Listed in alphabetical order by last name. Select a speaker to read the full bio.
Dr. Au King-Lun
Bank of China HK Asset Management & Council Member, HK FSDC
Dr. Au King Lun is the Chief Executive Officer of BOCHK Asset Management Limited and held various senior management positions at global asset management companies. Dr. Au was named the CEO of the Year in Hong Kong by Asia Asset Management in 2012 and 2014. In 2008, he was awarded the Medal of Honour by the HKSAR Government for his valuable contributions to the securities and asset management industry. Dr. Au has been appointed as a member of the Financial Services Development Council in Hong Kong since 2015.
Dr. Au holds a Bachelor’s Degree in Physics from the Oxford University, UK and a Doctorate from the Durham University, UK.
Mirae Asset Global Investments
As Co-Chief Investment Officer at Mirae Asset Global Investments (HK), Rahul Chadha helps oversee the entire Investment Unit comprising mainly portfolio managers, research analysts and traders who are responsible for the management of the firm’s Asia Pacific investment products. He is a member of the Investment Committee and plays a key role in the development and approval of internal investment policies, processes and key investment decisions for the entire Mirae Asset Global Investments Group. He also sits on the Risk Management Committee which oversees overall investment risk.
Furthermore, Rahul manages a number of the firm’s Asia Pacific equity portfolios and frequently interacts with portfolio companies and investors to communicate the company’s investment philosophy and views on the Asia Pacific markets. He has established strong relationships with industry peers and is also one of the company’s main spokesmen. Rahul joined Mirae Asset as an Analyst in 2006. He was subsequently promoted to Portfolio Manager to manage some of the firm’s flagship funds and in 2008 became Senior Portfolio Manager. In 2011, he diversified into managing Asia Pacific mandates for Mirae Asset’s US & Luxembourg domiciled funds.
Rahul began his career in financial services in 1999 when he joined Dundee Mutual Funds as an Equity Analyst covering the entire range of listed India equities, leaving in 2003 to join Aviva Life Insurance as a Senior Equity Analyst. During his two-year stint with Aviva, the unit-linked and India portfolios have consistently outperformed the peers in their respective categories. He later joined Standard Chartered Mutual Funds as a Senior Equity Analyst for one year.
Rahul holds a degree in Master of Finance and Control, a postgraduate program with specialization in Finance and a Bachelor of Business Studies, an undergraduate management program with Marketing specialization, both from the University of Delhi in India. He speaks English and Hindi.
Head of Alternatives, Asia
Franklin Templeton Investments
Scott Collison is Head of Alternatives, Asia at Franklin Templeton Investments, based in Singapore. In this role, he is responsible for developing the firm’s alternative investment businesses in Asia. Franklin Templeton’s range of alternative products include hedge funds, private equity, private debt, real estate, infrastructure and commodities, as well as bespoke alternative investment solutions.
Scott Collison has over 20 years of experience in the financial markets, whereby 18 years of his experience has been in institutional investing and in building alternative asset management businesses. Prior to joining Franklin Templeton in 2013, Scott was the CEO of Talos Strategies, an advisory business for both traditional and alternatives asset managers. Before Talos Strategies, Scott was the CIO and CEO for Orvent Asset Management, where he founded and managed the Orvent Fund – the 2nd largest Asian hedge fund start up in 2011. Scott’s earlier roles also included being the sole Portfolio Manager of an internal fund at Millennium Partners in Singapore, sole Portfolio Manager of the Rubicon Asia Special Events Fund, as well as Director at Credit Suisse First Boston (CSFB) for over 12 years.
Scott has a Bachelor of Economics from the University of Western Australia, as well as a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Chief Executive Officer
Manulife Asset Management (Hong Kong)
Located in Hong Kong, Michael is Executive Vice President, Head of Wealth and Asset Management, Asia and Chief Executive Officer, Manulife Asset Management (Hong Kong). He is a member of Manulife Asset Management’s Executive Committee, Manulife’s Asia Division Executive Committee and Manulife’s Global Management Committee.
Michael leads the wealth and asset management businesses in Asia to address the large and growing wealth management market opportunity in the region. In this capacity, his responsibilities include setting the strategic direction for continued growth across the retail and institutional markets in the region. He is also responsible for business development, regulatory and business risk management, client relationship management and local operational efforts for the asset management franchise in Asia.
