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
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. Ms. Leung was Executive Director responsible for the Investment Products Division from March 2015 to June 2016.

Prior to joining the SFC, Ms. Leung was the Under Secretary for Financial Services and the Treasury from August 2008 to December 2013. Before that, she worked with the Hong Kong Monetary Authority (HKMA) for 14 years, spending the last eight years as the Executive Director responsible for establishing offshore renminbi business development, financial cooperation with Mainland and other international regulators.

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
J.P. Morgan's International Private Bank

Nicolas Aguzin is CEO of J.P. Morgan’s International Private Bank and a member of the Operating Committee for the firm’s Asset & Wealth Management business.

Aguzin has held leadership roles spanning lines of business and geographies during his 30 years with J.P. Morgan, including serving as Chairman and CEO for the Asia Pacific region from 2012 to 2020. Previously, he was CEO of J.P. Morgan Latin America, where he also had direct responsibility for Investment Banking Coverage, Mergers & Acquisitions and Capital Markets in the region, and was the firm’s Brazil Senior Country Officer. Aguzin joined J.P. Morgan in 1990 as a financial analyst and held increasingly senior investment banking roles in New York and Buenos Aires before relocating to Hong Kong.

Aguzin is a member of the Board of Trustees of the Asia Society and Eisenhower Fellowships. He also serves on the Board of Directors for MercadoLibre, Inc, Latin America's leading e-commerce company, and is a member of the Asia Pacific Council of The Nature Conservancy.

Aguzin holds a bachelor’s degree in economics from the University of Pennsylvania’s Wharton School and is fluent in Spanish, Portuguese and English.

Alain Bernasconi
Chief Operating Officer, Private Banking Asia Pacific
Location Head, Private Banking Singapore
Credit Suisse

Alain Bernasconi is a Managing Director of Credit Suisse in the Asia Pacific Division, based in Singapore. He is the Chief Operating Officer of Private Banking Asia Pacific since March 2019 and the Head of Private Banking Singapore Location.

As the COO of Private Banking Asia Pacific, Alain partners with the business heads to develop and implement strategic business, product and infrastructure initiatives across the region. He oversees the definition of the business financial plans and manages initiatives regarding Headcount and Expense management.

His department manages the business support activities across the region to enable and facilitate front-to back business processes, and is responsible for the definition of the target operating model and the implementation of key framework such as AML and Investment Suitability.

Together with his team, he defines and oversees the business control landscape, and partners with Front Office to maintain a sound risk culture and a compliant business.

Alain actively partners with Change functions to digitalize the business and steer the change activities of the region, and is the sponsor of key regional projects.

He is a key member of the PB APAC Executive Committee and the chairperson of key APAC meetings such as the PB APAC Business Risk Committee Meeting.

As Head of Private Banking Singapore Location, Alain is responsible for the oversight of the Private Banking businesses and regulatory-related activities of the Private Banking employees based in Singapore. Alain represents Private Banking in the Singapore Management Committee and other country governance meetings and works with our stakeholders to manage and strengthen the relationship with the local regulator.

Alain first started his career in Credit Suisse Switzerland in 2000. He moved to Singapore in 2002 and became a Relationship Manager progressing then to a Team Leader and eventually a deputy Market Leader. In 2007, he moved to New York to attend the Executive MBA program of Columbia Business School and worked part time with Credit Suisse Private Banking in New York. In 2009, he joined Credit Suisse in Milan as COO for Private Banking Italy, the largest onshore operations of the bank's Private Banking division in Europe. In 2012, Alain joined Credit Suisse Asia Pacific as COO of Private Banking Southeast Asia.

Mr. Bernasconi holds a MBA from Columbia Business School and Master of Arts in Economics and Social Sciences from University of Fribourg, Switzerland. He is a Chartered Financial Analyst.

