On Demand Sessions
|Opening Keynote: How is China changing the face of wealth management?
Join Ning Tang, Founder and CEO of CreditEase to explore how China is fundamentally transforming the outlook for wealth management and the private banking industry. What are the strategic choices businesses need to consider to maximise the China return and how should investors temper exponential opportunity with inevitable risk?
|Capturing alpha from the China onshore market
With a deep and liquid onshore bond market, and an A-shares market that continues to have a low correlation to wider global equity markets thus offering real diversification from a portfolio construction perspective, join our experts to uncover best in class strategies to capture alpha from China’s onshore credit and equity markets.
|Product Insights by UBS Asset Management: 6 trends in hedge fund investing
In this key product insight session, Kevin Russell, Chief Investment Officer of UBS O’Connor, a hedge fund manager within UBS Asset Management, will discuss how its flagship multi-asset strategy has successfully navigated market turmoil. Kevin Russell, Chief Investment Officer, and John Bradshaw, Head of APAC, will also talk about key trends in the hedge fund space and opportunities in China and environmental sectors.
|Alpha opportunities in China ESG investing
China’s commitment to hitting peak CO2 releases by 2030, to be carbon neutral by 2060, and its constant evolution of ESG practices are change-making steps from the world’s 2nd largest economy to accelerate the global ESG agenda. For international investors, how do these goals and ambitions translate into investment opportunities? Join our experts to learn more.
|Measuring the impact of China’s digital currency
China’s progression of digital currency adoption with the launch of its Digital Currency Electronic Payment (DCEP) is giving rise to a more pressing need for the private banking industry to enable digital asset trading and execution services. Our panel of experts will assess the impact of DCEP both onshore and offshore for the wealth management community and what future moves to expect from China’s digital currency ambitions.
|Product Insights by BlackRock: China’s quality revolution
How can investors navigate growing return dispersions resulting from the bifurcation into dual poles of growth between the U.S and China? What does the shift to quality in the context of China’s growth mean for public and private markets and increasingly, China’s progress with sustainability? Learn more about how the rewiring of globalization could impact the role of Chinese assets in investor portfolios.
|Thought-Leader’s Session: Ask the Expert Open Mic
Our closing session of the opening day will feature a senior industry leader taking questions from our audience on a wide range of topics that will include the potential of the Greater Bay Area, HK as the destination for family offices in Asia, and what to expect next from China in wealth management.
|Opening Keynote: Where to put your money to work for income in 2021/2022
What does the world’s largest bond manager see as the biggest changes ahead for Asia Pacific markets, for investors, and for the companies that serve them? Join Alec Kersman, Managing Director and Head of Asia-Pacific at PIMCO for an in-depth Q&A on top-tier investment strategies for capturing returns through 2021 and beyond.
|Client demand for hybrid private investments – here to stay or gone tomorrow?
The case for alternatives has become increasingly complementary to traditional investment strategies, the challenge remains in getting clients past the stigma of illiquid private assets. Hybrid strategies have become a sought after solution, allowing clients to be part of the private space whilst retaining some liquidity. Join our panel to review the nature and scope of these hybrid strategies within alternatives and assess further opportunities to consider in private investments, and how such products are likely to evolve over time.
|Product Insights by Allianz Global Investors: Intelligent Cities – Building a better future through innovation
Intelligent cities are developing all around us due to the convergence of disruptive technologies and new innovation. Intelligent cities use the latest technologies and data to create efficiencies, improve sustainability, promote economic development, and enhance quality of life factors for people living and working in cities. Cities are home to more than half of the world’s population, and they are expected to contribute to the majority of global growth over the next decade. This unprecedented rate of urbanisation and its inherent boost in resource consumption has created a need for a new type of city that can be smarter, more ecological, and, ultimately, sustainable long into the future. Join prominent Heads of Funds together with leading asset management firm, Allianz Global Investors, to discuss ways to harness the investment potential of megatrends such as Artificial Intelligence, Clean Energy, Digital Life, 5G, Infrastructure and other thematic investing opportunities brought forth by the evolution of intelligent cities.
|Finding income in a low yield environment: How is the 60/40-portfolio balance being reinvented?
Traditionally lower-risk fixed-income investments now yield close to zero, or zero, forcing investors to move further along the risk curve to generate returns, in turn compromising their risk appetite. What solutions are available in the form of bond ETFs and ultra-short funds as alternatives for risk-on clients? How much rebalancing of portfolios has taken place, increasing equity exposure and shifting portfolios toward value? Join us to explore the creative ways being developed to find income for investors in a low yield environment.
|Product Insights by World Gold Council: Has Gold lost its shine?
Cryptocurrencies continue to be on the rise and viewed by some as the alternative to gold. Meanwhile, the traditional merits of the precious metal being an inflationary hedge are being put to the test. Has gold lost its shine? Should we remain bullish or write it off? You asked, we answer.
|Avoiding greenwashing and creating a more sophisticated sustainable offering
What thematic sustainable investment strategies will see the most growth or may have been underserved? How to develop an evidence-based approach to ESG investing for clients that is built on robust data and transparency? Join us to deep dive into how private banks are tackling ESG both inside their organisations and in front of clients and what’s next in the evolution of this industry game changer.
|Product Insights by Nuveen: Income generation beyond fixed income
Alternative investment strategies offer unique income opportunities generally not available through traditional markets and, in a low-yield environment, they are increasingly an important component of a balanced portfolio. Join Nuveen’s investment experts to discuss market trends and explore ways to generate income via real estate, real assets and private credit.
|Thought Leaders Session: Ask the CIO Open Mic
In this key session, thought-leader, Prashant Bhayani, CIO, Asia Pacific at BNP Paribas Wealth Management will share his views on innovative investment approaches and will engage in a dialogue with APB’s Editor and the audience on issues including style investing, factor investing, adding protection offering to portfolios, and the evolution of hybrid private investments.
