Andrew Shale is the CEO and founder of Asian Private Banker, established in 2009.

He has over 35 years of business-to-business finance and financial media experience. In addition to a profound interest in media, this includes in-depth sales experience in equity brokerage and derivatives trading.

He is responsible for both the strategic direction and day-to-day operations of APB and for identifying and driving sustainable growth opportunities across the region for all business verticals.

A graduate in Modern Chinese from the University of Leeds, Andy has assisted in developing business for companies including: Global Sources Media, Euromoney, WI Carr, Indosuez, CLSA and Shanghai International Securities.

Prior to joining APB, he was the HK-based CEO of Euromoney Institutional Investor in Asia between 2002 and 2021. He spent 1988 to 2002 either writing for global newspapers – including the International Herald Tribune, the Sunday Times and the Independent – and magazines about business, finance and wealth management in Asia or setting up what would become Euromoney’s main competitors in the region. The latter included Finance Asia, Asian Investor, Financial Intelligence Asia, INSTO and Financial Technology Asia.

He has interviewed the heads of over 100 of Asia’s most prominent financial families in his 34-year media career in the region. His first job as a graduate trainee journalist at Euromoney in 1985 was to proof-read a keynote speech for Paramount Leader Deng Xiaoping in preparation for Euromoney’s 3,000-delegate “China Enters The Global Capital Markets” conference in the Great Hall of the People in Beijing. He made few changes.

Tony spearheaded the growth of Euromoney’s Asia conference business from three events per year when he joined in 2002 to more than 120 annual events by 2020. He specialized in building close partnerships with governments in the region – including those of China, Japan, India and Indonesia – to create enduring investment conferences introducing new capital, trade and investment flows to the region.

Tony graduated with a degree in Modern History from Oxford University in 1985.

Georgina Lok is the Head (Market Development) of the Hong Kong Monetary Authority (HKMA), responsible for formulating and implementing various initiatives to promote the development of Hong Kong's financial sector. Since joining the HKMA, Georgina has taken up responsibilities in different areas, including corporate development as well as international and regional cooperation. From 2017-2020, she was seconded to the International Monetary Fund, where she served as an Advisor to the Executive Director for China.

骆家珍女士现为香港金融管理局（金管局）市场发展处主管，负责制定及落实各项促进香港金融业发展的措施。自加入金管局以来，骆女士曾履行不同职务，包括在机构发展以及国际和区域合作方面的工作。于2017至2020年期间，骆女士被派驻到国际货币基金组织，担任中国执行董事顾问一职。

As CEO of Two Sigma Asia-Pacific, Kenny oversees Two Sigma in Asia with offices in Shanghai, Tokyo, and Hong Kong. Two Sigma is one of the world’s largest hedge funds and is known to be a pioneer in applying data science and advanced technologies to investment management. In addition to being CEO of Two Sigma Asia-Pacific, Kenny is also Chairman of Two Sigma China, the second largest global hedge fund in mainland China.

Prior to joining Two Sigma, Kenny was Group President of Noah Holdings Limited (NYSE: Noah), China’s largest independent wealth manager, where he advised on over USD 85 billion in allocation of assets for the nation’s high net worth individuals and leading institutions.

Before Noah, Kenny was Global Senior Partner of McKinsey & Company and a co-leader of its Asia Financial Institutional Practice serving leading financial institutions in 13 markets in Asia. Kenny was one of the fastest rising partners of McKinsey, elected as a global partner 6 years from his start as an analyst. At McKinsey, he advised governments and regulators on the transformation of financial hubs, including the creation of the Private Wealth Management Association and the positioning of Hong Kong as a wealth and asset management center. Kenny has a few public roles. He is Chairman of the Executive Board of the Wharton School in Asia and is Vice-Chairman of the Asia Pacific Council of The Nature Conservancy. He is a board member of two leading listed companies in Hong Kong - Smartone Telecommunications (Hong Kong’s leading telecommunications provider) and Sunevision (Hong Kong’s largest datacenter).

Kenny graduated with a finance degree from the Wharton School of the University of Pennsylvania and a law degree from Oxford University. He was the first ever Chinese to be awarded the Joseph Wharton Scholarship. He is a best selling published author in China with his recent book “Choices” reaching No.4 in e-book sales in China in 2023.

林国沣现任Two Sigma亚太区首席执行官，负责公司在亚洲的整体业务，办公室分布于上海、东京和香港。Two Sigma是全球领先的对冲基金之一，专注利用科学和先进科技用于投资管理、保险、证券及私募投资等业务。除亚太区首席执行官外，林先生还兼任Two Sigma 腾胜中国董事长。Two Sigma 腾胜中国是中国内地第二大全球对冲基金。

加入Two Sigma之前，林先生曾任诺亚控股有限公司（纽交所代码：Noah）集团总裁。诺亚是中国最大的独立财富管理公司，林先生曾为中国高净值人士和领先机构提供超过850亿美元的资产配置建议。

此前，林先生曾担任麦肯锡全球合伙人和麦肯锡亚洲金融机构的联合领导人，为亚洲13个市场的知名金融机构提供策略和运营的咨询和服务。

他也是麦肯锡亚洲有史以来晋升最快的全球合伙人，从分析师起步仅用六年时间成为全球合伙人。在麦肯锡期间，他曾为政府和监管机构提供金融中心转型咨询，包括推动设立私人财富管理公会（Private Wealth Management Association）以及将香港定位为财富和资产管理中心。

