Speaker

Speaker

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Markus Blattmann

Chief Risk Officer Asia

BANK JULIUS BAER

Markus Blattmann is currently the Chief Risk Officer for Bank Julius Baer in Asia, a role he has held since 2012. In this role, Markus oversees the legal, compliance and risk management functions covering all business units in Asia.

Markus has over 30 years of experience in the financial services industry, of which 17 years is in Asia. Prior to joining Julius Baer in 2012, Markus has held senior leadership positions with UBS, including serving as their Chief Risk Officer Wealth Management Europe and Chief Credit Officer Wealth Management Asia-Pacific. Throughout his career, Markus has been involved in mergers and acquisitions, setting up new businesses and “Change the Bank” initiatives.

Markus holds a Master of Law in Legal Studies from the University of Basel.

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Sylvie Davidson

Managing Director, Chief Risk Officer APAC

UBS AG

Sylvie Davidson is a Managing Director and CRO APAC for UBS Asia Pacific. Sylvie has worked in Asia since 1994 and has over 28 years’ experience in the industry. Prior to joining UBS she was COO of Barclays in Asia Pacific for Equities, supporting the business in achieving its strategic goals at a regional and divisional level. Before Barclays Sylvie held senior roles at Standard Chartered Bank and Merrill Lynch. Sylvie has extensive experience in trading, sales, structuring, risk management and project management.

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Dr Martin Kimmig

Chief Risk Officer

AIIB

Martin Kimmig, Chief Risk Officer, heads AIIB’s risk management. He joined the AIIB from The Rock Creek Group where he held the position of a Managing Director covering emerging market equities. Prior, he spent a 24-year career at the World Bank Group in particular the International Finance Corporation where he held leadership positions in both investment operations and risk management. Martin Kimmig holds a PhD in Economics from the University of Freiburg and a CFA designation.

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Gareth Nicholson

Head of Fixed Income (Discretionary Portfolio Management)

BANK OF SINGAPORE

Gareth Nicholson is the head of Fixed income for all the DPM portfolios, accounting for over 7billion AUM. He has over 15 years of investment management experience, situated in both London and Singapore, with two of the largest European asset managers Deutsche Bank asset Management and Standard Life/Aberdeen Asset Management. His responsibilities included helping steer one of the biggest derivative books in London though the Lehman’s collapse, restructure the risk framework for the European Fixed Income Funds during the European crisis and most recently help build the Asian Fixed income business here in Singapore.

He holds a BSC degree in Financial Mathematics from University of Johannesburg and numerous Data Science specializations from Johns Hopkins University and UCLA.

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Chatchai Thisadoldilok

Director of Research, Capital Market Policy

SECURITIES AND EXCHANGE COMMISSION THAILAND

Chatchai Thisadoldilok CFA FRM is the director of research at Securities and Exchange Commission Thailand. His policy research interest includes investment management, corporate finance, and markets. He also serves as a board director of CFA Society Thailand, a member of risk management subcommittee at Social Security Fund Thailand, an advisor to Association of Provident Fund Thailand, and a fund committee member of endowment and pension funds. Previously, he was working for banks and having experiences in investment banking, risk management, and credit product development. He was trained in financial economics research from Norwegian School of Economics. He holds BA and MA in Economics from Thammasat University.

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Ahmad Shukri Abdul Rahman

Chief Risk Officer

BANK RAKYAT MALAYSIA

Ahmad Shukri bin Abdul Rahman is the Chief Risk Officer of Malaysia’s Bank Raykat. He has 26 years of experience in Banking out of which 17 years in local and Foreign Islamic Banks.

He is one of the pioneer members in setting up the Alrajhi Bank Malaysia in 2006, before joining OCBC Bank in 2008 to be part of the team in setting up its Islamic subsidiary OCBC Al-Amin Bank Berhad. His last position with OCBC Al-Amin Bank was as Head of Risk Management prior to Joining Bank Rakyat as the Chief Risk Officer in August 2016

Ahmad Shukri bin Abdul Rahman graduated in Bachelor In Business Administration (Finance) from Texas A&M University at Commerce and Master (Executive) In Islamic Banking & Finance from Asia E University.