Brit Blakeney
Executive Director, Innovation and Ecosystems, Consumer Banking Group
DBS Bank (HK) Ltd

Brit Blakeney is Executive Director, Innovation and Ecosystems, Consumer Banking Group. Brit is a digital executive with over 20 years of experience. Prior to joining DBS, Brit was a Director at Dun & Bradstreet, leading its digital transformation. She has also held senior positions at major media and internet companies, such as AOL and Univision, and helped launch and run several successful internet and financial startups. Brit holds a bachelor’s degree from Georgetown University. She is on the digital banking committee of the FinTech Association of Hong Kong, a member of Women in Tech Hong Kong, and is a regular speaker at industry events across Asia.

Fan Choi
Head of Wealth Planning, North Asia
Union Bancaire Privée

Fan Choi is the Head of Wealth Planning, North Asia, based in Hong Kong.

With over 25 years of experience in serving Ultra High Net-worth Individuals and Families across multiple jurisdictions, Fan provides clients with advice and guidance on matters relating to estate planning, succession, asset protection, liquidity planning, trust and other fiduciary structure planning and administration, relocation, family governance and family business succession issues.

Prior to joining UBP, Fan practiced as a private client lawyer and was a partner in the Private Capital Group of the Hong Kong Branch of a major London international law firm. After leaving legal practice, Fan joined the Hong Kong branch of a large French private bank as Head of Asia Trust and Structure Administration, covering both Hong Kong and Singapore.

Fan holds a Latin Legum Baccalaureus from the University of Warwick, United Kingdom. She is a full member of the Society of Trust and Estate Practitioners (STEP) as well as a Certified Trust Practitioner (CTP) awarded by the Hong Kong Trustees Association. She holds an Advanced Certificate in Family Business Advising (ACFBA) and Certificate in Family Wealth Advising (CFWA) awarded by the Family Firm Institute Inc., Boston, USA (FFI).

Fan is an Executive Committee Member of the Hong Kong Trustees Association.

Nelson Chow
Managing Director, AllianceBernstein Hong Kong Limited, and
Chairman, HKIFA

Mr. Nelson Chow is Managing Director of AllianceBernstein Hong Kong Limited, where he is responsible for fund distribution in Hong Kong and China QDII.

Mr. Chow has extensive experience in the industry and led the team to win the Best Retail House Award 2016, 2018 & 2020 (Asia Asset Management), Greenwich Quality Leader 2019 (Greenwich Associates), Fund House of the Year Award 2013 (Asian Investor) and Metro Finance Hong Kong Leader Choice Award – Excellent Brand of Fund Management 2013, 2014 & 2015.

Before joining AllianceBernstein in 2004, Mr. Chow was the Director of a U.K. asset management firm responsible for fund distribution in Hong Kong and Taiwan.

Mr. Chow earned a bachelor’s degree in Finance & Economics from The University of Western Ontario, Canada and an M.B.A. in Finance from California State University – East Bay, United States. Mr. Chow is the incumbent Chairman of the Hong Kong Investment Fund Association and has been an Executive Committee Member since 2015.

Gordon Crosbie-Walsh
Chief Executive Officer, Asia
Equities First Holdings

Gordon Crosbie-Walsh is the Chief Executive Officer, Asia at Equities First Holdings.

Gordon has over three decades of financial services experience including Chartered Accounting, Equity research, Equity Sales as well as Investment Banking and Capital Markets.

Prior to joining EFH, Gordon spent well over a decade leading several Investment banking businesses including as Managing Director and Co-Head of Investment bank for CM Financial, Jefferies Asia, in addition as Head of Equity Capital Markets. Prior to Jefferies, Gordon was a part of the successful ECM/Syndicate team for JP Morgan.

In addition to his experience in Investment Banking/Capital Markets, Gordon spent over a decade in sales as the Managing Director and Head of Equities and Equity Sales (HK/China) for Deutsche Bank as well as Salomon Smith Barney.

Gordon earned his Bachelor’s Degree from Monash University (Chisholm) in Melbourne Australia.