林先生活跃于亚洲商界并担任多项公共职务。他目前是宾夕法尼亚大学沃顿商学院亚洲董事会（Executive Board for Asia）主席，也是大自然保护协会亚太理事会副主席。此外，他担任两家香港知名上市公司的独立非执行董事：数码通电讯（香港领先的电信运营商）和新意网集团（香港最大的数据中心）。 林先生毕业于宾夕法尼亚大学沃顿商学院金融学士学位，并拥有牛津大学法律学院荣誉硕士和本科学位，更是首位获得约瑟夫·沃顿奖学金的中国人。

林先生也是在中国出版的畅销书作家，其著作《选择》在2023年曾登上中国电子书畅销榜第四位。

Zhihai Diao is Head of International Business of Wealth Management and Managing Director of CICC. Zhihai is the Manager in Charge (MIC) of the Key Business Line (KBL) for wealth management, and Responsible Officer (RO) in Dealing in Securities and Advising on Securities at CICC Hong Kong Securities Limited. He also is the MIC of the KBL for wealth management, and RO in Dealing in Securities, Advising on Securities and Asset Management at CICC Hong Kong Asset Management Limited.

With over 18 years of experience in wealth management and private banking, Zhihai has witnessed market cycles, navigated shifting global trends, and shaped CICC’s international wealth strategy. Zhihai has also won the Wealth Leader of the Year at Asian Private Banker’s 6th China Wealth Awards in 2023. Before re-joining CICC in October 2017, he was Vice President and Head of Sales and Operation of CMBI WM (China Merchants Bank International Capital Corporation Limited, Wealth Management Department) from May 2015 to Sep 2017. Between March 2008 and April 2015, he worked at CICC Wealth Management (Shenzhen), where he gained various experience as an investment consultant and in marketing and business operations for seven years.

Zhihai obtained his Bachelor’s degree in International Economics and Trade from Shenzhen University in 2007.

刁智海现任中金公司财富管理国际业务负责人、董事总经理 ；中金香港证券财富管理业务线的核心职能主 管（MIC）及1 号、4 号受监管业务持牌负责人（RO）；中金香港资管财富管理业务线的核心职能主管 （MIC）及1号、4号和9号牌受监管业务持牌负责人（RO） 。 

刁智海在财富管理和私人银行领域拥有超过18年的丰富经验，亲历了多个市场周期，成功应对了全球趋势 的变化，并主导了中金公司国际财富管理战略的制定。凭借卓越的领导力和行业贡献，刁智海在2023年 《亚洲私人银行家》中国财富奖评奖中荣获“年度最佳财富领袖”称号。 在2017年10月，重新加入中金公 司之前，2015 年 5 月至 2017 年 9月，刁智海先生在招银国际财富管理部（招商银行私人银行香港业务）任副总裁、销售主管和运营主管；2008 年 3 月至 2015 年 4 月在中金公司财富管理部（深圳）工作逾 7 年， 曾经负责运营管理、市场营销及投资顾问等工作。

刁智海于 2007 年毕业于深圳大学国际经济与贸易专业。

Having joined China International Capital Corporation (CICC) in August 2011, Kevin LIU is now a Managing Director at CICC Research. As the Chief Offshore China and Overseas Strategist, his main responsibility is to provide investors with portfolio and cross-asset, market, and sector allocation recommendations. He is a highly experienced specialist in top-down and comparative economic cycles in both China and global markets, particularly for the offshore Chinese market, as well as global fund flows.

In the Institutional Investors Best Analysts Ranking, Mr. LIU Gang ranked No.2 for both All China and China Mainland in 2017 and 2018 for Portfolio Strategy; No.3 for China Mainland in 2019; No.1 for All China and No.2 for China Mainland in 2020; No.1 for Thematic Research and No.2 for Portfolio Strategy for All China in 2021; No.1 for Portfolio Strategy and Thematic Research for All China in 2022; No.1 for Portfolio Strategy and Thematic Research for All China and China Mainland in 2023; No.1 for Strategy of Asiamoney China and China HK, and No.1 for Thematic Research of Asiamoney China HK in 2023.

Prior to CICC, He worked as a Quantitative Strategist at UBS in Hong Kong SAR. He obtained his master’s degrees from Cornell University and Tsinghua University.

刘刚先生于 2011 年 8 月加入中金公司，现任研究部董事总经理，首席海外与港股策略 分析师，负责市场策略和资产配置研究，研究方向涉及中国和海外市场与资产配置。擅长 自上而下和周期对比视角分析中国与海外市场。在宏观周期、市场比较、资产配置、港股市 场，外资结构和资金流向等方向具有丰富研究经验。 

刘刚先生多次获得外部权威分析师评选前列。在“II 机构投资者（Institutional Investor）” 评选中，于 2017、2018 连续两年获得策略研究大中华区整体和中国大陆地区两项第二名； 2019 年中国大陆地区策略研究第三名；2020 年大中华区整体第一名和中国大陆地区第二名； 2021 年策略研究整体第二名、主题研究整体第一名；2022 年策略与主题研究中国整体双项 第一名；2023 年策略与主题研究中国整体和大陆地区双项第一名。2023 年，获得亚洲货币 （Asiamoney）策略研究中国与中国香港两项第一名，主题研究中国香港第一名。 

加入中金公司前，刘刚先生在 UBS 瑞银香港从事策略研究工作。学历方面，分别在美 国 Cornell 大学和清华大学取得硕士学位。

Sean Pan is Managing Partner and Chief Investment Officer of Pan Capital, where he oversees all public markets investment activities across the firm’s Energy and Macro strategies. He is responsible for energy research, portfolio construction, and investment decisions, and plays a central role in shaping the firm’s investment philosophy and process.

