Funds Selection Nexus 2026

Hong Kong 8 September | Singapore 10 September

Funds Selection Nexus is Asia’s premier gathering for top fund selector leaders and their teams. The forum focuses on the evolving priorities of the region’s private wealth clients and provides a unique platform for select asset managers. They can present their latest strategies and engage in forward-looking, in-depth discussions on products expected to gain traction in the coming year.

In addition to product-focused conversations, senior fund selectors from leading private banks will lead high-level macro and forward-looking discussions. These discussions will offer insights into client expectations, strategies for navigating persistent market volatility, and methods for capitalizing on the thriving momentum of the Asia Pacific private wealth business.

Stay tuned as we release our agenda and speaker line-up soon.

The Room Where Asian Wealth Happens

Deep dive into topics that matter now

Explore how selectors are identifying the most suitable products to generate resilient, long-term returns amidst market volatility and evolving fund offerings and structures.

High‑value networking opportunities

Connect with influential professionals across private banking, wealth management, asset allocation and family offices in Asia Pacific.

Explore the latest fund offerings

Gain market insights on the latest fund innovations and trends through in-depth discussions and conversations in exclusive, closed-door workshop focus groups.

Event Agenda

08:30-09:00

Registration and Networking Coffee

09:00-09:05

Welcome Remarks

09:05-09:35

Plenary Discussion

Agility over index: Building flexible portfolios amid global macro disruption

  • Which macro headlines are disrupting Asian fixed income in late 2026? In light of abrupt and volatile shifts in the market, why has a benchmark-agnostic, unconstrained approach become a critical necessity?
  • As performance dispersion widens, how do you capture yield without trapping client liquidity? How dynamically can managers rotate duration and credit risk today?
  • Global vs. Emerging Markets—what are the shifts in allocation? How are selectors capturing robust Asian yields while insulating portfolios from regional downside?
  • How do selectors separate short-term AI noise from genuine, long-term portfolio value?
Panellists:

More speakers to be announced…

Sponsored by
09:35 - 09:55

Networking and Session Transition

09:55-12:10

Workshop 1

Speaker:

Details to be followed...

Sponsored by

Workshop 2: Real assets and alternative income

Details to be followed...

Sponsored by

Workshop 3: Investing in the electricity megacycle

The energy transition towards a clean, fully electric future is accelerating, unlocking high-value investment opportunities. Four disruptive forces are fundamentally transforming the clean energy landscape: surging AI power demand, fast-paced technological innovation, the urgent need for grid upgrades and shifting global energy supply chains. Capitalising on opportunities and mitigating risks in this sector requires an active, specialized approach to quickly identify the latest technologies driving efficiency and electrification.

This workshop examines the current forces and future innovations transforming the energy sector, and how emerging physical AI applications might trigger an additional surge on global electricity demand. We will elaborate on our fund concept based on active, bottom-up investment approach to build a diversified portfolio across highly specialized sectors, focusing on investments that deliver sustainable, long-term value creation.

Speaker:
Sponsored by

Workshop 4: Resilient income: A high-conviction global equities strategy

In today’s concentrated market, investors might face a structural dilemma: chasing mega-cap growth versus securing dependable client yields. This workshop unpacks an active, bottom-up framework that uncovers resilient global dividend-payers backed by robust cash flows and proven capital discipline. By structurally pivoting away from expensive, index-heavy tech giants and focusing on companies with both the capacity and willingness to grow payouts, fund selectors can build a highly differentiated core portfolio with global exposure that is actually diversified. Attendees will discover how to capture true alpha through quality-driven stock selection while establishing a powerful defensive anchor against macroeconomic stress.

Speaker:
Sponsored by
12:10-12:25

Session Transition

12:25-12:55

Closing Panel Discussion

Details to be followed...

12:55-14:00

Networking Lunch

12:55 - 14:00

Bespoke Luncheon

Strategic RMB exposure in diversified fixed income portfolios
In response to de-dollarisation trends and structural transformations within global monetary frameworks, private wealth gatekeepers are shifting focus toward high-quality RMB assets as a portfolio anchor. We invite you to an exclusive luncheon hosted by ChinaAMC, to examine the structural rationale for integrating RMB exposure into modern fixed income allocations. Our discussion will cover the macroeconomic catalysts supporting RMB assets, and the unique advantages of Chinese investment-grade credit—specifically its defensive yields, structural currency stability, and low correlation with global markets.

