Amy Lo is Chairman, Global Wealth Management Asia, Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Managing Director at UBS. Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of Ultra High Net Worth and Global Family Office in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.

Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the Executive Committee of the Hong Kong Private Wealth Management Association (PWMA), and is a Board Member of the Hong Kong Financial Services Development Council (FSDC) and the Hong Kong Academy for Wealth Legacy. She is also a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau and an advisor of Our Hong Kong Foundation. She was previously a member of the Exchange Fund Advisory Committee – the Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority.

A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, and a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong. She is also a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children globally.

In recognition of her contribution to the wealth management industry, Amy was named Private Banker of the Year in the Asian Private Banker Awards for Distinction 2020 and 2023. She also received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in building UBS as a corporate citizen in Hong Kong. She was also named by a top-tier Chinese media, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in 2017.

Peter is a member of the executive committee for the global Private Bank, Standard Chartered Hong Kong, and Standard Chartered Asia, and the Private Wealth Management Association in Hong Kong. He is a seasoned private banker with close to 30 years of experience managing UHNW and family offices in Hong Kong and Mainland China. He honed his career building teams to grow the Private Wealth Management business in Morgan Stanley, covering UHNW/family office clients. After leaving Morgan Stanley in 2011, Peter joined UBS where he championed the ‘Billionaire’ coverage teams as the UHNW Region Head of Greater China. In 2016, Peter co-founded Lioncrest Global, a boutique investment and advisory firm focused on fund raising for startups. From 2020 to 2022, Peter was Regional Head of Greater China Region Private Bank and Treasures Private Clients at DBS Hong Kong, before joining Standard Chartered in August 2022.

Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 private banking professionals across key markets in Asia.

In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction.

Arnaud brings a multi-disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking.
Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was Head of Wealth Management, Singapore and Southeast Asia. He has held prior leadership roles as Regional Head of Corporate and Investment Banking, Northern & Central Europe and from 2006 to 2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013.

A Finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast.

Adeline Chien is Managing Director, Head of Wealth Management Hong Kong Domestic and South East Asia in Hong Kong at UBS Global Wealth Management. She is responsible for formulating business strategy, implementing business plan and overseeing the day-to-day operations of the Hong Kong Domestic market.

Adeline has been in the Private Banking industry since 1991. She joined UBS Wealth Management in 1995 as Client Advisor, then later as Desk Head in the Hong Kong team. She joined Goldman Sachs Private Wealth Management as Executive Director in 2004. She re-joined UBS Wealth Management during 2008 and 2010 as Cluster Head in the Ultra-High-Net-Worth team. Prior to re-joining UBS Wealth Management again as Country Team Head in 2014, she was Managing Director at EFG Bank (2010-2012) and Barclays Bank (2012 – 2014). She was appointed Regional Market Manager for Hong Kong Domestic team in March 2018. She became Head of Hong Kong Domestic in April 2019 and was appointed Head of Hong Kong Domestic and South East Asia in February 2020.

Adeline graduated in Finance at The Wharton School of University of Pennsylvania. She holds an EMBA from the University of Western Ontario, Richard Ivey School of Business. Adeline is fluent in English, Cantonese and Mandarin.

Kanas Chan is Head of Private Bank, North Asia and Hong Kong at HSBC.

Kanas sets and oversees the strategic direction of a team comprising over 300 coverage staff servicing the needs of ultra high net worth and high net worth clients in North Asia. She also supervises and leads the coverage teams to drive business, operational and regulatory objectives for the region.

Kanas has over 25 years of industry experience. She has been in her current role since April 2025. Prior to this, she was Head of North Asia for Deutsche Bank Wealth Management since 2017. From 2013-2016, Kanas was appointed as Head of Capital Markets APAC for Wealth Management, leading a team of 40 investment professionals in Hong Kong, Singapore and India. She joined Deutsche Bank in 2007 as Deputy Head of Fixed Income for Wealth Management APAC, responsible for advisory and execution functions for all fixed income products.

Before joining Deutsche Bank, Kanas was Fixed Income Specialist at Citi Private Bank after serving as Senior Investment Analyst focusing on credits and equity derivative products in DBS Private Bank where she started her career as a graduate trainee.

Kanas represents HSBC and acts as Executive Committee member in Private Wealth Management Association (PWMA) in HK. She holds a Bachelor Degree in Social Sciences (Economics and China Studies) from The University of Hong Kong. Kanas is also a CFA Charterholder and a member of The Hong Kong Society of Financial Analysts. She is also a Certified Private Wealth Professional (CPWP).

David Shick serves as Market Head Greater China Hong Kong and Branch Manager Hong Kong at Julius Baer, which he joined in 2016. As the country head for China based in Hong Kong, David is responsible for expanding the Bank’s business presence and client base across Greater China.

With more than three decades of experience in the financial industry, David possesses a wide range of professional and management expertise. Prior to Julius Baer, he spent eight years in leadership as Market Leader China & Taiwan at Credit Suisse’s private banking unit, building a successful franchise that covered China, including Taiwan.

David holds a Master of Business Administration from the Fuqua School of Business at Duke University, North Carolina, and a Bachelor of Business Administration from Simon Fraser University, British Columbia. He is a member of Duke University’s Fuqua School of Business East Asia Regional Advisory Board, and a member of the Executive Committee of the Private Wealth Management Association in Hong Kong.

Horace Yip is the Market Executive for Hong Kong, where he leads a team of highly experienced private banking professionals and oversees the growth of the firm's wealth management business in the region. In addition, he leads the Investment Advisory team, which provides professional investment coverage to clients across North Asia. Horace serves as the Chief Executive of Citicorp International Limited and is a member of the Bank's Hong Kong Operating Committee.

