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.

Raymond was appointed Global Head, Private Bank and Affluent Clients in July 2021. In April 2024, he assumed additional responsibility for Wealth and Retail Banking (WRB), Greater China and North Asia. In July 2026, his remit was further expanded to include SME Banking.

His banking career spans over 30 years, during which he has held various senior leadership positions in Asia with extensive regional and country responsibilities. He has deep experience in global Private and Affluent Banking, serving clients across the wealth continuum.

Raymond joined from UBS AG, where he most recently served as Singapore Private Banking Location CEO, based in Singapore. During his nearly 10 years at UBS, he held various senior roles, including Head of Ultra High Net Worth Southeast Asia, Head of Sales for Asia Pacific, and Head of North Asia, Japan and Indonesia. 

Before UBS, Raymond was with The Carlyle Group, focused on leveraged buyouts and special situations in North Asia. He was instrumental in successfully rebuilding and subsequently exiting several portfolio companies in banking and finance across North Asia. He began his career at Citibank NA in 1994 as a Global Management Associate in the consumer banking franchise. 

A graduate and alumni of Harvard Business School and Indiana University School of Business, he has worked and lived in Hong Kong, Taiwan, Thailand and Singapore. Over the past decade, Raymond has served on several philanthropic boards and currently supports the Standard Chartered Foundation (UK) and the Cultural Philanthropy Matching Fund of the Government of Singapore.

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).

Ms Carol Wu is the Managing Director and Head of Private Banking, North Asia at DBS Bank (Hong Kong) Limited, and is responsible for managing and developing DBS’ private banking business in Hong Kong, Macau, Mainland China and Taiwan.

Under her leadership, DBS Hong Kong’s Private Bank achieved its highest Client Satisfaction Survey results in the history of the bank’s survey in 2022. Carol has also received the Guangdong-HK-Macao Greater Bay Area Outstanding Young Entrepreneur Award—Best Commercial Service Provider, awarded by the Guangdong-HK-Macao Bay Area Entrepreneurs Union in 2022 for her role in driving business growth.

Since joining DBS in 2007, Carol has established a strong track record of success in her different roles. As CEO of Vickers Hong Kong and Head of Research – Hong Kong, DBS ranked among the top 3 banks in the coverage of property, small- and mid-cap, and telecommunication services in the Asiamoney Brokers Poll for six consecutive years (2015 - 2021). Carol was also recognised as the No. 1 Best Regional Real Estate Analyst for both the Asia (ex-Japan) region and Hong Kong in the Asiamoney Brokers Poll in 2016.

Prior to DBS, Carol served as a strategist for LaSalle Investment Management, where she oversaw and led the investment strategy for a property fund under Jones Lang LaSalle.

Carol has an MBA from the University of Texas in Austin and a B.A. in International Relations from the National Taiwan University.

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.

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 the Fuqua School of Business East Asia Regional Advisory Board at Duke University, the Executive Committee of the Private Wealth Management Association in Hong Kong, and the Advisory Committee for the Wealth Management Academy at the University of Hong Kong (HKU) Business School.

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.

Mathieu is currently global head and Asia Pacific head of alternatives, in HSBC’s global private banking and wealth division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, real estate funds and other private investment opportunities to HSBC’s private banking and wealth customers.

Prior to joining HSBC, Mathieu set up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds.

Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in private equity funds. In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the wealth management private markets distribution team and the institutional investments group for APAC.

Patrick Ho is the Chief Investment Officer, North Asia at HSBC Private Bank and Premier Wealth. He serves as a member of the Asia Regional Investment Committee, which formulates investment strategies and identify investment solutions for the region. His primary responsibilities also involve driving thematic investment offering across all asset classes for private bank and wealth management clients in the region.

Mr. Ho is in charge of the investment strategy team in Hong Kong and manages the investment process of Asia advisory model portfolio that incorporates the core-satellite and thematic investment approaches.

Mr. Ho joined HSBC in 2017. Prior to that, he was Director for Greater China Equity Research at Credit Suisse Private Bank in 2016-2017 and Head of Thematic Research APAC and Deputy Head of Equity APAC at UBS Wealth Management in 2006-2016. He also held senior equity research roles at Bear Stearns, BNP Paribas and other brokers.

Mr. Ho earned his Master of Philosophy (Economics) and Bachelor of Social Science (Economics) from the Chinese University of Hong Kong. He is a Chartered Financial Analyst.

