Investment Solutions Forum 2017

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Aman Dhingra is Head of Advisory, Singapore for Union Bancaire Privée. Based in Singapore, he leads the team of multi-asset advisors providing clients with guidance on their investment portfolios through bespoke advisory mandates. He has 15 years of experience in Asian markets leading investment advisory, innovation and new product development, crafting and operating product platforms and implementing wealth management frameworks across several jurisdictions including Asia, the Middle East and UK. Prior to UBP, Aman worked at Coutts as the head of fund solutions in Singapore and at Citibank in multiple roles spanning wealth management, consumer banking, credit cards and treasury services.

Vineet is a senior financial services professional with almost 3 decades in the Banking and Financial Services Industry, across  wealth management- buy and sell side, banking- private client and retail banking, and insurance- pensions and life. He has an  extensive track-record in driving sustainable top-line growth, establishing effective risk-controlled governance regimes, and  spearheading lasting transformation , in both line and matrix settings. Vineet has held roles of  progressing responsibilities with HSBC, ANZ, ING, and Citibank, at country, regional and global levels. He currently leads the  wealth management practice for Arete Financial Partners, a management consulting boutique, based in Singapore, offering M&A, Digital & Strategy advisory services to banks, asset managers and insurers, regionally. Vineet is a CFA charter holder, with an MBA and degree in Engineering. A Singapore national, he is a member of the Singapore Institute of Directors, and CFA Singapore.

Tuan Huynh is currently the regional Head of Portfolio Management for Asia Pacific. He is responsible for all discretionary mandates such as multi-asset portfolios, fixed income portfolios and equity portfolios.

Tuan started his apprenticeship in 1993 at Deutsche Bank. Thereafter he studied Business Administration focusing on finance and banks at Düsseldorf University. During this time he had several internships in Germany at Deutsche Bank. After graduation in 1999, he started working as a portfolio manager for private clients at Deutsche Bank in Düsseldorf where he was responsible for benchmark strategies and portfolios with special directives. In April 2004, Tuan moved to Frankfurt and was responsible for benchmark portfolios and investment funds within Private Asset Management (PAM), heading a team of portfolio managers with total assets under management of ca. one billion Euro. He had the responsibility for the investment performance of all benchmark portfolio strategies within Private Asset Management.

Ranjiv joined in 2009 and has more than 15 years’ experience in financial markets where he was a strategist for Asia at Aberdeen Asset Management Singapore from 2001. Ranjiv later became the Head of Investment Advisory for BSI Bank Ltd in Singapore from 2007 – 2009. He has a Master’s degree of Business Administration in Finance with an emphasis on Financial Engineering from Thunderbird, the American Graduate School of International Management, and is a Bachelor of Business Administration in Finance from the University of Wisconsin.

Vlad Pavlov holds a PhD in Financial Econometrics. Since 2010 Vlad has been working as a VP of financial engineering at Numerix responsible for pre-sales, support and professional services in APAC as well as quantitative research in XVA and counterparty risk modelling. Previously he worked as an academic engaged in research in financial econometrics and financial economics and a senior quantitative analyst in a hedge fund helping formulate investment strategies in FX and fixed-income.

Rohit Jaisingh heads the Equity Investment Products team for the Private Bank and Consumer Banking business segments of DBS Bank in Singapore. He is also responsible for the infrastructural support in DBS Bank underpinning the advice and solutions relating to the asset class.

Aki co-founded Bambu in 2016 and currently runs operations and business development for the Robo-Advisory startup. Aki is a recognized authority in Fintech and an accomplished technology executive with a highly technical background and more than 15 years of technology experience. Aki is an influential blogger on digital finance and wealth management.

Damian Hitchen, Chief Executive Officer, Swissquote Pte Ltd Damian joined in January 2014 to drive Swissquote’s expansion strategy from being Switzerland’s largest online banking and trading platform into the Middle East & Asia region. During 2014-2019 inclusive he built a successful B2c-B2b office from the DIFC, Dubai with a major focus on the development and upgrade of the Bank existing institutional platform services. In July 2019, he relocated from Dubai to head up Swissquote’s new office in Singapore, which will act as the regional booking centre for its business development in the Asia-Pacific region, with a focus on professional, industry and institutional clients such as external asset-managers, insurance firms, securities brokerages, family offices and local - regional Banks/Private Banks. Prior to joining Swissquote, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive r Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

Ecaterina Bigos, Vice President, is a product strategist for Fixed Income iShares within the Asia iShares Product team. She is responsible for developing strategic plans around the iShares fixed income product range in Asia and for the positioning of products, both internally and externally through the sales channels. Ecaterina joined BlackRock in 2012 in the London office in a similar capacity and reallocated to Asia in 2015.

