Time: 8:30am – 5:00pm
Venue: The Peninsula Hotel, Hong Kong
Taking place on the 6th of November 2014 at the esteemed Peninsula Hotel, the invitation-only Family Offices Summit plays host to extraordinary speakers and attendees alike. For more details, please click the agenda button below for session topics and times.
Explorer and Author
Having received his education at Edinburgh University and Oxford University, Rob Lilwall’s early career included working as a door-to-door salesman in California and London, and a high school geography teacher in the UK. He then embarked on his two most epic expeditions: the three-year 50,000 km Cycling Home From Siberia expedition, and the six-month 5,000 km Walking Home From Mongolia expedition. Both were commissioned as television series for National Geographic, and involved Rob travelling unsupported through some of the harshest places on earth, from the frozen wastelands of the Gobi Desert and the remote valleys of inland China, to the thick jungles of Papua New Guinea and the war-torn passes of Afghanistan. Rob’s shorter expeditions have included circumnavigating the M25 motorway and crossing Israel and the West Bank on foot, and traversing the Ethiopian Highlands, the Andes, and the Karakoram by bicycle.
He is the author of two books, and has given his acclaimed motivational talks to more than 50,000 people in over 20 countries around the world. In between expeditions Rob devotes himself to writing, speaking and charity work. Rob and his wife are currently the Hong Kong Joint National Directors of the children’s charity, Viva.
M. Harilela Global Investments
Mahesh has an entrepreneurial spirit. He has been involved in creating and developing companies of both Trading and Brand Development. He currently sits on the Board of Directors and is the CEO for Interisland Distribution Ltd, is Chairman and on the Board of Directors for M. Harilela Global Investments Ltd., is a Director for Bonvivant & Bellavita Company, is acting Vice Council for Maldives and lastly, Chairman for King George V School’s Strategic Development Committee.
Over the course of the last twenty-five years, Mahesh created, from start-ups, branded watches to branded electronics, thus venturing into supply and chain management for Nichimen Corporation in Japan. Over the last five years, he has exited the trading activities, and now focuses on the environmental, social sustainable investments which had then enabled him to travel around Asia, North America and Europe to understand and develop sustainable business activity.
Managing Director, Hip Shing Hong (Holdings) Company Limited
Director, Fong Shu Fook Tong Foundation
Vice Chairman, Fong’s Family Foundation
Mr. David Fong is the Managing Director of Hip Shing Hong Group. Mr. Fong obtained a Bachelor degree in Economics from the University of Simon Fraser in Canada and a Master degree in Business Administration by the University of Hong Kong and is also a City University of Hong Kong Honorary Fellow. Mr. Fong is currently a National Committee Member of the CPPCC, a Member of the 11th Guangdong Provincial Committee of Chinese People’s Political Consultative Conference, a Member of the Standing Committee of All-China Federation of Industry and Commerce, an Honorary Trustee of Peking University and a member of the Board of Trustee of Jinan University.
Mr. Fong is also the Vice Chairman of Hong Kong Chinese General Chamber of Commerce, Chairman of Hong Kong Strategy, Chairman of the Board of Trustees of Lord Wilson Heritage Trust, a Member of Advisory Committee on Revitalization of Historic Buildings, a Director of Hong Kong Real Estates Developers Association, a Director of Friends of Hong Kong Association, a Director of Hong Kong Science and Technology Parks Corporation, a Member of Social Welfare Advisory Committee, a Court Member of The City University of Hong Kong and a Council Member of Hong Kong Committee for UNICEF.
The Chen Yet-Sen Family Foundation
A third generation member of his family’s enterprise Wahum Group Holdings, James Chen was a pioneer in Asia, establishing his family office, Legacy Advisors Ltd, and his family venture philanthropy arm, the Chen Yet-Sen Family Foundation (www.cysff.org) , which has supported 170+ education initiatives in Mainland China, Hong Kong and West Africa.
James and his wife, Su Hwei Lee, founded Bring Me a Book Hong Kong (www.bringmeabook.org.hk), an NGO promoting childhood literacy, and the Feng ZiKai Children’s Picture Book Award, which promotes original Chinese language children’s picture books.
Further afield, James cofounded the variable power lens technology company Adlens (www.adlens.com), and is a Trustee for Vision for a Nation (visionforanation.net): an innovative programme to provide universal access to eyeglasses, starting in Rwanda. James is a long-standing member of the Outward Bound Trust of Hong Kong, former Chairman of the China Exploration and Research Society, and a past president of the Young Entrepreneurs’ Organization HK.