In addition to his responsibilities in public markets, Sean sets the strategic direction for Pan Capital’s private markets platform, including its Upstream and Midstream energy investments, ensuring alignment across the firm’s liquid and real asset strategies.

Prior to founding Pan Capital, Sean was Head Natural Gas Trader at GDF Suez North America (now Engie), where he managed the firm’s natural gas and options portfolio from 2008 to 2013. He began his career at GDF Suez in 2006, focusing on forward commodity risk across LNG terminals and merchant generation assets.

Sean holds an MBA in Finance from Rice University and is a CFA Charterholder. He is also the founder of the Pan Family Global Foundation, which supports initiatives in the arts and promotes cross-cultural exchange.

潘琰先生是 Pan Capital 管理合伙人兼首席投资官，全面负责公司能源与宏观策略的公开市场投资业务，涵盖能源研究、投资组合构建及投资决策等核心环节。他在公司投资理念、研究框架和决策流程的建立与完善中发挥着关键作用。

除公开市场投资外，潘琰先生亦负责 Pan Capital 私募市场平台的战略规划，重点覆盖上游及中游能源领域投资，推动公司流动性资产与实物资产投资策略之间的协同与统一。

创立 Pan Capital 之前，潘琰先生曾任 GDF Suez North America（现 Engie）天然气交易主管，于 2008 年至 2013 年期间负责管理公司的天然气及期权投资组合。他于 2006 年加入 GDF Suez，早期主要从事 LNG 接收站及商业发电资产相关的远期商品风险管理工作。

潘琰先生拥有莱斯大学金融 MBA 学位，并为 CFA 特许金融分析师。潘琰先生亦是Pan Family Global Foundation的创始人。该基金会长期支持艺术事业的发展，并致力于推动中美文化之间的交流与互鉴。

Ellen Ng joined Warburg Pincus in 2005 and serves as a Managing Director and is Co-Head of Asia Real Estate. She is a member of the Executive Management Group and leads the firm’s real estate activities in Asia. Ellen currently serves on the boards of DNE Group, Princeton Digital Group, CREATER Group, Bohao Group, Golden Union Assets, Mofang Apartment, Sunsea Parking, Weave Living and StoreCool Logistics JV. She also serves as the Co-Head of Women@Warburg. Prior to joining Warburg Pincus, she worked at Merrill Lynch in the Investment Banking Division focusing on corporate finance transactions across Asia. Ellen received a BSc in Economics from The Wharton School at the University of Pennsylvania and is a CFA Charterholder.

Qing Wang is Chairman of Shanghai Chongyang Investment Management Company and CEO of Chongyang International Asset Management Company (Hong Kong).Chongyang Investment is one of the largest hedge funds in China with AUM US$4.5bn.

Before joining Chongyang Investment in early 2013, Dr. Wang was Managing Director and Deputy Head of Investment Banking Department at China International Capital Corporation (CICC) during 2011-13. Dr. Wang joined CICC from Morgan Stanley, where he was Morgan Stanley’s Managing Director and Chief Economist for Greater China during 2007-2011. Dr. Wang's economics team at Morgan Stanley was ranked No. 1 by Institutional Investors for two consecutive years in 2010-2011. Dr. Wang was the Head of Economics & Investment Strategy for Greater China at Bank of America during 2005-07. Prior to that, Dr. Wang spent six years (1999-2005) as an economist with the International Monetary Fund (IMF).

Dr. Wang holds a Ph.D. in economics from the University of Maryland at College Park, USA.

He also holds a B.A. in economics and an M.A. in macro-economic management from Renmin University of China.

王庆 现任上海重阳投资管理股份有限公司董事长、重阳国际（香港）资产管理有限公司 CEO。王博士于 2013 年初加入重阳投资。重阳投资是中国国内最大的私募证券投资基金之一, 管理资产规模逾百亿人民币。

2011-2013年，王庆担任中国国际金融有限公司董事总经理, 投资银行部执行负责人。
2007-2011 年，王庆担任摩根士丹利大中华区董事总经理, 首席经济学家。
2010-2011 年，王博士带领的摩根士丹利经济研究团队连续两年 被《机构投资者》杂志评选为亚洲区第一名。2007 年之前，任美国 银行担任大中华区经济研究和投资策略主管。1999-2005 年，他在国 际货币基金组织(IMF)任经济学家。

王博士拥有美国马里兰大学经济学博士学位，此前从中国人民大学获得经济学学士和宏观经济管理学硕士学位。

Martin has over 18 years of experience in private equity investing. Prior to joining BNP Paribas Wealth Management, Martin was a Director with Credit Suisse/UBS, where he was responsible for the sales and advisory of private equity funds and product onboarding. He was also previously with Noah HK Holdings, where he was responsible for product due diligence and selection. 

Prior to this, he was with SumiTrust as gatekeeper on the institutional side covering private equity investments for pension clients.

Philip is a Founding Member and Managing Director of Primavera Capital. He serves on the Leadership Committee, Investment Committees, Strategic Partnerships Committee, Portfolio Management Committee, Sustainability Committee, Operations Committee, Risk Committee, among others. His board experience spans both for-profit and non-profit organizations.

