Programme - Summit

Opening Remarks by the Chairman of PWMA
Amy Lo, Chairperson, Executive Committee, Private Wealth Management Association, Chief Executive, Hong Kong Branch, and
Head, Wealth Management Greater China, UBS AG

Inaugural Speech by Keynote Speaker
John C Tsang, Financial Secretary, The Government of the HKSAR

Session 1 – The China Equation: Strategies for Tapping into the Surging Demand for Wealth Management Services on the Mainland
Moderator : John CW Wong, Partner, Tax, China & Hong Kong Leader, Private Client Services, PricewaterhouseCoopers Ltd.
Speakers:
- Enoch Fung, Head of Market Development (External), Hong Kong Monetary Authority
- Kevin Huang, Head of Global Private Banking Department, Private Banking Department, China Merchants Bank Headquarters
- Anthony Neoh, SC and Member of the International Advisory Committee, China Securities Regulatory Commission

Session 2 – Meet the Private Banker of Tomorrow: Recipe for Future Career Success in the Wealth Management Industry
Moderator for Client View: Simon Ng, Managing Director, Private Banking, North Asia, Wealth Solution, Asia, Bank of Montreal

Speakers for Client View:
- Samantha Bradley, Director, Legal & Trust Management, Sir Elly Kadoorie & Sons Limited
- Adrian Fu, Chief Executive, KHI Holdings Group

Moderator for Youth View: Lok Yim, Head of Wealth Management, North Asia, Deutsche Bank Wealth Management, Hong Kong

Speakers for Youth View:
- Drew Camarda, Executive Director, Private Wealth Management, Goldman Sachs Asia LLC
- Hilda Chan, Relationship Manager, Deutsche Bank Wealth Management
- Jamee Wong, Executive Director, UBS AG

Session 3 – Evolution or Revolution: Early-Stage FinTech Technologies and the Role They Might Play in Supporting or Replacing Wealth Managers (Video)
James Quinnild, Partner - Financial Services Consulting - Asia Pacific Leader, PwC China Consulting

Session 4 – Dialogue with the Regulator: Policy View on Regulations Shaping the Future of the WM Industry
- Arthur Yuen, Deputy Chief Executive, Hong Kong Monetary Authority
- Stewart McGlynn, Head, Anti-Money Laundering and Financial Crime Risk, Enforcement and AML Department, Hong Kong Monetary Authority
- Wendy Tsang, Vice Chairperson, Executive Committee, Private Wealth Management Association, and Managing Director, Head of Private Banking,
  Bank of China (Hong Kong) Private Banking
- Steven Lo, Member of Executive Committee, Managing Director, Global Market Manager, Hong Kong Citi Private bank