Bo Sheng Zhu

Fullgoal Fund Management Co., Ltd. (Fullgoal Fund) is an independent Chinese fund management firm which was founded in 1999. In 2003, the firm was restructured when the Bank of Montreal took a strategic interest in them and brought international concepts and management techniques to Fullgoal Fund. Headquartered in Shanghai, Fullgoal Fund provides investment management solutions including open and closed-end mutual funds, qualified domestic institutional investor (QDII) funds, enterprise annuity funds, domestic social security funds and asset management to segregated accounts for both domestic and international clients.

Guosen Securities Co., Ltd. (Broker) (GSEC-Broker) is the broker/dealer division of Guosen Securities Co., Ltd. (SHE: 002736), a financial services company headquartered in Shenzhen, China. The firm was founded in 1994 as Shenzhen SDIC Securities Co., Ltd. GSEC-Broker provides retail clients with a full range of services such as securities trading, investment consulting, margin financing, stock pledge financing, futures IB, and financial product agency sales.

Harfor Fund Management Co., Ltd. (HFM), previously known as Huafu Fund Management, is an independent investment management firm which was founded in 2004. Shareholders include Hua An Securities Co., Xingtai Holding and Anhui Guaranty Group. Headquartered in Shanghai, HFM provides financial services to fund holders. They also manage mutual funds and accept direct mandates from individuals and institutions for asset management services.

Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China.

CITIC Securities Co., Ltd. (Broker) (CITICS) is the brokerage division of CITIC Securities Co., Ltd. (SHA: 600030) in China. Headquartered in Beijing, CITICS was founded in 1995 and provides securities brokerage services to institutional clients.

CITIC-Prudential Fund Management Co., Ltd. (CITIC-Prudential) is a mutual fund management firm headquartered in Shanghai, China. The firm was founded in 2005 through the joint venture between Prudential plc (LSE: PRU; NYSE: PUK), China-Singapore Suzhou Industrial Park Ventures Co., Ltd. and China International Trust & Investment Corp. CITIC-Prudential provides investment advisory services and manages mutual funds for Chinese institutional and retail investors.

Zhongtai Securities Co., Ltd. (Broker) is the brokerage division of Zhongtai Securities Co., Ltd. (SHA: 600918), which is a subsidiary of Shandong State-Owned Assets Supervision and Administration Commission in China. The firm was founded in 2001 as Qilu Securities Co., Ltd. Headquartered in Jinan, Zhongtai Securities provides securities brokerage services to institutional clients.

SWS Research Co., Ltd. is the investment research subsidiary of Shenwan Hongyuan Securities Co., Ltd., which is owned by Shenwan Hongyuan Group Co., Ltd. (SHE: 000166) in China. Headquartered in Shanghai, the firm was founded in 1992 to offer a wide range of products and services to global investors who want to invest in Chinese equity market. SWS Research provides clients with securities research service that covers over 500 key stocks in Asian market, as well as economics, strategy, bond, fund and derivatives research. Their clients include almost all major domestic institutional investors such as mutual funds, insurance companies, banks and trusts. They also serve QFII and other overseas institutional investors.

China CICC Wealth Management Securities Co., Ltd. provides security dealing. The company is based in Shenzhen, China. The Chinese company was founded in 2005. The CEO is Chang Sheng Hu. China CICC Wealth Management Securities Co. was acquired by China International Capital Corp. Ltd. from China Investment Corp. on April 12, 2017 for $2,558.03 million.

Evalueserve Business Consulting (Shanghai) Co., Ltd. (Evalueserve Shanghai) is an AI-enhanced managed services global provider headquartered in Shanghai, China. The firm was founded in 2005 and is owned by Evalueserve, Inc. in the US. More than 30% of the Fortune 1000, which includes over 25,000 platform users, rely on Evalueserve’s intelligence and analytics to strengthen and accelerate decision-making. Their solutions uniquely combine expert services with domain-specific AI and have been recognized by analysts such as Forrester and Chartis. Evalueserve’s solutions include data analytics, insights and advisory, intellectual property and R&D, investment banking services, lending services, private equity services, and risk and compliance. These solutions are powered by Evalueserve’s modular AIRA (AI for Research and Analytics) ecosystem, which includes domain-specific accelerators, products, and platforms. Evalueserve experts use these tools to reduce time to value and integrate new solutions into existing workflows. Notable products and platforms include Insightsfirst, Insightloupe, Publishwise, Spreadsmart, and Compsbuilder. The firm supports three categories of firms: financial services, corporates, and professional services. Specifically, this includes Investment Banks, Corporate and Commercial Banks, Asset and Wealth Management Firms, Private Equity and Venture Capital Firms, Index Providers, Technology and Telecom, Life Sciences and Healthcare, Manufacturing and Industrial Goods, Energy, Chemicals, CPG and Retail, Logistics and Transportation, Professional Service Firms, Consultancy and Advisory Firms, Legal Firms, Real Estate Firms, Education and EdTech Firms.

JX Asset Management Co.,Ltd provides investment advice. The private company is based in Shenzhen, China. and has subsidiaries in China. The Chinese company was founded in 2015. The CEO is Ke Sheng Yin.

Part of China Renaissance Holdings Ltd., CR Securities Co. Ltd. is a Chinese company that provides securities brokerage services. The company is based in Shanghai, China. The company was founded in 2016. The CEO is Wei Xiang.

Foresight Fund Management Co., Ltd. (FFM) is an independent investment adviser headquartered in Shanghai and was founded in 2018. The firm provides investment management services to their clients.

Apifiny Asset Network, Inc. aims to create a single trading marketplace for digital assets, providing institutional-grade performance to digital asset traders through seamless connection with digital asset exchanges and infrastructure providers. The private company is based in New York, NY. The company empowers institutional traders with market data and the ability to achieve tighter spreads, higher fill rates, and improved capital utilization. Apifiny Hex is designed to provide institutional traders with the best of centralized and decentralized trading, including zero taker fees, price discovery, and deep liquidity from automated market making (AMM) and 25 centralized exchanges. The company allows institutions to trade directly on 25 leading exchanges through its website or a single set of APIs. Apifiny is headquartered in the area and is a regulated trading platform with institutional-grade security and compliance. The company was founded in 2018 by Hao Han Xu, who has been the CEO since 2018.

Orient Everhealth Biomedical Co., Ltd. engages in research and development of drugs and therapy technology for cancers & autoimmune diseases. The company was founded on June 21, 2018 and is headquartered in Suzhou, China.

Part of Fresh2 Group Ltd., Roxe Holdings, Inc. is a blockchain infrastructure company that develops payment and digital commerce solutions. The company is based in New York, NY. The CEO of the company is Hao Han Xu. Roxe Holdings was acquired by Fresh2 Technology, Inc. on July 21, 2023 for $22.28 million.

Origin Asset Management Co. Ltd. provides investment advice. The private company is based in Shanghai, China. The Chinese company was founded in 2022 by Guo Bin Wang, He Ze Jiang, Yun Liang Li. Guo Bin Wang has been the CEO since 2022.

Part of Orient Securities Co., Ltd., Orient Finance Holdings (Hong Kong) Ltd. is a Chinese company that provides security brokerage services. The company is based in Hong Kong, Hong Kong. The CEO of the company is Jing Zhu.