|Opening Keynote: The evolution of disruptive technology and innovation
Neal Cross was formerly the world’s most disruptive CIO/CTO, awarded by judges including Steve Wozniak and Richard Branson. From DBS Bank to now heading up one of the fastest growing wealth fintech companies in the world, join Neal for a fascinating session that explores what it means to be at the forefront of digital and disruptive change and lessons learned for the future of digital in private wealth management.
|VIP Onstage-Interview: Combining transformative strategies and the power of technology
Leading private banks are continuously redefining their strategies and scaling up their digital capabilities to stay ahead of the curve, thus setting new standards for excellence in private wealth management through innovation and transformation strategies. In this key onstage-interview, Cai Xin Fa, Ping An Group Executive and Head of Retail Banking at Ping An Bank, will discuss the bank’s progressive strategy and how transformative the power of technology can be to deliver a remarkable multi-channel client experience in private wealth management.
|Product Insights by Refinitiv, an LSEG Business: The Power of Personalisation: Building digital experiences for the modern investor
Personalisation has become the norm in most consumer-facing industries. As consumers spend more time in the digital world, they come to expect the same level of satisfaction from the experience across all aspects of their lives, including wealth management. This session will discuss why wealth firms need to enhance the digital experience to engage and retain investors, how firms can get personalisation right, what building digital experiences for the modern investor looks like.
|The prospects for digital assets and tokenization in private banking
Recent activities have shown a growing interest amongst wealth managers in the supposed liquidity of digital assets and the diversification potential such assets may offer. Meanwhile there is growing interest in the tokenization of assets, including existing traditional assets, whereby assets can be broken down into smaller values, making the product movable and suitable for a wider range of clients. Join this session to explore how progressive leading institutions view the opportunities digital assets and tokenization may offer in private wealth management.
|How much do you understand about the power of data?
AI and data science have the power to drive business growth by creating hyper-personalized services, helping investors make sense of fast-paced markets and freeing up RMs’ time. Getting it right when it comes to AI solution creation and analytics’ usage can determine private banks’ competitiveness. Getting it wrong drains human resource, finance, efficiency and effectiveness. 2021 and beyond is data survival of the fittest. This session will explore practical use cases that showcase the power of data in private banking, and the questions to be asking of your infrastructure, business models and personnel.
|Product Insights by MarketAxess: Liquidity – Data – Efficiency: The three pillars to enhance execution and client’s alpha
In an ever-changing world, liquidity, data, and trading efficiency remain the key ingredients for a successful fixed income strategy, especially when it comes to private banks. In this session we’ll explore each pillar in depth and delve into specific use cases to help you build a world-class experience for your end clients. Christophe Roupie, Head of EMEA and APAC at MarketAxess and Erik Tham, Head of Private Banking at MarketAxess, will discuss regional trading trends, specific use cases and the benefits of having all three pillars consolidated into one consistent trading experience.
|Thought-Leader’s Session: Wealth tech innovation meets new economy
In this key open mic session, Joey Chan, CEO of one of the most progressive digital platforms in private wealth management, will take questions from the audience and provide insight into what it takes to pioneer digital innovation in our industry and what opportunities she sees in the market to meet tech-savvy clients’ demands for efficient and valuable investment solutions.
The themes that will have a direct impact on your role and the future of private wealth management through invaluable and forward-looking insights.
In panel discussions, product insights and interactive open dialogue with each day organised around a distinct theme that is changing the face of private banking in Asia Pacific.
With hundreds of other professionals across the region’s private banks, family offices and wealth managers for idea exchange and networking.
For all enquiries, please email [email protected]
Under Secretary for Financial Services and the Treasury, The Government of HKSAR
Founder and Chief Executive Officer, CreditEase
Mr. Tang studied mathematics at Peking University, and gained a bachelor’s degree in economics at the University of the South (Sewanee) in the US. In 2018, he was awarded the honorary doctorate degree of the University of the South (Sewanee) for his outstanding achievements in the fintech field. During his early career, Mr. Tang joined Wall Street investment bank Donaldson, Lufkin & Jenrette where he worked on IPO, bond issuance and M&A in the areas of financial services, telecommunications, media and technology.
Mr. Tang founded CreditEase in Beijing in 2006. After efforts of 15 years, CreditEase has grown into a fintech conglomerate engaging in inclusive finance and wealth management. On December 18, 2015, CreditEase listed its online credit technology and wealth management technology subsidiary, Yiren Digital, on the New York Stock Exchange (NYSE:YRD), the first fintech company IPO from China in the global capital markets.
Mr. Tang serves as the member of Specialized Committee for Funds of Funds of China Securities Investment Fund Industry Association, Global Leadership Committee of Saïd Business School, University of Oxford, Shanghai Finance Institute, International Technology Advisory Panel of the Monetary Authority of Singapore, The Wall Street Journal CEO Council and Fortune CEO Initiative as well as the financial advisor of Xi’an Municipal People’s Government and the executive director of China Mergers & Acquisitions Association.
Co-Founder and Chairman of PictureWealth
Neal Cross is a globally recognized corporate, social and start-up entrepreneur with a long track record across blue-chip technology, finance and data companies. He is currently co-founder and chairman of PictureWealth, one of the world’s fastest growing wealth fintech companies and serves on the advisory board of Razer Fintech. Prior to this, Cross was the Chief Innovation Officer at DBS Bank, where in his tenure he drove their transformation into a global innovation powerhouse culminating in achieving the world’s best Digital Bank 2016 and 2018 and worlds best bank 3 times across 2018 and 2019. He has personally been awarded the world’s most disruptive CIO/CTO globally from judges Sir Richard Branson and Apple co-founder Steve Wozniak and is a regular winner of best innovation lab and innovation leader awards.