Prior to his current appointment, Michael was President, International Asset Management for Manulife Asset Management. Previous to this, he headed Manulife Financial’s investment operations in Asia (ex-Hong Kong). Before relocating to Asia, he was based in Boston, where he led the firm’s institutional spread-based business product development efforts from 2001 to 2004. Prior to joining Manulife Financial in 2001, Michael was based in New York, London and Sydney as the head of various units of a global rating agency that covered leveraged finance and asset-backed securities.
Michael holds a Bachelor of Science in mathematics and management science from Carnegie Mellon University, Pennsylvania, USA.
Sparx Asset Management
Mr. Fujimura joined SPARX Asset Management as a fund manager in 1999. He acts as head of Investment & Research at SPARX and is responsible for overseeing Japanese Mid and Small Cap Strategies. Prior to joining SPARX, he was chief portfolio manager of the small cap investment team at Nikko Investment Trust & Management (currently Nikko Asset Management). He has a Bachelor’s degree in economics from Tsukuba University and a MBA from the Wharton School, University of Pennsylvania. He is a Chartered Member of the Security Analysts Association of Japan and a Chartered Financial Analyst (CFA).
CEO, Greater China
Neil Harvey is a Managing Director of Credit Suisse, based in Hong Kong. He is CEO, Greater China for the bank encompassing the Private Banking & Wealth Management and Investment Banking divisions.
Mr. Harvey has been involved in investment banking and asset management for over 30 years and has significant knowledge and understanding of Emerging Markets and Asia Pacific having worked in Asia Pacific for over 17 years.
Mr. Harvey’s 15 year career at Credit Suisse has spanned many roles with his most recent being Head of Asia Pacific and Global Emerging Markets for the Asset Management division. He has also been Head of the Investment Banking division and Fixed Income division for Asia (excluding Japan). Mr. Harvey was a founder of Credit Suisse’s Global Emerging Markets Fixed Income business.
Mr. Harvey has also held senior positions at Credit Suisse and other firms responsible for business in Australia, Africa, Japan, Latin America, Middle East, Turkey and Russia.
Managing Director – Chief Investment Officer
Andy Ho is currently the managing director of VinaCapital and Chief Investment Officer. Since joining VinaCapital in April 2007, Andy has helped VOF’s NAV surpass the $1bn mark, deployed over $800m on privately negotiated deals, lead over US$200m in exits via strategic trade sales and managed VOF to be one of Vietnam’s best performing and largest fund since 2007.
Previously, Andy was the director of investment at Prudential Vietnam where he looked after the Capital Market portfolio as well as Prudential’s bank investment strategy that returned four times over a period of 18 months. Andy also led a number of large private equity deals in Vietnam totaling almost $200m in market value. Andy was the Fund Manager of Prudential’s mutual fund, PruBF1.
Before joining Prudential, Andy held various management positions at Dell Ventures (Investment Group of Dell Computer Corporation) and Ernst & Young.
Andy is a leading authority on investments in the developing capital markets and privatization opportunities, as well as private equity deals and structures in Vietnam.
Andy is a CPA from the United States and hold MBA from Massachusetts Institute of Technology, USA
Stephen D. Lackey
Chairman, Asia Pacific
Steve Lackey is BNY Mellon’s Chairman of Asia Pacific and Chairman of the Asia Pacific Executive Committee.
In this capacity, Steve directs and manages the execution of the company’s overall business strategy for the region, which includes 16 offices in 12 countries. Additionally, he served as a non-executive director and member of the Audit Committee for Wing Hang Bank Ltd from 2011-2014.
Prior to moving to Hong Kong, Steve served as BNY Mellon’s director of global corporate development and investor relations functions, overseeing the company’s merger and acquisitions activities and its relationships with shareholders and equity/debt analysts.
During his tenure with the company, Steve has held a range of client-focused assignments based in London, Sydney, Pittsburgh and Denver, including his leadership of units that supported multinational clients, communications and technology clients and specialized industries clients.
Steve received a bachelor’s degree from Vanderbilt University and a master’s degree in international management from the American Graduate School of International Management (Thunderbird).
Jack C. Liu
Head of International Division
Jack is an experienced finance professional having started his career in Equity Derivative Sales at Barclays Capital in Hong Kong. Before joining OKCoin, he was Director of Strategy at Kraken. Jack graduated from Queen’s University with a Bachelor in Commerce.
