HUBBIS INVESTMENT FORUM - Hong Kong 2024

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University. In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time All-Conference High School tennis player.

Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

Dr Nick Xiao joined Hywin International in 2019 as CEO. Nick previously worked at Standard Chartered Private Banking, Credit Suisse Private Banking, Bank Julius Baer, building and managing various businesses in China, Taiwan, and the wider North Asia. Later, Nick was managing partner of a family office and advised leading families in Asia and Switzerland on their wealth and pursuits. Nick holds a PhD in Finance from Wuhan University in China and is a prolific academic. He published in 2004 one of the earliest books on China’s OTC derivatives market, and contributed award-winning papers to the official journals of People’s Bank of China and Chinese Academy of Social Sciences. Nick is widely consulted for his views on private banking in Asia and his insight on China, through speeches at events and interviews with international and Chinese media.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

Radek is a senior financial industry practitioner with more than 17 years of work experience in payments, credit risk, and consumer lending. Former Consulting Director at PwC responsible for consumer finance and retail banking. Later, a partner in a boutique credit risk consultancy. Radek is an affiliate member of the Chartered Institute for Securities & Investments, has a dual Master’s degree in Management and Information Systems, MBA from IE Business School, and is a certified Project Manager.

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.

Juan Aronna is the head of Investment Solutions and Products at Royal Bank of Canada's Wealth Management business in Asia, based in Hong Kong. He joined RBC Wealth Management Asia in 2014 from UBS Wealth Management, Asia Pacific, where he held the role of executive director and head of Asia Portfolio Management Hub and head of Investment Solutions Singapore for 12 years. Juan is the chairman of Asia Investment Committee (AIC). He is responsible for the portfolio strategy. Juan holds a MBA degree in Economics from the University of Fribourg, Switzerland, with a specialization in macroeconomics and monetary policy.

With a career in wealth management spanning over 20 years in Germany and Hong Kong, Martin brings a wealth of industry knowledge to St. James’s Place. A strong advocate for ethical and professional advice, Martin is a sought-after speaker at Investment Forums across Asia and well known through appearances on television and radio programs including Bloomberg, CNBC, CAN and RTHK. Martin holds a 1st class (Hons) degree in International Business from Oxford Brookes University and an MBA (distinction) from HKUST Business School.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

David Friedland is the regional head and managing director of Interactive Brokers Group’s Asia Pacific operations. Mr. Friedland’s tenure with the firm dates back to 1985 where he assisted with the programming and development of its trading systems. In 1995 Mr. Friedland relocated to Hong Kong to oversee and commence the group’s derivative market making (Timber Hill) and brokerage operations (Interactive Brokers) in Asia and Australia. Mr. Friedland has served as vice chairman on the Hong Kong Futures Exchanges HSI Future & Options migration special committee, was a member of the Security and Future Commissions Steering Committee on the Enhancement of the Financial Infrastructure in Hong Kong User Working Group, the Derivative Market Consultative Panel at the HKEx and currently is a member of the HKEX Clearing Risk Working Group, HKEX Cash Market Consultative Panel and the SGX DT Advisory Committee. Mr. Friedland received his bachelor’s degree in economics from Vassar College, cum laude, and his MBA at the Anderson Graduate School of Management at UCLA.

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University. In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time All-Conference High School tennis player.

Dr Nick Xiao joined Hywin International in 2019 as CEO. Nick previously worked at Standard Chartered Private Banking, Credit Suisse Private Banking, Bank Julius Baer, building and managing various businesses in China, Taiwan, and the wider North Asia. Later, Nick was managing partner of a family office and advised leading families in Asia and Switzerland on their wealth and pursuits. Nick holds a PhD in Finance from Wuhan University in China and is a prolific academic. He published in 2004 one of the earliest books on China’s OTC derivatives market, and contributed award-winning papers to the official journals of People’s Bank of China and Chinese Academy of Social Sciences. Nick is widely consulted for his views on private banking in Asia and his insight on China, through speeches at events and interviews with international and Chinese media.

