Sundeep Bhandari - Sundeep is currently Managing Director, Regional Head, Global Markets, North East Asia and Co-Head for the Wholesale Bank for the region. He is responsible for Governance, People and Talent development, Customer and Franchise, Performance and developing and implementing the strategy for North East Asia (Hong Kong, China, Japan and Taiwan). His areas of responsibility include for balance sheet management, sales and trading, Debt capital markets, equities, corporate and principal finance.

His previous roles include Managing Director, Regional Head, Global Markets, India & South Asia for Standard Chartered Bank and Co-Head of the Wholesale Bank based in Mumbai, India. He had responsibility for India, Bangladesh, Sri Lanka, Nepal, Mauritius and Afghanistan. He was jointly accountable for the Wholesale Bank strategy, business development in Global Markets across region, talent development and governance.

Prior to this, he was the Group Chief Credit Officer, Standard Chartered Bank Group with global responsibility for Global Markets and Institutions Risk Management based in the Singapore-based headquarters of the Wholesale Bank. He was accountable for setting the bank’s overall global risk appetite in this area, credit risk methodologies, new product approvals and collateral management for the Group. He chaired Underwriting Committee, member of the Group Credit Committee, Reputation Committee and Legal Risk Committee.

Before joining Standard Chartered Bank in 2000, he was Director for Credit Risk and Debt Restructuring at Barclays Capital with responsibilities for the Subcontinent and South East Asia, based in Singapore. From 1987 to 1994 he worked with Barclays Bank in the UK. During his 13-year tenure with Barclays, he worked in both the business and risk functions across the retail bank, corporate and investment bank.

Sundeep has a degree in Economics and Physics from University of Ulster (N. Ireland), an MBA in International Marketing from the City University Business School (London), holds professional qualifications with the Institute of Bankers, ACIB and DipFS. He was born in N. Ireland and is married with two children.

Ivy has joined HSBC in 1988. Her primary specialization is in Corporate Banking in the areas of trade finance, relationship management and in the last 10 years, credit risk management.

Reporting to Chief Risk Officer Asia Pacific, she is responsible for managing, planning and directing the activities of the Lending Services Division which is composed of the Recovery Management & Advisory team (RMA), Risk Identification team (RID) and Industrial Banking Advisory team (IBA) with an aim to improve the overall quality of the corporate lending portfolio of HSBC.

The key emphases are:

1. Management of a portfolio of bad & doubtful accounts in order to minimize financial losses through an efficient and effective recovery process;

2. Proactive identification of potential problem accounts and creation of strategies to protect the bank’s interest/minimize potential loss;

3. Providing support to the frontline relationship managers in factory inspections with special focus on manufacturing customers and their production activities mainly in Hong Kong and Mainland China.

4. Management of a portfolio of distressed residential, commercial and industrial property assets in line with the Bank’s strategy with regards to distressed properties.

Professor K.C. Chan was born in 1957. Before assuming the post of Secretary for Financial Services and the Treasury, Professor Chan was Dean of Business and Management of the Hong Kong University of Science and Technology (HKUST). Prior to joining the HKUST Business School in 1993, Professor Chan had spent nine years teaching at Ohio State University in the USA.

Professor Chan received his bachelor's degree in economics from Wesleyan University and both his M.B.A. and Ph.D. in finance from the University of Chicago. He is specialized in assets pricing, evaluation of trading strategies and market efficiency and has published numerous articles on these topics.

Before joining the Government, Professor Chan held a number of public service positions including Chairman of the Consumer Council; director of the Hong Kong Futures Exchange; member of the Commission on Strategic Development, Commission on Poverty, the Exchange Fund Advisory Committee, the Hang Seng Index Advisory Committee, and the Hong Kong Council for Academic Accreditation. Professor Chan is also former President of the Asian Finance Association and former President of Association of Asia Pacific Business Schools.

Peter is responsible for the following functions for DBS:

1) Head of banking business for large corporate and institutional customers in the Hong Kong and China region.

2) General Manager of DBS Bank Ltd, Hong Kong Branch, Alternate Chief Executive of DBS Bank (Hong Kong) Ltd.

3) Responsible for the world-wide loan syndication business for DBS.

Peter has over 20 years of capital markets and corporate finance experience in Asia. He joined DBS in 2001 and his previous experiences included those at Bank of America, Citigroup and Bankers Trust.

He obtained his MBA and Engineering degrees both from Columbia University in New York City.

Prudence Chan was appointed by the Board of Octopus Holdings Limited as its Chief Executive Officer in November 2006.

Ms. Chan joined the Octopus group from Visa International where she had served as Country Manager, Hong Kong and Macau. She was responsible for overseeing Visa’s strategic development in Hong Kong and Macau, with the aim of further enhancing Visa’s continuing growth and leadership position in these markets.