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. His latest book is "Cowries to Crypto: The History of Money, Currency and Wealth".

Sebastian Enberg
Editor
Asian Private Banker

Sebastian is the editor of Asian Private Banker, a Hong Kong-based news and data provider whose primary focus is private wealth management in the APAC region. He is responsible for the firm’s content strategy, production and delivery, and oversees the design and execution of Asian Private Banker’s awards programmes. Sebastian is also a regular speaker and moderator at internal and external industry events. His postgraduate background is in Chinese foreign policy and regional security, and he has an undergraduate degree in music composition.

Jeff Floro
Head of Asia Sales
FE fundinfo

Jeff Floro is the Head of Asia Sales for FE fundinfo. Based in Hong Kong for the last 13 years, Jeff is responsible for FE fundinfo’s growth and business development for the Asia Market. Jeff works with Asset Managers and Fund Distributors to help disseminate, deliver, and analyse fund data and documents via FE fundinfo’s platforms and tools. Prior to FE fundinfo, Jeff was at Morningstar, KPMG, and a few technology firms. Originally from Chicago, IL USA, Jeff is an advocate for the Openfunds standard to standardize fund data globally. In his personal time, Jeff enjoys going on outdoor adventures with his 2 young children.

David Fong, BBS, JP
Managing Director
Hip Shing Hong (Holdings) Co Ltd.

Mr. David Fong is the Managing Director of Hip Shing Hong (Holdings) Co Ltd. Mr. Fong obtained a Master degree in Business Administration from The University of Hong Kong and an Honorary Fellow of City University of Hong Kong. Mr. Fong is currently a National Committee Member of CPPCC, an Honorary Trustee of Peking University and a member of the Board of Trustee of Jinan University.

Mr. Fong is also the Chairman of Hong Kong Strategy, Chairman of Betting and Lotteries Commission, Life Honorary Chairman of The Chinese General Chamber of Commerce, a Member of Hospital Authority Board, a Council Member of The Hong Kong University of Science and Technology, Vice-Chairman of Hong Kong Committee for UNICEF and an Executive Council Member & Trustee of WWF Hong Kong.

Mathieu Forcioli
Head of Asia Pacific
Moonfare

Mathieu is currently Head of Asia Pacific at Moonfare, a technology platform that enables individuals and their advisors to invest in top-tier private equity funds.

Mathieu was previously Head of Private Markets for UBS Wealth Management in Asia and was responsible for the distribution of Private Investments to HNWIs. Mathieu joined UBS in 2006 from Merrill Lynch in London as an Investment Banker. Mathieu holds a Master’s degree in Applied Mathematics for Finance from Ecole Centrale Paris.

Dr. Rebecca Gooch
Director of Research
Campden Wealth

Dr. Rebecca Gooch is the Director of Research at Campden Wealth. She oversees a range of global thought leadership projects on the ultra-high net worth, family office, and family business space. As the author of the well-respected Global Family Office Report, Dr. Gooch regularly publishes reports on family office cross-asset class investing, impact investing, philanthropy, next generation wealth succession, and more. American born, she moved to London, England from California in the early 2000s. With 20 years of experience, her career, which began in television and print media production, spans investing, research, market analysis, and thought leadership. The recipient of past research awards, she has a PhD in regulation and compliance from the London School of Economics, an MSc from Oxford University, and a BA from UC Berkeley, California. Her research is regularly profiled in major news outlets such as Bloomberg, Reuters, Financial Times, Forbes, and The Economist.

Kenny Ho
Founder and Managing Partner
Carret Private Investments, Ltd.

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. In 2020, he was selected by an independent panel of industry veterans as the winner of the “Outstanding Individual” in wealth management at the Fifth annual Wealthbriefing Asia Greater China Awards.

Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc.

Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University.

In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time, All-Conference High School tennis player.