Lemuel Lee is Head of Wealth Management Hong Kong for BNP Paribas. He is responsible for implementing wealth management’s growth strategy while supporting its teams of talented bankers to deliver value-added solutions to clients in line with our One-Bank strategy. Lemuel joined BNP Paribas’ wealth management division in August 2017 as Head of Investment Services, Hong Kong and Deputy Head of Investment Services, Asia Pacific. He was responsible for overseeing the delivery of the Bank’s investment offering and advisory to clients across traditional and digital channels, the development of discretionary and advisory services as well as the advancement of new initiatives. Lemuel has over 20 years of investment banking and wealth management experience. Prior to joining BNP Paribas, he was Head of Equities, Asia for J.P. Morgan Private Bank. He also held a long tenure of eight years with J.P. Morgan Corporate & Investment Bank, assuming various leadership positions in equity derivatives distribution and marketing. Before joining J.P. Morgan, he was with Bear Stearns and Bank of America Merrill Lynch in capital market roles across Hong Kong, Japan, London and New York. Lemuel obtained a Master’s degree in Commerce and a Master’s in International Business from the University of Sydney. He also holds a Bachelor’s degree in Commerce and a Bachelor’s degree in Laws from the University of New South Wales.

Oi Yee has 20 years of capital raising and M&A advisory experience. Before joining iSTOX, Oi Yee was with UBS for 6 years, and was Head of Investment Banking for UBS Singapore. She joined UBS from Morgan Stanley, where she was Head of Singapore Investment Banking. Prior to Morgan Stanley, she ran the Southeast Asia real estate investment banking franchise for Nomura Singapore. She started her investment banking career with Citigroup, covering Singapore corporate and real estate clients. Between 2006 and 2008, Oi Yee was Senior Vice President, Strategy and Business Development, for Parkway Holdings, the largest healthcare company in Asia, and helped create the Parkway Life REIT. Oi Yee graduated from Nanyang Technological University with a Bachelor of Accountancy. She also has a Master of Business Administration from Manchester Business School. Oi Yee is an Authority Member of the Civil Aviation Authority of Singapore.

Hanzhi Ding is the CEO and CIO of Banque Internationale à Luxembourg (BIL) in Hong Kong, which is the oldest Luxembourgish private bank with 166 years of history. He oversees the firm’s operations in Wealth Management, Asset Management and Corporate Solutions, and actively develops businesses in the Greater China and Southeast Asia regions. Before BIL, Hanzhi assumed various senior and managerial roles at Bank of America Merrill Lynch, Nomura and Huatai Securities. He started his investment career with Citigroup Global Markets in Hong Kong. Hanzhi had won numerous awards making him one of the top research analysts in Asia Pacific including seven years’ of No.1 rankings by Institutional Investors All Asia/China Poll. Hanzhi holds a Master’s degree from Stanford University.

Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia, overseeing all investment products and advisory services provided to personal, high-net-worth, corporate and institutional clients across the Bank’s Personal Banking, Private Banking, Corporate Banking and BEA China. In particular, Jaye and his teams have been focusing on adopting technology-driven and cross-border wealth management solutions to benefit BEA’s clients within the region. Previously, Jaye worked as Managing Director, Regional Head of Investment for Bank of Montreal (BMO) Private Bank in Asia and Senior Managing Director, Head of Investment Hong Kong at EFG Bank AG. Prior to these roles, Jaye also held other senior roles in HSBC Private Bank, BNP Paribas Wealth Management and UBS Wealth Management. Jaye graduated with honors from Tepper School of Business - Carnegie Mellon University in the United States of America. He is a CAIA (Chartered Alternative Investment Analyst), CIWM (Certified International Wealth Management Diploma) and CPWP (Certified Private Wealth Professional) charter holder. Based in Hong Kong since 2004, Jaye speaks regularly at financial industry conferences and acts as a judge for various awards within the financial industry in Asia. Jaye participates actively in community service and is involved in mentoring younger generations. Jaye is an Honorable Mentor and Advisor to Hong Kong Federation of Business Students (HKFBS), a student body representing the top universities in Hong Kong. Jaye was invited to mentor London School of Economics (LSE) students for the past five years through Hong Kong Public Affairs and Social Service (HKPASS) society. Additionally, Jaye is a Director & Public Image Chairman of the Rotary Club of the Peak, which focuses on local community service projects. Jaye is married with two daughters. He is an avid snowboarder, a competitive swimmer and a concert violinist certified by The Royal Conservatory of Music.

