The Search for Income & Yield in Challenging Times

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

Barbara is an ETF strategist providing ETF investment solutions to intermediary clients including brokers, private banks and family offices in Hong Kong. Barbara is also part of a team responsible for developing sales strategy and strategic partnerships with intermediaries in Hong Kong. Prior to joining CSOP, she worked at UBS Asset Management, BMO Capital Markets and Morgan Stanley Private Bank on multiple roles.

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

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.

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.

Barbara is an ETF strategist providing ETF investment solutions to intermediary clients including brokers, private banks and family offices in Hong Kong. Barbara is also part of a team responsible for developing sales strategy and strategic partnerships with intermediaries in Hong Kong. Prior to joining CSOP, she worked at UBS Asset Management, BMO Capital Markets and Morgan Stanley Private Bank on multiple roles.

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

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

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.

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.