OKCoin was founded in 2013 and received a US$1m Angel Investment from Ventures Lab and Silicon Valley Venture Capitalist Tim Draper. In December 2013, OKCoin closed a Series A round of funding in which it received US$10m (from Ceyuan and Mandra Capital). In early March 2014, OKCoin reached a BTC transaction volume of roughly 293,000 BTC and an LTC transaction volume of roughly 12.9 million LTC. This is the highest crypto-currency transaction volume that any exchange, the world over, has ever had. Our system was able to deftly handle this volume without issue. We constantly strive to provide our users with the best system, products, and services in the industry.
Global Head of Research, Sales & Trading
Dr. Lu Ting joined Huatai Securities in May as the Global Head of Research and Global Head of Institutional Sales and Trading. Previously Dr. Lu served at Bank of America-Merrill Lynch as Managing Director and Head of Greater China Economics.
Dr Lu has been ranked as a top economist in a number of surveys, including No.1 in Economics in All-Asia and All-China Institutional Investor Surveys in 2013, 2014 and 2015; No.1 in China Country Category in All-Asia Institutional Investor Surveys in 2014 and 2015; No. 1 in Economics in Asiamoney Survey in 2013 and The Asset Best economists and credit strategists in 2013.
Dr. Lu Ting holds BA. and MA in Economics from Peking University, and Ph.D. in Economics from the University of California, Berkeley. He’s also a CFA Charter holder.
Elvyn G. Masassya
Biography to Follow…
Senior Director, Head of Risk Strategy
Securities and Futures Commission
Bénédicte N. Nolens is the Senior Director and Head of Risk and Strategy of the Hong Kong Securities and Futures Commission (SFC). Bénédicte joined the SFC in 2012 to establish and lead a new, centralized unit, overseeing risk identification and related strategic planning for the SFC. In December 2013, the Risk and Strategy team published a report entitled “G-SIFI Trends in Risk and Risk Mitigation”, setting out best practices in risk governance and risk culture. In January 2015, the team published a second report entitled “Asset Management: Looking forward”, setting out risk and strategic trends in asset management. Starting April 2015, Bénédicte was appointed as an official member of the Hong Kong Financial Service and Treasury Bureau Fintech Steering Group.
On the international front, Bénédicte is an active contributor to the International Organization of Securities Commissions Committee on Emerging Risks (CER) since 2012 by serving as the co-lead of the Workstream on Emerging Risks. In October 2014, the IOSCO Research Department and CER published the second “IOSCO Securities Markets Risk Outlook 2014-2015”. Starting 2015, Bénédicte is leading the IOSCO CER Working Group on the Risk Data Survey.
Prior to assuming her current role at the SFC, Bénédicte was a Managing Director at Credit Suisse from 2007 to 2012. She served as the Chief Compliance Officer and the Chief Operating Officer of the General Counsel Division of Credit Suisse for the Asia-Pacific region. In this role she managed all regulatory and compliance matters, as well as approximately 140 staff across 12 Asian locations. Prior to Credit Suisse, Bénédicte spent ten years at Goldman Sachs working in a variety of compliance roles covering Asia Ex-Japan, including as Deputy Head of Regulatory Affairs and Head of IBD Compliance. Before that, she worked at the international law firm of White & Case in their New York and Brussels offices.
BMO Global Asset Management (Asia)
Based in Hong Kong, Amit leads BMO Global Asset Management’s business in Asia. In this capacity, he is responsible for investment product development and the marketing needs of all BMO entities and businesses, as well as BMO’s strategic partners, in Asia.
Previously, Amit was with Blackrock Singapore where he held the role of Head of Product Development Asia for iShares. Before joining Blackrock Singapore, he worked with Barclays Global Investors/Blackrock in San Francisco, Toronto and London, England for nearly 15 years. During this time, Amit held expanding positions as a currency trader and portfolio manager, global macro hedge fund manager, and eventually a team of hedge fund managers.
Amit holds an MBA from Tulane University, USA and a Master of Economics from University of Delhi, India. He is a CFA charter holder.