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Matteo Andreetto

CEO

STOXX LTD

Matteo Andreetto is head of Index Services at Deutsche Börse Group and CEO of STOXX Ltd. His responsibilities include the design, management and commercialization of STOXX and DAX indices for issuers who use indices as underlyings or benchmarks for financial products.

Before joining Deutsche Börse Group, Matteo spent more than 15 years at global investment banks in production and managerial roles on public equities side and 2 years in product development for a macro, low latency alternative asset manager.

He has a proven track record of building, restructuring and managing international distribution businesses, running complex capital markets transactions and identifying new major client and market opportunities.

Matteo holds a degree in economics and quantitative finance from Bocconi University, Milan with a strong focus on applied statistics and capital markets, and is a graduate of the Advanced Management Program (AMP189) at Harvard Business School.

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Michelle Cheong

Director, Credit Solutions

S&P GLOBAL MARKET INTELLIGENCE

Michelle P. Cheong is Head of CreditPro® Product, Credit Solutions, where she owns product development, quality assurance, strategy, go to market, thought leadership and customer experience globally. Prior to joining S&P Global Market Intelligence, Michelle was a portfolio manager in Barclays Global Investors, State Street Global Advisors and Goldman Sachs Asset Management with responsibility of AUM up to USD 1bn; where she focused on alpha, portfolio construction and risk research.

Michelle has a Bachelors in Mathematics and Economics (with Distinction) and Masters in Financial Engineering from Cornell University. She has also completed the All But Dissertation at the Ph.D. program in Finance at Nanyang Business School, Singapore.

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Rajeev De Mello

Chairman of the Development Committee

INVESTMENT MANAGEMENT ASSOCIATION OF SINGAPORE (IMAS)

Rajeev De Mello is the Chairman of the IMAS Development Committee. Until recently he was the head of Asian Fixed Income at Schroders Investment Management in Singapore where he led a team which invested in Asian credit, local bonds and currencies across Asia and the Middle East. His has been investing in Asia since 2005. Before that, he managed European fixed income for Pictet Asset Management. During the 1990s, Rajeev worked as head trading for UBS in various locations including Hong Kong. Earlier on he was a management consultant for McKinsey. He started his career in gold and currency options shortly before the 1987 crash.

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Jake Fisher

Director, Head of Global RMB Development

BMO FINANCIAL GROUP

Jake Fisher is Director and Head of Global RMB Development for BMO Financial Group, based in Hong Kong. He is responsible for driving BMO’s East-West cross-border business by providing China market coverage, delivering trade settlement solutions to multinational companies operating in China and by giving guidance to international investors seeking access to China’s onshore market.

Professional Experience

China Cross-Border & Foreign Exchange

  • Provides weekly China market coverage and economic policy updates to internal sales teams, MNC’s and international investor
  • Has advised numerous companies on cross-border transactions including foreign exchange, repatriations and cash management
  • Provides subject matter expertise on BMO China’s cross -border products

Fixed Income

  • Led the development of BMO China’s Fixed Income trading platform (China Interbank Bond Market)
  • Presented to numerous hedge funds, pension funds, to China’s bond market

Industry Involvement

  • Regular speaker on China and RMB Internationalization including at the Asian Financial Forum (Hong Kong), Tsinghua University, speaker at COFCO Trust leadership conference, and various events for the Government of Canada (Ministry of Finance) on Canada-China trade relations

Education

  • BBA, Trinity Western University, British Columbia, Canada
  • PMP Professional Project Management designation

Focus Areas

  • China Cross-Border
  • Foreign Exchange
  • Fixed Income
  • Corporate Banking
  • Global Trade
  • RMB Internationalization
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James Fong

RSA Archer GRC Solution Leader, Asia-Pacific & Japan

RSA

James Fong is RSA Archer leader who leads the Governance, Risk & Compliance (GRC) Solution Specialists team across Asia-Pacific and Japan (APJ) region in driving the eGRC business through innovation and solution-based technical advisory.