Kenneth Hui
Head (Market Development)
Hong Kong Monetary Authority

Kenneth Hui is the Head of Market Development Division of the Hong Kong Monetary Authority (HKMA), in charge of the HKMA’s efforts to enhance Hong Kong's competitiveness as an international financial centre. Prior to joining the HKMA, Ken was a senior manager at the Investment Products Division of the Hong Kong Securities and Futures Commission (SFC), specialising in regulatory policies on retail funds and innovative retail investment products. During his time at the SFC, Ken was seconded to the Secretariat of the International Organization of Securities Commissions, where he was responsible for global OTC derivatives reforms.

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 SAR 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 and AML. Sumit covers all sectors of the Hong Kong SAR 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.

Karsten Kemna
Managing Director
CREALOGIX Asia-Pacific

Karsten Kemna joined CREALOGIX Asia-Pacific in mid-April 2020 as the new Managing Director and is responsible for the growth plan and the strategic development of CREALOGIX in this exciting region. Prior to CREALOGIX, he spent most of his career at Diebold Nixdorf (formerly Wincor Nixdorf), an IT solution provider for banks, as the leader of the company’s banking division in Asia Pacific. During this time he helped Nixdorf to achieve a significant market position while at the same time diversifying the business towards software and services. Most recently, Kemna was Managing Director of the core banking software company ERI Bancaire in Asia-Pacific.

Kamran M. Khan
Head of ESG for Asia Pacific
Deutsche Bank

Kamran Khan is Deutsche Bank’s Head of ESG for Asia Pacific, with responsibility for defining and executing the bank’s ESG strategy across all business divisions in the region. He is a member of the Global Sustainability Council of Deutsche Bank.

Prior to joining Deutsche Bank, Mr. Khan established Infra-Tech Capital, an impact fund investing in companies utilizing technology to provide infrastructure services and achieve UN Sustainable Development Goals. He was also appointed by the Obama White House to serve as the head of global investments and operations at the US Millennium Challenge Corporation, where he managed a USD 10bn portfolio and led a USD 1.5-2bn annual investment program globally.

Previously, Mr. Khan held senior executive roles at the World Bank and helped establish the World Bank Group regional hub in Singapore, comprising the World Bank, International Finance Corporation (IFC) and Multilateral Insurance & Guarantee Agency (MIGA). Prior to his time at the World Bank, Mr. Khan worked on M&A transactions and advisory mandates at JP Morgan and LEK. He also served as a US Foreign Service Officer with the US Agency for International Development (USAID), where he led operations for the project finance and guarantees facility.

Mr. Khan served as an Advisor on Infrastructure Finance to APEC, ASEAN, and the G-20. He is a member of the Senior Advisory Board at Fudan University Fintech Centre in Shanghai with a mandate to advise on Belt and Road Initiative projects. He has also served on the Board of Advisors at a variety of market-leading companies using technology to achieve ESG goals. He is a frequent speaker at events such as World Economic Forum, ASEAN Summit, APEC Summit, and in major international media.

Mr. Khan holds an MBA from the University of Chicago Booth School of Business, and an MS in Applied Economics and Master of Government Administration from the University of Pennsylvania. He received his BS in Economics from George Mason University.

Eugenia Koh
Head, Sustainable/Impact Investing and Engagement Strategy, Private Banking & Wealth Management
Standard Chartered Bank

Eugenia Koh is Head of Sustainable/Impact Investing and Engagement Strategy at Standard Chartered Bank. She is also a key member of the global Strategic Solutions Proposition team, which works closely to help frontline colleagues drive an increased focus on the private bank’s top, next and new 100 clients globally.

In her role, she is responsible for the development and implementation of the sustainable investing proposition for clients, alongside driving overall client and employee engagement. As part of client engagement, she runs the Future Global Leaders Programme, developed specifically for the bank’s ultra-high-net-worth next generation clients.

Prior to joining the Bank, she worked in the COO team at Barclays, and was responsible for communications, client insights, employee engagement for the private bank in Asia, Middle East and Africa. She was also tasked with evaluating and exploring the implementation of an impact investing platform for Barclays in Asia.