Head of Framlington Equities Asia
AXA Investment Managers
Mark Tinker is head of AXA Framlington Asia, AXA Investment Managers. Mark moved to Hong Kong in September 2013 to support the expansion of the AXA Framlington franchise in Asia. His role involves working closely with the distribution teams in Asia to develop business in the region and supporting the development of our Asian equity capability. Mark joined AXA Framlington in November 2006 and managed the AXA Framlington Global Opportunities Fund from September 2007 to end of August 2013. Mark was previously Global Strategist at Execution Limited. He worked for Commerzbank as Head of Equity and Debt Strategy. Prior to this, he worked with HSBC James Capel as Head of UK Strategy and with UBS Warburg, where he ran their Pan European Equity Strategy team. Mark began his career as an Economist at Williams and Glynn (now RBS) after graduating with an honours degree from Durham University in 1983.
Chairman of Aviva Asia and Global Chairman of Aviva Digital
Chris joined Aviva in October 2014 as CEO Global Life Insurance and Chairman Asia and is a member of the Group Executive. Chris’ role includes accountability for the overall growth and profitability of Aviva’s Life Insurance businesses.
From February 2011 to September 2014, Chris was Group CEO and Executive Director of Great Eastern Holdings Ltd (listed on SGX) and many of its key subsidiaries. Great Eastern is one of the most established insurance groups in Asia and during his tenure Chris was responsible for successfully driving Great Eastern’s business growth and further entrenching market leadership in its home markets of Singapore and Malaysia. Amongst scores of other accolades, Great Eastern was awarded “Life Insurance Company of the Year” in 2011 and 2013 at the AIR Asia Insurance Industry Awards. Chris also served as Deputy Chairman of Lion Global Investors (a leading South-East Asian asset management firm), and was a Director of Singapore Reinsurance Corporation Ltd (listed on SGX). Prior to this, Chris was the Executive Vice President and Group Chief Marketing Officer of AIA Limited. Chris also previously held the position of CEO at AIG United Guaranty Insurance (Asia) Limited and held various positions at ING Canada and Allstate Insurance Company of Canada where his roles included Chief Risk Officer.
Professional qualifications and memberships:
Chris holds a Bachelor of Science (Hons) from the University of Toronto in Canada where he specialised in actuarial science. Chris is an associate of the Casualty Actuarial Society and a member of the American Academy of Actuaries.
Managing Director, Asia Pacific
Old Mutual Global Investors
Carol has worked in the Asian investment management industry for over 20 years. She joined Old Mutual Global Investors in November 2013 as Managing Director, and Head of Distribution, Asia Pacific, where she is responsible for developing OMGI’s Asian strategy, with a core focus on expanding the company’s market share in key markets across the region.
Prior to OMGI, Carol worked at BNP Investment Partners (previously known as ABN AMRO Asset Management), where she joined in 1998 as Head of Investment Fund Services. She was responsible for developing and executing business strategies including distribution, marketing, product and client servicing for Asia. Carol was appointed as the Head of Distribution, Hong Kong, China and South East Asia in 2011.
Carol started her career at HSBC and then joined Jardine Fleming Unit Trusts Limited (now known as JP Morgan Asset Management) in Hong Kong. She was an Executive Committee member of the Hong Kong Investment Funds Association from 2009-2013 and has been a Chartered Financial Analyst since 1997.
Asia Pacific Asset Management Group Tax Leader & Council Member, HK FSDC
Florence is Asia Pacific Tax Leader of Financial Services and Asset Management and Tax Leader of the Private Equity Practice in China/Hong Kong, and member of the PwC Global Alternative Investment Management Advisory Committee. She is a member of the PwC Islamic Finance Group.
She has over 20 years of professional tax experience assisting clients to devise, plan and implement tax efficient holding and operational structures for international, Mainland China and regional banks, insurance companies, pension funds, traditional and alternative (venture capital, private equity, hedge, real estate, infrastructure, distressed events etc.) funds, fund managers and investors (sovereign, institutional, fund of funds, family offices and high net worth individuals) including stamp duty exemption and remission applications and transfer pricing structures and tax-exempt mergers of banks.
She has acted as tax advisor to IPOs and M&A involving banks, insurance companies and fund managers. She works closely with the industry, the banking and other regulators and the Hong Kong Government as well as the Mainland authorities and regulators to uplift Hong Kong as a key Financial Centre of China.