As a Solution Leader, he provides leadership and coaching abilities for the team to attain set goals and targeted development to drive net new logos and drive incremental business across identified market segments and industries. This requires strong management capability across a wide geography and regional markets spanning different timezones, language, culture and GRC maturity. He also engages senior levels of organisations (Directors & C-suite levels) as well as front-line technologists to drive technology adoption and reference sites for RSA across the GRC space.

He brings with him a wealth of experience having been instrumental in implementing comprehensive governance, risk management & compliance frameworks for top corporations throughout the region for close to 20 years. He has worked with Boards of Directors in addressing corporate-wide issues relating to GRC and advised them on linking risk management and business objectives.

James is also experienced in devising and establishing future risk, compliance and continuity strategies; and in particular, conducting risk-based management and operational auditing for publicly listed companies. He has also been involved in the implementation of Business Continuity Management systems and is familiar with global standards and best practice in this area.

Prior to RSA, he was the SEA Risk & Compliance Solution Lead for Protiviti Singapore, Executive Director of Consulting Services for a regional leading risk management consulting and software firm for 11 years, a Management Consultant / Auditor with a Big 4 consulting firm, and was a Project Manager with a multi-national group driving business and process improvement initiatives.

He is a prominent and regular speaker at local and international thought leadership forums and conferences on risk management, governance, and internal controls.

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Tomasz Kurczyk

Digital Transformation Director

AXA INSURANCE

Tomasz Kurczyk is a seasoned senior digital business leader driving revenue and accelerating organization future-proofing and transformation. Focusing on Digital Commerce (online, online-to-offline, partnerships, telemarketing), Customer Experience, Digital Marketing, FinTech, Innovation and Technology. Tomasz is passionate about technology, driving impact through innovative products and building high performing and multidisciplinary teams at scale.

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Eddie Lau

Chief Investment Officer & Deputy CEO

RONGTONG GLOBAL INVESTMENT LIMITED

Eddie Lau has over 16 years of investment management and trading experience in Asia and North America. He joined Rongtong Global Investment as CIO and Deputy CEO in April 2018 to lead their international investment efforts in equities, fixed income and multi-managers and cross-border solutions. 

He began his career as a convertible bond trader with UBS in the U.S. in 2002. Since 2006, Eddie has managed absolute-return portfolios at Elliott Advisors and Merrill Lynch global proprietary trading group respectively.  Eddie co-founded PCA Investment, a multi-strategy hedge fund in Beijing and Hong Kong, and Harmony Advisors, a multi-family office in Hong Kong. He was portfolio manager for absolute-return portfolios and global multi-asset portfolios respectively.

Eddie graduated from the University of Chicago with B.A. in Economics with Honors in 2002.

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Trinh Nguyen

Senior Economist, Emerging Asia, Natixis Asia Pacific

NATIXIS

Trinh Nguyen is Senior Economist covering Emerging Asia at NATIXIS based in Hong Kong. Trinh joined Natixis in October 2015 - she previously worked at HSBC as an ASEAN economist from August 2011 to October 2015. Trinh was awarded best economist on Vietnam by Asia Money and was a top-ranked regional economist by Asia Money. She was consistently top-ranked for her forecasts and expertise on emerging Asia. Trinh is known to produce forward looking and game-changing insights that serve fixed income, equity, and FX markets.

Prior to HSBC, she was a consultant at the World Bank conducting research on foreign direct investment and indicators for country-specific labor market trends and patterns. She holds a Master of Arts in International Affairs and International Economics with a specialization on Southeast Asia from Johns Hopkins University.

Trinh is regularly featured in Current Economics, a journal that picks top sell-side research reports, and CNBC as guests as well as key international and local news outlets for her insights on emerging Asia.

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Yannick Ouaknine

Head of SRI Research

SOCIETE GENERALE CORPORATE & INVESTMENT BANKING

Yannick Ouaknine is Senior Sustainability Research Analyst and joined SGCIB in March 2007. Yannick has a deep understanding of investor needs in the area of Sustainability research, having worked for more than 15 years in the field, with global coverage and responsibility (including exercising voting rights). He advises the broad financial community (asset owners, asset managers, hedge funds, corporates and academics) on the integration of sustainability criteria into financial analysis or reporting and is a regular speaker at international events.

