Professor Chan, 57, was Dean of Business and Management in the Hong Kong University of Science and Technology (HKUST) before he was appointed Secretary for Financial Services and the Treasury in July 2007. Prior to joining the HKUST Business School in 1993, Professor Chan had spent nine years teaching at Ohio State University in the United States.

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

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

Ms. Alexa Lam is the Deputy Chief Executive Officer of the Securities and Futures Commission (SFC) and Executive Director, Investment Products, International & China. Her role covers the regulation of the Hong Kong retail investment products market, SFC's policies on international engagements, and market development in Mainland China and Hong Kong.

Ms. Lam promotes actively financial co-operation between the Mainland and Hong Kong, working closely with Mainland regulators and government authorities on new capital market reform policies and rules. She is one of the principal architects of the development of Hong Kong's offshore RMB business and RMB investment products.

Major initiatives led by Ms. Lam include:

• Initiating a new Products Handbook, including Hong Kong's first Unlisted Structured
  Investment Products Code
• Encouraging product innovation, covering exchange-traded funds, structured funds,
  real estate investment trusts and RMB-denominated funds
• Promoting Hong Kong as an offshore RMB centre including advocating the RMB
  Qualified Foreign Institutional Investors (RQFII) program
• Engaging Mainland authorities on mutual recognition of funds between Hong Kong
  and the Mainland

Ms. Lam plays a significant role in international regulatory initiatives. She co-chairs, with the Director of Banking Supervision and Regulation of the US Federal Reserve Board, the Working Group on Margining Requirements of the Basel Committee on Banking Supervision and the International Organization of Securities Commissions.

Outside the SFC, Ms. Lam performs a wide range of public service. She sits on the Asian Institute of International Financial Law Advisory Board of the Faculty of Law of the University of Hong Kong, advises the Hong Kong Trade Development Council on promoting Hong Kong's financial services and works in the Steering Committee for the Asian Financial Forum, Hong Kong's flagship financial market annual conference.

Qualified as a lawyer in Hong Kong, New York and the UK, Ms. Lam has 20 years of experience in corporate and commercial law practice in Hong Kong, Chicago and New York prior to joining the SFC.

Mark Austen is the Chief Executive Officer of ASIFMA. Since joining ASIFMA in 2012, he has led the expansion of the association to encompass Equities, Compliance, Post-Trade and Asset Management in addition to its original division for Fixed Income, and its membership has grown to over 70 firms. Mark's key objectives at ASIFMA are to expand its product divisions, continue to build a broad membership base and further strengthen its ability to act as a collective voice for the industry. Mark was formerly with the Association for Financial Markets in Europe (AFME) as Chief Operating Officer. He joined AFME (then called The Bond Market Association or TBMA) in 2005 to head up the European Primary Dealers Association (EPDA), which addressed issues of specific interest to government bond markets. He is an active member of the board of the Global Financial Markets Association (GFMA) where he represents the Asian perspective on global regulatory issues.

Mark holds an LL.M. from the London School of Economics and an LL.B. from Osgoode Law School in Toronto.

Isabella Chan is the Head of Retail Business, Greater China & South East Asia, of Franklin Templeton Investments and is responsible for overseeing the distribution of the group’s retail offerings in Greater China and Southeast regions.

Ms. Chan joined Franklin Templeton Investments in 2000 during which she has held various positions within the firm, including network manager for Emerging markets team and fund treasury management roles for Asia. She is also a member of the Executive Committee of the Hong Kong Investment Funds Association.

Ms. Chan has been in the asset management and financial services industry for over 15 years. Prior to joining the Franklin Templeton Investments, Ms. Chan headed the Client Service and Fund Administration team at HSBC Asset Management (HK) Limited.

Ms. Chan holds a Master of Business Administration from Australian Graduate School of Management, University of New South Wales and Sydney University, a Bachelor of Laws (LLB) from University of London, and a Bachelor of Business Administration from Simon Fraser University in Vancouver, British Columbia, Canada.

Dean Chisholm is Regional Head of Operations for Asia Pacific. In this capacity, he oversees the investment operations and transfer agency functions of Invesco in Asia Pacific. Invesco's main presences in Asia Pacific are in Greater China (PRC, Hong Kong, Taiwan and Singapore), Australia, Japan and India, through a new joint venture and offshore center. Mr. Chisholm has held a number of operations and internal audit roles in Asia Pacific during his period at Invesco. Mr. Chisholm is the Supervisor of Invesco Taiwan, Trustee of the joint venture retail funds in India and has been the Supervisor of Invesco's Chinese fund management Joint Venture and the Statutory Auditor in Japan. He is a recognized industry expert, regularly speaking at a number of industry events and playing a number of roles in industry bodies. In 2012 Asian Investor recognized him as COO of the Year.