Ms. Chan has more than 13 years of experience in the telecommunications industry, having held senior positions in sales and marketing as well as business development. At HKC International, she was the Director of Business Development with responsibility for developing and driving the company’s strategy towards becoming a mobile virtual network operator. Prior to that, Ms. Chan was Chief Operating Officer at Smartone Telecommunications Holdings Limited where she oversaw and supervised all aspects of customer interface. For over 10 years, Ms. Chan had held management positions at Hong Kong Telecom (now PCCW). Her last position was Director of Sales and Marketing Operation for mobile services.

Currently working for Bank of East Asia as a part-time consultant, T.C. Chan is also an elected Independent Non-executive Director of the Hong Kong Exchanges and Clearing Limited.

As a career banker, T.C. worked 27 years for Citigroup. He joined Citibank in Hong Kong as a Management Associate in February 1980. He was posted to Japan from 1986 to 1994, when he returned to Hong Kong to become Country Treasurer and Head of Sales and Trading. In 1997, he was promoted to head the Corporate Banking business for Hong Kong. He went on to become Citigroup Country Officer for Hong Kong in 1999. In 2003, T.C. was posted to Taiwan as Citigroup Country Officer. In 2004, he assumed the additional role of Chief Operating Officer for Greater China. In 2005, he returned from Taiwan to Hong Kong and was appointed Citigroup Country Officer for Hong Kong and Head of Corporate and Investment Banking business for Greater China, a position he held until his retirement in 2007.

As a native of Hong Kong, T.C. is actively involved in community and public services. He is the Chairman of the HKSAR Advisory Committee on Human Resources Development in the Financial Services Sector. He also chairs the Management Board of the Travel Industry Compensation Fund under the SAR Government. He sits on the Board and Executive Committee of the Hong Kong Community Chest and is the Chairman of its Investment Sub-Committee. He is a member of the Greater Pearl River Delta Business Council as well as the Hong Kong Polytechnic University Council.

His past services include council member of the Treasury Markets Association, member of the Banking Advisory Committee of the Hong Kong Monetary Authority, Vice-President and Fellow of the Hong Kong Institute of Bankers, council member of the Employers’ Federation of Hong Kong and Honorary Chairman of the Hong Kong Chinese Bankers Club. He was appointed as a Justice of the Peace in 2002 and awarded the Bronze Bauhinia Star in 2007.

He obtained his MBA degree from the University of Hawaii in 1979 and his CPA in the same year. He is married with two daughters.

現職東亞銀行顧問，也是香港交易及結算所有限公司選任的獨立非執行董事。

職業銀行家，在花旗集團任職27年。1980年2月加入花旗銀行作為管理見習生，1986年獲調派日本。1994年返回香港，出任地區司庫及以及銷售及貿易主管。1997年獲晉升為香港企業銀行業務的主管，並於1999年成為花旗集團香港區行長。於2004年兼任大中華區營運總裁。2005年由台灣返回香港，並獲委任為花旗集團香港行長兼大中華區企業及投資銀行業務總裁，至2007年退休。

土生土長香港人，積極參與社區及公共事務。現任財經界人力資源諮詢委員會主席、旅遊業賠償基金管理委員會主席、香港公益金執行委員會委員及其轄下投資小組委員會主席、大珠三角商務委員會委員，及香港理工大學校董會成員。

過往公職包括財資市場公會議會成員、香港金融管理局銀行業務諮詢委員會委員、香港銀行學會副會長及資深會士、香港僱主聯合會理事會成員、及香港銀行華員會名譽會長。於2002年獲委任太平紳士，並於2007年獲頒銅紫荊星章。

於1979年取得美國夏威夷大學工商管理學碩士銜，並於同年取得會計師資格。已婚，育有兩女。

Stephen Ching is a Senior Vice President and the Head of Structured Finance & Syndication for CITIC Ka Wah Bank. He started his banking career in Hong Kong in 1989 after finished his MBA from Texas A&M University in 1988. His first job was with Security Pacific Bank (now part of Bank of America) in the private equity team. After spending 2.5 years there, he moved on to Standard Chartered Bank as a relationship manager. In 1995, Stephen joined Credit Lyonnais (now known as Calyon) to head its Asia Syndication team until 2002 to re-join Standard Chartered Bank taking up the role as Head of Distribution, North Asia. Prior to joining CITIC Ka Wah Bank in 2006, he was a managing director for Chinatrust Commercial Bank working both in Taipei and in Hong Kong.

Currently, Stephen is a board of director of the Asia Pacific Loan Market Association that promotes best syndication market practices.

Dr. Kothuis has worked for Watson Wyatt since 1994 and directs the firm’s executive compensation team in Asia Pacific. A native of The Netherlands, Hans holds a MBA degree, a doctorate in Law and he is a Certified Equity Professional. Over the years he has advised financial institutions and industrial corporations throughout Asia on executive- and stock-based compensation and he continues to do so, on an on-going basis.