She started her career at Weber Shandwick, and worked on a number of award winning public relations campaigns spanning thought leadership to corporate social responsibility.

She is author of “Dawn Kwan. Art Awakening”, a chronicle of child prodigy Dawn Kwan’s journey as a child artist, which is available in all National Libraries in Singapore.

Chi Man Kwan
Founder and CEO
Raffles Family Office

Chi Man Kwan is the CEO and Founder of Raffles Family Office (RFO). Mr. Kwan founded Raffles Capital Holdings in 2014 and later expanded the company to include Raffles Assets Management, Raffles Properties and Raffles Corporate Services.

As the CEO of RFO, Mr. Kwan oversees the strategic development and management of RFO’s business. He has over 15 years of banking and management experience in various international financial institutions. Prior to this, he was a private banker at BNP Paribas and Standard Chartered Bank.

Mr. Kwan holds a Bachelor’s degree in Economics and Business Management from Lancaster University.

Irene Lee
Co-Chair, Regtech Committee, Fintech Association of Hong Kong, and
Director, Compliance & Operational Risk Control, UBS AG

Irene is the Compliance Director in UBS AG who brings a wealth of expertise and leads in various areas such as regulatory technology (Regtech), wealth management product compliance, regulatory change governance. She is a talented and seasoned executive with over 10 years of extensive compliance experiences in financial sectors including private bank, commercial bank and insurance company. Ms. Lee has spearheaded compliance efforts in the bank's digitalization and Regtech initiatives. Ms. Lee's primary interests lie in the application of Regtech solutions in the Greater Bay Area to aid compliance monitoring and data analytics.

Jimmy Kong Eng Lee
Member of the Executive Board, Head Asia Pacific
Julius Baer

Jimmy Lee is Head Asia Pacific of Bank Julius Baer responsible for overseeing the development and management of the Julius Baer franchise in Asia. Joining the firm in 2015, he was also appointed a Member of the Executive Board from 2016.

Having worked at Credit Suisse Group for a total of eleven years, Jimmy was most recently Market Group Head Hong Kong at Credit Suisse. Previously, he acted as Chief Executive Officer Asia of Clariden Leu from 2009 to 2012 and headed the integration of the bank into Credit Suisse in the Asia Pacific region in 2012/13. Prior to that, he was Head Private Wealth Management Southeast Asia / South Asia at Deutsche Bank for five years and also held a number of other top management positions in the financial industry in Asia.

Jimmy holds a Bachelor of Business Administration with Honours from the National University of Singapore.

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. Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of Ultra High Net Worth in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.

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), and is a member of the Policy Research Committee of the Hong Kong Financial Services Development Council (FSDC). She is also 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.

Paul McSheaffrey
Partner, Head of Banking & Capital Markets
KPMG Hong Kong

Paul has over 15 years’ experience in Hong Kong serving a wide range of financial institutions, having previously worked for KPMG in the UK for eight years.

As the Head of Banking & Capital Markets, Paul has worked with a variety of clients in Hong Kong and across Asia advising them on a range of matters. Paul’s clients comprise institutions in retail/commercial banking, private wealth management and investment banking with a particular focus on international groups’ operations in Asia. Paul has worked extensively on the audits of large financial institutions in Hong Kong and regularly advised on financial reporting matters.

Paul oversees relationships and all services across his clients with a personal focus on advising clients how to strengthen and improve their governance, risk management and compliance processes, particularly in relation to matters around Conduct Risk In the past he has advised clients on IPO sponsor processes, financial crime and reporting, both regulatory and external.  Paul regularly engages with regulators, principally the HKMA, sharing views on industry and client matters.

Paul is Treasurer of the British Chamber of Commerce and a member of the Private Wealth Management Association Accreditation and Examination Committee.

