Finance from Australian National University

    • CFA , FRM, CPA Australia holder

    • Formerly as a researcher at the domestic financial research institute, specializing in enterprise risk assessment, financial analysis and enterprise valuation, and has rich experience in enterprise analysis and macro-research.

     

    Betty

    • Master of Innovation and Entrepreneurship from Nanyang Technological University

    • Formerly worked in Suning CEO office.

    • Currently as a senior consultant at Ipsos, a world-renowned market research company. Expertise in data analysis, and deeply engaged in retail and beauty cosmetics industry.

     

    Liz

    • Master of Risk Management from Columbia University

    • Formerly as a senior researcher at the domestic famous Chamber of Commerce, specializing in financial data analysis and enterprise risk management; as a special commentator, participated in world-class level economic forums and written articles about China-U.S. economic observation.

     

    Claire

    • Bachelor of Literature in French from Beijing Foreign Studies University, Master of Marketing from Johns Hopkins University

    • Currently as a program associate at JHU Global Collaborations, and core member of US Universities’ China Association, responsible for university-employer relation, alumni engagement, career fair preparation and events promotion with rich experience in career tutoring.

     

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