Florence is a member of the Institute of Chartered Accountants in England and Wales, the Chartered Institute of Taxation (U.K.), the Hong Kong Institute of Certified Public Accountants, the Taxation Institute of Hong Kong, and a registered accountant in Macau.
She is a member of the Technical Committee of the Hong Kong Venture Capital and Private Equity Association, Executive Committee and Vice Chairman of the Alternative Investments Management Association – Hong Kong Branch and the chairman of the tax-subcommittee of AIMA-HK. She is also the Honorary President of Advisory Board, Hong Kong Private Equity Finance Association and a member of the Islamic Finance Working Group of the Treasury Markets Association. She is a frequent speaker at seminars and contributor of articles in Hong Kong and overseas.
Florence graduated from Imperial College, UK, with a degree in Computer Science.
She has been appointed as member of the Financial Services Development Council of the Hong Kong Special Administrative Region (2013-2017).
Asia Managing Partner
Shearman & Sterling
Matthew Bersani, Asia Managing Partner of Shearman & Sterling, specializes in corporate finance and securities transactions. Mr. Bersani has deep experience representing both issuers and underwriters. Transactions in which he has been involved include Rule 144A/Regulation S offerings and registered U.S. public offerings of equity securities and convertible and exchangeable debt offerings. He is a frequent speaker on topics relating to the Dodd-Frank Act, the JOBS Act, SEC requirements and various key legal and regulatory reform issues. Mr. Bersani also leads Shearman & Sterling’s India Group. Among other distinctions, Mr. Bersani has for several years been cited as “top tier” or “highly recommended” in various guides to the world’s leading capital markets lawyers. For example, he is recognized as a leading individual for Capital Markets in China, Hong Kong, Thailand and India by Chambers Global and Chambers Asia (2009-2015). Mr. Bersani speaks fluent Mandarin Chinese.
CIO Equities, Asia Pacific
Allianz Global Investors
Raymond Chan, CFA, was born in Hong Kong in 1965. He is a portfolio manager and CIO Equity Asia Pacific with Allianz Global Investors, which he joined in 1998. He is responsible for all AllianzGI investment professionals in Asia and has more than 22 years of investment-industry experience. Raymond was previously an associate director with Barclays Global. He has a BA in economics from the University of Durham and an MA in finance and investment from the University of Exeter. Outside of fund management, Raymond enjoys tennis.
Corporate Development and Finance Director
As Corporate Development and Finance Director of Swire Pacific Limited, Martin Cubbon is responsible for all aspects of the group’s new business development and finance, reporting to the Chairman. He is also a non-Executive Director of Cathay Pacific Airways Limited and Swire Properties Limited. He was previously Group Finance Director of Swire Pacific Limited from September 1998 to February 2009 and Chief Executive of Swire Properties Limited from March 2009 until December 2014. Mr. Cubbon joined the Swire Group in 1986 and was appointed to his current position in January 2015.
Mr. Cubbon was born in Britain in 1957. He graduated from the University of Liverpool with a BA Honours in Economics and qualified as a Chartered Accountant in 1983, working for Arthur Andersen in the U.K. before joining Swire Group in 1986.
Mr. Cubbon is married and has two sons and a daughter.
CEO Asia Pacific, Global Investment Management
JP Morgan Asset Management
Michael I. Falcon is Chief Executive Officer of Asia Pacific, Global Investment Management for J.P. Morgan Asset Management. Based in Hong Kong since 2014, he is responsible for overseeing all aspects of the Investment Management business in Asia, which operates in eight countries, with 1,700 employees, and 180 investment professionals. In addition, Mr. Falcon continues to assume the role of Head of the Asia Pacific Funds Business.
Mr. Falcon serves on the Global Investment Management Operating Committee as well as the firm-wide Asia Pacific Management team. He also chairs the Investment Management Asia Pacific Operating Committee.
Before relocating to Hong Kong, Mr. Falcon was Head of Retirement for J.P. Morgan Asset Management where he and his team worked closely with the firm’s Global Funds and Global Institutional businesses to provide investment products, insights and administrative services that help people save for and live in retirement. J.P. Morgan Asset Management is a leading provider of investments to the corporate and individual markets serving plan sponsors, their consultants and most importantly, millions of individuals via their employer plan or financial advisor.