Sponsored by
08:30 - 09:00

Registration and Networking Coffee

09:00 - 09:05

Welcome Remarks

09:05 - 09:35

Plenary Discussion

Agility over index: Building flexible portfolios amid global macro disruption

  • Which macro headlines are disrupting Asian fixed income in late 2026? In light of abrupt and volatile shifts in the market, why has a benchmark-agnostic, unconstrained approach become a critical necessity?
  • As performance dispersion widens, how do you capture yield without trapping client liquidity? How dynamically can managers rotate duration and credit risk today?
  • Global vs. Emerging Markets—what are the shifts in allocation? How are selectors capturing robust Asian yields while insulating portfolios from regional downside?
  • How do selectors separate short-term AI noise from genuine, long-term portfolio value?
Panellists:

More speakers to be announced…

Sponsored by
09:35 - 09:55

Networking and Session Transition

09:55-12:10

Workshop 1

Speaker:
Sponsored by

Workshop 2

Details to be followed...

Workshop 3: Investing in the electricity megacycle

The energy transition towards a clean, fully electric future is accelerating, unlocking high-value investment opportunities. Four disruptive forces are fundamentally transforming the clean energy landscape: surging AI power demand, fast-paced technological innovation, the urgent need for grid upgrades and shifting global energy supply chains. Capitalising on opportunities and mitigating risks in this sector requires an active, specialized approach to quickly identify the latest technologies driving efficiency and electrification.

This workshop examines the current forces and future innovations transforming the energy sector, and how emerging physical AI applications might trigger an additional surge on global electricity demand. We will elaborate on our fund concept based on active, bottom-up investment approach to build a diversified portfolio across highly specialized sectors, focusing on investments that deliver sustainable, long-term value creation.

Speaker:
Sponsored by

Workshop 4: Resilient income: A high-conviction global equities strategy

In today’s concentrated market, investors might face a structural dilemma: chasing mega-cap growth versus securing dependable client yields. This workshop unpacks an active, bottom-up framework that uncovers resilient global dividend-payers backed by robust cash flows and proven capital discipline. By structurally pivoting away from expensive, index-heavy tech giants and focusing on companies with both the capacity and willingness to grow payouts, fund selectors can build a highly differentiated core portfolio with global exposure that is actually diversified. Attendees will discover how to capture true alpha through quality-driven stock selection while establishing a powerful defensive anchor against macroeconomic stress.

Speaker:
Sponsored by
12:10 - 12:25

Session Transition

12:25 - 12:55

Closing Panel Discussion

Details to be followed...

12:55 - 14:00

Networking Lunch

Matthew Rees
Head of Global Unconstrained Fixed Income, L&G, Asset Management

Matthew is Head of Global Unconstrained Fixed Income for L&G’s Asset Management division, having led the Global Bond Strategies team since 2019. Prior to this he was co-head of the Euro credit portfolio management team, and joined the business in 2009. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York.

Kelvin Leung
Executive Director, Head of Discretionary Fixed Income Asia, J.P. Morgan Private Bank

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.

Wai Lee
Senior Portfolio Manager, Head of the Systematic Equity Research, Allspring Global Investments

Wai Lee is a senior portfolio manager and the head of the Systematic Equity Research team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Wai was at Neuberger Berman, where he served as head of quantitative investments and as a senior portfolio manager. Prior to that, he was head of the quantitative engineering group at Credit Suisse Asset Management, and earlier, he oversaw quantitative research and risk management for the global balanced group at J.P. Morgan Investment Management. Wai served as a postdoctoral research fellow at Harvard Business School. He began his investment industry career in 1996. Wai earned a bachelor’s degree with honours in mechanical engineering from the University of Hong Kong and a master’s degree in business administration and a Ph.D. in finance from Drexel University.  