Prior to Primavera, he held positions in investment banking based in Hong Kong and in a hedge fund based in San Francisco. 

He holds a Bachelor of Science from Cornell University.

Primavera Capital is a global investment firm managing USD20 billion in assets, with 100 portfolio companies and 100 professionals across private equity, venture capital, and credit strategies.

Mr. Fang Yuan is the Founding Managing Partner of Starquest Capital, overseeing fund-of-funds investments,

fundraising, ESG and overall operations. Founded in 2017, the firm focuses on direct investments and fund-
of-funds in new economy sectors, with approximately RMB 8 billion under management. Under the

Mr.Fang’s leadership , Starquest Capital became the first Chinese fund-of- funds manger to win the UNPRI
Awards and the only Asian recipient of the “2019 Emerging Markets Initiative of the Year".
Previously, Mr. Fang served as Global Partner and Head of China at LGT Capital Partners for 12 years, where
he developed a rich international investment perspective and extensive cross-market experience.
In May 2025, Mr. Fang was appointed as a Member of the Listing Committee of Hong Kong Exchanges and
Clearing Limited (HKEX) and currently serves as a Member of the Equity Investment Expert Committee of the
China Banking and Insurance Regulatory Commission.
Mr. Fang holds a bachelor’s degree from Shanghai Jiao Tong University and serves as a Committee Member of
the Shanghai Jiao Tong University Foundation , and holds an MBA from INSEAD and an EMBA from Tsinghua
University. He has over 20 years of professional experience in financial services and he regularly lectures at
Tsinghua University, CEIBS and Hong Kong University.

方远先生为星界资本创始管理合伙人,全面负责股权母基金的投资、募资、ESG 等整体业务管理。星界资本成立于 2017 年,专注于新经济领域的直接投资与母基金投资,目前管理资产规模约人民币 80亿元。

在方先生的带领下,星界资本成为史上首个获得联合国责任投资年度奖项的中国母基金机构和
“2019 年新兴市场年度领袖”的唯一亚洲机构。

方先生曾任欧洲最大家族主权基金之一 LGT Capital Partners 全球合伙人和中国区总裁,任职 12 年,具备丰富的国际投资视野与跨市场实践经验。2025 年获任香港交易所上市委员会委员,现为中国银保监会股权投资专家委员会成员。

方先生本科毕业于上海交通大学管理学院,并受邀担任上海交通大学基金会特邀理事,持有 INSEAD商学院 MBA 和清华大学五道口金融学院 EMBA 学位,拥有 20 余年金融行业从业经验并在清华大学、中欧商学院和港大担任特邀主讲人。

Sammie Lau joined EQT Partners in September 2024 as a member of the Global Wealth Solutions APAC team, based in Hong Kong. In her role as a Director, she is responsible for overseeing direct client relationships and fundraising efforts across all EQT fund strategies and co-investments for private wealth channels.

Prior to joining EQT Partners, Sammie worked at iCapital, a US based financial technology company, for three years where she supported the growth of iCapital’s Asia business. Prior to that, she worked in the Private Credit and Private Equity Investment team at China Ping An Insurance Overseas (Holdings) Limited. Sammie started her career at the Debt Capital Markets team at Societe Generale Corporate & Investment Banking.

Sammie brings over 13 years of banking, investment and private wealth experience, and holds a Master’s Degree, majoring in Finance at Cass Business School and a Bachelor’s Degree from King’s College London.

刘心怡女士于2024年9月加入EQT Partners，担任亚太区全球财富管理团队成员，常驻香港。在此职位上，她负责统筹EQT所有基金策略及共同投资产品在私人财富渠道的客户关系管理与资金募集工作。

加入EQT前，刘女士曾在美国金融科技公司iCapital任职三年，期间协助拓展该公司亚洲业务。此前，她在中国平安保险海外（控股）有限公司私募信贷及私募股权投资团队工作。刘女士的职业生涯始于法国兴业银行企业与投资银行部的债务资本市场团队。

刘女士拥有超过13年银行业、投资及私人财富管理经验，持有伦敦卡斯商学院金融学硕士学位及伦敦国王学院学士学位。

Chris Pang is a Principal, Hedge Fund Portfolio Manager for HSBC Asset Management in the Asia Pacific. He was in the Hospital Authority Provident Fund Scheme where he was a Portfolio Manager managing a multi–asset fund–of–funds which included sourcing and manager selection in traditional and alternative asset classes, portfolio construction and monitoring of exposures and performance as well as writing regular investment thesis for the investment team and clients. Prior to that, he was an Associate Portfolio Manager at Schroders managing multi–asset fund–of–funds between 2014 and 2018. Chris started his career at UBS Investment Bank in London in 2011. Outside of work, he serves as an external advisor and mentor for the Business School of Hong Kong Baptist University and is a member of the China Committee of the British Chamber of Commerce in Hong Kong.

