APB Summit 2021

AGENDA

1 DECEMBER 2021 | HONG KONG
[Download Agenda in PDF ]

Time (UTC+8:00)	Sessions
08:50am - 09:00am [MAIN ROOM]	Chairman's Opening Remarks
09:00am - 09:10am [MAIN ROOM]	Market Outlook: Performance and Opportunities in 2022 Markets have spent much of this year climbing a wall of worry. Rarely has it seemed harder to look into the investment crystal ball – inflation pressures, rising bond yields, central bank tapering, energy shortages and supply chain disruption are combining to create a dense macro fog. Closer to home, China’s recent property turmoil and policy tightening is adding to the confusion. Against this backdrop, where are the opportunities in the year ahead and how should investors stay invested, particularly in the China market? William Russell, Global Head of Product Specialists Equity at Allianz Global Investors, offers his insights in this opening market overview. William Russell Global Head of Equity Product Specialists, Allianz Global Investors In Partnership with:
9:10am - 10:10am [MAIN ROOM]	APB Thought Leaders Plenary Panel Discussion: CEOs in Focus Assets under management at private banks in Asia grew by nearly 15% in 2020 according to APB’s benchmark data set. Whilst the last 12 months for private banks and wealth managers in Asia Pacific have witnessed tremendous flux, they clearly represent outstanding opportunity. Rapid business and operational transformations, talent wars and technology races have upended an industry that covers the wealthiest investors in the world. Against this backdrop, quarter on quarter flows in 2021 were robust and clients’ appetites for risk and yield undiminished. It appears pandemics don’t slow private banking, but they do demand innovation and agility to overachieve. So how do those who sit at the apex of Private Banking in Asia see the coming year for our industry? How can Asian businesses continue to innovate to retain and serve both clients and staff? Is there a positive black swan event on the horizon for 2022? Join leading private banking CEOs for a look into the year ahead at our opening plenary panel discussion. Amy Lo Co-Head Wealth Management Asia Pacific and Chief Executive, UBS Hong Kong, Group Managing Director, UBS Global Wealth Management Arnaud Tellier Chief Executive Officer Asia Pacific, BNP Paribas Wealth Management David Shick Head of Private Banking Greater China and Chief Executive Hong Kong Branch, Julius Baer François Monnet Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse Vincent Chui Head of Asia Wealth Management of Morgan Stanley and Chief Executive, Morgan Stanley Bank Asia Limited
	Conversation Partner Workshops (Streamed Workshops)
	[BREAKOUT ROOM A] Stream 1 - Standing out from the ESG Crowd What thematic sustainable investment strategies will see the most growth in 2022 and what themes may have been underinvested? What is the gold standard in a sustainable offering that meets Asia Pacific investors’ demand for both returns and adherence to ESG principles? How can the ESG process be embedded into the bank’s strategy for investors’ benefit? How to stand out from the competition when it comes to the construction of an ESG product in Asia Pacific? Join this stream to find out more. [BREAKOUT ROOM B] Stream 2: Maximising China Returns How should you invest in the China market? Despite recent turmoil, China net growth is set to continue to be the growth story in Asia in 2022 and beyond. How should you position your investments in order to take advantage of the China risk opportunity? Which of China’s fixed income markets should be the focus for 2022? What will be the onshore equity opportunities for investors in the coming year? How to extract maximum value from the SME market and unearth the hidden gems for market-beating returns? Join this stream to find out more. [BREAKOUT ROOM C] Stream 3: Global Opportunities Ahead Will real estate be the play in 2022 as economies start to recover? Which private debt or private equity opportunities are seeing the most interest from investors in this region? Where are the opportunities in the small to mid-cap space - by region, or by sector - for yield hungry investors? Join this stream to find out more.
10:10am - 10:40am	Integrating ESG into Long-Term Equity Analysis Adam Fleck Director of Equity Research, ESG, Morningstar Research Services LLC Philip Gorham Director of Equity Research, Greater China, Morningstar Investment Management Asia Limited In Partnership with: Thematic investing opportunities in China Catherine Yeung Investment Director, Asian Equities, Fidelity International Stuart Rumble Multi Asset Investment Director, Fidelity International Vanessa Chan Investment Director, Asian Fixed Income, Fidelity International In Partnership with: Perspectives and opportunities in global real estate Chris McGibbon Global Head of Real Estate, Head of Americas, Nuveen Henry Chui Head of Private Wealth, Asia Pacific, Nuveen Louise Kavanagh Chief Investment Officer, Head of Funds Management, Asia Pacific, Nuveen Shawn Lese Chief Investment Officer and Head of Fund Management, Americas, Nuveen In Partnership with:
10:45am - 11:15am	Uncovering the mysteries of ESG Sebastien Brown Investment Specialist, BNY Mellon Investment Management In Partnership with: The future of investing in China Shibo Wang Associate Portfolio Manager, Thematic Equity, Allianz Global Investors Tessa Wong Product Specialist, Allianz Global Investors William Russell Global Head of Equity Product Specialists, Allianz Global Investors In Partnership with: Small Cap Equities: An untapped investment opportunity beckons Edmund Yun Head of Investment Solutions, North Asia, Private Banking, EFG Bank Gabriel Chan Head of Investment Services, Hong Kong, BNP Paribas Wealth Management Jeremy Sutch Portfolio Manager, Matthews Asia In Partnership with:
11:20am - 11:50am	Sustainable Asian cities: A thematic approach to Asian Fixed Income Guenter Tschiderer Head of Private Banks, BNP Paribas Asset Management Paul Milon Head of Stewardship, BNP Paribas Asset Management In Partnership with:
	APB Straight Talk In this series of closing one-on-one Interviews, forward thinking market practitioners representing various responsibilities within the private wealth management sector will share their views on the opportunities ahead for the industry.
11:50am-12:10pm [MAIN ROOM]	CEO 1:1 Interview – The rise of Asia beyond China [Video Interview] As stability is set to return in China and the asset class to continue to be of considerable interest, where are the untapped opportunities in Asia beyond China and where is growth going to come from in 2022? In today’s environment, how critical is upscaling clients and how will private banks’ value proposition and investment parameters need to evolve to compete? In this keynote 1:1 interview with Fong Seng Tee, CEO of Pictet Wealth Management, Asia, the head of one of the leading independent wealth and asset managers in Asia, will share his views on the rise of Asia as a source of wealth and growth but also as an asset class and destination of investments. Fong Seng Tee Chief Executive Officer, Pictet Wealth Management, Asia
12:10pm-12:30pm [MAIN ROOM]	COO 1:1 Interview – Following investors through the cycle via a robust digital offering As market conditions evolve and investors’ positions with them, how is UBS developing a solid framework and digital offering that supports clients through the cycle whilst providing hyperpersonalised services and advisory capabilities? In this keynote onstage interview with UBS, Laurent Rosfelder, Operating Head, North Asia at UBS Global Wealth Management, will discuss the bank’s digital offering and what enhancements investors can look forward to in 2022 and in support of their current investment decisions. Laurent Rosfelder Operating Head, North Asia, UBS Global Wealth Management
12:30pm-12:50pm [MAIN ROOM]	CIO 1:1 Interview – Generating results in a changing investment landscape 2021 has seen strong activity across private markets, in private equity, private credit and real estate. How is this trend expected to continue in 2022? Where are the new opportunities to generate results in the year to come and how should you tackle income going forward? Diana Robinson, CIO of J.P. Morgan Private Bank in Asia shares her views. Diana Robinson Head of Investments and Advice, Asia, J.P. Morgan Private Bank
12:50pm	Closing Remarks and End of Conference

