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Funds Selection Nexus is the premier gathering for Asia’s top fund selector leaders and their teams to examine the shifting priorities of the region’s private wealth clients. The forum provides a unique platform for select asset managers to present their latest strategies and engage in forward-looking, in-depth discussions on the products poised to gain traction in the year ahead.
Alongside product-focused conversations, senior fund selectors from leading private banks will drive high-level macro discussions—offering insights into client expectations, approaches to navigating persistent market volatility, and identifying the most compelling opportunities on the horizon.
Agenda This agenda is subject to change
| 08:30 – 09:10 | Registration and networking coffee |
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| 09:10 – 09:15 |
Welcome remarks
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| 09:15 – 09:55 | Opening panel discussion
Building resilience in next-generation portfolios amid volatility and market turmoil
Speakers: Yvonne Leung
J.P. Morgan Private Bank Lina Lim
HSBC Matthew Rees
Asset Management, L&G Connie Sin
NomuraModerator: Audrey RajAsian Private Banker Sponsored by
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| 09:55 – 10:15 |
Networking and transition to breakout rooms
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| 10:15 – 12:30 |
Breakout Sessions
Workshop 1: An educational and interactive journey into systematic investing
This aims to be an educational and interactive session which goes under the hood of a leading systematic manager. Within a closed-door setting, Portfolio Manager Steven Wong will present a live demo of Acadian’s stock selection forecasts. Through this transparent demonstration, he will illustrate how fundamentals drive decision-making. Established in 1986, Acadian is widely recognized as a pioneer in the field of systematic investing. Acadian has been at the forefront of systematic research, signal development, and portfolio construction for almost 40 years. As of June 30, 2025, Acadian manages $151bn of assets for investors globally, across equity, credit, and alternative strategies. Speaker: Steven Wong, Ph. D.
AcadianSponsored by
Workshop 2: Harnessing the power of unconstrained fixed income investing
Join us as we explore Allspring’s differentiated approach to flexible fixed income investing and why it delivers more. More opportunistic. More diversified. More consistent. This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles. We will also show why it is the ideal time to revisit flexible fixed income strategies. Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago.
 We will also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market. Speaker: Noah Wise, CFA
Allspring Global InvestmentsSponsored by
Workshop 3: Building better fixed income portfolios with preferred securities
 Preferred securities, with their attractive yields and unique characteristics, offer a compelling complement to high-yield bonds and traditional fixed income portfolios. Supported by strong fundamentals, the preferreds market is underpinned by resilient sectors — banks, insurers, and utilities — that continue to demonstrate solid capital positions and stable cash flows. In today’s environment, preferreds stand out as a strategic option for yield-focused investors. Speaker: Brian Cordes
Cohen & SteersSponsored by
Workshop 4: Asymmetries and inefficiencies in today’s fixed income markets
 In a world of slowing growth, tight credit spreads, and rising refinancing risks, investors must rethink fixed income portfolio construction. Join us to explore how the Thornburg Strategic Income Fund — a high-conviction, actively managed, multi-sector credit strategy — combines selective credit exposure, flexible duration, and downside risk awareness to enhance income with less volatility. This session will address timely questions: Where is the duration “sweet spot” in a shifting macro environment? Where does credit still offer value? What risk-adjusted compensation does multi-sector fixed income offer relative to cash? Speaker: Christian Hoffmann
ThornburgSponsored by
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| 12:30 – 12:45 |
Networking break and transition
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| 12:45 – 13:15 | Closing panel
Navigating the evolving private markets: Complexities, opportunities, and future outlook
Speakers: Christina Au-Yeung
Morgan Stanley Gabriel ChanBNP Paribas Wealth Management  Derek Fin, CAIA®Invesco Moderator: Carly LauAsian Private Banker Sponsored by
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| 13:15 |
Networking lunch
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| 08:30 – 09:00 | Registration and networking coffee |
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| 09:00 – 09:05 |
Welcome remarks
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| 09:05 – 09:45 | Opening panel
Building resilience in next-generation portfolios amid volatility and market turmoil
Speakers: Yazid Mahadi
Bank of SingaporeMatthew Rees
Asset Management, L&G Shafali Sachdev
BNP Paribas Wealth Management Meng Keet Wong
UOB Private BankModerator:Audrey RajAsian Private Banker Sponsored by
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| 09:45 – 10:05 |
Networking and transition to breakout rooms
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| 10:05 – 12:20 |
Breakout Sessions
Workshop 1: Harnessing the power of unconstrained fixed income investing
Join us as we explore Allspring’s differentiated approach to flexible fixed income investing and why it delivers more. More opportunistic. More diversified. More consistent. This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles. We will also show why it is the ideal time to revisit flexible fixed income strategies. Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago.
