The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP
Financial Secretary
The Government of the Hong Kong Special Administrative Region

Mr. Chan is a Certified Public Accountant. He is a former President of the Hong Kong Institute of Certified Public Accountants.

Before joining the Government, Mr. Chan held a number of public service positions including member of the Legislative Council and Chairman of Legal Aid Services Council.

Mr. Chan served as Secretary for Development of the Hong Kong Special Administrative Region Government from July 2012 to January 2017. He was appointed Financial Secretary on 16 January, 2017.

Julia Leung, SBS, JP
Deputy Chief Executive Officer and Executive Director, Intermediaries
Securities and Futures Commission

Ms. Leung is a member of the Securities and Futures Commission (SFC). She is the Deputy Chief Executive Officer and an Executive Director with responsibility for the Intermediaries Division, which comprises the Intermediaries Supervision and Licensing departments. That Division is primarily responsible for administering licensing requirements and conducting ongoing supervision of licensed corporations with a focus on their business conduct and financial soundness.

Prior to joining the SFC, Ms. Leung was the Under Secretary for Financial Services and the Treasury from August 2008 to December 2013 and worked with the Hong Kong Monetary Authority (HKMA) for 14 years.

Ms. Leung graduated from The Chinese University of Hong Kong and earned a master's degree from Columbia University in the City of New York. She authored a book on how Asia surmounted various financial crises.

Ms. Leung is a member of the Council of Advisers for Applied Research of the Hong Kong Institute for Monetary and Financial Research.

Ms. Leung chairs the SFC's Academic and Accreditation Advisory Committee and the Fintech Advisory Group. She also sits on the Advisory Committee, Investment Committee, Budget Committee, Executive Committee and the SFC (HKEC Listing) Committee.

Arthur Yuen, JP
Deputy Chief Executive
Hong Kong Monetary Authority

Arthur Yuen is in charge of the full range of banking policy, supervision, conduct, and enforcement issues at the HKMA. He joined the HKMA in 1996 as Head of Administration and has since taken up different responsibilities including research and liaison on China economic and market development issues before being appointed Head of Banking Supervision in 2000. He took up the position as Executive Director (Banking Development) in July 2004, Executive Director (Banking Supervision) in June 2005 and Executive Director (External) in July 2008. He was appointed to his present position on 1 January 2010.

Nicolas Aguzin
Chief Executive Officer
Hong Kong Exchanges and Clearing Limited

Nicolas Aguzin joined HKEX as Chief Executive Officer on 24 May 2021 from J.P. Morgan, where he was most recently Chief Executive Officer of J.P. Morgan’s International Private Bank. Mr. Aguzin has been based in Hong Kong since 2012.

From 2013 to 2020, Mr. Aguzin was CEO, J.P. Morgan, Asia Pacific where he was responsible for all the firm’s business across 17 markets. Mr. Aguzin presided over some of the firm’s major expansion efforts during the period, including establishing itself in China as one of the few international financial institutions with a full range of services and capabilities; including a fully-owned locally incorporated commercial bank, a majority-owned securities company, an asset management company and a futures and options company. Concurrent with his Asia CEO role, Mr. Aguzin also ran J.P. Morgan’s Investment Banking division in Asia. During his tenure the bank rose to become one of the leading investment banks in the Asia Pacific region.

Mr. Aguzin joined J.P. Morgan in 1990 in Buenos Aires as a financial analyst. Between 1990 and 2005, he held a variety of roles in New York and Buenos Aires, and in 2005 he was appointed as CEO, Latin America. In 2008 and 2009, in addition to his responsibilities as CEO, Latin America and Head of Latin America Investment Banking, he served as Senior Country Officer for Brazil.

Mr. Aguzin holds a bachelor degree in Economics from the Wharton School of the University of Pennsylvania in the US and is fluent in Spanish, Portuguese and English.

Raymond Ang
Global Head, Affluent Clients, Private and Priority Banking
Standard Chartered Bank

Raymond joined Standard Chartered as Global Head of Affluent Clients, Private and Priority Banking in July 2021.

His banking career spans over 25 years having held various senior leadership positions in Asia with extensive regional and country responsibilities. He has deep experience in Private Banking and Wealth Management, servicing clients across the wealth continuum.

Raymond joined from UBS AG where he was Head of their North Asia, Japan and Indonesia Wealth Management businesses based out of Singapore. He held a number of senior roles during his 9 years at UBS, including Singapore Location Head, Head of Ultra High Networth South East Asia and Head of Sales Management for Asia Pacific.

Before joining UBS, Raymond was with the Carlyle Group focused on leveraged buyout situations in North Asia. Amongst other investments, he was instrumental in rebuilding and subsequently exiting a medium sized commercial bank in Taiwan. He began his career at Citibank NA in 1994 as a Global Management Associate.

Raymond is a graduate and alumni of the Harvard Business School and Indiana University School of Business. He has worked and lived in Hong Kong, Taiwan, Thailand and Singapore.

Ella Arwyn Jones
Editor
FinanceAsia

Ella Arwyn Jones joined Haymarket as Editor of CorporateTreasurer and FinanceAsia in Spring 2021. Previously she led the Asian research effort at Inframation, Acuris, developing a team across Hong Kong and Mumbai. Her editorial interest has focused on unlisted fundraising across the APAC region. Ella began her career in London, in publishing, licensing international translation rights to Asia. She has a First Class degree in Japanese from the University of Edinburgh. During her undergraduate course, she spent a year at Tokyo’s Waseda University.