Additionally, Ecaterina is a member of BlackRock's Women's Initiative Network Committee and Education Committee member of Women In ETFs in Asia. 

Before joining BlackRock, Ecaterina worked at UBS and Credit Suisse as a product specialist in the Delta One group, responsible for beta access products such as index and sector swaps, bespoke baskets and ETFs, with client focus on Hedge Funds. Dresdner Kleinwort is where she started her career, in the bank's Corporate Solutions Group with focus on Emerging Markets. There she worked on projects ranging from simple flow trades to facilitate clients' medium term financing needs to structured financing transactions.

Ecaterina holds a Master in Finance from Cass Business School and a Bachelor degree from Academy of Economic Studies in Bucharest.

Will Lawton serves as the Global Head of QUO. Will is an experienced financial services leader in wealth management, private banking and fintech, holding several leading positions across London, New York, Zurich and Singapore. Will’s experience includes strategy formulation and its implementation, sales and business development leadership, development and delivery of propositions, marketing function leadership and mobilising fintech wealth business transformation programmes. Will has extensive executive Board committee experience. Will’s focus prior to joining Tradingscreen to Head the QUO wealth proposition has been within the Fintech arena leading Eigencat, which is a digital investment platform based in Singapore Will has over 30 years of experience in the financial and commodity markets globally, of which 15 years have been spent in Asia. Will's most recent role was as Head of Investment Group for HSBC Private Bank in Singapore managing all discretionary, advisory and product services (including Corporate Finance) Will was with the Royal Bank of Scotland Group for 15 years. From 2005 to 2009 he was the Chief investment Officer for the Private Bank (RBS Coutts) based in Zurich and was a member of the Executive Committee. During Will's tenure as CIO, he also served as a Board Director of numerous RBS asset management funds registered in Cayman Islands. Prior roles at RBS included Head of Financial Markets, Singapore; Treasurer of RBS USA and Global Head of Futures and Options based in London. Will moved back to Singapore in 2009 with Standard Chartered as Group Head of Advisory and Solutions for the consumer bank division. Will started his career in London as a commodities trader.

Roger Meier serves as Head of Structured Products Sales Asia at Bank Julius Baer, based in Singapore.

Roger is responsible for managing the structured product business in Asia and leads the teams in Singapore and Hong Kong.  The Bank offers a full spectrum of equity, FX, commodities and rates / fixed income structured products to private clients based on an open architecture approach.

Roger joined Julius Baer in Zurich in 2004.  He relocated to Singapore in 2007 to build the FX Structured Products business for Julius Baer and asumed his current role in 2010.  He had previously worked for Credit Suisse and Hypovereinsbank.

Roger holds a bachelor degree in economics from the University of Applied Science in Zurich.

Pankaj Nagrath is a trading and investment professional with around 25 years of experience across multiple asset classes and markets. He is currently an Investment Counselor with Bank of Singapore, having joined late last year from Barclays Wealth in Singapore, where he was an Investment Advisor and Head of Discretionary Portfolio Management (DPM) Sales for Asia for around 2 years. Prior to joining Barclays, Pankaj was responsible for around USD 1 billion of AUM as the CEO and Head-Investments for Reliance Asset Management (Singapore) – the offshore asset management arm of India’s largest asset manager. Over his more than 8 years with the firm, he set up a global investment platform; structured, raised capital for and managed two absolute return hedge funds involving Indian and global equity, credit, FX and commodity markets; and also structured and managed a number of India centric long only funds and structured investment funds. Pankaj has previously worked as a trader with India’s largest and most active treasury at Reliance Industries Limited, where he traded various markets over his 5 year stint, including Indian FX and Rates and global macro markets (G10 FX/G3 Rates). Prior to that Pankaj had worked as an analyst and Head of Equity Research with leading Indian buy-side institutions and in investor relations roles.

Thanks to his father, Leonardo Drago spent his precocious childhood devising financial strategies on how to exponentially grow his pocket allowance. This challenge soon inculcated a love and appreciation of investments for him.

