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Introduction of Program and Speakers

Introduction of Program and Speakers. Hong Chiu Chen, Ph.D. Senior Consultant, The Options Industry Council. 美国期权行业协会 (OIC). OIC 是一个行业合作组织，成员包括美国 10 大期权交易所、及世界最大，也是美国唯一，简称为 OCC 的期权结算公司。 OIC 成立于 1992 年， 集中负责所有期权交易所的敎育任务。是一个非营利机构。针对期权交易的益

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Introduction of Program and Speakers

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  1. Introduction of Program and Speakers Hong Chiu Chen, Ph.D. Senior Consultant, The Options Industry Council

  2. 美国期权行业协会 (OIC) • OIC 是一个行业合作组织，成员包括美国 10 大期权交易所、及世界最大，也是美国唯一，简称为 • OCC 的期权结算公司。 • OIC 成立于 1992 年， 集中负责所有期权交易所的敎育任务。是一个非营利机构。针对期权交易的益 • 处及风险，在美国的教育对象包括个人及机构投资者、财务顾问、金融规范部门的官员、国会议员助 • 理、及其它行业组织会员。 • 自 1998 年开始，OIC 赴国外培訓。其理念为国外期权市場的成功，就是 OIC 的成功。 将來会有助于 • 美国的期权市场。 • OIC 曾与世界上多家交易所签定敎育资源共享的协定，在亚洲包括孟买証券交易所、东京証券交易所、 • 及泰国期货交易所等。 • OIC 在 2012 年与上海国际人才交流协会、深圳证券交易所签定谅解备忘录。 • OIC 在 2013 年与台北金融研究发展基金会签定敎育资源共享协定。 • 它曾在印度四大都市、日本三大都市、泰国、香港、新加坡、上海、 及台北举办过期权教育活動。

  3. The Options Industry Council Delegation: October 2013 The OIC delegation shall consist of: Delegation Leader Mary Savoie, Executive Director, The Options Industry Council, and First Vice President, Industry Services, The Options Clearing Corporation (OCC) Delegates Alan Grigoletto, Vice President, OIC Bill Ryan, Managing Director, NYSE Euronext Delegation Advisor Hong Chiu Chen, Ph.D., Secretary General and Director of The US-China Foundation for International Exchanges, and Senior Consultant, The Options Industry Council

  4. Mary Savoie Mary Savoie Executive Director, The Options Industry Council First Vice President, The Options Clearing Corporation (OCC) Ms. Savoie heads OIC’s education and marketing activities. She also oversees Corporate Communications, Marketing, Public Relations, Internet Services and Investor Services at OCC. Prior OCC positions held by Ms. Savoie include Vice President, Corporate Communications; Director, New Products; Manager, Member Services. In addition to these responsibilities, she serves as a trustee for the Securities Industry Institute’s Wharton Program at the University of Pennsylvania and is a member of the OIC Roundtable, Futures Industry Association, Women in Listed Derivatives and the Financial Communications Society. Ms. Savoie graduated with an MBA in finance and marketing from Northwestern University, Kellogg Graduate School of Management and a BA in economics from Stanford University. Ms. Savoie completed the Securities Industry Institute’s program at the Wharton School of the University of Pennsylvania.

  5. Alan Grigoletto Alan Grigoletto Vice President of Education, The Options Industry Council Mr. Grigoletto manages the education efforts of the three areas of outreach for OIC: retail investors, financial advisors, and institutions. Prior to joining OIC, Mr. Grigoletto served as the SVP of business development and marketing for the Boston Options Exchange (BOX). Previously, he was a founding partner at the investment advisory firm of Chicago Analytic Capital Management. He has more than 30 years of expertise in trading and investments as an options market maker, stock specialist, institutional trader, and portfolio manager. He was formerly the portfolio manager for both the S&P 500 and MidCap 400 portfolios at Hull Transaction Services, a market-neutral arbitrage fund. Mr. Grigoletto is the current Chairman of the STA Derivatives Committee. In addition, he is a steering committee member for the Futures Industry Association, a regular guest speaker at the Securities Exchange Commission, CFTC, House Financial Services Committee, Federal Reserve Board, and has been a guest speaker at the House of Representatives on the topics of best execution and penny pricing in the derivatives markets. Mr. Grigoletto received his degree in Finance from the University of Miami.