Thiemo Lang
Senior Portfolio Manager/Team Head, Polar Capital

Thiemo is Head of the Sustainable Thematic Equity Team and Senior Portfolio Manager of the Polar Capital Smart Energy and Smart Mobility strategies. Before joining Polar Capital in September 2021, Thiemo was the Head of Thematic Investing Energy/Mobility/Materials of Robeco Switzerland Ltd, Zurich, being the lead manager of the RobecoSAM Smart Energy and the Smart Mobility strategies. Prior to joining Robeco in 2007, Thiemo was Senior Portfolio Manager at Lombard Odier Darier Hentsch & Cie of the Infology Fund, where he was in charge of the sub-sectors semiconductors and “new technologies”.

Phillip Gronniger, CFA
Client Portfolio Manager, Thornburg

Phillip Gronniger is a client portfolio manager for Thornburg Investment Management. In this role he is responsible for the external-facing articulation of investment philosophy, process, performance, and positioning to clients across all
channels.

Before joining Thornburg in 2025, he was a client portfolio manager at Janus Henderson Investors, starting as a senior product manager in 2010. Prior to that he served as a vice president and portfolio manager for Financial Counselors, Inc., where he managed fixed income strategies for institutional clients and large-cap growth portfolios for private clients. He started his career in 1998 as a fixed income and equity trader prior to being promoted to a fixed income and equity analyst at Financial Counselors, Inc.

Phillip received his BS degree in business administration from the University of Missouri – Kansas City. He is currently registered with FINRA with a Series 7 and 63. He is a CFA charterholder.

Yazid Mahadi
Head of Funds Selection, Bank of Singapore

Yazid is the Head of Funds Selection at Bank of Singapore and he plays a key role in developing the funds platform and ESG framework for funds in the Bank. He has over a decade of experience in the institutional investment space in which he was primarily responsible for the external fund management and asset allocation in a sovereign wealth fund in Brunei. He graduated from the University of Cambridge with an MPhil in Economics. He is also a CFA Charterholder and obtained the Certificate in ESG Investing from CFA.

Speakers

Phillip Gronniger, CFA

Client Portfolio Manager, Thornburg

Phillip Gronniger is a client portfolio manager for Thornburg Investment Management. In this role he is responsible for the external-facing articulation of investment philosophy, process, performance, and positioning to clients across all
channels.

Before joining Thornburg in 2025, he was a client portfolio manager at Janus Henderson Investors, starting as a senior product manager in 2010. Prior to that he served as a vice president and portfolio manager for Financial Counselors, Inc., where he managed fixed income strategies for institutional clients and large-cap growth portfolios for private clients. He started his career in 1998 as a fixed income and equity trader prior to being promoted to a fixed income and equity analyst at Financial Counselors, Inc.

Phillip received his BS degree in business administration from the University of Missouri – Kansas City. He is currently registered with FINRA with a Series 7 and 63. He is a CFA charterholder.

Thiemo Lang

Senior Portfolio Manager/Team Head, Polar Capital

Thiemo is Head of the Sustainable Thematic Equity Team and Senior Portfolio Manager of the Polar Capital Smart Energy and Smart Mobility strategies. Before joining Polar Capital in September 2021, Thiemo was the Head of Thematic Investing Energy/Mobility/Materials of Robeco Switzerland Ltd, Zurich, being the lead manager of the RobecoSAM Smart Energy and the Smart Mobility strategies. Prior to joining Robeco in 2007, Thiemo was Senior Portfolio Manager at Lombard Odier Darier Hentsch & Cie of the Infology Fund, where he was in charge of the sub-sectors semiconductors and “new technologies”.

Wai Lee

Senior Portfolio Manager, Head of the Systematic Equity Research, Allspring Global Investments

Wai Lee is a senior portfolio manager and the head of the Systematic Equity Research team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Wai was at Neuberger Berman, where he served as head of quantitative investments and as a senior portfolio manager. Prior to that, he was head of the quantitative engineering group at Credit Suisse Asset Management, and earlier, he oversaw quantitative research and risk management for the global balanced group at J.P. Morgan Investment Management. Wai served as a postdoctoral research fellow at Harvard Business School. He began his investment industry career in 1996. Wai earned a bachelor’s degree with honours in mechanical engineering from the University of Hong Kong and a master’s degree in business administration and a Ph.D. in finance from Drexel University.  

Kelvin Leung

Executive Director, Head of Discretionary Fixed Income Asia, J.P. Morgan Private Bank

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.

