MALAYSIA WEALTH MANAGEMENT FORUM 2022

Teh Chi-cheun joined BOS Wealth Management Malaysia Berhad as Chief Executive Officer in July 2015. In 2006, he joined the then Pacific Mutual as the Assistant General Manager of the Investment department and was promoted to the Head of Equities one-and-a-half years later. He left the Company in 2011 to head the entire stockbroking division of an investment bank. A year later, he joined a leading foreign insurance player in Malaysia as the head of investments (director), and after three years rejoined the Company. He started his career in the mid-1990s, in corporate finance before moving to the stockbroking industry in both Singapore and Malaysia, and subsequently into investment management. His investment and fund management experience extends globally as he managed developed market funds when he was with the fund management division of a Singapore government owned entity. Additionally, he also managed portfolios while with an investment outfit based in Canada. Bachelor of Science (Honours) in Accounting and Financial Analysis (University of Warwick, England); CFA® charterholder (CFA Institute).

Gurpreet Khera is currently Chief Business Officer at Boost Credit. He was previously with Bain & Co, following which he was the Founder and Country Head of SmartBuild Asia. During his time at Bain, he had extensive exposure in industries ranging from oil & gas through to financial services, and a range of company types from Fortune 500 through to high-growth private equity portfolio companies. At Bain, he was consistently top 10% of his cohort with consistent highest ranking, whereas for SmartBuild Asia he pioneered the growth of a proptech company which he built from scratch, later acquired by the BCI Media Group. He was also an ex Perdana Fellow and BCG Associate

Daud is the Managing Director of DVA Consulting, an Islamic Finance Advisory and a Trustee at Gateway Global . He is the former President and CEO of INCEIF-The Global University of Islamic Finance. Former Global Global Leader for Islamic Finance at Deloitte. Former CEO of two start up Islamic Banks in Malaysia. In “retirement” he focuses on using his experience to support SRI and SDG initiatives and young entrepreneurs. He is Chairman of the Board at Ethis Global. He chairs the Advisory Boards at IslamicMarkets.com and FASSET. He is a founding member of the Board of Trustees at the RFI-Foundation and the OtherDOTS Foundation. He graduated from Bristol University with BSc (Econ) in Economic and Social History. Is a CPIF (Chartered Professional in Islamic Finance) and a FCPA (Fellow of CPA Australia).

Nirbhay Handa is the Group Head of Business Development at Henley & Partners and the Managing Director and Head of the firm’s Global South Asia team. He focuses exclusively on advising high-net-worth individuals and their families on residence and citizenship by investment. Nirbhay has been on the forefront of the investment migration industry across Asia and the South Asia subcontinent, advising some of the most respectable and established private banks, family offices, and law firms. His articles, commentary, and overall thought leadership in the investment migration space is often quoted in some of Asia’s leading wealth management forums and publications. He is passionate about developing people and growing high-performance teams. Nirbhay received his formative education at the University of Nottingham and executive education at the London School of Economics and the University of Oxford.

Shan Saeed is a Global Chief Economist at Juwai IQI, a leading proptech company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Phnom Penh, HCMC, Melbourne, Makati, Toronto, Doha and Dubai [www.iqiglobal.com]. He has 22 years of solid financial market experience in the areas of private banking, risk /compliance management, commodity investments, global economy, branding and business strategy. Based in Kuala Lumpur He is a financial market commentator and cited in Al Jazeera TV, Hubbis Hong Kong, CNBC Arabia / Indonesia, Singapore, FT [Deutschland], Channel News Asia Singapore, International New York Times/Malaysian Reserve, The Edge Financial Daily, Uni of Chicago, Booth School of Business alumni magazine, The Gulf Today, Wall Street Journal, Berita Harian, Islamic Finance News Malaysia, Khaleej Times, Smart Investor, Money Compass, Rotary Club USA, World Business Journal Singapore, Focus Malaysia, Oil/Gas magazine Malaysia, Business Today, Bernama TV and many more. He has been invited to the World Bank / IMF annual meeting in October 2017 in Washington DC to participate in the Belt and Road Initiative summit and shared his thoughts about the importance of infrastructure investment strategy for emerging economies. Invited by SWF's including EPF / PNB to share thoughts on global macroeconomic outlook and Asia's growth landscape. SIDC, the training arm of Securities Commission Malaysia invited him in Oct-2022 to fathom his perspective on the global macroeconomic outlook. He has graduated from one of the prestigious and elite business schools in USA i.e. Booth School of Business at the University of Chicago. He got his first MBA from IBA Pakistan [in collaboration with the Wharton School, University of Pennsylvania]. He is also trained in Alternative Banking/Strategies from the Harvard Business School, USA.