More recently, James has invested in Delta Health, a cardiovascular specialty hospital set to revolutionise patient care in China, and ammado, a global online donation and fundraising platform (www.ammado.com).
Foodlink Foundation Limited
Robin joined Foodlink Foundation in 2010. As Executive Director, she is responsible for overseeing the strategic mission and growth of Foodlink, and seeking the support of sponsors and donors in order to uphold Foodlink’s charitable objectives. Aside from volunteering at Foodlink Foundation, Robin works in the field of real estate development in Hong Kong, Singapore and China. She holds a B.A. in Political Science from Williams College and an M.Sc. in Real Estate Investment and Finance from The University of Hong Kong.
Founded in 2001 and registered in 2010, Foodlink Foundation is a registered Hong Kong charity dedicated to fighting hunger, building self-sufficiency, and fostering nutritional wellness among those in need. Foodlink collects safe-to-eat surplus food from F&B outlets all over the city and delivers it to those in the Hong Kong community who are vulnerable to hunger. These include children, low-income families, asylum seekers, and the homeless, among others. The benefits are twofold – we reduce hunger while simultaneously reducing food wastage and the pressure on our city’s landfills. Today, with the generous support of donors, Foodlink saves an average of 2,500 kilograms of hot food and 15,000 portions of bread per week, providing up to 12,600 meals to those in need.
Managing Director, Head of Hong Kong Market
BNP Paribas Wealth Management
Mr. Andy Chai joined BNP Paribas Wealth Management in December 2011 as Managing Director, Head of Hong Kong Market. His responsibilities include overseeing the anchor market of BNP Paribas Wealth Management Asia, and leading the team to drive business growth in Hong Kong. Andy brings with him extensive experience in the fields of wealth management, private equity, corporate finance and consulting. Prior to joining BNP Paribas Wealth Management, Andy worked for various financial institutions including HSBC, China International Capital Corporation, Credit Suisse and Merrill Lynch.
Andy obtained his Bachelor of Commerce degree from University of British Columbia, Bachelor and Master of Arts in Law degrees from University of Cambridge, Trinity College, and Postgraduate Diploma in Legal Practice from College of Law London. Andy is a qualified solicitor of the United Kingdom and the Hong Kong SAR.
Managing Director, Head of Strategic Planning, Asia Pacific, Brand and Communications
BNP Paribas Wealth Management
Ms. Helene Li is Head of Strategic Planning, Brand & Communications, Asia Pacific and a member of the Executive Management Committee of BNP Paribas Wealth Management, based in Hong Kong. Helene has extensive knowledge and experience in management consulting and communications. Throughout her career, Helene had held various senior management positions in business strategy, marketing and branding, and had led regional teams at global consulting giant, Towers Watson, to serve a range of financial services clients.
Prior to joining BNP Paribas, Helene held similar roles for JP Morgan Chase Private Bank and Swiss wealth management firm Lombard Odier. In both capacities, she was instrumental in setting up and partnering with the market leads to drive and deliver solid business propositions. A frequent speaker at Family Office forums, Helene graduated from the University of Hong Kong with a First Class Honors degree in English and Economics.
Chairman and Chief Executive Officer
BNP Paribas Wealth Management Asia Pacific
A seasoned banker, Mrs. Mignonne Cheng has amassed over 35 years of experience in the financial sector with over 25 years in senior management positions in corporate and commercial banking as well as investment banking. Mrs. Cheng is currently the Chairman and Chief Executive Officer of BNP Paribas Wealth Management for Asia Pacific and a member of the Executive Committee of BNP Paribas Wealth Management, since the appointment in 2010. In addition, she is the G100 member of the Bank. Mrs. Cheng joined BNP Paribas in 1990 and has held various senior positions in the Group in the past 24 years.
Prior to joining BNP Paribas, Mrs. Cheng was with Chase Manhattan Bank Hong Kong Branch for 18 years, where she took up various positions both on the control and on the operational sides.
Mrs. Cheng was a member of the Banking Advisory Committee chaired by The Honourable John Tsang, Financial Secretary of the HKSAR, and has also served as a member of The Consultative Committee of the Basic Law of the HKSAR between 1985 and 1989 when the Basic Law was being drafted.