He is the recipient of the “Outstanding Contribution to HR in Hong Kong and China” award from China Staff Magazine. Dr. Kothuis has published reports on Incentive, Stock- and Executive Compensation in Asia.

Mr. Choi is in charge of the full range of banking stability issues at the Hong Kong Monetary Authority (HKMA).

Mr. Choi started his career as a central banker in 1974 when he joined the then Office of the Commission of Banking which was responsible for banking supervision in Hong Kong at that time. He advanced to the rank of Assistant Commissioner of Banking in 1990 and was appointed Head (Banking Policy) upon the establishment of the HKMA in 1993. He was then appointed Executive Director (Banking Supervision) in 1995 and advanced to the position of Deputy Chief Executive in June 2005 to take charge of monetary management, financial infrastructure, reserves management, and strategy and risk issues until transfer to the current position in September 2007.

Don Durfee is the Hong Kong Bureau Chief of Thomson Reuters. As bureau chief, he oversees a 50-person editorial operation that covers topics ranging from Chinese business to local Hong Kong politics. Before joining Reuters in July, he was editor-in-chief of CFO Asia and CFO China, two specialist magazines that were published by The Economist Group. He has written award-winning features on diverse topics from executive compensation to the financial problems confronting American cities.

Mr. Durfee has also served as the research editor of CFO magazine in New York and as a senior editor with the Economist Intelligence Unit. He has written for the online edition of The Economist. Mr. Durfee holds a master’s degree from Columbia University and BA from Tufts University and a Bachelor of Music (Classical Guitar) from the New England Conservatory of Music.

Cindy Fu is currently General Manager of Wealth Management, Consumer Banking, Standard Chartered Bank (Hong Kong) Limited.

Ms Fu joined the Bank in 2006 as Head of Investment when she was dedicated to the driving of investment and treasury business which includes FX, Unit Trust, Fixed Income, Structured Products, Securities and MPF. In 2007, Cindy was promoted as the General Manager of Wealth Management. She has also been sharing the Bank’s investment strategies through public media like newspapers, radio and TV. Before joining Standard Chartered, Ms Fu had over 20 years of business management and banking experience with some renowned international banks and financial institutions.

Ms Fu holds a degree in Psychology and is married with two children.

Dr. Patrick Yuk Bun Fung obtained his MBA degree from University of Toronto in 1973, and was awarded an Honorary Doctor of Business Administration by the Hong Kong Polytechnic University in 2001 and an Honorary Doctor of Laws by the University of Toronto in 2005. Dr. Fung joined Wing Hang Bank in 1976 and was appointed a Director of the Bank in 1980. He was appointed Chief Executive in 1992, and then Chairman and Chief Executive in April 1996. Dr. Fung is the Chairman of numerous subsidiaries within the Group.

Dr. Fung is a Non-Executive Director of Miramar Hotel and Investment Company Limited and an Independent Non-Executive Director of The Link Management Limited. He is a member of the Exchange Fund Advisory Committee (EFAC) and the EFAC Financial Infrastructure Sub-Committee, a member of the Hong Kong Tourism Board, a member of the Court of the Hong Kong Polytechnic University, a member of the Dean’s Advisory Council of the Faculty of Management at the University of Toronto, a Council member and Honorary Court member of the Hong Kong University of Science and Technology, Vice President of the Hong Kong Institute of Bankers and a member of the Board of Trustees of the Lord Wilson Heritage Trust.

James Heeney began his career as an attorney in the US representing corporate clients in tax fraud, compliance and general commercial matters. He then worked for LexisNexis serving clients in the Banking and Government sector for several years in US markets. Most recently he spent 3 years in Tokyo, Singapore and HK to assist professionals with information solutions for the purpose of preventing fraud, crime, and to ensure compliance and improve risk mitigation.

Ms. Maisie Lam oversees the Human Resources & Training function of Citibank Hong Kong. She is responsible for developing HR strategic plans, managing the leadership staffing and development process, and ensuring that the compensation and benefits programs support the business strategy. Prior to joining Citibank in 1988, Maisie worked in Hewlett-Packard Asia Limited.

Maisie has a Bachelor’s Degree in Economics from the University of Western Ontario, Canada and a Certificate of Personnel Management from the University of Hong Kong.

Deirdre Lander is Head of Watson Wyatt’s Human Capital Group in Hong Kong and has Asia Pacific responsibility for the Organization Measurement service line. Deirdre manages the delivery of organization and compensation consulting services for Hong Kong, as well as Asia Pacific in collaboration with regional practice teams.

Deirdre worked in Watson Wyatt’s Melbourne office from 1990 to 1997. She has particular interests in organization restructuring and change which led her to take up senior human resources roles in the corporate world from 1997 until 2006. During that period Deirdre was involved extensively in organization strategy clarification and design.

