Managing Director, Strategy, Financial Services
Ross is a Managing Director in Strategy within the Financial Services division and with specific focus on changes to market structure, regulation and new technology. Ross is a member of the global benchmark reform program at IHS Markit and is also Global Head of Term Risk Free Rates (TRFR).
Previously, Ross served as Head of Financial Markets APAC and was responsible for leading and growing the IHS Markit Financial Markets business across Asia-Pacific. Ross has an accounting and OTC derivatives background and has worked extensively on regulatory impact to develop innovative products to meet regulatory change. Ross has over 20 years experience in the financial services industry covering cash, derivatives and alternative assets markets across a variety of roles. Ross has worked in London, Singapore and currently based in Sydney and spent the last decade focusing on Asia-Pacific market development.
Head of Governance & Risk
Varsha Bipinchandra is a founding member of Singapore Life, with Walter De Oude, the Founder and CEO. Singapore Life has achieved what many thought was an impossible task – starting a life insurance company from scratch. Varsha has extensive insurance experience in Singapore in a broad range of areas including finance, risk management, operations, investments, governance and audit. She is currently the Chief Finance and Risk Officer of Singapore Life, and her previous roles included CFO, COO for HSBC Insurance Singapore as well as Head of Operational Risk for HSBC Insurance Asia Pacific. She is a Chartered Financial Analyst and a Fellow of the Institute of Singapore Chartered Accountants.
Head of Asia Pacific
Kate Birchall is Head of Asia Pacific for LCH Ltd. In her role, she is responsible for LCH’s business in the region, including the CCP’s existing OTC derivatives clearing operations in Sydney and Tokyo.
Prior to joining LCH in October 2018, Kate was Head of Portfolio Optimisation and Collateral at National Australia Bank. She has also held senior roles in Structuring, Portfolio Management and Credit Research in Australia and London.
Kate holds an EMBA from the London Business School and a BA in Mathematics from the University of Queensland.
General Manager Risk Management
COMMONWEALTH BANK OF AUSTRALIA
Rajeev Bhatnagar has been in International Banking for over 26 years with experience of managing teams in Asia, Africa, Australia, Europe and USA - making him uniquely experienced at working in challenging situations in diverse geographies and cultures. Rajeev has worked with Commonwealth Bank of Australia (CBA) for over 5 years and prior to that with Citigroup for 21 years.
Rajeev has over 16 years of experience in risk management in CRO roles at country / regional / global levels. In his most recent role, Rajeev was the Chief Risk Officer International for CBA’s branches outside of Australia. Prior to that he has been Asia CRO for Citi’s Transaction Banking, Country Risk Manager for Citi’s operations in Egypt & Bangladesh and Risk Director for Citibank Handlowy Poland. Rajeev has been a pioneer in developing product risk discipline and providing end to end risk oversight across risk categories.
Rajeev has broad based banking & risk management experience spanning Corporates & Financial Institutions, Business Banking and Retail Banking. He has managed teams across all risk categories including credit, operational risk, market risk and compliance.
Rajeev is an Engineer by background and holds an MBA from one of the leading business schools in India & Asia Pacific (IIM Ahmedabad). He is currently based in Hong Kong.
CROSSINVEST (ASIA) PTE LTD
Rohit has over 30 years’ experience across eight key markets globally with extensive knowledge in asset management, investment banking, private banking and wealth management. He has worked with the Macquarie group for over 22 years in various capacities and geographies including Australia, Singapore, Malaysia, South Africa, Hong Kong and India. Prior to joining Macquarie, he worked in the UK and New Zealand.
Rohit has held senior leadership and strategic roles over the past 14 years, spanning multiple layers and levels of accountability: from that of a Chief Executive to board representation. Rohit is currently the CEO of Crossinvest (Asia) Pte Limited. Crossinvest is an award-winning independent private wealth management company, which has been operating in Asia since 2005 and in Switzerland since 1985.