In October 2006, Mrs. Cheng was granted the “Top 100 Outstanding Women in Greater China Award” by The Chinese Women Entrepreneurs Association. In October 2007, Mrs. Cheng was decorated “Chevalier de l’Ordre National du Mérite”, a French national award, and subsequently “Chevalier de l’Ordre de la Légion d’Honneur” in May 2012. In August 2011, Mrs. Cheng was honored as Top 20 Women in Finance by FinanceAsia.
Asian Sky Group
The managing director of ASIAN SKY GROUP is Jeffrey Lowe. Jeff has over 30 years of Engineering, Marketing and Sales experience in commercial and business aviation. Based in Hong Kong since 1997, Jeffrey specializes in the Greater China business aviation market. He first came to Hong Kong as a director of sales for Asia-Pacific for the Bombardier Aerospace Business Aircraft Division. In May 2000, he was appointed regional vice president of sales for North Asia, including the Philippines, by Gulfstream Aerospace Corporation.
Jeffrey joined the recently formed Business Aviation Asia (“BAA”) in 2007 where he was responsible for establishing and expanding its managed aircraft business, plus aircraft sales, marketing and project development. Under his direction, BAA’s managed fleet grew to over 30 aircraft in service, notably 22 aircraft in 2011, with most registered and based in Mainland China.
Prior to Hong Kong, Jeffrey worked in commercial aviation for the de Havilland Aircraft Company of Canada, Boeing Canada, Boeing Commercial Airplanes, the Canadair Regional Jet Division and Bombardier’s Regional Aircraft Division. He began his career as a ground test engineer and then moved into marketing and sales internationally in Europe, the Middle East, Africa and Asia.
Head of Philanthropy Advisory, Asia-Pacific
BNP Paribas Wealth Management
Ms. Christina Lee is Head of Individual Philanthropy Asia of BNP Paribas Wealth Management. Based in Hong Kong, Christina leads the development of BNP Paribas Wealth Management’s Philanthropy offering for Asia for the high net worth key clients. Christina has a solid background in Philanthropy. Prior to joining BNP Paribas, she was the Senior Director and Head of Philanthropy Services for HSBC and responsible for setting up and running of the Philanthropy Services Team since joining the Bank. Under Christina’s leadership, Philanthropy Service had developed into one of the key offerings to top tier high net worth families.
Christina obtained her Master of Business Administration from Imperial College London, Business School, United Kingdom in 2001.
Managing Director and Co-Founder
Clearwater Capital Partners
Robert Petty is a Managing Partner and Co-Founder of Clearwater Capital Partners and is a member of the Firm’s Investment and Management Committees. Since founding the Firm in 2001, Mr. Petty and his partner Amit Gupta have utilized their backgrounds in credit-oriented investment strategies and invested profitably across cycles, sectors and geographies building an Asia-focused business that today is one of the largest credit investing firms in the region. Over his nearly 30-year career, Mr. Petty has focused on investing in Asia-dedicated special situations and credit investments, including turnarounds, restructurings, stressed credits and distressed-for-control transactions. Mr. Petty’s principal responsibilities encompass portfolio management, origination and overall management of the Firm. Prior to founding Clearwater, Mr. Petty held senior positions at Amroc Investments LLC, Peregrine Fixed Income Ltd. and was with Lehman Brothers Holdings, Inc. for thirteen years.
Mr. Petty sits on the Board of four Clearwater portfolio companies and also serves on the Boards of two non-profit organizations, The Emerging Markets Private Equity Association (EMPEA) and EngenderHealth. Mr. Petty holds a Bachelor of Arts degree in Political Science from Brown University and is based in Hong Kong.
Charles Martin, CFA
Portfolio Specialist, APAC
BNY Mellon Investment Management Hong Kong Limited
Charles Martin joined Insight Investment (a subsidiary of BNY Mellon) in May 2012 as a Business Development Director. He is responsible for reporting to clients on investment strategy and performance. Charles relocated to Hong Kong in August 2014 as a portfolio specialist in order to provide support to clients in the Asia Pacific region. Prior to joining Insight Investment, he spent 10 years at BNP Paribas in Strategic Sales Management and Development. Charles holds a BBusSc Honours degree in Marketing & Finance from the University of Cape Town, South Africa and is a CFA charter holder.
Editor, Asian Private Banker
Shruti Advani has been the Editor of Asian Private Banker since 2009, prior to which she was an Anchor and Associate Stocks Editor for Bloomberg Television. Acknowledged in Hong Kong banking circles as an authority on private banking issues, she is a frequent speaker and moderator at industry events as well as the Chairperson of the jury for the Asian Private Banker Awards for Distinction.