We will also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market. Speaker:Noah Wise, CFA
Allspring Global InvestmentsSponsored by
Workshop 2: Vitalisation of China and APAC: Renewed perspective on China equity and RMB assets
Investor flows are returning to Asia, with China regaining attention as a key destination. Yet investing in China today is not what it used to be. Driven by innovation, digital transformation, and policy reform, China’s equity market has emerged as one of the world’s top performers. Meanwhile, offshore RMB assets have surpassed RMB 1 trillion, breathing new life into the dim sum bond market. How can investors position themselves ahead of these shifts and be future-ready for China’s evolving landscape? Join us for insights from ChinaAMC, the largest asset manager in China, and explore strategies to capture tomorrow’s opportunities. Speaker: Heidi Cai
ChinaAMC (HK)Sponsored by
Workshop 3: Building better fixed income portfolios with preferred securities
 Preferred securities, with their attractive yields and unique characteristics, offer a compelling complement to high-yield bonds and traditional fixed income portfolios. Supported by strong fundamentals, the preferreds market is underpinned by resilient sectors — banks, insurers, and utilities — that continue to demonstrate solid capital positions and stable cash flows. In today’s environment, preferreds stand out as a strategic option for yield-focused investors. Speaker:Brian Cordes
Cohen & SteersSponsored by
Workshop 4: Asymmetries and inefficiencies in today’s fixed income markets
In a world of slowing growth, tight credit spreads, and rising refinancing risks, investors must rethink fixed income portfolio construction. Join us to explore how the Thornburg Strategic Income Fund — a high-conviction, actively managed, multi-sector credit strategy — combines selective credit exposure, flexible duration, and downside risk awareness to enhance income with less volatility. This session will address timely questions: Where is the duration “sweet spot” in a shifting macro environment? Where does credit still offer value? What risk-adjusted compensation does multi-sector fixed income offer relative to cash? Speaker:Christian Hoffmann
ThornburgSponsored by
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| 12:20 – 12:30 |
Session transition
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| 12:30 – 13:10 | Closing panel
Designing adaptive portfolios amid today’s market forces
Speakers: Gautam Chadda
RBC Wealth Management Amanda LeeCiti Global Wealth  James Savastano, CFALord Abbett  Wee-Kiat TanMorgan Stanley Moderator: Stanley LiAsian Private Banker Sponsored by
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| 13:10 – 14:30 |
Networking lunch
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Speakers
Advisory Council
Conversation Partners
Networking Partner
Location
Hong Kong
Level 3, JW Marriott Hotel Hong Kong, 88 Queensway, AdmiraltySingapore
The Atelier, Level 4, The Capitol Kempinski Hotel Singapore, 15 Stamford RdContact Us
Email [email protected] for registration, speaker or sponsorship opportunities.
Hong Kong
Please provide your details to register for Funds Selection Nexus 2025:
All registrations are subject to approval by Asian Private Banker. Should you encounter difficulties accessing the form, please submit your registration by emailing [email protected].
Singapore
Please provide your details to register for Funds Selection Nexus 2025:
All registrations are subject to approval by Asian Private Banker. Should you encounter difficulties accessing the form, please submit your registration by emailing [email protected].
Christina Au-Yeung
Executive Director, Head of Investment Management Services (IMS), PWM Asia, Morgan Stanley Christina Au-Yeung is Head of Investment Management Services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, marketing and distribution of managed solutions and advisory portfolio services. Prior to joining Morgan Stanley PWM Asia in 2018, Christina was a Vice President at Bank J. Safra Sarasin Ltd, Hong Kong. Christina started her career as a Marketing Executive at Tiburon Partners LLP, London. Christina read Anthropology and Law at the London School of Economics and Political Science, United Kingdom.
Executive Director, Head of Investment Management Services (IMS), PWM Asia, Morgan Stanley Christina Au-Yeung is Head of Investment Management Services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, marketing and distribution of managed solutions and advisory portfolio services. Prior to joining Morgan Stanley PWM Asia in 2018, Christina was a Vice President at Bank J. Safra Sarasin Ltd, Hong Kong. Christina started her career as a Marketing Executive at Tiburon Partners LLP, London. Christina read Anthropology and Law at the London School of Economics and Political Science, United Kingdom.
Heidi Cai
Head of International Business, ChinaAMC (HK) Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has nearly two decades of experience in the financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.
Head of International Business, ChinaAMC (HK) Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has nearly two decades of experience in the financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.
Gautam Chadda
Executive Director, Team Head Southeast Asia, RBC Wealth Management Gautam is focused on developing enterprise solutions for UHNW clients working with key stakeholders to identify and build out cross-platform partnerships. In addition, Gautam plays a key role in thought leadership and represents RBC as a spokesperson at client events and media engagements. Gautam has more than 24 years of experience at global wealth and asset managers in Asia and Europe. He rejoined RBC in Singapore in July 2022 from Standard Chartered Bank where he was a Senior Investment Advisor for seven years in the bank’s Singapore and London offices. He previously worked for RBC in London as an Investment Counsellor and spent five years at AllianceBernstein. Gautam has Bachelor of Engineering in Manufacturing Systems Engineering from King’s College, University of London.
Executive Director, Team Head Southeast Asia, RBC Wealth Management Gautam is focused on developing enterprise solutions for UHNW clients working with key stakeholders to identify and build out cross-platform partnerships. In addition, Gautam plays a key role in thought leadership and represents RBC as a spokesperson at client events and media engagements. Gautam has more than 24 years of experience at global wealth and asset managers in Asia and Europe. He rejoined RBC in Singapore in July 2022 from Standard Chartered Bank where he was a Senior Investment Advisor for seven years in the bank’s Singapore and London offices. He previously worked for RBC in London as an Investment Counsellor and spent five years at AllianceBernstein. Gautam has Bachelor of Engineering in Manufacturing Systems Engineering from King’s College, University of London.
Gabriel Chan
Head of Investment Services, Hong Kong, BNP Paribas Wealth Management Gabriel is Managing Director and Head of Investment Services, Hong Kong. He is responsible for the development and delivery of investment services and offerings to clients in Hong Kong, as well as developing new initiatives and product ideas for local distribution. Gabriel has over 17 years of experience in equity research and started his career in Wealth Management in 2017. Previously, he was the Head of Equity Research, APAC of BNP Paribas Securities Asia. He worked in a number of global financial institutions, including Credit Suisse, CLSA and Standard & Poor’s. Gabriel holds both Bachelor and Master of Arts degrees in Economics from the Queen’s University, Canada, and he is a Chartered Financial Analyst.