Speakers

Amy Lo

Amy Lo, Co-Head Wealth Management Asia Pacific and Chief Executive, UBS Hong Kong, Group Managing Director, UBS Global Wealth Management

Amy Lo

Amy Lo, Co-Head Wealth Management Asia Pacific and Chief Executive, UBS Hong Kong, Group Managing Director, UBS Global Wealth Management

Speaking at APB Thought Leaders Plenary Panel Discussion: CEOs in Focus
09:10-10:10 | Main Room

Amy Lo is Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Group Managing Director at UBS. 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). She is also 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 an advisor of Our Hong Kong Foundation.

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.

Arnaud Tellier

Chief Executive Officer, Asia Pacific, BNP Paribas Wealth Management

Arnaud Tellier

Chief Executive Officer, Asia Pacific, BNP Paribas Wealth Management

Speaking at APB Thought Leaders Plenary Panel Discussion: CEOs in Focus
09:10-10:10 | Main Room

Arnaud Tellier is CEO, Asia Pacific at BNP Paribas Wealth Management and leads a regional team of over 1,100 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.

Arnaud brings a multi disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking. His efforts in transforming the Bank’s offering for Asian clients saw him awarded ‘Private Banker of the Year’ at The Digital Banker’s 2019 Global Private Banking Innovation Awards.

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. He has held prior leadership roles as Regional Head of Corporate an Investment Banking, Northern & Central Europe and from 2006 to 2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013.

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 and participates in triathlons with his son.

David Shick

Head of Private Banking Greater China and Chief Executive Hong Kong Branch, Julius Baer

David Shick

Head of Private Banking Greater China and Chief Executive Hong Kong Branch, Julius Baer

Speaking at APB Thought Leaders Plenary Panel Discussion: CEOs in Focus

09:10-10:10 | Main Room

David Shick is Head Private Banking Greater China and Branch Manager Hong Kong at Bank Julius Baer, which he joined in 2016. Based in Hong Kong, he is responsible for expanding the Bank’s business presence and client base in the region.

