Agenda

Yan is a fully qualified Fellow actuary, with over 17 years’ experience in financial services across life insurance, retirement and investments. Yan joined Resolution Life Asia in 2022, structuring bespoke risk transfer and capital motivated (reinsurance) solutions for clients and partners across mature Asia.
 

Prior to joining Resolution Life Asia, her most recent role was with AXA France, where she was Head of APAC (excluding India) for Life and Health reinsurance in the region, as well as the CEO of AXA Life Re Australia. Before this, she structured optimal risk transfer solutions at Aon Benfield as the APAC Director and Life Actuary.
 

Over the years, she’s worked in a number of consulting and valuation roles with Deloitte Actuaries, Watson Wyatt and AMP Life.

Non-life actuary with over fifteen years of experience in both Asia and London Market non-life insurance industry with a wide range of experience including reserving, capital modelling and stress testing, reinsurance optimisation, reinsurance pricing, preparation of financial condition report and profitability analysis.

Yan is a fully qualified Fellow actuary, with over 17 years’ experience in financial services across life insurance, retirement and investments. Yan joined Resolution Life Asia in 2022, structuring bespoke risk transfer and capital motivated (reinsurance) solutions for clients and partners across mature Asia.
 

Prior to joining Resolution Life Asia, her most recent role was with AXA France, where she was Head of APAC (excluding India) for Life and Health reinsurance in the region, as well as the CEO of AXA Life Re Australia. Before this, she structured optimal risk transfer solutions at Aon Benfield as the APAC Director and Life Actuary.
 

Over the years, she’s worked in a number of consulting and valuation roles with Deloitte Actuaries, Watson Wyatt and AMP Life.

Fatema Bookwala is the Markets and Securities Services COO at HSBC Singapore with regional responsibilities in ASEAN (TH, MNL, VN). Fatema is a seasoned Front Office COO with 17+ years of Cross-Asset experience in Financial Services industry. Her areas of expertise include Strategy Development and Execution, Transformation, Regulatory Change, Risk Management and Governance as a strong business partner with all business infrastructure areas.
Fatema is a Rank holder Chartered Accountant from The Institute of Chartered Accountants of India and completed Level 3 CFA from CFA Institute Charlottesville.
Fatema is passionate about diversity & inclusion and sustainability initiatives, and is an active member of the Sustainability and Balance Employee Resource Groups at HSBC.

David has unique experience spanning the full trade lifecycle, execution to ledger. An experienced C-suite executive, David has significant exposure reporting to and working alongside CEOs and other C-suite focusing on strategic direction and operation of firms.

His geographic experience spans London, New York, Hong Kong, Singapore, Moscow and Johannesburg having held senior executive positions in ask these locations. His experience spans established and emerging markets.

Currently based in Singapore he is looking at opportunities to work with businesses focused on growth and geographical expansion where his strategy and build experience can be leveraged.

David joined CSOP Asset Management Limited as COO in 2017 and oversees Trading, Client Solutions, Risk Management, Operations, Technology and ETF Operations for the firm. He is responsible for designing and driving the infrastructure strategy of CSOP to support its business growth and development and is also currently leading the digital transformation initiative for CSOP.

Prior to joining CSOP as COO, David was the Head of Business Controls and Management for South East Asia at Bank of America Merrill Lynch, responsible for the governance and business management of the Global Banking and Markets Businesses in the region. David is also part of the local management committees of Merrill Lynch Singapore, Bank of America Singapore Branch and Bank of America Securities Limited

Previously, David had worked in a number of large financial institutions such as Barclays Capital and Morgan Stanley in a variety of roles covering operations, middle office and finance. David started his career in Deloitte as an auditor in Australia.

David holds a Master of Business Administration from the University of Chicago – Booth School of Business and a Master of Applied Commerce(Accounting) and a Bachelor of Computer Science from the University of Melbourne.

Keeve has been with OCBC since 2018 and is currently the Managing Director, Greater China and North Asia at Bank of Singapore.

Prior to his appointment at Bank of Singapore - the Private Banking arm of OCBC group, Keeve was Head of Futures, FX & CFD for OCBC Securities. There he looked after about 40 people over the three business lines, where he oversaw the growth and development of the cleared Futures, OTC FX and Contract for Differences (CFD) businesses.

Prior to joining OCBC, he was the Director of Sales at UOB Global Markets, looking after the global Business Development of listed derivatives and OTC clearing for UOB. Keeve was before that, a trader in proprietary trading firms, heading market-making desks and algorithmic trading desks. His buy-side experience coupled with his current role in the sell-side gives him a wholesome view of the industry and its developments.

