Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has nearly two decades of experience in the financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.

Ms. Cai has over 10 years of experience in fixed income investment and asset management. She joined ChinaAMC (HK) in 2017 as a fixed income portfolio manager. Before joining ChinaAMC (HK), she served as an Investment Manager in the Fixed Income Investment Department at Fosun International Limited. In this role, she was responsible for investments in US and Asian investment-grade bonds, as well as emerging market high-yield bonds. She also assisted the CIO in managing a US$20 billion global fixed income portfolio and completed the establishment of the firm's trading platform.

Prior to that, from 2011 to 2015, she worked in the Asset Management and Fixed Income departments at Guotai Junan (Hong Kong), where she assisted in managing a HKD 500 million Asian high-yield bond portfolio. Notably, in 2012, as one of the key persons in charge, she assisted Guotai Junan in establishing the first RQFII public fund in Hong Kong, with an initial fundraising scale of over RMB 800 million.

Ms. Cai holds a Master's degree in Finance from The Hong Kong Polytechnic University.

Adrian Chan is a Portfolio and Traditional Specialist at Citi Wealth. In his role, he provides clients with guidance on building portfolios of funds and discretionary mandates. Adrian has been with Citi since May 2020 and has extensive experience across traditional and alternative investments.

Prior to Citi, Adrian held business development roles with asset management firms including BMO Global Asset Management, Value Partners, JPMorgan Asset Management and LGT Capital Partners. Adrian is a graduate of the University of Waterloo in Canada (Computer Engineering) and completed a Master of Business Administration at the Hong Kong University of Science and Technology. He is a CFA charterholder.

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 is Head of the Sustainable Thematic Equity Team. 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 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 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.

Jeff Palma, Senior Vice President, is Head of Multi-Asset Solutions, responsible for leading the firm’s asset allocation strategy and macroeconomic research. Prior to joining the firm in 2021, Mr. Palma was a managing director at State Street Global Advisors, where he led a team of 20 individuals responsible for investment strategy and strategic asset allocation, as well as portfolio construction and implementation. Previously, he was head of tactical asset allocation at GE Asset Management and head of global equity strategy at UBS Investment Bank. Mr. Palma has a Doctor of Business Administration in Finance degree from Sacred Heart University, an MBA from Columbia University and a BA from Rutgers University. He is based in New York.

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.

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.

Qian is an investment specialist within the Emerging Markets Client Team. She joined Baillie Gifford in 2021. Previously, Qian worked as a senior client portfolio manager covering emerging markets strategies at Pictet Asset Management and JPMorgan Asset Management. She began her career at Merrill Lynch in 2008. Qian graduated MSc in Mathematical Risk Management from Georgia State University and BSc in Economics and Statistics from Peking University. Qian is a native mandarin speaker and a CFA Charterholder.

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

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.

Christopher Hamilton is Head of Client Investment Solutions, Asia Pacific ex Japan, for the Invesco Solutions team, which develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, he and his team leverage Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored investment outcomes for our clients.

Mr. Hamilton joined Invesco in 2015. Prior to his current role, he served as head of portfolio advisory and senior solutions strategist, where he was responsible for providing multi-asset portfolio construction research and guidance and custom investment solutions to institutions and wealth management intermediaries across North America. Prior to that, Mr. Hamilton was director of portfolio advisory, where he built and led the advisory solutions platform in North America. Before joining the firm, he was director of business analysis for Phillips 66, where he engaged in merger, acquisition, and divestiture efforts, and capital markets activities. He also held multiple investment management roles for Bank of America.

Mr. Hamilton earned both a BA in economics and an MS in accountancy from the University of Illinois at Urbana-Champaign, and an MBA from Rice University. He is a Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) charterholder.

Thiemo is Head of the Sustainable Thematic Equity Team. 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”.

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

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 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 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.

Xinhui Su leads the Asia Portfolio Solutions Group for J.P. Morgan Private Bank in Asia. The Portfolio Solutions Group brings forth a wealth of experience in asset allocation, portfolio construction and implementation advice, empowering advisors to build stronger client relationships, win new business and deliver well-rounded portfolio advice across all asset class.

Prior to that, she was a managed solutions specialist, partnering closely with Advisors and Portfolio Management teams in delivering managed solutions to clients and prospects to meet their long-term wealth goals. She had spent 4 years in Hong Kong between 2016 - 2020 in a similar capacity.

She started her career in the Singapore office as a Banker Analyst, where she partnered with senior bankers to identify and fulfill clients’ needs across investments, credit, trust & estate planning and philanthropic services. Apart from working on deepening relationships with new and existing clients, Xinhui was also involved in leading the team’s prospecting efforts across Indonesia and Singapore, developing ideas to enhance engagement. In 2016, Xinhui relocated to Hong Kong to join the Investment Strategy team where she partnered with Asia’s Chief Investment Strategist to conduct macroeconomic research to drive investment views within the Solutions business.

Ms. Su received a Bachelor in Accountancy and Bachelor in Business with a specialization in Banking and Finance from Nanyang Technological University in Singapore. She is also a CFA charterholder and has a CFA in ESG certification.

Qian is an investment specialist within the Emerging Markets Client Team. She joined Baillie Gifford in 2021. Previously, Qian worked as a senior client portfolio manager covering emerging markets strategies at Pictet Asset Management and JPMorgan Asset Management. She began her career at Merrill Lynch in 2008. Qian graduated MSc in Mathematical Risk Management from Georgia State University and BSc in Economics and Statistics from Peking University. Qian is a native mandarin speaker and a CFA Charterholder.