David has more than 25 years of experience in the financial industry and has a broad base of professional and management expertise. Prior to joining Julius Baer, he was Market Leader China & Taiwan at Credit Suisse’s private banking unit. During his eight years there, he was instrumental in building a successful franchise covering China and 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 also 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.

Diana Robinson

Head of Investments and Advice, Asia, J.P. Morgan Private Bank

Diana Robinson

Head of Investments and Advice, Asia, J.P. Morgan Private Bank

Speaking at APB Straight Talk: CIO 1:1 Interview – Generating results in a changing investment landscape

12:30-12:50 | Main Room

Diana Robinson is Managing Director and Head of Investments and Advice at J.P. Morgan Private Bank in Asia. She leads a team in delivering portfolio management and advisory services for clients with assets across equities, fixed income and alternative investments.

Ms. Robinson was recently recognized as a leading banker in the region. She was named Female Private Banker of the Year for APAC by The Digital Banker.

Before holding a similar role in Southeast Asia, Ms. Robinson managed the Equities team based in London. This team comprises professionals who advise clients on the outlook for equity markets globally as well as being responsible for equity trading, syndicate, structured products and mutual funds.

Ms. Robinson re-joined the firm in 2015, having worked before as Head of U.S. Equities at the Investment Bank in London. Between stints at the bank, she managed her own financial services consulting firm, contracting with a broad range of clients, with a particular interest in Social Finance and Sustainability.

In addition, she is a certified Business Coach with a focus on women in finance. Ms. Robinson has spent the first part of her career working in New York, the second part working in London, and is delighted to have the opportunity to spend the third part in Asia.

Fong Seng Tee

Chief Executive Officer, Pictet Wealth Management, Asia

Fong Seng Tee

Chief Executive Officer, Pictet Wealth Management, Asia

Speaking at APB Straight Talk: CEO 1:1 Interview – The rise of Asia beyond China

11:50-12:10 | Main Room

Fong Seng is a private-banking veteran with in-depth knowledge of the wealth management business across Asia. Before joining Pictet, he was Chairman of EFG Bank’s Asia Advisory Board and a member of its Global Board. He spent most of his career with Credit Suisse as Vice Chairman for Asia, CEO Hong Kong Branch and Head of Private Banking Singapore; and at UBS, where he was Head of Wealth Management South East Asia and Deputy Branch Manager for UBS Singapore.

Fong Seng is also Dean’s Fellow at the Singapore Management University’s Lee

Kong Chian School of Business; a Board member of apVentures, a non-profit

venture philanthropic organisation; and a Distinguished Fellow (Wealth

Management) of the Institute of Banking and Finance Singapore.

Fong Seng is a Chartered Management Accountant (ACMA, London) and holds

a Bachelor of Business Administration from National University of Singapore.

François Monnet

Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse

François Monnet

Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse

Speaking at APB Thought Leaders Plenary Panel Discussion: CEOs in Focus

09:10-10:10 | Main Room

Dr. François Monnet was appointed Head of Private Banking North Asia effective August 2018, based in Hong Kong. Prior to that responsibility, Dr Monnet ran the Private Banking franchise for Greater China.

In this role, Dr. Monnet works closely with the respective Market Group Heads and Country CEOs across Credit Suisse’s integrated bank to enhance its ability to capitalize on the synergies and business opportunities in Greater China, Korea and Japan, drive client interconnectivity across business divisions and

markets to further build the bank’s strong client franchise in the region. In addition, Dr Monnet is the Chief Executive of Credit Suisse’s Hong Kong Branch.

Previously Dr. Monnet was the Chief Operating Officer for Private Banking Asia Pacific from April 2012. In this capacity, he assumed responsibility for all run-the-bank functions, investments in infrastructure and change management, risk and supervisory controls, pricing and strategy, including the build-up of Credit Suisse’s Private Banking digital capabilities across Asia, for which he received

the 2015 Credit Suisse Group CEO Award for Innovation. Dr. Monnet was also

named Asian Private Banker’s Private Banker of the Year for 2018 for his achievements in private banking.

Dr. Monnet joined Credit Suisse in 2007 as Head of Private Banking Southeast

Asia and Australasia until 2010 when he assumed a new responsibility as Head

of Ultra High Net Worth clients for Private Banking Southeast Asia, Australia

and Japan. Prior to Credit Suisse, he managed the offshore core affluent client

segment in Asia Pacific at UBS, with an additional focus on the Singapore

domestic market. He started his banking career at UBS Zurich in Corporate

Finance and Mergers & Acquisitions.

