DPM Leaders Conversation 2023 Singapore

Date:
27 April 2023
Time:
09:00 – 12:25, followed by a networking luncheon
Venue:
The Fullerton Hotel Singapore

Registration to DPM Leaders Conversation Singapore is now closed.

This event is restricted to attendees from private banks, private wealth managers, IAMs, and family offices. All registrations are subject to approval by Asian Private Banker

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Overview

Asian Private Banker’s 2023 DPM Leaders Conversation is a high-powered closed-door, in-person thought leadership forum for DPM professionals working in private wealth management in Asia Pacific.

Featuring the biggest names from the biggest banks offering Discretionary Portfolio Management services, the half-day think tank will bring together private bank specialists with product manufacturers to tackle the overarching issue of how to grow DPM mandates through exemplary service and performance standards.

Product manufacturers will join asset specialists from DPM teams to discuss macro indicators affecting specific mandates, clients’ needs and demands, long-term performance characteristics and the optimal construction of model and tailor-made mandates designed more specifically for the Asia Pacific client base.

Agenda

09:00 Welcome Remarks
09:05 – 09:50 Opening Panel: A shift to mainstream: How is investor appetite changing the landscape of DPM penetration in Asia?
– As clients across APAC seek high conviction portfolios in the current environment, how are DPM mandates being constructed from an asset allocation perspective – are there any indicators that 2023 can offer better opportunities and performance than the previous year?
– What are the opportunities for fixed income investing vs. equities in 2023, and how are strategies shifting in each of these asset classes?
– To what extent are private banks offering private market investment opportunities through DPM mandates? What are the likely trends in client penetration in the alternatives DPM space?
– While some economic forecasts see China possibly delivering the best return of any major stock market in 2023, how are mandate strategies shifting to ensure the right level of exposure to the Chinese market?
– Many banks have seen stronger performance from including short-dated investment grade bonds in their mandates – is this trend likely to continue through 2023?
– How are private banks weighing growth stocks vs. value stocks and how are portfolio managers innovating their mandates to reflect their house view in this regard?

Speakers:

Yves Bogni
Head Mandate Investment Team, UBS Global Wealth Management
Garth Bregman
Head of Investment Services, Asia Pacific, BNP Paribas Wealth Management
Bhaskar Laxminarayan
Chief Investment Officer Asia Pacific & Head Investment Management Asia Pacific, Bank Julius Baer
Evelyn Yeo
Head of Asia Investments, Deputy CEO, Bank Pictet & Cie, Pictet Wealth Management Asia

Moderator:

Daniel Shane
Editor, Asian Private Banker
09:50 – 10:20

DPM innovation with DPS – introducing an alternative approach to portfolio construction
Hosted by

The sets of choices we put in front of clients clearly impact portfolio construction and investment returns. But which came first – the company or the asset category? Hear from Lazard Asset Management as we perturb some of the industry’s conventions around how we categorize our investments and consider alternatives to the prevailing “core-satellite” approach. How do we best align with the next generation of wealth management while keeping portfolios well diversified? The Dynamic Portfolio Solutions (DPS) platform seeks to answer this question, having a longstanding history of designing and managing customized solutions to suit our partners’ unique investment needs.

Speaker:

Jai Jacob
Managing Director, Portfolio Manager/Analyst, Lazard Asset Management

10:20 – 10:50

Where are the contrarian opportunities in Asia ex-Japan?
Hosted by

For at least two years Federated Hermes has identified five key risks involved in investing in China: tensions with the US; the potential for delisting of US-listed Chinese ADRs; the zero-covid policy, potential spill-over from the property market; and “common prosperity” (anti-business) policies. They argued that investors should invest despite these risks because of the cheap valuations on offer which we believed more than priced them in. Over the last quarter, almost all these risks have fallen – many sharply – but stock markets have re-rated. The question is: what to do now?

Speaker:

James Cook
Head of Investment Specialists, Federated Hermes Limited

10:50 – 11:10 Networking Break
11:10 – 11:40 The role of Fixed Income in optimal asset re-allocation
Hosted by

Investors face a swathe of new challenges and in turn ‘outdated’ portfolios need to be swiftly re-adjusted. Hear from BlackRock’s experts in Asset Allocation and Fixed Income to find out why investors have turned to fixed income, and especially bond ETFs with the aim of achieving better portfolio outcomes.

