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 from July 2012 to January 2017. He has been Financial Secretary since 2017.

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.

Eddie Yue, JP
Chief Executive
Hong Kong Monetary Authority

Mr. Eddie Yue was appointed Chief Executive of the Hong Kong Monetary Authority (HKMA) from 1 October 2019. He began his career as an Administrative Officer in the Hong Kong Government in 1986. He joined the HKMA upon its establishment in 1993 and was promoted to Division Head a year later. He was appointed Executive Director in 2001 and subsequently Deputy Chief Executive in 2007 before taking up his current position.

Mr. Yue has participated in numerous areas of the HKMA’s work. During his tenure as Deputy Chief Executive, he steered major policies and initiatives relating to reserves management, research, external affairs and market development. Mr. Yue was also actively involved in tackling major financial crises and played an instrumental role in enhancing the Linked Exchange Rate System.

Mr. Yue was educated at the Chinese University of Hong Kong and the Harvard Business School.

Priscilla Adams
Group Director of Compliance
Bullish

Priscilla Adams is the Group Director of Compliance at Bullish and leads compliance activities across Bullish Group and Bullish Capital.

Priscilla brings 15 years of experience as a risk and compliance professional in banking and management consulting across Asia, Europe, and the Americas. Her previous compliance roles include Regional Head of Oversight, Strategy, and Reporting at HSBC, a secondment as the Head of Governance and Reporting for Asia Pacific, and leading AML investigations teams.

Originally from the United States, Priscilla earned a Bachelor of Arts from Yale University and a Master of International Affairs from Columbia University's School of International and Public Affairs.

Priscilla has been on the board of the United Jewish Congregation of Hong Kong since 2019 where she currently serves as Vice President and Treasurer. She is also Co-Chair of the Web3 and Blockchain Committee of the FinTech Association of Hong Kong (FTAHK). Priscilla regularly participates in races to raise awareness and money for organizations like WaterAid, the Angkor Hospital for Children, WISE (Women in Sports Empowered), the KELY support group, and The Nature Conservancy.

Alan Au , JP
Executive Director (Banking Conduct)
Hong Kong Monetary Authority

Alan Au is the Executive Director of the Banking Conduct Department of the Hong Kong Monetary Authority (HKMA). He is responsible for conduct supervision of banks in Hong Kong (including consumer protection and financial inclusion; sale of securities, investment, insurance and Mandatory Provident Fund products by banks; bank culture; bank licensing matters) as well as oversight of financial market infrastructures.

Mr. Au joined the HKMA in 2010 as Division Head of the Corporate Development Division. He also served as Administrative Assistant to the Chief Executive of the HKMA and worked as Division Head in the Banking Supervision Department, before taking up the present position in 2017.

Prior to joining the HKMA, Mr. Au had served as an Administrative Officer in the HKSAR Government for over a decade, and had been posted to various offices and policy bureaux in the Government Secretariat including the Financial Secretary’s Private Office and Financial Services and the Treasury Bureau.

Dustin Ball
Parthenon Partner, Asia Pacific Financial Services Strategy Leader
EY

Dustin is a Partner based in Hong Kong and leads the EY Parthenon Financial Services practice in Asia, as well as the FS Strategy and Transactions practice in Hong Kong. He focuses primarily on helping multinational financial services clients achieve their strategic objectives through both organic and inorganic means.

Prior to establishing the Financial Services practice in Greater China for EY Parthenon, Dustin held a number of senior positions with multinational insurance companies, including the Head of Strategy and M&A in Asia.

His industry experience also includes distribution and general management roles, including CEO of a joint venture in Vietnam.

Originally from the US, Dustin has been living in Asia for 20 years. He holds an MBA from New York University.

Michael Blake
CEO Asia
Union Bancaire Privée

Michael Blake is CEO Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland.

In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change.

Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia.

Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Simon Bourke
Director, APAC Institutional Business
Fireblocks

Simon Bourke is Director APAC Institutional Business at Fireblocks, a market leader in digital asset infrastructure, focusing on institutional client coverage for the adoption ld innovation of digital assets by financial institutions across Asia Pacific.

Prior to joining Fireblocks, Simon was APAC Head of Liquidity Sales at HSBC Asset Management, also in Hong Kong.

Prior to that he was Vice President, Regional Treasury Sales with Bank of America Merrill Lynch in Singapore, where he was responsible for expanding market positions, managing relationships with top tier global counterparts, and driving sales of institutional treasury solutions.

Simon has also worked with HSBC Bank plc and Siemens in London, UK, Eir in Ireland and Amadeus in France and has approaching 20 years experience in Treasury and Asset Management.

Simon holds a BA (Hons) in Economics from University College Dublin, and an M.Sc in International Management from IAE, University Aix-Marseille III, France.

Ivan Ching
Market Head
Standard Chartered Private Bank

Ivan Ching is the Market Head of Standard Chartered Private Bank Hong Kong. Ivan re-joined Standard Chartered in 2022, bringing with him more than 20 years of experience in servicing high net worth and consumer clients in China.