With a career in wealth management spanning over 20 years in Germany and Hong Kong, Martin brings a wealth of industry knowledge to St. James’s Place. A strong advocate for ethical and professional advice, Martin is a sought-after speaker at Investment Forums across Asia and well known through appearances on television and radio programs including Bloomberg, CNBC, CAN and RTHK. Martin holds a 1st class (Hons) degree in International Business from Oxford Brookes University and an MBA (distinction) from HKUST Business School.

Isaac has significant experience in the financial sector with a career spanning across central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong. Prior to joining Oreana, Isaac worked at Willis Towers Watson as the Head of Capital Markets Research in the Asia-Pacific. In this role he contributed to asset allocation decisions, macro-economic analysis and investment research across Asia and global markets. Isaac worked with institutions including major sovereign wealth funds, government agencies and pension funds. Isaac’s focus in this role was delivering asset allocation solutions to improve portfolio outcomes and returns. Other prior roles include Chief Economist at NSW Treasury Corporation, tasked with debt financing and investment management for the NSW Government, Manager of Economic Risk at Lloyds Banking Group, the largest retail bank in Britain, and graduate economist at the Reserve Bank of Australia . Isaac holds a PhD in Economics from the University of Sydney in NSW, Australia. Isaac’s PhD developed economic theory and quantitative methods to analyse optimal mechanisms in key financial markets in Australia including government bond auctions and the Australian housing market. Isaac has also studied at the University of Oxford in the UK and the University of Tasmania in Australia. Isaac is a Certified Investment Management Analyst® holder through the Investment and Wealth Institute™.

As the Head of Investment Solutions and Deputy Head of Markets, Investments & Structuring, Timothy Tsang leads a team of investment advisors and specialists in Hong Kong to provide investment advice and solutions to Indosuez Wealth Management’s key clients. Timothy has close to 30 years of experience in the capital markets as well as wealth management and client advisory. Prior to joining Indosuez, Timothy was Managing Director and member of the Asian Management Team of Nomura Wealth Management leading the product and solutions platform for the region. Timothy also held senior positions previously at Rothschild Wealth Management, Nomura Securities, and ABN AMRO. Timothy received his Bachelor of Science in Industrial Engineering from the University of Toronto. He also has an MBA in Finance & International Economics from York University, Ontario, Canada.

Winston Jin leads the business development efforts for MFEXbyEuroclear in South Asia, working closely with fund distributors, intermediaries, institutional investors and asset managers across the region. Prior to this, he spent 10 years at Greenwich Associates, Kearney and Cambridge Associates across various client advisory and consulting roles. Winston holds a Bachelor of Business Management from Singapore Management University and an MBA from Yale School of Management.

Mr. Minh Luong joined VNHAM in October 2013 and previously worked in the IT industry for 6 years in the US. Over his IT career, he worked for Microsoft Corporation in Redmond, Washington state. At Microsoft, his final position was Senior Software Design Engineer in Test. Before Microsoft, he worked as Software Quality Assurance Engineer at Paychex, a well-known HR outsourcing company in Rochester, New York. On Minh’s return to Vietnam in 2011, his first post was Investment Manager at Mirae Asset Management in Ho Chi Minh City before joining Vietnam Holding Asset Management as also Research Manager in 2013. Minh holds a BSc in Management Information Systems from the Rochester Institute of Technology and a MBA from Seattle University. He passed the CFA Level II requirement exam in 2015.

Yi Wang is the Managing Director and Head of Quantitative Investment at CSOP Asset Management Ltd. He oversees all ETF product investment activities including Equity ETFs, Leveraged and Inverse ETPs, Money Market Fund ETFs and Fixed Income ETFs. He also oversees the active Fixed Income portfolio management. He is a voting member of the CSOP investment committee and deputy chairman of CSOP responsible investment committee. Prior to joining CSOP, Yi worked for Redington LLP (London) focusing on UK and EU pension/insurance investment solutions. He graduated from University College of London with a major in Mathematics and CASS Business School with master’s degree in Actuarial Science.

Richard Clode is a Portfolio Manager on the Global Technology Leaders Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014. Prior to Henderson, Richard held positions with Gartmore, Moore Capital, and Pioneer Investments as a technology analyst in emerging markets. He began his career in 2003 in the technology sector at Herald Investment Management, where he was a portfolio manager. Richard received a first class honours degree in modern history from the University of Oxford. He holds the Chartered Financial Analyst designation and has 20 years of financial industry experience.

Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Juan Aronna is the head of Investment Solutions and Products at Royal Bank of Canada's Wealth Management business in Asia, based in Hong Kong. He joined RBC Wealth Management Asia in 2014 from UBS Wealth Management, Asia Pacific, where he held the role of executive director and head of Asia Portfolio Management Hub and head of Investment Solutions Singapore for 12 years. Juan is the chairman of Asia Investment Committee (AIC). He is responsible for the portfolio strategy. Juan holds a MBA degree in Economics from the University of Fribourg, Switzerland, with a specialization in macroeconomics and monetary policy.

Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region. Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.

Anthony is Chief Executive Officer of Isola Capital Group. Anthony has extensive experience in asset management, including private equity and venture capital. Anthony enjoyed a career in investment banking with Credit Suisse, Citigroup and Lehman Brothers Asia before transitioning to private investments. He has broad investment expertise across consumer, education, food safety, industrial, and technology sectors. Anthony attained a Bachelor of Commerce (Finance and Economics) from The University of Sydney and Bachelor of Laws (Honours) from The University of Sydney Law School. He is also a graduate of The College of Law (Sydney) and was admitted to the High Court of Australia and Supreme Court of NSW. Anthony completed the Financial Engineering Program of Stanford University and attended the Stanford Executive Institute. He is a Responsible Officer for Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) activities licensed by the Hong Kong Securities and Futures Commission. Anthony is Co-Chair of Cyberport Investors Network Growth Portfolio Sub-Committee, a member of the Limited Partners Committee, Family Office Committee and Wine Committee of HKVCA, a member of the Hong Kong General Chamber of Commerce Taxation Committee and YEC Executive Committee. He is a member of the Hong Kong Securities and Investments Institute. Anthony is fluent in English, Mandarin and Cantonese. He is a keen tennis player, golfer, wine enthusiast and Formula One fan.

Kevin Zhang leads Derivatives Licensing and Thematic Indexes in Asia Pacific at MSCI. In this role, he collaborates with research and coverage teams to drive the growth of thematic and structured products across the region. Prior to joining MSCI in October 2022, Kevin worked at Citigroup in their Markets division in Hong Kong, where he specialized in delivering cross-asset structured solutions to both institutional and corporate clients in Greater China. Kevin holds a Master’s Degree in Finance from the University of Hong Kong and a Bachelor’s Degree in Finance from City University of Hong Kong.

Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of professionals committed to delivering best-in-class private banking services and innovative solutions for intermediaries in APAC. Residing in Singapore since 2002, Emmanuel has extensive experience in advisory and sales roles covering external asset managers in Singapore and Hong Kong. Before joining Lombard Odier, he was Head of Structured Solutions & Investments Asia at Vontobel. Prior to this, he was Head of Investments at Citibank and Head of Structured products Asia at UBP. Emmanuel has significant expertise in bespoke investment solutions. He graduated from EM Lyon Business School, and also holds a Master’s degree from Université Paris Dauphine-PSL.

Elizaveta Gridneva is with the Institutional Sales Team covering Asia Pacific for Interactive Brokers. She focuses on providing digitalized wealth management solutions to EAMs, MFOs, brokers and other institutional partners. Originally from Russia, Elizaveta gained a wide range of international experience from time in Brazil, Indonesia and Cambodia. Prior to joining Interactive Brokers, Elizaveta worked at an international investment bank and completed her MPhil degree in Technology Leadership and Entrepreneurship from HKUST.

Perry looks after the institutional Sales desk, managing relationships with Family offices, UHNW clients, Asset Managers, Banks/Brokers, Proprietary trading desks, Hedge funds, through a robust online platform offering prime brokerage solutions. With 14 years of experience at Interactive Brokers Hong Kong he has built a vast network in China/Hong Kong and Southeast Asia. Born and raised in Australia, completed his Bachelors degree in Accounting and Finance at Macquarie University.

Gregoire Mivelaz is a Fund Manager and a member of Atlanticomnium’s Management Committee. He joined Atlanticomnium in 2009 and co-manages the GAM Credit Opportunities and GAM Climate Bond strategies. Gregoire has over 20 years’ experience in bond markets, both on the buy as well as sell-side, having held various positions such as Head of Credit Research as well as Credit Analyst. Gregoire graduated from the University of St Gallen and holds a BA in Finance and Capital Markets, an MA in Economics and is a CAIA Charter Holder as well as holds the CFA UK Certificate in ESG investing. He is based in Geneva.