Sebastian Brinkmann
ESG Strategist
FE fundinfo

Sebastian Brinkmann is the ESG Strategist for the FE fundinfo ESG product group. With over 15 years of ESG industry experience, Seb has been at the forefront of ESG data and ratings development. Most recently he pioneered the use of AI technologies at Truvalue Labs to gather and process unstructured ESG data. Prior to this Seb spent ten years at MSCI, as a senior ESG analyst and consultant working with global institutional asset managers and asset owners advising them in their ESG integration strategies.

Steven Carroll
Head of Sales Strategy & Execution, Wealth & Investment Solutions
Refinitiv

Steven Carroll is the Global Head of Sales, Strategy and Execution for the Refinitiv Wealth Solutions business, covering both Advisory as well as Digital Solutions for the Wealth Management community. Steven’s role is to work across the Refinitiv business development functions to understand emerging trends and challenges, and to ensure our solutions are ideally placed to help our customers navigate the fast-changing digital landscape. Steven is based in Singapore.

Anthony Chan
Chief Executive Officer
Isola Capital

Anthony is Chief Executive Officer of Isola Capital Group.

Anthony has extensive experience across the Asia Pacific region in corporate finance, private equity and venture capital. Anthony enjoyed a career in investment banking with Credit Suisse, Citigroup and Lehman Brothers Asia before transitioning to private equity and principal investments. He has broad investment expertise across consumer, education, food safety, industrial, and technology sectors.

Anthony attained a Bachelors of Commerce (Finance and Economics) from The University of Sydney and Bachelors 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 is a graduate from 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 fluent in English, Mandarin and Cantonese, and a keen tennis player, golfer, wine enthusiast and Formula One fan.

Leah Cheng
Solutions Director
Mercer

Leah is based in Singapore and leads the B2B2C business segment at Mercer’s investment consulting division. She focuses on serving and collaborating with Private Banks, commercial banks, financial services firms and advises these clients on investment strategy and fund selection. Prior to joining Mercer, she was with Lion Global Investors in the Business Development team. Leah has more than 15 years of experience in business development and client servicing.

Leah obtained her Bachelor of Business Administration from National University of Singapore.

Gordon Crosbie-Walsh
Chief Executive Officer, Asia
EquitiesFirst

Gordon Crosbie-Walsh is the Chief Executive Officer, Asia at EquitiesFirst.

Gordon oversees all EquitiesFirst operations throughout the Asian region, focusing on business development across the firm’s six offices in Hong Kong, Singapore, Thailand, South Korea and China.

With over three decades of financial services experience, Gordon’s expertise spans chartered accounting, equity research, equity sales as well as investment banking and capital markets analysis.

Prior to joining EquitiesFirst, Gordon was part of the leadership team at several investment banking businesses, including CM Financial and Jefferies Asia, as well as the successful equity capital markets (ECM)/syndicate team at JP Morgan. Previously, he was also Managing Director and Head of Equities and Equity Sales in Hong Kong and China for Deutsche Bank and Salomon Smith Barney.

Michael Dennis
Managing Director, APAC Head of Alternatives Strategy & Capital Markets
BlackRock

Michael Dennis, Managing Director, is Head of Alternatives Strategy & Capital Markets in Asia-Pacific. Mr. Dennis is responsible for leading BlackRock Alternative Investors' (BAI) strategy and leading BlackRock Capital Markets (BCM) in the region. Mr. Dennis is a member of the BAI Executive Committee and a member of the APAC Executive Committee.

Mr. Dennis is responsible for BlackRock's alternatives business in the region including across Infrastructure, Credit, Real Estate, Hedge Funds and Private Equity. He is responsible for setting direction in the region and partnering with clients to drive a holistic view of alternatives.

Having been part of the team launching Capital Markets in EMEA and Asia-Pacific, Mr. Dennis works to build deep relationships with leading clients, corporates, investments banks and financial sponsors in the APAC region. Mr. Dennis represents BlackRock as Co-Chair of the ASIFMA AAMG Equities Sub-Committee, a major industry body in the region. Previously, Mr. Dennis worked in BlackRock's London office as part of Capital Markets up until May 2013, when he moved to Hong Kong.

Prior to joining BlackRock in 2012, Mr. Dennis was a long/short equity portfolio manager at Marshall Wace LLP in London. Mr. Dennis earned a BA degree in Economics and Politics from the University of Birmingham.

BlackRock manages USD$283 billion in alternative investments and commitments on behalf of clients worldwide as of June 30, 2021. BlackRock Capital Markets (BCM) operates across the entirety of the firm's investment platform to provide our investors the ability to access primary issuance markets, source across the capital structure and unlock greater alpha opportunities for the benefit of our clients.

Jame DiBiasio
Founder & Editor
DigFin Group

Jame DiBiasio is founder and editor of DigFin, a media brand and content agency dedicated to digital finance, fintech, and digital assets (www.digfingroup.com). An author, financial reporter, editor and media director, he has been based in Hong Kong since 1997. AMTD Digital acquired DigFin in 2021.

Paul Dou
Head of Asia Pacific Private Equity and Real Estate
Citi Private Bank

Paul is responsible for sourcing, diligencing, structuring, and assisting with the distribution of Asia Pacific private equity and real estate investments for clients globally. Prior to joining Citi, Paul was the Founder of Opera Capital Partners, where he provided comprehensive advisory, financing, and investment solutions for alternative fund managers and investors. Paul has previously worked for Tianli Financial Holdings, Nan Fung Group, Standard Chartered Bank and HSBC. Paul holds a bachelor’s in business administration, finance, and economics, from Simon Fraser University in Vancouver. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and is a Certified Public Accountant.

Dr. Gao Hao
Director, NIFR Global Family Business Research Center
Associate Director, NIFR Research Center for Green Finance Development
Tsinghua University PBC School of Finance

Gao Hao (Tony) is the Director of Global Family Business Research Center and an Associate Director of Research Center for Green Finance Development at Tsinghua University PBC School of Finance.