Keeve is married and has a daughter. He holds a BSc with honors from the Nanyang Technological University (NTU) and graduated with an MBA on the Dean's List from the Singapore Management University (SMU). He has completed his Executive Education at INSEAD and most recently obtained a MSc of Wealth Management (Dean’s List) from the Singapore Management University (SMU).

Selena is the Chief Economist for OCBC Bank. As Head of Treasury Research & Strategy, she leads a research team that is responsible for Treasury market research, forecasts and trading recommendations for the bank, covering fixed income, interest rates, corporate credit, foreign exchange and macroeconomic commentary.

She is a member of the OCBC Wealth Panel for Singapore and Malaysia, as well as a council member for the Economic Society of Singapore. She was conferred the IBF Fellow Award in Financial Markets in 2017. The IBF Fellow award recognises industry veterans who have demonstrated mastery of a profession and exemplify thought leadership and commitment to industry development. Her research writings has been extensively quoted and published by prominent media across print, television and radio.

Under her leadership, OCBC’s research capabilities have been greatly valued by customers and highly ranked in surveys for interest rate research, FX research, market coverage and Asian macroeconomic research in various forums including the AsiaMoney Fixed Income and FX polls, Bloomberg and Thomson Reuters polls, amongst others.

Prior to joining OCBC in August 2000, Selena was with the Fiscal Policy Unit under the Ministry of Finance (MOF) and the Economics Department in the Ministry of Trade and Industry (MTI). She received her Bachelors of Science (Economics) from the London School of Economics and also her Masters in Applied Economics from the National University of Singapore.

Keeve has been with OCBC since 2018 and is currently the Managing Director, Greater China and North Asia at Bank of Singapore.

Prior to his appointment at Bank of Singapore - the Private Banking arm of OCBC group, Keeve was Head of Futures, FX & CFD for OCBC Securities. There he looked after about 40 people over the three business lines, where he oversaw the growth and development of the cleared Futures, OTC FX and Contract for Differences (CFD) businesses.

Prior to joining OCBC, he was the Director of Sales at UOB Global Markets, looking after the global Business Development of listed derivatives and OTC clearing for UOB. Keeve was before that, a trader in proprietary trading firms, heading market-making desks and algorithmic trading desks. His buy-side experience coupled with his current role in the sell-side gives him a wholesome view of the industry and its developments.

Keeve is married and has a daughter. He holds a BSc with honors from the Nanyang Technological University (NTU) and graduated with an MBA on the Dean's List from the Singapore Management University (SMU). He has completed his Executive Education at INSEAD and most recently obtained a MSc of Wealth Management (Dean’s List) from the Singapore Management University (SMU).

Rana Bhattacharjee is the Director and Senior Client Advisor at Alpha Quest Pte. Ltd., a licensed fund management company, regulated by the Monetary Authority of Singapore, providing wealth and portfolio management services to its clients.

Rana has an extensive experience of over 20 years in the wealth management industry and worked for Private Banks including Fortis, Standard Chartered Private Bank and CIC Banque Privee before setting up Alpha Quest with his partners. He focuses on allocation across all traditional and alternative asset classes to achieve the portfolio goals for his clients.

He is a CAIA, CFP, CMT and CFTe charterholder and has an MBA from the Indian Institute of Management Calcutta.

Nirman is in-charge of financial portfolio management at Abiman Asset Management, a single family office located in Singapore. His responsibilities include asset allocation, security selection and risk management. He invests into single bonds, equities and commodities in a multi-asset context. His work is influenced by factor based investing and systematic approach to asset allocation and risk management. Prior to Abiman, he worked at Taurus Family office, a multi-family office. At Taurus, he advised and managed portfolios for high net-worth families in a multi-asset context. He also successfully managed an Emerging market credit fund which ranked in top 1% globally in terms of performance, among emerging market credit funds. Prior to Taurus, Nirman worked for Citi wealth management, within the fixed income department, advising clients on their fixed income investments. Nirman has graduated from Indian Institute of Technology Kharagpur (Masters in Business) and University of Mumbai (Computer Sc. Engineering).

Patrice Conxicoeur was a CEO, HSBC Asset Management (Singapore) Ltd and has been working in the financial industry since 1990. Patrice assumed this position in April 2020. Previously, he was CEO of HSBC Asset Management (Japan) K.K. From 2011-2015, Patrice was Global Head of the Insurance Segment, with overall responsibility for the further business development of HSBC Asset Management with insurance companies globally. Prior to that, Patrice spent three years as Head of Institutional Business for Asia Pacific with HSBC Asset Management in Hong Kong. From 2004 to 2008, he was Chief Executive of Sinopia Asset Management, Asia-Pacific. Patrice joined Sinopia in 1992 as an equity fund manager, later becoming Head of Global Equities and subsequently promoted to Head of Strategy, Equities and Balanced Products. Patrice was posted to Asia in 2000, initially in Japan as Chief Executive Officer of Sinopia T&D Asset Management Co, Ltd., and from 2004 in Hong Kong. Prior to joining Sinopia, Patrice worked in Tokyo with Japan Gamma Asset Management. He graduated from the E.M. Lyon Business School (France).