She moved to Hong Kong in 2004 to join a global textile and apparel group with 42,000 employees in 17 locations including mainland China, becoming Group Director of Human Resources in 2005.

Rejoining Watson Wyatt’s Hong Kong office in 2006, Deirdre brings these diverse experiences to the Hong Kong consulting environment.

Deirdre holds a Bachelor of Arts (Psychology) from the University of Western Australia and completed Honors in Psychology at the University of Melbourne. She is a registered Psychologist and member of the Human Resources Institutes of Australia and Hong Kong. Articles she has published related to remuneration and work organization can be found in various trade and professional publications.

George S K Leung is Advisor of The Hongkong and Shanghai Banking Corporation Limited, covering the Bank’s overall business strategy development and economic affairs for the Asia Pacific region in a full time capacity. In addition to being a key advisor to senior management, he also participates in daily operation of the Bank’s Area Management Office in Hong Kong. Prior to this appointment, he was the Group’s Chief Economist for the Greater China region. He joined HSBC as senior economist in 1994.

George is a renowned business economist and an influential public policy commentator in the region. He also has a long record of public service, including Chairman of the Economic Policy Committee of The Hong Kong General Chamber of Commerce; member of Pacific Economic Cooperation Council (Hong Kong Committee), Government Statistics Advisory Board, PCICB, The Hong Kong Association of Banks, Greater Pearl River Delta Business Council, etc. George is also an honorary advisor to several public and tertiary institutions. He obtained his Master Degree in Economics from the University of Toronto in 1984.

梁兆基先生現為香港上海滙豐銀行的全職顧問，為銀行最高管理層在亞太區整體業務發展策略及經濟事務方面的主要顧問，亦參與集團香港總管處的日常營運。晉升現職之前，梁先生是滙豐集團大中華區首席經濟師。他在1994年加入滙豐集團，出任高級經濟師。

梁先生是商界資深的經濟師及政策評論家，並先後出任多項公職，包括香港總商會經濟委員會主席、太平洋經濟合作組織香港委員會、大珠三角商務委員會、香港銀行公會、及香港特別行政區政府多個顧問委員會的成員等。他亦為多個大學學術和公共機構的榮譽顧問。梁先生在1984年畢業於多倫多大學，取得經濟學碩士學位。

Michael Leung was appointed Senior Vice President and Chief Information Officer of Bank of America (Asia) in March 2000 . Supported by a team of over 180 associates, he manages the Bank’s IT function in its entirety, as well as operations planning, product services and corporate administration.

Mr Leung has nearly 30 years of local and international experience in information technology, focusing largely in the banking and finance industry. Before taking up his current assignments, he had worked with a number of regional banks in senior IT and business development positions. The earlier part of Mr Leung’s career was in business consulting and sales support roles with three reputable international firms in Europe, Australia and Hong Kong.

Mr Leung is a Master graduate from The Netherlands and has a Bachelor from the Chinese University of HK. He has attended executive programs at LBS, MIT Sloan, Retail Banking Graduate School at University of Virginia, among others. A Fellow of the HK Computer Society, Mr. Leung is a seasoned speaker and panelist on a range of topics.

Dr. Leung obtained his doctoral degree in Psychology in the United States and is a Registered Psychologist in British Columbia, Canada. He is the Chairman of Dr. Leung & Associates Limited, , Honorary Advisor to the Board of Pok Oi Hospital, and Director of The Canadian Chamber of Commerce in Hong Kong and Chair of its Educational Committee.

Professional Consultancy

Dr. Leung works as Consultant to the public, educational and commercial sectors. His commercial clients range from multinational corporations, to various industries including insurance, banking and finance, high technology, service, manufacturing, public utility, etc.

Dr. Leung is experienced in coaching people to overcome their psychological barriers to success. He has been involved in implementing leadership training programs as well as change management programs in corporations in Asia and North America.

His style in conducting seminars and workshops is a mixture of humour and seriousness. He encourages participants to take part in the intellectual as well as the experiential learning process. He is open to sharing and challenges to ensure that participants get the best out of their experiences.

International Experience

Dr. Leung has worked in a wide range of countries in Asia, Canada, and The United States. He has conducted over a thousand seminars and workshops in these countries. While living in Canada, Dr. Leung co-hosted a live phone-in radio programme on psychological issues. Dr. Leung has an in-depth appreciation of cross-cultural concerns, particularly the differences between the oriental and the western cultures.

Micky’s current responsibilities include management of the Information, Technology and Business Resilience Risk. A core component of his responsibility is the monitoring of the firm’s I&T security exposure in the region – including provision of security/recovery technology solutions to business and governance of business units’ IT Control Self Assessment (CSA) deliverables. He has global responsibility of JPMorgan’s IT Control Policies & Standards. He is the global owner of the automation of the firm-wide IT control assessment practice.