Samuel joined Wellington Management in October 2018 and is responsible for expanding and developing the firm’s wealth business across the region, with a focus on Greater China. He is based in Hong Kong.

Prior to joining Wellington, Samuel was with AXA Investment Managers from 2013 to 2018, where he served as the fund distribution sales director for Asia. In this role, he led a team responsible for strengthening and developing AXA IM’s distribution channels across Hong Kong, Taiwan, Thailand, Malaysia, and the Philippines, covering both private banking and retail wholesale segments.

Prior to this, Samuel joined Value Partners Group in 2007 as a senior sales manager in fund distribution, following positions in sales and client servicing at HSBC Global Asset Management and Invesco.

Samuel is a Hong Kong native and holds a bachelor’s degree in economics and finance from the University of Hong Kong (HKU). He is also a CFA charter holder.

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.

Andrew Jackson joined Vontobel in January 2024. He is Head Investments and Head Fixed Income Boutique.

Prior to joining Vontobel, he was Head of Fixed Income at Credit Suisse Asset Management. Other key positions include Head of Fixed Income and Multi Asset at Federated Hermes International, and Chief Investment Officer at Cairn Capital.

Andrew holds a Bachelor’s degree in Mathematics from King’s College London.

Gunther Jost is the Head GWM Alternatives Specialists and Regional Head APAC, Unified Global Alternatives at UBS. He has around 25 years of experience in the financial industry with focus on advising both institutional and private investors on Alternative Investments. Before joining UBS, Gunther was Head of Sales & Marketing and a member of the Management Committee at SAIL Advisors, a Hong Kong-headquartered Fund of Hedge Funds. Prior to that, he was a Senior Product Specialist for Alternative Investments at Union Alternative Assets, a subsidiary of German Asset Manager Union Investment, where he advised institutional investors on investments in Hedge Funds, Private Equity and Structured Credit. Previously Gunther worked as an Investment Consultant for high net worth individuals for the Private Banking Division of Deutsche Bank. He started his career at SGZ-Bank in Frankfurt/Germany. Gunther holds a Master's degree in Business Administration (Diplom-Kaufmann) from the University of Passau/Germany, and is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

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.

April joined Insight (a BNY Investments firm) in September 2008 and leads the Fixed Income Investment Specialist Team. April joined Insight from F&C Investments where she was a portfolio manager responsible for managing UK, US and global government bond portfolios.

Prior to this, she was in government bond and derivative sales at Lehman Brothers. April began her career as a government bond portfolio manager at Newton Investment Management. April graduated with a BA in Economics from Mount Holyoke College, Massachusetts, United States and an MBA from City University Business School in London. She is also an Associate of the CFA Society of the UK.

Stefan leads the Wealth & Premier Solutions team for HSBC in Asia to deliver best-in class wealth products, platforms and propositions to Private Banking and Premier clients. Stefan oversees the creation and delivery of our investment views, discretionary and advisory mandates, capital markets products, traditional and alternative funds in Asia. He also leads the Advisory proposition globally for HSBC.

Before joining HSBC in October 2021, Stefan held a number of key product and investment roles within Wealth Management and Asset Management at UBS for close to 20 years. As Head CIO Global Investment Management, Asia Pacific, Stefan had end-to-end responsibility for the Investment Management functions within Wealth Management.

Stefan lives in Hong Kong. He holds a Master of History and Political Science from the University of Zurich and a MBA from Columbia Business school.

Jonathan Liang is the Bank’s Chief Investment Officer, Fixed Income and FX. He is a member of the Global Investment Committee and leads a team of fixed income and FX investment strategists to develop CIO office’s views about debt and currency markets across the Affluent segment globally.

Jonathan brings over 25 years of experience in the investment industry. He joined the Bank from JP Morgan Asset Management (JPMAM), where he was a Managing Director and functioned as the Head of the Global Fixed Income, Currency and Commodities Group’s Investment Specialists in Asia Pacific ex-Japan. Jonathan and his team advised institutions, private banks, fintech platforms and ultra high net worth family offices across the region on JPMAM’s fixed income and FX investment strategies and views. Prior to that, Jonathan was a Managing Director and Senior Investment Strategist at asset manager AllianceBernstein LP in New York and Hong Kong. He has also worked in investment strategist roles in other asset managers including Allianz Global Investors, Jennison Associates, and Value Partners. He has regularly appeared in media outlets like Bloomberg TV, CNBC, and has been a speaker at many investment conferences.

