| Grégoire Déchy COO SPQ Asia Grégoire is in charge of all the non-investment side of SPQ. From 2010 to 2013, he was involved in the start-up phase of two Hong Kong based advisors named Hong Investment and Isometric Capital. From 2001 to 2010, he worked for Société Générale Group focusing on institutional clients and the Newedge prime brokerage platform in London and Hong Kong from 2005. He earned a Master's degree in Civil Engineering from ESTP Paris and the University of Birmingham in 1996, as well as an MBA in Finance from HEC Paris and NYU Stern School of Business in 2001. | |
| 0 | Moderator: Byron Wong Head of Robo-Advisory Yunfeng Financial Group Byron is the Financial Group, a HK-based FinTech firm whose majority shareholders include Jack Ma of Alibaba and David Yu of Yunfeng Capital. Byron also has over 10 years’ experience in the investment banking industry. Prior to joining the Group, Mr. Wong was an Executive Director of Goldman Sachs. His clients include some of the most influential institutions, entrepreneurial families and charitable organizations in Asia. Prior to his relocation to Asia, he was a Buy-Side Quantitative Strategist at Goldman Sachs in New York. He graduated First-Class Honors from the University of Edinburgh, majoring in Artificial Intelligence and Software Engineering. Byron is a Chartered Financial Analyst (CFA) holder. |
| 0 | Visheshwar Anantharam Founder & Partner Vanhau Asset Management |
| 0 | Otto Chan Fund Manager Persistent Asset Partners Otto is the fund manager at Persistent Asset Partner, a Hong Kong based asset manager specialising in fund of hedge funds with 14 years of track record. He is responsible for research, portfolio management and investment due diligence function on both Asia and Global hedge funds. Prior to joining Persistent, he worked as an associate, Investment & Product Office at Barclays Capital within the investment advisory team supporting both institutional and individual clients with initiated coverage and research for Asian hedge funds and mutual funds. Otto was employed as part of the graduate program organised by Barclays and had the specialties in equity research, asset allocation, and hedge fund research. Otto gained his Master of Arts in Economics at California State University, Long Beach, with summa cum laude distinction. He is also a Ph.D. candidate at City University of Hong Kong with research thesis related to hedge fund investment. Otto obtained the (Financial Risk Manager) FRM® certification and is a (Chartered Financial Analyst) CFA charter holder. |
| Asheesh Chanda Founder Kristal.AI Asheesh is the Founder of Kristal.AI - an Artificial Intelligence powered Digital Asset Management Platform that gives investors access to independent advisors and portfolio managers. Kristal.ai is powered by O2O Technologies, which is also founded by Asheesh Chanda. Kristal operates via its 3 fund management and advisory entities which are respectively licensed in India (SEBI registered RIA), HK (Type 4 and 9 by SFC) and Singapore (MAS Sandbox) Asheesh has over 15 years experience in the financial industry. He has co-founded and co-managed a Singapore based global macro hedge fund for 2 years before launching Kristal.AI. Prior to moving to the buyside, he has been with JPMorgan in SG/HK for over 8 years, and before that at BNP Paribas and Citigroup. He is a post graduate from IIM Bangalore 2002 batch and a Computer Science Engineer from IIT Delhi Batch of 2000. He has held several accomplishments during his studies including Indian National Math and Physics Olympiad scholarships and is an avid python programmer. | |
| Ralph Cheng CIO Tmesis Capital Management Ralph is Chief Investment Officer of Tmesis Capital Management, an AI-driven hedge fund that utilizes deep neural networks and deep reinforcement learning in making trading decisions. After receiving his BA political science degree from University of Washington, he quickly established Tmesis and formed an AI research team. He is able to combine his background in political science and his special insights in trading with the latest AI technologies to derive unique trading strategies. | |
| Nitin Dialdas Partner & CIO Mandarin Capital Nitin is Hong Kong born and spent his entire career in Hong Kong, beginning his career in 1997 working at a boutique Futures Broker trading Japanese commodities. He then moved on to Richmond Asset Management in 1999, where after initially working as an investment consultant, he moved to the research department, becoming an analyst for the firm’s discretionary managed portfolios. During this period, Nitin developed his technical analysis skills specializing in mutual funds as well as US equities. He then moved on to ING Financial Planning (now called FWD Financial Planning Limited) in 2005 where he became the Investment Manager there developing and managing a fund trading service for their