Head of Investment Services, Hong Kong, BNP Paribas Wealth Management Gabriel is Managing Director and Head of Investment Services, Hong Kong. He is responsible for the development and delivery of investment services and offerings to clients in Hong Kong, as well as developing new initiatives and product ideas for local distribution. Gabriel has over 17 years of experience in equity research and started his career in Wealth Management in 2017. Previously, he was the Head of Equity Research, APAC of BNP Paribas Securities Asia. He worked in a number of global financial institutions, including Credit Suisse, CLSA and Standard & Poor’s. Gabriel holds both Bachelor and Master of Arts degrees in Economics from the Queen’s University, Canada, and he is a Chartered Financial Analyst.
Allen Chiu
Senior Product Specialist, HSBC Private Bank Allen Chiu is a Senior Product Specialist within the Funds and Discretionary Team of HSBC Private Bank. Prior to joining HSBC in 2018, He held positions at Neuberger Berman and Old Mutual Global Investors, responsible for the distribution of long-only funds, hedge funds and private equity, covering institutional and wealth platform clients. Earlier in his career, Allen worked at JP Morgan Private Bank as a managed product specialist, following his start at Société Generale CIB’s structured product desk. He graduated from the University of Toronto with Bachelor of Commerce Degree.
Senior Product Specialist, HSBC Private Bank Allen Chiu is a Senior Product Specialist within the Funds and Discretionary Team of HSBC Private Bank. Prior to joining HSBC in 2018, He held positions at Neuberger Berman and Old Mutual Global Investors, responsible for the distribution of long-only funds, hedge funds and private equity, covering institutional and wealth platform clients. Earlier in his career, Allen worked at JP Morgan Private Bank as a managed product specialist, following his start at Société Generale CIB’s structured product desk. He graduated from the University of Toronto with Bachelor of Commerce Degree.
Brian Cordes
Head of Portfolio Specialist Group, Cohen & Steers Brian Cordes, CAIA, Senior Vice President, is the head of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients. He has 26 years of experience. Prior to joining Cohen & Steers in 2012, Mr. Cordes was a product manager at Columbia Management. Previously, he was with New York Life Investment Management and Morgan Stanley Dean Witter. Mr. Cordes has a BS from Rider University and is based in New York.
Head of Portfolio Specialist Group, Cohen & Steers Brian Cordes, CAIA, Senior Vice President, is the head of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients. He has 26 years of experience. Prior to joining Cohen & Steers in 2012, Mr. Cordes was a product manager at Columbia Management. Previously, he was with New York Life Investment Management and Morgan Stanley Dean Witter. Mr. Cordes has a BS from Rider University and is based in New York.
Derek Fin, CAIA®
Senior Client Portfolio Manager, Invesco Derek Fin is a Senior Client Portfolio Manager for Invesco’s Global Private Credit group. In this role, he is focused on supporting business development efforts and is responsible for client communication for senior loans and alternative credit products. Mr. Fin joined Invesco in 2022. Prior to joining the firm, he was a vice president and senior client portfolio manager at Seix Investment Advisors, responsible for senior loan and high yield bond strategies. Before that, Mr. Fin was a vice president at J.P. Morgan on the multi-asset portfolio management team, where he focused on investments in equities, fixed income, and alternatives. Prior to that, he was a fixed income product specialist at Goldman Sachs within the investment management division. Mr. Fin began his career in 2010 at the LSTA (Loan Syndications and Trading Association) as a market analyst providing research to institutional clients on the senior loan market. Mr. Fin earned a BBA degree in finance from Lehman College. He is a Chartered Alternative Investment Analyst® (CAIA) charterholder.
Senior Client Portfolio Manager, Invesco Derek Fin is a Senior Client Portfolio Manager for Invesco’s Global Private Credit group. In this role, he is focused on supporting business development efforts and is responsible for client communication for senior loans and alternative credit products. Mr. Fin joined Invesco in 2022. Prior to joining the firm, he was a vice president and senior client portfolio manager at Seix Investment Advisors, responsible for senior loan and high yield bond strategies. Before that, Mr. Fin was a vice president at J.P. Morgan on the multi-asset portfolio management team, where he focused on investments in equities, fixed income, and alternatives. Prior to that, he was a fixed income product specialist at Goldman Sachs within the investment management division. Mr. Fin began his career in 2010 at the LSTA (Loan Syndications and Trading Association) as a market analyst providing research to institutional clients on the senior loan market. Mr. Fin earned a BBA degree in finance from Lehman College. He is a Chartered Alternative Investment Analyst® (CAIA) charterholder.
Christian Hoffmann
Head of Fixed Income and Managing Director, Thornburg Christian Hoffmann is head of fixed income and a portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as a fixed income analyst and was promoted to associate portfolio manager in 2014. Christian was named a managing director in 2017, was promoted to portfolio manager in 2018, and to head of fixed income in 2024. Prior to joining Thornburg, Christian served as a senior credit analyst with H.I.G. Capital in Miami, Florida, where he specialized in distressed debt investments and credit driven special situations. He began his career in the investment banking division of Lehman Brothers and later spent several years working on the high yield research desk at the firm. Christian holds a bachelor’s degree in economics from New York University. He is also a CFA charterholder.