Prior to being appointed Market Executive for Hong Kong in February 2018, Horace was Team Head of the Hong Kong team, managing key client relationships, advising high-net-worth and ultra-high-net-worth families, and leading a dedicated group of relationship managers in delivering comprehensive wealth management solutions. Horace has more than 20 years of experience in the wealth management industry. He first joined Citi Private Bank in the late 1990s. Following tenures at Hang Seng Bank and Hang Seng Trustee, he returned to Citi in 2005 to cover Hong Kong clients and later expanded his coverage to the Thailand market. In 2007, he completed Citi Private Bank's Global Associate Program in New York.

Horace holds a Bachelor of Arts in Economics from the University of British Columbia, Canada. He also holds the Foundation Certificate in International Trust Management and the Diploma in Trustee Investment & Financial Appraisal from the Society of Trust and Estate Practitioners (STEP), the global professional association for trust and estate practitioners.

Horace serves on the Executive Committee of the Private Wealth Management Association (PWMA) of Hong Kong and previously served as its Vice Chairman. He is also Honorary Chairman of the Youth Committee of The Chinese Manufacturers' Association of Hong Kong (CMA) and actively supports a number of community and charitable initiatives. Horace is fluent in English, Cantonese, and Mandarin.

Christina Au-Yeung is Head of Investment Management Services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, marketing and distribution of managed solutions and advisory portfolio services.

Prior to joining Morgan Stanley PWM Asia in 2018, Christina was a Vice President at Bank J. Safra Sarasin Ltd, Hong Kong. Christina started her career as a Marketing Executive at Tiburon Partners LLP, London.

Christina read Anthropology and Law at the London School of Economics and Political Science, United Kingdom.

Jerry Baglien is a Managing Director, Real Estate Chief Financial Officer and Chief Operating Officer with Benefit Street Partners and is based in our New York office.

Prior to joining BSP in 2016, Mr. Baglien was director of fund finance for GTIS Partners LP, where he oversaw all finance and operations for GTIS funds. Previously, he was an accounting manager at iStar Inc. with oversight of loans and special investments.

Mr. Baglien received a graduate degree from DePaul University and a bachelor’s degree from the University of Oregon.

Andrew Bellis is the Global Head of the Private Credit business department, based in New York. He is a member of the Global Private Credit Investment Committee.  He has been with Partners Group since 2017 and has 27 years of industry experience. Prior to Partners Group, he served as a Partner for four years at 3i Credit Management Investments, part of 3i Group, and was responsible for their CLO and loan fund business. Andrew also held various roles at Bank of America Merrill Lynch, Credit Suisse and Dresdner Bank, including most recently serving as Global Head of CLOs at Credit Suisse. Andrew holds a master’s degree in physics from Imperial College London, UK

Sharon Chow (Hong Kong) joined KKR in 2022 and serves as the Head of North Asia for the Global Wealth Solutions team. Prior to joining KKR, Ms. Chow spent eight years in the wealth management space at UBS Wealth Management and HSBC Private Bank, where she held roles as hedge funds and alternative investments specialist, respectively. Prior to that, Ms. Chow held various institutional sales roles focusing across the alternative investments spectrum at CICC, Value Partners and Phoenix Property Investors. She started her career as a project manager at IBM in the San Francisco Bay Area. Ms. Chow holds a B.S. in Biological and Environmental Engineering from Cornell University.

Henry Chui is the Co-Head of Asia & Head of private wealth for Asia Pacific, based in Hong Kong where he co-leads Partners Group’s overall business strategy and client engagement activities in Asia with a focus on the private wealth business for the region. Henry is also the head of the Hong Kong office and is the chairperson of the board of Partners Group (Hong Kong) Private Limited. Henry has over 15 years of experience in the financial industry and prior to joining Partners Group, he built and led private wealth businesses for Nuveen and PIMCO and has worked at Invesco and Schroders earlier in his career. Henry holds a bachelors degree in finance and economics from the University of Toronto and holds the Chartered Financial Analyst designation.

Derby Chukwudi, Private Wealth Alternatives Advisor APAC at J.P. Morgan Asset Management in Asia Pacific, based in Hong Kong. Derby is responsible for distributing J.P. Morgan Asset Management’s Alternative Solutions for Private Wealth across APAC by collaborating closely with global investment teams and regional sales teams. She plays a pivotal role in driving the distribution strategy and enhancing client engagement within the Private Wealth segment which include private banks, wealth managers, platforms, consultants, and mass affluent channels.

Prior to her current role, Derby was part of the Global Investment Strategy team at J.P. Morgan U.S. Private Bank in New York. She was also an integral member of the New Jersey Private Bank team, where she provided investment solutions and advice to ultra-high net worth individual clients, endowments, foundations, and family offices. Derby has spent 7 years with the firm across APAC and NAMR including Hong Kong, New York, and New Jersey. She relocated to Hong Kong from New York in August 2024.

Derby holds a Bachelor of Science in Business Administration and a Bachelor of Arts in Economics from Berea College in the US.

As an investment director for MDT Advisers, a Federated Advisory Company, Scott Conlon is responsible for interaction with institutional clients and consultants, articulating the strategy, process, positioning and performance of Federated Hermes MDT’s quantitative equity strategies. He has more than 25 years of investment experience.

Prior to joining Federated Hermes in 2023, Scott was a Senior Equity Investment Specialist at Aberdeen, where he was responsible for advancing the growth of the firm’s equity investment capabilities. He also worked at State Street Global Advisors as Vice President and Portfolio Strategist, where he was responsible for driving all aspects of strategy positioning and market penetration for the firm’s quantitative equity strategies.