clients. In 2008, with extensive knowledge built up in the mutual fund sector, he was asked to assist with the construction of new unit-linked products at ING Life. Nitin rejoined Richmond Asset Management in 2010 as the Investment Manager after being presented with an opportunity to manage equity funds they were just launching. Nitin has been a Responsible Officer for Type 4 (Advising on Securities) at both ING and Richmond between May 2009 and April 2014, as well as Responsible Officer for Type 9 (Asset Management) at Richmond from October 2011. Nitin joined Mandarin in June 2014 where, as CIO and RO for Type 9 (Asset Management), he looks over the investment side of the business, overseeing the launch of the various funds as well as all future projects. | |
| 0 | Moderator: Rodney Diola Deputy Editor AsiaHedge |
| Alvin Fan CEO OP Investment Management Alvin is the Director of OP Investment Management (Cayman) and Chief Executive Officer of OPIM, responsible for the company’s overall strategy. He has over 15 years’ experience in finance and strategy - spanning across managerial, private equity, and fund of funds. Alvin was previously Director of Incubated Funds and Head of Investor Relations at OP Financial Investments Ltd, a Hong Kong listed Investment Company, where he was responsible for monitoring the company’s portfolio of public equity investments. Prior to joining OP, Alvin was previously working in private equity focused on distressed assets and property. Alvin received his Master’s degree in Business Administration from the Ivey School of Business (University of Western Ontario) in 2006. | |
| Nicholas Ferres Founding Partner & CIO Vantage Point Asset Management Nicholas is a founding partner and CIO of Singapore-based Vantage Point Asset Management. Previously, Nick was at Eastspring Investments, the Asian asset management business of Prudential, joining in September 2007. At the time of departure, he was Eastspring’s Head of Multi Asset Solutions, responsible for managing the global tactical asset allocation strategy for internal and external institutional and retail clients. Prior to joining Eastspring Investments, Nick worked for Goldman Sachs Asset Management as Investment Strategist and Portfolio Manager. He has more than 20 years of funds management and financial industry experience. Nick holds a BA (Hons) in Economic History and Politics from Monash University, Australia, a Graduate Diploma in Economics, and a Graduate Diploma in Applied Finance. | |
| Helen Fok Counsel Clifford Chance Helen Fok is a core member of Clifford Chance’s regulatory practice. She is a very experienced financial regulatory lawyer and has advised banks, financial institutions, exchanges, trading platforms, custodians, asset managers and private banks on all key topics under the Banking Ordinance and the Securities and Futures Ordinance. | |
| Misha Graboi CEO PAAMCO Asia Pacific Misha Graboi, JD, CFA, FRM is a Partner and Managing Director at PAAMCO. He is also the Chief Executive Officer of PAAMCO Asia and PAAMCO’s global Sector Specialist for convertible bond hedging. Misha has been based in Singapore since 2009, when he moved there to strengthen PAAMCO’s Asia team. Prior to PAAMCO, he was a founder and Director of Rigel Associates, a firm providing private financing and M&A advisory services to middle-market companies, primarily in technology. Before joining Rigel, Misha was an Executive Director at Goldman Sachs International in their Equity Research division. He began his career in finance at CIBC Oppenheimer, first as an investment banking analyst and then as an equity research associate. Misha holds an MBA from Harvard Business School, where he was a Baker scholar, and a Juris Doctor (magna cum laude) from Harvard Law School. He holds a Bachelor of Science in Finance and International Business (magna cum laude) from Georgetown University. | |
| Rawen Huang Founder & Portfolio Manager Petrel Capital Rawen founded Petrel Capital in 2015. Before founding Petrel Capital, Rawen worked for two Asia focused hedge funds in Hong Kong. At Oasis, he worked as an investment analyst and conducted deep-dive validation and accounting-focused research on listed Chinese companies. At Kilometre Capital, Rawen conducted fundamental, bottoms-up research across multiple sectors. He started his finance career as an investment banking analyst at Morgan Stanley’s headquarters in New York. Rawen graduated from Yale University with a Bachelor of Arts in Economics and International Studies, and received his Masters of Business Administration (MBA) from Harvard Business School. | |
| Kenji Iwamoto Director of Engagement GO Investment Partners Kenji is the JEF Director of Engagement, managing senior corporate relationships, and yet can view investments/corporate governance issues within the prism of US institutional investors. His Japan experience is mostly as an ex-investment banker at firms such as Mizuho Securities and the Industrial Bank of Japan. Kenji was also a Director at US-based Taiyo Pacific Partners, an indirect peer to the JEF within the Japan shareholder activism category. | |
