Michael Blake is CEO Asia for Union Bancaire Privée, having joined UBP in 2016 upon its successful acquisition of Coutts International. In this capacity, he is responsible for the leadership and development of UBP’s wealth management business in Asia.

Michael, with his 20 years of experience, brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Previously, 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 25 years and is active in various international affairs forums.

He read philosophy, politics and economics at Oxford University and studied Mandarin in Beijing.

Mischa joined Standard Chartered Bank in June 2019. Based in Singapore, he is leading the alternative investments team overseeing hedge funds and private markets products. Prior to that, Mischa worked for DBS Bank and Societe Generale Private Banking where he held various positions in Asia and in Europe as product manager in the fund team, covering both traditional and non-traditional investments. He has more than 10 years of experience in the fund management industry. Mischa holds an MSc in finance and banking from the University Paris II Assas and is CAIA Charterholder.

Rickie joined Bank of Singapore as head of private banking, Greater China, Hong Kong branch, in February 2024. He was also subsequently appointed chief executive, Hong Kong Branch, in April 2024.

Rickie has over 28 years of experience in private banking, wealth management and capital markets. Prior to joining Bank of Singapore, he was the chief executive of the Hong Kong branch and head of global wealth management, Greater China, at Credit Suisse. He has also held several senior leadership roles at Barclays Bank and Goldman Sachs’ Private Wealth Management Department in Hong Kong.

Mr Chan graduated from the University of Chicago with a Bachelor of Arts (economics).

Raymond Cheng is the bank’s chief investment officer for North Asia. He leads a team of investment strategists across mainland China, Hong Kong, Taiwan and Korea to champion the CIO office’s views internally and externally across the affluent segment in the region.

Raymond joined from J.P. Morgan Private Bank, where he was a managing director and functioned as the head of Asia equity strategy for most of his tenure to develop equity and cross-asset thematic investment views. Prior to that, Raymond was head of research at Bank of Communications International, and Bank of China International. He was consistently ranked among the top China/HK strategists by Asiamoney Broker Poll during those years. He had also served as a senior portfolio manager with Mirae Asset Global Investment, managing several regional and China equity mandates. His views have been widely followed by clients and media worldwide.

Raymond hails from Hong Kong, while he studied and started his career in financial and equity analyses in North America in his earlier years. He has a master of Business Administration with Distinction from New York University Leonard N. Stern School of Business and a Bachelor of Commerce degree from the University of Toronto. He is a CPA and CFA charterholder.

James Cheo is chief investment officer, Southeast Asia & India for global private banking and wealth at HSBC. Mr. Cheo is a member of the global investment committee for private banking and wealth management and also a member of the regional investment committee in Asia. In his role, he spearheads the development of investment strategies across all asset classes for private banking and wealth management clients in Southeast Asia.

Prior to rejoining HSBC Private Banking, James was senior investment strategist at Bank of Singapore, where he was responsible for asset allocation and thematic research. Before that, James assumed investment strategist roles at Barclays Wealth Asia. From 2004 to 2009, James served as senior economist at the Monetary Authority of Singapore, where he was part of the team that formulated policy actions for Singapore during the 2008 global financial crisis.

James graduated with first class honours in finance from Nanyang Technological University. He was awarded the chartered financial analyst charter in 2007.

Cheuk Wan Fan is Chief Investment Officer, Asia for HSBC Global Private Banking and Wealth (HSBC GPB&W) and acts as a member of the Global Investment Committee for HSBC GPB&W and Chair of the Regional Investment Committee in Asia. In this capacity, she oversees the Chief Investment Office in Asia focusing on developing investment strategies and themes across all asset classes for clients in the region. She is also responsible for driving investment content and regional product fulfilment strategies in Asia.

Fan has close to three decades of investment experience. Prior to joining HSBC in 2016, she worked for Credit Suisse Private Banking, serving as Managing Director and Chief Investment Officer Asia Pacific in 2013-2015, Head of Equity Research and Head of Research Asia Pacific in 2006-2013. Previously, Fan held senior China equity research roles for 11 years at ABN AMRO Bank, Cazenove Asia, BNP Peregrine Securities and Standard Chartered Securities.

Jaye Chiu is the head of investment products and advisory for Bank of East Asia, overseeing all investment products, advisory services and brokerage services provided to personal, high-net-worth, corporate and institutional clients across the bank’s personal banking, private banking, corporate banking and BEA China. In particular, Jaye and his teams have been focusing on adopting technology-driven and cross-border wealth management solutions to benefit BEA’s clients within the region.