Jonathan is from Hong Kong, studied in the US and worked in New York for over a decade before relocating back to Asia. He is a graduate of Boston University and is a CFA Charterholder. 

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.

Connie Sin is Head of Managed Investments for International Wealth Management. Joining Nomura in 2024, she is responsible for leading and developing strategies for the managed funds business across the region by balancing innovative product offerings with strong advisory services. She also brings a client-focused approach to alternative investments.

Connie has been in the wealth management and asset management industries for two decades, with experiences as fund advisor and investment director. Prior to joining Nomura, Connie held a similar role as Head of Managed Investments with Standard Chartered in Hong Kong, responsible for the managed investments distribution business and overall strategy. Before that, Connie was an Executive Director in the fund advisory team at BNP Paribas Wealth Management. She has also worked at other financial institutions including Citibank, AIG Private Bank and CLSA.

Connie is a CFA charter holder and has a Master’s degree in China Business from The Hong Kong University of Science and Technology, and a Bachelor of Commerce from University of British Columbia, Canada.

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.

Professor Tang is the Managing Director and Chief Investment Officer (CIO) and Head of Discretionary Portfolio Management for Emerging Markets, in Deutsche Bank’s Private Bank. In this position, he is responsible for developing regional CIO strategies, enhancing client engagement, and providing actionable investment insights across emerging markets (APAC, Middle East, Latam). Concurrently, he holds the title of Head of Discretionary Portfolio Management (DPM) for Emerging Markets, where he is
responsible for the continued development and growth of the discretionary portfolio business in the region.

Prior to joining Deutsche Bank, Professor Tang worked at Goldman Sachs, where he was head of the Investment Strategy Group, head of the Portfolio Management Group, and head of the Portfolio Advisory Group for the Asset and Wealth Management Division in Asia, advising ultra-high-net-worth and institutional clients on strategic asset allocation, tactical investment strategies, and customized portfolio solutions.

Earlier in his career, Professor Tang worked at Credit Suisse, where he was head of the Greater China Research and the Chief China Strategist. He also worked as an investment strategist at Brevan Howard Asset Management, managing an emerging markets hedge fund.

Professor Tang has served as an Adjunct Professor in Finance for the University of Hong Kong Faculty of Business and Economics and has taught a variety of courses in behavioural finance, sustainable finance, financial markets, asset allocation and portfolio management. He also served as a master’s dissertation supervisor in sustainable finance at the University of Cambridge. Jacky earned a PhD in Economics from the Shanghai University of Finance and Economics and a master’s degree in Sustainability Leadership from the University of Cambridge.

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 the Chief Executive Officer of TPG Global Wealth Solutions, the private wealth investment business of TPG. He also serves as Chief Executive Officer and Chairman of the Board of TPG Private Equity Opportunities (T-POP), TPG’s evergreen private equity fund. Based in San Francisco, Jack previously served as Chief Financial Officer of TPG Inc., and was formerly the Co-Managing Partner of TPG Capital. 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. He currently serves on the board of directors of Viking Holdings, Ltd, a public company, and has previously served on the boards of several private companies, including J. Crew Group, Inc., Chino Holdings, Inc. and Chobani, and the non-profit board of Awaso Hope Foundation.

Chun-Lai (C.L.) Wu is the Head Asia Asset Allocation at Chief Investment Office, UBS Global Wealth Management. He is responsible for managing Asia and China onshore mandate strategies. He also researches customized long-term strategic allocation for institutional clients and family offices.

Before joining UBS, C.L. was a fund manager at Lombard Odier in SG and HK, managing global asset allocation funds and discretionary portfolios. Prior to that, he was a quantitative analyst at ING Investment Management in Hong Kong for its global equity quant funds and mandates. He also led the discretionary portfolio management and family office investment solution business in an offshore wealth management subsidiary of China Merchant Bank in Hong Kong.

Chun-Lai holds an MBA from University of Oxford, a Master in Financial Engineering from City University of Hong Kong, and a Bachelor in Computer Engineering from The Chinese University of Hong Kong.

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.

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.

Laurent brings close to 30 years of experience gained in Europe and Asia across the financial services industry, of which more than 20 years were in Crédit Agricole Corporate & Investment Bank (CIB).