Head of Marketing & Strategy, Asia Pacific, Murex
Alexandre looks after the definition, positioning and go-to-market strategy of Murex product solutions with a focus on Risk Management and Regulatory Transformation. His most recent work centers on the implementation of the bilateral Initial Margin and Basel III capital reforms, and on XVA desks operating models. Alexandre also co-heads the Murex task force on the Interest Rates Benchmark Reform.
Since joining Murex in 2000, Alexandre has held both senior client-facing and product management positions, last serving as global head of the Risk Control practice and general manager for Murex Ireland, where he drove the development of the MX.III XVA management solution and Credit Risk simulation engine.
Alexandre holds a « Grande École » MSc in Management and Finance from HEC Paris.
Karen LM Chan
Chief Risk Officer
Karen LM Chan is the Chief Risk Officer of DWS Investments (p.k.a. Deutsche Asset Management) for Asia Pacific. She is based in Singapore and has been a Director of DWS since 2014 when she joined as the Chief Operating Officer of the DWS Alternatives & Fund Solutions (AFS) team in Singapore. In addition to her role as CRO, Karen is the APAC Chief Control Officer overseeing the Legal, Compliance, Risk and Anti-Financial Crime teams to bring greater collaboration across functions.
Prior to joining DWS, Karen was the Head of Sales & Distribution Compliance for Goldman Sachs Asset Management (GSAM) in Singapore covering the Asia-Pacific region. She spent 5 years at Goldman Sachs in London holding various leadership positions in Compliance Asset Management and as the Chief Supervisory Officer in Private Wealth Management. Karen was also previously the Head of Compliance at EFG Private Bank in London.
Karen has an MBA from Henley Business School in the UK and a LLB (Hons) Law from the University of London, School of Oriental and African Studies. She sits on the board of the Jazz Association of Singapore and is a strong advocate and supporter of various women and girls’ charities.
Managing Director and head of Asia Pacific Cross Valuation Adjustment (XVA) Trading
BANK OF AMERICA
Feng Chang is a Managing Director and head of Asia Pacific Cross Valuation Adjustment (XVA) Trading at Bank of America. She is based in Hong Kong.
In this role, she leads the team that is responsible for all aspects of pricing and dynamically hedging counterparty credit risk and the bank’s funding risk. She also advises on capital allocation efficiency for the OTC derivatives business in the region. In addition to her responsibility for generating P&L and managing risk, she is at the forefront of bank’s evolution in the derivative business and the Regulatory changes the industry has been confronted with.
Feng has propelled large-scale, multifunctional strategic initiatives to advance analytical capabilities to integrate xVA across asset classes, improve the efficiency of xVA analysis, optimize internal resources to enhance competitive advantages, and improve return per dollar of resource used.
Feng has more than 15 years’ experience in the rates, foreign exchange and credit derivatives trading business. More recently, she has focused on risk reduction and capital and collateral optimization for OTC derivatives across global markets businesses.
Feng is also very active in participating and leading inter-bank xVA Working Committee, CCP committee, contributing ideas and raising issues related to counterparty credit and funding risk.
She has worked in both London and Hong Kong.
Feng holds a Ph.D. in Mathematical Finance from Imperial College, London.
HSBC Private Banking
Chief Market Strategist, Southeast Asia
James Cheo is Chief Market Strategist, Southeast Asia, for HSBC Private Banking. He provides thought leadership for investment strategy and thematic investments. James is a member of the HSBC Private Banking’s Global Investment Committee and Asia Regional Investment Committee.
James has more than 15 years of portfolio strategy, asset allocation and economic research experience. Prior to re-joining HSBC, James was Senior Investment Strategist at Bank of Singapore, responsible for asset allocation and thematic research. James previously held Investment Strategist roles at HSBC Private Banking and Barclays Wealth Asia.
James started his career as a Senior Economist at the Monetary Authority of Singapore, where he was part of the team that prescribed policy actions for Singapore during the 2008 Global Financial Crisis.