Mr Alan Luk is Head of Investment Advisory at Hang Seng Bank. He is responsible for supporting the Bank’s private banking and corporate wealth management business with respect to client investment advisory services across all asset classes. Prior to joining Hang Seng, Mr Luk held senior positions at a number of international banks in Hong Kong.

Treasurer and Head of Global Financial Markets, North Asia – American Express Bank Ltd 1999-2008;
Assistant Director of Schroders Asia Ltd 1990 -1999;
Manager, Wardley Ltd 1984-1990.

Tony has been specialising in Information and Business Intelligence for 20 years, first as a senior executive at St.George Bank in Australia and then through his work in Europe, America and Japan. Tony has worked with many of the leading banks and institutions in the world. The last eight years Tony has specialised in Asia Pacific and China region, notably the most exciting region in the world. He works with clients to deliver best practice strategies and initiatives using DW technology to maximise business returns.

Tony specialises in the practical application of Strategy, Marketing, Change Management and Profitability Management to ensure value realisation from DW and CRM technology investments. Industry experience covers Retail & Corporate Banking, Insurance, Cards, Brokerage and Wealth Management, Telco’s and Travel.

Tony speaks on CRM and EDW at seminars globally and has been awarded for innovative work in CRM including being selected as a finalist in the Australian Young Business person of the year awards. Tony is currently the Head of Financial Services, Asia Pacific Japan region of Teradata and is based in Beijing.

Brendan began his research career over 14 years ago in Belgium in a qualitative research agency for two years managing regional projects for Europe and Asia. He returned to Hong Kong and joined Synovate (previously AMI) in 1997 to focus on Asia. Having conducted and moderated over 2000 focus groups in China, Hong Kong and Taiwan, Brendan has in-depth knowledge and a unique understanding of Chinese consumers. While he has varied and broad research experience, he specialises in the banking and finance sector and the telecom / high tech industry.

Brendan had experience with affluent respondents ranging from lifestyle studies with private banking customers to advertising studies with institutional investors.

Gary Soo, the Secretary-General of the Hong Kong International Arbitration Centre, has practiced as a Barrister for some 13 years in areas of litigation and arbitration involving commercial and construction disputes before taking up this position. He has acted as arbitrator in construction and international commercial cases. He is also a Chartered Engineer and has served as the President of the Hong Kong Institute of Arbitrators.

Mr. Soo is the author of different books and articles, including the “Construction Law and Practice in Hong Kong” and the book chapter on arbitration law reform for book titled “Arbitration in Hong Kong: A Practical Guide” published by Sweet & Maxwell Asia, and the “Uniform Domain-Name Dispute-Resolution Policy: Cases and Commentaries” published by Law Press China.

He is the Adjunct Professor at the University of Hong Kong, teaching engineering law subjects for undergraduate and postgraduate programmes and supervising M.Sc. and Ph.D. research students.

Laurence Trigwell is the worldwide Executive responsible for BI and Performance Management with Financial Services. In this capacity he is responsible for developing and executing IBM Cognos Financial Services strategy, solution development and customer success.

Accordingly Laurence works with financial services customers, thought leaders and partners worldwide to understand their insight and performance objectives, challenges and approaches. As a result he has led customer workshops in numerous customers and NGOs worldwide; written, contributed and sponsored research articles, whitepapers and books in the areas of improved risk decisioning; sustainable profitability strategies; and increased operational efficiency.

Laurence has more than 20 years experience in financial services determining how technology capability can be exploited for business benefit working in all major FS sectors in client and supplier organizations.

He holds a Masters in Business Administration from Henley Management College where he specialized in International Business.

Alex Trott is a partner in the Accenture Global Banking practice, and has recently relocated to Hong Kong from London to take responsibility for the Hong Kong Financial Services portfolio. He has worked in major transformation programmes for clients in Retail Banking across the UK, Europe and Asia, focusing specifically on M&A, retail strategy, distribution and customer channels. Alex is the Global Lead for Accenture’s Next Generation Branch Research Programme and Offering, which focuses on the application of global business and technology trends to Retail Banking Branch Networks.

Ms Wang had been with HSBC in Taiwan and Hong Kong for over 10 years where she held senior positions in the areas of multinational portfolios, Commercial Banking and Corporate Relationship Management. Before Fubon, Ms Wang worked for HSBC Hong Kong as Senior Vice President, Taiwan Business Development. Ms Wang obtained a Master of Business Administration Degree from American Graduate School of International Management, U.S.A.

Catherine Wang is now the Head of Financial Institutions Department of Wing Lung Bank. She has over 18-year experience in the banking industry in mainland, China & Hong Kong, having graduated with a degree in English Studies and International Finance. She initially worked in a well-renowned foreign bank and afterwards joined China Merchants Bank and played different roles in the bank. During her career, she has taken on a number of responsibilities in various fields and has acquired specialty in International Business of the banking industry.