Prior to joining J.P. Morgan in 2010, Mr. Falcon served as a consultant and strategic advisor to companies in the retirement, equity awards, wealth management and asset management industries. From 2000 to 2008, he was a senior executive in Merrill Lynch’s Wealth Management business where he ran the Retirement Group, including DC, DB, IRA, 529, equity award and retirement planning solutions. Previously, Mr. Falcon spent 11 years in general, financial and strategic management positions with Sara Lee Corporation (now HanesBrands, Inc.) in Chicago, Paris and North Carolina. He began his career in commercial and investment banking at The Chase Manhattan Bank in 1985.
Mr. Falcon served as Chairman of the Advisory Board to the Center for Retirement Income Research at the Employee Benefit Research Institute (EBRI), where he also previously served as a trustee and on the executive committee. He was a delegate to both the 2005 White House Conference on Aging and the Department of Labor’s 2006 National Summit on Retirement Savings. Mr. Falcon holds a B.S. in finance from Indiana University.
Executive Director and Head of Global Banking and Markets
Hang Seng Bank
Andrew Fung is General Manager and Head of Treasury and Investment of Hang Seng Bank. He oversees the Bank’s bullion, asset management and securities services subsidiary companies, as well as the business for global markets, fund and structured product development, and investment advisory.
Andrew’s present public appointments include being a Member of Process Review Panel for the Securities and Futures Commission, Non-official Member of the Business Facilitation Advisory Committee (The Government of HKSAR), General Committee Member of the Federation of Hong Kong Industries, and Member of Hong Kong Trade Development Council Financial Services Advisory Committee. He is an Election Committee Member (Insurance Sub-sector) for 2007 HKSAR Chief Executive Election. Andrew is a degree-holder of Bachelor of Arts, The University of Hong Kong.
Arthur Hayes obtained his BA in Economics at the Wharton School of Business at the University of Pennsylvania in 2008. Subsequently he moved to Hong Kong where worked as an equity derivatives trader for Deutsche Bank and Citigroup for 5 years. Arthur was the head ETF market maker at both firms. In January 2014, BitMEX – Bitcoin Mercantile Exchange was formed. BitMEX is a P2P leveraged financial products trading exchange. BitMEX through the use of Bitcoin as collateral, allows anyone anywhere to trade any time of financial risk.
CIO, Fixed Income, Asia Pacific
Ken Hu joined Invesco in April 2014 as Chief Investment Officer, Fixed Income, Asia Pacific. He acts as fixed income senior investment professional and our primary liaison in Asia Pacific, and leads overall fixed income efforts in the region including growing our fixed income presence in Asia Pacific and overseeing fixed income investment products and processes.
Ken has over 17 years of experience as an investment management professional, with much of his career dedicated to fixed income leadership positions. He joins Invesco from Bank of China Hong Kong (BOCHK) Asset Management, where he has served as chief investment officer for fixed income since January 2011 and won the Best Offshore RMB Manager award from Asia Asset Management in 2012 and 2013. Prior to that Ken was chief investment officer for Bank of China Group Life Assurance, where he started investing in onshore RMB bond markets, and director of fixed income for HSBC Private Bank. He also led the investment management activities for First State Investments and Income Partners Asset Management.
Ken holds a Bachelor’s Degree in Business Administration from the University of Wisconsin-Madison, USA and a Master’s Degree in Finance from the Hong Kong University of Science and Technology. In 2005, he was invited by the Hong Kong University of Science and Technology as a Visiting Scholar to teach investment courses for its Bachelor’s Degree programme. Ken is both a Chartered Financial Analyst and Certified Public Accountant.
'First Up' Anchor
Angie Lau is an anchor for Bloomberg Television. Based in Hong Kong, Angie hosts First Up, which begins live daily coverage out of Asia, leading viewers into the start of the business day.
Angie has interviewed many business leaders and influencers, from Li & Fung Chairman William Fung live in the studio to Franklin Templeton’s Chairman Mark Mobius and Hong Kong’s former Chief Secretary Anson Chan. She has anchored programs looking at the future of Macau and extensive interviews with the likes of renowned fashion designer, Sir Paul Smith and CEO of J Crew, Mickey Drexler.
A global journalist with more than 16 years’ experience, Angie came to Hong Kong from Bloomberg’s Chicago bureau where she covered markets and business stories from the Chicago Board of Trade. Prior to joining Bloomberg, she was the consumer reporter and anchor for the ABC affiliate in Cleveland, Ohio, where she received the Excellence in Journalism Award for Investigative Reporting.