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

Encik Khairi Shahrin is currently the Head of Digitalisation (investment) at Malaysian Industrial Development Finance (MIDF) Berhad. En. Khairi has been involved in investment banking since 2003, with attachments to several reputable corporations including OSK & Maybank Investment Banks, JP Morgan Securities and Citigroup Global Markets. In 2015, he joined MIDF Amanah Investment Bank, serving as Senior Director & Head of Equity Dealing, before being appointed as CEO of i-VCAP Management in 2018. He left i-VCAP in 2021 and returned to MIDF to assume his new role. He holds a Bachelor’s Degree in Business Administration from Universiti Putra Malaysia (UPM) and a Diploma in Investment Analysis from The Research Institute of Investment Analysts Malaysia (RIIAM) / RMIT.

Alvin has responsibility over Maybank Group’s wealth business across the private banking, mass affluent as well as emerging affluent segments. The wealth business spans 8 countries and tops USD50b in combined AUM. Alvin Lee has 20+ years of banking experience across wealth management, corporate, consumer banking and treasury, with specialisations in product and risk management, as well as business development. Alvin’s vast experience across Asia, Europe, Africa and Middle East means that he is well attuned to local and global opportunities and challenges. Prior to joining Maybank, Alvin worked at Burgan Bank in Kuwait as a consultant to the CEO, managing the bank's Treasury function as well as its proprietary investment portfolio in fixed income, fund and private equity. He also spent 14 years with Citibank and four years with Barclays in London. He began his career at JP Morgan. He has proven track records in establishing new product lines, implementing bank investment strategy across different asset classes and managing specialist teams with ethnic and national diversity.

Fazlina is the current Chief Operating Officer of Maybank Trustees Berhad whose main role is drive the trustee’s business and spearhead its transformation initiatives. She now heads the overall operations of Maybank Trustees covering both private and corporate trusts. She was Maybank Trustee’s acting CEO in charge of operations and overall Maybank Trustee’s business activities. During that short 7-month period as Officer In Charge, Fazlina has been instrumental in leading the team to achieve significant uptrends in overall growth, in comparison to FY2020. Fazlina has a vast array of experience in the private banking, trust and fiduciary industry. She started her career as a trust officer with Maybank Trustees Berhad back in 2004 dealing with private debt securities. She then moved on to another local bank to attend to trust and estate administration matters. As Associate Director of CIMB Commerce Trustee Berhad, Fazlina was entrusted to develop private trusts and estate planning business. Her experience include trust set up in various jurisdictions internationally like Labuan, Jersey and the United Kingdom. In 2019, she joined Maybank Berhad to head the trust and fiduciary advisory unit under Maybank Global Wealth Management. As Head of Trust & Fiduciary, Fazlina again was entrusted set up the fiduciary services to provide bespoke estate planning solutions. Fazlina is known in the trust/fiduciary industry for providing solutions to her ultra & high net worth clients who need to set up family trusts and foundations. In Fazlina’s 18 years of hands-on experience, she has been instrumental in providingclients customised sustainable solution to create an effective ecosystem for multi-generational structure. Her other key achievements/contributions include: (i) the setting up of STEP Malaysia in 2012. Fazlina was one of the founding committee member of STEP Malaysia. She is the current Secretary of STEP Malaysia; (ii) establishment of the Islamic Securities Services in CIMB Investment Bank that offers a comprehensive range of Syariah –compliant securities services for issuers and fund managers within and beyond South East Asia. Qualifications: BSc (Honours) in Computational and Industrial Mathematics from University of Malaya; Qualified Trust and Estate Practitioner (“TEP”) an internationally recognized hallmark of professional expertise in the area of trusts and estate practice; Certificate in Law & Practice, Diploma in International Trust Management, Certificate in Trustee Investment / Financial Appraisal, Certificate in Trust Administration & Accounts, and Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) (held in Singapore and USA).