Apart from international business, Catherine also possesses a board range of expertise in the China’s and Hong Kong’s banking industry, which include bank-to-bank business, cash management, corporate banking business, trade finance business, clearing and settlement, as well as the legal and compliance issues of the banking industry in Mainland China & Hong Kong. She had also conducted researches about trends of product development along with international financial environment. Catherine, undoubtedly, is a professional and competent banker in China and Hong Kong.

王劍文 (香港銀行學會會士)
王劍文，現職永隆銀行金融機構部主管。大學本科優秀生畢業，主修英語及國際金融。畢業後，一直投身於銀行界，擁有超過十八年的銀行工作經驗。她先于一家知名的國際性銀行工作，後來加入了招商銀行，幷于總行離岸業務部、香港代表辦事處、總行同業銀行部等擔任業務管理職務，歷年來，她于銀行內曾參與多項重要工作，幷為國際業務範疇的專才。

除了國際業務外，王劍文亦擁有廣泛的中國及香港銀行業務的專業知識，包括銀行往來業務、現金及資金管理、批發銀行業務、貿易融資業務和清算業務等，對中國內地及香港銀行業的法規及監管有較多的瞭解。另外，她亦對國際銀行業的産品與業務發展趨向有所研究，是一位在中港兩地有專業工作經驗的銀行從業員。

Mr. David Wong, is the Deputy Chief Executive of the Bank of China (Hong Kong) Group with the overall responsibility for the financial market businesses which include Global Markets, Cash Management, Custody, Investment and Insurance, and other capital market related businesses. Prior to joining the Group, Mr. Wong was Corporate Executive Vice President and Country Executive of ABN AMRO Bank (“ABN”) and was responsible for ABN’s operations in South East Asia. He joined ABN in 1995 and has held various senior positions within ABN including Regional Head of Financial Markets, Country Executive in Singapore, and Managing Director of the Hong Kong Branch. Mr. Wong has spent the last 25 years in the banking sector and has extensive knowledge and experience in treasury and financial markets. Mr. Wong served as the board member of Energy Market Authority till 31 March 2009. He continues to serve as board member of the Civil Service College in Singapore. Mr. Wong graduated from the University of Singapore with a Bachelor’s Degree in Business Administration and was awarded a Master’s Degree in Science in Investment Management by the Hong Kong University of Science and Technology. He was awarded the Financial Industry Certified Professional from the Institute of Banking and Finance, Singapore.

Ms. Phoebe Wong is Executive General Manager and Head of Retail Banking Group of CITIC Ka Wah Bank ("the Bank"). She is responsible for formulating long range strategies for the development of the Bank's retail banking business covering wealth management, mortgages, consumer lending, credit cards, general banking services, to small- and medium-sized enterprise financial services, hire purchase and leasing services.

Ms. Wong joined the Bank in November 2004 as Senior Vice President and Head of Wealth Management and Strategic Planning. She was instrumental in the successful establishment of CITICfirst, the Bank's unique wealth management platform targeted at the affluent segment, and effectively positioned CITICfirst to set new standards of private wealth management in the market by bringing private banking services and products to affluent customers at retail level. She was promoted to Executive vice President and Head of Retail Banking Group in July 2007 and was further appointed to her current role in April 2008.

Ms. Wong is a veteran banker with over 21 years of experience in retail banking. She started her career with a major international bank where she gained all-rounded exposure to the various retail customer segments, different product disciplines as well as customer sales and service management.

Ms. Wong holds a Bachelor Degree of Arts from the University of Hong Kong and a Master Degree of Business Administration from the Brunel University in the United Kingdom.

王美珍女士為中信嘉華銀行執行總經理兼零售銀行部主管，負責制定和推動零售銀行業務的長遠策略，職責範疇覆蓋財富管理、按揭、私人信貸、信用咭、一般銀行服務、中小企金融服務、租購及租賃服務。

王女士於二零零四年十一月加入該行為高級副總裁兼財富管理及策略規劃部主管。她成功推出專為中高端客户而設的獨特財富管理平台 - CITICfirst，讓零售層面之中高端客户可享因私人銀行服務及產品，有效將CITICfirst定位成為私人財富管理市場的新標準。王女士於二零零七年七月晉升為執行副總裁兼零售銀行部主管，再於二零零八年四月獲委任此職。

王女士為資深銀行家，擁有逾二十一年的零售銀行業務經驗。她於一間國際大型銀行展開其事業，涉獵零售銀行各個層面，包括不同的零售客户群及產品系列，以至客户銷售及服務管理等。

王女士為香港大學文學院學士，並取得英國布魯內爾大學工商管理碩士。

Mr. Wong Yuen Fai, aged 53, was born in Hong Kong. Mr. Wong holds a Master’s Degree in Applied Finance from the Macquarie University, Australia, and is an associate member of the The Chartered Institute of Bankers (UK) and The Institute of Chartered Secretaries and Administrators (UK). Mr. Wong is currently a member of the Hong Kong Town Planning Board, member of the Hong Kong Housing Authority, member of the Disciplinary Panel A of the Hong Kong Institute of Certified Public Accountants, member of the Banking Advisory Committee of the Hong Kong Monetary Authority, the Honorary Treasurer of Friends of the Earth (HK), member of the Board of Director of The Community Chest of Hong Kong, Vice-Chairman of the Board of Director of Hong Kong Dance Company, and Standing Committee on Directorate Salaries and Conditions of Service.