Yazid Mahadi

Head of Funds Selection, Bank of Singapore

Yazid is the Head of Funds Selection at Bank of Singapore and he plays a key role in developing the funds platform and ESG framework for funds in the Bank. He has over a decade of experience in the institutional investment space in which he was primarily responsible for the external fund management and asset allocation in a sovereign wealth fund in Brunei. He graduated from the University of Cambridge with an MPhil in Economics. He is also a CFA Charterholder and obtained the Certificate in ESG Investing from CFA.

Matthew Rees

Head of Global Unconstrained Fixed Income, L&G, Asset Management

Matthew is Head of Global Unconstrained Fixed Income for L&G’s Asset Management division, having led the Global Bond Strategies team since 2019. Prior to this he was co-head of the Euro credit portfolio management team, and joined the business in 2009. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York.

Phillip Gronniger, CFA

Client Portfolio Manager, Thornburg

Phillip Gronniger is a client portfolio manager for Thornburg Investment Management. In this role he is responsible for the external-facing articulation of investment philosophy, process, performance, and positioning to clients across all
channels.

Before joining Thornburg in 2025, he was a client portfolio manager at Janus Henderson Investors, starting as a senior product manager in 2010. Prior to that he served as a vice president and portfolio manager for Financial Counselors, Inc., where he managed fixed income strategies for institutional clients and large-cap growth portfolios for private clients. He started his career in 1998 as a fixed income and equity trader prior to being promoted to a fixed income and equity analyst at Financial Counselors, Inc.

Phillip received his BS degree in business administration from the University of Missouri – Kansas City. He is currently registered with FINRA with a Series 7 and 63. He is a CFA charterholder.

Thiemo Lang

Senior Portfolio Manager/Team Head, Polar Capital

Thiemo is Head of the Sustainable Thematic Equity Team and Senior Portfolio Manager of the Polar Capital Smart Energy and Smart Mobility strategies. Before joining Polar Capital in September 2021, Thiemo was the Head of Thematic Investing Energy/Mobility/Materials of Robeco Switzerland Ltd, Zurich, being the lead manager of the RobecoSAM Smart Energy and the Smart Mobility strategies. Prior to joining Robeco in 2007, Thiemo was Senior Portfolio Manager at Lombard Odier Darier Hentsch & Cie of the Infology Fund, where he was in charge of the sub-sectors semiconductors and “new technologies”.

Wai Lee

Senior Portfolio Manager, Head of the Systematic Equity Research, Allspring Global Investments

Wai Lee is a senior portfolio manager and the head of the Systematic Equity Research team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Wai was at Neuberger Berman, where he served as head of quantitative investments and as a senior portfolio manager. Prior to that, he was head of the quantitative engineering group at Credit Suisse Asset Management, and earlier, he oversaw quantitative research and risk management for the global balanced group at J.P. Morgan Investment Management. Wai served as a postdoctoral research fellow at Harvard Business School. He began his investment industry career in 1996. Wai earned a bachelor’s degree with honours in mechanical engineering from the University of Hong Kong and a master’s degree in business administration and a Ph.D. in finance from Drexel University.  

Kelvin Leung

Executive Director, Head of Discretionary Fixed Income Asia, J.P. Morgan Private Bank

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.

Matthew Rees

Head of Global Unconstrained Fixed Income, L&G, Asset Management

Matthew is Head of Global Unconstrained Fixed Income for L&G’s Asset Management division, having led the Global Bond Strategies team since 2019. Prior to this he was co-head of the Euro credit portfolio management team, and joined the business in 2009. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York.

Phillip Gronniger, CFA

Client Portfolio Manager, Thornburg

Phillip Gronniger is a client portfolio manager for Thornburg Investment Management. In this role he is responsible for the external-facing articulation of investment philosophy, process, performance, and positioning to clients across all
channels.

Before joining Thornburg in 2025, he was a client portfolio manager at Janus Henderson Investors, starting as a senior product manager in 2010. Prior to that he served as a vice president and portfolio manager for Financial Counselors, Inc., where he managed fixed income strategies for institutional clients and large-cap growth portfolios for private clients. He started his career in 1998 as a fixed income and equity trader prior to being promoted to a fixed income and equity analyst at Financial Counselors, Inc.

Phillip received his BS degree in business administration from the University of Missouri – Kansas City. He is currently registered with FINRA with a Series 7 and 63. He is a CFA charterholder.