| Richard Johnston Managing Director Albourne Partners (Asia) Richard joined Albourne in September 2004 to set up and head their Asian region providing both research on Asian based managers and consulting services to investors. Albourne Partners Limited is a leading UK based independent alternative investment advisory firm representing over 260 clients with an estimate of over $400bn allocated to alternatives. Albourne Partners Limited was established in 1994 and has 306 employees in 12 countries. Richard spent the previous eleven years with UBS AG in Hong Kong and Singapore, in various senior positions managing equity proprietary trading, convertible bonds and prime brokerage in the region. Prior to this, he was with Baring Securities in London and Tokyo, specialising in arbitrage trading and risk management. Richard graduated in Computer Science from Manchester University, UK in 1981 and was admitted as a member of The Institute of Chartered Accountants of England and Wales in 1984. | |
| Oliver Lee Investment Director | Asian Equities Old Mutual Global Investors HK Oliver joined Old Mutual Global Investors in September 2015 as Investment Director for the Asian equity desk and is based in Hong Kong. Prior to joining OMGI Oliver worked at Schroders Investment Management, where he helped build out the alternatives business. Prior to this he spent four years at Sloane Robinson, the Asian and emerging market equity long/short boutique. Oliver started his career at UBS in 2000, working in both the London and Zurich offices, and following this spent two years at Goldman Sachs. Oliver holds a BSc (Hons) in Business Administration from Cardiff University and is a CFA charterholder. | |
| Michael J. Liang CIO Foundation Asset Management [HK] Mr. Michael Liang, age 48, founded Foundation Asset Management in 2006 with two institutional partners. He has been the firm’s CIO from the start, and he is also in charge of the firm’s business and corporate activities. Under him, Foundation Asset Management AUM have reached about US$200 million as at 30 September 2016, building up a global client base. In the process, Mr. Liang transformed Foundation Asset Management from a start-up boutique firm into a full-fledged, mid-sized asset management firm. The firm’s flagship fund Foundation China Opportunity Fund received nomination by HFM Awards Asia for 3 consecutive years as “Best Greater China Fund” in 2013, 2014 and 2015, and also nominated by AsiaHedge Awards for 2 consecutive years as “Best China Fund” in 2013 and 2014. As one of the pioneers in creatively applying value investing to regional markets, he regularly presents at media and conferences, including CNN, Bloomberg TV, AsianInvestor and HK’s most popular financial journal Economic Digest and Ming Pao, sharing his view on the economy, markets, investment strategy and ideas. Prior to Foundation Asset Management, Mr. Liang’s career in finance started with Macquarie Bank in Australia in 1993 as an investment analyst, and then held various senior positions of major financial institutions responsible for securities broking and research. He has an MBA degree from Peking University, a degree in Economics from Renmin University of China and Wollongong University in Australia, and he is also a CFA.
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| Moderator: Colin Lunn CEO Veridate Financial Colin Lunn is a Co-Founder and CEO of Veridate Financial, Asia’s only fully-integrated, data-driven platform dedicated to servicing Private Wealth. Prior to co-founding Veridate, Colin was the Head of Fund Services for MUFG Fund Services (previously UBS Fund Services) in the Asia-Pacific, where he was responsible for growing the fund services business in Asia. Before joining UBS, Colin was head of business development Asia Pacific, fund services and global custody, at HSBC Securities Services from 2007 to 2011. Before HSBC’s acquisition of Bank of Bermuda in 2004, Colin held various positions at Bank of Bermuda and has also worked at State Street Bank & Trust Co. in Hong Kong. Colin has extensive experience of Asia having lived and worked in Hong Kong for the past 24 years. | |