Leonardo made his first break into private banking at Banque Nationale de Paris (BNP) Hong Kong. He then moved to Credit Suisse in Singapore, taking on the role of deputy team head in the bank’s first Senior Client Partner team, where he stayed until his co-founding of AL Wealth Partners.

At AL Wealth Partners he manages a diversified portfolio of global investments targeting absolute returns, specialising in macro-economic strategies, derivatives, foreign exchange trading, stock-picking models and multiple asset classes. 

Leonardo is also a guest lecturer for several higher learning institutions in Asia, as well as a frequent speaker in investment and banking forums, including the Singapore Management University (SMU) where he runs wealth management seminars for banking professionals.

Christian leads iShares distribution for Wealth, Retail and Asset Managers across Asia ex Japan and is based in Hong Kong. He moved from BlackRock Zurich in 2014 where he led the institutional iShares distribution team covering pensions, insurance and asset managers.

Prior to BlackRock, Christian spent 4 years at JPMorgan Investment Bank as a cross asset derivatives marketer covering Swiss institutional clients out of London. Christian started his career at UBS Investment Bank in the Graduate Program at the Fixed Income department selling interest rate derivatives and structured credit.

Christian obtained a bachelor and masters degree from the University of St. Gallen (HSG) in Switzerland and spent a semester at the Marshall MBA school at USC, Los Angeles.

Mr. Singh joined the firm in 2006 and is Managing Director, Asia Equities. Prior to this role he served as Chief Executive Officer for PineBridge India and the Product Specialist for Indian Equities. Before joining the firm, Mr. Singh was Head of the Product Development and New Initiatives at one of the India's largest asset management company, Reliance Capital Asset Management Company. Mr. Singh has a Master’s degree in Management Science (MMS) from DAVV, Indore.

Duncan is an executive with a 25 year finance career at BondIT, MarketAxess and J.P. Morgan.

His Fixed Income experience across Fintech, Investment Banking in eTrading, Sales & Trading, Operations, Project Management has been instrumental in driving new business development and implementation for BondIT as well as MarketAxess and J.P. Morgan. 

His most recent responsibilities include leading BondIT's global product expansion after revamping MarketAxess Asian eTrading business and launching J.P. Morgan's transition management business in Asia.

Sumit Sethi is Executive Director for MSCI Analytics Business in APAC. In this regional role, Sumit heads up MSCI’s wealth management practise in APAC and also oversees product management responsibilities of MSCI’s broader suite of analytics products and services.

Sumit joined MSCI in early 2014 and since then has played pivotal role in helping MSCI’s build current generation of analytics products. Sumit works with a diverse range of clients including private banks, asset managers, hedge funds, amongst others to help them integrate the use of risk & performance as a part of investment decision making.

Sumit is a post graduate in Management from Symbiosis Centre for Management & HRD, one of the premier business schools in India. Prior to joining MSCI, Sumit has worked with Thomson Reuters, HSBC Bank, & HDFC Standard Life in various commercial roles.

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.

Prior to joining Crossbridge Capital, Charlie spent more than 25 years building businesses focused on the structuring, trading and distribution of private investor products for the wealth management industry.

At Bank of Ireland Global Markets in the US he served as Head of Strategy, Funding and Structured Products. Previously, he was Head of Private Investor Products at ABN AMRO and Incapital in the USA. He also worked at HSBC, Hong Kong as Head of USD Fixed Income where he built the US Dollar fixed income business in Hong Kong and expanded to Singapore, Tokyo, and London.

Charlie is an International Banking, Finance and Capital Markets Expert with more than twenty years’ experience in the Americas, Europe and Asia.

Charlie received a Bachelor of Business Administration degree with emphasis in Finance from the University of Miami.

Stephen Cohen, Managing Director, is Global Head of Fixed Income Beta for BlackRock. He is responsible for overseeing the Beta fixed income investment group and the fixed income iShares business. Prior to his current role, Stephen was the Chief Investment Strategist for BlackRock International Fixed Income and Global iShares. He is a frequent contributor to financial news media and appears regularly on Bloomberg TV and CNBC. 

Stephen joined BlackRock in 2011 from Nomura where he was Global Head of Equity Linked Strategy, and led the #1 Institutional Investor ranked Convertibles research team. Prior to that he worked in Japanese Convertibles at ING Barings from 2001-2003, having begun his career in UBS Fixed Income in 1996.