Managing Director and Head of Asia-Pacific, PIMCO
Mr. Kersman is a managing director and head of PIMCO Asia-Pacific. He is responsible for setting strategic direction for the region and leading a team of PIMCO professionals to deliver investment solutions and service to Asia-Pacific clients. He is an elected member of the firm’s managing director selection committee. He was previously head of strategic accounts for PIMCO’s U.S. global wealth management business and before that, the head of PIMCO’s Latin America business. Prior to joining PIMCO in 2005, Mr. Kersman worked at BBVA’s pension fund in Argentina, where he focused on product and business development. He has 20 years of investment and financial services experience and holds an MBA from Harvard Business School and a J.D. degree from the University of Buenos Aires, Argentina.
Head of Investment Strategy, Asia, J.P. Morgan Private Bank
Alex Wolf is the Head of Investment Strategy for Asia at J.P. Morgan Private Bank. In this role Alex is responsible for developing and communicating the Private Bank’s view on the market, economy, and geopolitics for investors and clients in the Asia region.
Prior to joining J.P. Morgan, Mr. Wolf was the Senior Emerging Markets Economist with Aberdeen Standard Investments responsible for economic analysis and macro investing strategies covering China and global EM. Prior to this he spent ten years with the U.S. Government in roles at the State Department and Defense Department. Most recently, Mr. Wolf served as part of the diplomatic service with overseas postings to the U.S. Embassy in Beijing and the American Institute in Taiwan. His responsibilities included managing a range of economic policy issues including trade and investment negotiations, sanctions implementation, intellectual property rights protection, as well as advising senior officials on macroeconomic issues. Prior to joining the diplomatic service, Mr. Wolf was an officer at the Defense Department working on Asian security and defense policy, where he specialized in Chinese military modernization and North Korea. In addition to his government experience, Mr. Wolf has held roles at Lehman Brothers and Zhejiang University of Finance and Economics.
Mr. Wolf holds degrees in economics from Johns Hopkins University and the University of Pittsburgh and has published extensively on China’s economy, US foreign policy, and North Korea. He resides in Hong Kong and speaks and reads Mandarin Chinese.
Head of Client Solutions, Americas, PIMCO
Mr. Tiwari is an executive vice president in the Newport Beach office and heads PIMCO’s client solutions efforts in the Americas. In addition, he is the lead product strategist for PIMCO’s global asset allocation and alternative risk premia offerings. As a senior member of PIMCO’s client solutions and analytics group, he focuses on constructing bespoke multi-asset solutions and advises both institutional and high net worth investors. Prior to joining PIMCO in 2008, Mr. Tiwari held roles in investment banking, venture investing, product management, and engineering. He has 19 years of investment experience and holds an MBA from the University of Chicago Booth School of Business and an undergraduate degree in electrical engineering from Purdue University in West Lafayette.
Ping An Group Executive, Special Assistant to the Bank’s President and Head of Retail Banking, Ping An Bank
Head of China, co-PM of APAC Private Credit, BlackRock
Celia Yan, Managing Director, is the Head of China, a co-portfolio manager of the Asia Pacific Private Credit, and is part of the Asian Credit leadership team and Asian Private Credit investment committee. She helps building our regional private credit platform, while sourcing deals and assuming portfolio management responsibilities for private credit investments in China and across Asia Pacific.
Prior to joining Blackrock in 2020, Celia was previously the Head of Greater China with ADM Capital where she joined in 2011. As a senior private credit investor, she led the overall China investment strategy and specialized in sourcing and executing Greater China private credit investments. Prior to that, Celia worked for National Australia Bank in Melbourne, where she advised on complex investment solutions and risk analysis.
Chief Data and Innovation Officer, Bank of Singapore
Celine Le Cotonnec is Bank of Singapore’s Chief Data and Innovation Officer. She oversees the data strategy of the Bank and implementation of data science and analytics use cases in cooperation with the OCBC’s Group Customer Analytics & Decisioning and AI Lab. Her mission is to foster a culture of innovation while running the Bank’s Innovation Centre of Excellence. Prior to joining Bank of Singapore, Celine was the Chief Data and Innovation Officer for AXA Insurance Singapore and the Head of ASEAN Connected Services, Digital and Mobility for car manufacturer PSA Peugeot Citroen in China. She received the accolade of Data Leader of the Year at the 2020 Women in IT Awards Asia and was listed in the inaugural SG 100 Women in Tech List in 2020.
CIO & CCO, Flowbank
Charles-Henry Monchau is CIO and CCO at Flowbank where he brings 25 years of international experience in multi-asset investing. Before joining, Charles-Henry held senior roles at Dubai Investments (CIO), Deutsche bank (Head of Asset Allocation EMEA), EFG Bank (CIO Europe), Rothschild Bank AG in Zurich, Lombard Odier (Geneva and Paris) and BNP Paribas (Geneva and Nassau). He was also an adjunct professor in Finance at the IUG and HES Kalaidos both in Geneva. Charles has an Executive MBA from Instituto di Empresa (Madrid & Shanghai), a MSc in Finance from HEC Geneva and graduated from MIT Sloan (Blockchain technologies), London School of Economics (Real Estate) and Oxford Said (Venture Capital). He is also a CFA, CMT, CAIA and CIIA charterholder.
Global Head of Digital Solutions, Refinitiv, an LSEG Business
Charles is responsible for driving the strategic direction, business planning and financial results for Digital Solutions business. Prior to joining Refinitiv, Charles was a managing director in the Wealth & Asset Management Advisory practice of Ernst & Young LLP (EY). Charles has deep knowledge in wealth management product areas and is an inventor on eight US patents on process and product designs. Over the last 15 years, Charles has worked extensively with many of the top 10 US financial services institutions with a focus on product strategy, platform design, digital strategies, operating model development, and process improvement. Prior to joining EY, Charles had senior leadership roles at Fiserv/CheckFree (now Tegra118) and Misys (now Finastra).