Previously, Jaye worked as a managing director and regional head of investment for Bank of Montreal (BMO) Private Bank in Asia, as well as a senior managing director and head of investment for Hong Kong at EFG Bank AG. Prior to these roles, Jaye also held other senior roles in HSBC Private Bank, BNP Paribas Wealth Management and UBS Wealth Management.

Jaye graduated with honours from Tepper School of Business – Carnegie Mellon University in the US. He is a CAIA (Chartered Alternative Investment Analyst), CIWM (Certified International Wealth Management Diploma) and CPWP (Certified Private Wealth Professional) charter holder. Jaye speaks regularly at financial industry conferences and acts as a judge for various awards within the financial industry in Asia.

Mathieu is currently global head and Asia Pacific head of alternatives, in HSBC’s 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.

Shui Wei Ho is the market head for Thailand, Japan and Asia Switzerland at Julius Baer overseeing multiple group heads, and concurrently on the board of directors for SCB-Julius Baer Securities Co. Ltd. in Thailand. An industry veteran with over 25 years of banking experience, she leads teams across various locations to provide comprehensive, holistic investment solutions to clients.

Shui Wei joined Julius Baer in 2022 as group head South East Asia, bringing with her a wealth of expertise in client relationship management, investment portfolio management, and wealth creation. Her skills and experience have propelled her to her current leadership position.

Before joining Julius Baer, Shui Wei was integral to Bank of Singapore both in leading teams of relationship managers covering Thailand and Indochina markets, and in the trading room, where she led multiple investment products businesses including money markets, fixed income and foreign exchange. Prior to Julius Baer, she held senior positions at UBS Investment Bank, UBS Wealth Management and served a decade at the Monetary Authority of Singapore, managing the nation’s reserves and contributing to policy and regulation. Her career spans the global financial centres of London, Switzerland and Singapore, deepening her understanding of the international financial landscape.

Shui Wei graduated with a bachelor’s degree with honours in business from Nanyang Technological University of Singapore. She is also a CFA charter holder.

Stefanie was most recently global chief currency strategist, portfolio manager, at asset manager DWS, where she coordinated a team to guide the portfolio managers on strategy in foreign-exchange exposure covering the macro view, positioning and technical analysis.

Based in Singapore, she is responsible for the development for the Asian part of the house view of Deutsche Bank International Private Bank. Prior to DWS, she held different leadership roles at Commerzbank AG and Royal Bank of Canada in Hong Kong, Singapore and London.

Stefanie is a member of the Singapore Foreign Exchange Committee under the Monetary Authority of Singapore. She was nominated and is serving as Co-Vice Chair of the Global Foreign Exchange Committee for a two-year term.

YT Kum joined UBP in 2023 as head of funds, North Asia, to enhance the bank’s fund offering and to drive growth and penetration of managed funds in client portfolios in the region.

Before assuming his new role, YT was director of fund solutions at Credit Suisse, where he managed solution advisory and fund selection for clients. Prior to this, he held positions at Manulife Asset Management and Morningstar Investment Management Asia, where he was associate director, responsible for manager research and selection.

YT holds a master’s degree in international and public affairs from the University of Hong Kong and a master’s degree in cultural studies from Lingnan University. He also has a bachelor of business administration with a major in finance and minor in law from City University of Hong Kong. He is a CFA and CAIA charter holder.

Cynthia has over 20 years of industry experience. She joined Bank of Singapore in January 2022 from J.P. Morgan Private Bank where she was the head of asset classes specialists in Asia and was responsible for sales and advisory of funds and single asset classes discretionary mandates. At J.P. Morgan Private Bank, she advised ultra-high-net-worth individuals, family offices and endowments.

Prior to joining J.P. Morgan Private Bank in 2017, she was a managed solutions advisory director with Standard Chartered Private Bank, advising high networth clients on managed solutions across Southeast Asia. Before joining Standard Chartered Private Bank in 2015, she spent a decade with Citibank where she was responsible for manager selection. Cynthia spent the earlier part of her career in hedge funds research and asset management
roles.

Eli is a managing director and chief investment strategist at Bank of Singapore, and plays a leading role in developing strategic and tactical portfolio asset allocation and thematic strategies across global asset classes and alternative investments for the overall banking group and portfolio management teams. He is a central member of Bank of Singapore’s Investment Committee, which determines the bank’s overall investment direction, and is an internal member of the BOS-CIO Global Advisory Council.

He was previously head of investment strategy, during which he and his team spearheaded the transformation of the group’s investment allocations to alternative investments and oversaw the optimization of target allocations for the group’s medium- and long-term portfolio strategies. Before that, he was the head of equities research and advanced the development of the group’s global equity coverage platform across the US, Europe and Asia and investment processes in equity alpha generation.