In addition, Mr Cohen has been a Director of Enovara, an Irish funds company. He earned a First Class honours degree in Economics from the University of Southampton in 1996.

Paul Stefansson is currently Head IPS Portfolio Specialists Singapore. He was previously appointed Head of Investment Funds, Hedge Funds and Private Equity Distribution in APAC in July 2014 where he was responsible for the Asia Pacific locations spanning Hong Kong, Singapore, Taiwan, Japan, Australia and China.

Paul has over 30 years of investment experience as an actuary, analyst, portfolio manager and wealth manager. He joined UBS in 2006 in Products and Services Consulting and was most recently Head of Investment Funds, Hedge Funds and Private Equity for Hong Kong and Singapore. From 2001 to 2006, Paul was the CEO of ipac financial planning, a subsidiary of AXA.

He has been featured on Channel News Asia, CNBC, The Straits Times, and Business Times.

Paul graduated from the University of Manitoba in Canada with a Bachelor of Commerce degree. He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), was a Certified Financial Planner, was a Fellow of the Society of Actuaries, and was a Fellow of the Canadian Institute of Actuaries.

Michael Chang Wai Sing is the Chief Investment Officer – Fixed Income for RHB Asset Management Sdn Bhd and has more than 17 years of fund management experience specializing in fixed income investments for insurers and asset management companies. Prior to joining RHB Asset, he was with MCIS Insurance Bhd (formerly known as MCIS Zurich) for 8 years managing both life and general insurance portfolios. As CIO of Fixed Income, Michael’s primary role is to set the strategic direction for the fixed income investment team in Malaysia and RHB Asset’s regional offices covering both fund managers and credit analysts.

His strong investment acumen is recognized by the market and has been awarded as the “Most Astute Investor in Asian Local Currency Bonds for 2014, 2015, 2016, 2017 and 2018 for Malaysia Rank #1 for four consecutive years. This win for the award, led by the Asset Benchmark Research (The Asset), placed him at the top of the Top 10 Astute Investors in Malaysia successively for the past four years. RHB Asset Management also emerged as the Top 3 Fund Houses for 2017 and 2018 ranked by The Asset.

Chang graduated with a bachelor of commerce degree from The University of Western Australia, with double majors in accounting and finance and a minor in business law. He is also a licensed Capital Markets Services Representative’s Licence (CMSRL) holder to practise Fund Management and also a member of ACI-Malaysia – The Financial Markets Association (PPKM). Prior to gaining his membership, he was a distinction and award recipient of PPKM.

Akshay leads a regional team in Asia, looking after cross asset Structured Products for Deutsche Bank Wealth Management.

In his current role he is responsible for providing bespoke solutions for clients investment and hedging needs and raising the profile of Deutsche AWM with external stakeholders.

He has been with Deutsche Bank since 2007. Prior to joining Deutsche Bank, he worked at Citigroup in multiple functions.

He has a Bachelors in Computing in Computer Science, National University of Singapore.

Jean-Louis Nakamura is Chief investment officer, Asia-Pacific, and head of Hong Kong office for Lombard Odier group. Jean-Louis joined Lombard Odier in March 2008 to head the executive board of the Paris office. In late 2008, he was transferred to Lombard Odier’s head office in Geneva to become Head of the Quantitative & Overlay Management Team. He was appointed Deputy Global CIO of LOIM in June 2012 and CIO, Asia Pacific in January 2014. Prior to joining Lombard Odier, Jean-Louis was CEO of the French Civil Service Pension Fund (ERAFP), having spent five years as CIO of the French Pensions Reserve Fund (FRR), where he was in charge of strategy, tactical allocation and the selection of managers for a portfolio valued at EUR34 billion. Previously, he was Head of International Forecasting and Macro Analysis at the Ministry of Economy & Finance, France from 2001-2003. He also served as a financial expert covering euro-related issues and the banking and insurance sectors for the European Council from 1999-2001. Jean-Louis began his career in 1995 as an economist, specialising in macroeconomics and the banking industry at the French Ministry of Finance. He graduated from France’s Ecole Nationale d’Administration in 1995 and from the Institut d’Etudes Politiques in 1991.

Sharizad binti Juma’at is the Chief Executive Officer of RHB Islamic International Asset Management. She leads the institutional business for RHB Asset Management in Malaysia and drives the Islamic business for Group Asset Management of RHB Banking Group. 