Head of Fixed Income and Managing Director, Thornburg Christian Hoffmann is head of fixed income and a portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as a fixed income analyst and was promoted to associate portfolio manager in 2014. Christian was named a managing director in 2017, was promoted to portfolio manager in 2018, and to head of fixed income in 2024. Prior to joining Thornburg, Christian served as a senior credit analyst with H.I.G. Capital in Miami, Florida, where he specialized in distressed debt investments and credit driven special situations. He began his career in the investment banking division of Lehman Brothers and later spent several years working on the high yield research desk at the firm. Christian holds a bachelor’s degree in economics from New York University. He is also a CFA charterholder.
Julie Koo
Managing Director, Head of Partnerships and Relationship Management, Citi Global Wealth Investments Julie Koo is Managing Director and Head of Partnerships and Relationship Management, Citi Global Wealth Investments. Julie drives strategic relationship management for Citi Wealth globally. She is responsible for developing new manager relationships, overseeing existing manager relationships and identifying opportunities where Citi Wealth can partner with external managers to optimize growth. She is a member of Citi Wealth’s Investment Solutions global leadership team. Prior to her current role, she was responsible for leading relationships and driving global sales for Citi Wealth’s traditional investment business. She started her career as an Investment Specialist in International/Global Equities at Fidelity in Boston, before moving to London in 2000 as an Executive Director for Institutional Business for EMEA. She moved with Fidelity to Hong Kong in 2006 as Managing Director and Head of Institutional Business for Asia ex-Japan. Subsequently, Julie spent 5 years in a similar role at HSBC Asset Management in Hong Kong, before joining UBS in 2015 as Head of Institutional Distribution for Asia Pacific, as well as Head of the overall Hong Kong business for UBS Asset Management. Julie holds a Bachelor of Arts degree from Mount Holyoke College. She is currently registered with the Hong Kong Monetary Authority as Executive Officer, responsible for securities dealing, securities advising and asset management.
Managing Director, Head of Partnerships and Relationship Management, Citi Global Wealth Investments Julie Koo is Managing Director and Head of Partnerships and Relationship Management, Citi Global Wealth Investments. Julie drives strategic relationship management for Citi Wealth globally. She is responsible for developing new manager relationships, overseeing existing manager relationships and identifying opportunities where Citi Wealth can partner with external managers to optimize growth. She is a member of Citi Wealth’s Investment Solutions global leadership team. Prior to her current role, she was responsible for leading relationships and driving global sales for Citi Wealth’s traditional investment business. She started her career as an Investment Specialist in International/Global Equities at Fidelity in Boston, before moving to London in 2000 as an Executive Director for Institutional Business for EMEA. She moved with Fidelity to Hong Kong in 2006 as Managing Director and Head of Institutional Business for Asia ex-Japan. Subsequently, Julie spent 5 years in a similar role at HSBC Asset Management in Hong Kong, before joining UBS in 2015 as Head of Institutional Distribution for Asia Pacific, as well as Head of the overall Hong Kong business for UBS Asset Management. Julie holds a Bachelor of Arts degree from Mount Holyoke College. She is currently registered with the Hong Kong Monetary Authority as Executive Officer, responsible for securities dealing, securities advising and asset management.
Clement Lai
Chief of Fund Advisory CIO & Investment Advisory, Hang Seng Bank Clement is the Chief of Fund Advisory at the CIO and Investment Advisory Department of Hang Seng Bank Ltd. He has over ten years of experience in the investment industry. He served in a number of positions in mutual fund companies and international bank. He also obtained a Master of Business Administration degree from York University, Canada. He is currently responsible for the research of global markets and funds of various asset categories.
Chief of Fund Advisory CIO & Investment Advisory, Hang Seng Bank Clement is the Chief of Fund Advisory at the CIO and Investment Advisory Department of Hang Seng Bank Ltd. He has over ten years of experience in the investment industry. He served in a number of positions in mutual fund companies and international bank. He also obtained a Master of Business Administration degree from York University, Canada. He is currently responsible for the research of global markets and funds of various asset categories.
Yvonne Leung
Managing Director & Head of Managed Solutions, Asia, J.P. Morgan Private Bank Yvonne Leung is a Managing Director and Head of Managed Solutions at J.P. Morgan Private Bank in Asia. Based in Hong Kong, she serves as an impactful partner who works closely with Advisors and Portfolio Management teams in delivering core multi-asset managed solutions to clients and prospects in the region. Prior to joining J.P. Morgan, she spent six years at Goldman Sachs in Asia as an Executive Director in the Portfolio Management Group (PMG). Yvonne was a founding member of the Asia PMG team, which covers clients across different parts of Asia (ex. Japan). She interfaced directly with clients and advisors on investment philosophy, asset allocation, tactical views and portfolio customization. She was also responsible for overseeing trade execution and conducting portfolio reviews. Prior to that, she held various roles at HSBC Private Bank. She possesses more than 20 years of experience in the financial industry. Ms. Leung holds a Master of Studies degree from the Cambridge Institute of Sustainability Leadership (CISL) at the University of Cambridge, a Master of Business Administration degree from the Australian Graduate School of Management, and a Bachelor of Commerce degree from the University of British Columbia. She is also a CFA® charterholder.