Head of Fund Specialists, Singapore, Bank Julius Baer
Cheryl is Head of Fund Specialists Singapore at Bank Julius Baer. The team is responsible for providing active investment advice and sales for Mutual Funds, Hedge Funds and Private Equity. She joined Bank Julius Baer in December 2013, following the Bank’s integration of the Merrill Lynch International Wealth Management Business (outside the US).
Prior to joining Merrill Lynch International Wealth Management in 2007, she spent 7 years as a Financial Advisor at Citigroup, Smith Barney (Singapore).
Cheryl holds a Bachelor of Business Administration degree (with Honours) from the National University of Singapore.
CEO of EMEA and APAC, MarketAxess
Christophe Roupie joined MarketAxess in March 2017 as CEO of EMEA and APAC. In this role, Christophe is responsible for the international growth of the trading, data, and post-trade business groups at MarketAxess, including driving the firm’s global expansion into new and emerging markets.
He was previously Global Head of Trading and Securities Financing for AXA Investment Managers. While at AXA, he managed trading teams in Paris, London, Hong Kong and Greenwich, CT across equities, fixed income, FX, derivatives, repo and stock lending. Prior to this, Christophe was the Global Head of Fixed Income Trading at Natixis Asset Management.
Christophe started his career as an inter-dealer broker with Tradition. Throughout his career, he has been an advocate for electronic trading and market transparency as critical components of competitive, efficient and liquid fixed income markets globally.
Head of Funds, Asia Pacific, Julius Baer
Donald Rice is Head, Funds Specialists Asia at Bank Julius Baer. Based in Singapore, he is responsible for Mutual Funds, Alternative Investments and ETFs advisory, and leads his team to deliver optimal solutions for clients across the region.
Prior to joining Bank Julius Baer in 2019, Donald held a variety of positions in Credit Suisse over 23 years. Most recently, he was the Deputy Head of Fund Solutions, as well as the Head of Alternative Fund Solutions Asia Pacific based in Singapore. His responsibilities covered sourcing, selection and distribution of mutual funds, ETFs, hedge fund advisory, private equity, infrastructure and managed real estate capabilities. His teams in Hong Kong and Singapore specialised in customised solutions for ultra high net worth clients, family offices and institutions.
Donald graduated from the American Graduate School for Internaitonal Management (Thunderbird) with a Master’s degree focusing on International Securities Investment, Financial Engineering and Multinational Corporate Finance.
Managing Director and Regional Head of Alternative Investments, Asia, HSBC Private Banking
Edward Moon is a Managing Director and Regional Head of Alternatives, Asia for HSBC Private Bank. Edward has over 20+ years of financial industry experience across alternative investments, investment management and investment banking.
Before joining HSBC, Edward was responsible for all hedge funds and liquid alternative investments at Bank of Singapore. Prior, he was an MD at Lighthouse Canton and Chief Investment Officer at the alternative investments platform for the Woori Financial Group. He was also previously a VP at Citigroup and a financial analyst at Credit Suisse.
Edward holds an MBA from INSEAD and a BA (with Honors) from Brown University.
Head of Business Strategy, Wealth Management & CEO, CreditEase Singapore
Eleven is in charge of developing overall business strategy to drive business growth, she also focuses on finding innovative ways to explore wealth management solutions.
CreditEase Wealth Management is the wealth management brand for high-net-worth and ultra-high-net-worth individuals under CreditEase, a leading fintech company.
As a leading player in China’s wealth management industry, CreditEase Wealth Management aims to become the top wealth management brand for Chinese high-net-worth individuals around the globe. It provides the services including investment, life, succession, education and philanthropy, customized and one-stop solutions to help (U)HNWI for global asset allocation and wealth succession.
Eleven has rich banking experience for more than 20 years, and joined CreditEase in 2019.
Before she joined CreditEase, she was Head of Strategy – Greater China & North Asia – Bank of Singapore, she has also served a few key roles in Deutsche Bank, Citibank, especially focus on identifying business opportunities and strategic investment planning.
Head of Private Banking, MarketAxess
Erik Tham is a senior executive and expert in financial markets, securities trading and electronic trading technology with over 20 years of industry experience. Erik started his career in 1999 as business consultant at Accenture, where he was involved in numerous projects related to securities exchanges and trading technology. Following this position, between 2006 and 2018, he covered various senior roles in fixed income e-trading at leading firms such as UBS Investment Bank and UBS Wealth Management in Zurich (Switzerland), including head of desk and market & technology expert.
In November 2018, Erik joined MarketAxess as Head of Private Banking Product with the objective to help trading desks at global private banks and wealth managers to combine highest execution performance with maximum efficiency.
Erik holds a master’s degree in Physics (M.Sc.) and is based in Zurich.
Head, Sustainable Investing Consumer, Private and Business Banking (CPBB), Standard Chartered Bank
Eugenia Koh is Head of Sustainable Investing at Standard Chartered Bank. In her role, she is responsible for the development and implementation of the sustainable investing proposition for clients. This includes the ideation, curation and due diligence of sustainable solutions, and partnering with bankers and clients to incorporate sustainable investing strategies into client portfolios. She is also a member of the bank’s global Sustainable Finance Steering Committee.
She has over 10 years of experience in sustainable development from sustainable investing to corporate social responsibility and experimenting with building a social enterprise to support livelihoods in Cambodia. She spent half of her career in banking and the other half in public relations consulting, working with both corporate and NGO clients.