Prior to this, Ching held a number of senior positions at BNP Paribas, UBS and Credit Suisse focusing on ultra-high net worth clients and major shareholders of China-listed companies.

Ada Chiu
Chief Operating Officer, WM COO Office, Wealth Management
DBS Private Bank

Ada Chiu is the Chief Operating Officer, WM COO Office, Wealth Management at DBS Hong Kong. Her office oversees Governance & Control, KYC and Onboarding, Digital Strategy, Platform Development as well as Sales Support.

Ada was Head of Consumer Banking Operations at DBS HK before taking up her present position as Chief Operating Officer, WM COO office in 2021. Her experience spans across industries, functions and geographies. Ada started her career in advertising industry and managed clients including Coca-Cola, Prudential and Colgate-Palmolive. She was General Manager for TBWA HK before she joined HSBC HK and finally took up the position as Head of Direct Channels for RBWM at HSBC HK. Besides HK, Ada has worked in Australia and Taiwan.

Ada graduated from Rutgers, the State University of New Jersey with a Bachelor of Arts degree in Economics.

Keith Choy
Interim Head, Intermediaries
Securities and Futures Commission, Hong Kong

Mr. Choy is the Interim Head of the SFC’s Intermediaries Division which supervises over 3,000 financial intermediaries in Hong Kong including investment banks, securities dealers, futures brokers, financial advisers and asset managers. Mr. Choy oversees key supervision activities such as carrying out on-site inspections of firms for the purpose of identifying and managing risky firms and detecting misconduct. He has also been actively involved in the formulation and implementation of policies and regulations for the securities and futures industry.

Mr. Choy joined the SFC’s Enforcement Division in 1998 and was in charge of the Intermediaries Misconduct Team before he moved to Intermediaries Division in 2017. Prior to joining the SFC, Mr. Choy practised as a solicitor in Hong Kong.

Richard Chow
Head of Digital Adoption APAC, Wealth Management
UBS AG

Richard Chow is the Head of Digital Adoption for UBS Wealth Management leading digital commercialization for Asia Pacific region. Richard has joined UBS for more than 10 years, he has led the team to launch the first UBS mobile banking app for HK and SG, won various industry awards for UBS Wealth Management including Global Private Banking Innovation Awards, recognised Global #1 mobile app by Myprivatebankingresearch.com in the past. Richard is an advocate to promote Fintech development and a Certified Fintech Professional (Management) [CPFinT(M)].

Before joining UBS, Richard started his career in HSBC, he was the regional business lead overseeing retail banking digital banking development for 14 APAC countries.

Frederick Chu
Managing Director & Chief Business Development Officer
AQUMON

Frederick is the Managing Director & Chief Business Development Officer at Magnum Research. He is responsible for the company’s overall wealth and investment solutions under the AQUMON brand. Frederick has over 20 years of experience in the financial industry. He was recently the Executive Director of Asset Management at Haitong International Group leading the HaitongETF business. Prior to that Frederick was the Head of ETFs at ChinaAMC(HK), managing the firm’s ETF franchise and strategies in Hong Kong and overseas. Frederick also worked at a number of global banks including HSBC, Credit Suisse, Societe Generale, as well as Lehman Brothers in the Prime Services and Capital Markets area. He started his career as a futures trader at Refco. Frederick holds a MBA degree from New York Institute of Technology, and received his Bachelor of Arts degree from the University of British Columbia.

Prof. Andy Chun
Regional Director, Technology Innovation
Prudential plc

Prof. Andy Chun is the Regional Director of Technology Innovation at Prudential plc, where he is the global evangelist for the adoption of cutting-edge technologies to improve customer health and wealth.

Chun is a renowned AI pioneer and global tech visionary who has been driving digital innovation for over three decades across various industries. He is widely regarded as the leading AI figure in HK and a highly trusted consultant for some of the largest organizations and government agencies in the region. Prior to Prudential, he was the CEO of several tech startups and a Computer Science professor and the CIO at the City University of Hong Kong.

Prof. Chun is actively involved in community service and serves as an AI advisor to the Hong Kong Computer Society, an honorary Adjunct Professor at the City University of Hong Kong, and a senior advisor to various HKSAR Government bodies.

He has been recognized as Hong Kong’s top CIO and one of Greater China’s top five CIOs for his vision and innovative use technology. He has also received numerous international awards for his AI work.

He holds a Ph.D. in Electrical Engineering from the University of Illinois at Urbana-Champaign and has completed executive MBA training from Boston University.

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.

Jessica Cutrera
Vice Chair, Family Office Association HK and
President, Leo Wealth

Jessica Cutrera is the President at Leo Wealth, an independent global wealth advisor with offices across Asia and the United States. Based in Hong Kong, she provides comprehensive wealth management, family office support and cross border planning services. Jessica has expertise in several areas including tax, financial, and estate planning and specializes in serving Americans living in Asia.