Managing Director & Head of Managed Solutions, Asia, J.P. Morgan Private Bank Yvonne Leung is a Managing Director and Head of Managed Solutions at J.P. Morgan Private Bank in Asia. Based in Hong Kong, she serves as an impactful partner who works closely with Advisors and Portfolio Management teams in delivering core multi-asset managed solutions to clients and prospects in the region. Prior to joining J.P. Morgan, she spent six years at Goldman Sachs in Asia as an Executive Director in the Portfolio Management Group (PMG). Yvonne was a founding member of the Asia PMG team, which covers clients across different parts of Asia (ex. Japan). She interfaced directly with clients and advisors on investment philosophy, asset allocation, tactical views and portfolio customization. She was also responsible for overseeing trade execution and conducting portfolio reviews. Prior to that, she held various roles at HSBC Private Bank. She possesses more than 20 years of experience in the financial industry. Ms. Leung holds a Master of Studies degree from the Cambridge Institute of Sustainability Leadership (CISL) at the University of Cambridge, a Master of Business Administration degree from the Australian Graduate School of Management, and a Bachelor of Commerce degree from the University of British Columbia. She is also a CFA® charterholder.
Amanda Lee
Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, Citi Global Wealth Amanda Lee is the Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, for Citi Global Wealth Investments. She is responsible for driving the Citi Discretionary and Mutual Funds business across all client segments in Asia Pacific. Amanda has over 25 years of experience within the financial industry. Prior to joining Citi, she spent over12 years at JPMorgan Private Bank where she held various senior roles including Head of Investment Marketing, Mutual Fund Specialist, Managed Fixed Income Specialist, and most recently, Asia Managed Solutions Specialist. Amanda began her career as an Investment Planner at Citibank before she became a Premiere Relationship Banker at HSBC Bank. Subsequently, she spent over 7 years at Eastspring Asset Management where she held various key roles including Head of Distribution Sales, Investment Marketing and Head of Regional Business Development. Amanda holds a Bachelor degree in Business with a double major in Economics and Finance from RMIT University in Melbourne.
Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, Citi Global Wealth Amanda Lee is the Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, for Citi Global Wealth Investments. She is responsible for driving the Citi Discretionary and Mutual Funds business across all client segments in Asia Pacific. Amanda has over 25 years of experience within the financial industry. Prior to joining Citi, she spent over12 years at JPMorgan Private Bank where she held various senior roles including Head of Investment Marketing, Mutual Fund Specialist, Managed Fixed Income Specialist, and most recently, Asia Managed Solutions Specialist. Amanda began her career as an Investment Planner at Citibank before she became a Premiere Relationship Banker at HSBC Bank. Subsequently, she spent over 7 years at Eastspring Asset Management where she held various key roles including Head of Distribution Sales, Investment Marketing and Head of Regional Business Development. Amanda holds a Bachelor degree in Business with a double major in Economics and Finance from RMIT University in Melbourne.
Lina Lim
Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions, HSBC Lina Lim is the Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions. Ms. Lim has close to 28 years of industry experience in both Asset and Wealth Management. Prior to joining HSBC, Ms. Lim worked for JP Morgan Global Private Banking over a decade in various capacities. Her latest responsibility at JP Morgan was to lead Discretionary business for Institutional Wealth including family offices, endowments, non-profit organizations and foundations. In the early part of her career, Ms. Lim was the SFC Responsible Officer and Senior Portfolio Manager at Sumitomo Mitsui Asset Management based in Hong Kong. Lina is a member of the Chartered Association of Certified Accountant (ACCA) and Chartered Financial Analyst (CFA). She has a strong passion for charity and have previously served as board member in non-profit organizations focusing on gender equality and wellness. She holds a post graduate certificate on Business Sustainability by the Cambridge Leadership for Sustainability Leadership, University of Cambridge.
Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions, HSBC Lina Lim is the Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions. Ms. Lim has close to 28 years of industry experience in both Asset and Wealth Management. Prior to joining HSBC, Ms. Lim worked for JP Morgan Global Private Banking over a decade in various capacities. Her latest responsibility at JP Morgan was to lead Discretionary business for Institutional Wealth including family offices, endowments, non-profit organizations and foundations. In the early part of her career, Ms. Lim was the SFC Responsible Officer and Senior Portfolio Manager at Sumitomo Mitsui Asset Management based in Hong Kong. Lina is a member of the Chartered Association of Certified Accountant (ACCA) and Chartered Financial Analyst (CFA). She has a strong passion for charity and have previously served as board member in non-profit organizations focusing on gender equality and wellness. She holds a post graduate certificate on Business Sustainability by the Cambridge Leadership for Sustainability Leadership, University of Cambridge.
Yazid Mahadi
Head of Funds Selection, Bank of Singapore Yazid is the Head of Funds Selection at Bank of Singapore and he plays a key role in developing the funds platform and ESG framework for funds in the Bank. He has over a decade of experience in the institutional investment space in which he was primarily responsible for the external fund management and asset allocation in a sovereign wealth fund in Brunei. He graduated from the University of Cambridge with an MPhil in Economics. He is also a CFA Charterholder and obtained the Certificate in ESG Investing from CFA.
Head of Funds Selection, Bank of Singapore Yazid is the Head of Funds Selection at Bank of Singapore and he plays a key role in developing the funds platform and ESG framework for funds in the Bank. He has over a decade of experience in the institutional investment space in which he was primarily responsible for the external fund management and asset allocation in a sovereign wealth fund in Brunei. He graduated from the University of Cambridge with an MPhil in Economics. He is also a CFA Charterholder and obtained the Certificate in ESG Investing from CFA.
Matthew Rees
Head of Global Unconstrained Fixed Income, Asset Management, L&G Matthew is Head of Global Unconstrained Fixed Income for L&G’s Asset Management division, having led the Global Bond Strategies team since 2019. Prior to this he was co-head of the Euro credit portfolio management team, and joined the business in 2009. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York. Matthew joined L&G in 2009, and is currently the Head of Global Bond Strategies – Unconstrained for L&G’s Asset Management division. He has led the Global Bond Strategies team since 2019 and was co-head of the Euro credit portfolio management team prior to this role. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York.