彭家健先生于汇丰投资管理担任对冲基金基金经理。 他曾在医院管理局公积金计划担任基金经理，工作包括配置其多元资产、筛选基金、建构投资组合、监察表现与风险及为投资团队和客户定期撰写投资报告。 在此之前，他于2014 年至2018 年间担任施罗德助理基金经理，管理其多元资产组合。 他于 2011 年在伦敦瑞银投资银行展开他的事业。工余外，他担任香港浸会大学工商管理学院导师，亦是香港英国商会中国委员会的成员。

Professor Winnie Qian Peng is Associate Professor in Business Practice of Finance, Director of Roger King Center for Asian Family Business and Family Office, Director of Thompson Center for Business Case Studies, and Co-Director of MSc in Family Office and Family Business program at The Hong Kong University of Science and Technology (HKUST). She is also Academic Advisor of Legacy Academy, Fellow and Head of Center of Excellence - Legacy at Respada (a global family office platform), Academic Advisor of Asia Institute of Art & Finance, Founding Committee Member of the Case Center of Association of Asia-Pacific Business Schools, and Instructor for PEVC training program of the Hong Kong Venture Capital Association.

Professor Peng also serves as an independent non-executive Director and a member of the Remuneration Committee of ARTA TechFin (a listed financial services company in Hong Kong). She is also a former Board Member of International Family Enterprise Research Academy (IFERA, the largest membership association of family business scholars in the world) and former Director for Education of Family Office Association Hong Kong.

Prof. Peng has 20 years’ extensive research and teaching experience in the areas of family business, family office, succession planning, impact investing, family philanthropy, etc. Her research articles have been published in academic journals as well as international and local media. She has written many case studies on Asian family businesses and family offices. Prof. Peng offers tailor-made family business and family office courses to HKUST students, family business owners and ultra-high-net-wealth individuals around the world. She is a frequent speaker at local and international conferences.

Professor Peng received her Bachelor’s degree in Accounting from Tsinghua University, and her PhD degree in Finance from HKUST. She is also a graduate of Harvard Business School Executive Education program “Private Equity and Venture Capital”.

Teaching and research interests: family business, family office, family governance, family philanthropy, impact investing, etc.

彭倩教授现为香港科技大学金融学系商业实践副教授、金乐琦亚洲家族企业与家族办公室研究中心主任、康信商业案例研究中心主任和家族办公室及家族企业理学硕士课程联合主任。她还担任传承学院学术顾问、全球家族办公室平台Respada卓越传承中心主管、亚洲艺术品金融商学院学术顾问、亚太商学院联盟案例中心创始委员，以及香港创业及私募投资协会的讲师。

彭教授亦为香港上市公司裕承科金有限公司的独立非执行董事及其薪酬委员会成员。她也是全球最大的家族企业学者会员协会国际家族企业研究院IFERA的前董事会委员和香港家族办公室协会的前教育总监。

彭教授二十年来一直专注于家族企业、家族办公室、家族财富管理，家族影响力投资以及家族慈善方面的研究与教学。彭教授的研究发表于学术期刊以及国际或本地报刊杂志，亦撰写多篇有关家族企业及家族办公室的教学研究案例。彭教授为香港科技大学学生以及世界各地的企业家和超高净值人群提供度身定制的家族企业以及家族办公室课程，并经常获邀担任本地及国际会议的演讲嘉宾。

彭教授获清华大学会计学本科学位、香港科技大学金融学博士学位和哈佛商学院“私募股权与风险投资”高管培训文凭。

教学与研究兴趣：家族企业、家族办公室、家族治理、家族慈善、影响力投资等。

Ms. Sara Chan is currently Executive General Manager, Private Banking, Personal & Business Banking Group, China CITIC Bank International Limited (CNCBI). She leads the development and execution of the Private Banking franchise, with a strong focus on UHNW client relationship management and cross-border wealth growth. Since joining CNCBI in 2019, she has led the team to establish and scale the China CITIC Bank (CNCB) referral business, which has grown significantly. She also launched CNCBI's Private Banking business in Singapore since 2023, expanding cross-border capabilities to support clients in diversifying their portfolios.

Ms. Chan has over 20 years of banking experience, including senior leadership roles in retail and wealth-driven environments. Previously, she was Executive Director, Head of East Region, Distribution Network, overseeing 15 branches under Standard Chartered Bank (HK) Limited, driving business performance and governance. She holds an Executive MBA from the Chinese University of Hong Kong, IIAC London certification (Investment Management & Advisory), and the AEPP (Associate Estate Planning Practitioner – Wealth Transfer & Succession). These credentials, combined with her strong hands-on leadership experience, enable her to balance strategic direction with effective execution in building and growing private banking businesses.

陈妙英女士现任中信银行(国际)个人及商业银行业务私人银行执行总经理，全面负责超高净值客户关系管理与跨境财富业务的战略发展。自2019年加入以来，她成功组建团队并推动中信银行香港转介业务规模显著增长，2023年更主导拓展新加坡私人银行业务以强化跨境资产配置服务。

陈女士拥有逾20年银行业经验，曾任职渣打银行(香港)东部区域总监，管理15家分行网络。她持有香港中文大学行政工商管理硕士、英国投资管理与咨询协会认证及遗产规划师资格，兼具战略视野与实战经验，擅长平衡私人银行业务的长期规划与落地执行。

Wendy Yuen is currently Head of Personal and Business Banking Group of China CITIC Bank International, leading the bank’s business growth and strategic development across Personal Banking, Private Banking as well as SME Banking.

Wendy has more than 20 years’ experience in the banking industry. She is a Chartered Financial Analyst (CFA), Fellow of The Institute of Public Accountants (FIPA), Fellow Financial Accountants (FFA), Certified Banker (CB) and an Associate Fintech Professional (CPFinT(A)) of The Hong Kong Institute of Bankers. Over the years, she has served a number of senior roles as in retail channel management, commercial banking development, overseas branch management and operations, securities and investment products management as well as market research and product development. Prior to joining China CITIC Bank International, she was Head of Retail Distribution, Hang Seng Bank Limited.