Prior to joining Invesco, Mr. Chisholm was an audit manager at PricewaterhouseCoopers in London and Hong Kong from 1984 to 1993. He is a Vice Chairman of the OMGEO Hong Kong Advisory Board and past Chairman of Hong Kong Securities Industry Group.

Mr. Chisholm received a Bachelor of Science degree in Monetary Economics from The London School of Economics. He is a Fellow of the Institute of Chartered Accountants of England and Wales and is an Associate of the Hong Kong Institute of Certified Public Accountants.

Steve Chiu is Vice President, Investment Funds, Manulife (International) Limited, responsible for the Company’s investment funds business. He also sits on the board of Manulife Asset Management International Holdings Limited. Mr. Chiu spearheads the sales and marketing of wealth management products. Under his leadership, the department also provides support to the fund and pension platforms.

Mr. Chiu has more than 20 years of working experience in the financial services industry and extensive knowledge of wealth management products. He plays a key role in developing the investment funds business and to devise personalized solutions to the Company’s large and expanding customer base.

Mr. Chiu was most recently Managing Director at the Hong Kong subsidiary of one of the largest Mainland China asset management companies. Prior to that, he filled senior-management roles with a sizeable insurer and one of Hong Kong’s largest banks.

He holds a Bachelor of Science degree from the University of Hong Kong and a Master of Business Administration degree from the Hong Kong University of Science and Technology. He is a Chartered Financial Analyst and a Certified Financial Planner. Mr. Chiu is currently the Board member of the Institute of Financial Planners of Hong Kong and a member of the Executive Committee of the Hong Kong Investment Funds Association.

Ms. Christina Choi is the Senior Director of Investment Products Division of the Securities and Futures Commission of Hong Kong. Her role is to lead the Investment Products Team within the division having responsibility for supervising the authorisation and supervision of collective investment schemes and all other investment products (including unit trusts, mutual funds, ETFs, REITs, QFII and RQFII funds etc) authorised by the Commission under section 104 of the Securities and Futures Ordinance. She also plays a key role in the design and execution of products policy, in particular policy in relation to engagement with Mainland China and the development of Hong Kong’s RMB investment products platform and RMB product offerings.

Ms. Choi has been with the SFC since 2005. She has extensive experience in relation to regulatory requirements and policies relating to investment products both in Hong Kong and internationally. Ms. Choi represents the SFC in the Committee on Investment Management (Committee 5) of IOSCO on and in the ETF Subgroup of such Committee to develop regulatory principles for ETFs.

Ms. Choi is a member of the SFC Products Advisory Committee and Committee on Real Estate Investment Trusts. She is also one of the SFC senior representatives sitting on the CSRC QDII product experts committee.

Before joining the SFC, Ms. Choi was a Partner of the Corporate Group of the international law firm Clifford Chance. She is a qualified solicitor in Hong Kong and in England.

Sean is a Partner in our Customer consulting practice, where he leads our Customer proposition across Hong Kong and China. Sean specialises in helping clients transform their business around the customer through leveraging sophisticated customer insights and analytics.

Sean has over 15 years consulting experience in Customer Experience, Sales & Marketing and customer analytics covering markets in Australia / NZ, Singapore, Hong Kong, China, London and USA.

Sean's prior roles include PwC Global Revenue Growth Director based in London and Marketing & Customer Intelligence leader for a major professional services company. Sean started his career at Westpac where he was involved with key change implementation and merger integration activities.

Sean is married with 3 children.

Ms. Donna Cotter was appointed Vice President and Head of Wealth Management, Asia in June 2013. Her team is responsible for setting Manulife's wealth management direction, goals and strategic plans for the region. The team also manages and develops regional mutual fund platforms and oversees marketing strategies for the wealth management business across the region.

Prior to joining the Asia Wealth Management team in 2011, Ms. Cotter was a member of Manulife Asia's Corporate Development team. In this role she led merger and acquisition projects in Asia, including identifying and screening potential targets, valuation, due diligence, project management, deal structuring and senior management and board approvals. From January 2003 to December 2009, Ms. Cotter also had various roles in Manulife’s Canadian Division, including in Pensions Operations, Manulife Securities and Individual Wealth Management.

