Alternative Investments – their role in this new investment world

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Gary Leung is the Head of Managed Investments & Private Equity of Bank of Singapore based in Hong Kong, responsible for the selection, structuring and advisory of Alternative Investments, Mutual Funds and Discretionary products for the Bank’s clients. Gary’s experience spans across alternative investments, asset management, investment banking and private banking. Including Alternative Investment Specialist at BlackRock, HSBC Private Banking as the Head of Alternative Investments in Hong Kong, Private Equity investments at RimAsia Capital Partners, and Investment Banking at Deutsche Bank. Gary graduated from Imperial College London in Masters of Electrical and Electronic Engineering with Management, and was awarded the Lee Memorial Prize.

Brenda is the Head of Asset Management Asia, Private Markets Alternatives at CA Indosuez SA, based in the Hong Kong office She is responsible for managing all Asia Pacific private equity alternative investments as well as advising on the allocation of strategies for the private clients’ portfolios in the region She joined the Bank in 2016. Prior to this role, Brenda was a Senior Vice President at EntrustPermal where she led the sales effort for distribution of alternative products to institutional and private banking clients in Hong Kong and Taiwan Previously, she held relationship management and business development roles at Hamilton Lane, SEI and JPMorgan, covering institutional clients including sovereign wealth funds, insurance companies and provident funds in the Asia ex Japan region. Brenda holds a Bachelor of Business Administration degree in Finance and Management of Organizations from the Hong Kong University of Science Technology She is a Chartered Alternative Investment Analyst and a member of the CAIA Association

Mark Nelligan is Pershing’s senior business representative in Asia Pacific. He is based in Singapore and is responsible for relationship management and business development in the region. He is a member of BNY Mellon’s Asia Pacific Executive Committee and is chief executive officer of Pershing Securities Singapore Private Ltd, which holds a capital markets license to service Singapore financial intermediaries. He has over 20 years of financial services experience. Mark joined Pershing in October 2002 from ING Barings, Singapore, where he was the chief operating officer with responsibility for the bank’s commercial and investment banking operational support platform in South East Asia, Vietnam and India. Prior to this, he held several senior operational roles in Hong Kong, India and London. He is a Fellow of the Institute of Chartered Accountants in England & Wales (FCA, ICAEW) and a graduate of Jesus College, Cambridge University.

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.

Jolyn Dang is the Director of Alternative Investments, APAC, for Wellington Alternative Investments (WAI), the group responsible for oversight of certain Wellington-managed fund vehicles that pursue alternative investment strategies. In this role, Jolyn partners closely with client-facing and investment teams to increase engagement and activity on Wellington’s broad alternatives platform with clients, prospects, and consultants. She is also responsible for a range of business and investment-related activities including investor relations, portfolio analysis, marketing and business strategy, competitive analysis, client communications, and project management. Jolyn joined Wellington from Segantii Capital Management where she was Head of Investor Relations and responsible for the firm’s marketing and investor relations efforts globally. Prior to her role at Segantii, Jolyn was the Director of Marketing and Client Services at Keywise Capital Management, and held roles at Credit Suisse in Hong Kong and Switzerland. She earned her Bachelor of Arts in Business Administration from the University of St. Gallen in Switzerland, and is fluent in English, Mandarin, Cantonese and Swiss German.

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.