Dr. Monnet is a graduate of University of Geneva, holds a Master of Arts in Law

and Diplomacy (Tufts/Harvard Universities) as well as a Doctor of Philosophy in

Political Sciences from University of Geneva, Switzerland. He is the recipient of

an Executive MBA from INSEAD. He is a Chartered Financial Analyst.

Laurent Rosfelder

Operating Head, North Asia, UBS Global Wealth Management

Laurent Rosfelder

Operating Head, North Asia, UBS Global Wealth Management

Speaking at APB Straight Talk: COO 1:1 Interview – Following investors through the cycle via a robust digital offering

12:10-12:30 | Main Room

Laurent is the Operating Head Wealth Management North Asia at UBS, based in Hong Kong.

Laurent has over 25 years of experience in financial services. Before taking on his current role, Laurent has held a number of management positions at UBS including Head Offering & Delivery for UHNW in

APAC, Global Head Offering and Sales Management for Wealth Management, and Global Head Strategy & Business Development for Wealth Management & Swiss Bank, based in Zurich.

He has an MBA from INSEAD France and is a graduate of Licentiate in Economics at the University of St. Gallen Switzerland.

Vincent Chui

Head of Asia Wealth Management of Morgan Stanley and Chief Executive, Morgan Stanley Bank Asia Limited

Vincent Chui

Head of Asia Wealth Management of Morgan Stanley and Chief Executive, Morgan Stanley Bank Asia Limited

Speaking at APB Thought Leaders Plenary Panel Discussion: CEOs in Focus

09:10-10:10 | Main Room

Vincent Chui is Managing Director and Head of Wealth Management, Asia Pacific of Morgan Stanley. He is also the Chief Executive of Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong. Prior to assuming his current role, he was the Head of Institutional Equity Distribution, Asia Pacific responsible for distribution of primary and secondary Asia equity products globally.

Vincent started his career at the Administrative Service of Hong Kong Government and remains active in public service.

Vincent holds an MBA jointly conferred by Kellogg School of Management, Northwestern University and HKUST Business School and a BBA (Hons) from the Chinese University of Hong Kong. He attended postgraduate studies on public administration at University of Oxford. He is a Member of Hong Kong Academy of Finance and a Fellow of Hong Kong Securities and Investment Institute.

William Russell

Global Head of Equity Product Specialists, Allianz Global Investor

William Russell

Global Head of Equity Product Specialists, Allianz Global Investor

Speaking at:

Market Outlook: Performance and Opportunities in 2022
09:00-09:10 | Main Room

The future of investing in China
10:45-11:15 | Room B

William is the Global Head of Equity Product Specialists and a managing director with Allianz Global Investors based in Hong Kong. He joined the firm in 2014 and has over 28 years of investment experience.

William was appointed as co- lead manager of the Allianz Asia Innovation Fund in 2019.

He began his investment career as an equity research analyst before going on to become a Standard & Poor’s rated Asian equity fund manager at Royal & Sun Alliance Investment Management. He has also previously worked at Fidelity Worldwide Investment and M&G Investments, where he specialized in product and marketing. William joined Allianz Global Investors as the Head of Asia Product Specialists before being appointed to his current role in January 2017.

William has a B.A. in economics and social history from Bristol University, United Kingdom, graduating with First Class Honours, and a P.G.D.M. in Mandarin Chinese from Peking University.

Adam Fleck

Director of Equity Research, ESG, Morningstar Research Services LLC

Adam Fleck

Director of Equity Research, ESG, Morningstar Research Services LLC

Speaking at Integrating ESG into Long-Term Equity Analysis
10:10-10:40 | Room A

Adam Fleck is the director of equity research, ESG for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He leads Morningstar's environmental, social, and governance equity research efforts, including collaboration with Sustainalytics, along with a team of analysts in Chicago and Amsterdam.

Before assuming his current role, Fleck was Morningstar's regional director of equity research in Australia and New Zealand and director of North American consumer equity research. He joined Morningstar in 2006.

Fleck holds a bachelor's degree in business administration from the University of Notre Dame, where he graduated cum laude. He also holds the Chartered Financial Analyst® designation.

Catherine Yeung

Investment Director, Asian Equities, Fidelity International

Catherine Yeung

Investment Director, Asian Equities, Fidelity International

Speaking at Thematic investing opportunities in China
10:10-10:40 | Room B

Catherine Yeung is an Investment Director for Fidelity International. Based in Hong Kong, she works within the investment team and with Fidelity’s Equity Portfolio Managers. She is responsible for product management and communication of the firm’s Asia Pacific ex-Japan equity investment capabilities across all client channels and geographies. Catherine is a regular market commentator and appears on various international broadcasters such as Bloomberg, CNBC, BBC, Sky News Australia, BNN Canada, Channel News Asia, TV Monde, Deutsche Welle and Sweden’s DiTV.