Prior to joining Bank of Singapore and the OCBC Group, he was an investment analyst in the fixed income department at the Wellington Management Company in Boston. He began his career as an associate in Charles River Associates, a consulting firm in Boston, specialising in arbitration in the financial sector. Eli also sits on the Wealth Panel of OCBC Group and serves as a member of the Investment Committee for The Salvation Army Singapore. Eli graduated from Harvard University with a master’s degree in statistics.

Lemuel Lee is Head of Wealth Management Hong Kong for BNP Paribas. He is responsible for implementing wealth management’s growth strategy while supporting its teams of talented bankers to deliver value-added solutions to clients in line with our One-Bank strategy.

Lemuel joined BNP Paribas’ wealth management division in 2017 as Head of Investment Services, Hong Kong and Deputy Head of Investment Services, Asia Pacific. He was responsible for overseeing the delivery of the Bank’s investment offering and advisory to clients across traditional and digital channels, the development of discretionary and advisory services as well as the advancement of new initiatives.

Lemuel has over 20 years of investment banking and wealth management experience. Prior to joining BNP Paribas, he was Head of Equities, Asia for J.P. Morgan Private Bank. He also held a long tenure of eight years with J.P. Morgan Corporate & Investment Bank, assuming various leadership positions in equity derivatives distribution and marketing.

Before joining J.P. Morgan, he was with Bear Stearns and Bank of America Merrill Lynch in capital market roles across Hong Kong, Japan, London and New York.

Lemuel obtained a Master’s degree in Commerce and a Master’s in International Business from the University of Sydney. He also holds a Bachelor’s degree in Commerce and a Bachelor’s degree in Laws from the University of New South Wales.

Teresa Lee assumed the role of region head for North Asia and chief executive Hong Kong at UBP in August 2024. Based in Hong Kong, she drives the development of UBP’s North Asia business, which encompasses the Mainland China, Hong Kong, Taiwan and Philippines markets.

With an illustrious career spanning over two decades in the wealth management sector, Teresa has a proven track record as a successful business builder in Asia. Prior to joining UBP, she served in senior leadership positions at several prominent financial institutions. Most recently, Teresa was the head of Greater China and later the vice-chair of Greater China at Bank of Singapore, where she oversaw significant business expansion. Earlier in her career, she held roles as head of relationship management, China at Standard Chartered and as a team head at ABN Amro Private Bank.

Teresa holds a Bachelor of Business degree from the University of Technology Sydney. She is known for her comprehensive industry knowledge and deep understanding of the North Asia market. Her expertise in relationship management and her strategic acumen position her well to lead UBP’s expansion in the region and capitalise on growth opportunities in the dynamic wealth management market.

Lina Lim is the Regional and Hong Kong Head of Discretionary and Funds, Investments and Wealth Solutions, Asia Pacific at HSBC Global Private Banking and Wealth. Lina has over 25 years of industry experience primarily in asset and wealth management.

Prior to joining HSBC Global Private Banking, Lina worked for J.P Morgan Wealth Management over a decade in various capacities. Her most recent responsibility at J.P. Morgan Wealth Management was to spearhead Institutional Wealth Management’s discretionary business in Asia for family offices, endowments, nonprofits and foundations. Before joining J.P. Morgan Wealth Management, Lina was a Responsible Officer and Senior Portfolio Manager with Sumitomo Mitsui Asset Management based in Hong Kong.

Lina is a member of the Chartered Association of Certified Accountants (ACCA) and Chartered Financial Analyst (CFA). She is an advocate for sustainable investing and has strong passion for charity. She previously served as board member in two non-profit-organisations focusing on women education and wellness. She holds a post graduate certificate on Business Sustainability by Cambridge Institute for Sustainability leadership, University of Cambridge, United Kingdom. She was also a speaker at the 4th Global Asset Allocation Focus (GAAF 2019) in Shanghai focusing on ESG investing.

Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including regional head of ultra high net worth and global family office in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.

Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the executive committee of the Hong Kong Private Wealth Management Association (PWMA), and is a board member of the Hong Kong Financial Services Development Council (FSDC) and the Hong Kong Academy for Wealth Legacy.

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 and 2023. 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.

David Louie is the CEO and head of North Asia, EFG Bank AG, Hong Kong.

David Louie is responsible for driving EFG’s growth momentum in the Hong Kong market and a member of EFG Bank’s Asia business committee. David Louie is a highly experienced wealth management professional with over 38 years in the industry. Before joining EFG, he served as market group head China at Credit Suisse for 11 years. He was also a member of the APAC management committee and an executive officer for Credit Suisse AG’s Hong Kong Branch.