James has a strong media profile, his investment views are frequently sought after by leading TV channels including Bloomberg, CNBC, CNA, Channel 8 Chinese News; and print media such as the Financial Times, Straits Times, Business Times.
James graduated with First Class Honours in Finance from Nanyang Technological University. He was awarded the Chartered Financial Analyst charter in 2007.
TAURUS FAMILY OFFICE
Nirman has over 10 years of experience in financial services industry.
He started as a Management Associate in Citibank Delhi in Global Transaction Services business. He also worked with Institutional Markets business in Citibank Mumbai.
He then moved with Citibank Singapore specializing in fixed income asset class for the Private Bank and Retail Bank businesses.
He was part of the investment team helping to formulate Fixed Income and Credit Investment Strategy for the Wealth Business.
At Taurus, Nirman is actively involved in managing client portfolios and formulating investment strategies. His expertise lies in fixed income and equities. He takes a fundamental approach to analysing investments. He has also developed systematic strategies which complement fundamental analysis.
Nirman graduated from Univ. of Mumbai with a degree in Computer Sc. Engineering. He attained further degree in Business (Finance) from Indian Institute of Technology Kharagpur.
Head of Digital Transformation
Juliana Chua is Head of Digital Transformation at NTUC Income (INCOME), Singapore’s largest composite insurer serving the protection, savings and investment needs of more than 2 million customers and a total assets of over $36 billion.
Juliana has a background in International Business Management (INSEAD), IP Law (NUS Law), Computer Science (Loughborough, UK) and leads the programme to digitise INCOME’s core businesses by adoption of design thinking and agile methodology. Juliana worked across continents in the US, China, Japan, India, UK, Singapore and is inventor to 6 patents/applications and designs for upstream innovation.
Prior INCOME, Juliana is Director of the IP Office of Singapore (IPOS) International where she forayed into US, China, Japan and Singapore markets for strategic partnerships. INCOME is Juliana’s 8th company in her career, where she previously served the World #1 innovation leader – IBM UK, Asia leading IP law firm – Spruson & Ferguson, Singapore’s largest technology office – Exploit Technologies of A*STAR, Japan MNC – Nitto Denko, as well as launched 2 startups into markets worldwide.
Senior Financial Sector Specialist
The SEACEN Centre
Aziz has over 18 years of experience in international banking and finance, and in setting, enforcing and providing training on regulatory policies and standards. He joined the SEACEN Centre in August 2016 on a sponsored career break from the Bank of England. Aziz is responsible for providing technical assistance, capacity building and delivering training programmes to SEACEN’s 35 member and associate member Central Banks and Regulatory Authorities on issues related to Supervision, Financial Stability, Risk Management and Financial Market Infrastructures.
Before joining SEACEN, Aziz spent 7 years working as a Senior Technical Specialist at the Bank of England / Prudential Regulation Authority. He was originally recruited as the Lead Supervisor of RBS’ Non-Core Bank, following RBS’ collapse in 2009. Aziz was responsible for supervising the management, workout and sell-off of RBS’ assets and portfolios, and its eventual wind-down. Aziz then joined the Risk Specialists Directorate and over several years led the stress testing of Wholesale banking book exposures for all the major UK banks, eventually as part of the Bank of England’s Concurrent Stress Test. He also had responsibility for leading the on-site Asset Quality and Provision Adequacy reviews across Wholesale loan portfolios of major banks, both in the UK and globally. During this time, Aziz was also seconded to the Markets Division within the Bank of England, where he led a team that managed the widening of the BoE’s Funding for Lending Scheme to include a variety of new Wholesale asset classes.
Chief Risk Officer, Asia
MUFG SECURITIES ASIA
Mark Henderson joined MUFG Securities Asia in Hong Kong in 2012 as Chief Risk Officer, Asia. His role encompasses risk on a holistic basis and for business conducted Asia-wide. He is a member of the Executive Committee with responsibilities for the strategic risk of the firm in the region. Prior to this, he was Head of Credit Risk Management for MUFG Securities in London. He also held various risk roles at ANZ Banking Group in Australia.