| Moderator: Phillip M. Meyer General Counsel & COO Oasis Management Company Phillip serves as General Counsel, Chief Compliance Officer & Chief Operating Officer for Oasis Management, a global multi-strat investment manager founded in 2002. Phillip joined Oasis in 2007 and is based in Hong Kong. He is responsible for managing the full spectrum of the firm's legal and regulatory affairs and oversees all operations management for the firm. Prior to joining Oasis, Phillip was associated with Dechert LLP in New York. Phillip received a B.A. in English from The University of Texas at Austin, graduating with high honors, and he received a J.D. from Cornell Law School, where he was Note Editor for the Cornell International Law Journal. Phillip is a member of the New York State Bar, an Associate Member of the Hong Kong Law Society, a member of the Hong Kong Corporate Counsel Association, and a member of the American Bar Association. Phillip serves as co-chair of the AIMA Hong Kong Regulatory Committee, and also serves on the Sohn Hong Kong conference planning committee for the Karen Leung Foundation, a Hong Kong charity whose mission is to raise awareness and promote education, prevention, early detection, and treatment of women’s gynecological cancers. Phillip was named to The Legal 500’s inaugural “GC Powerlist: China & Hong Kong” in 2017. | |
| William Ma CIO Noah Holdings (Hong Kong) Wiiliam is the Chief Investment Officer of Noah Holdings (HK) and the Chief Investment Officer of Gopher Asset Management, the asset management arm of Noah with $20b AUM. Previously, William was CIO of Gottex Asia and co-founder of Penjing Asset Management. He was named 2015 Manager of the Year (Fund of Hedge Funds) by The Asset Triple A Fund Management Award and won over 15 awards including William is the independent judge of The Eurekahedge Asian Hedge Fund Awards (2017) and the QDLP Review Committee Member (Foreign Expert) for Shanghai Municipal Government Financial Services Office. William received his MBA in Finance from the University of San Francisco and his bachelor’s degree in Engineering from the University of Hong Kong. He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst charterholder. | |
| Moderator: Diana Olteanu-Verman Portfolio Manager & Trader Kokomo Asset Management After a Master’s in Mathematical Finance, with a combined degree from MIT& University of Amsterdam, Diana started her career in Amsterdam in 2000 with McKinsey Corporate Finance Practice and moved to London for 8 years as a corporate financier and a sell side equities analyst at Credit Suisse, BAML and Green Street Advisors. In 2010, she moved to Hong Kong and co founded an equities option trading platform that operated under the Green Investments umbrella. After a successful trade sale of Green Investments, she joined Kokomo Capital where she runs a global options strategy with a large allocation to China ADRs. Kokomo Capital Management is a quantitative asset manager set up in Sydney in 2007. It has additional offices in Hong Kong, Milan and New York and focuses on high frequency and other quantitative strategies. | |
| Brian Pohli CEO CQS (Asia) Brian established the CQS Hong Kong office in June of 2004 and presently manages the firm’s Hong Kong office and is responsible for daily management functions, including compliance and oversight for the operations of the firm. Prior to joining CQS in 2004, Brian worked at CSFB in Hong Kong on the Equity Finance desk, having previously worked for Sanwa Bank in London where he was a principal and market maker for the bank’s U.S. treasury and agency primary dealership. Before this, he worked for Discount Corporation of New York where he established and worked in the firm’s bond trading operations in Hong Kong. Brian holds a BA degree in Economics from Bates College, Maine. | |
| David Quah Co-Managing Director for Quantitative Investment Solutions Value Partners David is Co-Managing Director of Quantitative Investment Solutions of Value Partners. He leads the quantitative investment solutions team which is responsible for driving the firm’s exchange traded fund (“ETF”) business, big data application, as well as the development of quantitative products. David joined Value Partners in August 2017. Prior to that, he was most recently Head of ETF at Mirae Asset Global Investments (HK). Earlier, he spent almost 20 years at Hong Kong Exchanges and Clearing (“HKEX”), mainly responsible for ETF development, the Growth Enterprise Market and Callable Bull/Bear Contracts in various departments. He was Vice President of Market Infrastructure and Products, Cash Trading at HKEX. He also had worked briefly with the Hong Kong Securities and Futures Commission and the Chinese University of Hong Kong. David holds a MBA degree from the International University of Japan and a Bachelor’s degree in Economics from the University of Malaya in Malaysia. | |