Scott earned his bachelor’s degree in Finance from Bentley College and master’s degree in Finance from Boston College. He is a CFA charterholder.

As Vice Chair, Scott contributes to the organization’s strategic initiatives and external affairs, focusing on representing the firm to clients, prospects, regulators, industry organizations, and other key stakeholders. He serves on the CEO Management Team, the Global Compensation & Talent Committee and previously served on the Operating Committee. In his role as Head of Global Wealth, he manages the firm’s global fund distribution and subadvisory partnerships. 

Scott relocated to London in August 2025 after two years in Boston leading Wellington’s Client Group. Prior to that, he led the APAC Client Group from Hong Kong and previously served as director of the western region at the San Francisco office within the Americas Institutional Group. 

Before joining Wellington Management in 2009, Scott held various positions at Goldman Sachs, including working in US equity research sales (1998 – 2007) and serving as president of Vantage Marketplace, a wholly owned subsidiary of Goldman Sachs (2008 – 2009). Earlier in his career, he was with Deutsche Bank, J.P. Morgan, and Genesis Merchant Group Securities. He holds an MBA from the Johnson Graduate School of Management at Cornell University and a BA, cum laude, from the University of Vermont.

Stephanie Hui is head of private and growth equity in Asia Pacific, head of Asia Pacific private investing and global co-head and co-chief investment officer of growth equity within Goldman Sachs Asset Management.

Stephanie initially joined Goldman Sachs in 1995 as an analyst. She worked in the Principal Investment Area in New York and then transferred to Hong Kong in 1997. Stephanie left Goldman Sachs in 1998 to attend graduate school, rejoined the firm as an associate in 2000 and became an executive director in 2003. She was named managing director in 2006 and partner in 2010.

Stephanie is a member of the global Board of Trustees of Asia Society. She also serves on the Board of Governors of the China Venture Capital and Private Equity Association, the Board of Directors of the Hong Kong Venture Capital and Private Equity Association, the Board of Directors of Save the Children Hong Kong and Honorary Trustees of The Women's Foundation.

Stephanie earned an AB in biology, summa cum laude, from Harvard College in 1995 and an MBA from Harvard Business School in 2000.

Brian Lam joined J.P. Morgan’s Private Equity Group in Hong Kong in 2021 where he focuses on private equity and venture capital managers, co-investments, and secondary investments across the Asia-Pacific region. Prior to joining the Private Equity Group, he was a Principal at CPP Investments, first with the Direct Private Equity team in Toronto and subsequently with the Private Equity Asia team in Hong Kong, where he originated, executed, and managed direct investments across the North American and Asia‑Pacific regions. He began his career in TD Securities’ Investment Banking division, advising clients in the Technology, Media and Telecom and Diversified Industries groups. Mr. Lam holds a BBA from Wilfrid Laurier University and currently serves on multiple private equity fund advisory committees.

Kevin Lo is a member of the Private Credit Business Development business unit, based in Hong Kong. He has been with Partners Group since 2025 and brings over 17 years of industry experience. Prior to Partners Group, he served as Head of Credit managing the public and private credit portfolios of The Hong Kong Jockey Club, one of the world's top 10 largest charitable donors. Prior to this role, he was a Portfolio Manager leading the US fixed income business at Russell Investments and a Senior Fixed Income Analytics Specialist on the Asian fixed income team at Fidelity International. He holds a Bachelor of Science in Economics from The Wharton School of the University of Pennsylvania.

Victor is a member of Pantheon’s Client Solutions team, where he leads Pantheon’s international private wealth team and a member of Pantheon’s European Investment team, where he focuses on private equity primary investments and co-investments and global evergreen portfolio management. Prior to joining Pantheon, Victor was a Director at HSBC Alternatives Ltd, where he worked on primary fund investments, secondaries and co-investments across private equity, private credit and impact. Before that, he spent three years at Access Capital Partners in Paris, having started his career in transaction services at Deloitte in Luxembourg. Victor holds a master’s degree in Corporate Finance from ESSCA in France and is based in Singapore.

Stuart Parker is head of Global Wealth for PGIM, a distributor of retail products globally for PGIM, which include mutual funds, separately managed accounts, exchange-traded funds (ETFs), alternative investments (Alts), defined-contribution (DC) solutions, and UCITS platforms. PGIM’s assets under management (AUM) in Global Wealth total $207 billion. PGIM is the global investment management business of Prudential Financial, Inc. (PFI). The PGIM Funds family is the eighth-fastest-growing U.S. mutual fund family in terms of organic AUM growth.

Stuart oversees 200 salespeople globally, with offices in the United Kingdom, Germany, Italy, Ireland, Switzerland, Netherlands, Hong Kong, and Singapore. He also has oversight of PGIM DC Solutions, focusing on the defined-contribution market; the Strategic Investment Research Group, providing due diligence oversight for third-party investment managers across Prudential platforms; and PGIM’s asset management businesses in India and its joint venture in China.

Before joining PGIM, Stuart spent 14 years at Citigroup Asset Management in a variety of roles related to distribution. He earned a bachelor’s degree in history from Rollins College and an M.B.A. from Thunderbird, The American Graduate School of International Management. He is on the executive committee and is the audit chair of the Investment Company Institute, is a member of the board of Rollins College, and is president and an interested director of PGIM Funds. Stuart resides in Darien, CT, with his wife and two children.

Martina is a Partner and co-Head of Hg's Capital Solutions Group, overseeing all fundraising related activities for the firm. She also leads Hg's private wealth strategy through Hg Wealth, the dedicated team providing investment opportunities to individual clients, their wealth advisors and family offices.

Martina is a member of Hg's Senior Leadership Team, sits on the Steering Committee for Orion and the Hg Fusion Allocation Board, and is a Trustee of The Hg Foundation.

