Rory Caines, Executive Director, is a member of the ETF Specialist team at J.P. Morgan Asset Management, based in Hong Kong. Rory is responsible for driving the growth of the firm’s ETF business across APAC by cultivating client relationships, partnerships and providing ETF product expertise.

Prior to joining J.P. Morgan in 2020, Rory started his career with BlackRock’s iShares business in London, where he held a variety of ETF-related roles, before relocating to Hong Kong in 2015 to cover APAC ETF Capital Markets.

Rory received a BA (Hons) in History from the University of Leeds.

Brian Cordes, CAIA, Senior Vice President, is the head of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients. He has 28 years of experience. Prior to joining Cohen & Steers in 2012, Mr. Cordes was a product manager at Columbia Management. Previously, he was with New York Life Investment Management and Morgan Stanley Dean Witter. Mr. Cordes has a BS from Rider University and is based in New York.

Jiahao is the Co-Founder and Chief Investment Officer of 3 Capital Partners.  Jiahao chairs the investment strategy committee and is responsible for setting investment strategies for the firm.

Prior to co-founding 3 Capital Partners, Jiahao played a key role in formulating investment strategies and managing multi-asset portfolios for ultra high-net-worth families in Asia at Citi Private Bank.  He started his career in 2008 as a global investment specialist at J.P. Morgan Private Bank.

Originally from Foshan, Jiahao holds a Bachelor’s degree in Economics from the University of Pennsylvania, Wharton School.  He is also a Chartered Financial Analyst®. 

Kelvin Leung is an Executive Director, Head of Discretionary Fixed Income Asia at J.P. Morgan Private Bank, based in the Hong Kong office. With over 17 years of experience, Kelvin’s career began in 2008 as a research analyst at the Hong Kong Monetary Authority, where he played a role in manager selection for the HKSAR Government’s official reserves. In 2013, he joined J.P. Morgan Asset Management, assuming responsibility for strategic product positioning of the firm’s investment capabilities. He transitioned to the role of Investment Specialist within the Global Fixed Income, Currency and Commodities Group, contributing to the growth of the fixed income business in the Asia Pacific region. Prior to rejoining J.P. Morgan, Kelvin served as a Senior Product Specialist at HSBC Global Private Banking, where he successfully drove sales activities for private bank clients in Hong Kong. Kelvin joined J.P. Morgan Private Bank in 2023 as Head of Discretionary Fixed Income Asia, bringing his expertise to serve as a subject matter expert across managed fixed income solutions including mutual funds and separately managed accounts (SMAs) for the Asia Private Bank business. Kelvin earned a Bachelor of Science in Mathematics and Statistics from the University of British Columbia and a Master of Management Sciences from the University of Waterloo. He earned certification including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM) and Certified Private Wealth Professional (CPWP). Kelvin has also earned the Certificate of ESG Investing from the CFA Institute.

Ancus Mak is responsible for overseeing the discretionary mandate advisory activities of Bank Julius Baer’s Investment Management in North Asia. In this role, he has established IM’s Hong Kong franchise via strategic proposition and product development since he joined the firm in 2017. He is integral in structuring appropriate discretionary investment solutions for HNW, UHNW and institutional clients in North Asia.

Ancus has more than 15 years of experience in investment management. Before joining Julius Baer, he was a discretionary portfolio management specialist at Deutsche Bank Wealth Management in the APAC region. Prior to that, Ancus worked as a portfolio solutions specialist at Credit Suisse Private Bank, where he was responsible for managing multi-asset advisory portfolios. He also spent five years with JPMorgan Asset Management as vice president of intermediary distribution. Ancus started his career as a finance journalist who covered the Hong Kong and China capital markets.

Ancus holds a MSc in Investment Management from the Hong Kong University of Science and Technology.

Charles joined Insight in May 2012. He is responsible for leading Insight’s distribution activities across Asia-Pacific. In this capacity, he helps to advise clients on their investment strategy as this relates to exposures across fixed income, currency and absolute return. Charles started at Insight’s headquarters in London before moving to Asia and has been assisting clients in the region for more than 10 years. Prior to joining Insight, he spent 10 years at BNP Paribas in Strategic Sales Management and Development, initially in Germany and then later in London. Charles holds a Bachelor of Business Science (Honours) degree in Marketing & Finance from the University of Cape Town, South Africa. He is a CFA charterholder and a member of the CFA Society of Singapore. He holds type 1 and 4 licenses from the Hong Kong SFC and is also a licensed representative in Singapore.