Prior to Leo Wealth, Jessica was a Founding Partner, Responsible Officer and Compliance Officer at The Capital Company, an independent asset management firm she formed with Leo Wealth’s CIO in the beginning of 2017. Before this, she co-founded EXS Capital Asia Limited in 2008, creating and running the firm’s cross border wealth management practice.

Jessica serves as the Vice Chair of the Family Office Association of Hong Kong and does pro bono work supporting women through death and divorce and for migrant workers in Hong Kong. Her cross border expertise in trust and estate planning is recognized by her acceptance into the Society of Trusts and Estate Practitioners (STEP).

Jame DiBiasio
Founder & Editor
DigFin Group

Jame DiBiasio is founder and editor of AMTD Group’s DigFin, a media dedicated to digital finance, fintech, and digital assets (www.digfingroup.com). He is also a board member of the Fintech Association of Hong Kong.

His latest book is “PLANET VC”, telling the story of venture capital beyond Silicon Valley. He has also written books on the story of money, blockchain entrepreneurs, and Southeast Asian history.

Prior to starting DigFin, Jame served in a variety of roles at Haymarket Financial Media, including as founding editor of AsianInvestor magazine in 2000.

Paul Dou
Director, Private Equity and Real Estate Research and Management, Asia Pacific
Citi Private Bank

Paul joined Citi Private Bank in 2021 and currently serves as the head of Private Equity and Real Estate Research and Management in Asia. He 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. This included originating, diligencing, and advising on alternative transactions for ultra-high net worth, family office, and institutional investors across Asia. Preceding that, he was a managing director at Tianli Financial and a portfolio manager at Nan Fung Group. He has expensive securitization experience from his time at Standard Chartered Bank and HSBC.

Paul holds a BBA from Simon Fraser University. He is also a CFA Charterholder, CAIA Charterholder and US CPA (inactive). Paul is fluent in English, Cantonese and Mandarin.

Ben El-Baz
Head of Ecosystems
HashKey Group

Ben is an accomplished Fintech executive with over 15 years of experience in Fintech, blockchain, strategy, technology, and derivatives trading. He is currently Head of Ecosystems at HashKey Group, a regulated digital assets company, where he was one of the company’s founding employees and has led the Group’s strategic partnerships for the exchange, tokenization, and blockchain applications businesses. Ben also led HashKey’s trade finance blockchain partnerships with the Singapore Government and Hong Kong Monetary Authority, and worked closely on HashKey’s successful SFC Type 1 and Type 7 Virtual Asset Trading Platform Operator license application.

Ben is a graduate of the Stanford Graduate School of Business, where he earned his Master’s degree in Management, led Stanford’s largest blockchain working group, and co-authored Stanford’s first published research on blockchain-based social impact applications.

Sam Farage
Director, Wealth Management Consulting
EY

Sam is a Director in EY’s Hong Kong wealth management consulting practice where he advises across a range of complex business transformation and risk management agendas. He is currently focused on supporting global private wealth firms to improve client experience throughout the advisory process while effectively managing compliance and operational risks. He is a regular contributor to EY thought leadership and industry associations, including the PWMA on whose behalf he coordinated the 2023 PWMA Hackathon.

Michele Ferrario
Co-Founder and CEO
StashAway

Michele is the Co-Founder and CEO of StashAway, the largest digital wealth manager in SEA and MENA. StashAway makes it simple and cost-effective to invest intelligently, enabling individuals to invest in diversified portfolios, to increase yield on their cash and to diversify with private markets. Before co-founding StashAway, Michele spent half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and as a Private Equity investor. He then spent the second part of his career building consumer internet companies, as Managing Director at Rocket Internet and as Group CEO of ZALORA.

Helen Fok
Partner
Simmons & Simmons

Helen is a Partner of Simmons & Simmons Financial Markets group. She is a financial regulatory specialist with over 16 years of experience in advising some of the largest and best-known banks, private banks, asset managers, broker-dealers and financial institutions on a full range of technical and complex financial regulatory matters.

Helen covers regulatory issues for both the sell-side and the buy-side, including conflicts of interest, client facilitation trading, digital assets, electronic trading platforms, product distribution due diligence, governance and suitability related issues across multiple asset classes and robo-advisory platforms. Helen has assisted the best-known financial institutions on launching trading platforms and apps with ground breaking features. She often receives praises for her agile approach in developing practical solutions to both local and cross-border regulatory challenges.

Helen has an unique and deep understanding of private banks’ business models – and related challenges, stemming from her previous role as a lawyer with the private banking division of a global U.S. financial institution.

Helen frequently advocates on behalf of members of Asia Securities Industry & Financial Markets Association and the Private Wealth Management Association. She has been ranked as an “up and coming” individual in the Financial Services: Non-Contentious Regulatory (International Firms) by Chambers & Partners.