Catherine joined Fidelity in 2006 and has accumulated over 23 years of experience working in the investment industry. Prior to joining Fidelity, Ms Yeung spent five years at BT Financial Group in Sydney, Australia, where she was the Assistant Portfolio Manager for three years, managing BT’s Diversified Funds.

During 1995 to 1999, Catherine was a Futures Broker at Bankers Trust Australia and United Capital Securities in Sydney, Australia, where she was responsible for broking 3 and 10-year bond futures. She also spent two years working in the media industry, which included some world-class companies, such as Reuters.

Catherine holds a Master of Commerce degree and Bachelor of Arts degree from the University of Sydney, Australia and holds an Investment Management Certificate.

Chris McGibbon

Global Head of Real Estate, Head of Americas, Nuveen Real Estate

Chris McGibbon

Global Head of Real Estate, Head of Americas, Nuveen Real Estate

Speaking at Perspectives and opportunities in global real estate
10:10-10:40 | Room C

As Global Head of Real Estate and Head of the Americas for Nuveen Real Estate, Chris is responsible for all real estate investment operations. Since 1999, his experience has focused on real estate acquisition, management and finance. He chairs the firm’s Global Executive Leadership Team, which oversees global strategic initiatives.

Prior to his current role, Chris served as the portfolio manager for the real property and commercial mortgage allocation of TIAA’s General Account and previously served as lead portfolio manager for TIAA’s direct real estate strategies. Prior to that, he was a director of real estate acquisition for the Western region of the U.S. and also worked in the mortgage division. He joined TIAA in 2001 having previously worked at Codina Development Corporation and The Related Group of Florida.

Chris graduated with a B.S. in Business from the University of Maryland and an M.B.A. from the University of Florida.

Edmund Yun

Head of Investment Solutions, North Asia, Private Banking, EFG Bank

Edmund Yun

Head of Investment Solutions, North Asia, Private Banking, EFG Bank

Speaking at Small Cap Equities: An untapped investment opportunity beckons
10:45-11:15 | Room C

Edmund Yun, is the Head of Investment Solutions, North Asia of EFG Bank

Upon joining EFG in 2021, Edmund has led the Product Advisory team to provide multi asset-class investment solution offerings for a diverse range of products including equities, bonds, mutual funds, hedge funds, & structured products as well as managing the Hong Kong based Investment Counsellor teams to offer investment advisory services to CROs and key clients.

Prior to joining EFG, he was with Credit Agricole Indosuez and Credit Industriel et Commercial, also heading up the investment Solutions team. Earlier in his career, he has accumulated more than 18 years of Products advisory and Investment Management experiences in BNP, Canadian Imperial Bank of Commerce and Bank of Montreal.

Edmund has been invited to speak in different forums and/ or financial media such as TVB, I-Cable, Now TV, Hong Kong Economic times, Ming Pao, etc for the past decade.

Edmund holds a Bachelor’s Degree in Business Administration, majoring in Finance from the City University of New York. He also obtained a Master Degree of Investment Management from The Hong Kong University of Science & Technology and completed the Master Degree of Corporate Finance at the Hong Kong Polytechnic University.

EFG Bank AG is part of EFG International, a global private banking group that is headquartered in Zurich, Switzerland. EFG international operates in around 40 locations worldwide and its shares are listed on the SIX Swiss Exchange. EFG is a leading player in private banking with a growing presence in Asia.

Gabriel Chan

Head of Investment Services, Hong Kong, BNP Paribas Wealth Management

Gabriel Chan

Head of Investment Services, Hong Kong, BNP Paribas Wealth Management

Speaking at Small Cap Equities: An untapped investment opportunity beckons

10:45-11:15 | Room C

Gabriel is Managing Director and Head of Investment Services, Hong Kong. He leads the Hong Kong based Investment Services teams to deliver an efficient and reputable advisory and dealing platform to recommend, distribute and execute investment products such as equity, bonds, forex, mutual funds, structured products, etc.

Gabriel has over 18 years of experience in equity research. Previously, he was the Head of Equity Research, APAC of BNP Paribas Securities Asia. He worked in a number of global financial institutions, including Credit Suisse, CLSA and Standard & Poor's.

Gabriel holds both Bachelor and Master of Arts degrees in Economics from the Queen's University, Canada, and he is a Chartered Financial Analyst.