Prior to joining the Bank, she worked in the COO team at Barclays, where she had her initial foray into impact investing. There, she was tasked with evaluating and exploring the implementation of an impact investing platform for Barclays in Asia.
She started her career at Weber Shandwick, and worked on a number of award winning public relations campaigns spanning thought leadership to corporate social responsibility.
She is author of “Dawn Kwan. Art Awakening”, a chronicle of child prodigy Dawn Kwan’s journey as a child artist, which is available in all National Libraries in Singapore.
Head of Asia Investments, Pictet Wealth Management
Based in Hong Kong, Evelyn joined Pictet in 2019 and is responsible for leading the Chief Investment Office, Research (macroeconomic, equity), Solutions (discretionary, advisory) and Distribution teams.
She has over 20 years’ industry experience with leadership positions covering investment office, mandate consulting and sales management with Bank Julius Baer and UBS.
Evelyn holds a bachelor’s degree in Accountancy from Nanyang Technological University and an MBA at University of Chicago Booth School of Business. She is a CAIA charterholder and a member of MENSA Singapore. She is fluent in English and Mandarin.
CEO and Managing Partner, Bordier & Cie
Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. In addition, he serves as managing partner of Bordier & Cie Group since 2011, and is president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he was managing director of Bordier International in London for 10 years.
Evrard has been in the financial industry for over 25 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice.
Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.
CIO, Asia, Private Banking & Wealth Management, HSBC
Fan Cheuk Wan is the Chief Investment Officer, Asia for Private Banking and Wealth Management at HSBC. In this role, she is in charge of the Chief Investment Office in Asia, responsible for developing regional investment strategies and themes across all asset classes for private banking and wealth management clients in the region. Ms. Fan is a member of the Global Investment Committee of Private Banking and Wealth Management and Chair of the Regional Investment Committee in Asia. She is also responsible for the investment process for the regional product fulfillment strategies in Asia.
Ms. Fan joined HSBC in April 2016. Prior to joining HSBC, she worked for Credit Suisse Private Banking, serving as Managing Director and Chief Investment Officer Asia Pacific in 2013-2015, Head of Equity Research and Head of Research Asia Pacific in 2006-2013. Ms. Fan also held senior China equity research roles for 11 years, working at ABN AMRO Bank, Cazenove Asia Limited, BNP Peregrine Securities and Standard Chartered Securities Limited.
Ms. Fan holds a Bachelor’s degree in Social Sciences from the University of Hong Kong, an MA in Area Studies (China) from the School of Oriental and African Studies of the University of London and an MBA from the Imperial College Business School in London. Before joining the finance industry, Ms. Fan served as a political journalist specialised in Chinese and Hong Kong
politics for seven years and was Political Editor of the Hong Kong Economic Journal.
Head of Investment Services, Asia Pacific, BNP Paribas Wealth Management
Garth is the Head of Investment Services, Asia Pacific for BNP Paribas Wealth Management, responsible for the regional investment services platform.
Before taking on his current position, Garth was Head of Managed Assets, Asia, leading the regional Discretionary Portfolio Management (DPM) and Contractual Advisory teams. Garth has been based in Singapore since 2012, when he joined as Head of DPM, Asia.
He was previously Head of DPM and Head of Investment Advisory, Wealth Management in London. Prior to this he was Head of DPM, Wealth Management in The Netherlands, where he was responsible for discretionary investments for HNW, UHNW and institutional clients, as well as a range of asset management funds for both retail and institutional investors. He has significant asset management and wealth management investment experience across multiple asset classes.
Garth holds a Bachelor of Science degree in Actuarial Science, is a CFA charter holder, and holds an Executive MBA from INSEAD, where he graduated with distinction. He also holds a Master’s degree in Comparative East-West Philosophy from the University of Hawaii.
Co-Founder and CEO, Sygnum Singapore
Gerald is Co-Founder and CEO Sygnum Singapore.
Previously, Gerald was the Head of Alternative Investments for CrimsoNox Capital, a single-family office.
Before that, Gerald was a Managing Director with global investment consultant Cambridge Associates, where he focused on private investments and worked with numerous sovereign wealth funds, endowments and foundations, pension funds, and single family offices to build and monitor their global private investment programs. He also co-established its Beijing office in 2011.
Gerald holds a bachelor’s degree in Management, summa cum laude, from the Singapore Management University.
Head of Private Wealth Asia Pacific, Nuveen
Henry Chui is a Managing Director and Head of Private Wealth for Asia Pacific based in Hong Kong where he leads the build out of all wealth distribution channels across Asia Pacific to deliver investment solutions for clients.
Henry joined Nuveen in 2020 and prior to this, he was a Senior Vice President and Head of Private Banking for North Asia at PIMCO where he was a key member of the build out of the region’s wealth management business, which became one of the largest business lines for Asia Pacific, and led a team of client facing professionals to cover the largest private banks in the region. During his time at PIMCO, Henry also co-chaired the Asia products working group, the new vehicle working group, and led the associate promotion committee. Prior to PIMCO, he has worked at Invesco and Schroders also covering wealth management clients and entered the industry in 2007.
Henry holds of Bachelor of Commerce from the University of Toronto and holds the CFA designation.
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Head of Fund Investments Solutions, APAC, Head Global Investment Management, China, UBS GWM
Jansen Phee is the head of Funds Investment Solutions for Asia Pacific at UBS Global Wealth Management. He is also the head of Global Investment Management China. In his first role, Jansen is responsible for UBS GWM’s fund offerings and fund agenda in the region. He is based in Singapore and chairs UBS’s Asia Pacific funds committee and is also a member of its global funds committee. In his other role, Jansen is responsible for UBS GWM’s funds, alternatives, and wealth planning (life insurance and family trust) businesses in onshore China. Jansen previously also headed UBS’s discretionary fixed income and equity teams and was the head of the Singapore and Malaysia Investment Specialist team where he helped advise and structure investment solutions for clients. He has over 18 years of experience in investment advisory, discretionary management and research roles.