Jason Fong
Global Head, Family Office of Invest Hong Kong
The Government of the Hong Kong Special Administrative Region

Mr. Jason Fong was appointed as the Global Head of FamilyOfficeHK, Invest Hong Kong (“InvestHK”) in April 2023. InvestHK is the department of the Hong Kong SAR Government, and FamilyOfficeHK at InvestHK is responsible for promoting Hong Kong as the international hub and preferred choice of family offices.

Mr. Fong is a veteran in the banking and asset management industry with over 27 years of experiences before joining FamilyOfficeHK. He has held various senior positions with international financial institutions over his career and he has wide exposure in the Asia Pacific region including Mainland China, Hong Kong, Taiwan China, Singapore, Malaysia, Philippines, Japan and Korea. Mr. Fong was re-located to China and based in Beijing, Shanghai and Shenzhen, during his terms with international banks to take up onshore leadership.

Mr. Fong spent his early years in United Kingdom and graduated from the University of Leeds. He is an expert in family business and family office. He served as a senior consultant to banking associations and government advisory bodies. Mr. Fong is also the member of HKTDC Financial Services Advisory Committee and Steering Committee member of Asian Financial Forum.

Mathieu Forcioli
Global and Asia-Pacific Head of Alternatives, Global Private Banking and Wealth
HSBC

Mathieu is currently Global Head and Asia Pacific Head of Alternatives, in our Global Private Banking and Wealth Division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, Real Estate funds and other private investment opportunities to HSBC’s private banking and wealth customers.

Prior to joining HSBC, Mathieu set-up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds.

Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in Private equity funds.

In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the Wealth Management Private Markets Distribution team and the Institutional Investments group for APAC. Mathieu also held equity capital markets, structuring and derivatives positions in the investment banking divisions of UBS, Merrill Lynch and Calyon in London and Paris.

Mathieu holds a Master’s degree in Applied Mathematics for Finance from Ecole Centrale Paris.

Jennifer Hsieh
Executive Director
Private Wealth Management Association

Jennifer Hsieh joined the Private Wealth Management Association in late 2022 as its Executive Director, after building an international career as a product development specialist in asset and wealth management, and investment banking. She is passionate about the possibilities of innovation and fintech for the continued growth of the Hong Kong wealth management industry.

Gary Hwa
Chair, Global Financial Services Markets Executive
Regional Managing Partner, Asia Pacific Financial Services
EY

Gary Hwa is the Regional Managing Partner for EY Asia Pacific Financial Services and Chair of the EY Global Financial Services Markets Executive.

With a career spanning nearly three decades, he holds a unique mix of perspectives, global connectivity and cross border experience, along with deep financial services knowledge.

As global Chair, Gary leads the firm’s Financial Services markets globally, consisting of more than 43,000+ practitioners across Americas, EMEIA, Asia Pacific; this includes emerging markets such as India, the Middle East, Africa, and South America. In his global Chair role, Gary is in a unique position to bring a whole of firm view, ensuring clients receive the best of EY in every engagement. As clients’ needs become increasingly sophisticated and demanding, Gary acts as an orchestrator of change by leveraging the latest innovations and solutions to ensure a standard of client service excellence that is second to none.

In the Asia Pacific region, he leads a team of more than 10,500+ employees across ASEAN, Greater China, Japan, Korea and Oceania, focused exclusively on providing client service to the asset management, banking, capital markets, insurance and wealth management sectors.

Gary continues to advise many of EY’s largest global financial services clients, helping them harness the potential of disruption, navigate existing and new regulatory, governance and compliance challenges, and collaborate with Fintechs and non financial services partners to help clients enhance their customer offering.

Gary is an active participant in the financial services ecosystem globally, regularly meeting with company leaders and influencers together with regulators and governments on the key challenges facing the future of the industry influenced by the likes of emerging technologies, automation, and external cybersecurity threats.

Gary has served as an advisor to the Hong Kong government’s Policy Research Committee of the Financial Services Development Council.

Gary relocated from New York to Hong Kong in January 2015.

Karen Koh
Media Professional

Karen Koh is a broadcast media professional and familiar face and voice to viewers and listeners in Asia. Her background is in television news and current affairs, and she has anchored and reported for international media organisations including BBC World, CNBC Asia, CNNI, STAR TV, Thomson Reuters and WSJ Digital.

In the course of her 30+ years of experience she’s interviewed a range of people from heads of state and corporate leaders to explorers, chefs and musicians. She’s a regular co-host on RTHK Radio 3’s flagship current affairs show “Backchat” and produces and hosts a programme on gender, sexuality and society called “The Agender Café”.

Karen frequently moderates and MC’s corporate and charity events, and conducts media and presentation skills training for corporate, public and education sector clients.

She serves on the Board of Governors of Hong Kong’s historic Foreign Correspondents’ Club. Apart from media work she serves on the Board of Directors of US-based NGO EngenderHealth, and is also a certified yoga and standup paddle instructor.