Speaker:

Hui Sien Koay, CFA
Lead Index Fixed Income Strategist, Asia ex-Japan, BlackRock
Zach Bevevino, CFA
Product Strategist, Multi-Asset Strategies & Solutions (MASS), BlackRock

Moderator:

Steven Cheung
iShares Wealth Distribution, BlackRock
11:40 – 12:25 Closing Panel: Innovations within DPM mandates – where are private banks finding an edge?
– What are going to be the main themes in DPM as we dive deeper into 2023 and private banks seek to offer multi-strategy, globally diversified portfolios to their clients? Hedging against downside risks, thematic offerings like the metaverse or sustainability, or something else?
– How are digital technologies helping to enhance the mandate experience for clients, particularly as more private banks start to offer mobile app-based DPM platforms?
– How are private banks finding the right balance between allowing more opportunities for clients to personally customise their portfolios vs. maintaining a high-touch, service-first approach?
– What place do hedge funds have in DPM mandates? Is this an asset class clients are seeking to invest in?
– What are the most important factors private banks are looking for when it comes to including ESG in their discretionary portfolio solutions?

Speakers:

Paras Gupta
Head of Investment Services South-East Asia & Head of Discretionary Portfolio Management Asia, Union Bancaire Privée
Stefanie Holtze-Jen
Chief Investment Officer & Head of Discretionary Portfolio Management APAC, Deutsche Bank
Christophe Marciano
Head of Discretionary Portfolio Management, DBS Private Bank
Yuh Harn Tan
Head of Discretionary Portfolio Management & UHNW Solutions, Asia, RBC Wealth Management

Moderator:

Twinkle Sparta
Senior Reporter, Asian Private Banker
12:25 Close of event, followed by lunch

Speakers

Zach Bevevino, CFA
Product Strategist, Multi-Asset Strategies & Solutions (MASS), BlackRock

Yves Bogni
Head Mandate Investment Team, UBS Global Wealth Management

Garth Bregman
Head of Investment Services, Asia Pacific, BNP Paribas Wealth Management

Steven Cheung
iShares Wealth Distribution, BlackRock

James Cook
Head of Investment Specialists, Federated Hermes Limited

Paras Gupta
Head of Investment Services South-East Asia & Head of Discretionary Portfolio Management Asia, Union Bancaire Privée

Stefanie Holtze-Jen
Chief Investment Officer & Head of Discretionary Portfolio Management APAC, Deutsche Bank

Jai Jacob
Managing Director, Portfolio Manager/Analyst Lazard Asset Management

Hui Sien Koay
Lead Index Fixed Income Strategist, Asia ex-Japan, BlackRock

Bhaskar Laxminarayan
Chief Investment Officer Asia Pacific & Head Investment Management Asia Pacific, Bank Julius Baer

Christophe Marciano
Head of Discretionary Portfolio Management, DBS Private Bank

Yuh Harn Tan
Head of Discretionary Portfolio Management & UHNW Solutions, Asia, RBC Wealth Management

Evelyn Yeo
Head of Asia Investments, Deputy CEO, Bank Pictet & Cie, Pictet Wealth Management Asia

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Yves Bogni
Head Mandate Investment Team, UBS Global Wealth ManagementYves joined UBS Global Investment Management in Singapore in 2010 as the head of investment strategy in APAC. In his current role, as the head of the mandate investment team, he is responsible for the front-to-back investment process of discretionary mandates of UBS Global Wealth Management in Asia. This includes SAA and TAA implementation, investment content selection, portfolio construction as well as managing a dedicated investment process for the largest discretionary UHWN portfolios in the Region. In addition, he is responsible for UBS Global Wealth Management’s investment process governance across Asia, including domestic locations such as Japan and China.

Yves holds a degree in international management from the Northeastern University of Applied Sciences in Switzerland. He also studied finance at Ajou University in South Korea and is a CFA charterholder.

