Moderator: Carol B. Goldburg

Panelists: Yunson Du, Harry Edelson, Sam Gong, Charles Kennedy, Fei Yin, Jenny Yu

 (Panelists are sorted by alphabetical order of the last name)


Future Decisions with Innovation, New Policies & Globalization

Finance & Consulting panel in CMU-Summit 2015 covers four sub-topics regarding to the main topic, including:

  • Differences and trends of internet finance between the U.S. and China
  • Impacts of new China and U.S's financial policies
  • The new investing opportunity with innovative technology
  • The future of consulting with the development of Big Data

Carol B. Goldburg (Moderator)


Executive Director of the Undergraduate Economics Program, Carnegie Mellon University


Carol B. Goldburg is the Executive Director of the Undergraduate Economics Program at Carnegie Mellon. Goldburg earned four degrees from Carnegie Mellon University: a B.S. in mathematics, a M.S. in Applied History and Social Sciences, a M.S. in Political Economy and Economics, and a Ph.D. in Political Economy and Economics. In addition to these degrees, Goldburg has earned Diplomes des Phonetique, Traduction, et Langue Orale from Institutue Catholique de Paris.

Prior to receiving her doctoral degree, Goldburg worked as a research assistant and a research associate for the United Nations Economic Commission for Europe's General Economic Analysis Division. She has translated for NASA, Swiss Federal Institute of Technology's university press, local and international magazines, and European international congresses.

Since earning her doctorate, Goldburg has taught economics courses and supervised undergraduate research and honors theses at Dartmouth College and Carnegie Mellon.


Yunson Du


Managing Director, Sumitomo Mitsui Banking Corporation


1988, BS in space physics, University of Science and Technology of China

1988, China-U.S. Physics Examination and Application

1988­-1993, Ph.D in Nonlinear Dynamics University of Maryland, College Park

1993-­1995, Research Associate at University of Chicago

1995-1996, Cooper/Neff Associates

1996­-Present, SMBC Capital Markets Managing Director, Head of Front Office (Sales, Trading, Research), Board member


Harry Edelson


President/ Founder, Edelson Technology Partners


Harry Edelson has had a distinguished career as an investment manager, venture capitalist, securities analyst and engineer. In his investing career, 11 of his early stage investments attained valuations of $1BN to $80BN. For the decade that he worked on Wall Street, he was the most quoted securities analyst in the world. While on Wall Street he did 60 consulting assignments for a wide variety of technology companies and was one of the first to manage a hedge fund. Later, he was asked by the CEOs of Viacom and AT&T to be an advisor and consultant and was given corporate money from those two companies to invest in venture capital situations. Soon 8 other multinational corporations joined under the umbrella of Edelson Technology Partners that invested in over 100 companies throughout the world. In 10 of those investments the Edelson Funds were the first VC investor in companies that achieved market capitalizations in excess of $1BN.


Sam Gong


Managing Partner and Co-founder of 3CM


Mr. Sam Gong is the managing partner and co-founder of 3CM, an investment firm focused on Chinese outbound cross-border acquisitions. He has extensive, hands-on transaction experience as well as deep understanding of the subtlety of cross-border, cross- culture investment that requires solid execution. Mr. Gong began his career at Wanxiang America Corporation’s Merger and Acquisition Department and has led many cross-border acquisitions as a Chinese acquirer and resource integrator. He also served as deputy GM of strategic investment of China Wanxiang Holding, and members of Board of Directors for AllinPay and Tonglian Venture Capital. Mr. Gong graduated from Tsinghua University for college and received his MBA from Kellogg School of Management at Northwestern University.


Charles Kennedy


Chief Investment Officer, Carnegie Mellon University


Since joining Carnegie Mellon in December 2007 and serving as its CIO since 2010, Chuck has helped to develop all aspects of the university’s investment program, including the asset allocation transition from traditional investments to primarily alternative investments and building the investment staff.  Before joining Carnegie Mellon, Chuck was an investment banker and university faculty member.  The University of Pittsburgh MBA Class of 2007 named him “Teacher of the Year.”  Chuck earned an MBA from Harvard Business School and a BS from Duquesne University.


Fei Yin


Managing Director, Guotai Junan Securities


Experienced M&A banker with over $20 bn in executed transactions. Over 7 years of experience working on a variety of transactions in TMT, automotive, metals and mining, industrials and healthcare industries. Specialized in complicated, cross border deal making. Experienced in leading all aspects of M&A origination an execution including due diligence, preparation of marketing materials, financial analysis, deal structuring and negotiations. Transactional experience includes numerous cross­border transactions, distressed situations, public buy­side and sell­side transactions, carve­outs and financial sponsor transactions.


Jenny Yu


Vice President, BNY Mellon


Jenny Yu is a Vice President at BNY Mellon. She manages model risk review team and is responsible for auditing hundreds of the models that are used for risk management and investment strategies. Jenny has 16 year experience in investment analysis, risk management, and quantitative modeling, covering areas including Asset Management, Risk Management, BASEL, CCAR, Security Lending, Global Markets, and Asset/Liability Management, and real estate investment. At BNY Mellon, Jenny is the co­founder of Asian­American Affinity Network whose mission is to develop and encourage an inclusive and open environment.

Jenny holds a master's degree in finance, investment and banking, as well as real estate and urban land economics from the University of Wisconsin at Madison.

She is very active in the Asian community. She is a founding member of Pittsburgh China Chamber of Commerce and she serves as treasurer of the Greater Pittsburgh Sister City Association.Jenny is a 2010 Diversity Champion and 2013 Global Innovation Award Winner at BNY Mellon.