Expanding Allocation to Private Assets. Why? How? And What’s Next?

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.

Conor founded TritonLake in 2015 with a vision for bringing together alternative investment opportunities and ultra-high-net-worth investors. Prior to founding TritonLake, from 1997, Conor was a partner at MoneyMate (subsequently Compliance Solutions Strategies), a technology and services business partnering with global investment and wealth management firms. Conor grew this business through partnerships with senior leaders on both sides of the Atlantic, culminating in the strategic sale of this business to private equity-backed Compliance Solution Strategies. Conor holds an Honours Degree in Engineering from University College Dublin (B.E., 1993), a Higher Diploma (Hons) in International Selling (HDip, 2006), and a Masters in Sales Management (MSc, 2008). Conor holds his Series 7 & 66 licenses.

Harmen Overdijk is Chief Investment Officer of Leo Wealth, a Hong Kong based asset management firm focused on fee-based asset management. Leo Wealth was created from the strategic merger of two existing independent asset managers, where the partners have decades of Asian and International wealth management experience. The firm’s philosophy is based on Evidence Based Investing. A disciplined approach that gains its insights about the markets and returns from academic research, structures portfolios along the dimensions of expected returns and adds value by integrating research, portfolio structure, and implementation. This investment approach makes extensive use of low cost investment instruments. Harmen is an expert portfolio manager with 20 years of investment management experience. Prior to Leo Wealth he held senior management and CIO roles for several successful asset management practices at EFG Asset Management, Fortis Bank and MeesPierson. He is a Chartered Financial Analyst (CFA) holder and has an MSc in economics from Tilburg University, The Netherlands.

Prior to joining the Private Shares Fund investment management team and Liberty Street Advisors, Inc., Kevin was a senior portfolio manager at First New York Securities where he managed a global macro book. Kevin’s areas of expertise include client relationships, investment research coverage, block and position trading, and operations management. Kevin began his career as an institutional equities sales trader and held a series of distinguished posts at leading hedge funds and proprietary trading firms.

Max co-founded Corecam Capital Partners, the Direct Investment Platform within the Corecam Investment Group and is currently based in Singapore. He is responsible for all Direct Investments within the group. As Managing Partner he is supported by investment teams in Singapore, Saigon, Luxembourg, Vienna and Zurich. Prior to joining Corecam, Max was employed at various Investment Banks in Europe catering to Investors in Europe and Asia. He holds a Master in Business Administration from the University of Vienna with a special focus on Financial Engineering and Business Informatics.

 

Mr. Yu joined Hywin International as the Head of Securities in February 2022 to lead the company’s corporate finance advisory business and tailored asset management business. Mr. Yu has nearly 20 years of experience in private placement, pre-IPO financing and underwriting Mr Yu previously held senior roles at Valuable Capital, Valuable Asset Management, Macquarie, Sumitomo Mitsui Bank and HSBC, and worked on various US and HK listings, including Hywin Holdings, Netjoy Holdings, Acotec Scientific, Jiayuan Services, etc. In addition, Mr. Yu was involved in the fundraising for various investment funds targeting IPOs in China, Hong Kong and Us with total AUM of Usd300million. Mr. Yu holds a doctorate degree in Business Administration from Shanghai Jiao Tong University Antai College—University of Manchester Alliance Manchester Business School. He is also a Chartered Financial Analyst and Financial Risk Manager.

Max co-founded Corecam Capital Partners, the Direct Investment Platform within the Corecam Investment Group and is currently based in Singapore. He is responsible for all Direct Investments within the group. As Managing Partner he is supported by investment teams in Singapore, Saigon, Luxembourg, Vienna and Zurich. Prior to joining Corecam, Max was employed at various Investment Banks in Europe catering to Investors in Europe and Asia. He holds a Master in Business Administration from the University of Vienna with a special focus on Financial Engineering and Business Informatics.