Mr. Wong started his banking career, which spans over 35 years, in 1974 with Standard Chartered Bank. He became the treasurer of Standard Chartered Bank in 1991 and was further promoted in 1995 to the position of Regional Treasurer of North East Asia and eventually the Chief Executive Officer of Standard Chartered Bank’s China operations from 2001 to 2003. During his tenure as the Chief Executive Officer of China region, Mr. Wong was entrusted to drive the bank’s developments in China and had built extensive relationships with the regulators, industry and customers.

Mr. Wong joined Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) as Deputy General Manager since July 2004 and was appointed as Executive Director and Alternate Chief Executive with effect from August 2004 to spearhead ICBC (Asia)’s strategic business developments in China and Hong Kong, including overseeing the integration between ICBC (Asia) and the previously acquired Belgian Bank as well as other business management aspects.

黃遠輝先生，五十三歲，生於香港。黃先生持有澳大利亞麥加里大學應用金融學碩士學位，也是英國特許銀行學會及英國特許秘書及行政人員學會會員。黃先生現時為城市規劃委員會成員，香港房屋委員會委員，香港會計師公會紀律小組A成員，香港金融管理局銀行諮詢委員會成員，香港地球之友榮譽司庫，香港公益金董事會成員, 香港舞蹈團董事局副主席, 以及首長級薪俸及服務條件常務委員會委員。

黃先生在銀行界累積近三十五年經驗。於一九七四年開始加入渣打銀行，並於一九九一年獲任命為香港渣打銀行司庫，一九九五年躍升為渣打銀行東北亞地區司庫，二零零一年至二零零三年為渣行銀行中國區行政總裁，負責渣打銀行在中國的市場開拓工作，並與監管機構、業界及客戶建立了廣泛的合作關係。

黃先生自二零零四年七月獲委任為中國工商銀行(亞洲)有限公司副總經理，並於二零零四年八月獲委任為執行董事暨替任行政總裁，掌管中港兩地的策略性業務發展，包括整合早前收購的華比銀行，及其他業務管理等事宜。

William Woo is the regional Technical Evangelist on Sybase’s Business Intelligence products. With over 12 years of experience in the IT industry, William manages regional product marketing programs such as product seminars and webcasts, local office pre-sales trainings, as well as partner solution support, evaluation and other liaison.

William has been with Sybase for five and a half years. Prior to joining Sybase in Hong Kong, William spent 7 years as Consultant and Pre-sales with several IT companies in Canada and Hong Kong.

William holds a BASc degree in Mechanical Engineering from the University of Waterloo in Canada.

Dominic is the Head of Operational Risk Management with the Nomura Group based in Hong Kong. He covers front to back activities in Asia excluding Japan. His role is to put the global operational risk strategy into practice by integrating operational risk activities into daily business operations and fulfilling regulatory requirements. Dominic has more than 16 years of extensive experience in the investment, commercial, consumer and private banking practice gained from Japanese, European and US banks, and also in an international accounting and consulting firm specialising in information and operational risk management formulation and execution. Besides Nomura, he has worked with ABN AMRO, Dresdner Bank, Merrill Lynch, Barclays Capital and KPMG.

Dominic is a sought out speaker and has spoken in various ERM, ORM and Financial Services conferences and forums organized by Hong Kong Securities Institute, GARP, Asia Risk, RiskMinds as well as other international event organisers in Hong Kong and China. He has also led several industrial working groups to address the issues and work out the roadmap for the ORM practice. Formerly, he has been a tutor with the University of Hong Kong lecturing on investment and accounting to the general public. He has also written articles on promoting ORM awareness and programs in Asia-Pacific. He is also a part-time consultant working for Risk Management Institute of National University of Singapore to develop and deliver the professional programme on operational risk management.

Dominic is a Certified Fraud Examiner (US), Chartered Accountant (UK), Certified Public Accountant (CPA), Certified Information Auditor, Chartered Company Secretary, a Professional Member of the Institute of Operational Risk and did his MBA from the University of Hull, UK.

KK Yeung has 15 years experience in solution development and deployment in different type organizations. Amongst his 15 years career 8 years of them were on fraud solutions development and deployment for a global financial organization in Asia Pacific.

As a fraud solution manager in his last employment, KK led the development of both transactional monitoring solutions and application fraud detection solution and implemented them across 18 countries in Asia Pacific.