Colin is experienced in investment, family office and succession where he outperformed benchmarks, achieved 10 Private Equity exits, established 3 single family offices and co-founded 2 multi-family offices. He was personally mentored by the late chairlady of Chinachem Group, Ms. Nina WANG, and was entrusted to head their investment management, hospitality business as well as philanthropic & succession planning. Afterwards, he was recruited to the UBS Global Associate Program and briefly worked there before being headhunted by a tycoon to setup his single-family office and manage investments. In 2016, Colin started a multi-family office and grew it to a 20-staff operation before selling his stake; subsequently, he and partners started another multi-family office which Colin sold his stake in 2020 so that he could have more time with his ill father until his last day in 2022. He then helped one more family to setup their own family office which involved operation development, coaching staffs as well as managing multi-million investment portfolio and then joined Plutus Asset Management.

Stephen is currently the Chief Investment Officer at Hefeng Family Office. Before Hefeng, he held financial positions in various institutions, including senior portfolio manager at Veco Invest (Asia) Limited; managing multi-manager portfolios at The Hong Kong Jockey Club, the largest institutional investors in the Asia Pacific region; at the quantitative micro-strategy team with Deutsche Bank, ranked one of the top three research teams in the Quantitative / Derivative Category by Institu-tional Investors; a portfolio analysis specialist with JP Morgan Asset Management in the UK; and a fixed income analyst for The St. Paul Travelers Companies, Inc. in the UK. Stephen has a MSc in Actuarial Science from Cass Business School in the UK, and is a Chartered Statistician and a Chartered Scientist. He is also an Associate Member of the Institute of Mathematics and Applications.

Keith is the driving force behind the transformative initiatives at Winland Wealth Management Limited, a prestigious single-family office with a rich history dating back to its establishment in 1970. With a steadfast commitment to preserving its renowned tradition of personalized service, Keith has successfully integrated cutting-edge technology and modern investment capabilities into this independent private wealth platform. Keith's extensive education in Hong Kong, Australia, and the UK, coupled with his decades of experience in private wealth management, have positioned him as a trusted expert in the field. He has held leadership roles in multinational finance companies across Asia and Europe and has gained valuable insights from his time at Christie's auction house, which has deepened his understanding of tangible investments. Keith's primary objective is to provide affluent families and discerning clients with innovative, tailor-made investment solutions. As the leader of Winland Wealth, a licensed custodian that operates independently from any financial institution obligations, he takes great pride in offering unbiased advice and optimal solutions to clients. The firm's open platform grants client’s access to a wide range of global products, including market-tradable instruments and private investment vehicles. Winland Wealth specializes in alternative investments, which enables the firm to secure exclusive opportunities and provide investors with a competitive edge. Keith firmly believes in building a cohesive team that combines exceptional talent with unwavering integrity. Each team member possesses deep expertise and skills in their respective fields, upholds ethical conduct, and embodies qualities such as honesty and reliability, thereby safeguarding the company's values and reputation. Adopting a holistic approach, the firm harnesses technology to enhance its investment decision-making process, keeping pace with the evolving needs of wealth management and ensuring optimal outcomes for clients.

Mr. Dingley is the Head of Private Wealth and Responsible Officer for CBH Asia Limited and has been with company since the beginning of 1996. He is part of the Investment Committee and daily responsibilities include the investment management of client portfolios. Other duties include the supervision of risk management, client account operations management and overseeing the sales operations. He started his career at Deloitte & Touche in South Africa.

Jason Gibbons is the Investment Director for Asia at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Jason is responsible for providing investment advisory, portfolio management services and multi-asset class views to the firm’s clients. He specializes in asset allocation, alternative investments and thematic research. Prior to Leo Wealth, Jason was a Portfolio Manager at BNY Mellon Wealth Management in Hong Kong, working extensively with private clients and high-net-worth families. He was responsible for managing the firm’s Asian clients’ discretionary portfolios and providing asset allocation guidance. Jason earned a BS in Finance and Minor in International Business from Pennsylvania State University. He is also a CFA charterholder.