Prior to that, David Louie was a vice chair at Safra Sarasin. He also held senior roles in Clariden Leu Asset Management (Hong Kong) Limited and Deutsche Bank AG Hong Kong.

Royston is the regional head for Private Investments within BNP Paribas Wealth Management, which encompass primarily private equity, real estate, infrastructure and private credit since 2010. He is based in Singapore. He was in a similar role at Bank of Singapore for 3 years prior to joining BNP Paribas Wealth Management.

Prior to this, he spent seven years of his career with TIF Ventures Pte Ltd, a wholly owned subsidiary of the Singapore Economic Development Board. TIF Ventures managed the US$1.3 Billion Technopreneurship Investment Fund, a “fund of funds” established to promote the venture capital and private equity investments in Singapore. In this capacity, he was responsible for origination and due diligence, which resulted in numerous investments in private equity funds globally. Royston started his career with the National Science and Technology Board of Singapore (now Agency for Science, Technology and Research, A*STAR) where he was responsible for evaluating both public and private R&D proposals for government funding.

Royston graduated with a Masters of Science degree from the National University of Singapore.

Yvonne Leung is a managing director and head of managed solutions at J.P. Morgan Private Bank in Asia. Based in Hong Kong, she serves as an impactful partner who works closely with advisors and portfolio management teams in delivering core multi-asset managed solutions to clients and prospects in the region.

She has more than 20 years of experience in the financial industry. Prior to joining J.P. Morgan, she spent six years at Goldman Sachs in Asia as an executive director in the portfolio management group (PMG). Yvonne was a founding member of the Asia PMG team, which covers clients across different parts of Asia (ex-Japan).

Yvonne holds a Master of Studies degree from the Cambridge Institute of Sustainability Leadership (CISL) at the University of Cambridge, a Master of Business Administration degree from the Australian Graduate School of Management, and a Bachelor of Commerce degree from the University of British Columbia. She is also a CFA charterholder.

Brad joined Citi Private Bank in 2018 and is the APAC head of alternative investment sales for Citi Global Wealth Investments, covering ultra-high-net-worth, high-net-worth, and consumer segments.

Prior to joining Citi, he was a managing director at EnTrustPermal (formerly Permal) overseeing their business in the Asia Pacific region. Prior to this role, he was a vice president at ABN AMRO Asset Management focused on third party distribution to private and retail banks in the region, and key accounts in Australia.

Prior to this, Brad held various roles at BT Financial Group including product specialist, business development and account manager.

He holds a Bachelor of Business degree from Queensland University of Technology. He is also a Chartered Alternative Investment Analyst (CAIA) charter holder. He also previously served as vice chairman for the Singapore chapter of the Alternative Investment Management Association (AIMA), in addition to serving on the executive committee and membership committee.

Jason was appointed CEO of Bank of Singapore in March 2023. He joined Bank of Singapore from Julius Baer, where he was head of private banking Southeast Asia and branch manager Singapore.

Prior to joining Julius Baer in 2020, Jason worked at Goldman Sachs for more than two decades and has held several senior roles, including CEO of Goldman Sachs Singapore and head of Southeast Asia and Australia for private wealth management (PWM).

Before relocating back to Singapore, he was based in Hong Kong as head of market solutions group and head of alternative capital markets Asia Pacific. Prior to that, he worked in the equities merchandising group in New York. He joined Goldman Sachs as a financial analyst in PWM in Singapore upon graduation.

Jason earned a BA in economics and East Asia studies, with a focus on Japan, from Brown University, USA. He serves on the Board of Governors of Raffles Institution.

Managing director and group head of DBS Private Bank, Joseph Poon starts his day at 4am, training for marathons. He sees the parallel between running a race and running the private bank business in the consistency and discipline needed for both.

Joseph is also Head of DBS treasures private client in Singapore and Hong Kong, a responsibility he took up after his role as region head of Southeast Asia.

He brings to DBS over 20 years of banking experience, most recently from his role in UBS. As Southeast Asia head of the ultra high net worth segment and head of global family office, Southeast Asia, he drove the strategic growth for UBS’ highest valued clients by delivering bespoke solutions across the bank’s investment banking, asset management and wealth management segments.

Joseph holds a B.C.A. and a B.A. from Victoria University of Wellington, New Zealand. He is a CFA charter holder and a board member of the CFA Association Singapore for 16 years.

Stephen Sheung is team head, alternative investments & managed solutions, investment solutions group Hong Kong, at Bank of Singapore.