Martina joined Hg in 2009 from Citigroup. During her 17 years at Hg, she has focused on clients and fundraising, and served as Deputy COO for close to three years until March 2022. Martina established Hg's Culture Committee in 2019.

Hg is today among the ten largest private equity firms globally (PEI 300, 2024-26), with a long track record and is highly regarded for its focus on growth, innovation and long-term investment strategies.

Johann Santer is a Senior Managing Director at Blue Owl and the Head of Private Wealth APAC. Johann is a member of the global Private Wealth Leadership Team and in his role, he focuses on the firm’s expansion of the Private Wealth business across Asia Pacific markets. Johann is responsible for fundraising, expanding strategic relationships, and identifying innovative solutions for high-net-worth clients and their advisors across the APAC region.

Johann has more than 20 years of experience in the asset management and private banking industry. Before joining Blue Owl, Johann was Fidelity International’s Regional Lead for Wholesale, alongside his role as Head of Private Banking, Wealth and Strategic Clients, APAC ex-Japan. During his tenure, Johann led the successful buildout of Fidelity International’s private banking and wealth franchise in the APAC regions, adding coverage of Hong Kong and Singapore Wholesale. Prior to that, Johann was Managing Director and Head of Investment Specialists, Funds Hong Kong, at Bank Julius Baer and before that he spent 10 years at a leading quant based Hedge Fund overseeing global fund distribution. He started his career at the Credit and Rating Department at the Central Bank of the Republic of Austria (OeNB).

Johann earned a combined master’s and bachelor's degree in Banking and Finance from the University of Applied Science BFI Vienna.

James Savastano is Head of Asia Pacific & Middle East at Lord Abbett, where he leads the firm’s regional growth strategy and plays a central role in delivering investment strategy and portfolio dialogue to institutional and private capital clients. He partners with sovereign wealth funds, pensions, insurers, endowments, private banks, and family offices to advise on portfolio construction, risk positioning, and long term capital deployment across public and private markets, with a particular focus on credit and alternative strategies.

Prior to this role, he led Lord Abbett’s institutional investment engagement in EMEA and previously worked at Lazard, advising institutional investors on portfolio strategy, asset allocation, and investment implementation. He holds a BA in Global Business, is a Chartered Financial Analyst® (CFA) charterholder, and is a member of CFA Society Singapore.

Omar Slim is Co-Head of Asia Fixed Income and Portfolio Manager, based in Singapore. He has been with the firm since 2013. In this role, he has oversight over the Asia Fixed Income team and capabilities as well as managing strategies invested in global and Asian credit, rates, and currency markets. Those strategies and his Asia Fixed Income team have been recognized as industry leading by several organizations. Mr. Slim is a member of the global emerging market fixed income leadership team, participating in the strategy development and execution as well as key investment forums. Mr. Slim is also the CEO of PineBridge Investments Singapore Limited.

Prior to joining MetLife Investment Management in 2013, Mr. Slim was a Senior Portfolio Manager within Asian Fixed Income at State Street Global Advisors (SSGA) in Singapore. He started there as a Credit Analyst for Global Active Fixed Income in Canada, before being promoted to Senior Portfolio Manager to manage a team investing in the North American credit markets. In his most recent Singapore-based SSGA role, Mr. Slim led the development of the Asian credit investment process in Asia, helped build up their credit coverage and managed local and hard currency Asian Fixed Income portfolios. He also participated in a number of government sponsored policy initiatives to develop and enhance the Asian bond markets. Mr. Slim started his career as a credit analyst at BNP Paribas Corporate & Investment Banking.

Mr. Slim holds a Master of Science in Finance from Boston College’s Carroll Graduate School of Management. He also attended the Investment Decisions and Behavioral Finance Executive Education program at the Harvard Kennedy School. Mr. Slim is a CFA Charterholder.

Yi Wang is the Chief Investment Officer/Deputy CEO at CSOP Asset Management Ltd. He oversees all ETF product investment activities including Equity ETFs, Leveraged and Inverse ETPs, Money Market Fund ETFs and Fixed Income ETFs. He also oversees the active Fixed Income portfolio management. He is the voting member within CSOP investment committee and deputy chairman of CSOP responsible investment committee. Prior Joining CSOP, Yi was in Redington LLP (London) focusing on UK and EU pension/insurance investment solution. He graduated from University College of London with a major in Mathematics and CASS Business School with master’s degree in Actuarial Science.

Jack Weingart is TPG’s Chief Financial Officer, based in San Francisco, and a member of TPG’s Executive Committee. He also serves as Chief Executive Officer of TPG Private Equity Opportunities (“T-POP”), TPG’s evergreen private equity strategy. Jack was formerly the Co-Managing Partner of TPG Capital, and between 2006 and 2017, he served as Managing Partner of the Funding Group, which comprised the firm’s Client and Capital Formation group and its capital markets activities. Prior to joining TPG in 2006, Jack was a Managing Director at Goldman, Sachs & Co., responsible for managing the firm’s West Coast leveraged finance and financial sponsor business. Jack earned a B.S. in Electrical Engineering and Computer Sciences from the University of California at Berkeley and has served on the Boards of Viking Holdings Ltd., J. Crew, Chobani and the Awaso Hope Foundation.

Celia Yan is Partner and Co-Head of APAC Credit and Hybrid at Apollo Global Management, where she co-leads the firm’s credit and hybrid investment platform across Asia Pacific, with responsibilities for origination, underwriting, deal management, and strategic expansion of the platform across private investment-grade (IG) credit, direct lending, opportunistic credit, structured equity, bespoke corporate solutions, and opportunities in liquid markets.

