Private Markets as a Source of Opportunity for Asia’s Private Clients

Tariq sets up and manages the investment portfolios of retirement plans at his firm GFM Group in Hong Kong and the US. He is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies” and a frequent speaker on ETFs, 401(k) plans, IRAs, ORSO and international investing. Prior to this, he worked at Bear Stearns, JP Morgan, CIBC and Societe Generale in New York, Toronto, London, and Hong Kong. His experience spans equity, fixed income, commodity and currency markets across America, Europe, and Asia. Tariq also teaches fixed income and alternative investments at the CFA Society and ESSEC Business School in Singapore. With 20 years' experience across global markets and asset classes and two major bubble bursts, Tariq’s mission is to raise the standards of transparency international pensions have over the stocks and bonds they own. He is on Twitter at @QuantOfAsia

Co-founder and Group CEO of Helicap David has a decade of experience across investment banks - Morgan Stanley, Credit Suisse, and Nomura. Leaving banking in 2016, he founded 33 Capital, an investment firm focused on FinTech and e-commerce startups in Southeast Asia, and became aware of how difficult it was for private investors to find quality alternative investment opportunities. Leveraging his wealth management and venture capital experience, he created a tech-enabled platform that would be the go-to resource for investors seeking private investment opportunities with attractive risk-return profiles. In 2019, he was named Top FinTech Leader by the Singapore FinTech Association and then Singapore Founder Finalist for the MAS FinTech Awards in 2020. He graduated from the National University of Singapore as a University Scholar and also spent a semester abroad at the University of Southern California. Additionally, he holds a certification in FinTech from MIT. During his free time, he enjoys sports, wine, and traveling with his family.

Ms Liu joined Hywin International in January 2021 as Managing Director and Senior Partner of the Strategic Capital Practice. Ms Liu is responsible for executing tailored private equity strategy for entrepreneurial and UHNW clients and intermediating the collaboration among institutional partners in Greater China, with particular focus on technology, consumer, and new economy sectors. Ms Liu has built a strong expertise in technology and engineering topics through her academic training and research background. Prior to joining Hywin, Ms Liu worked for leading Chinese financial institutions and private equity groups, with a track record of medium - sized M&As and private equity fund raising and deal making. Ms Liu is devoted to societal causes as a champion of philanthropic projects and community services. Ms Liu is also an accomplished artist, with her works celebrated at art events and widely collected.

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

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

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

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

Co-founder and Group CEO of Helicap David has a decade of experience across investment banks - Morgan Stanley, Credit Suisse, and Nomura. Leaving banking in 2016, he founded 33 Capital, an investment firm focused on FinTech and e-commerce startups in Southeast Asia, and became aware of how difficult it was for private investors to find quality alternative investment opportunities. Leveraging his wealth management and venture capital experience, he created a tech-enabled platform that would be the go-to resource for investors seeking private investment opportunities with attractive risk-return profiles. In 2019, he was named Top FinTech Leader by the Singapore FinTech Association and then Singapore Founder Finalist for the MAS FinTech Awards in 2020. He graduated from the National University of Singapore as a University Scholar and also spent a semester abroad at the University of Southern California. Additionally, he holds a certification in FinTech from MIT. During his free time, he enjoys sports, wine, and traveling with his family.

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.