Ms. Cotter received a Bachelors of Commerce (Finance) from the University of Ottawa, Canada in 1998 and was awarded the Chartered Financial Analyst (CFA) designation in 2002. She is presently a member of the Board of Directors for Manulife Global Fund and the President Commissioner of Manulife Asset Management Indonesia.

Lieven Debruyne is Chief Executive Officer of Schroder Investment Management (Hong Kong) and Head of Intermediary, Asia Pacific.

He started his investment career in 1993 in the United States with MeesPierson Capital Management. He moved to Hong Kong in 1994 as Asian fund manager and was promoted to Chief Investment Officer in 1998. In 1999 and 2000, Lieven worked in Paris for the same firm, rebranded as Fortis Investments. Lieven joined Schroders in London in 2000 as Head of Asian product and business development until moving to Hong Kong for the second time in 2005.

Mr. Debruyne holds a Master of Science in Economics, Erasmus University, Rotterdam, The Netherlands.

He is an Adjunct Professor, Faculty of Business Administration, The Chinese University of Hong Kong.
He is a Member of the Products Advisory Committee of Securities and Futures Commission.
He is a Member of the Corporate Advisory Council of The Hong Kong Securities and Investment Institute.

Dany is Head of Group Funds at Standard Chartered Bank’s Wealth Management unit.

He has overall responsibility for developing and managing the Bank’s fund platform across all asset classes and segments – from traditional fund managers overseeing equity, fixed income and balanced, multi-asset portfolio strategies to liquid alternative strategies.

Dany joined Standard Chartered Bank in July 2009 and has over 20 years of experience in the banking sector.

He was previously with Lombard Odier in Geneva and Singapore where was a Vice President/Analyst in the Funds of Hedge Funds unit. His mandate included sourcing, analysis and selection of hedge fund managers globally for the private bank’s in-house funds of funds. Dany started his career in the Geneva-based private bank in 1991.

Dany is a graduate of the Superior Institute of Banking in Geneva. He is also a Chartered Financial Analyst.

Ged Fitzpatrick is Senior Executive Leader, Investment Managers and Superannuation at the Australian Securities and Investments Commission. In this role Ged is responsible for the regulation of fund management, custodial services and the non-prudential aspects of superannuation funds. He was previously Senior Executive Leader for Credit at ASIC, where he was responsible for non-bank lenders and intermediaries operating under the credit legislation.

Ged has experience in a variety of regulatory, policy and advocacy roles. Prior to joining ASIC he was General Manager, Policy & Government Relations with the Financial Planning Association of Australia, dealing with a range of issues including superannuation, investment, credit and margin lending. He is a former Secretary General of the Institutional Money Market Funds Association and International Policy Adviser for the Investment Management Association in London. Previously, Ged undertook a range of supervisory and regulatory roles with the Bank of England and the UK Financial Services Authority, including extensive international work, particularly through IOSCO and European fora.

Elaine Lai joined HSBC in 2013 as Head of Wealth Development, Retail Banking and Wealth Management, Hong Kong. She is responsible for establishing the strategy and implementation tactics for investment and deposit products. Elaine joined HSBC with 20 years proven track record in asset management, institutional banking, private banking, wealth management and treasury. She has worked in Shanghai and Beijing before returning to Hong Kong in 2010.

Bruno Lee is the Regional Head of Retail for Asia Pacific ex Japan of Fidelity Worldwide Investment. Located in Hong Kong, he has over 20 years of experience in the asset management and wealth management business. He is responsible for the growth and profitability of the Personal Investing business, with key focus on existing business in Hong Kong and Taiwan, and on assessing other potential market opportunities.

Bruno began his career at Fidelity Worldwide Investment in 1991 holding various posts in Hong Kong and Taiwan. Between 2004 and 2005, Bruno was the Chief Executive Officer of Invesco Taiwan Limited. He joined HSBC in 2006 as the Regional Head of Wealth Management Asia Pacific, where he was responsible for the development and implementation of customer propositions and product strategies for the deposit, investment and insurance distribution business. In January 2012, he rejoined Fidelity Worldwide Investment.

Bruno is a member of the Executive Committee and the chairman of the Unit Trust Subcommittee of the Hong Kong Investment Funds Association (HKIFA). He also represents the Association to serve as a member of the IEC Advisory Committee of the Securities and Futures Commission (SFC).

