CDAR Directory

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...

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...

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...

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...

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...

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...

Samim Ghamami

Affiliated Researcher

Samim Ghamami is currently a senior advisor at SOFR Academy, a senior researcher and an adjunct professor of finance at New York University, and a senior researcher at UC Berkeley Center for Risk Management Research. Ghamami also serves on the advisory board of the Mathematics in Finance Program at the NYU Courant Institute.

Ghamami has been a senior economist, a senior strategist, and a senior vice president at Goldman Sachs. He has also been an adjunct associate professor of economics at Columbia University. In 2019, Ghamami moved to the Financial Services Forum through Goldman...

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...

Xiaowu Dai


Xiaowu Dai obtained his Ph.D. in Statistics from the University of Wisconsin-Madison in 2019 and a Master’s in Computer Science and a Master’s in Mathematics from UW-Madison. He graduated with distinction from Shanghai Jiao Tong University in 2014.

His research interests include kernel machines, statistical learning theory, stochastic optimization, and applications to problems in biomedical neuroimaging and matching markets.

He received the Hannan Award from the Institute of Mathematical Statistics, Student Paper Award from the American Statistical Association Nonparametric...

Alex Papanicolaou

Postdoc (2016-2018)

Alex Papanicolaou completed his Ph.D. from the Institute for Computational and Mathematical Engineering at Stanford University in 2013 and obtained a B.Sc. in Applied Mathematics and B.A. in Economics from UCLA in 2007. At Stanford, Alex developed statistical testing methods for volatility models under Kay Giesecke, Professor in Management Science and Engineering. From 2013 to 2016, Alex was a Senior Data Scientist at Integral Development Corporation working on applied statistical and machine learning problems for electronic trading in OTC FX. At CDAR...