Sean Lawrence
Head of Asia Pacific
Kaiko

Sean Lawrence is a 30 year veteran of financial markets, including roles as the CEO of ABN AMRO Clearing Tokyo, CEO of ABN AMRO Clearing Sydney, APAC Head of Professional Trading Group Sales at SG Securities (HK) Ltd, APAC Regional Head of ETD Operations at UBS, APAC Regional Head of Collateral Operations at Deutsche Bank. Sean now heads Kaiko's crypto market data, risk analytics and indices businesses in Asia. Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises; Kaiko's mission is to bridge traditional and blockchain ecosystems by providing reliable and actionable financial data and services.

Ronald S. Lee
Head of Private Wealth Management in Asia Pacific
Goldman Sachs (Asia) L.L.C.

Ron is head of Private Wealth Management in Asia Pacific. He is a member of the Asia Pacific Management Committee, Asia Pacific Inclusion and Diversity Committee and the Global Inclusion and Diversity Committee.

Before assuming his current role in 2011, Ron was in the Investment Banking Division (IBD), where his responsibilities included head of the investment banking business in Hong Kong, head of the financial sponsors practice and co-head of the industrials group. He joined Goldman Sachs in 1998 in the Fixed Income, Currency and Commodities Division and joined IBD in 2001. He was named managing director in 2003 and partner in 2006.

Prior to joining the firm, Ron worked in the Corporate Finance and Capital Markets Departments at JP Morgan in New York, Tokyo, Singapore and Hong Kong.

Ron earned a BA in History and Literature from Harvard College.

Thurston Lee
Executive Director, Fundamental Equity
Goldman Sachs Asset Management

Thurston is a Research Analyst on the Greater China Equity Team with primary research responsibility for the Information Technology sector. He joined Goldman Sachs Asset Management in 2021 with a broad background researching China/Taiwan/Korea Semiconductor and Technology Hardware companies. Before joining Goldman Sachs Asset Management, Thurston was an Analyst covering Greater China Semiconductor names at Goldman Sachs Global Investment Research (GIR) since 2019.

Prior to joining Goldman, Thurston covered the Technology, Media and Telecom (TMT) sector in HSBC, Credit Suisse and Barclays.

Thurston has a master’s in technology management and bachelor’s in Electrical Engineering from the University of Illinois at Urbana Champaign.

Kevin Li
General Manager and Head of Hong Kong
Syfe

Kevin is the General Manager and Head of Hong Kong at Syfe, one of the fastest growing and largest Digital Investment platforms in APAC with the mission to democratize institutional-level investment products and services. He is responsible for spearheading Syfe’s business growth in Hong Kong.

Prior to joining Syfe, Kevin was the APAC Head of Digital Engagement at Schroders Investment Management. He is experienced in driving digital business strategy, fintech alliances and strategic joint venture developments. He was instrumental in leading digital wealth advisory partnerships with banks and robo-advisors, helping the company attain the AMTD DigFin Best Investment Advisory Award in 2022. He is also an Advisory Board member of the Greater Bay Area Fintech Talent Initiative and Executive member of the Wealthtech Committee of the Fintech Association of Hong Kong.

Earlier in his career, Kevin was a Digital Transformation Leader in McKinsey & Co driving large-scale business transformation and growth. He also had extensive experience at Deloitte and Accenture leading Digital Innovation, Design Thinking and Agile engagements across financial services, telecoms, retail, FMCG, healthcare and the public sector.

Kevin holds an integrated BBA degree in Strategic Marketing and Corporate Finance from Chinese University of Hong Kong. He completed an Entrepreneurship exchange study in Queen’s University and Fintech Specialization Certification Program from Wharton School of the University of Pennsylvania. He is SFC Type 1, 4 , 9 licensed and a certified Professional Scrum Product Owner (PSPO).

Shannon Li
Head of Sustainable Finance and Investment – China and North Asia Market Development
LSEG

Shannon leads go-to-market for LSEG's sustainable finance and investment offering in China and North Asia. She oversees the full spectrum of sustainable data, analytics and indexing solutions across Refinitiv, FTSE Russell, and all LSEG has to offer, empowering a wide range of clients to navigate a just transition, achieve sustainable growth and collectively rewire the financial ecosystem towards a sustainable future.

Shannon has over 10 years of professional experience in strategy, private capital investing and market development, spanning across China, the UK, United States and Asia. She was most recently China Executive member at BlackRock, covering market entry, partnership as well as strategic engagement with policymakers, academia and financial institutions, where sustainable and transition finance has been a primary focus.

Shannon completed her MBA with London Business School and MIT Sloan School of Management. She is a certified ESG analyst (CESGA).

Edwin Lim
Managing Director and Market Head, China
HSBC Global Private Banking

Edwin Lim is the Managing Director and Market Head for China at HSBC Global Private Banking. Edwin joined HSBC from Credit Suisse, where he was Market Head for Greater China. Prior to that, he used to be Managing Director and Market Manager for Northeast Asia at JP Morgan, where he was responsible for leading relationship management teams across Hong Kong and Singapore.