In this role, he leads a team of product specialists to drive the overall growth of the bank’s managed investments and alternative investments business. Stephen is experienced in portfolio advisory, portfolio management and investment strategy at various financial institutions including UBS Global Wealth Management and HSBC Global Private Banking.

Stephen holds a Master of International & Public Affairs from the University of Hong Kong and a Bachelor of Mathematics (actuarial science) from the University of Waterloo in Canada. He is a certified CFA and FRM, and has obtained the CFA Certificate in ESG investing.

Michelle Shi joined UBS in 2022 as head of CIO global investment management alternative solutions APAC, where she is responsible for the bank’s alternatives offerings for the private wealth clients in the region.

Michelle has more than two decades of experience in the financial industry, and an established buy-side track record in the alternatives investment industry for almost 20 years. She joined UBS after a decade with State Street Global Advisors and GE Asset Management, where her last role was head of Asia private equity, managing the Asian private equity investments and private credit investments on behalf of a large US pension fund. In that role, she oversaw the Asia portfolio including funds, direct investments and co-investments. Prior to that, she was a senior investment member at ADM Capital, which is one of the leading credit and special situations hedge funds in the region, where she successfully originated and led the fund’s direct investments in various regional markets, including Japan and Southeast Asia.

David Shick serves as market head Greater China Hong Kong and branch manager Hong Kong at Julius Baer, which he joined in 2016. As the country head for China based in Hong Kong, David is responsible for expanding the bank’s business presence and client base across Greater China.

With more than three decades of experience in the financial industry, David possesses a wide range of professional and management expertise. Prior to Julius Baer, he spent eight years in leadership as market leader China and Taiwan at Credit Suisse’s private banking unit, building a successful franchise that covered China, including Taiwan.

David holds a Master of Business Administration from the Fuqua School of Business at Duke University, North Carolina, and a Bachelor of Business Administration from Simon Fraser University, British Columbia. He is a member of Duke University’s Fuqua School of Business East Asia Regional Advisory Board, and a member of the Executive Committee of the Private Wealth Management Association in Hong Kong.

Omar Shokur was appointed chief executive officer, Asia, and branch manager of Indosuez Wealth Management Singapore in July 2019, and is responsible for Indosuez’s business and development strategy in Asia. Prior to his current appointment based in Singapore, Omar was head of markets, investment and structuring teams for Indosuez in Switzerland and Asia since 2017. He is also a member of the executive committee of CA Indosuez (Switzerland) SA.

Omar first joined Crédit Agricole Private Banking Services in 2001 (which became Azqore in 2018). Since then, he has held several key positions across the Crédit Agricole Group. This includes Crédit Agricole Corporate and Investment Bank in London, and then Geneva.

Omar holds a Masters in Mathematics from Ecole Polytechnique Fédérale de Lausanne (EPFL) obtained in collaboration with Massachusetts Institute of Technology (MIT) in Boston (2001). He also holds an MBA from the IMD business school in Lausanne (2006). He speaks fluent English, French, Italian and Persian.

Connie Sin is head of funds and alternatives for international wealth management, responsible for leading and developing strategy for the managed fund business across the region. Connie embarks a strategic evolution to build a more dynamic and client-focused fund division by balancing innovative product offerings with strong advisory services.

Connie has worked in the wealth management and asset management industry for two decades, holding various capacities including fund advisor and investment director. Prior to joining Nomura, Connie held a similar capacity as head of managed investment with Standard Chartered Bank in Hong Kong, responsible for the managed investments distribution business and overall strategy.

Prior to that, Connie was executive director for the fund advisory team at BNP Paribas Wealth Management. She has worked in a number of reputable financial institutions including Citibank, AIG Private Bank, CLSA Asia, and Noble Apex.

Connie is a CFA charterholder and holds a master’s degree in China business from The Hong Kong University of Science and Technology and a Bachelor of Commerce degree from University of British Columbia, Canada.

Evonne Tan has been head of Barclays Private Bank Singapore since March 2021. She is a member of the Barclays Singapore Management Team which oversees business strategy, risk management and governance for the Barclays Bank PLC Singapore Branch.

A banking veteran with three decades of expertise in the financial services sector, Evonne has expertise in bespoke one-bank and structured financing solutions, and private wealth management, covering primarily UHNW families and their family offices. She advises UHNW clients on various aspects of investments and structuring, including asset allocation, portfolio management, structured financing solutions, family office advisory and family governance, among others. Evonne also works closely with clients on their sustainability objectives and impact investments.