Joanna brings more than 17 years’ of quantitative investment experience. She was previously a Senior Portfolio Manager at Acadian and held various roles at Blackrock, where she was a portfolio manager within scientific equities, ran index portfolios, and was Head of Sustainable Investment in Australia. 

Joanna also is a Lecturer at New York University. She holds a CFA accreditation, has a PHD in Economics from Yale University, and was awarded a Fulbright scholarship. She has a Bachelor of Laws and Economics (Honours) from the University of New South Wales.

Stephen Sheung is the Head of Alternative Investments & Managed Solutions at Bank of Singapore’s Hong Kong branch. In this role, he leads a team of product specialists to drive the overall growth of the bank’s managed investments and alternative investments business. Stephen is experienced in portfolio advisory, portfolio management and investment strategy at various financial institutions including UBS Global Wealth Management and HSBC Global Private Banking.

Stephen holds a Master of International & Public Affairs from the University of Hong Kong and a Bachelor of Mathematics (Actuarial Science) from the University of Waterloo in Canada. He is a certified CFA and FRM and has obtained the CFA Certificate in ESG Investing.

Connie Sin joined Nomura in 2024 as Head of Funds and Alternatives for International Wealth Management. 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.

Jack Siu is Head of Discretionary Portfolio Management, Asia at Lombard Odier. Based in Hong Kong, he is responsible for leading Lombard Odier’s discretionary investment strategies and offering in Asia.

Jack brings 20 years of investment management experience across asset classes. He was most recently Managing Director at Credit Suisse and its Chief Investment Officer Greater China, responsible for developing discretionary and advisory investment strategies across and within asset classes for both private and institutional clients. Jack was also a voting member of Credit Suisse’s Asia Pacific Investment Committee.

Prior to joining Credit Suisse in 2015, he was Portfolio Manager for Generali Investments Asia Limited’s Asia Bond Fund, and served as the Asia Investment Strategist at Citi Private Bank and was an advisor to their Asia Pacific Investment Committee.

Jack started his career in Standard Chartered Wholesale Bank in London as an International Management Trainee where he worked across Capital Market Solutions, Market Risk, FX Options Trading departments.

Jack obtained his Master of Science in Investment Management from HKUST Business School, and a Bachelor of Science (Honours) in Mathematics and Computer Science from Imperial College London.

Hyde Sun is Head of Investment Consultant at Cathay United Bank Private Banking, where he oversees investment advisory service and alternative investment platform in Private Banking across APAC region including Taiwan, Hong Kong, and Singapore.

Prior to his current roles, Hyde served as FICC Structured Team Lead in the bank’s Treasury Division, providing bespoke hedging and investment strategies for both institutional and individual clients.

Hyde holds an MSF in Financial Engineering from the University of Illinois at Urbana-Champaign. He has also completed private equity programs at both Imperial College Business School in London and the Wharton School of the University of Pennsylvania, two of the world’s leading institutions. Additionally, he has been a CFA charterholder since 2012.

Ram joined Acadian in 2018 and is a Senior Investment Strategist on the Client Advisory Team, aligned closely with Acadian's Global Client Group and Investment Team. Prior to joining Acadian, Ram was a quantitative research analyst on the Asset Allocation team at GMO LLC, focused on portfolio construction, risk models, and signals. Ram also previously worked as a quantitative analyst at Batterymarch Financial Management, where he conducted research on quantitative equity portfolios. Ram holds an M.S. in financial engineering from MIT; an M.S. in transportation engineering/operations research from MIT; and a B.Tech. in civil engineering from Indian Institute of Technology, India. He is a CFA charterholder and a member of CFA Society Boston.

Andy joined Blackhorn as the firm’s COO and plays a pivotal role in driving operational excellence and ensuring the highest standards of governance across the firm.

Prior to Blackhorn, Andy was Managing Director SA at Bank Julius Baer, leading a team of RMs serving ultra-high-net-worth clients across Greater China. His extensive career also includes senior positions at UBS as Managing Director and Market Team Head for Hong Kong Domestic market, and at Goldman Sachs PWM, where he led the flow derivatives team within the Markets Solutions Group. Andy began his professional journey at Citibank, progressing over 11 years through several key leadership roles such as Co-Head of Equity Derivatives Trading, Country Head of Warrants, and Senior Structured Products Sales.