Farah Deba is a Partner of Messrs Wong Lu Peen & Tunku Alina. She is known for her specialist knowledge in multi-generational inheritance & succession matters for Muslims and non-Muslim families. Her work includes rendering advice for trust set up, estate planning and administration covering the dual legal system of civil and Syariah law as applied in Malaysia. In the private wealth sector, Farah structures various types of members and charitable trusts and foundations on the Malaysian shore and Labuan. Over her 30 years of legal practice, Farah has also given advice on other matters like corporate and commercial works, intellectual property, banking (conventional and Islamic), real estate & infrastructure locally in Malaysia and abroad, personal data protection, competition, and privacy laws. Farah is a registered mediator with the Bar Council Malaysian Mediation Centre. She is also the current Chair of the Society of Trust and Estate Practitioner Malaysia branch (‘STEP Malaysia’).

Reuben has over 15 years of experience in investments and wealth management. He started his career in Singapore as a FX dealer with Standard Chartered Bank in 2002 and Sumitomo Mitsui Banking Corporation in 2006. He is also an experienced Treasury Specialist working on advisory, treasury and execution for the affluent customers with Standard Chartered Bank. He returned to Malaysia and joined OCBC Bank in 2014 and has held various roles leading the advisory and product management group prior to his appointment as Head of Wealth Management OCBC Bank. In his current role, he oversees OCBC’s Malaysia wealth management product strategy, development and advisory units

Bobby leads the Sales Strategy & Execution for Wealth Solutions at Refinitiv (an LSEG business) across the Asia Pacific region. In this role, Bobby defines the strategy for the wealth business across different markets, ensures the development and implementation of solutions are market leading, and supports the sales team to bring the value of our offerings to the wealth community. Bobby has more than 14 years of experience in both financial services and wealth management industry across the region. Prior to joining Refinitiv (f.k.a Thomson Reuters), he was a Wealth Management Consultant with Mercer Singapore, providing bespoke investment consultancy to financial organizations in Asia. He was also one of the lead Sales Director with Morningstar Asia, accountable for strategically positioning of Morningstar's capabilities and driving business in the South East Asia region. Bobby's past experience in this field also include working in Citi Private Bank and Intercontinental Exchange (ICE).

Ryan is currently the Head of Sales, Wealth at Refinitiv (an LSEG business) where he leads a successful team of sales professionals across the ASEAN, Pacific and South Asia market. Ryan has over 20 years’ experience working in Financial Markets in a number of leadership roles across both Sales and Technology functions. Ryan’s team works with Wealth Management professionals across the entire industry on both Advisor and Investor experience solutions, with a big focus on harnessing data and technology to ensure firms are delivering against strategic initiatives across the wider business, while at the same time ensuring the advisor and client journey is always being enhanced and improved. Outside of work Ryan enjoys golf, fishing and spending time with his wife and twin boys.

As the Managing Director for ASEAN at Refinitiv, Vernice leads the sales and account management teams across the ASEAN region and is also the Site Lead for the offices in Singapore. Her team helps financial organizations and corporate customers achieve their business objectives through Refinitiv data, analytics, trading and workflow solutions. She currently sits on the Refinitiv Asia Leadership Team, and works closely with the other business leaders to amplify the voice of the customer in Asia to global counterparts and product development teams. Having joined Reuters as client trainer in 1998, Vernice spent a large part of her career as an Account Manager, during which time she won 4 CEO Circle Awards, including 3 years as the Best Account Manager in Asia. She held several management positions within Thomson Reuters and Refinitiv before being promoted to Managing Director for ASEAN in April 2020. Vernice is an advocate of diversity and inclusion in the financial markets community. She currently sits on the Women @ ACI Singapore ExCO and has been involved in organizing events to help women progress their career into leadership roles. Outside of work, you can find Vernice on the golf course, reading non-fiction books or travelling. She is married with 2 children.