Mark holds a Bachelor of Economics from the University of Queensland.
Director, Head of Strategic Investment
Prudential Hong Kong Limited
Fanda leads the Strategic Investment team in Prudential Hong Kong’s investment function and is responsible for optimising and implementing Strategic Asset Allocation and Portfolio Hedging. She also designs the investment and operational structures for efficiently managing derivatives and other investment strategies.
Prior to joining Prudential HK, Fanda was the Client Solutions Director with Aviva Investors in London. Before that, she was the Senior Portfolio Manager of Annuity Funds with Prudential Portfolio Management Group (PPMG) in the UK. Fanda is a CFA Charterholder and possesses BSc Actuarial Science from London School of Economics and MPhil Finance from University of Cambridge.
Guan Yi Low
Chief Investment Officer
Guan Yi Low joined Eastspring Investments, the Asian asset management business of Prudential plc, in August 2007.
As CIO of the Fixed Income team, Guan Yi is responsible for overseeing the management of the firm’s fixed income strategies. She is also the lead Portfolio Manager for Eastspring’s Asian local currency and total return bond funds.
Prior to joining Eastspring Investments, Guan Yi was managing Asian local currency and credit portfolios at Bank Pictet et Cie Asia Ltd, Fullerton Fund Management Company and Standard Chartered Bank Singapore. Guan Yi has 20 years of investment experience.
Guan Yi holds a Bachelor of Business from Nanyang Technological University, Singapore. She is also a CFA charterholder
Chief Investment Officer
XUAN HONG FINANCIAL GROUP
Applied Math Ph.D of Courant Institute of Mathematical Sciences，CFA，FRM，PRM; , former Head of Market Risk, Asset Liability Management, Interest Rate Risk, Counter-party Credit Risk Management for PwC, Deloitte HK; Conducted Market Risk Management, Liquidity Risk Management Training for the State Bank of Southeast Asia Sponsored by Germany GIZ and World Bank for 2 Years
Visiting MBA professor of Harvard Business Psychology(BPSY), EMBA Professor of Shanghai Advanced Institute of Finance, SAIF; Adjunct Professor of the University of Hong Kong , SPACE ICB；Executive Director of Risk Management Research Centre, Asian Institute of Investors；Visiting Honorary Fellow of MF Tsinghua University & Macquarie University
Led PA Pioneer Capital to become one of the first 9 Chinese Alternative Investment firms
Led PA Pioneer Capital to win 4th place in 2015 PE Star Contest with a mananged AUM 11 billions
Take the Leadership in Risk Management Due Diligence Work for China’s COFCO to pay $1.5 billion for stake in Noble's Agriculture Business
Lead the Basel II Risk Management Project for one of the largest Southeast Asian Banks, Won the Prestigious Asia Risk Consultant of the Year 2013 Award of Asian Risk Magazine
As One of 3 Invited Overseas Trading Risk Management Experts to Sit on the Advisory Committee for guiding EVERBRIGHT Securities on its Shocking ETF Arb Trading Error Incident
Jacky Mak has more than 20 years of experience in financial services and consulting. His roles have included chief financial officer of the Hong Kong and Taiwan branch of Societe Generale's corporate and investment banking unit and director, OTC product development of HSBC's global banking and markets group in Hong Kong. Before joining HKEX, he was a Hong Kong-based director in Bank of America Merrill Lynch's global markets division.
In addition to an undergraduate degree in computer science from the Hong Kong University of Science and Technology (HKUST), Mr Mak has an MBA and a Master's degree in investment management from HKUST. He also has completed the advanced management programme of French graduate business school INSEAD.
Pedro Duarte Neves
Former Vice-Governor Banco de Portugal, Senior Advisor of the Board
BANCO DE PORTUGAL
Pedro Duarte Neves was Vice-Governor of Banco de Portugal from June 2006 to September 2017. During that period, he also chaired the Board of the Deposit Guarantee Fund, the Board of the Resolution Fund and the Board of the National Council for Audit Supervision. As of September 2017 he acts as Adviser for the Board of Directors of Banco de Portugal.