Sharizad has close to 30 years of capital markets and investment management experience; covering treasury, fixed income, equities, private equity fund and real estate. She worked for the Employees Provident Fund as Head of Treasury and Fixed Income, and Head of Equity Investments of EPF. Prior to joining RHB, she was the MD / CEO of Amanahraya Investment Management Sdn Bhd. Before that she was the CEO of Amanahraya Reits.

Sharizad holds a Bachelor of Science (Hons) in Biochemistry from the Universiti Kebangsaan Malaysia and a Master in Business Administration (MBA) from Michigan State University, U.S.A. She has completed the ICLIF Global Leadership Development Programme at Harvard University in Boston, U.S.A, as well as the Women Directors Programme under the NAM Institute for the Empowerment of Women Malaysia. She was also named as one of the Top 10 Women in Global Islamic Finance by Islamic Finance Review (April 2017).

Bryan Goh is Bordier & Cie’s chief investment officer for Singapore.

He has over 20 years of investment management experience, with a focus on finding investment opportunities and solutions in under-researched, and overlooked regions of the economic and financial topology.

Before joining Bordier & Cie, he served as head of alternative investments at DBS Private Bank for over four years, during which he developed and originated liquid, regulated and transparent mutual fund products for clients.

Prior to that, Bryan was co-founder and partner at First Avenue, a global alternative investment advisory and capital placement firm with business lines encompassing both private funds and direct corporate transactions. During his time at First Avenue, he also served as its head of origination and due diligence.

He began his career in 1994 as an equities trader and later attained a portfolio manager position at Arab Bank PLC in London. In 2004, he joined the OAKS Family Office as a director, and was also appointed as its principal manager for hedge fund investments.

Bryan holds an MSc in Economics, Econometrics and Mathematical Economics from the London School of Economics.

Emmanuel Guillaume is director, structured productsat Union Bancaire Privée (UBP).

Based in Singapore, he is responsible for developing and managing bespoke cross-asset structured solutions (Equity and FICC) to address the specific needs of clients, be it yield enhancement, diversification, hedging or synthetic financing.

Emmanuel has held various positions in structured solutions sales in Investment Banks and in senior advisory roles at Private Banks. He holds a Master’s in Applied Mathematics from University Paris Dauphine and was a graduate of EM Lyon Business School of Management.

Matthew R Byer joined Spectrum in 2007 and held the position of Senior Vice President with responsibilities for various areas of business and product development, client relations and asset management, until his appointment as COO on January 1, 2010.

Prior to joining Spectrum, Matthew was a Vice President and Director - Investment Banking at A.G. Edwards where he served as a senior member of the Financial Services Group for eight years. Matthew began his career in 1991 as an attorney with Armstrong Teasdale LLP where his practice included the representation of issuers and underwriters of preferred securities.

Matthew holds a BS (Mathematics) and JD from the University of Illinois at Urbana-Champaign, and is a Member of the Missouri and Illinois bar.

Arnaud Tellier was appointed Head of Wealth Management, Singapore and South-East Asia in May 2018. Prior to his current position, he was Head of Investment Services, Asia since 2015 and CEO of BNP Paribas Wealth Management in Singapore from 2013 to 2015. Arnaud comes to this role with a solid background of more than 20 years in capital markets and has held various senior positions in Corporate and Investment Banking, as well as Wealth Management, across Europe and Asia. Arnaud has also held various positions within the Group in London, Paris and Madrid. In 2002, he was appointed Regional Head of Corporate and Investment Banking–Northern & Central Europe and from 2006-2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010-2013. A Finance graduate of the French Business School, Arnaud is fluent in English and Spanish in addition to French.

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.

Based in Singapore, Mathieu Perfetti is Head of Private Equity in Asia for Indosuez Wealth Management. He oversees and manages all Private Equity activities of the bank in the region.

Mathieu is focusing on the investment activity in Asia. He is responsible for the sourcing, due diligence and monitoring of private equity funds and co-investment in the region.

Previously, he spent four years as an Investment Manager with the European team. Prior to join the group, Mathieu worked with the Fund of Fund team of AXA Private Equity and for the VC fund Alto Invest in Paris.

Mathieu holds a post-graduate Master’s Degree in Corporate Finance from EMLYON Business School and a Master’s Degree in Finance from Paris Nanterre University.