Osama drives digital products within Wealth Management for Standard Chartered Bank in Malaysia. In his more than 7 years with Standard Chartered, he has led product and wealth management initiatives for the bank in multiple markets across South- and South-East Asia. Osama is deeply passionate about technology within consumer banking and believes that digitization holds the key to providing better access to financial services for affluent and masses, alike. He sees great prospect for growth in Fintech industry in SE Asia and is optimistic about it’s potential to help bank the underserved segments in the region. Osama is an incoming MBA candidate at Columbia University, Graduate School of Business, and a CFA charterholder. He is also an ardent fan of Real Madrid Football Club.

Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch the local business by establishing partnerships and marketing channels.

Alvin is the Executive Director and Chief Executive Officer of UOB KayHian Wealth Advisors, a 100%-owned subsidiary and a new wealth management distribution division of UOB KayHian (M) Securities. He is instrumental in charting the company strategic direction and enhancing the productivity of the company by reinforcing positive culture through vision and value statements. Under his current leadership, the company has developed UWealth, an in-house proprietary investment platform that provides wealth advisors and clients, an end-to-end multi-investment assets execution and administration digital platform. As of 31st Dec 2021, the company is currently advising Rm1.5 billion of Assets Under Advice (AUA) and with a strong network of 360 wealth advisors nationwide. Alvin started his investment career with TA Unit Trusts Bhd as their Senior Agency Manager, where he is awarded as the Top Newcomer and Most Promising Consultant Year 2002. He has over 19 years of financial services industry experience and is currently the Deputy President of Financial Planning of Malaysia (FPAM) for the year 2021 to 2023. He is also the immediate Past President of the Association of Financial Advisers (AFA) Malaysia for the year 2019 to 2021. Graduated top from his class, he holds a first class honours degree in Finance from Universiti Tenaga Nasional Malaysia, majoring in investment and risk management.

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.

Reuben has over 15 years of experience in investments and wealth management. He started his career in Singapore as a FX dealer with Standard Chartered Bank in 2002 and Sumitomo Mitsui Banking Corporation in 2006. He is also an experienced Treasury Specialist working on advisory, treasury and execution for the affluent customers with Standard Chartered Bank. He returned to Malaysia and joined OCBC Bank in 2014 and has held various roles leading the advisory and product management group prior to his appointment as Head of Wealth Management OCBC Bank. In his current role, he oversees OCBC’s Malaysia wealth management product strategy, development and advisory units

Alvin has responsibility over Maybank Group’s wealth business across the private banking, mass affluent as well as emerging affluent segments. The wealth business spans 8 countries and tops USD50b in combined AUM. Alvin Lee has 20+ years of banking experience across wealth management, corporate, consumer banking and treasury, with specialisations in product and risk management, as well as business development. Alvin’s vast experience across Asia, Europe, Africa and Middle East means that he is well attuned to local and global opportunities and challenges. Prior to joining Maybank, Alvin worked at Burgan Bank in Kuwait as a consultant to the CEO, managing the bank's Treasury function as well as its proprietary investment portfolio in fixed income, fund and private equity. He also spent 14 years with Citibank and four years with Barclays in London. He began his career at JP Morgan. He has proven track records in establishing new product lines, implementing bank investment strategy across different asset classes and managing specialist teams with ethnic and national diversity.

Ryan is currently the Head of Sales, Wealth at Refinitiv (an LSEG business) where he leads a successful team of sales professionals across the ASEAN, Pacific and South Asia market. Ryan has over 20 years’ experience working in Financial Markets in a number of leadership roles across both Sales and Technology functions. Ryan’s team works with Wealth Management professionals across the entire industry on both Advisor and Investor experience solutions, with a big focus on harnessing data and technology to ensure firms are delivering against strategic initiatives across the wider business, while at the same time ensuring the advisor and client journey is always being enhanced and improved. Outside of work Ryan enjoys golf, fishing and spending time with his wife and twin boys.

Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch the local business by establishing partnerships and marketing channels.

