Transforming and Scaling the Investment Offering

Avishek Nandy is a member of the Bain’s Financial Services, Organization and Strategy practices.

Avishek has more than 15 years of consulting experience working across the financial services sphere, specializing in retail banking and wealth management.

Avishek plays a leadership role in APAC on Wealth and Asset Management, as well as Sustainability & Responsibility in Financial Services.

He focuses on full potential transformations, with a client portfolio that encompasses many of Southeast Asia’s largest financial services entities.

Prior to joining Bain in 2011, Avishek worked for another top consulting firm.

He holds an MBA from the Kellogg School of Management at Northwestern University and a bachelor’s degree from Nanyang Technological University.

Adeline is a Partner of the firm and the Wealth Business Leader for Hong Kong. Her team services clients in Hong Kong, Macau, Taiwan, South Korea and Philippines. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business. Adeline’s move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson). She began her career advising large UK pension schemes on the funding and risk management of their liabilities. In 2007, she was seconded to the Shanghai office of the same firm, gaining experience in benefits and investment consulting in the region. In 2008, she returned to the UK to concentrate on investment consulting, specializing in the areas of long-term investment strategy, asset-liability studies, dynamic de-risking, performance monitoring, and portfolio construction matters. Aside from client responsibilities, Adeline was also involved in the development of system modelling tools. Her most recent role before joining Mercer was primarily focused on delivering whole-fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Anurag’s expertise and passion lies in a blend of people, business, and technology. Known for his ability to develop pragmatic solutions to big ugly problems, Anurag is regarded as a reliable and trusted partner by his clients and peers, and an authentic leader who is recognised for his mentorship and care. Anurag specialises in digital wealth management, asset management infrastructure and helping financial services executives make better decisions using data and analytics. Putting people first in every journey, he believes that technology only exists to drive business if users embrace and understand it. Passionate about equal opportunity though education, in his leisure time Anurag supports Dyslexia Association of Singapore. Anurag is a Computer Science engineer and holds a Master of Business Administration from Indian Institute of Management, Kozhikode (IIM). Having been the registered representative of an investment bank, Anurag has a strong understanding of the day to day dealing of the financial markets.

Dr Catalin Burlacu brings over 25 years of experience in investment management and product development to New Dimensions Capital as the Portfolio Manager for the firm’s proprietary strategies. He strives to improve investment frameworks and has recognized accomplishments in advanced portfolio construction and multi-asset investment solutions designed for both institutional and private clients. Most recently, he was Head of the Investment Solutions Group at UOB Asset Management, a regional asset management firm with over S$30B in assets under management, where he managed the origination and design of new investment products for multi-asset strategies targeting regional clients. He was instrumental to the group’s consistent AUM growth, delivering structured implementations for capital preservation, income enhancement with robust risk management methodology. Over the last two decades, Catalin has been instrumental in developing, deploying, and growing investment capabilities for Asian investment organizations of various governance and business size, such as Blackrock Japan Ltd, Millennium Capital Asia and Nexus Alpha Capital Management that he co-founded in 2008 to capitalize on the need for risk-controlled and total portfolio management strategies targeting pension funds and HNWI.

10+ years of experience. Dhruv started his career as a Portfolio Trader at UBS Hong Kong and went on to become a Director and lead UBS's ETF efforts in the region. After an extensive career in finance, Dhruv joined and built Grofers, a Softbank and Sequoia backed leader in e-commerce.

Avishek Nandy is a member of the Bain’s Financial Services, Organization and Strategy practices.

Avishek has more than 15 years of consulting experience working across the financial services sphere, specializing in retail banking and wealth management.

Avishek plays a leadership role in APAC on Wealth and Asset Management, as well as Sustainability & Responsibility in Financial Services.

He focuses on full potential transformations, with a client portfolio that encompasses many of Southeast Asia’s largest financial services entities.

Prior to joining Bain in 2011, Avishek worked for another top consulting firm.

He holds an MBA from the Kellogg School of Management at Northwestern University and a bachelor’s degree from Nanyang Technological University.

Adeline is a Partner of the firm and the Wealth Business Leader for Hong Kong. Her team services clients in Hong Kong, Macau, Taiwan, South Korea and Philippines. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business. Adeline’s move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson). She began her career advising large UK pension schemes on the funding and risk management of their liabilities. In 2007, she was seconded to the Shanghai office of the same firm, gaining experience in benefits and investment consulting in the region. In 2008, she returned to the UK to concentrate on investment consulting, specializing in the areas of long-term investment strategy, asset-liability studies, dynamic de-risking, performance monitoring, and portfolio construction matters. Aside from client responsibilities, Adeline was also involved in the development of system modelling tools. Her most recent role before joining Mercer was primarily focused on delivering whole-fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Dr Catalin Burlacu brings over 25 years of experience in investment management and product development to New Dimensions Capital as the Portfolio Manager for the firm’s proprietary strategies. He strives to improve investment frameworks and has recognized accomplishments in advanced portfolio construction and multi-asset investment solutions designed for both institutional and private clients. Most recently, he was Head of the Investment Solutions Group at UOB Asset Management, a regional asset management firm with over S$30B in assets under management, where he managed the origination and design of new investment products for multi-asset strategies targeting regional clients. He was instrumental to the group’s consistent AUM growth, delivering structured implementations for capital preservation, income enhancement with robust risk management methodology. Over the last two decades, Catalin has been instrumental in developing, deploying, and growing investment capabilities for Asian investment organizations of various governance and business size, such as Blackrock Japan Ltd, Millennium Capital Asia and Nexus Alpha Capital Management that he co-founded in 2008 to capitalize on the need for risk-controlled and total portfolio management strategies targeting pension funds and HNWI.

10+ years of experience. Dhruv started his career as a Portfolio Trader at UBS Hong Kong and went on to become a Director and lead UBS's ETF efforts in the region. After an extensive career in finance, Dhruv joined and built Grofers, a Softbank and Sequoia backed leader in e-commerce.

Anurag’s expertise and passion lies in a blend of people, business, and technology. Known for his ability to develop pragmatic solutions to big ugly problems, Anurag is regarded as a reliable and trusted partner by his clients and peers, and an authentic leader who is recognised for his mentorship and care. Anurag specialises in digital wealth management, asset management infrastructure and helping financial services executives make better decisions using data and analytics. Putting people first in every journey, he believes that technology only exists to drive business if users embrace and understand it. Passionate about equal opportunity though education, in his leisure time Anurag supports Dyslexia Association of Singapore. Anurag is a Computer Science engineer and holds a Master of Business Administration from Indian Institute of Management, Kozhikode (IIM). Having been the registered representative of an investment bank, Anurag has a strong understanding of the day to day dealing of the financial markets.