Prior to joining Apollo, Celia was Managing Director and Head of APAC Private Credit at BlackRock, where she led the firm’s private credit investing and platform development across Asia Pacific. She also served as Portfolio Manager for BlackRock’s APAC Private Credit funds, Chair of the Investment Committee, and a member of the Global Private Debt Executive Committee.

Before joining BlackRock, Celia was Managing Director and Head of Greater China at ADM Capital, where she invested in distressed opportunities, special situations, performing credit, and growth capital solutions across Greater China, Asia, and globally.

As alternatives director on Wellington's Private Investments Capital Formation Team, Xiaying leads capital formation and client coverage for our private investment strategies across the APAC region, partnering closely with business developers to identify new clients for our private investment capabilities, across both private equity and private credit. She is based in Singapore.

Xiaying was previously head of Singapore and principal within the Client Solutions Group at Hamilton Lane. Prior to that, she held various roles at BNP Paribas as an associate director in the Global Markets Institutional Solutions Sales Team, and in the Equity and Commodities Structuring Group.

Xiaying received an MS in finance and a BS in finance from San Diego State University. She also holds the Chartered Alternative Investment Analyst (CAIA) designation. She is a native Mandarin Chinese speaker and fluent in English and Spanish.

Adrian Zuercher is Co-Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee, which defines the UBS CIO house-view. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management, and product development. Adrian oversees regional discretionary and advisory mandates, investment and alternatives funds, sustainable investing, and the wealth planning offering.

Before joining UBS, Adrian was Head of Multi-Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in Hong Kong and Zurich, where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F. van Lanschot Bankiers. Adrian holds an MSc in finance and economics from the University of Bern and is a CFA charterholder.

Jin Yee Young is Co-Head UBS Global Wealth Management Asia Pacific with primary responsibility for Singapore, Southeast Asia and onshore locations. Additionally, Jin Yee also holds the role of Country Head UBS Singapore. In these roles, Jin Yee will continue to strengthen the strategic positioning of Singapore and Southeast Asia by increasing market share and delivering UBS’s growth strategy within Asia Pacific. Jin Yee has more than 25 years of experience in Asia’s wealth management industry, with a deep understanding of Asian markets and strong leadership skills garnered over the years.

Prior to joining UBS, Jin Yee Young was Managing Director and Head of the International Private Bank Asia Pacific at Deutsche Bank AG. Jin Yee has over 25 years of Wealth Management experience. She was with Credit Suisse for almost 20 years and her last role with Credit Suisse was Deputy Head of Wealth Management APAC, Head of Wealth Management Singapore, Deputy CEO Singapore and CEO for SymAsia Foundation. Prior to these roles, she held senior leadership positions including Market Group Head for Singapore, Malaysia and South Asia Switzerland and various leadership roles in markets such as Indonesia, Taiwan, China, Hong Kong and Japan. Before joining Credit Suisse, she was with DBS Private Bank and Citibank Singapore. Jin Yee holds a Bachelor of Arts and Social Sciences (Honors) from the National University of Singapore, majoring in Economics.

Lavanya Chari is Head of Wealth and Premier Solutions at HSBC International Wealth and Premier Banking, responsible for the products, platforms and propositions that make up a digitally-empowered and internationally-connected client offering. Lavanya leads teams for Wealth Solutions across markets from Chief Investment Office, Managed Solutions, Capital Markets, Advisory, Discretionary and Sustainable Investments to Lending, Trust, and Insurance as well as Retail products such as unsecured lending, mortgages and transaction banking.

Based in Singapore and a member of the International Wealth and Premier Banking Executive Committee, Lavanya joined HSBC in July 2020 and created a unified global products function the following year, well positioned to serve the diverse needs of Personal Banking, Premier, High Net Worth and Ultra High Net Worth clients, in a scalable and efficient way.

Lavanya is passionate about sustainable investing, particularly in helping clients make investment decisions that bring about positive and impactful environmental and social change. She is the sponsor of Gender Equity under the Diversity and Inclusion Forum, an employee resource group where colleagues are empowered and inspired to develop and progress in their careers. Lavanya is also a non-executive director at HSBC Global Asset Management.

Lavanya started her career at Deutsche Bank in London, spending 14 years in Global Markets in various product leadership roles before joining the private bank in 2016 and relocating to Singapore, where she ran products and solutions for Asia Pacific before assuming global responsibility.

Lavanya holds a BA in Aerospace Engineering from the Indian Institute of Technology in Madras, and an MBA from the Indian Institute of Management in Bangalore.

Jimmy has been Region Head Asia since 2016 and is a Member of the Global Wealth Management Committee. Prior to that, he spent 11 years at Credit Suisse, where he was most recently Market Group Head in Hong Kong. From 2009 to 2012, he was CEO Asia at Clariden Leu. Before that, he held senior positions at Deutsche Bank and other financial institutions in Asia. Jimmy holds a Bachelor of Business Administration with Honours. He serves on the Board of the Julius Baer Foundation and of SCB Julius Baer Securities Co. Ltd. (Thailand). He is also a Member of the Board of the Beijing International Wealth Management Institute.

Tommy Leung was appointed Head of HSBC Private Bank, South Asia, effective October 2023.

In this role, Leung leads HSBC Private Bank’s South Asia team to support the ambitions of entrepreneurs, ultra-high-net-worth individuals and their families across the region and globally, and drive growth and performance in South Asia markets where HSBC Private Bank is accelerating its expansion onshore, offshore and in international wealth corridors.

Leung brings more than two decades of private and investment banking experience at UBS, where he was most recently Managing Director, Co-Head of Global Family and Institutional Wealth, APAC for UBS Global Wealth Management. He has also served as Head of Active Portfolio Advisory, APAC for the private bank and Head of Credit Sales, APAC for the investment bank, among other senior positions.