Andy is a graduate of the University of Manchester, where he earned a First Class Honours degree in Econometrics and Finance. He also holds an MBA in Finance from the Hong Kong University of Science and Technology.

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

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

Harsh Agarwal, Managing Director, is Head of Asia Pacific DPM and has a team of 6 portfolio managers, investing globally across various asset classes. He has been with Deutsche Bank since 2013, having worked with Lehman Brothers, J.P. Morgan, and Credit Suisse, giving him 20+ years of experience in the financial markets. His working career has spanned across US, HK and Singapore in various roles as an analyst, risk manager and portfolio manager. Harsh is an MBA, Chartered Accountant and Chartered Financial Analyst by background.

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

Rory Caines, Executive Director, is a member of the ETF Specialist team at J.P. Morgan Asset Management, based in Hong Kong. Rory is responsible for driving the growth of the firm’s ETF business across APAC by cultivating client relationships, partnerships and providing ETF product expertise.

Prior to joining J.P. Morgan in 2020, Rory started his career with BlackRock’s iShares business in London, where he held a variety of ETF-related roles, before relocating to Hong Kong in 2015 to cover APAC ETF Capital Markets.

Rory received a BA (Hons) in History from the University of Leeds.

Bryan has over 30 years of experience managing multi asset traditional and alternative portfolios in family offices and private banks. He began his career with Arab Bank in Asia, followed by Arab Bank in London before helping establish a family office for the bank’s shareholders. Later, he co-founded First Avenue Partners in London, an alternative investment advisory firm, leading its fund management business. Bryan also managed the alternative investment business at DBS private bank before joining Bordier & Cie in Singapore as their Chief Investment Officer. He has also been an occasional teacher at institutions such as the Wealth Management Institute and the London School of Economics.

Steve Huguenin-Virchaux joined Pictet Asset Management in 2008 and is Head of Total Return Equities Client Portfolio Managers & Business Strategy. He also serves as Board member for Pictet AM Offshore Hedge Funds. 

Prior to joining Pictet, he worked for Heritage Fund Management, where he was responsible for business development and investor relations for Hedge Fund strategies. Before that, he worked at Capital International, initially as a senior portfolio administrator and later transitioning to the Clients Relations Department.

Steve holds a Master’s degree in International Relations from the Graduate Institute of International and Development Studies in Geneva and also obtained the Certificate of Quantitative Portfolio Management from the University of Geneva. 

He is a Chartered Financial Analyst (CFA) charterholder and a Certified Investment Fund Director (CIFD).

As Head of Discretionary Portfolio Management at Bank of Singapore, Grizelda is responsible for providing strategic advisory solutions in discretionary portfolio management mandates. She has over 17 years of experience in the fixed income space.

Grizelda was previously the Head of Advisory, as well as the Head of Asset Management at CA Indosuez. She also spent five years in Hong Kong in her previous role, looking after portfolio management, fund selection and private equity.

Grizelda graduated with a bachelor’s degree in civil engineering from the National University of Singapore.

Paul has over 25 years of wealth and investment management experience. Prior to setting up Paragon Capital Management Singapore, he was Managing Director Senior Advisor at Bank Julius Baer & Co. Ltd. His portfolio management experience spans across more than two decades over several top-tier banks including Credit Suisse AG and Barclays Wealth & Investment Management, where he helped his high-net-worth clients navigate through volatile markets. His strong track record has earned him the trust of his clients, many of whom have remained clients for more than a decade.

Charles joined Insight in May 2012. He is responsible for leading Insight’s distribution activities across Asia-Pacific. In this capacity, he helps to advise clients on their investment strategy as this relates to exposures across fixed income, currency and absolute return. Charles started at Insight’s headquarters in London before moving to Asia and has been assisting clients in the region for more than 10 years. Prior to joining Insight, he spent 10 years at BNP Paribas in Strategic Sales Management and Development, initially in Germany and then later in London. Charles holds a Bachelor of Business Science (Honours) degree in Marketing & Finance from the University of Cape Town, South Africa. He is a CFA charterholder and a member of the CFA Society of Singapore. He holds type 1 and 4 licenses from the Hong Kong SFC and is also a licensed representative in Singapore.