Moreover, Wendy currently serves a variety of public and community services. She is Member of the Communications Authority, Panel Member of Insurance Appeals Tribunal, Member of the Social Welfare Advisory Committee, Labour and Welfare Bureau, Member of Investment Advisory Boards of the Police Children’s Education Trust and Police Education and Welfare Trust. In addition, she is a General Committee Member of Federation of Hong Kong Industries, in which she has also been appointed as the Vice Chairman of GBA Think Tank, Member of the Finance and Human Resources Committee (FHRC), and Council Member of the Pearl River Delta Council. On the other hand, she is also Member of Honours Academy Board, the Hang Seng University of Hong Kong.

袁女士现任中信银行(国际)个人及商业银行业务总监，主管该行在个人银行、私人银行及中小企业银行领域的业务增长和战略发展。

袁女士拥有超过20年的银行业经验。她是特许金融分析师（CFA）、澳洲英国公共会计师公会资深会员（FIPA）、英国财务会计师协会资深会员（FFA）、⾹港銀⾏學會銀⾏專業會⼠注册银行家（CB）以及香港银行学会金融科技专业人士（CPFinT(A)）。多年来，她曾担任零售渠道管理、商业银行发展、海外分行管理及运营、证券及投资产品管理以及市场调研及产品开发等多个高级职位。加入中信银行(国际)之前，她曾任恒生银行有限公司零售分销主管。

此外，袁女士亦积极参与各项公共及社会服务活动。她是通讯事务管理局成员、保险上诉审裁处专家组成员、劳工及福利局社会福利咨询委员会委员、警察子女教育信托基金及警察教育福利信托基金投资咨询委员会成员。此外，她还是香港工业总会普通委员会委员理事，并获委任为大湾区智库副主席、财务及人力资源委员会委员及珠三角理事会理事。另一方面，她也是香港恒生大学荣誉学院董事会成员。

Ms. Zhu Liqun has over 30 years of dedicated experience in the financial industry. During her tenure in the banking sector,she held professional and managerial positions across multiple departments including International Business, Finance & Accounting, and Operations.

While working at the Wealth Management Department of China CITIC Financial Holdings Limited, she developed a service model for strategic clients and entrepreneur groups, and advanced full coverage of services for national-level "Specialized, Refined, Unique and Innovative" enterprises. She led the development of the CITIC Wealth brand, think tank and Wealth Plaza platform, and launched the market's first comprehensive solutions for CITIC non-performing assets. She has consistently improved and refined CITIC's comprehensive wealth management system.

朱立群女士专注于金融行业三十余年，在银行先后从事国际业务、财会、运营等多部门专业和管理工作。

在中国中信金融控股有限公司财富管理部任职期间，建立战略客户及企业家客群服务模式，推动国家级专精特新企业服务全覆盖工作，开展中信财富品牌建设、智库建设、财富广场平台建设等，完成中信特殊资产等综合解决方案的市场首发，不断建立健全中信大财富管理体系。

Mr. Tian Gan has 20 years of investment management experience. Joining ChinaAMC(HK) since its establishment in 2008, Mr. Gan had previously served as the Managing Director and the portfolio manager of the firm’s oldest equity absolute return strategy. Prior to joining ChinaAMC(HK), he was a Portfolio Manager at China Asset Management Co. Ltd, the parent company of ChinaAMC(HK), where Mr. Gan managed a Greater China equity absolute return strategy and the H-shares sub-portfolio of a QDII fund. From 2005 to 2008, Mr. Gan served as a Portfolio Manager in Guotai Junan Assets (Asia) Ltd, managed two open-ended China equity funds.

Mr. Gan holds a Master's degree in Finance and Investment Banking at the University of Reading. Mr. Gan also holds a Master's degree in Business Analysis and Finance from the University of Leicester. Mr. Gan attended Sichuan University, PRC where he received his Bachelor's degree in Architecture and Environment.

甘添先生拥有超过20年的投资管理经验。在2008年华夏基金（香港）有限公司成立之初加入，曾分别担任董事总经理及投资经理，并一直管理本公司成立最久的股票绝对收益策略。加入华夏基金（香港）之前，甘添先生曾任华夏基金（华夏基金（香港）之母公司）的投资经理，管理大中华股票绝对收益策略及一个QDII策略中的H股子组合。2005年至2008年间，甘添先生于国泰君安资产管理（亚洲）有限公司担任投资经理，全权负责两个离岸开放式中国基金。

甘添先生拥有英国雷丁大学金融与投资银行专业硕士学位，英国雷莱斯特大学的商业分析与金融专业硕士学位，以及四川大学的建筑与环境专业学士学位。

Mr. Zhang Hao currently serves as the Chief Executive Officer of CTI Capital Management Limited.

Mr. Zhang began his financial career in 1996, holding positions at Crédit Agricole Corporate and Investment Bank, Bear Stearns Asia Limited, and Standard Chartered Bank (Hong Kong) Limited, where he served as Director, Managing Director, and Managing Director respectively.

With over two decades of experience in FICC business (Fixed Income, Currencies, and Commodities), he is responsible for providing financial advisory services to large state-owned enterprises, central government-owned enterprises, financial institutions, and multinational corporations.