Edwin has also worked with DBS Private Bank and Citi Private Bank in the past and has over 30 years of experience in the private banking industry.

Edwin holds a Bachelor’s degree in Business Administration major in Finance from The Chinese University of Hong Kong.

Amy Lo, JP
Chairman, Executive Committee, Private Wealth Management Association;
Chairman of Global Wealth Management Asia,
Head and Chief Executive, UBS Hong Kong Branch

Amy Lo is Chairman of Global Wealth Management Asia, Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a 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, a member of the Exchange Fund Advisory Committee Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority, and ad advisor of Our Hong Kong Foundation.

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 and Global Family Office 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.

Dr. Andrew Lo
Head, Family Advisory & Family Office Solutions, Greater China
UBS GWM

Andrew has 20 years of experience in private banking and has advised families on investment management, setting up family office, family governance, and family’s next generation training and development. He has worked with wealth planners to structure family trusts, including pre-IPO trust, and assisted clients in managing liquidity events. Prior to private banking, he had worked in engineering at Schneider Electric.

Dr. Lo earned a doctorate in business from The University of Manchester where he developed a qualitative framework and a statistical model on trust in wealth management. He received an MSc (finance) from University of Oxford, BASc (engineering) from University of Toronto and is a CAIA charterholder in alternative investment. He holds an advisory role with University of Oxford advising on regional alumni, scholarship, and development matters.

Poman Lo
Founding Managing Partner
AlphaTrio Capital

Ms. Poman Lo is the Vice Chairman of Century City International Holdings and Regal Hotels Group, one of the largest hotel operators in Hong Kong. She is also the Founding Managing Partner of AlphaTrio Capital, an Asia-focused sustainable technology fund.

Poman serves as an Adjunct Professor teaching impact investing and sustainable business management at The University of Hong Kong and The Hong Kong University of Science and Technology. She established Bodhi Love Foundation to offer mindfulness training to educators and parents.

Poman holds several official roles across governmental and non-profit sectors. She has been officially appointed as a Member of the Hong Kong Chief Executive's Policy Unit Expert Group and the Green Technology and Finance Development Committee. Poman also serves as Council Member of Hong Kong University of Science and Technology and Honorary President of Hong Kong Federation of Women.

As a global champion of sustainable development, Poman takes an active leadership role at the United Nations Economic and Social Commission for Asia and the Pacific (UNESCAP). She was appointed Chair of the ESBN and serves as Chair of the Asia Pacific Business Forum Organizing Committee and Chair of the Asia Pacific Green Deal for Business Committee.

Graduating summa cum laude from Duke University at 19, Poman is also the only person in Hong Kong to receive both the "Outstanding Young Person of the World Award" and the "Hong Kong Outstanding Students Award". She received the "Oslo Business for Peace Award" from the Business for Peace Foundation in Norway.

Steven Lo
Head of APAC
Citi Private Bank

Steven Lo is the Head of Citi Private Bank for APAC and is a private banking veteran with over 30 years of wealth management experience. Based in Hong Kong, he is responsible for over 700 wealth professionals who serve one third of Asia’s (ex-Japan) billionaires and leads the Private Banking strategy in the region.

Paul McSheaffrey
Senior Banking Partner
KPMG Hong Kong

Paul has over 19 years’ experience in Hong Kong serving a wide range of financial institutions, having previously worked for KPMG in the UK for eight years.

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 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 and on financial statements audits. Paul regularly engages with regulators, principally the HKMA, sharing views on industry and client matters.

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

Shirley Pi
Managing Director, Team Leader, Investment Counselling Greater China
Citi Private Bank

Shirley Pi is Citi Private Bank’s Investment Counselor Team Leader for China, Hong Kong, and Taiwan offshore. In this capacity, she leads a team of experienced Investment Counselors who provide advice on a broad range of investment products and services tailored to the sophisticated needs of UHNW clients in the Asia Pacific region.

Shirley joined Citi Private Bank in 2011 as an Investment Counselor for Greater China clients. Prior to joining Citi, she worked at Morgan Stanley in Equity Research, followed by Goldman Sachs for four years advising listed corporations and financial institutions in the Securities Division.

Shirley holds a BSc in Finance and International Business from the Leonard N. Stern School of Business at New York University, and a MSt from the University of Oxford. She is a native Mandarin and English speaker, and currently resides in Hong Kong.

David Scott
Partner, Financial Services Consulting Leader, Hong Kong
EY

David leads EY’s Banking and Capital Markets practice for Hong Kong. In his 20-year career in the banking sector, he has held industry and consulting positions in the UK, New York, Singapore and Hong Kong markets and has been based in Asia since 2013. David advises international and locally based banks and securities firms on complex regulatory and business change initiatives. Some of his current areas of focus with clients include ESG, cross-border business growth initiatives, booking model transformation and banking conduct frameworks. David is a frequent participant in a number of industry associations on behalf of EY and engages regularly with the HKMA and SFC on regulatory themes relevant to banking. He holds a law degree from the University of Glasgow in the UK.