Prior to Barclays, Evonne was market team head for the UHNW Singapore business at UBS Singapore. Evonne is a graduate of the National University of Singapore and holds a master’s degree in advanced finance from the University of Bern and a master’s degree in wealth management from the University of Rochester – Simon Business School.

Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 private banking professionals across key markets in Asia.

In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction.

Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was head of wealth management, Singapore and Southeast Asia.

A finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast.

Peter is a seasoned private banker with close to 30 years of experience managing UHNW and family offices in Hong Kong and Mainland China. He honed his career building teams to grow the private wealth management business in Morgan Stanley, covering UHNW/family office clients, and championing the ‘Billionaire’ coverage teams as the UHNW region head of Greater China in UBS. Peter joined Standard Chartered from DBS Hong Kong, where he was head of Greater China Region Private Bank and Treasures Private Clients. Prior to DBS, Peter was a partner of a global investment and advisory firm focusing on smart city investments in Mainland China.

Peter graduated with a major in Asian studies and economics from the University of California, Berkeley, and holds an MBA in corporate finance from the Columbia Business School.

Albert Yang is a Managing Director and the Head of the Alternative Investments Group at J.P. Morgan Private Bank in Asia. Based in Hong Kong, he advises private clients on global alternative investments opportunities. His responsibilities also include sourcing of hedge fund, private equity, real estate and direct deals in Asia.

Prior to joining J.P. Morgan in 2011, he was a Vice President on the investment team at Vision Investment Management, an Asian hedge fund-of-funds based in Hong Kong. He was responsible for investment due diligence on all hedge funds that are located in China, Hong Kong, Taiwan and Korea. From 2003-2008, Mr. Yang worked at Citi Private Bank’s Alternative Investment Advisory Research in New York, USA. While in this capacity, he performed hedge fund due diligence for all non-US funds with a focus on Asian managers. Before joining Citi, Mr. Yang was an investment consultant on alternative and traditional asset classes for pension plans with RogersCasey in Connecticut, USA.

Mr. Yang received a Bachelor of Science in Finance and Management Information System from the McIntire School of Commerce at the University of Virginia, where he graduated with distinction. He holds the designation of Chartered Financial Analyst (CFA) and is a Chartered Alternative Investment Analyst (CAIA).

Lok Yim is regional head of HSBC Global Private Banking for Asia Pacific, where he leads a team of dedicated wealth management professionals across the region to serve the wealth needs of business owners and their families.

Lok has over 25 years of experience in the banking industry, spanning investment solutions and wealth management in Hong Kong, the United Kingdom and Switzerland.

Lok joined HSBC from Deutsche Bank in November 2023, where he was most recently CEO of Deutsche Bank AG, Hong Kong branch, responsible for the management and governance of the bank’s business and operations in Hong Kong. During his 16-year tenure with the bank, he has held senior positions in investment solutions, wealth management and private banking.

Prior to that, Lok spent over 11 years at Citigroup where he served in both a wealth management and investment bank banking capacity.

Lok holds a Master of Arts degree from Gonville and Caius College at University of Cambridge. He is based in Hong Kong

Kai Zhang was appointed as general manager and head of wealth and personal banking (WPB), South & Southeast Asia in June 2023.

Based in Singapore, Ms. Zhang is responsible for accelerating WPB’s expansion in South Asia, while deepening the connectivity between WPB in South Asia and the bank’s wholesale banking franchises and global network.

Ms. Zhang joined HSBC in 2023 from Manulife-Sinochem Life Insurance Company in mainland China, where she served as President & CEO since 2015. Ms. Zhang has over 25 years of financial services experience in North America and Asia, having also held leadership roles at Citigroup and McKinsey & Company. She has a proven track record of driving growth, leading customer advocacy and digital transformation, and building winning teams.

Ms. Zhang has a BA in economics and mathematics from Mount Holyoke College and a MBA from Columbia Business School.

Jeff Carlin is senior managing director, head of global wealth advisory services at Nuveen, and a member of the senior leadership team. He is responsible for leading the placement, distribution and support of all products through the US wealth distribution channel. Jeff is also a member of the Nuveen business leadership team, which directs overall strategy, leads firm initiatives, and is accountable for the business results of Nuveen’s combined product and distribution teams.

Jeff graduated with a B.S. in business administration, with an emphasis in finance and real estate, from San Diego State University. He is a current member of the Money Management Institute (MMI) and is a member of the Board of Governors. He is also a member of the Investment Management Consultants Association (IMCA) and was a member of the board of directors from 2008–2011. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Edwin Chan joined iCapital in 2021 and he is head of client solutions APAC, based in Hong Kong. Previously he also served as head of Asia, where he successfully started iCapital’s Asia business operation, significantly grew the business from Hong Kong and Singapore, and expanded the client franchise across APAC.

