Jeffrey Bohn

Board Member and Affiliated Researcher

Dr. Bohn is the Chief Research & Innovation Officer and Head of Research & Engagement at the Swiss Re Institute. Most recently, he served as Chief Science Officer and Head of GX Labs at State Street Global Exchange in San Francisco. Before moving back to California, he established the Portfolio Analytics and Valuation Department within State Street Global Markets Japan in Tokyo. (He is fluent in Japanese.) He previously ran the Risk and Regulatory Financial Services consulting practice at PWC Japan.

Past appointments for Dr. Bohn include Head, Portfolio Analytics and...

Xubin Cao

Member (2017-2021)

Xubin Cao is Director of the Economic Management Experimental Teaching Center at Southwestern University of Finance and Economics (SWUFE). He joined SWUFE in 1995 and has long been responsible for the campus IT strategy and laboratory management. He is also a Microsoft Certified Systems Engineer (MCSE, 2000) and an Apple Distinguished Educator (ADE, 2005). He was a Visiting Scholar at Marrietta College (2001-2002) and Texas Tech University (2012-2013). He obtained his Masters (2006) and Ph.D. (2013) in the School of Information at SWUFE. His research fields involve Fintech, Business...

Anders Christjansen


Anders is an executive and board advisor for the Danish Ministry of Foreign Affairs’ Innovation Center in Palo Alto, one of eight global offices. The mission of the team is to build bridges to a sustainable future by establishing public, private, and research collaboration and partnerships. Anders advisory focus is within Fintech and ESG where he serves organizations such as Nordea, Danske Bank, PFA, and Pension Danmark.

Prior to his advisory career, Anders held various leadership positions in Europe and started a number of tech companies. As...

Kay Giesecke

Board Member

Kay Giesecke is Professor of Management Science & Engineering at Stanford University. He is the Director of the Advanced Financial Technologies Laboratory and the Director of the Mathematical and...

Kathleen Houssels

Board Member

Kathleen is the Global Chief Investment Officer (CIO) at AXA Investment Managers Rosenberg Equities, a pioneer in quantitative equity investing and ESG integration. As Global CIO, she leads Rosenberg’s investment and research organization. Kathleen joined Rosenberg Equities in 1999 and has held a number of investment leadership roles including Head of Investment Modelling, Deputy Chief Investment Officer for the Americas, and most recently Head of Research and Investment. She received her B.A. in Economics from Harvard University in 1999 and a...

Morten Larsen


Morten Larsen is Senior Advisor at the Danish Innovation Centre in Palo Alto, where he facilitates collaboration between Denmark and California within research, higher education, innovation and entrepreneurship. He runs a fintech exchange program for Danish elite students coming to UC Berkeley to study and build a start-up. The program is run in collaboration with CDAR. The mission of the Danish Innovation Centre is to build bridges to a sustainable future by establishing public, private, and research collaboration and partnerships with local actors.

Prior to relocating to Silicon...

Qing Li

Board Member (2017-2021)

Qing Li is Associate Dean of the Information School at Southwestern University of Finance and Economics (SWUFE). He is a professor at SWUFE and an adjunct professor at the University of Arizona. Prior to that, he worked at the Eller Business School at the University of Arizona, the Computer Department of Arizona State University, and the Information School at Korea Advanced Institute of Science and Technology (KAIST). Li’s research interests lie primarily in financial intelligence: advanced intelligent information processing techniques to solve the challenges in finance. He has...

David Mongeau

Board Member (2018-2021)

David Mongeau is the Executive Director of BIDS. With the Director and Faculty Council, he sets strategic direction and oversees the institute’s research, training, and outreach. David also leads the institute’s industry and foundation relations and its engagement with other UC and global research institutes – all toward the overarching mission at BIDS to create and deploy data science methods, practices, and technologies to enable discovery.

Previously, David co-led the data analytics institute at Ohio State; worked at Battelle, where he championed its proposal for an AI and...

Qizhi Tao

Member (2017-2021)

Qizhi TAO is a Professor and the Director of the BSc in Finance Program, School of Finance, Southwestern University of Finance and Economics. His research focus is on Corporate Finance (M&A, dividends policy and capital structures). He has published several research papers in journals including International Review of Economics and Finance, and North American Journal of Economics and Finance. He has also published two books: Mergers and Acquisitions by Peking University Press and A Guidebook on How to Conduct Financial Research by Tsinghua University Press. He is a consultant for...

Jingmei Zhao

Board Member (2017-2021)

Professor ZHAO Jingmei joined the School of Finance, Southwestern University of Finance and Economics, in 2003 as a Lecturer, Associate Professor in 2005, Professor in 2009 and Vice Dean in 2007. She was appointed Executive Dean of the School of Finance in 2016. Prof. Zhao served as Primary Secretary of the Chinese Embassy in France from 2012 to 2016. She won a Fulbright Scholarship in 2008 and lectured at Benedictine University. She obtained Humboldt Research Fellowships and did Post-Doctoral research at the University of Mannheim. Her research fields involve international economics...