Daniel Shane
Editor
Asian Private Banker

Daniel Shane is the Editor of Asian Private Banker, where he is responsible for the publication's market-leading editorial, research and awards programmes, as well as moderating and participating in regional events. Prior to joining APB in 2021, he was the Asia Companies & Markets News Editor for the Financial Times in Hong Kong, where he coordinated regional news gathering efforts for the daily newspaper and online. He has previously held finance- and business-focused editorial roles at CNN and Barron's. Originally from the UK, Daniel holds a Ba(hons) degree from the University of Sussex.

Michael Stanhope
Founder & Chief Executive Officer
Hubbis

Michael is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore.

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. In 1993 he joined Euromoney Publications as the publisher of International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. In 1997, he founded FIA.

Born in North Wales, Michael was head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Michael is happily married with three children: Reanna, Garett, and Tarryn.

Grace Tam, CFA
Chief Investment Advisor, Hong Kong, Managing Director
BNP Paribas Wealth Management

Grace Tam is the Chief Investment Advisor Hong Kong and Managing Director with the Chief Investment Office (CIO) Asia at BNP Paribas Wealth Management. She is a member of BNP Paribas Wealth Management’s Global Investment Strategy Committee and is responsible for formulating, formalizing and communicating global asset allocation and investment strategies for Wealth Management in Asia.

Grace joined BNP Paribas Wealth Management from HSBC Global Asset Management where she was a Senior Market Specialist. Before that, she was a Director, Portfolio Solutions Specialist of Credit Suisse Private Banking and spent over 10 years with J.P. Morgan Asset Management with her last position as Executive Director, Global Market Strategist.

Grace has significant industry experience across asset classes, having held various roles including investment research, portfolio advisory and forex trading in asset management, private banking, as well as corporate & investment banking firms.

Grace holds both Bachelor and Master degrees in Economics and is a Chartered Financial Analyst.

Adeline Tan
Wealth Business Leader, Hong Kong
Mercer

Adeline leads Mercer’s Wealth business in Hong Kong and is a Partner of the firm.

She has 20+ years of consulting experience advising clients on pension governance, investment strategy and implementation. Adeline joined Mercer in Hong Kong, after 12 years with Watson Wyatt (now Willis Towers Watson) in the UK.

She serves a broad client base including corporations, wealth managers and public funds, and leads the team in covering the pension and investment needs of clients in Hong Kong, Taiwan, South Korea and Philippines. She is a voting member of the Asia Wealth Governance Committee and the Asia Asset Allocation Oversight Committee at Mercer. Beyond the firm, she volunteers as a member of the Finance and Investment Practice Board of the Institute and Faculty of Actuaries, and is a member of the FTSE Russell Asia Pacific Regional Equity Advisory Committee. She is frequent speaker at conference and events on subjects ranging from asset class specialties, sustainable investments and pensions.

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

Li Tan
Co-Founder & Partner, Investor Relations
Audacy Ventures

Li Hua Tan co-founded Audacy Ventures in 2017 to bring high impact, highly sustainable investments across multiple cutting-edge sectors to like-minded investors. As a general partner of the firm, her vision is to build a talented team with deep vertical expertise in climate tech, and to partner with top-tier entrepreneurs in transforming their respective industries.

Li brings 18 years of investment experience, starting her career as a Financial Analyst in the Consumer and Healthcare team at Citigroup in New York and Los Angeles. Li then moved back to Malaysia where she managed Asia Green Group's real estate corporation with gross development value of US$ 450 million. Li also managed her own family office assets, which included a diversified public equity portfolio as well as higher octane private investments in alternative assets across America, Europe, and Pan-Asia.

Li previously co-founded the Platinum Whisky Investment Fund in 2014. At the time, it was the world’s first private equity fund investing in vintage and rare single malt whiskies. The fund raised US$ 12 million and exited 7 years later at over US$ 26 million, delivering a gross 17% IRR to investors. In 2019, the team continued its whisky ventures by acquiring Glenor Cask Company, which held a portfolio of over 1,000 whisky casks in Scotland. In 2021, she acquired significant stakes in the companies Whisky Hammer and Still Spirit in order to gain footholds in the whisky online auction and e-commerce space.

Li graduated from the University of Southern California with a Bachelor of Science in Corporate Finance and Business Administration. She is passionate about empowering other women in family business and entrepreneurship, and enjoys exploring other cultures through travel and reading.

Neil Tan
Chairman, FTAHK and Member of Web3 Task Force, HKSAR, and
Managing Partner, Tsunami Advisors Limited

Neil has over 20 years of experience in Corporate Strategy, Mergers & Acquisitions, and Business Development -- across Banking (HSBC, Deutsche Bank), Management Consulting (Boston Consulting Group BCG) and Industry (Philips Electronics, Siemens).