Gao is a member of Global Future Council/Expert Network of World Economic Forum, a council member of All-China Federation of Industry and Commerce, a China Committee Member and Public Policy Chair of STEP, and a board member and research fellow of China Enterprise Reform and Development Society. Gao serves as a co-editor-in-chief of Wealth Management Journal, and the chief editor of Family Governance Series and Family Wealth Series.

Gao has published 16 books pertinent to family business and wealth management, as well as 180+ academic papers, policy papers and magazine columns. He co-authored the first China family office case and the first Asian private banking case in Harvard Business School Case Collection, as well as world leading family cases. He created the first Private Banking Master-degree course in China.

Recognized as one of China’s leading experts concerning family business and family office, Gao advises/serves on the boards of some of the largest family businesses and foundations, including several Fortune 500 Companies and Bill & Melinda Gates Foundation. He also advises government ministries and financial institutions in China and abroad.

He graduated from Tsinghua University with a bachelor degree (engineering), a Ph.D. degree (management) and two post-doctorates (finance and economics), and from Peking University with a bachelor degree (economics). He is awarded Harvard Business School Corporate Director Certificate, and Temasek Fellowship of Singapore Wealth Management Institute.

Ofer Halevi
Head of Platform Strategy, Design, and Platform Solutions Group, Asia Pacific
Credit Suisse

Ofer Halevi is currently the Asia Pacific Head of Platform Strategy, Design, and Platform Solutions Group at Credit Suisse.

He is responsible for the strategic planning of technology platforms, digital initiatives, user experience design, and fintech relationships.

Ofer has over three decades of experience in technology and design.

Prior to joining Credit Suisse in 2009, Ofer was a technologist with UBS in London, where he designed and built sales and trading platforms for the Equities Derivatives business. Before that, he was a solution architect for an online exchange for reinsurance contracts, developed mobile operating systems, raised an artificial intelligence chatbot, and was a principal consultant on human interaction design and advanced technologies.

Sumit Indwar
Partner and Head of Financial Regulation Group Hong Kong SAR
Linklaters

Sumit leads our Hong Kong SAR Financial Regulation Group. He advises on all aspects of Hong Kong financial services legislation and regulation. He advises on the full range of regulatory issues including licensing, ongoing conduct of business issues, regulatory change implementation, product categorisation, governance within financial institutions, market misconduct, AML and ESG. Sumit covers all sectors of the Hong Kong financial market (including under the Securities and Futures Ordinance, the Banking Ordinance, the Insurance Ordinance and the Money Lenders Ordinance). Sumit’s client base includes global and regional investment banks, asset managers, market makers, insurers, private equity houses and FinTech companies.

Sumit also provides support to the firm’s transactional teams on the regulatory aspects of M&A, corporate finance and banking transactions, including margin loans.

Sumit is heavily involved with industry bodies in the region. Through Linklaters’ membership of the Hong Kong Private Wealth Management Association (PWMA) and the Asian Securities Industry & Financial Markets Association (ASIFMA), he regularly helps the industry prepare responses to regulatory consultations and assists with lobbying on issues of industry concern.

Prior to joining the Hong Kong team, Sumit was based in the firm’s London office where he regularly advised financial institutions on wide-ranging UK and EU regulatory change projects, including on the implementation of the second Markets in Financial Instruments Directive (MiFID II), the European Market Abuse Regulation (MAR), the UK Senior Managers and Certification Regime, the UK ring-fencing regime (on which he was seconded to a major retail bank for six months) and the second European Payments Services Directive. This experience allows him to advise Asian-based clients on the extraterritorial effects of UK and European regulation.

Sumit is a qualified solicitor in both Hong Kong and England and Wales.

Mario Knoepfel
Head, Sustainable Investing Advisory, Asia-Pacific
UBS Global Wealth Management

Mario is the Head of Sustainable Investing Advisory for Asia-Pacific. In his role, Mario advises private wealth clients and family offices on sustainability aspects, helping them to incorporate personal values in investment portfolios across asset classes, investing with social and environmental impact through innovative public and private markets solutions and driving education and awareness efforts in the region.

Working for UBS Wealth Management since 2001, Mario moved to Hong Kong in early 2013 to establish the Hong Kong presence of the UBS Optimus Foundation, a professional grant-making foundation that helps UBS clients in funding and managing projects benefitting underprivileged children around the world.

Prior, he worked for UBS Wealth Management in different positions in Zurich and Moscow with a strong focus on advising the bank's ultra-high-net-worth clients and developing this client segment strategically.

Mario is a frequent speaker on conferences and featured regularly in media in the region, sharing latest views and trends on sustainable investments.

He is a member of the Hong Kong Monetary Authority's working group on Green and Sustainable Banking. Mario holds a bachelor degree in Business Administration with a Major in Banking and Finance from Zurich University of Applied Sciences in Switzerland.

Karen Koh

Karen Koh is a Hong Kong based broadcast media professional and familiar face and voice to many viewers and listeners in Asia. Her background is in television news and current affairs, and she has anchored and reported for BBC World, CNBC Asia, CNN International, STAR TV, Thomson Reuters and WSJ Digital. She’s also a regular co-host on RTHK Radio 3’s flagship current affairs show “Backchat” and produces and hosts a weekly show on gender issues called “The Agender Café”.

In the course of her 20+ years of international experience she has interviewed a range of people from heads of state to corporate and non-profit leaders.