Lasanka Perera is the Chief Executive Officer at Independent Reserve Singapore, which is the first licensed cryptocurrency exchange for all investors. As a co-founder of the company, Perera has steered Independent Reserve to become one of the leading crypto exchanges in the Asia Pacific region. The company is recognised for its commitment to good corporate governance and ensuring the security of its customer assets.

Before joining Independent Reserve, Perera had extensive experience in markets and trading and had established several regulated consumer-facing financial services businesses. During his career in traditional finance, Perera noticed the inefficiencies of foreign currency transfers and saw a huge potential in Bitcoin and other cryptocurrencies to improve people's lives. This led him to pivot his career into the crypto space.

As an early adopter of cryptocurrency and a passionate advocate for the industry, Perera regularly participates in trade conferences and industry events. He connects with like-minded individuals and businesses to foster the growth of the industry.

Sean Lawrence is a 30-year veteran of financial markets, including roles as the CEO of ABN AMRO Clearing Tokyo, CEO of ABN AMRO Clearing Sydney, APAC Head of Professional Trading Group Sales at SG Securities (HK) Ltd, APAC Regional Head of ETD Operations at UBS, APAC Regional Head of Collateral Operations at Deutsche Bank. Sean now heads Kaiko's digital assets - indices, market data, and risk analytics businesses in Asia. Kaiko is the leading digital assets market data provider for institutional investors and enterprises; Kaiko's mission is to bridge traditional and blockchain ecosystems by providing reliable and actionable financial data and services.

Elliot is currently CEO of Aspen Digital. He has over 10+ years’ experience within the financial technology industry. He previously held roles in both London and Hong Kong, most recently as Head of Asia Pacific at Dealogic. After spending the last four years investing personally into digital assets, he went full-time in 2021 and is an advisor to multiple projects in the Metaverse and NFT sectors. He holds both finance and law degrees from the University of Canterbury in New Zealand and is also a Chartered Financial Analyst (CFA).

Kok Hoe holds the role of Chief Growth Officer at Chintai, a Singapore-based Fintech pioneer. Chintai leverages blockchain technology to revolutionise capital markets for banks, financial institutions, and asset managers. Beyond his professional achievements, Kok Hoe is passionately dedicated to fostering diversity and inclusivity, embodying the ethos of a forward-thinking FinTech professional. Kok Hoe's foray into the dynamic world of Blockchain and FinTech is equally compelling, with hands-on involvement in marketing, business development, and partnerships for a Crypto Assets Exchange based in Singapore. Kok Hoe brings a robust background in digital transformation, covering pivotal domains such as digital marketing, UX, analytics, and marketing automation. He's been a trusted collaborator with leading global brands across the financial services, hospitality, real estate, luxury, tech, equine industry, and consumer electronics sectors. His journey also includes a stint at a boutique Swiss Private bank, where he managed strategic institutional partnerships throughout Southeast Asia.

LinkedIn: https://www.linkedin.com/in/kokhoe/

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

Ivan joined Saxo Markets in 2011 and is responsible for developing the wholesale solutions business in APAC. He leads a team that exclusively focuses on engagements with banks, brokers, wealth management and fintech firms to form collaborative partnerships to deliver digital wealth services to their customers. Ivan has over 15 years of experience in the financial services industry, being well versed across all asset classes and financial technology solutions.

Christophe Lee has over 32 years of financial services and asset management experience in Asia. He held leadership positions at Goldman Sachs, Morgan Stanley, SHK Financial and IDEG Asset Management (digital assets). He is the Founding Partner of JP Asia Partners, and invests in early-stage Fintech, blockchain and Web3 companies. He is also an advisor to HK based venture firms Beyond Ventures and HK-X Tech. He advised the HKSAR government on its Fintech policy and led the working group for the FSDC paper “The Future of FinTech in Hong Kong” published in in 2017. Mr. Lee played an active role in the development of the asset management industry in Hong Kong. He served as elected Chairman of AIMA Hong Kong (global trade association for hedge funds) for 8 years between 2004 and 2012 and was appointed by the HKSAR government to the Securities and Futures Commission (SFC) advisory committee from 2007 to 2009 and to the Financial Services Development Council (FSDC) from 2013 to 2019. He has been voted by AsianInvestor as one of the “Top 25 most influential people in Asian hedge funds” and by Asia Fund Manager as one of the “Top 50 Industry Leaders”.