| Brian Quartarolo CIO Rhicon Asia Macro Program Brian has managed "Asian Macro" portfolios since 1998 with a variety of institutions including Goldman Sachs, Deutsche Bank, National Australia Bank, Brevan Howard and Graham Capital and the Queensland Investment Corporation (QIC). In addition to his 25 years of experience in the Hedge Fund and Proprietary Trading area, Brian served as Head of Trading, Asia-Pacific for WestLB. While leading the region’s proprietary trading risk in both returns and quantity of risk, he managed a team of credit, fixed income and emerging market currency traders to profitable results in each asset class. Prior to becoming a full time proprietary trader and manager, Brian worked for Moore Capital Management as a Trader on the Asian trading desk from 1995 to 1999 and at Caxton Corporation from 1992 to 1995. Learning by working for such hedge fund luminaries as Bruce Kovner and Louis Bacon, he developed a solid trading methodology which he utilises and refines today. | |
| Anuj Sehgal Founder & Portfolio Manager Manas Capital Anuj is the founder and portfolio manager of Manas Capital. Manas Capital is the manager of Manas Asian Equities Value Fund which invests in publicly listed equities around Asia excluding Japan with a very fundamental bottom up long term value approach. The fund invests in good quality businesses run by good management and runs a concentrated portfolio and aims to capitalize on the underlying structural consumption opportunity in Asia ex Japan with a focus on Hong Kong/China, India and South East Asia. Prior to starting Manas Capital in 2012, Anuj had over 10 years of investing experience in Asia-ex Japan having worked at JPMorgan, North of South Capital, Nomura and Anand Rathi across investment banking, equity research/sales, public equities investing and investment risk analysis. Anuj is an Indian national and lives in Hong Kong. He has a bachelors degree in electrical engineering and an MBA. | |
| Theodore Shou CIO Skybound Capital (HK) Theodore joined the global asset manager Skybound Capital in 2011 and is now the Group’s chief investment officer. With a background in academia in China, Theodore started his finance career at HSBC, where he was mostly involved in manager selection and portfolio construction. He also had success in managing multi-asset portfolios for ultra-high net worth individual clients and family offices globally. In his investment career over a decade, Theodore worked in London, New York, Geneva and Hong Kong. | |
| Noah Silverman Founder & CEO Helios.ai Noah holds a PhD in statistics from UCLA, and has worked with data and technology for over 20 years. The focus of Noah’s work is on developing probabilistic models for complex and stochastic system. Noah’s specialties include: Artificial Intelligence, Machine Learning, Hierarchical Bayesian Models, classifiers, support vector machines, and textual analysis. He has authored several papers on mathematical modelling of complex data systems with innovative analysis methods. In addition, he has developed successful solutions for a large number of clients in Finance, Digital Advertising, Sports Betting, Crypto-currency, Education, Medical, and other industries. Prior to consulting, he conceptualised and founded several technology firms including webclipping.com and trademarktracker.com. Noah currently runs a consulting firm in Hong Kong, Helios.ai | |
| Dr. Changhwan Sung Head of Quantitative Investment Samsung Asset Management Chang joined Samsung Asset Management (HK) as Head of Quantitative Investment in June 2014, and currently is responsible for portfolio management, research oversight, and business development for quantitative investments, running Asia ex-Japan quant equity long/short strategies since October 2014. Prior to joining Samsung, he spent eight years at BlackRock/BGI as a portfolio manager in Scientific Active Equities group with a focus on Asian markets, based in Hong Kong (2010-2014) and San Francisco (2006-2010). He received a PhD in Management Science and Engineering and MS in Financial Mathematics from Stanford University and BS Summa cum laude from Seoul National University. He is also a CFA charterholder. | |
| Ambar Taneja Co-Founder & CIO Griffin Asset Management Ambar has extensive experience in Indian equities over the last 15 years as well as in international private banking since 2012 in Hong Kong. He has worked on Wall Street as an Investment Banker from 2004 till 2006 and also ran a boutique securities advisory company in India from 2007 till 2012. He has a vast knowledge of the Indian capital markets and access to a deep pool of corporate executives, asset managers and sector experts. Ambar has a Masters Degree in Public Administration from Columbia University in New York and a MBA from Management Development Institute, India. | |
| 0 | Moderator: Stephanie Taylor Head of Event Content HFMWeek |
| Markus Thielen Founder Jomon Investment Management Markus is the founder and Chief Investment Officer of Jomon Investment Management and is based in Hong Kong. He has primary responsibility for the Jomon portfolio and sits on Jomon’s Investment and Risk Committees. Prior to founding Jomon, Markus worked for Millennium Capital Partners in London, where he traded a Global Macro strategy, expressed through equity macro and commodities based on fundamental analysis. Before joining Millennium, Markus successfully managed a Global Macro Portfolio for JP Morgan’s Chief Investment Office for six years in Hong Kong. He started his career at Morgan Stanley’s Derivatives Trading Desk and also worked for their Quant Strategies Group in Hong Kong. Markus has a degree from French Grande École, ESCP in Paris. | |
