HUBBIS INVESTMENT FORUM - Singapore 2023

John has 30 years’ experience in the banking and finance industry; initially in corporate banking and project finance, and subsequently to asset management and the private banking industry. John joined DBS in June 2017, setting up the Portfolio Counseling Team and headed the managed advisory service. He is now currently responsible for the mutual funds and alternatives business John holds an MBA from the University of Chicago’s Booth School of Business, and a bachelor’s degree from Curtin University, Australia.

Mohamed M’Rabti, Director, is a senior executive within the Product Management division for the Euroclear group. In this capacity, he spearheads Euroclear’s cooperative and advisory activities with capital market infrastructure providers, governmental entities, central banks, fund management companies, distributors, ETF issuers and other relevant stakeholders from securities markets around the world. Mohamed M’Rabti, is currently the Head for Product management APAC, global head of ETFs, and member of the Asia-Pacific Management Team. Mohamed works closely with the exchange traded products and investment funds industries to deliver cross-border solutions that are fully aligned to clients’ requirements and the industry’s developments. He also manages the GlobalReach product suite of 12 APAC markets and leads the development of new Euroclearable markets. Before relocating to Hong Kong in September 2019, he developed and launched an efficient, cross-border European post-trade structure for ETFs using the international issuance model (iETF). He has successfully on-boarded several large issuers (BlackRock, Vanguard, SPDR, Invesco, JP Morgan Chase, Fidelity…) onto the Euroclear platform and the Irish ETF market has been migrated in (€800bn). He also launched the first efficient global distribution of UCITS ETFs. Mr M’Rabti held a number of senior positions within the Euroclear group, including Strategy Issuer Services in the Product Management division. During this time, Mr M’Rabti was highly influential in forging successful partnerships with Capital Precision in the shareholder ID services domain, and with Broadridge in bolstering corporate governance. Before joining Euroclear in August 2004, Mr. M’Rabti spent four years at BNP Paribas Securities Services in Brussels, where his last position was Head of Commercial and five years at The Bank of New York (now BNY Mellon), where he was a network manager covering emerging markets. Mr M’Rabti has a degree in Commercial Engineering from University of Louvain-La-Neuve in Belgium and holds a MBA from Cornell University (New York).

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.

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

Phil Gronniger is a Client Portfolio Manager for the Balanced and fixed income strategies at Janus Henderson Investors, a position he has held since 2014. Before this, he was a senior product manager for the Balanced and fixed income strategies with the firm since 2010. Prior to this, Phil was a vice president and portfolio manager for Financial Counselors, Inc. where he managed fixed income strategies for institutional clients and large-cap growth portfolios for private clients since 2007. Prior to that, he was as an analyst as well as a fixed income and an equity trader at Financial Counselors, Inc. since 1998. Phil received his bachelor of science degree in business administration from the University of Missouri – Kansas City. He holds the Chartered Financial Analyst designation and has 25 years of financial industry experience.

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.

Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm’s investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results and providing considered counsel to clients. Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years. Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock’s London, Tokyo and New York offices, helping institutions invest globally. Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.

Vincent Magnenat, Limited Partner, is Chief Executive Officer of Lombard Odier in Asia. Vincent has spearheaded the growth and expansion of Lombard Odier’s private banking business since joining the firm in 2012, contributing heavily to raising its visibility and overseeing solid growth in assets under management. He was invited to be a Limited Partner of the Group in February 2018. He has also been a key architect of the firm’s strategy to serve clients directly from three offices in Asia and partner with some of the region’s major financial institutions to support their goals of becoming private banking leaders in their markets while leveraging over 200 years of international wealth management expertise of Lombard Odier. Prior to joining Lombard Odier, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region. Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore. He has worked and lived in Hong Kong and Singapore for 19 years.

Paul Gambles is Co-founder of MBMG Group and Managing Director of MBMG Investment Advisory. He has completed CFA Level 1 and he is licensed by the SEC as both a Securities Fundamental Investment Analyst and an Investment Planner. He is a member of Advisory Board of IDEA Economics and is well-known as an expert commentator appearing most days on Money Channel’s 10 o'clock news, as well as making monthly appearances as a guest host on CNBC’s Squawk Box Asia, Squawk Box Europe and frequent appearances on National Public Radio, Bloomberg TV, Nation TV, CCTV and others. Paul has been a regular contributor of exclusive opinion editorials to The Nation since 2009 and also a regular contributor to professional magazines.

Paul’s MBMG Updates can be found at http://www.mbmg-investment.com/in-the-media/ and he can be contacted at [email protected]

Gareth Nicholson joined Nomura in July 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. He is based in Singapore. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 16 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. He began working in finance in 2004 as a derivatives specialist with Deutsche Asset Management after an early career as a mathematics teacher. Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.

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.

Steve Brice is the Bank’s Chief Investment Officer and has over 25 years of financial markets experience in senior positions. He leads a team of more than 20 investment professionals and chairs the Bank’s Global Investment Committee, which is responsible for forming the cross-asset investment views for the Private Bank and Retail segments. His previous roles include Chief Economist (SE Asia), Head of Research (Middle East and South Asia) and Head of Global Markets (Southern Africa), all with Standard Chartered Bank. He started his career at I.D.E.A. Ltd, a financial consultancy in London, where he was Regional Head of FX (Europe) before joining SCB. He has a Masters from the University of Liverpool. Steve’s views are widely sought by both clients and the media. He regularly contributes articles to newspapers and magazines and frequently appears on TV and radio stations such as CNBC, Bloomberg, Channel News Asia and Dubai Eye. Steve is based in Singapore and, pre-pandemic, travelled frequently around Asia, Africa, Europe and the Middle East to share his views with both clients and the media. Steve is originally from the UK, but has lived in Asia, Africa and the Middle East for the past 24 years. Steve is an ardent sports fan focusing on cricket, rugby and Liverpool FC.

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.