Pedro Duarte Neves acted as Alternate Chairperson of the EBA from July 2013 to June 2018 and, over the past years, chaired a number of European groups on economic and financial matters in the scope of the Financial Stability Board, the European Banking Authority and the Joint Committee of the European Supervisory Authorities. Pedro Duarte Neves was a member of the ECB’s Supervisory Board until September 2014 and a member of the General Board of the European Systemic Risk Board, from its creation to September 2017.
He joined the Research Department of Banco de Portugal in 1994 and served there until July 2004. He chaired the National Communications Authority (ANACOM) from September 2004 to June 2006.
Pedro Duarte Neves holds a PhD in Economics from Université Catholique de Louvain and he is Professor at Católica Lisbon – Business and Economics.
Head of Treasury & Markets
Founder and Chief Risk Officer
FinEX ASIA INVESTMENT LIMITED
Maggie has close to 20 years of banking experience and held various senior positions in both business and risk management at Citibank. In 2017, she co-founded FinEX Asia, the first global fintech marketplace connecting Asian investors with global high quality and low volatility asset classes. Maggie most recently served as the Asia and EMEA Head of Unsecured Lending at Citibank N.A. Prior to that, she headed credit card and unsecured lending businesses at Citibank Hong Kong. In addition to a broad geographic business experience, Maggie also gained extensive risk management knowledge as Chief Risk Officer for Citibank Hong Kong. Prior to Citibank, Maggie held senior positions at Ernst & Young (Australia) and Broken Hill Proprietary (HK) Ltd.
Executive Director, Foreign Exchange and Interest Rate Products, Asia Pacific
Ravi Pandit serves as Executive Director, Foreign Exchange and Interest Rate Products, Asia Pacific, for CME Group, based in Singapore. He is responsible for expanding CME Group’s existing FX and interest rate business and developing new opportunities across the region. Pandit joined CME Group in August 2015, and he has 25 years of experience in the financial markets. Prior to joining CME Group, Pandit was a consultant to Singapore Exchange, where he provided strategic advice and project management for its launch of listed FX futures. Before that, Pandit worked for 12 years in Dresdner Bank and subsequently Commerzbank post-merger, where he headed up the local markets trading team, and helped build up its Asian presence in interest rate and FX derivatives trading. Pandit also worked in various trading roles at Barclays Bank, across Hong Kong, Singapore and Tokyo, and in operations & technology at Citibank, across Hong Kong and Mumbai. Pandit holds a Masters degree in Chemical Engineering from Syracuse University and an MBA in Finance from the University of California, Berkeley.
Head of Risk and Finance Solutions
Dimitrios is a Head of Risk and Finance Solutions 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 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.
Founder & CEO
Ned Phillips, CEO & Founder, Bambu, has been based in Asia for the past 25 years; starting his journey in FinTech since 1999 with E*TRADE as one of the very first online brokers before becoming Managing Director in 2007. He was part of the transformation of the stock exchange where he developed two pan-Asian exchange, one of which is in conjunction with SCX and Chi-X. Ned had the opportunity to experience the first dot-com boom with one of the original FinTech companies as well as become appointed as a consultant to 8 Securities when they launched the first robo-advisor in Asia.
With such an insightful exposure and development over the years, Ned saw an opportunity in the B2B space to build a solution for various sectors that lead to the birth of Bambu.
Ahmad Shukri Abd Rahman
Chief Risk Officer
Leader- Financial CrimesInsights, Asia Pacific
IBM ASIA PACIFIC
With more than 25 years of experience across Asia Pacific & Japan, Mr. Scheurmann has held senior management, governmental, pre-sales, and project direction positions for large MNCs, a leading finance and banking consultancy firm, and a major ERP software supplier. Steven is currently responsible for leading and working with a team of subject-matter experts and business partners that address the challenges associated with: Anti-Money Laundering (AML), Combating Financing of Terrorists (CFT) and Politically-Exposed Persons (PEP). His team works with end-customers leveraging deep insights, machine learning and Artificial Intelligence (AI) technologies, leveraging Data & AI to determine the risk of a Party being involved in a Financial Crime.