Head of Global Unconstrained Fixed Income, Asset Management, L&G Matthew is Head of Global Unconstrained Fixed Income for L&G’s Asset Management division, having led the Global Bond Strategies team since 2019. Prior to this he was co-head of the Euro credit portfolio management team, and joined the business in 2009. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York. Matthew joined L&G in 2009, and is currently the Head of Global Bond Strategies – Unconstrained for L&G’s Asset Management division. He has led the Global Bond Strategies team since 2019 and was co-head of the Euro credit portfolio management team prior to this role. Previously, Matthew was a Partner at Banquo Credit Management (a multibillion-euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew qualified as a chartered accountant with Coopers & Lybrand in 1996 and holds a BA (hons) in English from the University of York.
Shafali Sachdev
Head of Investment Services, Asia, BNP Paribas Wealth Management Shafali Sachdev is Head of Investment Services, Asia for BNP Paribas Wealth Management, responsible for the regional investment services platform. Before taking on her current role, she was Head of Fixed Income, Currencies and Commodities (FICC), Asia, based in Singapore. She was responsible for leading FICC development, advisory and execution efforts for the wealth management business in the region. Shafali has extensive sales and structuring experience in Asian markets. Prior to joining BNP Paribas Wealth Management as Head of FX, Asia in 2017, she was Head of Structured FICC Products for the Citi Private Bank for Asia, handling foreign exchange, rates, commodities and credit products. She also did stints as Head of FX Bank Sales for Greater China, Regional FX Structuring covering Asian Institutional and Corporate clients and FX Sales for Corporates & Institutions in Citi and in Bank of America. She holds a Bachelors degree in Economics from Delhi University, and an MBA from the Indian Institute of Management, Ahmedabad.
Head of Investment Services, Asia, BNP Paribas Wealth Management Shafali Sachdev is Head of Investment Services, Asia for BNP Paribas Wealth Management, responsible for the regional investment services platform. Before taking on her current role, she was Head of Fixed Income, Currencies and Commodities (FICC), Asia, based in Singapore. She was responsible for leading FICC development, advisory and execution efforts for the wealth management business in the region. Shafali has extensive sales and structuring experience in Asian markets. Prior to joining BNP Paribas Wealth Management as Head of FX, Asia in 2017, she was Head of Structured FICC Products for the Citi Private Bank for Asia, handling foreign exchange, rates, commodities and credit products. She also did stints as Head of FX Bank Sales for Greater China, Regional FX Structuring covering Asian Institutional and Corporate clients and FX Sales for Corporates & Institutions in Citi and in Bank of America. She holds a Bachelors degree in Economics from Delhi University, and an MBA from the Indian Institute of Management, Ahmedabad.
James Savastano, CFA
Head of Asia Pacific & Middle East | Investment Strategist, Lord Abbett James Savastano, is Head of Asia Pacific & Middle East at Lord Abbett, where he leads the firm’s regional growth strategy and plays a central role in delivering investment strategy and portfolio dialogue to institutional and private capital clients. He partners with sovereign wealth funds, pensions, insurers, endowments, private banks, and family offices to advise on portfolio construction, risk positioning, and long term capital deployment across public and private markets, with a particular focus on credit and alternative strategies. Prior to this role, he led Lord Abbett’s institutional investment engagement in EMEA and previously worked at Lazard, advising institutional investors on portfolio strategy, asset allocation, and investment implementation. He holds a BA in Global Business, is a Chartered Financial Analyst® (CFA) charterholder, and is a member of CFA Society Singapore.
Head of Asia Pacific & Middle East | Investment Strategist, Lord Abbett James Savastano, is Head of Asia Pacific & Middle East at Lord Abbett, where he leads the firm’s regional growth strategy and plays a central role in delivering investment strategy and portfolio dialogue to institutional and private capital clients. He partners with sovereign wealth funds, pensions, insurers, endowments, private banks, and family offices to advise on portfolio construction, risk positioning, and long term capital deployment across public and private markets, with a particular focus on credit and alternative strategies. Prior to this role, he led Lord Abbett’s institutional investment engagement in EMEA and previously worked at Lazard, advising institutional investors on portfolio strategy, asset allocation, and investment implementation. He holds a BA in Global Business, is a Chartered Financial Analyst® (CFA) charterholder, and is a member of CFA Society Singapore.
Connie Sin
Head of Funds & Alternatives, International Wealth Management, Nomura Connie Sin joined Nomura in 2024 as Head of Funds and Alternatives for International Wealth Management. She is responsible for leading and developing strategies for the managed funds business across the region by balancing innovative product offerings with strong advisory services. She also brings a client-focused approach to alternative investments. Connie has been in the wealth management and asset management industries for two decades, with experiences as fund advisor and investment director. Prior to joining Nomura, Connie held a similar role as Head of Managed Investments with Standard Chartered in Hong Kong, responsible for the managed investments distribution business and overall strategy. Before that, Connie was an Executive Director in the fund advisory team at BNP Paribas Wealth Management. She has also worked at other financial institutions including Citibank, AIG Private Bank and CLSA. Connie is a CFA charter holder and has a Master’s degree in China Business from The Hong Kong University of Science and Technology, and a Bachelor of Commerce from University of British Columbia, Canada.