Prior to working at SGCIB, Yannick was Product Manager / RFP Analyst at BNP Paribas Asset Management (2000-2002) and Senior ESG analyst at BNP Paribas Investment Partners (2003-2007) in France. During this period, he worked with equity/credit analysts across all sectors to enhance traditional financial modelling by highlighting the impact of environmental, corporate governance and social issues on business performance and/or valuations.

He holds a Bachelor of Business Administration (BBA Hons) and a Master of Business Administration degrees from the École Supérieure de Gestion de Paris (ESG), and an executive training certificate in Corporate Finance from INSEAD.

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Dr Dimitrios Papanastasiou

Senior Director, Solutions Specialist

MOODY'S ANALYTICS

Dimitrios Papanastasiou is a Senior Director in Moody’s Analytics, leading the Asia Specialist team that focuses on Risk Analytics, Stress Testing and IFRS 9 solutions. During his time in Moody’s and prior to his move to Asia, Dimitrios he led the efforts on designing and successfully implementing IFRS 9 modelling and software solutions for more than 50 banks in Europe and Middle East.

Prior to joining Moody’s in January 2016, Dimitrios worked as Senior Technical Specialist at the Prudential Regulation Authority (PRA) in London. During that time, he led the internal stress testing model development across the majority of risk types, with a particular focus on wholesale credit risk globally, retail credit risk in the UK and econometric models for key ALM risk metrics. Before joining the PRA, he was part of UBS Group-wide Stress Testing Team where he developed stress testing models for the held to maturity assets of the investment banking arm. Prior to his time at UBS he held various modelling positions at the former Financial Services Authority (FSA), Lloyd’s Banking Group and HBOS.

Dimitrios holds a PhD from the University of Edinburgh Business School and an MSc in Applied Economics and Finance from the Athens University of Economics and Business. He is a certified Professional Risk Manager (PRM) since 2006 and tutored at University of Edinburgh where he has conducted extensive research on credit risk modelling and the interaction between credit risk and the real economy.

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Ketan Patel

Deputy Chief Risk Officer

HKEX

Ketan B. Patel is a Managing Director in Group Risk Management. In 2016, he became the Deputy Group Risk Officer. Ketan heads up the HKEX Group Credit and Quantitative Analysis function as well as Chief Risk Officer for OTC Clear. He is also oversees for risk policy and risk system development.

He was the Head of Risk Management from January 2015 through January 2016 where he oversaw the ERM function and established governance of HKEX’s Risk Management functions. Prior to that, he was co-head of Clearing Risk Management as well Chief Risk Officer for OTC Clear at HKEX.

Prior to joining HKEX, Mr. Patel worked at the CME Group, where he led quantitative modelling and risk policy efforts - internally known as Risk Research. Ketan’s other risk management roles encompassed exchange traded & OTC FICC products, as well as equity derivative products. This experience incorporates risk managing events such as Refco, the Sentinel Investments collapse, the Lehman Brothers bankruptcy as well the general financial crisis of the prior decade. Before entering the CCP realm, Ketan worked in various trading, research and risk management roles in fixed income and equity financial products.

He earned his MBA, with concentrations in Analytical Finance and Economics, from the University of Chicago. Ketan earned his Bachelor’s degree in Management, with concentrations in Finance, International Business and Economics, from Purdue University.

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Marcus Robinson

Asia Pacific Head of Rates & FX Derivatives

LCH

Marcus Robinson is the Asia Pacific Head of Rates & FX Derivatives who is responsible for overseeing the strategy and business operations of the interest rates and FX clearing services, as well as more broadly developing LCH's presence in Asia-Pacific. Marcus has previously led a number of regulatory and strategic initiatives at SwapClear, including the update of the service's membership criteria, default fund and default management process. Marcus also played a key role in the design and implementation of LCH's NDF service, ForexClear. Prior to joining LCH, Marcus worked for JP Morgan in its investment banking and asset management divisions.

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Filippo Santilli

Managing Director, APAC Head of Liquidity and Segregation

BNY MELLON, HONG KONG

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Kai Lee Tse

Chief Risk Officer

QBE INSURANCE

Kai Lee Tse is the Chief Risk Officer for QBE Asia Pacific. He has more than 27 years of experience in the financial services industry and a unique blend of corporate finance, risk, and (re)insurance experience. He has held senior management positions in both banking and (re)insurance industries.  Excelled in both large organization and new start-ups across USA, Europe, Middle East and Asia.