Günter Tschiderer

Head of Private Banks, BNP Paribas Asset Management

Günter Tschiderer

Head of Private Banks, BNP Paribas Asset Management

Speaking at Sustainable Asian cities: A thematic approach to Asian Fixed Income

11:20-11:50 | Room A

Günter Tschiderer leads business development with Private Banks in Asia Pacific for BNP Paribas Asset Management. Prior to this assignment he successfully developed fund distribution in North and South East Asia out of Hong Kong and Singapore. Upon arrival in Asia Günter marketed Smart Beta and Liquid Alternative investment solutions as a Sales Specialist for THEAM (BNP Paribas) in the Asia Pacific region.

Before moving to Asia, Mr. Tschiderer was a commodity portfolio manager in the THEAM Commodities team in Paris, France and has been involved in the development and management of commodity investment solutions since 2007.

Prior to fund management, Günter drove the development and marketing of BNP Paribas Asset Management’s innovative structured and commodity products range in his role as an investment specialist.

Günter entered investment management through positions in International Marketing and Institutional Client Services with BNP Paribas Asset Management. Before joining BNP Paribas in 2002, Mr. Tschiderer successfully marketed a software development platform for Microsoft.

Günter is a CFA charter holder and holds a Master’s degree in International Economics from the University of Innsbruck, Austria and a diploma in Management from the Grenoble School of Management, France. In addition to German, his native language, he is fluent in English, French and Spanish.

A recognized contributor to the industry news media, Günter frequently comments on Smart Beta, commodity markets and related economic issues.

Henry Chui

Head of Private Wealth, Asia Pacific, Nuveen

Henry Chui

Head of Private Wealth, Asia Pacific, Nuveen

Speaking at Perspectives and opportunities in global real estate
10:10-10:40 | Room C

Henry Chui is a Managing Director and Head of Private Wealth for Asia Pacific based in Hong Kong where he leads the build out of all wealth distribution channels across Asia Pacific to deliver investment solutions for clients.

Henry joined Nuveen in 2020 and prior to this, he was a Senior Vice President and Head of Private Banking for North Asia at PIMCO where he was a key member of the build out of the region's wealth management business, which became one of the largest business lines for Asia Pacific, and led a team of client facing professionals to cover the largest private banks in the region. During his time at PIMCO, Henry also co-chaired the Asia products working group, the new vehicle working group, and led the associate promotion committee. Prior to PIMCO, he has worked at Invesco and Schroders also covering wealth management clients and entered the industry in 2007.

Henry holds of Bachelor of Commerce from the University of Toronto and holds the CFA designation.

CFA® and Chartered Fiduciary Analyst® are registered trademarks owned by CFA Institute.

Jeremy Sutch

Portfolio Manager, Matthews Asia

Jeremy Sutch

Portfolio Manager, Matthews Asia

Speaking at Small Cap Equities: An untapped investment opportunity beckons
10:45-11:15 | Room C

Jeremy Sutch is a Portfolio Manager at Matthews Asia and co-manages the firm’s Emerging Markets Small Companies and Asia Small Companies Strategies. Prior to joining the firm in 2015, he was Director and Global Head of Emerging Companies at Standard Chartered Bank in Hong Kong from 2012 to 2015, responsible for the fundamental analysis of companies in Asia, with a particular focus on small- and mid-capitalization companies. From 2009 to 2012, he was Managing Director at MJP Capital in Hong Kong, which he co-founded. He has 26 years of investment experience, including managing small-cap equities at Indus Capital Advisors and serving as Head of Hong Kong Research for ABN AMRO Asia Securities. Jeremy earned an M.A. in French and History from the University of Edinburgh.

Louise Kavanagh

Chief Investment Officer, Head of Funds Management, Asia Pacific, Nuveen Real Estate

Louise Kavanagh

Chief Investment Officer, Head of Funds Management, Asia Pacific, Nuveen Real Estate

Speaking at Perspectives and opportunities in global real estate
10:10-10:40 | Room C

Louise is the Chief Investment Officer and Head of Funds Management for Asia Pacific, based in Hong Kong. She sits on the Asia Pacific Real Estate Leadership team and is Chair of the Investment Committee. As a senior leader within the business and member of the Global Executive Leadership team, the role involves full participation in assisting with the running and development of the business including setting appropriate strategies for growth and performance to play a key role in shaping the broader business strategy. Louise joined the firm in 2017 from Invesco Real Estate having been the fund manager for the Invesco Real Estate Asia Strategy since its inception.

Prior to joining Invesco Real Estate, she was a director at Deutsche Bank, RREEF Real Estate Asia Pacific. In her role as head of acquisitions and asset management for Asia Pacific, Louise was responsible for origination, due diligence and monitoring investments across the identified regional markets. Prior to this, she held a number of roles at Investa Property Group, Colonial First State Property and Royal Sun Alliance in Australia and Hong Kong.