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. In Vis’ current role, Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets. Prior to joining Eastspring in June 2024, Vis held senior roles at HSBC Asset Management where he spent the past 25 years, most recently as Global Chief Investment Officer for Equities overseeing the global active equity business. Prior to that, he was the European and UK Chief Investment Officer and before that, the Global Head for Quantitative Equity Research and Head of Systematic Equities. He worked at BNP Paribas and KPMG in his early career. Vis holds an MSc in Finance from the London Business School and a BSc in Electrical Engineering from Imperial College London and is a CFA charter holder.

Shafali Sachdev is Head of Investment Services, Asia for BNP Paribas Wealth Management, responsible for the regional investment services platform.

Before taking on her current role, she was Head of Fixed Income, Currencies and Commodities (FICC), Asia, based in Singapore. She was responsible for leading FICC development, advisory and execution efforts for the wealth management business in the region.

Shafali has extensive sales and structuring experience in Asian markets. Prior to joining BNP Paribas Wealth Management as Head of FX, Asia in 2017, she was Head of Structured FICC Products for the Citi Private Bank for Asia, handling foreign exchange, rates, commodities and credit products. She also did stints as Head of FX Bank Sales for Greater China, Regional FX Structuring covering Asian Institutional and Corporate clients and FX Sales for Corporates & Institutions in Citi and in Bank of America.

She holds a Bachelors degree in Economics from Delhi University, and an MBA from the Indian Institute of Management, Ahmedabad.

As a senior Mandate Specialist based in Singapore, he is responsible for showcasing Julius Baer discretionary solutions for institutions and UHNW clients. He represents the entire suite of product offerings from the Investment Management team including Hedge funds and Private Market solutions. He supports more than 230 bankers, covering the SEA, Greater China, NRI, Middle east, EAM and international markets. Previously, he was a Portfolio Manager at CTBC (ChinaTrust) Private Bank managing fund of funds and ETFs portfolios.

He was also the back-up Portfolio manager for equity strategies and was part of the Global Investment Committee team, contributing to the global asset allocation decisions.

Prior to joining CTBC Private bank, Jiahao was a VP in Maybank Private Wealth. He was responsible for the entire investment product life cycle with a focus on product due diligence and training of Alternative products. Jia Hao began his career at Deutsche Asset Management in sales, marketing its products to banks and other institutions.

Jia Hao graduated with First Class Honours majoring in Finance from the National University of Singapore. He is also a member of the Beta Gamma Sigma Society which is the international business honor society for AASCB- accredited schools. Jia Hao is a CFA, CAIA and CMT Charter Holder and a certified Financial Risk Manager (FRM).

Mr. Wee-Kiat Tan is CIO at Morgan Stanley Private Wealth Management Asia (PWM Asia) and heads the Discretionary Portfolio Management team providing both customized and model-based portfolio management to clients.

Wee-Kiat joined PWM Asia from Morgan Stanley Indonesia where he was the Head of Research and was instrumental in establishing the Firm’s Indonesian presence. In that role. Wee-Kiat helped to develop the Research team into one of the best ranked teams in the country – the team was rated No.1 in 2015/16 and No. 2 in 2014 by Institutional Investors. Prior to running Morgan Stanley’s Indonesian Research team, Wee-Kiat headed the Morgan Stanley Hong Kong/China Energy Research in Hong Kong where he was highly rated by various institutional clients including GIC, Capital Group and T Rowe Price. Before joining Morgan Stanley in 2007, Wee-Kiat was the head of Energy and Materials Research for ABN Amro in Hong Kong. Wee-Kiat started his career in CSFB Singapore as an Industrial Analyst.

He graduated with a Bachelor of Business (1st Class Honors) from the University of Technology, Sydney.

Ram joined Acadian in 2018 and is a Senior Investment Strategist on the Client Advisory Team, aligned closely with Acadian's Global Client Group and Investment Team. Prior to joining Acadian, Ram was a quantitative research analyst on the Asset Allocation team at GMO LLC, focused on portfolio construction, risk models, and signals. Ram also previously worked as a quantitative analyst at Batterymarch Financial Management, where he conducted research on quantitative equity portfolios. Ram holds an M.S. in financial engineering from MIT; an M.S. in transportation engineering/operations research from MIT; and a B.Tech. in civil engineering from Indian Institute of Technology, India. He is a CFA charterholder and a member of CFA Society Boston.