Prior to taking his current role in SAS Asia Pacific, he was one of the key stakeholders in the development of the group wise enterprise fraud risk management solution and had led the first phase of development in Asia Pacific. Other than formulated fraud system development and deployment strategy for Asia Pacific region KK also involved in various fraud prevention initiatives including fraud operational efficiency improvement. His last deliverable before joining SAS was to automate common purchasing point (CPP) analytic process for plastic fraud which aims to improve both the fraud detection accuracy and operational performance.

At SAS, KK will play a key role in the development of fraud risk management solutions and is the key contact point between SAS AP and various R&D teams worldwide. His responsibilities range from presales support to consultancy for fraud related projects.

KK Yeung has a BSc of Computing and Information Systems from the Victoria University of Manchester and an MBA in Financial Management from Manchester Business School.

Winnie Yeung is the executive director of Cimigo. Prior to joining the company, she was the director of Customized Research at ACNielsen, Hong Kong. She had additional roles of champion of banking, insurance and finance industry group and is an expert in the realm of customer and employee satisfaction/ mystery shopper studies.

Winnie is a research expert with over 14 years of experience. Handling clients from all kinds of industries including public utilities, telecommunications, transportation, Fast Moving Consumer Good (FMCG), the insurance and finance sector, the pharmaceutical industry, retail and statutory bodies. She has vast experience of designing local or cross-country research projects; specifically projects relating to customer and employee satisfaction and loyalty, mystery shopping, new product launches and brand building. Prior to joining ACNielsen, she worked for Taylor Nelson Sofres.

Winnie holds a Bachelor degree of Social Science from the Chinese University of Hong Kong, major in Psychology and minor in Sociology.

楊詠茵現任善美佳市場顧問有限公司(Cimigo)行政總監，在加入善美佳前，她曾在香港尼爾森專項研究部門（Customized Research）擔任總監一職。她在銀行及金融行業的研究範疇上擁有十分豐富的經驗，亦是顧客和員工的滿意度及神秘顧客研究領域中的專家。

楊詠茵從事市場研究已超過14年，曾為不少來自不同行業的客戶進行全方位的專案研究，當中包括公用事業，電訊行業，運輸業，快速流動消費品(FMCG)，金融保險，藥劑行業，零售行業及法定組織。在設計地方性和國際性的研究項目上，她具有卓越的市場經驗，有效在有關顧客和員工的滿意度及忠誠度，神秘顧客，新產品的發行和品牌的建立的研究範疇上，提供客戶具資訊性的深刻見解。在加入尼爾森之前，她曾受僱於Taylor Nelson Sofres。

楊詠茵擁有香港中文大學社會學學士學歷，主修心理學並副修社會學。

張燕生，現任中國國家發展和改革委員會對外經濟研究所所長、研究員，博士生導師。兼任中國人民大學、武漢大學、華中科技大學、中央財經大學等校教授，武漢大學國際問題研究院學術委員會副主任，享受國務院頒發的政府特別津貼。1984年獲得經濟學碩士學位，1986-1988年，分別在美國科羅拉多大學經濟學院、加拿大多倫多大學經濟系、世界銀行EDI進修和工作；1984-1996年，中央財經大學金融學院任教，任國際金融專業碩士指導教授；1996-2004年，國家發展和改革委員會對外經濟研究所國際貿易研究室主任、副所長、所長，博士生導師，專業研究領域為國際金融和國際貿易。曾先后主持或參與國家有關部門重點課題、國家社會科學“七五”、“八五”規劃重點課題，國家“十五”至“十二五”發展規劃研究課題等。曾出版中、英文專著（包括合著）二十多部，發表學術論文二百余篇。曾榮獲孫冶方經濟科學著作獎、北京市哲學社會科學優秀成果專著一等獎、中國社會科學院1977-1991年優秀著作獎、國家發展和改革委員會優秀研究成果一等獎（科技進步獎）、中國發展研究獎。

Professor ZHANG, Yansheng is a senior fellow and the director general of the Institute for International Economic Research (IIER) of the National Development and Reform Commission (NDRC) of P. R. China. He has been working for IIER since 1996. Professor Zhang is also guest professor in a number of universities such as Renmin University, Wuhan University, Huazhong University of Science and Technology, and Central University of Finance and Economics. He is the vice director on the academic board of the Faculty of International Study of the Wuhan University. Professor Zhang currently supervises research students in international finance and international trade.

Professor Zhang holds MSc. in Economics (Huazhong University of Science and Technology, 1984). He has been a visiting fellow in Colorado University, Toronto University, and World Bank EDI from 1986 to 1988.

Professor Zhang has publicized more than 20 Chinese and English monographs (including co-author), more than 200 papers. Zhang was awarded the SunYefang Economic Science Works Prize, the First Class Excellent Research Prize of the NDRC, China Development Research Prize and other prizes.