Jai Jacob
Managing Director, Portfolio Manager/Analyst, Lazard Asset ManagementJai Jacob is a Managing Director and Portfolio Manager/Analyst, Co-head of the Lazard Dynamic Portfolio Solutions (DPS) platform as the Multi Asset team lead, overseeing more than US$34.2 billion in client assets under management and advisement as of 31 December 2022. Jai is a member of Lazard’s Executive Leadership Team and chairs the Quantitative/Multi-Asset/Alternatives (QMA) Investment Management Group. Prior to managing the Multi-Asset platform and team, Jai worked in Global Risk Management, Fixed Income, Quantitative Technology and Settlements at Lazard. He led the development of Lazard’s proprietary Risk Analysis system and has built quantitative analytical tools for over 40 Lazard investment strategies. He began working in the investment field in 1998 upon joining Lazard. Jai has a BA from Cornell University.

James Cook
Head of Investment Specialists, Federated Hermes LimitedJames joined in November 2011 and is head of investment specialists. Within his role, he oversees the team of investment specialists supporting all equity, fixed income and multi-asset products and is also investment director for emerging markets strategies. He joined from Fidelity Worldwide Investments, where he was product director for emerging markets equities from October 2005 until May 2011. He previously worked at Threadneedle Investments in investment communications. James has a degree in Economics from Royal Holloway, University of London, and holds the Investment Management Certificate.

Hui Sien Koay
Lead Index Fixed Income Strategist, Asia ex-Japan, BlackRockHui Sien Koay, CFA is Lead Index Fixed Income Product Strategist for APAC within BlackRock’s Portfolio Management Group (PMG). She is responsible for on the commercialisation, narratives and development of the Firm’s Fixed Income Institutional Index and ETF business in the APAC region. Hui Sien was previously a product strategist in London, representing fixed income ETF strategies to clients across EMEA. She joined Blackrock in 2015, from Barclays’ Risk Analytics and Index Solutions group, where she was responsible for delivering benchmark bond indices and custom index solutions, as well as fixed income performance attribution and portfolio risk models to UK institutional clients. Hui Sien holds a MEng in Mechanical Engineering from Imperial College London.

Steven Cheung
iShares Wealth Distribution, BlackRockSteven Cheung is a member of the Asia ex Japan iShares Wealth Distribution team, focusing on Private Banks. Prior to his current role, Steven also worked with the Client Business Sales and Product Strategy teams at BlackRock. Steven holds a Bachelor’s degree in Political Science and Economics from the University of British Columbia (UBC), Vancouver.

Christophe Marciano
Head of Discretionary Portfolio Management, DBS Private BankChristophe heads the Discretionary Portfolio Management practice at DBS Private Bank. He leads a team of experienced portfolio managers running a broad range of mandates and products catering for various client risk appetite and investment needs. His team contributes to the elaboration and the implementation of the investment strategy across various asset classes and regional markets.

Christophe joined the investment industry in the late 90’s and has 25 years of international experience managing global multi asset portfolios at Credit Lyonnais Suisse SA, Credit Agricole Indosuez and Société Générale Private Banking before joining DBS in October 2014. He holds a Master in Finance from ESCP Europe (Paris) and a Master in Management from Skema Business School.

Bhaskar Laxminarayan
Chief Investment Officer Asia Pacific & Head Investment Management Asia Pacific, Bank Julius BaerBhaskar Laxminarayan is chief investment officer and head investment management of Bank Julius Baer in Asia Pacific. Based in Singapore, he is responsible for developing and growing the discretionary solutions in Asia Pacific and also to anchor the house view on investment assets.

Prior to joining the Bank, Bhaskar was CIO Asia at Bank Pictet & Cie for over nine years, where he set up and ran the Asian discretionary desk. He was advising Martin Currie India funds in the early part of his career and during his time with AllianceBernstein and Bank Pictet he has been involved in managing assets for institutions, private clients, family offices, endowments, pensions and charities.

Bhaskar is a Chartered & Cost Accountant and holds a management degree from the Indian Institute of Management, Ahmedabad.

Stefanie Holtze-Jen
Chief Investment Officer & Head of Discretionary Portfolio Management APAC, Deutsche BankStefanie Holtze-Jen is the chief investment officer and head of discretionary portfolio management of the international private bank for APAC. She is responsible for all discretionary mandates such as multi-asset portfolios, fixed income portfolios and equity portfolios.

Holtze-Jen was most recently global chief currency strategist, portfolio manager, at asset manager DWS, where she coordinated a team to guide the portfolio managers on strategy in foreign-exchange exposure covering the macro view, positioning and technical analysis. Based in Singapore, she is responsible for the development for the Asian part of the house view of Deutsche Bank International Private Bank.