Bruno holds a Bachelor of Arts (Hons) from the University of Calgary in Canada and a Masters of Science in Investment Management from the Hong Kong University of Science and Technology.

Mr. McShane is the Chief Regulation & Policy Officer and Executive Director of the Mandatory Provident Fund Schemes Authority. He heads the Regulation and Policy Division, which is responsible for investment regulation, policy development, legal services and research & statistics. He currently is the Chairman of the Technical Committee of the International Organisation of Pension Supervisors.

Prior to his time at the MPFA, he held various senior regulatory roles with the Australian Securities Investment Commission (ASIC) and before that he also worked with the Investment Management Regulatory Organisation Ltd. (IMRO), the former fund management regulator in the United Kingdom. Prior to his regulatory roles he practised as a Barrister in Australia.

Yoon is the Asia Research Director with Cerulli's Singapore office and heads up research efforts in the region. She joined the Singapore office in 2006 before moving to London in 2008 to help set up the European practice. She has worked on an extensive range of topics from retail to institutional and has a strong foundation in quantitative analysis.

Terry Pan, managing director, is the Head of the Hong Kong Business and the China QDII funds business of J.P. Morgan Asset Management. He is primarily responsible for fund distribution.

Pan has more than 20 years of industry experience in asset management and financial services. He began his career in 1994 at J.P. Morgan Asset Management and held a number of roles across different functions including client advisory services, investment communications and marketing. In 2000, he joined PCCW’s 2cube Securities as Vice President, Sales and played a key part in launching one of the first online trading portals in Hong Kong. He later assumed the role of Sales Director at Hutchison CSFB.

In 2003 Pan rejoined J.P. Morgan Asset Management as Head of Intermediary Sales and was later promoted to Head of Retail Business in Hong Kong and Macau, a position he held for four years before taking up his current role.

Pan obtained a BA in finance and real estate from Southern Methodist University and an MBA from Royal Holloway, University of London. He is also a holder of the CFA designation.

Ian joined HSBC in 1998 as Head of Fund Administration, where he was instrumental in designing and implementing HSBC's fund administration proposition. His role now includes responsibility for HSBC's Fund Services product function, including product strategy, development and management.

Over the last 30 years, Ian has been involved in creating and delivering a large number of service solutions for investment manager, life company and pension fund communities. Prior to launching the fund administration service, Ian spent 14 years with the WM Company in a variety of product and relationship management roles before taking on responsibility for their fund administration services.

Ian has an MA (Hons) degree in Economics and is a member of the CFA Institute.

Philip Tso is Towers Watson’s Head of Investment for Hong Kong. He joined Towers Watson Hong Kong in 1996 after graduating from Canada.

Philip is responsible for advising institutional clients on full range investment related services including investment strategy, asset allocation, benchmark design, manager structure, selection of investment managers, and ongoing monitoring. He is the lead consultant for many pension funds, reserve funds and endowment funds in Hong Kong.

In addition, he specialises in DC and MPF consulting and is the spokesperson of Towers Watson in terms of DC and MPF issues. Prior to joining the Investment Practice, he also has actuarial consulting experience in pension markets such as Hong Kong and Korea for nine years. During 2003, he was seconded to the Tokyo office for a 3-month period where he gained broad experience in Human Capital Group consulting.

Philip received his Bachelor of Science (First Class Honours) from the University of Manitoba, Canada. He also has a Master of Science in Investment Management from the Hong Kong University of Science and Technology.

Philip is currently a member of the Hang Seng Index Advisory Committee and the Employers’ Federation of Hong Kong MPF Committee. He has been a member of Hong Kong Mensa since 2000. In addition, he was the President of the Kowloon Junior Chamber (JCIHK) in 2002.

Philip is registered with the Securities and Futures Commission as a licensed representative for Type 4 regulated activity (Advising on Securities) in Hong Kong.

Graham Turl, Managing Director, is BlackRock's General Counsel for the Asia-Pacific region.

Prior to joining BlackRock in April 2007, Graham was head of the Hong Kong investment management group at international law firm Linklaters, where he was responsible for advising clients on the corporate, regulatory and tax aspects of structuring, creating, organising and marketing funds for investment in property of all types, onshore and offshore, domestic and international, public and private, retail and institutional.

Graham is qualified to practice law in England and Hong Kong.