Through her company, Intermedia, Karen conducts media and presentation skills training for corporate, public and education sector clients. She has designed and taught courses for the Hong Kong Police, the ICAC, and companies in sectors ranging from financial services, luxury goods, real estate, insurance and hotels. She has also trained text and print journalists from Thomson Reuters and WSJ in live TV and video package skills.

Karen also frequently MC’s and moderates a variety of events, including the Asian Financial Forum, MarketingPulse Conference, RTHK’s “Operation Santa Claus” opening and closing ceremonies, the Melon Science Fiction Conference and the Asian Logistics and Maritime Conference. She also moderates private events for clients in the financial services, luxury and consulting sectors.

Karen serves on the Board of Directors of EngenderHealth, a U.S. based NGO working in the field of women and girls’ global sexual and reproductive health and rights. She is also a qualified yoga and standup paddle instructor.

Karen has lived in Sydney, Singapore, London and Hong Kong and is married with three sons.

Florence Kui
Chief Operating Officer Asia Pacific and Deputy Head of North Asia, Private Wealth Management
Goldman Sachs (Asia) L.L.C.

Florence is chief operating officer in Asia Pacific and deputy head of the North Asia region for the Private Wealth Management (PWM) business. She is a member of Asia Pacific Operational Risk Committee, and Consumer and Wealth Management Inclusion and Diversity Council and Steering Committee.

Previously, Florence was chief operating officer in Asia Pacific and region head of the Hong Kong market for PWM, where she worked closely with divisional leadership to devise and implement strategies for the business, while prioritizing the division’s activities and integrating them closely with the firm’s commercial objectives and infrastructure. Before that, Florence managed the Asia Ex-Japan Equities and Asian Special Situations Group product control teams within the Finance Division. She joined Goldman Sachs in 1999 as a senior analyst and was named managing director in 2008.

Prior to joining the firm, Florence worked in Audit Practices at PricewaterhouseCoopers and Ernst & Young in Hong Kong and Canada.

Florence is a member of the Executive Committee of the Private Wealth Management Association in Hong Kong and is a qualified member of the Canadian Institute of Chartered Accountants.

Florence earned a bachelor’s degree in business from the University of Alberta.

Daniel Lee
Head of Business and Listing
DBS Digital Exchange

Daniel Lee is the Head of Business & Listing for DBS Digital Exchange at DBS. Daniel has 24 years in the banking/ broker-dealer industry, and brings with him extensive experience in servicing intermediaries (broker-clients), digital exchanges, high frequency traders and market makers in the electronic trading space, and dealing with various regulators and exchanges across the region. He was also responsible for the bank’s ETF business. Daniel holds an MBA and also an LLM in Commercial Law. Daniel spends his time on competitive shooting as a hobby outside of work, and is also a 2nd degree black belt in Taekwondo.

Herbert Lee, CFA
Associate Partner
Bain & Company

Herbert Lee is an Associate Partner at Bain & Company, based out of the Hong Kong office. He is one of the leaders in Greater China Financial Services practice.

Over the last 18+ years, Herbert focused in the financial service sector as a strategy consultant and regional head of projects. His work has included growth strategy, commercial due diligence, new business and product development and large-scale transformation. He has extensive experience in wealth and asset management, insurance and banking across Greater China and Asia Pacific.

Herbert is a co-author of a publication on Financial Services opportunities in Greater Bay Area and is a frequent speaker at industry events. Prior to joining Bain & Company, Herbert has spent time working at Goldman Sachs, Allianz Global Investors and another global consulting company.

Herbert is a Chartered Financial Analyst (CFA) and an MBA degree holder from Hong Kong University of Science and Technology (HKUST).

Rosita Lee
Head of Investment Products and Advisory Business
Hang Seng Bank

Rosita is the Head of Investment Products and Advisory Business of Hang Seng Bank Limited, a Director and Chief Executive Officer of Hang Seng Investment Management Limited, a Director and Chief Executive Officer of Hang Seng Investment Services Limited, a Director of Hang Seng Qianhai Fund Management Company Limited and a member of China Committee of Hong Kong General Chamber of Commerce. Rosita is also invited as a Member of Beta Gamma Sigma (HKUST Chapter) and a Member, Hong Kong Academy of Finance.

Armed with over 20 years of diverse experience in the financial services industry, she is in charge of overseeing the development, selection and due diligence of wealth management products for distribution to personal, corporate and institutional customers. Her scope of responsibilities covers fixed income, retail margin trading, structured products, investment funds and asset management for the bank. She also supervises the provision of investment advisory service and sales support to frontline staff and investors.

Rosita holds a Bachelor of Social Sciences Degree from The University of Hong Kong, a Master of Science Degree in Global Finance jointly awarded by The Hong Kong University of Science and Technology and the New York University STERN Business School and is a Certified Financial Plannercm. With a strong commitment to serving the community, she is currently the Chairman of the Arbitration Panel under the Securities and Futures (Leveraged Foreign Exchange Trading) (Arbitration) Rules of Hong Kong’s Securities and Futures Commission; Non-Executive Director of the Financial Reporting Council; a member of The Legal Aid Services Council; a member of the Investment Advisory Committee of the Sir David Trench Fund for Recreation; a member of the Correctional Services Children’s Education Trust Investment Advisory Board; and a member of the Board of Trustees of The Hong Kong Jockey Club Music and Dance Fund.

Amy Lo
Chairman, Executive Committee, Private Wealth Management Association
Head and Chief Executive, UBS Hong Kong Branch
Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management
Group Managing Director, UBS

Amy Lo is Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Group Managing Director at UBS.

Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the Executive Committee of the Hong Kong Private Wealth Management Association (PWMA). PWMA is an industry association whose mission is to foster the growth and development of the private wealth management industry in Hong Kong.