Alvin is the Executive Director and Chief Executive Officer of UOB KayHian Wealth Advisors, a 100%-owned subsidiary and a new wealth management distribution division of UOB KayHian (M) Securities. He is instrumental in charting the company strategic direction and enhancing the productivity of the company by reinforcing positive culture through vision and value statements. Under his current leadership, the company has developed UWealth, an in-house proprietary investment platform that provides wealth advisors and clients, an end-to-end multi-investment assets execution and administration digital platform. As of 31st Dec 2021, the company is currently advising Rm1.5 billion of Assets Under Advice (AUA) and with a strong network of 360 wealth advisors nationwide. Alvin started his investment career with TA Unit Trusts Bhd as their Senior Agency Manager, where he is awarded as the Top Newcomer and Most Promising Consultant Year 2002. He has over 19 years of financial services industry experience and is currently the Deputy President of Financial Planning of Malaysia (FPAM) for the year 2021 to 2023. He is also the immediate Past President of the Association of Financial Advisers (AFA) Malaysia for the year 2019 to 2021. Graduated top from his class, he holds a first class honours degree in Finance from Universiti Tenaga Nasional Malaysia, majoring in investment and risk management.

Gurpreet Khera is currently Chief Business Officer at Boost Credit. He was previously with Bain & Co, following which he was the Founder and Country Head of SmartBuild Asia. During his time at Bain, he had extensive exposure in industries ranging from oil & gas through to financial services, and a range of company types from Fortune 500 through to high-growth private equity portfolio companies. At Bain, he was consistently top 10% of his cohort with consistent highest ranking, whereas for SmartBuild Asia he pioneered the growth of a proptech company which he built from scratch, later acquired by the BCI Media Group. He was also an ex Perdana Fellow and BCG Associate

Bobby leads the Sales Strategy & Execution for Wealth Solutions at Refinitiv (an LSEG business) across the Asia Pacific region. In this role, Bobby defines the strategy for the wealth business across different markets, ensures the development and implementation of solutions are market leading, and supports the sales team to bring the value of our offerings to the wealth community. Bobby has more than 14 years of experience in both financial services and wealth management industry across the region. Prior to joining Refinitiv (f.k.a Thomson Reuters), he was a Wealth Management Consultant with Mercer Singapore, providing bespoke investment consultancy to financial organizations in Asia. He was also one of the lead Sales Director with Morningstar Asia, accountable for strategically positioning of Morningstar's capabilities and driving business in the South East Asia region. Bobby's past experience in this field also include working in Citi Private Bank and Intercontinental Exchange (ICE).

Farah Deba is a Partner of Messrs Wong Lu Peen & Tunku Alina. She is known for her specialist knowledge in multi-generational inheritance & succession matters for Muslims and non-Muslim families. Her work includes rendering advice for trust set up, estate planning and administration covering the dual legal system of civil and Syariah law as applied in Malaysia. In the private wealth sector, Farah structures various types of members and charitable trusts and foundations on the Malaysian shore and Labuan. Over her 30 years of legal practice, Farah has also given advice on other matters like corporate and commercial works, intellectual property, banking (conventional and Islamic), real estate & infrastructure locally in Malaysia and abroad, personal data protection, competition, and privacy laws. Farah is a registered mediator with the Bar Council Malaysian Mediation Centre. She is also the current Chair of the Society of Trust and Estate Practitioner Malaysia branch (‘STEP Malaysia’).