Prior to joining iCapital, Edwin successfully founded and spent a decade building the Probitas Partners business in Asia. He has worked with many private market firms across different private market strategies, as well as with institutional and family office investors in the Asia Pacific region. He is currently the Deputy Chair of the Financial Services Committee of CPA Australia (Greater China), and he is an appointed member of the External and Public Affairs Committee of The Hong Kong Venture Capital and Private Equity Association (HKVCA).

He holds an MBA and a BA from the University of South Australia and is a Certified Practising Accountant of CPA Australia.

Pierre is an investment director in the fixed income team. His role involves explaining the investment philosophy, process and performance of M&G’s fixed income fund range, as well as providing updates on overall financial market performance, investment trends and the economic outlook.

Before joining M&G in 2013, Pierre worked at BNY Mellon Asset Management for seven years, most recently as a portfolio strategist designing, developing and managing multi-asset investment solutions. Prior to that, he spent two and a half years at Natixis Asset Management in Paris.

He has a masters-level degree in business and finance from ESSCA Business School, Angers, France and is a CFA charterholder.

Christopher is head of client solutions, Asia Pacific ex Japan, for Invesco’s Investment Solutions (IIS) team. In this role, his responsibilities include guiding clients on asset allocation and portfolio construction and implementing customised multi-asset investment strategies. He leads the engagement effort for key institutional investors and financial intermediaries to formulate outcome-oriented investment solutions tailored to client-specific dimensions.

He joined Invesco in 2015. Prior to assuming his current position, he served as head of portfolio advisory and senior solutions strategist for IIS, where he was responsible for providing multi-asset portfolio construction research and guidance and custom investment solutions to institutions and wealth management intermediaries across North America.

Christopher earned a BA degree in economics from the University of Illinois at Urbana- Champaign and an MBA from Rice University. He is a Chartered Financial Analyst charterholder and Chartered Alternative Investment Analyst (CAIA) professional.

Timothy Lee joined iCapital in 2018 and is a Managing Director and Head of Business Management and Operations APAC, based in Singapore. In this role, he is responsible for streamlining operations and spearheading strategic initiatives to drive growth across the region and works closely with cross-functional teams around the globe, promoting a culture of collaboration and continuous improvement. In addition, Tim is involved in strategic international business initiatives and regionally focused corporate development and M&A.

Previously at iCapital, Tim served as Co-Head of the Firm’s Corporate Development team and as Senior Legal Counsel. Prior to joining iCapital, Tim was an associate at Cleary Gottlieb Steen & Hamilton LLP, where his practice included the organisation and operation of investment funds, including buyout, growth, conduit, and hedge funds, in Cleary’s New York and Seoul offices. During his time in Seoul, he co-founded Soomgo (숨고), Korea’s largest online services marketplace. Prior to law school, he owned and operated a restaurant and was a full-time realtor.

Tim is admitted to the New York Bar and holds a JD from Duke University School of Law and a BS from Arizona State University.

Charles joined Insight in May 2012. He is responsible for leading Insight’s business development activities across Asia Pacific. In this capacity, he helps to advise clients on their investment strategy as this relates to exposures across fixed income, currency and absolute return.

Charles started at Insight’s headquarters in London before moving to Asia and has been assisting clients in the region for more than 10 years. Prior to joining Insight, he spent 10 years at BNP Paribas in strategic sales management and development, initially in Germany and then later in London.

Charles holds a Bachelor of Business Science (Honours) degree in marketing and finance from the University of Cape Town, South Africa. He is a CFA charterholder and a member of the CFA Society of Singapore. He holds type 1 and 4 licences from the Hong Kong SFC and is also a licensed representative in Singapore.

Dennis Martin is a managing director at PGIM Private Alternatives and global head of private wealth and client solutions across the PGIM Private Alternatives platform. Based in Newark, New Jersey, Dennis leads the team responsible for working with PGIM Investments to launch new strategies and structures that address the alternative investments requirements of global wealth advisors and their high-net-worth clients.

Prior to his current role, Dennis was head of the Americas Business Development team, where he was responsible for managing and developing PGIM Private Alternative’s client relationships with US and Latin American institutional investors in support of the PGIM Private Alternatives platform.

Dennis has a bachelor’s degree in political science from St. John’s University and a law degree from the New York University School of Law. He has been an active participant in PREA since 2000, serving on the board of directors from 2001 to 2006 and as chairman from 2004 to 2005.

Matthew Michelini is partner, head of Asia Pacific at Apollo and a member of the firm’s leadership team.

