黄波涛，山东临沂人，汉族，中共党员，财政部财政科学研究所经济学博士、北京国家会计学院金融系主任、金融研究所所长，中国法学会会员、专业委员会理事，中国注册会计师，澳洲注册会计师，承担国家发改委、财政部、亚洲开发银行等重点课题，在《光明日报》理论版、《经济日报》智库版、《投资研究》《现代金融研究》《改革内参》等核心期刊发表多篇文章; 撰写的政策性金融等方面的文章被决策层采用。
【研究方向】
1. 政策性金融与国家战略投融资：
聚焦政策性金融服务国家重大战略与实体经济高质量发展的理论与实践，重点研究国家主权基金治理与运营、地方政府债务风险防范化解及融资平台市场化转型、普惠金融可持续发展等议题。立足财政金融协同、公共资本配置与风险治理的交叉视角，系统考察政策工具的传导机制、风险约束与实施路径，探索提升公共资金配置效率、完善政府投融资机制和增强金融服务实体经济能力的系统化方案。
2. 全球金融风险管理、资产配置与指数创新：
面向全球金融市场，研究跨市场资产配置、衍生品运用与企业风险管理；围绕碳酸锂、铁合金、玉米、尿素等大宗商品，开展期权套利、风险对冲与收益增强实践，探索企业价格风险管理路径。
同时，围绕新质生产力发展方向推进“北国会指数”构建，筛选130至150只成分股，探索融合产业趋势识别、基本面研究与量化评价的指数化投资框架，指数年均超越沪深300指数15%以上。
【授课方向】
1. 国内外宏观形势与金融市场
2. 企业投融资战略与资本运作；
3. 地方债务化解专题；
4. 注册制与国内外IPO上市；
5. 基于资产配置的全天候投资组合策略。
Huang Botao, a native of Linyi, Shandong Province, is of Han Chinese ethnicity and a member of the Communist Party of China.
Head of the Department of Finance and Director of BNAI's Financial Research Institute
Member of the China Law Society and council member of a professional committee
Has undertaken major research projects for the National Development and Reform Commission, the Ministry of Finance, the Asian Development Bank, and other institutions
Has published articles in leading national newspapers, scholarly journals, and policy reference publications, including Guangming Daily (Theory section), Economic Daily (Think Tank section), Review of Investment Studies, Journal of Modern Finance, and Reform Internal Reference. Several of his policy papers on policy finance have informed policy deliberations.
Ph.D. in Economics, Research Institute for Fiscal Science of the Ministry of Finance
Certified Public Accountant (China)
Certified Practising Accountant (CPA Australia)
Research Areas：
Policy-based finance and national strategic investment and financing
Global financial risk management, asset allocation, and index innovation
He is also advancing the development of the "BNAI Index," focusing on industries and investment themes associated with China's development of new quality productive forces. Its construction involves selecting 130 to 150 constituent stocks and developing an index-based investment framework that integrates the identification of industry trends, fundamental research, and quantitative evaluation. The index has achieved average annual outperformance of more than 15% relative to the CSI 300 Index.
Teaching Areas：
1. Macroeconomic Developments and Financial Markets: China and the World
2. Corporate Investment and Financing Strategies and Capital Operations
3. Special Topics in Local Government Debt Resolution
4. China's Registration-Based IPO Regime and Domestic and Overseas Listings
5. Asset Allocation-Based All-Weather Portfolio Strategies
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