Fazlina is the current Chief Operating Officer of Maybank Trustees Berhad whose main role is drive the trustee’s business and spearhead its transformation initiatives. She now heads the overall operations of Maybank Trustees covering both private and corporate trusts. She was Maybank Trustee’s acting CEO in charge of operations and overall Maybank Trustee’s business activities. During that short 7-month period as Officer In Charge, Fazlina has been instrumental in leading the team to achieve significant uptrends in overall growth, in comparison to FY2020. Fazlina has a vast array of experience in the private banking, trust and fiduciary industry. She started her career as a trust officer with Maybank Trustees Berhad back in 2004 dealing with private debt securities. She then moved on to another local bank to attend to trust and estate administration matters. As Associate Director of CIMB Commerce Trustee Berhad, Fazlina was entrusted to develop private trusts and estate planning business. Her experience include trust set up in various jurisdictions internationally like Labuan, Jersey and the United Kingdom. In 2019, she joined Maybank Berhad to head the trust and fiduciary advisory unit under Maybank Global Wealth Management. As Head of Trust & Fiduciary, Fazlina again was entrusted set up the fiduciary services to provide bespoke estate planning solutions. Fazlina is known in the trust/fiduciary industry for providing solutions to her ultra & high net worth clients who need to set up family trusts and foundations. In Fazlina’s 18 years of hands-on experience, she has been instrumental in providingclients customised sustainable solution to create an effective ecosystem for multi-generational structure. Her other key achievements/contributions include: (i) the setting up of STEP Malaysia in 2012. Fazlina was one of the founding committee member of STEP Malaysia. She is the current Secretary of STEP Malaysia; (ii) establishment of the Islamic Securities Services in CIMB Investment Bank that offers a comprehensive range of Syariah –compliant securities services for issuers and fund managers within and beyond South East Asia. Qualifications: BSc (Honours) in Computational and Industrial Mathematics from University of Malaya; Qualified Trust and Estate Practitioner (“TEP”) an internationally recognized hallmark of professional expertise in the area of trusts and estate practice; Certificate in Law & Practice, Diploma in International Trust Management, Certificate in Trustee Investment / Financial Appraisal, Certificate in Trust Administration & Accounts, and Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) (held in Singapore and USA).

Daud is the Managing Director of DVA Consulting, an Islamic Finance Advisory and a Trustee at Gateway Global . He is the former President and CEO of INCEIF-The Global University of Islamic Finance. Former Global Global Leader for Islamic Finance at Deloitte. Former CEO of two start up Islamic Banks in Malaysia. In “retirement” he focuses on using his experience to support SRI and SDG initiatives and young entrepreneurs. He is Chairman of the Board at Ethis Global. He chairs the Advisory Boards at IslamicMarkets.com and FASSET. He is a founding member of the Board of Trustees at the RFI-Foundation and the OtherDOTS Foundation. He graduated from Bristol University with BSc (Econ) in Economic and Social History. Is a CPIF (Chartered Professional in Islamic Finance) and a FCPA (Fellow of CPA Australia).

Shan Saeed is a Global Chief Economist at Juwai IQI, a leading proptech company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Phnom Penh, HCMC, Melbourne, Makati, Toronto, Doha and Dubai [www.iqiglobal.com]. He has 22 years of solid financial market experience in the areas of private banking, risk /compliance management, commodity investments, global economy, branding and business strategy. Based in Kuala Lumpur He is a financial market commentator and cited in Al Jazeera TV, Hubbis Hong Kong, CNBC Arabia / Indonesia, Singapore, FT [Deutschland], Channel News Asia Singapore, International New York Times/Malaysian Reserve, The Edge Financial Daily, Uni of Chicago, Booth School of Business alumni magazine, The Gulf Today, Wall Street Journal, Berita Harian, Islamic Finance News Malaysia, Khaleej Times, Smart Investor, Money Compass, Rotary Club USA, World Business Journal Singapore, Focus Malaysia, Oil/Gas magazine Malaysia, Business Today, Bernama TV and many more. He has been invited to the World Bank / IMF annual meeting in October 2017 in Washington DC to participate in the Belt and Road Initiative summit and shared his thoughts about the importance of infrastructure investment strategy for emerging economies. Invited by SWF's including EPF / PNB to share thoughts on global macroeconomic outlook and Asia's growth landscape. SIDC, the training arm of Securities Commission Malaysia invited him in Oct-2022 to fathom his perspective on the global macroeconomic outlook. He has graduated from one of the prestigious and elite business schools in USA i.e. Booth School of Business at the University of Chicago. He got his first MBA from IBA Pakistan [in collaboration with the Wharton School, University of Pennsylvania]. He is also trained in Alternative Banking/Strategies from the Harvard Business School, USA.

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.

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.

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.

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.

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