His most recent role before coming onboard as Asia CEO of Indosuez in March 2025 was Head of International Trade and Transaction Banking for Asia-Pacific at Crédit Agricole CIB. Prior to that, he was Chief Executive Officer for Crédit Agricole CIB, Taipei Branch.

Laurent began his career in 1998 working for the Equity Brokerage Division of Société Générale in Japan before joining Crédit Agricole Group in 2002. He joined the Credit Derivatives teams in London in 2007, and later the Asia Loan Syndication team in Hong Kong in 2012.

Omar Shokur is Regional Head for Asia, Private Clients for Lombard Odier.

Omar oversees Lombard Odier’s private clients division in Asia, a strategic region for the Group, pursuing and strengthening Lombard Odier’s growth strategy in the region. Based in Singapore, Omar is a member of Lombard Odier’s Private Clients Executive Committee, reporting functionally to Frédéric Rochat, Managing Partner and Co-Head of the Private Clients Division. Prior to joining Lombard Odier, Omar was CEO, Asia for Indosuez Wealth Management, the global wealth management brand of the Credit Agricole Group. He has more than two decades of experience in wealth and investment management, as well as investment banking, with significant expertise with ultra-high-net-worth clients, external asset managers, and family office services.

Omar began his career at Credit Agricole Group where he also held various senior roles. He holds an MBA from IMD Business School and a Master’s in Engineering Mathematics from EPFL (École Polytechnique Fédérale de Lausanne), obtained in collaboration with the Massachusetts Institute of Technology (MIT).

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.

Thomas Rupf is an internationally accomplished banking industry executive and Head of Singapore Branch & Chief Investment Officer for Asia at VP Bank. In his role, he is responsible for the continued development of VP Bank’s business in Asia, and managing the trading desk in Asia. 

Thomas joined VP Bank Group in 2007 and brings with him more than 20 years of experience in the wealth management industry in Asia and Europe. He has worked in various fields within Trading, Investment Consulting, and Investment Advisory. Thomas is a CFA, CAIA, and FRM charterholder.  

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.

In 2010 Yves joined UBS Global Investment Management in Singapore as the Head of Investment Strategy in APAC. In his current role, as the Head of the Mandate Investment Team, he is responsible for the front-to-back investment process of discretionary mandates of UBS Global Wealth Management in Asia. His team manages SAA and TAA implementation, investment content selection, portfolio construction as well as a dedicated investment process for the largest discretionary UHNW and family office portfolios in the Region. In addition, he is responsible for UBS Global Wealth Management’s investment process governance across Asia, including domestic locations such as Japan, Australia, and China.

Yves Bogni joined UBS in 1995 and worked in various areas of the bank, including client advising, portfolio management, and futures & option trading. In 2004, Yves joined UBS Wealth Management Research in Zurich. As part of the Emerging Markets team, he was responsible for the Global Emerging Market Equity strategy. In 2006, he moved to the Singapore office where he began to manage the strategy for Asia excluding Japan for UBS Wealth Management Research.

Yves holds a degree in international management from the Northeastern University of Applied Sciences in Switzerland and a MSc in Wealth Management from the University of Rochester. He also studied finance at Ajou University in South Korea and is a CFA 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.

Chia Chia leads business development for Wellington’s Wealth business in Singapore. In this role, she is responsible for delivering the firm’s offerings to clients and driving the business strategy for the wealth channel, with an aim to grow and deepen partner relationships across Southeast Asia.

Prior to joining Wellington in 2025, Chia Chia was Head of Private Bank Distribution (2015-2025) at J.P. Morgan Asset Management in Singapore, managing client relationships in the Private Wealth segment. Prior to that she was Head of Wholesale Business Development (2009-2015) at NN Investment Partners, senior sales manager (2004-2009) in Prudential Asset Management and product analyst (2002-2004) in Hong Leong Finance.

Chia Chia holds a bachelor’s degree in Accountancy from Nanyang Technological University. 

Ajeet Choudhary is a Managing Director and the Asia Head of Cross-Asset Trading and Fixed Income Specialists at J.P. Morgan Private Bank. Ajeet relocated to Singapore in December 2022 after spending 10 years in J.P. Morgan’s Hong Kong office. 