Head of Funds & Alternatives, International Wealth Management, Nomura Connie Sin joined Nomura in 2024 as Head of Funds and Alternatives for International Wealth Management. She is responsible for leading and developing strategies for the managed funds business across the region by balancing innovative product offerings with strong advisory services. She also brings a client-focused approach to alternative investments. Connie has been in the wealth management and asset management industries for two decades, with experiences as fund advisor and investment director. Prior to joining Nomura, Connie held a similar role as Head of Managed Investments with Standard Chartered in Hong Kong, responsible for the managed investments distribution business and overall strategy. Before that, Connie was an Executive Director in the fund advisory team at BNP Paribas Wealth Management. She has also worked at other financial institutions including Citibank, AIG Private Bank and CLSA. Connie is a CFA charter holder and has a Master’s degree in China Business from The Hong Kong University of Science and Technology, and a Bachelor of Commerce from University of British Columbia, Canada.
Hyde Sun
Head of Alternative Investment and Head of HK Investment Consultant, Cathay United Bank, Private Banking Hyde Sun is Head of Alternative Investments at Cathay United Bank Private Banking, where he oversees alternative investment platforms spanning Taiwan, Hong Kong, and Singapore. He also leads the investment consulting team in Hong Kong, focusing on delivering tailored advisory and investment solutions to private banking clients across the region. Prior to his current roles, Hyde served as FICC Structured Team Lead in the bank’s Treasury Division, providing bespoke hedging and investment strategies for both institutional and individual clients. Hyde holds an MSF in Financial Engineering from the University of Illinois at Urbana-Champaign. He has also completed private equity programs at both Imperial College Business School in London and the Wharton School of the University of Pennsylvania, two of the world’s leading institutions. Additionally, he has been a CFA charterholder since 2012.
Head of Alternative Investment and Head of HK Investment Consultant, Cathay United Bank, Private Banking Hyde Sun is Head of Alternative Investments at Cathay United Bank Private Banking, where he oversees alternative investment platforms spanning Taiwan, Hong Kong, and Singapore. He also leads the investment consulting team in Hong Kong, focusing on delivering tailored advisory and investment solutions to private banking clients across the region. Prior to his current roles, Hyde served as FICC Structured Team Lead in the bank’s Treasury Division, providing bespoke hedging and investment strategies for both institutional and individual clients. Hyde holds an MSF in Financial Engineering from the University of Illinois at Urbana-Champaign. He has also completed private equity programs at both Imperial College Business School in London and the Wharton School of the University of Pennsylvania, two of the world’s leading institutions. Additionally, he has been a CFA charterholder since 2012.
Eleanor Tan
Director, Managed Product Solutions and Alternative Investments, UOB Private Bank Eleanor Tan is Director of Managed Products and Alternative Investments at UOB Private Bank, where she specializes in fund selection and due diligence across both traditional long only funds and alternative investments. Prior to joining UOB Private Bank, Ms. Tan was a Multi-Asset Portfolio Manager at BNP Paribas Wealth Management’s Discretionary Portfolio Management team where she was primarily responsible for the management of the fund-of-funds mandate and driving of the sales and marketing efforts to grow assets. Ms. Tan holds a BSc (Hons) in Banking and Finance from the University of London.
Director, Managed Product Solutions and Alternative Investments, UOB Private Bank Eleanor Tan is Director of Managed Products and Alternative Investments at UOB Private Bank, where she specializes in fund selection and due diligence across both traditional long only funds and alternative investments. Prior to joining UOB Private Bank, Ms. Tan was a Multi-Asset Portfolio Manager at BNP Paribas Wealth Management’s Discretionary Portfolio Management team where she was primarily responsible for the management of the fund-of-funds mandate and driving of the sales and marketing efforts to grow assets. Ms. Tan holds a BSc (Hons) in Banking and Finance from the University of London.
Wee-Kiat Tan
Executive Director, Chief Investment Officer (CIO), Head of Discretionary Portfolio Management (DPM), Private Wealth Management Asia, Morgan Stanley Mr. Wee-Kiat Tan is CIO at Morgan Stanley Private Wealth Management Asia (PWM Asia) and heads the Discretionary Portfolio Management team providing both customized and model-based portfolio management to clients. Wee-Kiat joined PWM Asia from Morgan Stanley Indonesia where he was the Head of Research and was instrumental in establishing the Firm’s Indonesian presence. In that role. Wee-Kiat helped to develop the Research team into one of the best ranked teams in the country – the team was rated No.1 in 2015/16 and No. 2 in 2014 by Institutional Investors. Prior to running Morgan Stanley’s Indonesian Research team, Wee-Kiat headed the Morgan Stanley Hong Kong/China Energy Research in Hong Kong where he was highly rated by various institutional clients including GIC, Capital Group and T Rowe Price. Before joining Morgan Stanley in 2007, Wee-Kiat was the head of Energy and Materials Research for ABN Amro in Hong Kong. Wee-Kiat started his career in CSFB Singapore as an Industrial Analyst. He graduated with a Bachelor of Business (1st Class Honors) from the University of Technology, Sydney.
Executive Director, Chief Investment Officer (CIO), Head of Discretionary Portfolio Management (DPM), Private Wealth Management Asia, Morgan Stanley Mr. Wee-Kiat Tan is CIO at Morgan Stanley Private Wealth Management Asia (PWM Asia) and heads the Discretionary Portfolio Management team providing both customized and model-based portfolio management to clients. Wee-Kiat joined PWM Asia from Morgan Stanley Indonesia where he was the Head of Research and was instrumental in establishing the Firm’s Indonesian presence. In that role. Wee-Kiat helped to develop the Research team into one of the best ranked teams in the country – the team was rated No.1 in 2015/16 and No. 2 in 2014 by Institutional Investors. Prior to running Morgan Stanley’s Indonesian Research team, Wee-Kiat headed the Morgan Stanley Hong Kong/China Energy Research in Hong Kong where he was highly rated by various institutional clients including GIC, Capital Group and T Rowe Price. Before joining Morgan Stanley in 2007, Wee-Kiat was the head of Energy and Materials Research for ABN Amro in Hong Kong. Wee-Kiat started his career in CSFB Singapore as an Industrial Analyst. He graduated with a Bachelor of Business (1st Class Honors) from the University of Technology, Sydney.