Patrick Donze is an Executive Director heading Advisory Portfolio Management Team in Bank of Singapore. He is also a member of the bank’s Investment Committee. He joined the bank in 2013.

He has over 25 years of experience in Financial markets as a global multi-asset Investment Advisor and Portfolio Manager. Having worked in Singapore, Hong Kong and Switzerland, he brings with him a global perspective with an extensive experience in advising clients across asset classes, with a focus on risk management. Prior to Bank of Singapore, he worked at UBS AG and Bank Julius Baer in Switzerland and Hong Kong.

Patrick graduated with a Swiss Professional and Commercial Diploma in Banking. He is a member of the Chartered Alternative Investment Analyst Association, a certified Financial Risk Manager, Sustainability and Climate Risk certificate holder and certified ESG analyst. 

Trevor is a Global Banking Executive with a successful track record for driving strategic & innovative risk and business strategies based on entrepreneurial and commercial decision making.

Has over 20 year’s experience, working at Top Tier Financial institutions such as HSBC, Standard Chartered, ANZ and Citibank. He has served as the Chief Risk Officer in Europe and Asia, Global Head Strategic Financial & Risk Management, Regional Head of Acquisition Risk Asia, Regional Executive Director Asia, and Head of Operational Risk Management Asia.

Trevor has also completed an EMBA at Kellogg-HKUST in Hong Kong / Chicago and various other Leadership programs across Asia including Leadership Program Ivey Business School at Western University. Graduate Diploma Applied Finance and Investment Securities Institute Australia, CPA Programme CPA Australian and Bachelor of Commerce. 

Interests include Travelling, environment and fitness. 

Puteri Syurga Binti A. Malek is currently working as a chief risk officer in Boost Bank Berhad (one of the 5 digital bank licensees granted by BNM). She is part of the pioneering team who sets up the bank from the ground up, focusing on risk management. Her role includes crafting out and implementing enterprise risk management framework and risk appetite across the organisation to ensure robust risk management within the bank. As part of supporting the bank’s business, she is also responsible to implement model risk management framework that caters to different types of models including artificial intelligence in a broader context. Prior to her role in Boost Bank, Puteri was a director in financial services risk management at Ernst & Young Consulting Sdn Bhd. She has extensive experience in various projects such as risk modelling, model validation and model risk management, refining customer journey and credit process re-engineering for financial institutions in Malaysia, digital banking application submission, climate risk, resilience projects, wealth management projects, anti-money laundering analytics validation, IFRS9 model validation projects, collection optimisation projects, and more. Puteri holds a Bachelor of Actuarial Studies from The Australian National University and possesses skills in statistical modelling, risk assessment, problem-solving, and strategic solutions. 

Michele Yap brings with her a broad range of experience, capabilities and skills spanning risk management, data and analytics, retail financial services and credit trading in both regional and global roles.
Michele is currently the chief risk officer, Singapore and Cluster CRO, ASEAN. Prior to this, she was the global head of enterprise risk data and reporting for Standard Chartered, with responsibility for developing the data capabilities of the risk function and delivering risk reports and insights to support risk management and drive better decisions.
Michele was previously the head of analytics monetisation and business planning for the retail bank in ASEAN and South Asia. She has also held roles in treasury, where she worked with the financial markets business on strategic initiatives relating to regulatory reform, and was the head of group stress-testing, during which time she developed the group’s first reverse stress test.
She first joined Standard Chartered in 2010 from Barclays Capital, where she was the head of portfolio management in Asia-Pacific. Under her stewardship, the Asia-Pacific region consistently posted the highest risk-adjusted returns globally. Michele began her career in New York, where she worked in investment banking and debt capital markets, before helping to set up the active portfolio management desk trading in credit derivatives, corporate bonds and loans.
Michele is a CFA charterholder and was recognized as a Future Leader by the Institute of International Finance in 2014.
Academic and professional development
• M.S. in Computational Finance, Carnegie Mellon University, Pittsburgh, PA, USA
• B.A. in Economics with distinction, Cornell University, Ithaca, NY, USA

Mr. Burin Adulwattana holds a bachelor’s and master’s degree in mathematics and economics from the University of Cambridge, United Kingdom. He has prior experiences in the financial sector with Credit Agricole Hong Kong, Bank of Thailand, and Bangkok Bank. He joined KASIKORNBANK in 2022 as Managing Director and Private Banking Business Head before being appointed Managing Director and Chief Economist at KResearch.