Ajeet manages the Asia Trading, Credit Strategy and Discretionary Fixed Income teams. This includes the trading of fixed income, equities and spot FX. Ajeet’s team is responsible for delivering firm’s strategic and brokerage investment solutions to bank’s ultra-high net worth clients. With extensive experience across the trading desks, Ajeet’s teams aim to provide comprehensive advisory and execution capabilities for clients, along with syndicate distribution across equities and fixed income.

With 20 years of experience in the industry, Ajeet’s expertise spans different areas including debt securities investments, discretionary fixed income, structured products, FX & rates derivatives. Prior to joining J.P. Morgan in 2012, Ajeet has worked in Macquarie Bank, The World Bank, Merrill Lynch and ICICI Bank in sales, structuring and trading of debt securities and rates.

Ajeet holds PGDM (equivalent to MBA) from IIM Ahmedabad & B.Tech. (Mechanical Engg.) from IIT, Varanasi. He lives in Singapore with his wife and two children.

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.

Zach is a Managing Director with Stonepeak. Prior to joining Stonepeak, Zach was a member of the Energy group at Evercore, where he focused primarily on the midstream sector. Zach received a Bachelor of Science, summa cum laude, in Finance and Energy Policy from the Wharton School of Business at the University of Pennsylvania.

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.

Sylvain Huard is the Bank’s Head of Asset Allocation and has over 15 years of experience in financial markets. He leads the Asset Allocation team, which is responsible for developing cross-asset investment views, delivering asset allocation advisory solutions, and managing model portfolios for the Bank’s discretionary mandates as well as Private Banking and Affluent clients.

He also chairs the Global Alternative Investment Committee, which oversees the investment views of hedge funds and private market investments, and is a member of the Global Investment Committee, responsible for setting the Bank’s cross-asset investment views and portfolio positioning.

Prior to joining the Bank, Sylvain advised UHNW and Family Office clients at BNP Paribas Wealth Management Asia. Earlier in his career, he held roles as a Strategic Consultant within EY Singapore’s Wealth and Asset Management practice, an Investment Risk Manager at Amundi Asset Management in Hong Kong, and a Quantitative Portfolio Manager at Société Générale Alternative Investments.

Sylvain holds a master’s degree in engineering from the Léonard de Vinci School of Engineering in Paris.

Desmond Kuang is Chief Investment Officer for Private Bank and Premier Wealth in Asia. He is also a member of the Global Investment Committee and Asia Regional Investment Committee, and leads the development of regional investment strategies and themes across all asset classes for private banking and premier clients in the region, excluding Hong Kong.

Mr Kuang joined HSBC China in 2022 and served as Chief Investment Officer, China for HSBC Private Bank and Premier Wealth. Prior to that, he worked at Income Partners Asset Management, where he held a number of positions including its General Manager and Head of Investment in China and Portfolio Manager, responsible for the investment and research of fixed income, thematic equities and macro strategies. Before that, Mr. Kuang worked for HSBC (Hong Kong) as an Associate Director covering Chinese fixed income research, and for Goldman Sachs (Asia) as a senior analyst in Asian credits.

Mr Kuang was awarded "CIO of the Year" at the Asia Private Banker's China Wealth Awards in 2026.

Mr Kuang obtained his MPhil in Economics from the University of Cambridge and graduated with First Class Honours in BSc Economics from the London School of Economics and Political Science.

April joined Insight (a BNY Investments firm) in September 2008 and leads the Fixed Income Investment Specialist Team. April joined Insight from F&C Investments where she was a portfolio manager responsible for managing UK, US and global government bond portfolios.

Prior to this, she was in government bond and derivative sales at Lehman Brothers. April began her career as a government bond portfolio manager at Newton Investment Management. April graduated with a BA in Economics from Mount Holyoke College, Massachusetts, United States and an MBA from City University Business School in London. She is also an Associate of the CFA Society of the UK.

Amanda Lee is the Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, for Citi Global Wealth Investments. She is responsible for driving the Citi Discretionary and Mutual Funds business across all client segments in Asia Pacific. Amanda has over 25 years of experience within the financial industry. Prior to joining Citi, she spent over12 years at JPMorgan Private Bank where she held various senior roles including Head of Investment Marketing, Mutual Fund Specialist, Managed Fixed Income Specialist, and most recently, Asia Managed Solutions Specialist. Amanda began her career as an Investment Planner at Citibank before she became a Premiere Relationship Banker at HSBC Bank. Subsequently, she spent over 7 years at Eastspring Asset Management where she held various key roles including Head of Distribution Sales, Investment Marketing and Head of Regional Business Development. Amanda holds a Bachelor degree in Business with a double major in Economics and Finance from RMIT University in Melbourne.