Prior to DWS, Holtze-Jen held different leadership roles at Commerzbank AG and Royal Bank of Canada in Hong Kong, Singapore and London.

Holtze-Jen is a member of the Singapore Foreign Exchange Committee under the Monetary Authority of Singapore. She was nominated and is serving as co-vice chair of the Global Foreign Exchange Committee for a two-year term.

Evelyn Yeo
Head of Asia Investments, Deputy CEO, Bank Pictet & Cie, Pictet Wealth Management AsiaBased in Singapore, Evelyn joined Pictet in 2019 as head of Asia investments and is responsible for research (macroeconomic, equity), solutions (discretionary, advisory) and distribution teams in Asia. In addition, effective 1 January 2023, Evelyn has taken on the additional role as Deputy CEO, Bank Pictet & Cie, the Pictet Group’s Singapore banking entity.

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 from the 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.

Paras Gupta
Head of Investment Services South-East Asia & Head of Discretionary Portfolio Management Asia, Union Bancaire PrivéeParas Gupta is head of investment services South-East Asia and head of discretionary portfolio management (DPM) Asia at Union Bancaire Privée (UBP).

Paras is responsible for leading the DPM, investment specialists and investment advisory teams based in Singapore and is the regional head for DPM.

Paras has over 20 years of experience in banking and wealth management, and has spent the past decade managing discretionary portfolios for high net worth individuals in Asia. He previously held senior positions at BSI in Hong Kong and Coutts in Singapore and also worked for both HSBC and Merrill Lynch in Singapore.

Marc Lansonneur
Managing Director, Head of Managed Solutions, DBS BankWhen he’s not seeking out investment opportunities for clients, Marc coaches rugby for underprivileged kids. At the heart of it is his belief in creating a positive change to people and to society. He brings this philosophy to work, where he sees ESG as a way to both help clients do well, and do good at the same time.

Joining DBS from Société Générale in October 2014, Marc leads the wealth managed solutions and balance sheet products. His team of specialists cover managed products such as funds (unit trusts, hedge funds), funds selection and private investments. It should come as no surprise that Marc is a member of DBS Group Sustainability Council.

At Société Générale, he held various positions in private banking, corporate and investment banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry.

A French national, Marc holds a Master in Business Administration from ESSEC in Paris, France.

Zach Bevevino, CFA
Product Strategist, Multi-Asset Strategies & Solutions (MASS), BlackRockZach Bevevino, CFA, is a product strategist within the BlackRock Multi-Asset Strategies & Solutions (MASS) team and is responsible for product management, portfolio and market communications and client servicing across retail and institutional relationships. His service with BlackRock dates back to 2010, when he joined the firm’s US Wealth Advisory group.

Zach holds a BBA degree from Temple University. He is a CFA charter holder and holds the CFP designation.

Garth Bregman
Head of Investment Services, Asia Pacific, BNP Paribas Wealth ManagementGarth 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.

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.

Yuh Harn Tan
Head of Discretionary Portfolio Management & UHNW Solutions, Asia, RBC Wealth ManagementHarn brings over 27 years’ experience in portfolio management. Prior to joining RBC, he was senior portfolio manager, investment management APAC at Credit Suisse AG Wealth Management. He previously held roles at UBS AG Wealth Management, where he was head, equity mandates & modules APAC and BNP Paribas Wealth Management, where he was a portfolio manager.

Harn holds an MBA from California State University and an honours degree in B.Sc in Business Administration majoring in finance from Hawaii Pacific University.

Royston Low
Managing Director & Regional Head, Private Investments, BNP Paribas Wealth ManagementRoyston is the regional head for private investments at BNP Paribas Wealth Management, which encompasses private equity and private real estate funds. Based out of Singapore, he has held this role since 2010.

Prior to this, he spent seven years of his career with TIFF Ventures PTE Ltd, a wholly owned subsidiary of the Singapore Economic Development Board. TIFF Ventures managed the US$1.3 Billion Technopreneurship Investment Fund, a “fund of funds” established to promote venture capital and private equity investments in Singapore. In this capacity, he was responsible for origination and due diligence, which resulted in numerous investments in private equity funds globally.