Louise graduated with a Bachelor’s of Commerce in Land Economy from University of Western Sydney and has a Graduate diploma of Applied Finance and Investment from the Securities Institute of Australia. She serves as a Global Governing Trustee for the Urban Land Institute (ULI), responsible for representing and serving as the voice of the broad and diverse membership in substantive matters facing ULI in the execution of its mission. Louise is also a committee member of LEAD (Leadership, Education, Advocacy and Development) a Nuveen industry affinity organization leading the dialogue on gender diversity. Awards include being named as one of Globe St’s Women of Influence in 2021.

Paul Milon

Head of Stewardship, BNP Paribas Asset Management

Paul Milon

Head of Stewardship, BNP Paribas Asset Management

Speaking at Sustainable Asian cities: A thematic approach to Asian Fixed Income

11:20-11:50 | Room A

Paul joined BNP Paribas Asset Management (BNPP AM) in 2008 and has more than thirteen years of experience in the asset management industry. In his current role, he leads BNPP AM’s stewardship activities in Asia Pacific. This includes direct corporate engagement and proxy voting, working with policymakers on key issues relating to sustainable finance and investment, and representing BNPP AM in key investor ESG networks.

Paul works closely with Asian investment team to better integrate ESG criteria in investment decisions, including through engagement with portfolio companies. He is the co-chair of the Asia Investor Group on Climate Change (AIGCC) Engagement & Policy working group. Prior to that, Paul held various positions within BNPP AM in Hong Kong and Paris. As ESG Specialist, he successfully established our Sustainability Centre’s presence in Asia. Before that, he was a senior investment specialist within our Fundamental Active Equities teams. In this role, he oversaw the strong growth of BNPP AM’s Indian equities capability for international clients.

Paul was also responsible for consultant relations in Asia, and launched and managed the award-winning BNPP AM Investment Academy in the region. Before relocating to Hong Kong, he worked as an ESG analyst in the Sustainability Research team in Paris. Paul holds a Master’s in Management with a major in Entrepreneurship from the EDHEC Business School in France. He is a SASB FSA (Fundamentals of Sustainability Accounting) Certificate holder. Paul is based in Hong Kong.

Philip Gorham

Director of Equity Research, Greater China – Morningstar Investment Management Asia Limited

Philip Gorham

Director of Equity Research, Greater China – Morningstar Investment Management Asia Limited

Speaking at Integrating ESG into Long-Term Equity Analysis

10:10-10:40 | Room A

Philip Gorham, CFA, FRM, is director of equity research for Ibbotson Associates Japan, Inc., a wholly owned subsidiary of Morningstar, Inc. He covers the European consumer staples sector, spanning beverages, tobacco, food, and home and personal-care products.

Gorham rejoined Morningstar in 2014 after serving as an equity analyst and associate director of equity research for the consumer staples sector from 2008 to 2011. From 2011 to 2013, he was an equity analyst for Federated Investors, covering the consumer sector for the firm’s global core equity and mid-cap growth funds. Previously, he was a market risk analyst for the Royal Bank of Scotland in the United Kingdom.

Gorham holds a bachelor’s degree in economics from the University of Sunderland and master’s degrees in business administration and accounting from the University of North Carolina. He also holds the Chartered Financial Analyst® and Financial Risk Manager® designations. He is a member of the CFA Institute and the Global Association of Risk Professionals.

Sebastien Brown

Investment Specialist, BNY Mellon Investment Management

Sebastien Brown

Investment Specialist, BNY Mellon Investment Management

Speaking at Uncovering the mysteries of ESG
10:45-11:15 | Room A

Sebastien is an investment specialist, based in Hong Kong, responsible for driving Newton’s (a BNY Mellon Investment Management firm) relationships in the Asia Pacific region. He joined in 2007 as a member of the international business development team where he successfully developed global (ex-US) relationships. He has experience working with both institutional and intermediary clients across multiple jurisdictions including Europe and the Middle-East and covering a wide range of investment strategies.

Sebastien holds a BA (Hons) in Politics from the University of Durham and the Certificat d’Etudes Politiques from Sciences Politiques, Aix-en-Provence as well as the Investment Management Certificate. Outside of work, Sebastien enjoys pursuing his hobby of horology.

Joined industry: 2007

Shawn Lese

Chief Investment Officer and Head of Fund Management, Americas, Nuveen Real Estate

Shawn Lese

Chief Investment Officer and Head of Fund Management, Americas, Nuveen Real Estate

Speaking at Perspectives and opportunities in global real estate
10:10-10:40 | Room C

Shawn serves as the Chief Investment Officer and Head of Funds Management for Nuveen Real Estate’s ~$90 billion Americas platform. He leads a team of seasoned portfolio managers in driving investment performance and partnering with our clients on their current and prospective real estate investments. In addition, as Chief Investment Officer, Americas Shawn oversees the end-to end investment process. He is a member of the Global Executive Leadership Team and Americas Investment Committee.