Prior to re-joining UBS, he was with BNP Paribas WM as the head of equities within the discretionary portfolio management team and before that a senior investment counselor. Jansen also spent time at Mercer Consulting as an investment consultant and at Citigroup Private Bank as an investment portfolio counselor.
Jansen graduated from the London School of Economics with Honors in Econometrics and Mathematical Economics.
Chief Investment Officer, Greater China, Credit Suisse
Head of Distribution, APAC Ex-China, World Gold Council
Jaspar Crawley is Head of Distribution, APAC Ex-China, having joined the World Gold Council in August 2018. Jaspar is responsible for building long-term relationships with institutional gold investors.
Jaspar has over 10 years’ experience in the gold industry and related fields, working as a precious metals sales trader at UBS and Deutsche Bank. Formerly a Captain in the British Army, Jaspar holds a degree in History (BA Hons) from Newcastle University, the STA Diploma in Technical Analysis and is a CAIA charter holder.
Chief Executive Officer, Fargo Wealth Singapore
Joey Chan is chief executive officer of Fargo Wealth Management Singapore. Prior to joining Fargo Wealth in October 2020 Joey spent over 10 years covering External Asset Managers and Family Offices at Julius Baer Private Bank Hong Kong, BNPP Private Bank Hong Kong and Singapore and Credit Suisse Private Bank Singapore, managing over USD 2 billion assets. Prior to that Joey spent over 10 years with Credit Suisse Investment Bank covering HK and South East Asian clients. Joey earned a Bachelor of Commerce at The University of Sydney and she is a CPA Australia and CFA charter holder.
Head of APAC, UBS O’Connor
John Bradshaw is the Senior Portfolio Manager for the Asian Long/Short strategy. John joined O’Connor in April 2012, prior to this he worked at UBS Investment Bank running the Asian Tactical Trading strategy for the segregated proprietary trading team called “The Fundamental Investment Group” from 2005 to 2012. Most of this time was spent in Hong Kong before moving to Singapore in 2011. From 2001 to 2005, he was the Head of the Cash Equity Trading team for UBS Investment Bank which involved facilitating client business, trading a proprietary trading book as well as managing a team of seven professionals across Hong Kong/London and New York. Prior to his move to Hong Kong in 2001, he was based in London as a UK Equity Trader. John has over 27 years of investment experience, and joined SG Warburg in 1991 direct from school into their training program.
ESG Analyst, Matthews Asia
Kathlyn Collins is an ESG Analyst at Matthews Asia. Prior to joining the firm in 2018, Kathlyn worked as an ESG & Global Strategy Analyst with Cartica Management LLC where she developed ESG integration and analyzed investments for portfolios, conducted company research and engagement, and wrote reports relating to Emerging Markets. She earned an M.A. in International Relations and International Economics from John Hopkins University School of Advanced International Studies and an M.A. in Italian Studies from Middlebury College in Florence, Italy. Kathlyn has a B.A. in Broadcast Journalism, Italian Language, Literature & Culture from Syracuse University. She has been part of the faculty for the International Corporate Governance Network’s (ICGN) ESG integration course and is a Sustainability Accounting Standards Board (SASB) Fundamentals of Sustainability Accounting (FSA) credential holder.
She is a Chartered Alternative Investment Analyst (CAIA) and speaks Italian and Spanish.
President and CEO, Churchill Asset Management
Ken serves as president and CEO of Churchill Asset Management, an investment specialist of Nuveen. Throughout his career in the investment industry, he has accrued a broad range of experience in leading middle market financing businesses.
Previously, Ken served as president and a director of Carlyle GMS Finance (Carlyle’s publicly traded business development company). Prior to that he founded and was president and CEO of Churchill Financial, and served as head of leveraged finance for Royal Bank of Canada as well as head of Indosuez Capital, a leading middle market merchant banking and asset management business. Ken also helped to found high yield finance businesses at both Chase Securities (now JP Morgan) and SBC Warburg (now UBS).
Ken serves on the Pension Investment Advisory Committee for the Archdiocese of New York, the Board of Trustees at Canisius High School and the Advisory Board of Teach for America (Connecticut). He is a guest lecturer at Boston University Questrom School of Business and a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University. Ken graduated with a B.S., magna cum laude, in Business Administration from Georgetown University and a J.D. from Northwestern University School of Law.
Chief Investment Officer, UBS O’Connor
As CIO and Global Head of O’Connor, Kevin leads the capital allocation process for the multi-strategy fund, manages the major investment teams and sets strategy for overall investment capabilities.
Kevin joined O’Connor in 2016 from Citigroup, where he spent his entire 24-year career prior.
He was Global Head of Equities Trading from 2012 to 2015, responsible for all risk and trading across equity, equity derivative and equity financing products globally. From 2007 to 2011, in addition to his role as Head of Equities Trading Americas, Kevin was responsible for Citigroup’s proprietary business in the US.
In this position, he oversaw USD 6 billion of assets in fundamental long / short equity, quantitative equity, convertible securities, structured credit, credit relative value and event driven strategies.
Chief China Equity Strategist, Morgan Stanley
Laura Wang serves as the Chief China Equity Strategist for Morgan Stanley and she is based in Hong Kong. Laura’s coverage includes both the onshore A-share market the offshore China equity space such as the Hong Kong market and Chinese companies listed in the US. Laura’s team has been ranked as the No. 1 equity strategy team in Institutional Investor magazine buy-side surveys for three years in a row between 2018-2020; Laura herself has also been voted as the No.1 equity strategist in the same survey for the past 2 years. Laura started her career in consulting and had worked as a strategy consultant at Boston Consulting Group in its New York office before moving back to Asia and started at Morgan Stanley in 2012. Laura graduated from class of 2007 from Harvard Business School.