Matt joined Apollo in 2006 in private equity and has played a pivotal role in the creation and success of many of Apollo’s largest growth initiatives, including Athene, Hybrid Value, Apollo Dedicated Insurance Program, Natural Resources, and the Financials Institutions Group. Matt serves as investment chair for Apollo’s Hybrid Value business and Apollo Asia’s businesses.

He currently serves on the board of directors of Challenger and previously served on the boards of Athene Holding Ltd., Venerable Holdings, MaxCap, Aleris Corporation, Metals USA, Noranda Aluminum, One Main Financial, and Warrior Met Coal. Previously, Matt was a member of the Mergers & Acquisitions group at Lazard Frères & Co.

Daisuke Nomoto is head of Japanese equities at Columbia Threadneedle Investments. Prior to his current role, he was a director and senior portfolio manager on the international equity team. Mr. Nomoto joined one of the Columbia Threadneedle Investments legacy firms in 2005. Previously, Mr. Nomoto worked as an equity analyst at Putnam Investments.

Prior to that, he held a variety of positions for Nippon Life Insurance, including four years as a senior portfolio manager and equity analyst at Nissay Asset Management, Tokyo, and five years as an equity analyst with NLI International. Mr. Nomoto received a B.A. from Shiga University, Japan. He is a chartered member of the Security Analysts Association of Japan.

Jonathan joined in March 2009 as portfolio manager responsible for Asia ex-Japan within the emerging markets strategy. Jonathan has been lead portfolio manager for the Asia ex-Japan strategy since its launch at the start of 2010.

Prior to joining, he was a fund manager at RAB Capital and an analyst at Orbis Investment Advisory in London. Jonathan grew up in South Africa, where he was a partner at PKF Johannesburg. He holds an MBA from Harvard Business School, is a CFA charterholder and a chartered accountant.

Under Jonathan’s management, the Asia ex-Japan strategy has been awarded Asian Investor’s Asset Management Award for best Asia ex-Japan equity strategy for five consecutive years, from 2014 to 2018; Portfolio Adviser’s Platinum Award for Asia Pacific ex-Japan Equity 2016, 2017 and 2018; and Citywire Asia’s Asia ex-Japan Group Award in 2016 and 2017.

Seavan Sternheim is a client portfolio manager on the Lazard systematic equity team. Seavan began working in the investment field in 2001. Prior to joining Lazard in 2019, Seavan was a co-founder and managing partner with Baylight Capital. Prior to Baylight, Seavan was the chief operating officer at QM Capital, a fintech company. Prior to joining QM, Seavan was vice president at SVB Financial Group where he managed a commercial banking portfolio of international venture capital and private equity firm clients. Seavan has a master’s degree in business from Santa Clara University and a bachelor’s degree in finance from Lehigh University.

Shen Tan is a managing director and the head of Asia ex-Japan at Lazard Asset Management. He began working in the investments industry in 2000. Prior to joining Lazard in 2018, Shen was a managing director responsible for the Asia ex-Japan institutional business at Capital Group and, prior to that, he was a partner and global head of sales for Income Partners Asset Management. He has a Masters of Commerce and a Bachelor of Engineering (chemical engineering) from the University of New South Wales.

Yi Wang is managing director and head of quantitative investment at CSOP Asset Management Ltd. He oversees all ETF product investment activities including equity ETFs, leveraged and inverse ETPs, money market fund ETFs and fixed income ETFs. He also oversees the active fixed income portfolio management. He is a voting member within the CSOP investment committee and deputy chairman of the CSOP responsible investment committee.

Prior Joining CSOP, Yi was in Redington LLP (London) focusing on UK and EU pension/insurance investment solutions. He graduated from the University College of London with a major in mathematics and CASS Business School with a master’s degree in actuarial science.

Based in Singapore, Wee-Kiat Tan is co-chief investment officer and head of the discretionary portfolio management team at Morgan Stanley Private Wealth Management Asia. He is responsible for the team’s investment strategy as well as equities-related portfolios.

Prior to this, Wee-Kiat was the firm’s head of research in Indonesia and was instrumental in growing the team, which was ranked No. 1 in 2015 and No. 2 in 2014 in Institutional Investor’s All-Asia Research Team survey. Before that, Wee-Kiat led the Hong Kong/China energy research team in Hong Kong. He joined Morgan Stanley in 2007 from ABN Amro, where he was the head of energy and materials research in Hong Kong. He started his career in CSFB Singapore as an industrial analyst.

Wee-Kiat graduated with a Bachelor of Business (1st Class Honours) from the University of Technology Sydney.