Head Global Treasury Business Management
Dr. Frederick Shen is Senior Vice President and Head of Business Management for Global Treasury, OCBC Bank, leading to strengthen the infrastructure, processes, monitoring and analytics to tackle the increasing regulatory and risk requirements, all the while enabling the markets business for strategic growth in countries we currently operate in while planning for the future. He also leads the Global Treasury FinTech strategy employing new and innovative technology solutions to deliver Treasury products to clients and to enhance productivity and efficiencies within the organisation. Additionally, he is the chair of the OCBC Group iBOR Project Committee leading the organisation though the transition. Fred re-joined OCBC in mid-2013 from Emirates NBD, Dubai, where he headed up the Group Market Risk unit. Prior to the Middle East assignment, he was with OCBC Bank Market Risk for 3+ years, and appointed its Head of Market Risk in 2011.
Fred started his career as a Professor of Finance at the University of Waterloo, Canada, before joining the financial industry, starting with global risk oversight of the financial engineering trading group at RBC Capital Markets. With over 25 years in the financial industry, his extensive experience includes assignments with various global financial institutions and specialisations, including structured credit and real-asset securitizations at a privately held investment bank, Head of bank-wide economic/risk capital and risk modelling/analytics at Bank of Montreal, and Head of life insurance and asset management risk management at Manulife. Fred has a PhD in Financial Economics.
Managing Director, Asia Pacific Financial Services
Kiet Tran serves as managing director and heads the Financial Services division for IHS Markit in Asia Pacific.
Previously, he was the firm's global head of Pricing and Reference Data, an award-winning set of services providing independent pricing and market data to help financial institutions manage risk and operations effectively. As a senior leader, Mr. Tran has been involved in multiple acquisitions in the IHS Markit pricing, indices and loans businesses. He had joined Markit in 2005 to run North American credit operations and build the firm's comprehensive services for the syndicated loan market. He started his career as a fixed income analyst at BlackRock. Mr. Tran graduated magna cum laude with a degree in economics and business management from Binghamton University in New York, United States.
Founder and Chairman
Scott has more than 20 years of financial markets experience. He founded Noviscient, a next-generation investment manager based in Singapore.
Previously he worked as Chief Risk Officer and Portfolio Manager at an alternative investment firm for four years, as well as eight years heading up a quantitative team within Deutsche Bank’s Asian trading business in Singapore. Before that he worked in venture capital with Macquarie Bank for five years.
Scott has a BEng, an MBA, a Master of Quantitative Finance and he is completing a PhD in Finance with EDHEC.
Head of Product & Partnerships
HEVEACONNECT PTE LTD
Yvonne is the Head of Product & Partnerships at HeveaConnect Pte Ltd, she is responsible for value creation and ecosystem development for the suite of products and services that makes sustainability good business, namely: HeveaGrow, HeveaPro, HeveaTrace and HeveaConnect platform.
Yvonne brings in more than a decade worth of trading and product structuring experience in the commodities industry, leading the development of new benchmarks and markets for Chicago Mercantile Exchange Group, Morgan Stanley, Societe Generale and ANZ Banking Group. As an early adopter of blockchain and innovative payment technologies, she leads the technical committees contributing to the International Standards Organization ISO/TC 307 (Blockchain and distributed ledger technologies) and ISO200022 (Universal financial industry message scheme) working groups.
Knowledge sharing and serving the community at large is an important part of Yvonne’s life, she is a teaching fellow at Singapore University of Social Sciences and speaks at professional conferences on sustainability, fintech, trading and social impact. Prior to entering the commodities world, she worked in the legal industry and was a board member at the non-profit Redfern Legal Centre in Australia.
Yvonne holds a BCom/LLB (Bachelor of Commerce and Bachelor of Laws) from the University of Sydney.