Neil is Managing Partner at Tsunami Advisors, an advisory and consulting firm dedicated to helping FinTech, Blockchain, Digital Asset, and Web3 firms grow and scale in the Asia Pacific Region.

Prior to this, he served as the CEO of Neptune Digital, an award-winning blockchain start-up under the Cyberport Incubation Program (CIP). Neil was previously the Head of Business Development, Asia Pacific in the Digital Partnerships & Innovation Team at HSBC, where we focused on Banking-As-A-Service (BaaS) and Embedded Finance.

Neil is the Chairman of the FinTech Association Hong Kong (FTAHK) and a Member of the Hong Kong Government Task Force on Promoting Web3 Development (Web3 Task Force). He is also a Steering Committee Member of the Hong Kong Trade Development Council (HKTDC) and a Conference Ambassador of the Hong Kong Tourism Bureau (HKTB).

FTAHK
https://ftahk.org/our-team

WEB3 TASK FORCE
https://www.info.gov.hk/gia/general/202306/30/P2023063000579.html

HKTDC
https://www.asianfinancialforum.com/conference/aff/en/steering-committee

HKTB
https://www.mehongkong.com/hkca/ambassadors.html

Yee Kim Tan
Branch Manager Singapore, Location Head and Group Head Greater China
Bank Julius Baer & Co. AG

Yee Kim is Branch Manager of Bank Julius Baer Singapore Branch, as well as Location Head and Group Head of Greater China. He is also a member of the Asia Management Committee. Before relocating to Singapore in 2023, he was Executive Officer for Bank Julius Baer Hong Kong Branch since 2016.

Yee Kim is a seasoned wealth management professional with more than 25 years of experience in leadership and roles spanning relationship management, product management and interbank trading. He is experienced in setting up new business units and has worked internationally across Singapore, London, Shanghai and Hong Kong. His previous roles include Credit Suisse Asset Management Asia Head of Private Banking Advisory, and Citi China Head of Products and Treasury.

Yee Kim graduated from the National University of Singapore with a bachelor’s degree majoring in Mathematics.

Eduard Wehry
Managing Director, Head of Business Development Asia Pacific
PGIM Real Estate

Eduard Wehry is a managing director at PGIM Real Estate. Eduard is head of Hong Kong and head of business development for Asia Pacific. Based in Hong Kong, he is responsible for investor relationships and capital raising in the region. He is a member of the Asia Pacific Executive Committee.

Eduard joined PGIM Real Estate in February 2016.

Prior to joining PGIM Real Estate, he was the Asia Pacific regional head of Investors Services at CBRE global investors and a member of its Global leadership team.

Prior to this, he was regional head of Institutional Clients at ING Real Estate Investment Management. He began his career in 1995 in Investment Banking and spent 11 years working in corporate finance M&A advisory roles in Amsterdam, London and Hong Kong, with ING Barings, Baring Brothers International and ING Corporate Finance.

Eduard transferred to Hong Kong in April 2000 and has been based in Asia since, gaining broad experience in working in the different markets across the region.

Eduard holds a master of science in business administration from the Erasmus University in Rotterdam.

Dr Miles Wen
Founder and CEO
Fano Labs Limited

Miles Wen, co-founder and CEO of Fano Labs Limited, an AI company, focusing on Automatic Speech Recognition and Natural Language Processing, helping enterprises with customer services, compliance and more.

Miles along with his team made Fano Labs in becoming one of the few IT Companies in Hong Kong in receiving the Enterprise Support Scheme under the Innovation and Technology Fund and the first Hong Kong start-up to be awarded funding by Horizons Ventures which is the leading investor in some of the world’s most innovative companies and disruptive technologies. Additionally, Fano Labs have been recently designated as a Designated Local Research Institution by the Innovation and Technology Commission.

Since early 2016, he has been appointed as an Honorary Assistant Professor at HKU. Miles is also the author of over 10 academic papers and the inventor of one patent. Also, Miles is an alumni of Lee Hysan Hall, former resident tutor at New College, former Founding Vice-President of Eta Kappa Nu (Lambda Iota Chapter) at HKU, and former Fulbright scholar at Department of Electrical Engineering & Computer Science, UC Berkeley.

Miles holds a Bachelor degree in Computer Engineering with First Class Honors (minor in Finance) and a PhD degree in Electrical & Electronic Engineering from HKU.

Steffanie Yuen
Head of Hong Kong
Endowus

Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus, a leading digital wealth platform in Asia.

Steffanie is responsible for establishing and leading Endowus’ presence in Hong Kong, Endowus’ first regional expansion. This includes positioning Endowus as an essential partner for wealth planning and to boost retirement adequacy in Hong Kong.

Before joining Endowus, Steffanie was Managing Director at Value Partners and was responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners, which together serves over 1.2 billion annual active users globally.

Steffanie was selected into the Financial Leaders Programme in 2023 organized by the Hong Kong Monetary Authority. She also currently serves as Co-Chair of the WealthTech and InvestTech Committee of the Fintech Association of Hong Kong.