Angie is a member of the Asian American Journalists Association (AAJA) and was the co-director of AAJA J-Camp, which teaches journalism to scholarship students across the nation.
Born in Hong Kong, Angie received her degree in journalism from Ryerson University in Toronto, Canada.
Chairman & CIO
Atlantis Investment Management
Yang is the Chairperson and Chief Investment Officer of Atlantis Investment Management Ltd and Atlantis Investment Management (Hong Kong) Ltd. Yang has over 20 years of experience in investing in the Greater China region. In 2001, Yang was head of China equities at First State Investment Management (HK). She joined CMG CH China Investment Ltd in 1993, where she was the CIO of CMG CH China Fund (renamed New Era PRC Fund later) which was also the first closed-ended China Fund listed on the Australian Stock Exchange. Yang joined CITIC Group in Beijing in 1988.
Yang graduated in 1988 from the Central University of Finance and Investment in Beijing with a Bachelor in Economics. She then received a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia in 1998.
CIO, Asia Pacific
HSBC Global Asset Management
Bill Maldonado is HSBC Global Asset Management’s CIO, Asia-Pacific and Strategy CIO for Equities globally. Based in Hong Kong, Dr. Maldonado oversees the investment strategies in the region. He has worked in the asset management industry since joining HSBC in 1993 as a European derivative-based portfolio manager.
Over the past 21 years, Dr. Maldonado has headed up a number of investment functions, such as non-traditional Investments (including passive indexation mandates, fund-of-funds, structured products and hedge funds). He became Strategy CIO, Equities and CIO for the UK in 2010. He was also involved in the management of some Asian portfolios in Hong Kong during 1993-1994.
Dr. Maldonado holds a D. Phil in Laser Physics from Oxford University and an MBA from the Cranfield School of Management.
Executive Editor, Asia Pacific
David Merritt is the Executive Editor for Bloomberg News based in Hong Kong, responsible for the coverage of the Asia Pacific region. He oversees 26 bureaus and more than 450 reporters, editors and managers.
Since joining Bloomberg in 2000, Merritt held various positions prior to his current role including Managing Editor for the South Asia region, leader for the European stocks, speed desk, general assignment and headlines teams and a headlines editor. His first three years at Bloomberg were spent in sales, where he helped to manage the Merrill Lynch account in London before selling Bloomberg terminals to clients in Amsterdam and across the Netherlands.
Prior to joining Bloomberg, Merritt achieved a first class bachelor’s degree in English Language and Literature from Christ Church, Oxford University.
Director East Asia & the Pacific
International Finance Corporation
Vivek Pathak has extensive emerging markets experience in principal investments, restructuring and risk management across all industry sectors. Over the past 16 years at IFC, he has covered Asia-Pacific, Middle East, North Africa and Central Asia in various leadership capacities. In his current role, Vivek leads IFC’s advisory and investment operations across Asia-Pacific, which in fiscal year 2014 reached a record $6.1 billion investment volume.
Before taking up his current role, Vivek served as IFC Director for Investment and Credit Risk based in Washington, DC and managing a team of seasoned professionals responsible for global coverage of credit risk, investment risk, integrity risk, pricing and credit/equity training. Previously, Vivek oversaw IFC’s portfolio in the Middle East and North Africa, and led IFC’s business development efforts in frontier markets like Afghanistan, Iraq and Iran. Prior to joining IFC, Vivek worked with Bank of America and ABN AMRO Bank N.V. in new business and risk management. In his capacity as a Head of Risk Management, ABN AMRO Bank, Thailand, he was responsible for managing a large and diverse portfolio during the Asian Financial Crisis.
CEO Asia Pacific
Wai-Kwong Seck is chief executive officer of Asia Pacific at State Street Bank and Trust Company. He is also a member of State Street’s Management Committee, the company’s most senior strategy and policy-making team.
Mr. Seck has overall responsibility for the strategic direction, management and growth of the Global Services, Global Markets and Global Exchange businesses in Asia Pacific, where State Street operates from seven branches, servicing clients in 17 geographical markets in the region.
Prior to joining State Street in September 2011, he was chief financial officer of the Singapore Exchange for eight years. Previously he held senior-level positions in the Monetary Authority of Singapore, the Government of Singapore Investment Corporation (GIC), Lehman Brothers and DBS Bank.