Leung graduated from the University of Chicago with a degree in political science.

Jerry Baglien is a Managing Director, Real Estate Chief Financial Officer and Chief Operating Officer with Benefit Street Partners and is based in our New York office.

Prior to joining BSP in 2016, Mr. Baglien was director of fund finance for GTIS Partners LP, where he oversaw all finance and operations for GTIS funds. Previously, he was an accounting manager at iStar Inc. with oversight of loans and special investments.

Mr. Baglien received a graduate degree from DePaul University and a bachelor’s degree from the University of Oregon.

Andrew Bellis is the Global Head of the Private Credit business department, based in New York. He is a member of the Global Private Credit Investment Committee.  He has been with Partners Group since 2017 and has 27 years of industry experience. Prior to Partners Group, he served as a Partner for four years at 3i Credit Management Investments, part of 3i Group, and was responsible for their CLO and loan fund business. Andrew also held various roles at Bank of America Merrill Lynch, Credit Suisse and Dresdner Bank, including most recently serving as Global Head of CLOs at Credit Suisse. Andrew holds a master’s degree in physics from Imperial College London, UK

In this role, he leads the Bank's global strategy for advisory and managed investments, driving the expansion of personalised wealth solutions, advisory-led client engagement, and scalable investment capabilities across key markets. He is responsible for advancing the Bank's managed investments proposition and digital wealth platforms, helping deliver a seamless and differentiated wealth experience for clients worldwide.

Sumeet has played a pivotal role in building strategic partnerships and alliances that enhance client outcomes and unlock growth opportunities across some of the Bank's most dynamic markets. His focus on innovation, scalability, and client-centricity has contributed to the continued evolution of Standard Chartered's wealth franchise.

Over his 21-year career with Standard Chartered, Sumeet has held a range of global and regional leadership positions spanning ASEAN, South Asia, Europe, the Middle East, and Africa. Throughout his career, he has driven business growth, strengthened client engagement, expanded investment capabilities, and delivered improved commercial outcomes across multiple markets. Prior to joining Standard Chartered, he worked with ABN AMRO Bank and Alliance Capital Asset Management.

Sumeet holds the Chartered Financial Analyst (CFA) designation and a Master's degree in Finance from the University of Delhi. He also serves as a faculty member at Wealth Management Institute, Singapore. Outside work, he enjoys running and golf and is married with two children.

Mischa joined Standard Chartered Bank in June 2019. Based in Singapore, he is leading the alternative investments team overseeing hedge funds and private markets products. Prior to that, Mischa worked for DBS Bank and Societe Generale Private Banking where he held various positions in Asia and in Europe as product manager in the fund team, covering both traditional and non-traditional investments. He has more than 10 years of experience in the fund management industry. Mischa holds an MSc in finance and banking from the University Paris II Assas and is CAIA Charterholder.

Thomas is the Head of Retail & Wealth, South-East Asia & India at BNP Paribas Asset Management. He is responsible for growing BNP Paribas Asset Management’s footprint with wholesale clients across South-East Asia & India.

Thomas started his career with AXA in London on their graduate program. In 2019 with AXA, he relocated to Hong Kong where he spent seven years at AXA Investment Managers working in Finance, Strategy & Distribution roles. In June 2026 he relocated to Singapore in his new role as part of the integration between AXA Investment Managers and BNP Paribas Asset Management.

Thomas has a business degree from Loughborough University and is also a qualified Chartered Accountant with the Institute of Chartered Accountants in England and Wales.

Jean Chia is Bank of Singapore’s Global CIO, responsible for the CIO Investment Institute which covers multi-asset portfolios for wealth and asset management. Jean is responsible for Discretionary Portfolio Management (DPM), Funds Selection, Alternatives Investment and CIO Lab at Bank of Singapore. Jean is also Global Head of Investment & Wealth Solutions (a.i.) overseeing capital markets, customized solutions, family office & wealth advisory. 

Jean is a member of Bank of Singapore’s Global Management Committee and chairs the Bank’s Investment Committee and Sustainable Investment Governance Committee. She chairs the board of directors for BOS International Fund, Luxembourg and is part of the OCBC Wealth Panel. 

Jean has over 25 years of experience in Private Banking and Asset Management. She was previously Head, Equities Advisory & Sales, responsible for the equities and derivatives business at Bank of Singapore, and Head of Client Advisory Services, Investment Products & Services at UBS Wealth Management, Singapore. Prior to UBS, she was Vice President, Head of Grassroots Research at Allianz Dresdner Asset Management (now known as Allianz Global Investors). 

Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. She currently serves on the Development Advisory Board of St Hilda’s College, University of Oxford.

Jean holds a Sustainable Finance certification from Cambridge Institute of Sustainable Leadership (CISL). She is a Financial Women’s Association of Singapore (FWA) Female Champion and the Institute of Banking and Finance (IBF) Fellow for Private Banking and Wealth Management. Jean is a Director on the Board of Mandai Nature, the conservation arm established by Mandai Wildlife Group and Temasek.

As an investment director for MDT Advisers, a Federated Advisory Company, Scott Conlon is responsible for interaction with institutional clients and consultants, articulating the strategy, process, positioning and performance of Federated Hermes MDT’s quantitative equity strategies. He has more than 25 years of investment experience.

Prior to joining Federated Hermes in 2023, Scott was a Senior Equity Investment Specialist at Aberdeen, where he was responsible for advancing the growth of the firm’s equity investment capabilities. He also worked at State Street Global Advisors as Vice President and Portfolio Strategist, where he was responsible for driving all aspects of strategy positioning and market penetration for the firm’s quantitative equity strategies.

