Using Digital Tools to Transform and Scale your Investment Offering

Rosemary Gilchrist is a Managing Director in SS&C’s fund services team and has over 30 years’ experience in the financial services industry; 26 of which have been dedicated to fund of funds operations. Rosemary joined SS&C in 2010 and is responsible for the firm’s Jersey City and Halifax based fund accounting and performance measurement teams. Previously, Rosemary was with Maxam Capital Management, where her responsibilities included overseeing the day to day operations of several hedge funds of fund clients. Prior to joining Maxam, Rosemary spent over eleven years at Tremont Capital Management, where she was most recently Director of Insurance, responsible for the sales and operations of Tremont’s nearly $1 billion of assets in insurance dedicated fund of funds. Ms. Gilchrist, who has extensive experience in the development and management of hybrid fund of funds started her career in internal audit at Chase Manhattan Bank. Ms. Gilchrist has a Bachelor of Science degree in Accounting from Fordham University.

Alex currently heads up the First Line of Defence Risk & Regulatory Management, and COO functions in UOB Private Bank. An accountant by training, Alex started his career at Price Waterhouse after graduating with a First Class Honours from the University of Melbourne, Australia. He is also a Lean Six Sigma trained - Green Belt. He moved to Andersen Consulting (renamed as Accenture in 2000), and enjoyed the life of a Business Process Re-engineering consultant specialising in the area of Finance and Performance Management, with a focus on risk and controls processes, for clients across Asia. Alex was approached by the Chief Operational Risk Officer in Asia to start up a Business Risk Unit in Citi Wealth Management. This team focused on the management of key business and regulatory risks in the front office - covering investment sales and product suitability, KYC and AML- related matters as well as managing of operational risks across business units across the private bank. Alex started, and was the Editor-in-Chief, of Citi Wealth Management's very first Business Risk newsletter, titled 'Risk Quotient', in Asia, with the objective of enhancing general risk awareness in the bank. It was well-received by the bankers. After Citi, Alex joined Barclays Wealth and successfully built up the Risk and Controls team in Asia, covering Singapore, Hong Kong and India. He established it as a one-stop shop for the business to consult on all risk and controls related issues, with an emphasis on pro-active management of risks, achieved through 'thematic' end-to-end reviews. Alex also headed up the global role of Cross-Functional Process & Controls, driving best practices across Barclays Wealth's operations in Europe and Asia. With his role at UBS Wealth Management, covering business and regulatory risks for the Investment Products and Services division, across Asia, Alex achieved the unique experience of having managed risks, in depth and front-to-back across Wealth Management.

Lawrence Yin is Regional Sales Director for InvestCloud and is based in Hong Kong. Lawrence is responsible for growing InvestCloud’s regional partnerships with banks, investment and wealth managers in Greater China. Prior to joining InvestCloud, Lawrence served as the Sales Director for a Shanghai-based AI/Big Data start-up MioTech, specialising in ESG and wealth management data. Prior to MioTech, Lawrence served in business development roles with AxiomSL, eVestement (a Nasdaq company) and Moody’s Investor Services. Lawrence holds a Master’s degree in Finance from the University of Sydney and a B.S. degree from the University of NSW.

Jitendra Tekchandani (Jeet) is Executive Director, Customer Science and Segment at DBS bank. He is responsible for driving and scaling business growth by delivering data led hyper-personalized journeys for customer and employee. Jeet is leading DBS’s effort to extend its Intelligent Banking capabilities to its frontline staff comprising relationship managers and financial advisors through the launch of DBS Client Connect. Prior to that Jeet was leading Ecosystem, Open Banking and Digital Partnerships at DBS and Citibank.

Jitendra Tekchandani (Jeet) is Executive Director, Customer Science and Segment at DBS bank. He is responsible for driving and scaling business growth by delivering data led hyper-personalized journeys for customer and employee. Jeet is leading DBS’s effort to extend its Intelligent Banking capabilities to its frontline staff comprising relationship managers and financial advisors through the launch of DBS Client Connect. Prior to that Jeet was leading Ecosystem, Open Banking and Digital Partnerships at DBS and Citibank.

Alex currently heads up the First Line of Defence Risk & Regulatory Management, and COO functions in UOB Private Bank. An accountant by training, Alex started his career at Price Waterhouse after graduating with a First Class Honours from the University of Melbourne, Australia. He is also a Lean Six Sigma trained - Green Belt. He moved to Andersen Consulting (renamed as Accenture in 2000), and enjoyed the life of a Business Process Re-engineering consultant specialising in the area of Finance and Performance Management, with a focus on risk and controls processes, for clients across Asia. Alex was approached by the Chief Operational Risk Officer in Asia to start up a Business Risk Unit in Citi Wealth Management. This team focused on the management of key business and regulatory risks in the front office - covering investment sales and product suitability, KYC and AML- related matters as well as managing of operational risks across business units across the private bank. Alex started, and was the Editor-in-Chief, of Citi Wealth Management's very first Business Risk newsletter, titled 'Risk Quotient', in Asia, with the objective of enhancing general risk awareness in the bank. It was well-received by the bankers. After Citi, Alex joined Barclays Wealth and successfully built up the Risk and Controls team in Asia, covering Singapore, Hong Kong and India. He established it as a one-stop shop for the business to consult on all risk and controls related issues, with an emphasis on pro-active management of risks, achieved through 'thematic' end-to-end reviews. Alex also headed up the global role of Cross-Functional Process & Controls, driving best practices across Barclays Wealth's operations in Europe and Asia. With his role at UBS Wealth Management, covering business and regulatory risks for the Investment Products and Services division, across Asia, Alex achieved the unique experience of having managed risks, in depth and front-to-back across Wealth Management.

Rosemary Gilchrist is a Managing Director in SS&C’s fund services team and has over 30 years’ experience in the financial services industry; 26 of which have been dedicated to fund of funds operations. Rosemary joined SS&C in 2010 and is responsible for the firm’s Jersey City and Halifax based fund accounting and performance measurement teams. Previously, Rosemary was with Maxam Capital Management, where her responsibilities included overseeing the day to day operations of several hedge funds of fund clients. Prior to joining Maxam, Rosemary spent over eleven years at Tremont Capital Management, where she was most recently Director of Insurance, responsible for the sales and operations of Tremont’s nearly $1 billion of assets in insurance dedicated fund of funds. Ms. Gilchrist, who has extensive experience in the development and management of hybrid fund of funds started her career in internal audit at Chase Manhattan Bank. Ms. Gilchrist has a Bachelor of Science degree in Accounting from Fordham University.

Lawrence Yin is Regional Sales Director for InvestCloud and is based in Hong Kong. Lawrence is responsible for growing InvestCloud’s regional partnerships with banks, investment and wealth managers in Greater China. Prior to joining InvestCloud, Lawrence served as the Sales Director for a Shanghai-based AI/Big Data start-up MioTech, specialising in ESG and wealth management data. Prior to MioTech, Lawrence served in business development roles with AxiomSL, eVestement (a Nasdaq company) and Moody’s Investor Services. Lawrence holds a Master’s degree in Finance from the University of Sydney and a B.S. degree from the University of NSW.

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.