  6. Bill Ryan Bill Ryan Managing Director, NYSE Euronext Mr. Ryan began his career in options with EF Hutton in 1982 where he served on the retail trading desk. He has worked at various brokerage firms including SG Cowen where as the firm’s Senior Registered Options Principal, his primary responsibilities were retail option trading and strategy. During his time in options he has served on various exchange and industry committees and has participated on many panels at industry conferences. At NYSE Euronext, Mr. Ryan is responsible for business development and sales for option products. In addition to his responsibilities at NYSE Euronext, he also serves as an instructor for The Options Industry Council, conducting option seminars for all segments of the investing community.

  7. Hong Chiu Chen, Ph.D. Hong Chiu Chen, Ph.D. Secretary General & Director, The US-China Foundation for International Exchanges, and Senior Consultant, The Options Industry Council Dr. Chen took an early retirement from Chevron in 2001. During 1997 to 2000, he managed the Group of Public Affairs and Business Development in Beijing, China for Chevron. He joined Chevron after completing an Industrial Post-Doctoral Fellowship. In his career with Chevron, Dr. Chen undertook various appointments with increasing responsibilities covering research, development, technical service, business development and public affairs. He was the inventor or a co-inventor in numerous US and foreign patents covering petroleum refining and petrochemicals manufacturing. Dr. Chen is Secretary General and Director of the US-China Foundation for International Exchanges. In 1994, he received Friendship Award from China State Administration of Foreign Experts Affairs for his contribution in founding the first Sino-American Technology and Engineering Conference (SATEC) in 1993, when he led a delegation of fifty Chinese-American engineers and scientists covering eight engineering disciplines from the USA to Beijing for the exchange with the Chinese counterparts. With the success of SATEC-93 and the endorsement from China President Jiang Zemin, SATEC became a biennial event, and Dr. Chen further served as the Advisor for SATEC-95 and SATEC-97. Dr. Chen served as Chairman in 1992 and President in 1991 for the San Francisco Bay Area Chapter of the Chinese Institute of Engineers/USA, an institution of over 90-year history. Dr. Chen graduated from National Taiwan University with a B. Sc. degree in Chemical Engineering. He received a M. A. Sc. degree in Chemical Engineering from University of Waterloo, Canada, and a Ph. D. degree in Chemical Engineering from McMaster University, Canada. He further completed an Industrial Post-Doctoral Fellowship with Atomic Energy of Canada, under a program of the National Research Council of Canada.

  8. 2013’上海 “証券期权业发展: 经验与未来” 演讲会2013年10月22日 星期二上海市延安西路2588号千禧海鸥大酒店二楼天和厅 • 开幕典礼 10分钟 1300-1310 • (Opening Ceremony) • 议题及讲员介绍 10 分钟 1310-1320 陈宏久博士 • (Introduction of Program and Speakers) (Hong Chiu Chen) • 支持现有及新市场的期权敎育 20分钟 1320-1340 玛丽. 萨娃 (Supporting Options Education in New and (Mary Savoie) Existing Markets) • 每周期权及小型期权 30分钟 1340-1410 袁炳 (Weekly Options and Mini Options) (Bill Ryan) • 美国期权市场结构-自由贸易范例 60分钟 1410-1510 艾伦. 格里戈莱托 • (Alan Grigoletto) • 休息 20分钟 1510-1530 • (Break) • 期权交易中希腊字母的意涵及相关策略 100分钟 1530-1710 艾伦. 格里戈莱托 • (The Greeks )(Alan Grigoletto) • 问答 20分钟 1710-1730 • (Q&A)

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