She is also a Board Member of the Hong Kong Financial Services Development Council (FSDC), a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau, and a member of the Exchange Fund Advisory Committee Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority.

Amy has over 30 years of experience in the private banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of UHNW in Asia. Today, the UHNW business is the leading wealth manager for UHNW individuals in the region.

A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, and a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong. She is also a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children globally.

In recognition of her contribution to the wealth management industry, Amy was named Private Banker of the Year in the Asian Private Banker Awards for Distinction 2020. She also received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in building UBS as a corporate citizen in Hong Kong. She was also named by a top-tier Chinese media, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in 2017.

Kevin Loo
Head of Digital Asset Management
New Vision Asset Management

Prior to joining New Vision Asset Management as a Head of Digital Asset Management, Kevin was the CIO, co-founder and director of a digital asset hedge fund since late 2017. He has close to 5 years within the digital asset space and an early Bitcoin investor in since 2016.

He has an established institutional track record of advising clients, including pension funds, sovereign wealth funds, corporates and private bank asset allocator advisors.

Kevin gained his deeply rooted investment knowledge from the traditional investment industry, he has held positions with the largest most recognized global asset management companies, including PIMCO, Fidelity International, BNP Paribas, both in London and Hong Kong. He has experience of debt capital markets, focused on Global Bonds, Emerging Market Debt and Asia Credit.

Previously, he has been a mentor to the Cyberport Incubator Fund and, both personally and through his partnerships, helped FinTech start-ups with strategic advisory, route-to-market and technology development reviews.

Dr. François Monnet
Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch
Credit Suisse

Dr. François Monnet was appointed Head of Private Banking North Asia effective August 2018, based in Hong Kong. Prior to that responsibility, Dr. Monnet ran the Private Banking franchise for Greater China.

In this role, Dr. Monnet works closely with the respective Market Group Heads and Country CEOs across Credit Suisse’s integrated bank to enhance its ability to capitalize on the synergies and business opportunities in Greater China, Korea and Japan, drive client interconnectivity across business divisions and markets to further build the bank’s strong client franchise in the region. In addition, Dr Monnet is the Chief Executive of Credit Suisse’s Hong Kong Branch.

Previously Dr. Monnet was the Chief Operating Officer for Private Banking Asia Pacific from April 2012. In this capacity, he assumed responsibility for all run-the-bank functions, investments in infrastructure and change management, risk and supervisory controls, pricing and strategy, including the build-up of Credit Suisse’s Private Banking digital capabilities across Asia, for which he received the 2015 Credit Suisse Group CEO Award for Innovation. Dr. Monnet was also named Asian Private Banker’s Private Banker of the Year for 2018 for his achievements in private banking.

Dr. Monnet joined Credit Suisse in 2007 as Head of Private Banking Southeast Asia and Australasia until 2010 when he assumed a new responsibility as Head of Ultra High Net Worth clients for Private Banking Southeast Asia, Australia and Japan. Prior to Credit Suisse, he managed the offshore core affluent client segment in Asia Pacific at UBS, with an additional focus on the Singapore domestic market. He started his banking career at UBS Zurich in Corporate Finance and Mergers & Acquisitions.

Dr. Monnet is a graduate of University of Geneva, holds a Master of Arts in Law and Diplomacy (Tufts/Harvard Universities) as well as a Doctor of Philosophy in Political Sciences from University of Geneva, Switzerland. He is the recipient of an Executive MBA from INSEAD. He is a Chartered Financial Analyst.

Jo Murphy
Managing Director, Asia Pacific
CAIA Association

Jo has been in Asia for almost 25 years, predominantly based in Hong Kong but with two valuable years spent in Singapore. She has held several senior Asia Pacific wide management positions, successfully leading sales, business development, marketing and client relationship management divisions for major institutions; and has both built and managed large and effective regionally located teams.

Jo was expatriated to Hong Kong, with Morgan Stanley (in early 1997) and has worked for several global institutions including HSBC Securities Services (previously Bank of Bermuda), Deutsche Asset Management and Triple A Partners. Jo’s roles have covered intermediary, buy and sell side as well as entrepreneurial groups, and now is Managing Director, Asia Pacific for the CAIA Association, the international leader in alternative investment education and provider of the CAIA Designation.

Jo enjoys the reputation of being hard-working, capable, committed and commercial; is a seasoned presenter and sought out moderator regularly contributing to leading forums addressing topical aspects of the financial services sector, with a particular focus on the Asia Pacific private markets landscape. Jo also was a founding member of the Hong Kong AIMA Chapter, previously held an Executive Committee Member position and now sits on its Education Committee. Further, she also holds several corporate and NFP advisory positions, is a Fellow of Singapore University of Social Sciences as well as an advisory council member of UPACA Gurukul (India).

Dr. Henrik Naujoks
Senior Partner
Bain & Company

Dr. Henrik Naujoks is a partner based in Bain & Company’s Hong Kong office. He is heading Bain's Asia-Pacific (APAC) Financial Services practice as well as its Greater China Financial Services practice.

Henrik has more than 25 years of management consulting experience, addressing the most complex challenges facing financial services leaders. Over the past several years, his work has predominantly focused on digital and customer-led transformations and the reinvention of the insurance industry.

Before joining Bain’s Hong Kong team, Henrik worked in several of our other global offices, including Munich, Dusseldorf, Zurich and Los Angeles.

Henrik is a frequent speaker at financial services industry meetings. He has been quoted in leading publications like Financial Times, The Economist, Forbes.com and Business Times and has been interviewed on CNBC and Bloomberg.

In addition to his client work, Henrik dedicates time to social initiatives and acts as an advisor for several non-profit organizations and social entrepreneurs. In 2007, the World Economic Forum selected him as a Young Global Leader.

