Borong Liu

Financial Products & Trusts, Taxation & Wealth Planning, Compliance & Investigation

Chairman of the Board of Directors, China DAF (Donor Advised Fund) Charity (www.DAF-charity.org.cn)

Co-chairman, Board of Directors, China Securitization Forum (www.chinasecuritization.org)

External Appraisal Expert for Asset Securitization Business, Shanghai and Shenzhen Stock Exchanges

Filing Appraisal Expert, China Credit Assets Registry & Exchange Co., Ltd.

Former Distinguished Professor, the China Capital Markets Institution (www.ccmi.edu.cn)

Former Member, Expert Committee, China Development Bank

In the field of financial products and trusts, Mr. Liu has been focusing his practice on the legal matters relating to asset securitization since 2004 when he advised China Development Bank on its first ever onshore credit asset securitization project. Over the following nearly two decades, he has developed unrivaled knowledge and experience in asset securitization and structured finance. Since 2006, Mr. Liu has actively led the China Securitization Forum, promoting close collaboration and open dialogue among participants in the asset securitization market at home and around the world.

In wealth planning, Mr. Liu offers solutions for his clients devised from a global perspective, addressing concerns arising from estate planning, family governance, and family legacy. He is astute in developing strategic philanthropy and utilizing charitable accounts, also known as donor advised funds, to provide flexible and comprehensive solutions for his clients. These include complex gifts to charities, charitable fundraising strategies, and financial and legal tools and structures for corporate social responsibility (CSR) programs, social ventures, and impact investments.

With respect to compliance and investigation, Mr. Liu focuses on the holistic design of individual compliance and corporate compliance from a broad-based perspective. He is adept at integrating both business compliance and charity compliance programs on a mission-oriented basis to lay the legal foundation for his clients to make a lasting impact.

Mr. Liu views the practice of law as a great privilege and his role as a steward, always putting the interests of his clients first.