Yudong Liao、Yaofeng Tan: OTC Options Practice
发布时间:2025-06-11 16:33:00 浏览次数:1391

The 350th Wenlan Financial Forum

Topic

OTC Options Practice

Speaker:

Yudong Liao

Shanghai Zhengxin Tongchuang Industrial Co., Ltd. Risk Control Department

Yaofeng Tan

Shanghai Zhengxin Tongchuang Industrial Co., Ltd.

Time:

10:00-12:00, Wednesday, June 11, 2025

Location:

318 Classroom, Wentai Building


Abstract:

Theme One: Introduction to OTC Options Business

Speaker: Mr. Liao Yudong

Time: 10:00-11:00

Content: This lecture, based on the business practices of Shanghai Zhengxin Tongchuang Industrial Co., Ltd., primarily introduces the types of futures company businesses, the operational landscape of the options market, and the workflow of OTC options transactions.


Theme Two: Case Sharing on Enterprise Risk Management with OTC Option

Speaker: Mr. Tan Yaofeng

Time: 11:00-12:0

Content: This lecture explains the implementation process of OTC options business through cases, analyzes the business model of industrial hedging with OTC options, and examines practical approaches to risk management and hedging transactions.



Speaker Introduction

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Yudong Liao, Risk Control Department, Shanghai Zhengxin Tongchuang Industrial Co., Ltd., Master's degree in Quantitative Economics. Engaged in option derivatives strategy research and application for nearly ten years, has presented on options topics at industry conferences multiple times, providing risk management services to large enterprises and institutional clients. Awarded the Zhengzhou Commodity Exchange (ZCE) Options Talent Award and Options Advanced Excellence Talent, and received the Dalian Commodity Exchange (DCE) Enterprise Risk Management Program Project Excellence Case Award.


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Yaofeng Tan, Trader, Shanghai Zhengxin Tongchuang Industrial Co., Ltd., Lecturer for Zhengzhou Commodity Exchange (ZCE) Options. Master's degree in Economics from Zhongnan University of Economics and Law, majoring in Financial Statistics and Insurance Actuarial Science. Engaged in designing and formulating risk management solutions for industrial clients, researching and developing derivative investment strategies, and identifying investment needs of industrial clients. Oversees the exploration of derivative investment opportunities for the company, responsible for designing investment strategies and trading plans, and leads the execution of trading strategies.