Prior to joining the business in 2015, Shawn served as a managing director on the capital markets team of Grosvenor Fund Management. Shawn has also worked as an officer in Morgan Stanley’s real estate investment banking group. Additional experience includes positions at Lazard, JPMorgan and Sullivan & Cromwell. He entered the industry in 1998.

Shawn graduated with a B.A. from Columbia College of Columbia University, an M.B.A. from Columbia Business School and a J.D. from Columbia University School of Law.

Shibo Wang

Associate Portfolio Manager, Thematic Equity, Allianz Global Investors

Shibo Wang

Associate Portfolio Manager, Thematic Equity, Allianz Global Investors

Speaking at The future of investing in China

10:45-11:15 | Room B

Shibo Wang is Associate Portfolio Manager with Allianz Global Investors. As a member of the Thematic Equity team, he manages China-related thematic equity portfolios and sponsors investment ideas from China and other Asian markets to global thematic portfolios. Now based in Hong Kong since 2019, Shibo joined Allianz Global Investors in Frankfurt in 2017 from Société Générale in Paris. Previously, he worked at HSBC in Paris and Bloomberg New Energy Finance in Beijing.

Shibo has a double degree (Grande Ecole) M.Sc. in Risk & Finance and Master in Management from EDHEC Business School in France, and a Bachelor Degree in Nuclear Engineering from Harbin Institute of Technology in China. He is also a CFA charterholder.

Stuart Rumble

Multi Asset Investment Director, Fidelity International

Stuart Rumble

Multi Asset Investment Director, Fidelity International

Speaking at Thematic investing opportunities in China
10:10-10:40 | Room B

Stuart Rumble is an Investment Director at Fidelity. He is primarily responsible for providing strategic investment advice and multi asset portfolio solutions to retail and institutional clients in Asia. This includes representing Fidelity’s range of Multi Asset funds, incorporating FF Global Multi Asset Income, FF Asia Pacific Multi Asset Growth and Income and FF Greater China Multi Asset Growth and Income.

Stuart has 20 years industry experience and joined Fidelity in 2006 from Lloyds TSB Private Banking. He re-joined the Multi Asset team in 2016 after six years covering fixed income strategies, where he mainly specialised in developed economy credit markets. He has also had roles working alongside the equity investment team and within Institutional Marketing. Stuart holds the Chartered Institute for Securities & Investment Diploma.

Tessa Wong

Product Specialist, Allianz Global Investors

Tessa Wong

Product Specialist, Allianz Global Investors

Speaking at The future of investing in China

10:45-11:15 | Room B

Tessa Wong is a Hong Kong-based product specialist with Allianz Global Investors. She joined the firm in 2017 and specializes in Greater China equity and Asian income strategies. During the past four years she successfully led the development of Asia and China Income franchise, and contributed significantly to the growth of China A / All China strategies. Her client coverage includes private banking, retail banking and insurance clients.

Before joining Allianz Global Investors, Tessa worked previously at Citi and JP Morgan Private Bank, where she worked as product manager overseeing the entire fund platform ranging from fixed income, multi asset to equity strategies.

Tessa has a B.S.Sc in Economics and minor in Finance from the Chinese University of Hong Kong and is also a CFA Charterholder.

Vanessa Chan

Investment Director, Asian Fixed Income, Fidelity International

Vanessa Chan

Investment Director, Asian Fixed Income, Fidelity International

Speaking at Thematic investing opportunities in China
10:10-10:40 | Room B

Vanessa Chan is an Investment Director for Fidelity International. She works within the investment team and with Fidelity’s Fixed Income Portfolio Managers. She has a strong focus in Asian credit market and China bond market. She is also an expert in the Asian and China High Yield market. She has in-depth knowledge in Asian Fixed Income and has spent over 18 years in Asian Fixed Income market covering both sell side, buy side and rating agencies roles. Ms Chan is a regular market commentator and appears on various international and regional media.

Vanessa joined Fidelity in 2017 from Fitch Ratings Hong Kong where she was a Director in the Corporates team. Prior to Fitch, she had over a decade of Debt Capital Markets and Investment Banking experiences in Hong Kong and London.

At Fitch, Vanessa was responsible for Chinese and Hong Kong issuers, with a focus on property companies, retailers and conglomerates. Besides her credit analysis background, Vanessa has gained a long experience in investment banking, at Credit Suisse as Head of Ratings Advisory as well as at other tier-one banks such as HSBC and UBS.

Vanessa holds a BSc degree in Accounting and Finance from the London School of Economics and Political Science in the United Kingdom. She is fluent in English, Mandarin and Cantonese.

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