Prior to joining QBE, he was the Regional CFO and COO for Berkshire Hathaway Specialty Insurance responsible for Finance, Risk, Actuarial, Operations and IT. He has also held senior roles at AIG, Chinatrust Commercial Bank, and Zurich Centre Re/Centre Solutions.

Kai is a Fellow of the Casualty Actuarial Society of the USA and a Chartered Financial Analyst.

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Dr Shengzu Wang

Co-Head of Investment Strategy Group, Asia

GOLDMAN SACHS PRIVATE WEALTH MANAGEMENT

Dr. Shengzu Wang is co-head of the Investment Strategy Group Asia at Goldman Sachs Private Wealth Management. He is responsible for China and emerging Asia macro strategies and tactical asset allocation. Prior to joining Goldman Sachs, he was a senior economist covering China and Hong Kong at Barclays Investment Bank. Shengzu started his economist career in 2009 at the International Monetary Fund (IMF). He worked on a number of IMF surveillance and lending programs covering advanced and emerging market economies across the Asia Pacific, Africa and Europe, and was a member of the IMF Greece team in the European Troika in 2014. He also held academic positions at Fudan University and the University of Hong Kong. Shengzu received an MA in Economics from the University of British Columbia, and a Ph.D. in Economics from McGill University.

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Qi Wang

CEO

MEGATRUST INVESTMENT (HK)

Qi Wang, CFA is the founder and Chief Executive Officer of MegaTrust Investment (HK), responsible for providing investment research and solutions to global institutional clients. The MegaTrust Investments Group* was founded in Shanghai, China in 2007 and is a research driven, boutique fund manager specializing in Chinese equities. Prior to joining MegaTrust, Qi was the Head of China Index Research at MSCI Inc., where he advised the world’s leading asset owners on global investing, asset allocation, portfolio construction, and risk management etc. Before joining MSCI, Qi was the Chief Investment Officer at China Everbright Limited, a state-owned financial conglomerate based in Hong Kong. Prior to CEL, Qi was an Investment Director and portfolio manager at hedge fund manager Elliott Advisors, responsible for its fundamental long-short strategy in Asia. Before joining Elliott, Qi was an equity research analyst for UBS AG in New York and Hong Kong. Qi began his career as a Financial Analyst in the Global Investment Research Department at Goldman Sachs & Co. in New York. He graduated from Dartmouth College with a double-degree in mathematics and electrical engineering in 1997. Qi has been a CFA charterholder since 2003.

*Including Shanghai MegaTrust Investment Management Co. Ltd. in China.

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Urban Wilde

Regional Chief Risk Officer, Asia

EFG BANK AG

Urban Wilde is a Swiss national. After graduating from Basel University with a degree in law, he started his banking career as a trainee with Swiss Bank Corp (SBC) in Basel in 1986. Following various assignments in Basel and Geneva in different areas of credit risk, he became Regional Head of Credit Risk Control for Private Banking in Geneva. Following the merger of SBC with UBS, Urban was appointed Regional Head of Credit Risk Control in New York for Private Banking Americas in 2000 and in Singapore 2005 for Wealth Management APAC. After a “gap year” with UBS in Switzerland in 2009, he was appointed Regional Chief Risk Officer for Barclays Wealth Asia in 2010 again based in Singapore covering credit risk, operational risk and governance. Following the sale of Barclays’s Wealth business in 2016, Urban was recruited as Regional Chief Risk Officer for EFG Bank in Singapore in 2017 covering credit, operational and market risk.