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.

Royston Low is Managing Director, Private Assets Solutions, at Lombard Odier Investment Managers. He joined Lombard Odier in 2025 and is based in Singapore.

As part of Lombard Odier’s Global Strategic Alliance team, Royston leads and curates Lombard Odier’s platform to widen the scope of products and services in private assets for its ecosystem of Strategic Alliances. He is also involved in developing new business opportunities in emerging markets for private assets.

Prior to joining Lombard Odier, Royston was Head of Private Investments, Asia at BNP Paribas Wealth Management for close to 15 years, where he was responsible for the selection and marketing of private equity, real estate, infrastructure, and credit funds. He also held various roles at Bank of Singapore and TIF Ventures, specialising in private equity and venture capital investments. 

Royston graduated with a Master of Science degree from the National University of Singapore.

Stella Ma joined Vontobel in April 2021. She is Head Fixed Income APAC and Portfolio Manager within the Vontobel Fixed Income Boutique.

Prior to joining Vontobel, she worked at Julius Baer Investment Management from March 2016, where she set up a global high-yield bonds fund and was its lead manager. Before that, she was a portfolio manager and credit analyst at Bluecrest Capital Management in London. She was allocated capital to run a credit long/short portfolio within the firm’s multi-strategy credit fund and became a Bluecrest Partner in 2010. Previously, she worked as a high-yield credit analyst at Morgan Stanley in London for three years. She started her career in fixed income in 2001 as a credit research analyst at ING Financial Markets.

Stella holds a Master of Science in Accounting and Finance from the London School of Economics and Political Science. She is also a CFA® charterholder.

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.

Thomas Roland Guyot is the Head of Private Markets Investment Specialists for SEA at UBS Global Wealth Management. Before joining UBS, Thomas worked as Head of Asia Pacific Private Equity Investments at CA Indosuez Wealth Management, the Wealth Management unit of the French Bank Credit Agricole. He oversaw primary, secondary and co-investment activities across Asia-Pacific covering Private Equity, Private Debt and Private Equity Real Estate. He was also responsible for business development activities and client advisory in Singapore office.

Prior to that, he was originating, assessing & monitoring Private Markets Funds across Europe and US based in Geneva at CA Indosuez Wealth Management. Thomas also had various corporate finance experiences as Leveraged Finance, Mergers & Acquisitions and Financial Auditor.

Thomas holds a Master of Science in Corporate Finance and Banking from EDHEC Business School, France.

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.

Kenneth Toh joined Indosuez Wealth Management as a Senior Fixed Income Advisor in 2020. In his role, he is in charge of fixed income related research, advisory, ideas and solutions generations for wealth managers and advisors in the Singapore branch.

Kenneth has over 27 years’ experience in financial services, spanning across sales, advisory and managerial roles in fixed income, equity derivatives and structured products, on both buy and sell sides. He began his career with BNP Wealth Management, where he spent over 5 years in equity and equity structured products in research, advisory and execution.

Post-BNP, he was at OCBC Securities advising HNW clients on equity derivatives and structured products. He also pioneered listed spread warrants on SGX-ST. Thereafter, at Maybank Investment Banking, he pioneered various products initiatives and spent over 13 years in concurrent managerial positions, as Head of Fixed Income and Head of Equity Derivatives & Structured Products. He was also the Head of the Private Clients (HNW) segment before moving to the sell side to pioneer and head the fixed income origination sales team at Mandiri Securities for over three years.

Kenneth holds an M.B.A. in Investment and Finance from Hull University in the United Kingdom, and a Bachelor of Administrative Studies from York University in Canada.

Jack Weingart is the Chief Executive Officer of TPG Global Wealth Solutions, the private wealth investment business of TPG. He also serves as Chief Executive Officer and Chairman of the Board of TPG Private Equity Opportunities (T-POP), TPG’s evergreen private equity fund. Based in San Francisco, Jack previously served as Chief Financial Officer of TPG Inc., and was formerly the Co-Managing Partner of TPG Capital. 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. He currently serves on the board of directors of Viking Holdings, Ltd, a public company, and has previously served on the boards of several private companies, including J. Crew Group, Inc., Chino Holdings, Inc. and Chobani, and the non-profit board of 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.