Royston started his career with the National Science and Technology Board of Singapore (now agency for Science, Technology and Research, *ASTAR). He graduated with a Master of Science degree from the National University of Singapore.

Robert Reid
Global Head of Alternative Investments and Managed Solutions, Bank of SingaporePrior to joining Bank of Singapore, Robert was a managing director at BlackRock, most recently serving the firm and its clients as country head for both Hong Kong and Taiwan, having joined the firm more than eight years before as the head of strategy and chief operating officer for BlackRock’s iShares/ETF business in Asia.Robert has more than 30 years of experience in professional and financial services in Asia, having served in senior leadership roles with P&L responsibility for global asset management and sell-side firms.Robert originally qualified as a corporate finance solicitor at Linklaters, specialising in public and private M&A transactions for nearly 10 years, before moving to McKinsey & Company and then CLSA, serving the firm in multiple leadership positions.

Philippe Spielhofer
Co-Head Advisory & Sales and Client Services APAC Managing Director, UBS Global Wealth ManagementPhilippe is responsible for sales management, product specialists for investment solutions, active advisory, wealth planning, family advisory and marketing. He also oversees investment management, investment office and lending and banking products for the Hong Kong location.Philippe joined UBS in 2011 to support the creation of an integrated client coverage across business divisions in APAC for the top accounts at group-level. In 2015, he was appointed operating head for investment products & solutions for Asia pacific in wealth management, and from 2016 to 2017 he also assumed the additional role of local product head for WM China domestic. In January 2020, Philippe took up the role of head investment specialists Greater China, in WM advisory & sales, and was appointed to the current roles in January 2021.Prior to UBS, Philippe held various positions at Credit Suisse in Zurich, Hong Kong and Seoul. He holds a Master of Science degree from the University of Durham, United Kingdom.

Marco Yau
Portfolio Manager, Research Analyst, Allianz Global InvestorsMarco is a Hong Kong-based research analyst with Allianz Global Investors, specialising in the China financials and software sectors. He joined the firm in October 2018 and became co-lead portfolio manager of the AllianzGI China Future Technologies strategy in July 2022. Marco has 12 years of industry experience. Before joining Allianz Global Investors, he worked at CEB International Capital and CLSA Ltd, specialising in China financials. Marco holds a Bachelor of Arts degree in economics from the University of Hong Kong, as well as an LLB degree from Manchester Metropolitan University.
Jason Hsu
Portfolio Manager, Research Analyst, Allianz Global InvestorsJason joined Allianz Global Investors in April 2018 as a research analyst specialising in technology companies across Asia ex-Japan. He became co-lead portfolio manager of the AllianzGI China Future Technologies strategy in July 2022. Before joining, Jason worked at Bric Neutron Asset Management as co-manager of a global TMT portfolio. With 14 years of industry experience, he also previously worked at Allard Partner Limited as a Greater China TMT research analyst. Jason holds an MBA from Columbia Business School and a Bachelor of Arts degree in economics from National Taiwan University.
Günter Tschiderer
Head of Intermediary Sales, Hong Kong & South East Asia, BNP Paribas Asset ManagementGünter Tschiderer leads business development with intermediaries (private banks, retail banks and insurers) in Hong Kong and South East Asia for BNP Paribas Asset Management (BNPP AM).Prior to this assignment, he successfully developed fund distribution with private banks in Asia Pacific out of Hong Kong. His previous roles included heading the wholesale distribution teams in North and South East Asia out of Hong Kong and Singapore. Upon arrival in Asia, Günter marketed smart beta and liquid alternative investment solutions as a sales specialist for THEAM (BNP Paribas) across the Asia Pacific region.Günter is a CFA charter holder and holds a master’s degree in international economics from the University of Innsbruck, Austria and a diploma in management from the Grenoble School of Management, France. In addition to German, his native language, he is fluent in English, French and Spanish.

Mathieu Forcioli
Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal BankingMathieu is currently global head and Asia Pacific head of alternatives, in HSBC’s global private banking and wealth division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, real estate funds and other private investment opportunities to HSBC’s private banking and wealth customers.Prior to joining HSBC, Mathieu set up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds.Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in private equity funds. In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the wealth management private markets distribution team and the institutional investments group for APAC.