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Zhai Feng

Director of Legal Consulting & Compliance

CCB PRINCIPAL ASSET MANAGEMENT COMPANY

Zhai Feng (Abraham) is currently Director of Compliance, at CCB Principal Asset Management Co., Ltd. overseeing the company’s legal, regulatory and compliance activities. Mr. Zhai joined CCB Principal in 2005 when the company was first established and has worked as Director of Compliance Department since then before he was promoted to his current role in July 2018. Before that Mr. Zhai was Deputy General Manager of Shanghai Yongjia Investment Management Corp. Ltd. from September 2001 to August 2005; Deputy General Manager of Investment Banking Department of Hongyuan Securities Corp. Ltd. from June, 2000 to August, 2001; Deputy Manager of Securities Issuing Department of China CINDA Trust Investment Corp. Ltd. from July, 1995 to May, 2000; Deputy Director of Internal Auditing, Hierro Peru (Shougang) Co., Ltd. from June, 1993 to June, 1995; and journalist for China Daily from July 1990 to May 1993. Mr. Zhai graduated from Fudan University in Shanghai, China in 1990 with a Bachelor of Laws degree, and he also holds a BA degree from Anqing Normal College in Anhui Province, China.

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Chris Van Homrigh

Independent Consultant; formerly ASIC’s Regional Commissioner for New South Wales & Head of Investment Banks

Chris Van Homrigh is a banking and financial services consultant specialising in conduct, governance, risk, compliance and regulatory matters.

Chris was formerly ASIC’s Regional Commissioner for New South Wales and head of its Investment Banks team covering investment banks, hedge and private equity funds, retail derivatives, retail structured products, and credit ratings agencies.  Chris was a member of ASIC's Audit Committee, and chaired or was a member of a number of ASIC's Project Boards and Steering Committees.

At ASIC amongst other things, Chris initiated and led ASIC’s work on conduct – work which described by the then Chair of the Australian Financial Markets Association as “world leading”.

Prior to joining ASIC, Chris had a wealth of international and domestic experience primarily in debt markets.  Chris spent 10 years with Société Générale and was its Managing Director and Head of Securitisation for Asia Pacific.  Chris established Société Générale's securitisation business in Canada after having been head of the North Asian business based in Japan.

Chris spent the 10 years prior to Société Générale with Citibank mainly in the securitisation and structured finance markets, and before joining Citi spent 5 years working in chartered accounting firms in Australia and England.

Having worked in in the UK, Japan, Canada and Australia and for Australian, French, and US institutions gives Chris an understanding of the cultural nuisances that may impact conduct.

As such Chris’s experience has put him in a unique position to globally view conduct and culture from a regulator’s perspective, but with the understanding of issues from a banker’s perspective. 

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Kate Miller

Director, Conflicts of Interest & Conduct Monitoring Compliance

STANDARD CHARTERED BANK

Kate Miller is a Compliance & Risk Manager with focus on Conduct, Conflicts of Interest, Operational & Enterprise Risk Management areas. Her work experience includes various COO & 1st line risk, 2nd line risk & control and I started working life in the Human Resources function. Kate has worked in London, Johannesburg and have been based in Singapore in recent years with both and Asia-Pac and more recently a Global focus to the work.

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Dominic Wu

Managing Director, Senior Risk Manager, APAC

BNY MELLON

Dominic Wu is the Managing Director and Senior Risk Manager with BNY Mellon for APAC. He has 20+ years of experience in banking, securities, assets management and consultancy. Dominic is a qualified accountant, fraud examiner and professional risk manager and did his MBA from University of Hull, UK. He is sought out speaker in risk management and provides training to the regulators, universities, financial institutions and professional bodies. He is the Founding Chairman of the Hong Kong Chapter of the Institute of Operational Risk (IOR) and Asia Financial Risk Think Tank.

Puay Tin Teo

Executive Director CIB Structural Initiatives

STANDARD CHARTERED BANK

Teo Puay Tin, Executive Director, Corporate and Institutional Banking (CIB) Structural Initiatives

Teo Puay Tin is a treasury professional with more than 15 years of industry experience in financial services. She is currently in the Corporate and Institutional Banking (CIB) Structural Initiatives team within Standard Chartered, which focuses on driving business led responses to regulatory and market structure changes.  Prior to her current role, she was responsible for optimizing trading book funding costs, engaging Treasury and Financial Markets on balance sheet priorities and providing treasury training to Country CEOs and CCROs.

Rajesh Surendiran

Head, Liability & RWA Optimisation

STANDARD CHARTERED BANK