Mr. Seck is a member of the Board Risk Committee at Singapore’s GIC. In July 2015, he was appointed as a member of the Monetary Authority of Singapore’s new Financial Centre Advisory Panel. He also serves on the Board of Regents of Trinity International University in Illinois, and was appointed to the Board of Governors of the Singapore International School (Hong Kong).
Mr. Seck earned a Master of Business Administration (with Distinction) from the Wharton School at the University of Pennsylvania and a Bachelor of Economics with first-class honors from Monash University in Melbourne, Australia.
BEA Union Investment
Ms. Wan possesses more than 20 years of experience in Asia’s asset management industry. She is a highly-seasoned veteran having represented various international asset managers in Asia. She had an extensive background in various functional areas within the mutual fund industry in Asia, including overall business development, marketing, sales, client servicing, operation and general management. Before joining BEA Union Investment in mid-2011 as its CEO, she was CEO of the Institute of Financial Planners of Hong Kong, leading the Institute’s efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors Hong Kong Limited, where she was responsible for developing and implementing growth strategies and managing multinational distributors.
Apart from her impressive career, Ms. Wan is also involved in various public services in Hong Kong. She is currently a member of the Disciplinary Panel of Hong Kong Institute of Certified Public Accountants and a member of Professional Ethics Review Committee of the Institute of Financial Planners of Hong Kong. She had served as the Board Member of the Deposit Protection Board of Hong Kong and chaired its investment committee from 2008 to 2011. She was also a member of the Insurance Advisory Board from 2010-2013. She has been an active member of the Hong Kong Investment Funds Association, serving as a Vice-Chairman from 2006 to 2008.
Mr. Matthew Winkler, also known as Matt, is the News Founder of Bloomberg L.P. and has been its Editor-In-Chief Emeritus since 2015. Mr. Winkler served as its Editor-in-Chief of Bloomberg L.P. Between 1991 and 1994, Mr. Winkler wrote the Capital Markets column for Forbes magazine. Between July 1980 and February 1990, Mr. Winkler was a reporter for the Wall Street Journal, Barron’s, and news services of parent Dow Jones & Co. in New York and in London. He was a New York-based
ICI Global Asia Pacific
Qiumei Yang is CEO, ICI Global Asia Pacific. Yang comes to ICI Global from the Hong Kong Stock Exchange (HKEx), where she served as deputy head of the market development division and head of mainland development. Yang played a critical role in the exchange’s business development and assisted in HKEx’s acquisition of the London Metal Exchange.
Yang’s career also includes 10 years at the China Securities Regulatory Commission in roles including deputy director general for the department of investment fund supervision. In that job, she represented the People’s Republic of China in the International Organization of Securities Commissions (IOSCO), serving on the standing committee on investment management. She also chaired IOSCO’s working group on investment funds in the IOSCO emerging market committee.
In addition, Yang has taught at universities in the United States and Latvia, and for several years worked as a consultant to the Organisation for Economic Co-operation and Development. She earned bachelor’s and master’s degrees from Peking University and her PhD in economics from the University of Illinois.
CEO, North Asia
Amundi Hong Kong Limited
Mr. Xiaofeng Zhong joined Amundi Hong Kong Limited in November 2011 as Deputy Chief Executive Officer, Sales and Marketing, and was appointed Chief Executive Officer, North Asia in September 2012. He is responsible for promoting Amundi Group’s expertise to institutional clients and third-party distributors in North Asia (mainly Mainland China, Hong Kong, Taiwan and South Korea) as well as the management of Asian Equity and Asian Balanced expertise for all clients of the Amundi Group.
Prior to joining Amundi, Mr Zhong worked at Groupe Crédit Agricole from 1996, holding various positions in France and Greater China mainly within the investment banking arm. His most recent role prior to joining Amundi was Managing Director of CA-CIB Beijing branch.
Mr Zhong has a PhD in Political Studies from the Institut d’Etudes Politiques de Paris, a DEAs (Postgraduate Diploma) in Political Studies and International Relations, from the Institut d’ Etudes Politiques de Paris, France and an MA (French Language & Literature) from Sun Yat-Sen University in Guangzhou, China. He is fluent in French, English, Mandarin, Cantonese, Hakka and Chaozhou.