Ancus Mak
Head Mandate Consulting, Hong Kong, Asia Investment Management, Bank Julius BaerAncus Mak is responsible for overseeing the business activities of Bank Julius Baer’s Asia investment management (AIM) in North Asia. In this role, he has established AIM’s Hong Kong franchise via strategic proposition, product development and marketing campaigns since he joined Bank Julius Baer in 2017. He is also actively involved in structuring appropriate discretionary investment solutions for HNW, UHNW and Institutional clients with the relationship managers.Ancus has more than 15 years of experience in investment management. Before joining Bank Julius Baer, he was a discretionary portfolio management specialist at Deutsche Bank Wealth Management, where he was responsible for developing and implementing business strategies for discretionary mandates in the APAC region. Ancus started his career as a finance journalist who covered the Hong Kong and China capital markets.

Daniel Chan
Head of Investment Management Asia, Citi Global WealthDaniel Chan is responsible for overseeing all of Citi investment management activities in the Asia Pacific region. He is a member of the CIM Global Leadership Team and the chairman of the Asia Investment Forum.Daniel is a seasoned investment professional with over 28 years of public and private equity investment experience. Prior to joining Citigroup, he was a founding member of The Dellacorte Group, a private equity firm focusing on middle market buyout transactions. He co-led the investment team in deal sourcing and financial due diligence.Before joining Dellacorte, Daniel was a senior portfolio manager at Wilmington Trust, responsible for managing discretionary investment portfolios for institutional and private investor aggregating.Daniel received a joint MBA degree from the NYU Stern School of Business, London School of Economics and HEC School of Management, Paris. He also received a BS in finance and management from NYU Stern and is a holder of the chartered financial analyst designation.

Daniel Shane
Editor, Asian Private BankerDaniel Shane is Editor of Asian Private Banker and is responsible for spearheading the publication’s editorial, awards and data products. Daniel was previously Asia Companies & Markets News Editor at the Financial Times in Hong Kong where he managed corporate and financial coverage in both online and print, as well as moderating events for the FT in the region. Earlier in his career Daniel was a reporter for CNN and Barron’s in Asia. He graduated with a degree in Anthropology from the UK’s University of Sussex.

Twinkle Sparta
Senior Reporter, Asian Private BankerTwinkle Sparta is a senior reporter of Asian Private Banker. Twinkle was previously a reporter at AsianInvestor where she covered institutional asset management, with a focus on Greater China. She was also with Acuris, SCMP and Hong Kong Economic Times in earlier years, covering ECM, conglomerates and TMT.

Jacky Tang
Head of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth ManagementJacky is head of the portfolio management group, head of the portfolio advisory group, and head of the investment strategy group for Goldman Sachs Private Wealth Management in Asia Pacific. He is responsible for centralised discretionary portfolio management for ultra high net worth and institutional clients across Asia Pacific. Jacky is also responsible for advising clients on strategic asset allocation and tactical investment strategies. He joined Goldman Sachs as an executive director in 2012 and was named managing director in 2019.Jacky has served as an adjunct professor for the City University of Hong Kong’s department of economics and finance and has led a number of workshops in behavioural finance, sustainable finance, financial markets, asset allocation and portfolio management.Jacky earned a PhD in economics from the Shanghai University of Finance and Economics and a master’s degree from the University of Cambridge.

Clark Cahill
Senior Content Manager, Asian Private BankerClark is responsible for content development and production for Asian Private Banker’s events and conferences. Prior to this, he helmed content production roles for events and conferences at the South China Morning Post and InfoPro Digital. Early in his career, he spent time in Beijing, working as an editor at China Daily and as a news anchor with China Xinhua News Network Corporation (CNC), a TV news network run by Xinhua News Agency that targets overseas audiences.Clark graduated with a Bachelor of Arts degree in journalism and mass communication from the University of Iowa (USA).
Nan Liu
Product Specialist, Allianz Global InvestorsNan Liu is a Hong Kong-based product specialist with Allianz Global Investors. She joined the firm in January 2022 and specialises in China equity strategies. Nan previously worked as a product specialist at Invesco, focused on China and Asian equity strategies. Prior to this, she was part of the research team at Deutsche Bank and also a deputy economist at the Economist Intelligence Unit, responsible for research and economic forecasting of China’s national and regional economy.Nan holds a Master in Economics from London School of Economics and Political Science and a Bachelor of Economics and Finance from the University of Hong Kong.