Vivek Mohindra
Co-Founder & Responsible Officer
Kristal.AI

Vivek Mohindra is the Co-Founder & Responsible Officer of Kristal.AI. Vivek has over 20 years of experience in trading and investing in Asian credit markets, including complex and structured products. He is also a popular speaker in the fintech sector and recognized as one of the most-viewed finance professionals in Hong Kong by LinkedIn.

Sonjoy Phukan
Global Chief Operating Officer
Bank of Singapore

Sonjoy was appointed Global Chief Operating Officer of Bank of Singapore on 1 February 2017. He is responsible for the bank’s change and transformation programs and ensuring all global platforms comply with regulatory requirements.

Prior to joining Bank of Singapore, Sonjoy served as the Chief Operating Officer for Asia, Middle East and Africa Offshore, and more recently as the Deputy CEO for the Asian wealth business based in Singapore at Barclays Wealth.

Sonjoy had previously worked for Barclays in London where he was Market Head for the Africa Offshore and NRI business in EMEA; and. He had has also held senior roles at Goldman Sachs’ and JP Morgan Chase.

He has an MBA from the London Business School and a First Class Bachelor’s degree in Computer Science from Trinity College Dublin.

James Quinn
Managing Director
Q9 Capital

James Quinn is the Managing Director of Q9, a full-service digital asset platform serving private wealth individuals, family offices and corporates.

James is a seasoned leader and entrepreneur having led financial services businesses and new ventures across multiple asset classes in Asia, North and South America. He has almost 25 years of experience in capital markets with a focus on client service, trading and risk management.

Before joining Q9, James was Head of Markets at Kenetic Capital, a crypto and blockchain focused firm in Hong Kong, and previously served as Managing Director at Deutsche Bank in equity derivatives, leading their index trading business across APAC. He has also held senior positions at Credit Suisse, and The MTI Company.

James holds a Masters of Business Administration (MBA) from the University of Chicago Booth School of Business in analytical finance, statistics and economics.

Avril Rae
Fintech Advisor

Fintech advisor with over 20 years IT experience covering, Design, Implementation, Service, Business Development, Strategy, Building teams, Partnerships and Ecosystems. She enjoys learning and sharing insights on emerging technology, digitalisation and key trends changing the way we do business and interact globally. From Digital identity and the use of blockchain to APIs, Data and Open Banking.

Starting her career as a Hardware Engineer, she has navigated client facing roles from Service Management, Solution Sales to Strategy and Consultancy, supporting the Financial Services Industry. A founding member of the Fintech Association in Hong Kong, Avril currently represents the British Chamber of Commerce as Vice chair for the Innovation and Technology Committee.

Peter Stein
Managing Director
Private Wealth Management Association

Mr. Stein has been Managing Director of 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.

Adeline Tan
Wealth Business Leader, Hong Kong
Mercer

Adeline leads Mercer’s Wealth business in Hong Kong.

Adeline’s move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson) in the UK. Her most recent role was primarily focused on delivering whole fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. In 2008, she returned to the UK after a secondment to the Shanghai office in 2007.

She focuses on investment and actuarial consulting, specializing in the areas of long term investment strategy, DB/DC pension design, asset liability studies, dynamic de-risking, performance monitoring and portfolio construction.

She serves a broad clientbase including corporations, wealth managers and public funds.

Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Brian Tang
Founder, ACMI and LITE Lab@HKU, and
Co-Chair, Regtech Committee, Fintech Association of Hong Kong

BRIAN W TANG is an innovator, educator and ecosystem builder who has worked in the confluence of regulation, technology and finance in Hong Kong, New York, Silicon Valley and Australia. After a career at global investment bank Credit Suisse and Wall Street law firm Sullivan & Cromwell, Brian founded ACMI and is founding executive director of LITE Lab@HKU, an interdisciplinary and experiential programme that fosters law, innovation, technology and entrepreneurship (LITE) at HKU's Faculty of Law.