Meng Keet Wong
Head of Managed Products and Alternative Investments, UOB Private Bank Mr. Wong Meng Keet joined the UOB Group in 2013 and is Head of Managed Products and Alternative Investments at UOB Private Bank. Mr. Wong is responsible for the Bank’s Managed Product Solutions, including traditional long only funds, alternative investments, and discretionary portfolio management (DPM) sales. In this role, Mr. Wong also oversees the Bank’s Fund Advisory and Fund Due Diligence teams. Before joining UOB Private Bank in 2016, Mr. Wong managed the UOB Group’s proprietary investments in three vintages of private equity and a hedge fund of funds. Prior to joining UOB Private Bank, Mr. Wong was a Partner and Senior Analyst at Albourne Partners, the world’s largest consultant on complicated assets with over USD 650bn under advice. There, he advised institutional investors, including sovereign funds, state and corporate pension plans, endowments and foundations and family offices on alternative investment allocations. Earlier in his career, Mr. Wong held positions at UBS AG and BearingPoint. Mr. Wong has a Master of Business Administration (MBA) from The Wharton School, University of Pennsylvania, a Bachelor of Law from Wolfson College, Cambridge University, and a Bachelor of History from Yale University.
Head of Managed Products and Alternative Investments, UOB Private Bank Mr. Wong Meng Keet joined the UOB Group in 2013 and is Head of Managed Products and Alternative Investments at UOB Private Bank. Mr. Wong is responsible for the Bank’s Managed Product Solutions, including traditional long only funds, alternative investments, and discretionary portfolio management (DPM) sales. In this role, Mr. Wong also oversees the Bank’s Fund Advisory and Fund Due Diligence teams. Before joining UOB Private Bank in 2016, Mr. Wong managed the UOB Group’s proprietary investments in three vintages of private equity and a hedge fund of funds. Prior to joining UOB Private Bank, Mr. Wong was a Partner and Senior Analyst at Albourne Partners, the world’s largest consultant on complicated assets with over USD 650bn under advice. There, he advised institutional investors, including sovereign funds, state and corporate pension plans, endowments and foundations and family offices on alternative investment allocations. Earlier in his career, Mr. Wong held positions at UBS AG and BearingPoint. Mr. Wong has a Master of Business Administration (MBA) from The Wharton School, University of Pennsylvania, a Bachelor of Law from Wolfson College, Cambridge University, and a Bachelor of History from Yale University.
Noah Wise, CFA
Senior Portfolio Manager, Plus Fixed Income, Allspring Global Investments Noah Wise is a senior portfolio manager and Head of Global Macro Strategy for the Plus Fixed Income team at Allspring Global Investments and specializes in global credit and asset allocation for the team. In this capacity, he has oversight and portfolio management responsibilities for separate accounts, mutual funds, and commingled vehicles across a range of strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Noah joined WFAM as a research analyst and later became a portfolio manager. Prior to joining the firm, Noah worked as a lead market maker for Interactive Brokers. Noah began his investment industry career in 2001. He earned a bachelor’s degree in finance and a master’s degree in business administration with an emphasis in securities analysis from the University of Wisconsin, Madison. Noah has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Senior Portfolio Manager, Plus Fixed Income, Allspring Global Investments Noah Wise is a senior portfolio manager and Head of Global Macro Strategy for the Plus Fixed Income team at Allspring Global Investments and specializes in global credit and asset allocation for the team. In this capacity, he has oversight and portfolio management responsibilities for separate accounts, mutual funds, and commingled vehicles across a range of strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Noah joined WFAM as a research analyst and later became a portfolio manager. Prior to joining the firm, Noah worked as a lead market maker for Interactive Brokers. Noah began his investment industry career in 2001. He earned a bachelor’s degree in finance and a master’s degree in business administration with an emphasis in securities analysis from the University of Wisconsin, Madison. Noah has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Steven Wong, Ph. D.
Vice President, Portfolio Manager, Research, Acadian Steven is a Portfolio Manager on the Research Team in Acadian Asset Management. He joined Acadian in 2020. Prior to joining Acadian, Steven was a quantitative analyst at Macquarie Investment Management and an investment banking analyst at RBC Capital Markets and Rothschild & Co. Steven earned his Doctor of Philosophy in statistics from the University of Sydney (Thesis in machine learning). He also holds a Master of Finance, Bachelor of Commerce in finance, and a Bachelor of Engineering in bioinformatics from the University of New South Wales, where he was awarded the University Medal.
Vice President, Portfolio Manager, Research, Acadian Steven is a Portfolio Manager on the Research Team in Acadian Asset Management. He joined Acadian in 2020. Prior to joining Acadian, Steven was a quantitative analyst at Macquarie Investment Management and an investment banking analyst at RBC Capital Markets and Rothschild & Co. Steven earned his Doctor of Philosophy in statistics from the University of Sydney (Thesis in machine learning). He also holds a Master of Finance, Bachelor of Commerce in finance, and a Bachelor of Engineering in bioinformatics from the University of New South Wales, where he was awarded the University Medal.