Andrew’s career in compliance and control functions spans over 20 years in leading asset management and banking groups and more than a dozen different jurisdictions. HK based since 2007, he has been the APAC Head of Compliance, Legal and Risk Management for BNP Paribas Investment Partners since 2010. Andrew is also a member of the BNP Paribas Investment Partners Regional Executive Committee. Andrew began his career at the Securities and Investments Board in the UK, a predecessor to the UK Financial Services Authority. Andrew has previously worked for the UK fund management group Hermes, ABN AMRO Asset Management & Private Banking and Fortis Investments. Andrew holds a joint honours Masters Degree in Financial Economics and European History. He is a member of the HKIFA Executive Committee and the current chairman of the HKIFA Regulatory Subcommittee.

Eugene Wong is the Executive Director of Corporate Finance & Investments Business Group, Securities Commission Malaysia ("SC") and is responsible for all matters pertaining to for issues and investments, which include issuances of equity and debt securities, corporate transactions, take-overs and mergers, collective investments schemes and registration of prospectuses.

Eugene is a Fellow of the Institute of Chartered Accountants in Australia, Fellow of CPA Australia and a member of the Malaysian Institute of Accountants. He has an Advance Diploma in Corporate Finance from The Institute of Chartered Accountants in England & Wales (ICAEW) and holds a B. Comm. from the University of Melbourne.

Eugene has worked for a merchant bank, a stockbroking firm and in the audit and corporate finance divisions of international accounting firms.

Lisa Wong Lai San is a Vice President and the Head of Infomediary Sales and Client Relationship Management in Asia Pacific for Brown Brothers Harriman (Hong Kong) Limited.

Lisa has more than 20 years of financial industry experience including extensive experience in custody client service and client technology solutions. She was one of the employees who helped establish the Hong Kong office of Brown Brothers Harriman in 1990.

Kelvin is the COO of iFAST HK. He oversees the compliance, operations and business development departments of the HK office primarily for the platform business. Kelvin joined iFAST HK as an analyst in 2006 and spearheaded the upgrade of the former ING’s I-WRAP to iFAST Global Prestige with an expansion of products beyond mutual funds in 2009. He is currently a member of the iFAST product on board committee that reviews investment products available on iFAST platforms.

Mr. Elvin Yu joined the Company in 2009. He is currently the Head of Institutional Business and is responsible for the development and promotion of the Group's global institutional capabilities.

Mr. Yu brings with him over 17 years of experience in institutional business and financial services industry. Before joining the firm, Mr. Yu was with Baring Asset Management, where he headed up the institutional business within Asia ex Japan. Prior to that, he was with AXA Rosenberg Investment Management, covering the institutional business development in North East Asia.

Mr. Yu holds a bachelor and master degrees in economics from the University of British Columbia in Canada.

Zhou Xiaoming, Deputy General Manager of TianHong Asset Management Co., Ltd., is the team leader of Yu'ebao Project. He holds the master's degree in Business Administration, and has 21 years' experience in financial markets. Prior to joining TianHong in August 2011, Zhou's experience includes roles as Manager of the 1st investment banking department in GuoXin Securities Corp. Ltd., Vice-Manager of investment banking division in Beijing Securities Corp. Ltd., Senior Vice President of Hongkong Capital Group, Product and Marketing Director of Harvest Fund, and General Manager of Shengshi Fund. Zhou joined as the Chief Marketing Officer of TianHong Asset Management Co., Ltd. in August 2011. And he is Deputy General Manager now in charge of Internet Finance business.

As the idea man and project mover of Yu'ebao, Mr. Zhou won the only "Ultimate Hero" award in finance and economics field on "2013 NetEase Hero Ceremony", as well as "Person of the Year 2013 on Internet Finance" award among Tencent and lots of other Institutions. Due to its successful innovation, Yu'ebao has become the largest and the most popular fund in China within few months, which were granted 6 grand prizes by the four biggest official Securities Journals of China.

Florence Chan is the Regional Head of Compliance for Asia Pacific of Allianz Global Investors. She has over 18 years of experience in compliance and audit fields in asset management business. Prior to joining Allianz Global Investors, she held various senior compliance/audit positions including with Credit Suisse Asset Management, Franklin Templeton Investments, Prudential Financial and PricewaterhouseCoopers.

She has been a member of the Regulatory Subcommittee of the Hong Kong Investment Funds Association since 2003 and involved in various key regulatory initiatives in Hong Kong and China.

Florence holds a MBA from the Hong Kong University of Science and Technology and LLB from the University of London. She has also qualified as a CPA in US and HK since 1998 and 1999 respectively.