Hrishi is a member of the leadership team at Taurus. He has over 16 years of private banking experience across New York, London, Singapore and East and Southern Africa. He has worked in the private banking divisions of Citibank, Barclays Wealth and Standard Chartered. Hrishi has managed high net worth clients based in Kenya, Zambia, Botswana, and South Africa. He has leveraged his knowledge and experience in banking, credit, investments, and wealth structuring to address the financial needs of clients. At Taurus, he advises families of various nationalities based in Zambia, Botswana and Singapore. His extensive experience across East and Southern Africa allowed Taurus to establish a footprint in Africa. He travels to Zambia, Botswana and Kenya to continue to develop strong relationships with clients who require a family office service. In 2017, Hrishi won the Outstanding Young Private Bankers Award at the Private Banker International Global Wealth Summit and Awards. Hrishi is from Kerala, India and grew up in Tanzania, Zambia and Swaziland, but maintains strong ties with Kerala. He earned his International Baccalaureate Diploma from Waterford Kamhlaba United World College of Southern Africa in Swaziland. He has a BA in Economics with distinction from Cornell University in the US and Masters in Operations Research and Industrial Engineering also from Cornell. He has an MBA from the INSEAD business school. Hrishi is a keen tennis player and golfer. He is married with one son and takes his family time very seriously.

Aditya is Head of Asset Allocation & Portfolio Solutions for Standard Chartered Bank.

In this role, he is responsible for the design of Global Asset Allocation models and multi-asset class portfolio solutions for both the Private and Priority segments. He is a key member of the Bank’s Global Investment Council and also acts as an adviser to the Discretionary Portfolio Management division.

Aditya joined Standard Chartered Bank in September 2009.

He was previously with Riskmetrics Group as Head of Wealth Management Analytics responsible for its asset allocation and portfolio construction offering.  Prior to Riskmetrics, Aditya worked with JP Morgan, first in the Investment Management division followed by three years with JP Morgan Advisory Services, a division of JP Morgan Private Bank.

Aditya has an MBA from INSEAD and a Masters in Financial Engineering from Columbia University.  He is a CFA charterholder.

Simon Ip is the Head of Markets & Investment Solutions for Indosuez Wealth Management in Singapore. He oversees the local teams providing trading and advice on products including equity, fixed income, forex, precious metals, structured product, as well as discretionary portfolio management and private equity.

Simon joined Credit Agricole in 2005 and before that worked at various Private Banks and Asset Management businesses.

Simon is graduated from University of Warwick (U.K.) and a CFA charterholder. He has more than 19 years’ experience in Investment Advisory and Portfolio Management.

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.

Matthew R Byer joined Spectrum in 2007 and held the position of Senior Vice President with responsibilities for various areas of business and product development, client relations and asset management, until his appointment as COO on January 1, 2010.

Prior to joining Spectrum, Matthew was a Vice President and Director - Investment Banking at A.G. Edwards where he served as a senior member of the Financial Services Group for eight years. Matthew began his career in 1991 as an attorney with Armstrong Teasdale LLP where his practice included the representation of issuers and underwriters of preferred securities.

Matthew holds a BS (Mathematics) and JD from the University of Illinois at Urbana-Champaign, and is a Member of the Missouri and Illinois bar.

Vlad Pavlov holds a PhD in Financial Econometrics. Since 2010 Vlad has been working as a VP of financial engineering at Numerix responsible for pre-sales, support and professional services in APAC as well as quantitative research in XVA and counterparty risk modelling. Previously he worked as an academic engaged in research in financial econometrics and financial economics and a senior quantitative analyst in a hedge fund helping formulate investment strategies in FX and fixed-income.

Thanks to his father, Leonardo Drago spent his precocious childhood devising financial strategies on how to exponentially grow his pocket allowance. This challenge soon inculcated a love and appreciation of investments for him.

Leonardo made his first break into private banking at Banque Nationale de Paris (BNP) Hong Kong. He then moved to Credit Suisse in Singapore, taking on the role of deputy team head in the bank’s first Senior Client Partner team, where he stayed until his co-founding of AL Wealth Partners.

At AL Wealth Partners he manages a diversified portfolio of global investments targeting absolute returns, specialising in macro-economic strategies, derivatives, foreign exchange trading, stock-picking models and multiple asset classes. 

Leonardo is also a guest lecturer for several higher learning institutions in Asia, as well as a frequent speaker in investment and banking forums, including the Singapore Management University (SMU) where he runs wealth management seminars for banking professionals.

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.