Head of Singapore Private Banks, BlackRock
Mandy Lee, Director, is Head of Singapore Private Banks within the Southeast Asia Client Business Group, where she oversees private banking relationships in Asia ex Japan. She is responsible for driving sales for products across mutual funds, iShares ETFs, private equity, hedge funds and other tailor-made solutions by BlackRock.
Ms Lee’s service with the firm dates back to 2012 when she joined as part of the iShares distribution team, delivering ETF solutions to private bank clients in Asia ex Japan region. She then joined the Singapore retail distribution team focusing on building and managing relationship with Singapore retail distributors. Prior to this, Ms Lee worked as a Treasury Sales within HSBC Global Markets and structured product sales with Macquarie Bank in Hong Kong and London.
CEO, Nuveen Real Assets and Real Estate, Nuveen
Mike leads the Nuveen Real Estate and Real Assets investment business units.
As a veteran real estate investor, Mike brings 30 years experience and expertise to the role which involves responsibility for Nuveen’s c$145 bn Real Assets business. In addition to executive responsibility for Nuveen Real Estate, Mike is accountable for setting and driving strategy across Nuveen’s impact and infrastructure teams and investment specialists – Westchester, Gresham, Greenwood and AGR. He ensures Nuveen delivers investment performance and world-class service that is in line with clients’ expectations.
Career highlights include his instrumental position as part of the M&A team that merged Henderson Global Investor’s and TIAA’s real estate platforms in 2014, and the subsequent global growth of that platform.
Mike is a trusted public voice in discussing key issues and trends within the real estate market. He is well known across the industry for his integrity, results and performance orientation, collaboration and ability to form trusted partnerships with clients, employees and industry stakeholders, at all levels.
Mike’s career began in 1989 as a development surveyor at Morgan Grenfell Laurie, before being appointed to head of the U.K. Investment Agency in 1993. His tenure at Nuveen Real Estate dates back to 1994, when he joined the Henderson property business as an investment manager.
Mike graduated with a B.A., honors, in Business Studies and an M.Phil. in Land Management. He is a member associate of the Royal Institution of Chartered Surveyors and a member of the Investment Property Forum.
Portfolio Manager, Global Emerging Market Equities, BlackRock
Nicholas Chui, Director, is a portfolio manager and research analyst within the Global Emerging Market Equities team in BlackRock’s Fundamental Equity Group. Mr Chui co-manages the China Flexible Equity Strategy, Asian Dragon Strategy and China A-Shares Strategy. He is also research pod leader of the North Asia Healthcare, Industrials, Energy, Materials and Utilities research pod.
Prior to joining BlackRock in September 2020, Mr Chui was with Aberdeen Standard Investments with a focus on analyzing and investing in Chinese stocks. There he managed the All China fund (2015-2017) as well as the flagship A-share equity fund (2017- July 2020). He was most recently Deputy Head of the HK/China Equities team. Mr Chui was responsible for China research with a focus on consumer, insurance and healthcare sectors. Mr Chui is fluent in English, Mandarin and Cantonese.
Chief Investment Officer, Asia Pacific, Fidelity International
Paras is the Chief Investment Officer, Asia Pacific, at Fidelity International. He is responsible for working across all asset classes to determine regional priorities, catalyse innovation and represent the function to external bodies such as regulators and policy makers.
Paras also currently manages the Emerging Markets and Australian Equity portfolio management teams, as well as leading global initiatives such as systematic investment strategies and use of data, analytics and artificial intelligence in the investment process. He also has responsibility globally for Sustainable Investing, Corporate Finance and Equity Capital Markets.
Paras joined the company in 2012 as CIO Equities, Europe. During this time, he helped form the women’s network which has over time become Fidelity 4 Everyone and today encompasses the broader D&I agenda including LGBT and remains close to the program as an LGBT ally. Paras is also the co-sponsor of Fidelity’s Corporate Sustainability programme which sets the strategy for improving the organisations performance across all aspects of ESG.
Paras currently lives in Singapore but grew up in the UK. Despite focusing principally on arts subject academically, he became interested in investments through his mother, who was a Japanese Equity fund manager. As Paras started his investment career, he realised having an arts background helped with understanding of market psychology as well as shifts in business dynamics and incorporated this as part of his investment process as a European Equity fund manager.
Paras believes decision making under uncertainty is always done best by developing teams with diverse views leveraging the insights that can come from different backgrounds, different cultures and unique life experiences. Critical to managing diverse teams is creating an environment of psychological safety where individuals feel well supported and are their authentic selves.
Head of Investment Fund Sales, Greater China, UBS Global Wealth Management
Paula Ip has joined UBS since 2017 and is responsible for investment fund sales and advisory covering Greater China region. Before that, Paula worked in GAM where she was Head of Distribution for APAC. Prior to working at GAM, Paula worked at various asset management companies including ING and Dresdner RCM Global Investors (ie Allianz Global Investors) in the capacity of sales and business development manager. Paula has over 25 years of investment experience covering both buy and sell side in the industry and is a CFA Charterholder.
APAC Economist, UBS Global Wealth Management
Chief Investment Officer, Asia Pacific, BNP Paribas Wealth Management
Director, Portfolio Manager Senior Research Analyst, Technology, Allianz Global Investors
Mr. Jue is a portfolio manager, a senior research analyst and a director with Allianz Global Investors, which he rejoined in 2017 after previously working with the firm from 2005 to 2014. He is a member of the Global Technology team and focuses on hardware, networking and software companies. Mr. Jue also assists the team in the management of several technology-specific portfolios. He has 20 years of investment industry experience.