Scott earned his bachelor’s degree in Finance from Bentley College and master’s degree in Finance from Boston College. He is a CFA charterholder.

As Vice Chair, Scott contributes to the organization’s strategic initiatives and external affairs, focusing on representing the firm to clients, prospects, regulators, industry organizations, and other key stakeholders. He serves on the CEO Management Team, the Global Compensation & Talent Committee and previously served on the Operating Committee. In his role as Head of Global Wealth, he manages the firm’s global fund distribution and subadvisory partnerships. 

Scott relocated to London in August 2025 after two years in Boston leading Wellington’s Client Group. Prior to that, he led the APAC Client Group from Hong Kong and previously served as director of the western region at the San Francisco office within the Americas Institutional Group. 

Before joining Wellington Management in 2009, Scott held various positions at Goldman Sachs, including working in US equity research sales (1998 – 2007) and serving as president of Vantage Marketplace, a wholly owned subsidiary of Goldman Sachs (2008 – 2009). Earlier in his career, he was with Deutsche Bank, J.P. Morgan, and Genesis Merchant Group Securities. He holds an MBA from the Johnson Graduate School of Management at Cornell University and a BA, cum laude, from the University of Vermont.

Ching Wei Goh, Private Wealth Alternatives South Asia Advisor at J.P. Morgan Asset Management in Asia Pacific, based in Singapore. Ching Wei is responsible for driving the growth of J.P. Morgan Asset Management’s Private Wealth Alternatives business across South Asia, partnering closely with private banks, wealth managers and investment professionals to expand the firm’s alternative investment solutions across Singapore, Southeast Asia, Australia and New Zealand.

Prior to her current role, Ching Wei led strategic client relationships at iCapital across both wealth managers and asset managers throughout APAC, helping clients adopt and scale private market investment solutions. She previously spent time at J.P. Morgan Private Bank, advising high-net-worth and ultra-high-net-worth clients on holistic wealth management.

Ching Wei holds a Bachelor of Business Administration (Finance) from the National University of Singapore.

Ron is head of Private Wealth Management and co-head of the Client Solutions Group within Goldman Sachs Asset Management in Asia Pacific. He is a member of the Asia Pacific Management Committee. Ron was previously in the Investment Banking Division from 2001 to 2011, where his responsibilities included head of the investment banking business in Hong Kong, head of the financial sponsors practice and co-head of the Industrials Group. He joined Goldman Sachs in 1998 in the Fixed Income, Currency and Commodities Division and was named managing director in 2003 and partner in 2006.

Prior to joining the firm, Ron worked in the Corporate Finance and Capital Markets Departments at JPMorgan in New York, Tokyo, Singapore and Hong Kong.

Ron earned a BA in History and Literature from Harvard College.

Kevin Lo is a member of the Private Credit Business Development business unit, based in Hong Kong. He has been with Partners Group since 2025 and brings over 17 years of industry experience. Prior to Partners Group, he served as Head of Credit managing the public and private credit portfolios of The Hong Kong Jockey Club, one of the world's top 10 largest charitable donors. Prior to this role, he was a Portfolio Manager leading the US fixed income business at Russell Investments and a Senior Fixed Income Analytics Specialist on the Asian fixed income team at Fidelity International. He holds a Bachelor of Science in Economics from The Wharton School of the University of Pennsylvania.

Victor is a member of Pantheon’s Client Solutions team, where he leads Pantheon’s international private wealth team and a member of Pantheon’s European Investment team, where he focuses on private equity primary investments and co-investments and global evergreen portfolio management. Prior to joining Pantheon, Victor was a Director at HSBC Alternatives Ltd, where he worked on primary fund investments, secondaries and co-investments across private equity, private credit and impact. Before that, he spent three years at Access Capital Partners in Paris, having started his career in transaction services at Deloitte in Luxembourg. Victor holds a master’s degree in Corporate Finance from ESSCA in France and is based in Singapore.

James is the Head of Global Aggregate and Absolute Return team at BNP Paribas Asset Management and is responsible for performance, growth and development of global aggregate and global sovereign bond portfolios which are benchmark managed, as well as total and absolute return strategies.

James joined BNP Paribas Asset Management in November 2021 and is based in London. Prior to his current role, James was Head of Rates and managed the AIMS Fixed Income and Target Return funds for Aviva Investors. Prior to that, James worked at Henderson Global Investors as Head of Rates.

James has over 20 years of investment experience. He holds an MSc in Economics from the University of Bristol and is a CFA charterholder.

Stuart Parker is head of Global Wealth for PGIM, a distributor of retail products globally for PGIM, which include mutual funds, separately managed accounts, exchange-traded funds (ETFs), alternative investments (Alts), defined-contribution (DC) solutions, and UCITS platforms. PGIM’s assets under management (AUM) in Global Wealth total $207 billion. PGIM is the global investment management business of Prudential Financial, Inc. (PFI). The PGIM Funds family is the eighth-fastest-growing U.S. mutual fund family in terms of organic AUM growth.

Stuart oversees 200 salespeople globally, with offices in the United Kingdom, Germany, Italy, Ireland, Switzerland, Netherlands, Hong Kong, and Singapore. He also has oversight of PGIM DC Solutions, focusing on the defined-contribution market; the Strategic Investment Research Group, providing due diligence oversight for third-party investment managers across Prudential platforms; and PGIM’s asset management businesses in India and its joint venture in China.

Before joining PGIM, Stuart spent 14 years at Citigroup Asset Management in a variety of roles related to distribution. He earned a bachelor’s degree in history from Rollins College and an M.B.A. from Thunderbird, The American Graduate School of International Management. He is on the executive committee and is the audit chair of the Investment Company Institute, is a member of the board of Rollins College, and is president and an interested director of PGIM Funds. Stuart resides in Darien, CT, with his wife and two children.