张浩先生现任中信信惠国际资本有限公司行政总裁。

张先生于1996年开始其金融职业生涯，先后于东方汇理银行、贝尔斯登亚洲公司及渣打银行（香港）公司任职董事、常务董事及董事总经理

在20余年的FICC业务（即固定收益、外汇及大宗商品交易业务）里，负责为大型国企、央企、金融机构及跨国型企业提供金融咨询服务。

Alice Law is a distinguished leader in financial regulation and markets, with over two decades of senior experience across Hong Kong’s Securities and Futures Commission (SFC) and the Mandatory Provident Fund Schemes Authority (MPFA).

As Deputy Chair and Managing Director of MPFA, she spearheaded the HK$5 billion eMPF digital transformation project. She later served as CEO and Managing Director of the Asia Securities Industry & Financial Markets Association (ASIFMA), and sat on the Board of the Global Financial Markets Association (GFMA).

Currently, Prof. Law serves as Independent Non-Executive Director on the Board of Shanghai Commercial Bank. She also holds public appointments, including Chairperson of the Appeal Tribunal (Buildings) Panel in Hong Kong, and serves in honorary advisory roles to professional and industry bodies. In addition, she now teaches in the Master of Laws (Compliance and Regulation) programme at the University of Hong Kong.

A lawyer by training, Prof. Law holds an LLB (Hons) and PCLL from the University of Hong Kong, and a Master of Laws from University College London. She is a Senior Fellow of the Hong Kong Securities and Investment Institute (HKSI).

Prof. Law has been recognized internationally for her contributions to fintech development, regulatory innovation, and global financial dialogue. She is a Council Member of the World Economic Forum and was Co-Chair of its Global Future Council on Responsive Financial Systems.

Ada Zhang is a Director of China Sales for Lazard Asset Management. She began working in the investments industry in 2010. Prior to joining Lazard in 2024, Ada spent 11 years at Capital Group Investment Management, most recently as Managing Director - Head of Greater China, Institutional. Before that, she worked at Legg Mason Asset Management and 3 Degrees Asset Management in client relations and marketing roles, Ada is a CFA® charterholder. Ada has an MBA from National University of Singapore Business School and a Bachelor in Statistics and Operations Research in Fudan University.

张达现任莱资德资产管理 (Lazard Asset Management) 的中国区业务负责人。她自2010年起便投身投资行业。2024年加入莱资德资产管理之前，她曾在资本集团（Capital Group）任职11年，最近职位为董事总经理兼大中华区机构业务负责人。在此之前，她曾在美盛资产管理公司（Legg Mason Asset Management）和3 Degrees Asset Management负责客户关系和市场营销工作。她同时是特许金融分析师（CFA®）持证人，并拥有新加坡国立大学商学院工商管理硕士学位（MBA）以及复旦大学统计与运筹学学士学位。

Chan Man Ki, Matthew is the Managing Director, Head of Product & Investment Solutions of CITIC Securities Wealth Management (HK) (CSIWM). He is in charge of the product management and investment solutions functions including developing and enhancing wealth management platform, on-boarding new investment products, due diligence origination and maintenance, providing clients with best-in-class investment solutions plus serving as the hub of specialised product expertise for sales teams across business units.

Before joining CSIWM, Mr. Chan was the Senior Vice President, Head of Product Management at EFG Bank AG, where he headed up product management effort in terms of operational logistics, documentation and presentation in the Asia-Pacific region. He was responsible for establishing appropriate governance on product suitability and ensuring regulatory requirements are met. Mr. Chan also conducted research and geared up multi-asset investment ideas to formulate high value marketing campaigns as well as acted as a gatekeeper for the on boarding process of third party products and services.

Prior to that, he spent 6 years with Pegasus Fund Managers Limited as a Senior Investment Manager in his last position. Mr. Chan oversaw the funds and discretionary portfolios management, and supervised the operation of investment department. He began his financial career at Bank of China (Hong Kong) Limited as an Investment Analyst in Investment Advisory Team.

Mr. Chan is a CFA charterholder. In additional to this, he holds a certified Financial Risk Manager (FRM^®) designation, a Master of Science in Business Analytics from the Hong Kong University of Science and Technology, and a Bachelor of Business Administration (Honours) from the Chinese University of Hong Kong.

陈文基先生，持有香港科技大学商业分析理学硕士学位及香港中文大学工商管理学（荣誉）学士学位。拥有超过20年国际金融行业经验，曾任职于基金公司、外资私人资行、中资银行，在境外投资市场及产品、大类资产配置、基金组合管理、产品开发及引入方面拥有深入的经验。

陈文基先生现任中信证券财富管理（香港）的产品及投资方案主管，主要职责为产品及投资方案管理，包括开发和加强财富管理平台、引入新的投资产品、尽职调查、为客户设计一流的投资方案以及为各业务部门的销售人员提供产品的专业知识。

在此之前，陈先生任职瑞士盈丰银行股份有限公司的产品管理主管，工作范围广泛，包括负责亚太地区的营运物流及简报工作，管理各类产品以确保其产品满足相关监管机构要求。他同时从事产品研究并担任第三方产品和服务推出流程的把关人，更为市场推广人员提供多元资产投资理念以制定高效的市场推广活动。

陈先生曾在东骥基金管理有限公司工作长达六年，位至高级投资经理，负责管理基金和全权委托投资组合，以及监督投资部门的运作。陈先生的金融职业生涯始于中国银行（香港）有限公司，担任投资顾问团队的投资分析师。

陈先生持有香港科技大学商业分析理学硕士学位及香港中文大学工商管理学（荣誉）学士学位，是特许金融分析师（CFA）及金融风险管理师（FRM®）持证人。

Grant Pan is the Group CFO of Noah Holdings and CEO of ARK HK. He oversees the group's global financial management and strategic initiatives. Before becoming Group CFO, he served as COO of Gopher Asset Management, a Noah subsidiary, leading financial due diligence, post-investment management, and fund operations.