Prior to joining Bain in 1993, he held an apprenticeship in banking. Henrik studied business administration in Munich and earned his doctorate at the University of St. Gallen, where he wrote his thesis on organizational theory and behavior in large organizations. He was also granted a scholarship by the German National Merit Foundation (Studienstiftung des deutschen Volkes).

James O'Callaghan
Partner, Advisory
KPMG Advisory (Hong Kong) Limited

James brings over 22 years’ experience in advisory and consulting services and leads the KPMG Hong Kong technology consulting business. He has worked across sectors and has led numerous projects including business transformation (sourcing strategy, operating model design and implementation) IT transformation, business review and process enhancements, governance and benchmarking, the construction of outsourcing deals and performance improvement programmes across ASPAC and Europe. James has significant experience in the Financial Services industry, Telcos, media and communication and the public sector.

Benjamin Quinlan
Chairman, FinTech Association of Hong Kong, and
CEO & Managing Partner, Quinlan & Associates

Benjamin Quinlan is the CEO and Managing Partner of Quinlan & Associates. He is also the Chairman of the FinTech Association of Hong Kong (FTAHK), an Adjunct Professor at the AIT School of Management, and a Conference Ambassador for the Hong Kong Tourism Board (HKTB). He sits on the Advisory Committee for Hong Kong Science and Technology Park’s (HKSTP) Technology Validation Initiative, the Asian Financial Forum Steering Committee for the Hong Kong Trade and Development Council (HKTDC), the Finance, Tax & Legal Steering Committee of the Australian Chamber of Commerce (AustCham), and the Finance & Treasury Committee at the Hong Kong General Chamber of Commerce (HKGCC). In addition, he is a Senior Advisor for a number of leading startups, a Mentor for PingAn’s Cloud Accelerator, a Guest Contributor for eFinancialCareers and Regulation Asia, and has been widely recognised as one Asia's leading FinTech influencers.

Benjamin has an extensive track record advising many of the world’s leading multinational companies, financial services organisations, SMEs and start-ups on a variety of high-profile strategic engagements. He is quoted extensively in the global financial press and is frequently interviewed by leading media outlets, including Bloomberg, CNBC, Reuters, and Channel New Asia. He is also a regular keynote speaker at leading financial services industry conferences across the world.

Prior to founding Quinlan & Associates, Benjamin was the Head of Strategy for Deutsche Bank’s Equities business in Asia Pacific and its Investment Bank in Greater China. Prior to Deutsche Bank, Benjamin worked as a Management Consultant at Oliver Wyman. Before that, he worked at UBS in the bank’s Asia Pacific Client Coverage and Group Strategy departments. He began his career in M&A and Capital Markets Advisory at PwC in Sydney.

Benjamin holds a Bachelor of Commerce / Bachelor of Laws (Honours) and a First-Class Honours Degree in Economics (on scholarship) from Macquarie University, Sydney.

Laurent Rosfelder
Operating Head WM North Asia, UBS Global Wealth Management
Managing Director, UBS

Laurent is the Operating Head Wealth Management North Asia at UBS, based in Hong Kong.

Laurent has over 25 years of experience in financial services. Before taking on his current role, Laurent has held a number of management positions at UBS including Head Offering & Delivery for UHNW in APAC, Global Head Offering and Sales Management for Wealth Management, and Global Head Strategy & Business Development for Wealth Management & Swiss Bank, based in Zurich.

He has an MBA from INSEAD France and is a graduate of Licentiate in Economics at the University of St. Gallen Switzerland.

Jeff See
Chief Operating Officer, Asia
Pictet Wealth Management

Jeff See joined Pictet in July, 2019. He has over 20 years of experience in the financial services industry, having worked in markets across four continents. Jeff started his career as a chartered accountant, moved into investment banking followed by group management and subsequently held COO and branch management roles in private banking.

Raks Sondhi
Managing Director
Independent Reserve SG

Raks Sondhi is the Managing Director and Singapore Country Head of Independent Reserve.

He has 20 years of experience in the Capital Markets industry. He started his career at Lehman Brothers and has also held leadership positions at Nomura, Chi-X, and Bloomberg.

Raks has been involved in Electronic Trading for the last 15 years across these firms. He has extensive experience working with banks, brokers, exchanges, and trading firms in the high frequency, market making arena as well as traditional Hedge Funds and Asset Managers.

Raks has had a keen interest in Cryptocurrencies and Blockchain which led him to Independent Reserve.

ssHe is from London, he has lived and worked in New York and Tokyo and has called Singapore home for the last 13 years.

Medhy Souidi
Head of FinTech & StartupXchange, Innovation & Ecosystems
DBS Bank (Hong Kong) Ltd

Medhy Souidi has been instrumental in leveraging digital technology to transform DBS Bank into the Digital Bank of Singapore. His Startup Xchange programme has matched 70 startups with colleagues across DBS, rolling out more than 25 emerging technology solutions. Medhy himself is big on the fintech scene as a regular speaker at major industry events and a member of the Fintech Association of Hong Kong. In 2019, Asian Private Banker named him Fintech Changemaker of the Year. Tatler recognized him as Gen T, one of the young leaders shaping Asia’s future in Finance and Technology.

Medhy is the founder and producer of the social media series WhatTheFinTech, a series of short videos offering insight, news and views on FinTech and the latest innovations. He also writes a weekly newsletter for 15,000 people at: https://www.linkedin.com/pulse/what-fintech-weekly-update-28-feb-2021-medhy-souidi

Peter Stein
CEO and Managing Director
Private Wealth Management Association

Mr. Stein has run the Private Wealth Management Association since December 2016. Mr. Stein previously worked for UBS AG where he oversaw the company’s Group Governmental Affairs for Asia Pacific and then served as Head of Regulatory Advisory & Relations, Asia Pacific. Prior to joining UBS AG, he was a senior editor and reporter in Hong Kong with The Wall Street Journal for more than 20 years, most recently as Hong Kong Bureau Chief and Associate Editor of the Asian edition. A native of New York City, Mr. Stein graduated with a Bachelor of Arts from Yale University.