Johann Santer is a Senior Managing Director at Blue Owl and the Head of Private Wealth APAC. Johann is a member of the global Private Wealth Leadership Team and in his role, he focuses on the firm’s expansion of the Private Wealth business across Asia Pacific markets. Johann is responsible for fundraising, expanding strategic relationships, and identifying innovative solutions for high-net-worth clients and their advisors across the APAC region.

Johann has more than 20 years of experience in the asset management and private banking industry. Before joining Blue Owl, Johann was Fidelity International’s Regional Lead for Wholesale, alongside his role as Head of Private Banking, Wealth and Strategic Clients, APAC ex-Japan. During his tenure, Johann led the successful buildout of Fidelity International’s private banking and wealth franchise in the APAC regions, adding coverage of Hong Kong and Singapore Wholesale. Prior to that, Johann was Managing Director and Head of Investment Specialists, Funds Hong Kong, at Bank Julius Baer and before that he spent 10 years at a leading quant based Hedge Fund overseeing global fund distribution. He started his career at the Credit and Rating Department at the Central Bank of the Republic of Austria (OeNB).

Johann earned a combined master’s and bachelor's degree in Banking and Finance from the University of Applied Science BFI Vienna.

James Savastano is Head of Asia Pacific & Middle East at Lord Abbett, where he leads the firm’s regional growth strategy and plays a central role in delivering investment strategy and portfolio dialogue to institutional and private capital clients. He partners with sovereign wealth funds, pensions, insurers, endowments, private banks, and family offices to advise on portfolio construction, risk positioning, and long term capital deployment across public and private markets, with a particular focus on credit and alternative strategies.

Prior to this role, he led Lord Abbett’s institutional investment engagement in EMEA and previously worked at Lazard, advising institutional investors on portfolio strategy, asset allocation, and investment implementation. He holds a BA in Global Business, is a Chartered Financial Analyst® (CFA) charterholder, and is a member of CFA Society Singapore.

Omar Slim is Co-Head of Asia Fixed Income and Portfolio Manager, based in Singapore. He has been with the firm since 2013. In this role, he has oversight over the Asia Fixed Income team and capabilities as well as managing strategies invested in global and Asian credit, rates, and currency markets. Those strategies and his Asia Fixed Income team have been recognized as industry leading by several organizations. Mr. Slim is a member of the global emerging market fixed income leadership team, participating in the strategy development and execution as well as key investment forums. Mr. Slim is also the CEO of PineBridge Investments Singapore Limited.

Prior to joining MetLife Investment Management in 2013, Mr. Slim was a Senior Portfolio Manager within Asian Fixed Income at State Street Global Advisors (SSGA) in Singapore. He started there as a Credit Analyst for Global Active Fixed Income in Canada, before being promoted to Senior Portfolio Manager to manage a team investing in the North American credit markets. In his most recent Singapore-based SSGA role, Mr. Slim led the development of the Asian credit investment process in Asia, helped build up their credit coverage and managed local and hard currency Asian Fixed Income portfolios. He also participated in a number of government sponsored policy initiatives to develop and enhance the Asian bond markets. Mr. Slim started his career as a credit analyst at BNP Paribas Corporate & Investment Banking.

Mr. Slim holds a Master of Science in Finance from Boston College’s Carroll Graduate School of Management. He also attended the Investment Decisions and Behavioral Finance Executive Education program at the Harvard Kennedy School. Mr. Slim is a CFA Charterholder.

Jack Weingart is TPG’s Chief Financial Officer, based in San Francisco, and a member of TPG’s Executive Committee. He also serves as Chief Executive Officer of TPG Private Equity Opportunities (“T-POP”), TPG’s evergreen private equity strategy. Jack was formerly the Co-Managing Partner of TPG Capital, and between 2006 and 2017, he served as Managing Partner of the Funding Group, which comprised the firm’s Client and Capital Formation group and its capital markets activities. Prior to joining TPG in 2006, Jack was a Managing Director at Goldman, Sachs & Co., responsible for managing the firm’s West Coast leveraged finance and financial sponsor business. Jack earned a B.S. in Electrical Engineering and Computer Sciences from the University of California at Berkeley and has served on the Boards of Viking Holdings Ltd., J. Crew, Chobani and the Awaso Hope Foundation.

Sunnie Yun is the head of Private Wealth business for Southeast Asia and Korea, and joined Partners Group Singapore in 2024. Previously, she was at PIMCO managing the firm’s relationships with global and regional private banks and family offices in Southeast Asia. Prior to moving to Singapore in 2017, she was based in New York with the global wealth management group. In addition, she was with Goldman Sachs and Bank of America Merrill Lynch. She holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree in economics from Korea University. She served on the board of executive committee of CAIA Singapore Chapter. She is a CFA and CAIA Charterholder.

As alternatives director on Wellington's Private Investments Capital Formation Team, Xiaying leads capital formation and client coverage for our private investment strategies across the APAC region, partnering closely with business developers to identify new clients for our private investment capabilities, across both private equity and private credit. She is based in Singapore.

Xiaying was previously head of Singapore and principal within the Client Solutions Group at Hamilton Lane. Prior to that, she held various roles at BNP Paribas as an associate director in the Global Markets Institutional Solutions Sales Team, and in the Equity and Commodities Structuring Group.

Xiaying received an MS in finance and a BS in finance from San Diego State University. She also holds the Chartered Alternative Investment Analyst (CAIA) designation. She is a native Mandarin Chinese speaker and fluent in English and Spanish.