Brian is a globally recognized author, speaker and authority in:
● Fintech/ Regtech – Founding co-chair of the Fintech Association of Hong Kong’s Regtech Committee; Co-founder of APAC Regtech Network; Principal lecturer for the world’s largest FinTech MOOC with more than 75,000 learners worldwide on edX; organiser of World Regtech Summit; Advisory Board of HKU Fintech Index Series
● Lawtech - Steering Committee Member of Asia Pacific Legal Innovation and Technology Association (ALITA); Organiser of LegalRegtechHack in conjunction with Global Legal Hackathon Hong Kong
● AI governance – Member of IEEE’s Global Initiative on Ethics of Autonomous and Intelligent Systems Policy Committee and SMU-Microsoft Asian Dialogue on AI Governance

Brian is co-author of Wiley’s The FinTech Book, The RegTech Book, The AI Book and The LegalTech Book.

Corey Thompson
Head of Digital Product, Wealth and Personal Banking, Hong Kong
The Hongkong and Shanghai Banking Corporation Limited

Corey Thompson is an accomplished executive leader with deep business experience in digital financial services. As Head of Digital Product for Wealth and Personal Banking at HSBC, Corey is responsible for the banks’ mobile banking, online banking, digital security and public website propositions, in Hong Kong. Prior to joining HSBC, Corey was the Head of Digital Strategy for Manulife in Asia, where he led the design and implementation of digital platforms across 10 Asian Markets. Prior to Manulife, Corey spent 5 years at Citi in a range of roles, most recently as Head of Banking and Wealth Management Product; and prior to Citi, he was Senior Product Manager at E*TRADE Australia. Corey is the Co-Chair of the Fintech Association of Hong Kong’s Digital Banking & Payments Committee and is a passionate supporter of the Hong Kong Fintech ecosystem.

Hugo van Kattendijke
Managing Director, Wealth Management, Head Financial Intermediaries APAC
UBS

Hugo is the Head Financial Intermediaries APAC, UBS. He has lived and worked in Asia over 20 years, predominantly in Hong Kong and Singapore. Over the last nine years at UBS Hugo has worked in a range of client facing and managerial roles, including as Head Asset Servicing APAC where he was responsible for the transformation of a start-up business in the region into a robust platform for delivering the service and infrastructure needs of sophisticated Wealth Management clients. He was appointed to his current role in March 2018.

Prior to joining UBS Hugo worked at Harcourt Investment Consulting as regional head for APAC. He holds an MBA from INSEAD and an M.Sc. in Econometrics from the Erasmus University of Rotterdam.

John CW Wong
Partner, China Family Business and Private Client Services Leader
PwC Hong Kong

John is the China Family Business and Private Client Services Leader. He has more than 30 years of experience specializing in helping high net-worth individuals and families primarily based in Asia Pacific with Chinese and other nationalities to devise tailor-made tax planning, family wealth and business succession planning to achieve the specific personal and family goals of such clients by using trusts, insurance and other appropriate structures for the implementation of such planning as well as setting up Family Offices and devising family governance and constitution.

He has extensive experience in advising various China and Hong Kong based international financial institutions and trustees and is also a frequent speaker at wealth forums and tax seminars.

Dr. Andy Xie
Independent Economist

Dr. Andy Xie is an independent economist and guest columnist for Caixin Media and South China Morning Post. Bloomberg Magazine selected him one of 2013 top 50 most influential persons. China's First Finance picked him as China's public economist of the year in 2011. The Institutional Investors poll voted him the number one economist in Asia Pacific between 2000-06. The World Economic Forum and China Central Television picked him one of the top ten future leaders in China in 2013. He predicted the bursting of the 1997 Asian Financial Crisis, the 2000 dotcom bubble. and 2008 credit bubble. In 2007 he predicted the beginning and the bursting of China's A-share bubble. Dr. Xie's predictions and relevant analyses were all published as research reports at the World Bank, Morgan Stanley, South China Morning Post, Caijing Magazine, and the New Century Weekly. He began his career as an economist at the World Bank between 1990-95 where he worked on industry, trade, banking, and telecom related assistance projects in Indonesia and other Pacific Island countries. Between 1995-97 he was an associate director at Macquarie Bank in Hong Kong and Singapore. He joined Morgan Stanley in 1996 and worked there until 2006. Dr. Xie received his M.S. in Civil Engineering in 1987 and Ph.D in economics in 1990 at M.I.T.