Thiemo Lang

Senior Portfolio Manager/Team Head, Polar Capital

Thiemo is Head of the Sustainable Thematic Equity Team and Senior Portfolio Manager of the Polar Capital Smart Energy and Smart Mobility strategies. Before joining Polar Capital in September 2021, Thiemo was the Head of Thematic Investing Energy/Mobility/Materials of Robeco Switzerland Ltd, Zurich, being the lead manager of the RobecoSAM Smart Energy and the Smart Mobility strategies. Prior to joining Robeco in 2007, Thiemo was Senior Portfolio Manager at Lombard Odier Darier Hentsch & Cie of the Infology Fund, where he was in charge of the sub-sectors semiconductors and “new technologies”.

Wai Lee

Senior Portfolio Manager, Head of the Systematic Equity Research, Allspring Global Investments

Wai Lee is a senior portfolio manager and the head of the Systematic Equity Research team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Wai was at Neuberger Berman, where he served as head of quantitative investments and as a senior portfolio manager. Prior to that, he was head of the quantitative engineering group at Credit Suisse Asset Management, and earlier, he oversaw quantitative research and risk management for the global balanced group at J.P. Morgan Investment Management. Wai served as a postdoctoral research fellow at Harvard Business School. He began his investment industry career in 1996. Wai earned a bachelor’s degree with honours in mechanical engineering from the University of Hong Kong and a master’s degree in business administration and a Ph.D. in finance from Drexel University.  

Yazid Mahadi

Head of Funds Selection, Bank of Singapore

Yazid is the Head of Funds Selection at Bank of Singapore and he plays a key role in developing the funds platform and ESG framework for funds in the Bank. He has over a decade of experience in the institutional investment space in which he was primarily responsible for the external fund management and asset allocation in a sovereign wealth fund in Brunei. He graduated from the University of Cambridge with an MPhil in Economics. He is also a CFA Charterholder and obtained the Certificate in ESG Investing from CFA.

Matthew Rees

Head of Global Unconstrained Fixed Income, L&G

Matthew is Head of Global Unconstrained Fixed Income for L&G’s Asset Management division, having led the Global Bond Strategies team since 2019. Prior to this he was co-head of the Euro credit portfolio management team, and joined the business in 2009. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York.

Advisory Council

Adrien Lalau
Head of Investment Funds Advisory, Asia, BNP Paribas Wealth Management
Connie Sin
Head of Funds & Alternatives, International Wealth Management, Nomura

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.

Qian Su
Head of Investment Management, Asia, Indosuez Wealth Management

As the Head of Investment Management Asia, Qian is responsible for leading and developing Indosuez’s Investment platform in the Asia region and providing managed portfolio solutions across different asset classes, in both public and private markets.

She is currently in charge of Discretionary Portfolio Management, Public Fund Solutions and Private Markets. She also has a solid long-term record as a Fund Manager specialising in Asia and China Equity investments since 2011. Qian has close to 20 years of experience in Financial Markets, with strong expertise in portfolio management and fund management, providing holistic investment strategies and portfolio solutions for Asia clients. As a native Chinese with a wide breadth of working experience from Mainland China, to Western Europe and Asia including Singapore, she has a deep understanding of Global and Asia markets and delivers highly-customised investment solutions and services for clients.

Qian joined Indosuez in Switzerland in 2011 as an Equity Portfolio Manager. She relocated to Indosuez in Singapore in 2016 and was put in charge of the Asia Equity investment strategy and discretionary portfolio management. Prior to joining Indosuez, Qian started her career in 2007 in Macroeconomics & Market analysis and Commodity trading with Total Energies, based in Paris and in Geneva.

She holds a Master of Science in Chemical Engineering and a Master’s Degree in Economics and Management at IFP school (Paris). Qian is a Chartered Financial Analyst. Qian is fluent in English and French, and native in Chinese (Mandarin).

Hyde Sun
Head of Investment Consultant, Private Banking, Cathay United Bank

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.

Audience Eligibility

Complimentary attendance for this event is reserved exclusively for individuals within private banks, IAMs, and family offices. If your profile falls outside this core group, we invite you to contact us to discuss available sponsorship opportunities.

Contact Us

Email [email protected] for registration, speaker or sponsorship opportunities.