| Qi Wang Founder & CEO MegaTrust Investment (HK) Qi Wang is the founder and CEO of MegaTrust Investment (HK). Prior to joining MegaTrust, Qi was the Head of China Equity Research at MSCI Inc. Before joining MSCI, Qi was the Chief Investment Officer at China Everbright, he founded the company’s asset management department with US$1 billion of AUM. Prior to CEL, Qi was an Investment Director and portfolio manager at hedge fund manager Elliott Advisors. Before joining Elliott, Qi was an equity research analyst for UBS AG in New York and Hong Kong. He co-founded the firm’s Global Tech Strategy Group, and was an author of the award-winning “The Weekly Global Tech Journey”, a think piece on global tech investing. 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. | |
| 0 | Moderator: Byron Wong Head of Robo-Advisory Yunfeng Financial Group Byron is the Financial Group, a HK-based FinTech firm whose majority shareholders include Jack Ma of Alibaba and David Yu of Yunfeng Capital. Byron also has over 10 years’ experience in the investment banking industry. Prior to joining the Group, Byron was an Executive Director of Goldman Sachs. His clients include some of the most influential institutions, entrepreneurial families and charitable organisations in Asia. Prior to his relocation to Asia, he was a Buy-Side Quantitative Strategist at Goldman Sachs in New York. He graduated First-Class Honors from the University of Edinburgh, majoring in Artificial Intelligence and Software Engineering. Byron is a Chartered Financial Analyst (CFA) holder. |
| Ronnie Wu CIO Penjing Asset Management (Asia) Ronnie is the Founder and Chief Investment Officer of Penjing Asset Management (Asia) Limited. He is responsible for investment oversight and overall business direction of Penjing. Ronnie has over 24 years of industry experience in asset management. Prior to Penjing, Ronnie co-founded of Vision Investment Management Ltd (“VIM”) in June 2000. As Head of Investment, he led a team of five professionals, comprising one deputy chief investment officer, one portfolio manager, two analysts and a risk manager. Ronnie joined VIM from UBS Global Asset Management in Hong Kong (“UBS”) as Associate Director in 1997, a key team member responsible for managing two market-neutral, multiple strategies fund of hedge funds. Prior to UBS, Ronnie spent four years at Chase Asset Management in New York, where he was in portfolio management, responsible for managing traditional balanced portfolios for high net worth private banking clients. Ronnie holds a BS degree in Finance from University of Portland, USA and a MBA in Finance from San Diego University, USA. Ronnie is a Chartered Financial Analyst | |
| 0 | George Yang CIO & Founding Partner Anatole Investment Management |
| Kevin Yuen Founder & CIO Zentrum Capital Advisors Kevin is the Founder and Chief Investment Officer of Zentrum Capital Advisors. Prior to the establishment of the Zentrum Asia Opportunity Fund in 2010, Kevin worked for more than 14 years in the financial industry in both Europe and Asia including senior capacities in Credit Suisse, BNP Paribas and Merrill Lynch. His experience spanned from equity research to equity derivatives structuring for corporate, institutional and retail clients. His unique experiences in both derivatives and fundamental research gave him insights to developing various innovative investment strategies for the Fund. Kevin received both Bachelor and Master of Arts degree in Mathematics from Cambridge University and is a CFA charterholder. | |
| Moderator: Edward Yum Managing Director AYASA Globo Financial Services Graduated from University of Illinois at Urbana-Champaign (USA), Edward concreted his expertise in the professional aspect of fund and trust through his career among banks and financial institutions; namely Bank of Montreal/Harris Bank, HSBC, Hang Seng Bank, Old Second National Bank, and Equity Trust, in both the United States and Hong Kong for almost 20 years altogether. Edward, who assisted clients for setting up funds and trust in a total amount of billions USD, sat on the Education Committee of HKVCA and was a key member of AIMA Hong Kong. Since 2008, Edward has been an instructor of FDIC USA also the certificate-awarding and qualifying program for CFP/SPB in the People’s Republic of China. Well-networked and profoundly-articulated, Edward is frequently invited to be the honorable speaker at conferences and seminars among major cities of Asia such as Dubai, Singapore, Hong Kong, Taipei, Shanghai, Shenzhen, Beijing, Tianjin, Chengdu, Guangzhou, etc. | |