 

Mr. Yu joined Hywin International as the Head of Securities in February 2022 to lead the company’s corporate finance advisory business and tailored asset management business. Mr. Yu has nearly 20 years of experience in private placement, pre-IPO financing and underwriting Mr Yu previously held senior roles at Valuable Capital, Valuable Asset Management, Macquarie, Sumitomo Mitsui Bank and HSBC, and worked on various US and HK listings, including Hywin Holdings, Netjoy Holdings, Acotec Scientific, Jiayuan Services, etc. In addition, Mr. Yu was involved in the fundraising for various investment funds targeting IPOs in China, Hong Kong and Us with total AUM of Usd300million. Mr. Yu holds a doctorate degree in Business Administration from Shanghai Jiao Tong University Antai College—University of Manchester Alliance Manchester Business School. He is also a Chartered Financial Analyst and Financial Risk Manager.

Over 25 years experience in the financial services industry as an Investment Strategist, Portfolio Manager, Chief Investment Officer (CIO) and Managing Director (MD) at various global and domestic firms. George has managed investments (direct and external multi-manager) across multiple asset classes (cash, fixed income, equities, property, PE/VC, alternatives), investment teams and funds management companies. Also, currently a part-time university lecturer in finance and an experienced MD of listed companies and Non-Executive Director (NED) of funds management firms and charities. Current roles include: Executive Director (ED) and Head of Research at K2 Asset Management; Director & Investment Committee Chair and Investment Advisor (CIO) at Salter Brothers Asset Management (SBAM, formerly MAP Capital); Investment Committee at Paua Wealth Management (Auckland, NZ); Investment Committee at Apostle Ethical Balanced Fund; Chairman of the Advisory Board, International Centre for Financial Services (ICFS) and part-time lecturer at The University of Adelaide Business School. Historical experience includes: CIO at SBAM (formerly MAP Capital); MD and CIO at Contango Asset Management; Executive Director (ED) and Head of Investment Strategy & Consulting at UBS; CIO and Head of Asset Management at Equity Trustees; Senior Investment Manager at HSBC Global Asset Management; Investment Strategist at Macquarie Group; Economist at Westpac, NSW Treasury and SBC (now UBS); Director Blues Foundation at The Carlton Football Club and Director at Women in Banking and Finance (WiBF). Education: Bachelor of Economics, Hon. Flinders University, Adelaide, South Australia. Portfolio Management Executive Certificate from the AGSM at the University of New South Wales (UNSW); Executive Certificate in Management & Leadership from Massachusetts Institute of Technology (MIT) Sloan School of Management; Investment Decisions & Behavioural Finance Program at Harvard University, Kennedy School of Government and the Securities & Derivatives Industry Association (SDIA) Accreditation (PS146).

Harmen Overdijk is Chief Investment Officer of Leo Wealth, a Hong Kong based asset management firm focused on fee-based asset management. Leo Wealth was created from the strategic merger of two existing independent asset managers, where the partners have decades of Asian and International wealth management experience. The firm’s philosophy is based on Evidence Based Investing. A disciplined approach that gains its insights about the markets and returns from academic research, structures portfolios along the dimensions of expected returns and adds value by integrating research, portfolio structure, and implementation. This investment approach makes extensive use of low cost investment instruments. Harmen is an expert portfolio manager with 20 years of investment management experience. Prior to Leo Wealth he held senior management and CIO roles for several successful asset management practices at EFG Asset Management, Fortis Bank and MeesPierson. He is a Chartered Financial Analyst (CFA) holder and has an MSc in economics from Tilburg University, The Netherlands.

Prior to joining the Private Shares Fund investment management team and Liberty Street Advisors, Inc., Kevin was a senior portfolio manager at First New York Securities where he managed a global macro book. Kevin’s areas of expertise include client relationships, investment research coverage, block and position trading, and operations management. Kevin began his career as an institutional equities sales trader and held a series of distinguished posts at leading hedge funds and proprietary trading firms.

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.