Dr. Su Yang
Director, Head of Relationship Management
Huatai International

SU Yang works as head of relationship management in the PWM department of Huatai International. Leading a professional and diligent team, Su Yang and his RMs provide diversified investment, financing, and wealth management solutions to their clients, including family offices, major shareholders, and High-Net-Worth individuals. Su Yang has more than thirteen years of experience in the financial industry in Hong Kong and Mainland China. Before joining Huatai, he has worked in CICC and JPMorgan with intensive exposure to private and corporate clients in Greater China.

Su Yang holds a Doctorate Degree of Management from Hong Kong Polytechnic Unversity. He gains a Master's degree in Business Administration from the Chinese University of Hong Kong and a bachelor's degree in the Unversity of Science and Technology of China. He has been a visiting lecturer at Hong Kong Polytechnic University and taught “Personal Financial Planning” for the Master of Finance Program.

Tan Siew Meng
Regional Head of HSBC Private Banking, Asia-Pacific
HSBC

Tan Siew Meng was appointed Regional Head of HSBC Private Banking, Asia Pacific, in January 2017. She leads a team of 1,400 dedicated professionals across the region to serve the wealth needs of business owners and their families.

Siew Meng has more than 30 years of banking experience in a wide variety of management roles across Asia, culminating in her being recognised as Asian Private Banker’s Private Banker of the Year in 2019.

Prior to her current position, Siew Meng was the Regional Head of Global Trade and Receivables Finance for HSBC in Asia-Pacific. In this role, she managed the Bank’s trade and supply chain franchise across the region, along with HSBC’s Regional Receivables Finance & Commodity and Structured Trade Finance businesses.

Siew Meng joined HSBC in April 2004 as Director, Corporate and Investment Banking, Singapore, and was subsequently promoted to Head of Commercial Banking for Singapore in 2006. In 2011, she was appointed CEO of HSBC Mauritius, followed by CEO of HSBC Thailand in 2013.

Before joining HSBC, Siew Meng spent more than five years at Citibank, N.A., and held senior roles at Barclays de Zoete Wedd, and DBS Bank.

Siew Meng holds a Bachelor’s degree in Business Administration from the National University of Singapore.

Tee Fong Seng
Chief Executive Officer
Pictet Wealth Management Asia

Tee Fong Seng is a private-banking veteran with in-depth knowledge of the wealth management business across Asia. Before joining Pictet, he was Chairman of EFG Bank’s Asia Advisory Board and a member of its Global Board. He spent most of his career with Credit Suisse as Vice Chairman for Asia, CEO Hong Kong Branch and Head of Private Banking Singapore; and at UBS, where he was Head of Wealth Management South East Asia and Deputy Branch Manager for UBS Singapore.

Fong Seng is also Dean’s Fellow at the Singapore Management University’s Lee Kong Chian School of Business; a Board member of apVentures, a non-profit venture philanthropic organization; and a Distinguished Fellow (Wealth Management) of the Institute of Banking and Finance Singapore.

Fong Seng is a Chartered Management Accountant (ACMA, London) and holds a Bachelor of Business Administration from National University of Singapore.

Paul Thompson
Managing Director, Head of Hong Kong and the Philippines
J.P. Morgan Private Bank

Paul Thompson is a Managing Director and Head of Hong Kong and the Philippines market at J.P. Morgan Private Bank in Asia. Based in Hong Kong, Mr. Thompson leads his teams in delivering the firm’s investing, wealth transfer, credit and philanthropic services to the ultra-high-net worth clients in the region.

Mr. Thompson has more than 20 years of experience across multiple roles at JP Morgan. Prior to assuming his current role, he was the Head of Investments for Hong Kong and the Philippines where he lead a team responsible in providing portfolio management and advisory services for clients with investments across equities, fixed income, currencies and alternative assets. Prior to that, Mr. Thompson was the Team Leader for Sponsors, Philippines and Thailand markets. Through this role, he and his team advised clients on their wealth management needs, including lending, portfolio construction, investment management and the formulation of a comprehensive wealth plan that includes trust and estate planning for clients living in the Asia region.

Mr. Thompson joined J.P. Morgan in 2000 as an analyst. In 2002, he transitioned to the Proprietary Positioning Business. In 2004, he moved to the Private Bank as a portfolio analyst focusing on managing investment portfolios for ultra-high-net-worth individuals including trusts and foundations. He relocated to Hong Kong in 2007 to lead initiatives in Asia Business Strategy and the PB Asia Financial Sponsor Team.

Mr. Thompson received a B.A. from LaSalle University with a concentration in Marketing. He has served on the Asia Private Bank’s Advisory Council and represented Asia on the Global Advisory Council for the Private Bank. Mr. Thompson and his wife Maura currently reside in Hong Kong with their two children, Eve and Jack.

Wendy Tsang
General Manager, Wealth Management Division
Bank of East Asia Limited

Ms. Tsang has over 30 years- experience in investment and wealth management business, oversees sales and investment activities across different market regions and client segments. She is currently General Manager of Wealth Management Division of Bank of East Asia Limited, where she is in charge of both Private Banking and Investment Products Departments. Prior to joining Bank of East Asia Limited, Ms. Tsang worked for Bank of China (Hong Kong) Limited from 2008-2021 with primary responsibility for the setup and strategic development of private banking business. In early years, she had held various regional positions in product and sales for Chemical Bank, American Express Private Bank and Citibank.