Prior to joining Noah, Mr. Pan spent 17 years with Deloitte, where he was an Audit Partner and Head of Audit and Assurance in Eastern China. A U.S., Mainland China, and Hong Kong CPA, he holds dual master's degrees (MBA and Accounting) from Northeastern University and a bachelor's from Beijing Foreign Studies University. Mr.Pan is the author of “Read Financial Reports Like a CFO” and has been recognized among Barron's Top 100 CFO Elites (2022) and CGMA Finance Leaders (2023).

潘青先生现任诺亚控股集团CFO及ARK HK CEO，全面主导集团财务战略与管理。加入诺亚前，曾在德勤工作17年，历任审计合伙人及华东审计鉴证主管合伙人；此前亦担任歌斐资产COO，负责独立财尽调、投后管理及基金运营。

潘先生持有美国、中国内地及香港三地注册会计师资格，获批SFC1\4\9号RO牌照，毕业于北京外国语大学，并获美国波士顿东北大学MBA及会计学硕士学位。著有《CFO教你读财报》，荣获2022年度巴伦周刊CFO精英100及2023年度CGMA财界领袖称号。

Jessica joined in December 2024 as an Investment Director supporting and representing our Sustainable Equity and Impact strategies. Jessica joined from Man Group, where she worked as a Responsible Investment Specialist.

Prior to this, Jessica also worked as a Senior Research Analyst within Man Group’s Responsible Investment team and as an Investment Analyst on Man Group’s Investment Graduate Programme. Jessica currently serves a Chair of the UK Sustainable Investment and Finance Association’s (“UKSIF”) Industry Development Committee, and has previously held positions on the Principles of Responsible Investment (“PRI”) Nature Reference Group and the Investment Association’s (“IA”) Climate Change Working Group.

In 2023, Jessica was named “Rising Star Sustainable Investment Champion of the Year” by Investment Week and announced as a listee for “Women of the Future: 50 Rising Stars in ESG” in partnership with Tesco. Jessica has a first-class BSc degree in Economics and an MSc in Finance and Investment from the University of Nottingham.

Cusson Leung is the Chief Investment Officer, International Wealth Management at KGI, responsible for spearheading the overall investment and asset allocation strategy across different countries and asset classes. Cusson leads the integration of the asset allocation strategy into the investment products and solutions. He engages with key stakeholders throughout Hong Kong, Taiwan, Singapore, Indonesia, and Thailand, fostering synergy and cooperation on a regional scale.

Cusson has over three decades of seasoned expertise in investment strategy, portfolio advisories for both institutional and private clients, real estate investments, and management experience. Before joining KGI, he was the Associate Director of Asia Equity Research, as well as the Head of Hong Kong Research and Head of Asia Property Research at JP Morgan. Prior to that, he spent more than 20 years at Credit Suisse, Merrill Lynch, ING and CS First Boston.

Cusson was an accountant before joining the investment banks. He holds a Bachelor of Business Administration degree from the University of Hong Kong.

梁启棠先生现任KGI 凯基国际财富管理的首席投资总监，主要职责为统筹不同国家和资产类别的整体投资与资产配置策略。他主导资产配置策略与投资产品及解决方案的整合，并与香港、台湾、新加坡、印度尼西亚和泰国各地的持份者建立更紧密的合作伙伴关系。

梁先生拥有超过三十年的投资经验，专注于为机构及私人客户提供投资策略及组合咨询、房地产投资及管理服务。在加入KGI 凯基之前，他曾担任摩根大通亚洲股票研究部副总监、香港研究部主管及亚洲房地产研究部主管。在此之前，他分别于瑞士信贷、美林、荷兰国际集团及瑞士信贷第一波士顿有超过二十年工作经验。

在投身投资银行业之前，梁先生曾任职会计师。他拥有香港大学工商管理学士学位。

Mr. Frank Shao joined CSOP Asset Management in 2013. As the Chief of Equity Investment and Head of Investment Strategy, he is in charge of CSOP's equity portfolio management and ETF strategy research. He manages the China New Balance Opportunity Fund (CNBO), which is a UCITS fund, as well as a number of separately managed accounts. He has won “I&M Greater China Equity Prize (10 years) ” in 2022 and “China Fund News Yinghua Awards (Overseas)” in 2024. Other mandates under his management also perform well in peers in the long-term. Mr. Shao has 14 years of professional experience. Prior to joining CSOP, Mr. Shao worked as an analyst with Morgan Stanley.

邵尉，现任南方东英资产管理有限公司权益投资主管，投资策略部总监，基金经理。邵先生负责南方东英的股票基金管理和ETF策略研究业务，管理大中华公募基金及专户产品多年，长期表现优异。曾荣获I&M机构颁发的"大中华股票基金（10年）投资表现大奖"、中国基金报"英华奖"等行业殊荣。在加入南方东英之前，邵尉先生曾就职于摩根士丹利，至今已积累14年股票投资的专业经验。