He previously worked at Rainier Investment Management and RBC Capital Markets. Before that, he worked in various marketing, finance and accounting roles with a division of Gillette; he was also a CPA with KPMG.
Mr. Jue has a B.S. in business administration from Northeastern University and an M.B.A. from the University of Chicago Booth School of Business.
Chief Investment Officer, Standard Chartered Bank Singapore Limited
Steve Brice is the Bank’s Chief Investment Officer and has over 25 years of financial markets experience in senior positions. He leads a team of more than 25 investment professionals and chairs the Bank’s Global Investment Committee, which is responsible for forming the cross-asset investment views for the Private Bank and Retail segments. He is also head of the Discretionary Portfolio Management division.
His previous roles include Chief Economist (SE Asia), Head of Research (Middle East and South Asia) and Head of Global Markets (Southern Africa), all with Standard Chartered Bank. He started his career at I.D.E.A. Ltd, a financial consultancy in London, where he was Regional Head of FX (Europe) before joining SCB. He has a Masters from the University of Liverpool.
Steve’s views are widely sought by both clients and the media. He regularly contributes articles to newspapers and magazines and frequently appears on CNBC and Bloomberg TV and radio.
Steve is based in Singapore and travels frequently around Asia, Africa, Europe and the Middle East to share his views with both clients and the media. Steve is originally from the UK, but has lived in Asia, Africa and the Middle East for the past 20+ years. Steve is an ardent sports fan focusing on cricket, rugby and Liverpool FC.
Senior Investment Strategist, APAC CIO Office, Credit Suisse
Mr. Tantia is a Senior Investment Strategist and a member of the Asia Pacific Investment Committee of Credit Suisse. Together with the CIO, he is responsible for providing thought leadership on bank’s House Views to private banking clients in Asia. He is the lead strategist to formulate investment strategies on equities and advise clients. Mr. Tantia actively shares his market views in the media and is a regular guest speaker at Bloomberg, CNBC and Channel News Asia.
Mr. Tantia started his financial career in 2008 as an Equity research analyst with CRISIL Ltd, a subsidiary of Standard & Poor, based in India. Following that, he joined Credit Suisse Private Banking Research India in 2011 as an Equity analyst. In 2016, Mr. Tantia took over the current role of Senior Investment Strategist, Asia Pacific.
Mr. Tantia graduated with a Bachelor of Commerce (Economic Honours) from Panjab University, India. He also holds a Master of Business Administration (MBA) from Symbiosis International University (SIU), India with major in Finance.
Mr. Tantia is a Chartered Financial Analyst (CFA) and also a Financial Risk Manager (FRM) from the Global Association of Risk Professionals (GARP).
Chief Executive Officer and Founder, Canopy
Global Board of Director , CAIA Association, Asia Committee Member SABI
Mr. William Ma, CAIA, CFA with over 18 years of industry experience, was the Chief Investment Officer of Noah Holdings (NOAH:NYSE) and the Chief Investment Officer of Gopher Asset Management, the asset management arm of Noah. Gopher is the largest multi-asset multi-strategy asset management company in China with USD23 billion AUM and 220 professionals. As CIO of Noah and Gopher, he is responsible for overseeing all investment management, asset allocation and investment products due diligence of combined USD80 billion of asset. He also actively manages the discretionary mandates and China domestic public market funds, and won the prestige Golden Bull Award – Best Domestic Fund of Hedge Funds in China in 2018, Best overseas discretionary China mandates in 2019, as well as numerous awards from InvestHedge, HFM and AsianInvestor.
Mr. Ma was the Foreign Expert QDLP Review Committee Member for the Shanghai Municipal Government Financial Service Department since 2012, the judge panel of Eurekahedge Asian Hedge Fund Awards since 2016, the APAC Committee Member of SBAI (Standard Board of Alternative Investment) since 2019, and Board Member of CAIA (Chartered Alternative Investment Analyst) Association since 2020.
Before joining Noah in 2015, Mr. Ma was the CIO of Gottex Penjing Asset Management (GPAM), the Asia asset management arm of Gottex Fund Management, a Swiss-listed alternative investment management firm with peak AUM of USD22 billion. At GPAM, Mr. Ma managed a team of 20 investment professionals in Asia, and was the lead portfolio manager of all of Gottex’s Asian fund of hedge funds. Prior to joining GPAM in 2012, Mr. Ma was co-founder and Portfolio Manager of Penjing Asset Management managing the industry’s first Asian funds of hedge funds since 2005. Before co-founding Penjing, he worked at Vision Investment Management (Asia) Ltd specializing in Asian hedge funds due diligence. Previously, he served as a research analyst at HT Capital Management Ltd, a Pan Asia Equity Long/Short hedge fund management firm in 2003. Mr. Ma joined the investment industry in Merrill Lynch’s San Francisco office in 2001.
With over 16 years of track record, Mr. Ma won over 16 industry awards: Golden Bull Award – Best overseas discretionary China mandates in 2019, Golden Bull Award – Best Domestic Fund of Hedge Funds in China in 2018, The Asset Triple A Fund Management Award – Manager of the Year (Fund of Hedge Funds) in 2015, HFM Asia Hedge Fund Performance Award – Fund of Hedge Funds Long Term Performance (5 years) Award in 2014, HFMWeek Asia Performance Award – Fund of Hedge Funds Specialist in 2013 and 2012, in addition to multiple awards received from InvestHedge, AsianInvestor and Asia Asset Management between 2004 – 2010.
Mr. Ma received his BEng (EESE) from the University of Hong Kong and his MBA in Finance and E-Commerce from the University of San Francisco and was invited to Peking University in Beijing as an exchange student representative in the Beijing International MBA (BiMBA) program in 2002. He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst charterholder, and a member of the Hong Kong Society of Financial Analysts.