Ms. Tsang was the Vice Chairman of Executive Committee of PWMA from 2016-2020 and a member of the PWMA Fintech Committee from 2018-2020. She also chaired the PWMA China Committee from 2018 to 2020 and is a co-chair of the PWMA China Committee in 2021.

Christine Williams
Deputy Global Head of Family Office
InvestHK

Ms. Christine Williams has over 15 years of proven working experience in Private Banking/ Wealth Management. She has been working directly with entrepreneurs, family offices and private equity funds from Asia to Europe with the focus in Greater China.

Christine worked in top tier banks, including UBS, JP Morgan, HSBC, DBS and BNP Paribas in Zurich and Hong Kong. Recently she held various positions where she led, developed, and managed family office business. She was Managing Director of Odyssey Group, Executive Director of BNP Paribas Private Bank, and Senior Director of DBS Private Bank.

Christine started her career as a portfolio manager. She later became clients’ trusted adviser and managed their overall banking matters. Starting from 2015, Christine started to work with family offices to set up and run business in Hong Kong. Thanks to all the roles she was offered, Christine gained extensive knowledge of investments, trust, tax, legal and regulations, and accumulated valuable resources and network. With clients’ interest in mind and armed with the knowledge, experience, and resources she has, Christine has the goal to help entrepreneurs, family offices and private equity funds to connect the dots and find holistic solutions.

Christine holds a Master degree in Finance. She speaks native Chinese and English.

Gabriel Wilson-Otto
Director, Sustainable Investing
Fidelity International

Gabriel Wilson-Otto is Director, Sustainable Investing, at Fidelity International.

Based in Hong Kong, Gabriel works closely with Fidelity’s investment professionals to integrate sustainability considerations into investment processes, develop proprietary sustainability ratings, identify long term sustainable investment trends and strategic opportunities, and represent Fidelity’s sustainable investment capabilities to clients.

Gabriel joined Fidelity in 2021 from BNP Paribas Asset Management where he was most recently Global Head of Sustainability Research. Prior to BNPP AM, he was an Executive Director in Goldman Sachs’ Global Investment Research division and Head of GS SUSTAIN for Asia.

Gabriel holds a Bachelor of Commerce (Finance and Economics) and a Bachelor of Information Systems from the University of Melbourne. He is a CFA charter holder.

Ivan Wong
Managing Director, Co-Head, North Asia
HSBC Global Private Banking

Ivan Wong is the Co-head for North Asia of HSBC Global Private Banking. He also represents HSBC in the Executive Committee of Private Wealth Management Association in Hong Kong and is currently the Chairman of PWMA’s Next Generation Committee.

Mr. Wong joined HSBC in July 2002. Before moving to Private Banking in 2015, Mr. Wong had assumed different regional leadership roles in sales and structuring within Global Markets division in Asia Pacific.

Prior to HSBC, Mr. Wong spent a total of 16 years in different management roles in marketing, structuring, and trading of derivatives and structured products as well as corporate banking and finance, in Citigroup and Chase Manhattan Bank.

Mr. Wong holds a Bachelors degree in Mathematics and Computer Studies from University of Hong Kong and an MBA from Chinese University of Hong Kong. He also completed the Advanced Management Program with Harvard Business School. He has been qualified as a CFA since 1994.

Karmen Yeung
Regional Tax Partner-in-Charge, Southern Region / National Head of Private Enterprise
KPMG

Karmen is the National Head of Private Enterprise of KPMG China. She advises private clients and family business on various matters including tax advisory to the asset ownership and investment structure, tax efficient operational model, wealth investment and family asset succession structure, pre-IPO and transaction tax advisory, tax compliance and risk management.

Karmen has been in the professional field for more than 20 years and has worked in many different cities in China. Currently, she is the Regional Tax Partner-in-charge of the Southern Region of KPMG. Karmen has served many public bodies, her roles include Council Member of Hong Kong Productivity Council, Committee Member of PRD Council of the Federation of Hong Kong Industries, Chairperson of the China Development Committee of the Taxation Institute of Hong Kong, Member of Advisory Board on Accounting Studies, The Chinese University of Hong Kong and Member of Finance and Administration Committee of Hong Kong Young Women’s Christian Association. She was the Past President of the Taxation Institute of Hong Kong. She is very active in advising governments on tax policy to promote a better investment environment in the GBA.

Isabel Zisselsberger
Head of Strategy & Performance for Financial Services, Hong Kong
KPMG

Isabel is a Partner in KPMG’s Consulting practice in Hong Kong. She has been with KPMG for 20 years and has experience in delivering banking business and technology consulting services in Europe and Asia. She runs the Strategy and Operations team for Financial Services in Hong Kong. She is also the client lead partner for a number of our banking clients and a leading member of the Wealth Advisory practice.

Across Wealth and Asset Management, she has supported private banks, boutiques and wealth/ asset managers with business and regulatory transformation covering the end to end client and relationship manager lifecycle, including topics such as onboarding, advisory framework, suitability, product and platform, cross-border, enterprise performance management, automation, talent management and reporting.

Recently she has worked with various banks on the redesign of their front office and customer servicing structure with an emphasis on the role of the RM and enhancement of customer as well as employee experience, whilst also enhancing cost effectiveness and efficiency through the implementation of digital solutions.

She has also worked with numerous large financial services institutions on their back office transformation programs. The programs were centred on transforming the target operating model for various functions, including outsourcing, people management, roles and responsibilities, organization design, location strategies, processes and controls, business intelligence, regulation, reporting and technology.