Lok Yim
Managing Director
Head of International Private Bank (IPB) – Asia-Pacific, Deutsche Bank
Chief Executive Officer, Deutsche Bank AG, Hong Kong Branch

Lok Yim joined Deutsche Bank in 2007 as Head of Investment Solutions, North Asia and Head of Business Management. In 2009, Lok was then made Head of Wealth Management Coverage for North Asiaand in 2016, he was appointed Head of Wealth Management for Asia Pacific.

Lok was appointed Head of Wealth Management for Emerging Markets in 2018and made the Head of International Private Bank (IPB) for Asia-Pacific in June 2020 following the formation of IPB.

In addition to his current role, Lok was named ChiefExecutive Officer for Deutsche Bank AG, Hong Kong Branchin 2018. In this capacity, he is responsible for the management and governance of all of the bank’s business and operations in Hong Kong.

Lok is currently a member of Global IPB Executive Committee and the Asia Pacific Executive Committee.

Prior to joining Deutsche Bank, Lok held various roles at Citigroup over 11 years in both a Wealth Management and Investment Bank banking capacity across London, Switzerland and Hong Kong.

Lok holds a Masters Degree in Classics, Gonville and Caius College from Cambridge University.

Daniel Yu
Founder & CEO
Bondlinc

Daniel is the Founder and CEO of Bondlinc. He has nearly 20 years of experience in the financial industry including investing and building platforms in credit, equity, asset-liability management, direct investments, and fintech. He has worked in New York, Singapore and is currently based in Hong Kong.

Daniel finished his 10-year tenure at Overseas Chinese Banking Corporation, as the Treasurer for the Hong Kong Branch. After successfully building the credit trading platform at OCBC Bank in Singapore, he was assigned to Hong Kong to drive the board’s mandate of building the branch as the North Asia Treasury centre.

Daniel joined OCBC Bank in July 2008 as the Head of Credit Trading in the Global Treasury Division. Over the course of eight years, he transformed the passive SGD bond portfolio into a profitable multi-currency market-making and trading platform. He managed the $1bn USD bond portfolio focused on Asia, CEEMEA and Latin America that invested in investment grade, bank capital and high yield bonds.

Before being recruited by OCBC, Daniel was Head of Asia High Yield Credit Trading at J.P. Morgan in Hong Kong (2008). As an active trader, he dramatically increased sales and trading volumes of bonds and credit derivatives to make J.P. Morgan one of the global leaders in the high yield space.

Sascha Zehnter
Managing Director and Head of External Asset Managers (EAM) Asia Pacific
Credit Suisse Private Banking

Sascha Zehnter is Managing Director and Head of External Asset Managers (EAM) Asia Pacific for Credit Suisse Private Banking. Based in Singapore, he is responsible for the development and growth of the EAM business in Asia Pacific.

Mr. Zehnter has been with the EAM business for more than 10 years and was instrumental in shaping and developing the EAM business in Central, Northern and Southern Europe. He was also responsible for developing the Private Label Fund business in Luxembourg.

Mr. Zehnter joined Credit Suisse in 2002 as Head of EAM Market Germany, after having worked at Deutsche Bank as Head of the Wealth Management Department.

Prior to that, Mr. Zehnter worked as a fully licensed independent asset manager in Germany from 1998 to 2002. He brings with him over 20 years of global banking and asset management experience across a wide spectrum of senior management and client coverage roles.

Mr. Zehnter holds a degree from the Frankfurt School of Finance & Management.