Director, Head of Greater China Region
T. Rowe Price Global Investment Services Limited
Philip Lin, Esquire, is a vice president of T. Rowe Price Group, Inc.; a vice president and Director of Chinese Business Development and Client Services of T. Rowe Price Global Investment Services, Ltd.; and a vice president of T. Rowe Price Associates, Inc., T. Rowe Price Trust Company, and T. Rowe Price Retirement Plan Services, Inc.
Mr. Lin has significant experience in developing business opportunities in China and working with the Chinese government agencies and financial institutions. He currently serves as an expert judge for China’s Ministry of Labor and Social Security in reviewing and approving the qualification licenses for companies wishing to engage in enterprise annuity management business in China. He has also been appointed by the MOLSS as its only overseas Pension Fund Expert Advisor. Since 1999, he has been counseling the Chinese government on structuring China’s private pension system and employee equity incentive programs, including giving lectures and seminars to the National Council for Social Security Fund, China Insurance Regulatory Commission, and China Securities Regulatory Commission.
Mr. Lin has served as Special Counsel to the Pension Portability Task Force for the U.S. Congress and has testified as an expert witness before the U.S. Senate Finance Committee on pension law reform issues. Prior to joining T. Rowe Price, Mr. Lin held senior executive and legal positions at Merrill Lynch and Lincoln Financial Group.
Mr. Lin has authored three books in Chinese: , and . All three books are widely used by the Chinese government, financial institutions, and academia as the authoritative treatises on the U.S. retirement system. Mr. Lin is also an Adjunct Professor of Employee Benefits Law at Temple University School of Law and China’s Tsinghua University, Remin University, and Wuhan University. Mr. Lin has also been retained by the China Securities Daily, the largest securities newspaper in China, to be its columnist.
Mr. Lin is a prolific author and frequent speaker on asset management, mutual fund investment, and pension plan management related subjects, having published articles in such journals as Investment Advisor, Journal of Taxation of Employee Benefits, Journal of Tax Exempt Organizations, Pension and Benefits Weekly, and ABA Trust and Investment Magazine. Mr. Lin has also spoken at industry conferences and symposiums such as Success Forum of International Association of Financial Planners, Investment Company Institute Annual Retirement Plan Conference, American Bankers Association Annual Retirement Conference, and International Foundation of Employee Benefits Regional Conference.
Mr. Lin received his bachelor’s degree in English summa cum laude in Beijing in 1982. He received his master’s and juris doctor degrees from Temple University in 1987 and 1991, respectively. Mr. Lin is a member of the American, Pennsylvania, New Jersey, and Philadelphia bar associations.