Keynote Speakers |
|||
| Liu Mingkang BCT Distinguished Research Fellow, Institute of Global Economics and Finance Chinese University of Hong Kong and former Chairman China Banking Regulatory Commission Liu Mingkang served as the first Chairman of the China Banking Regulatory Commission (CBRC) between March 2003 and October 2011. He was a member of the 17th Central Committee of the Communist Party of China and a member of the Monetary Policy Committee of the People’s Bank of China. Before heading the CBRC, Mr Liu held various positions in banking institutions and government agencies, including, among others, Chairman and President of Bank of China (February 2000-March 2003), Chairman of China Everbright Group (July 1999-June 2000), Deputy Governor of the People’s Bank of China (March 1998-July 1999), Deputy Governor of China Development Bank (January 1994-March 1998), Deputy Governor of Fujian province and Secretary-General of the Fujian Provincial Government (January 1993-January 1994). Mr Liu is currently Deputy Director of the Committee for Economic Affairs of the National Committee of the Chinese People’s Political Consultative Conference. He is a Distinguished Research Fellow at the Chinese University of Hong Kong’s Institute of Global Economics and Finance, and honorary Dean of the Lingnan (University) College of Sun Yet-Sen University. He is also a Distinguished Fellow at the Fung Global Institute. Mr Liu sits on the International Advisory Boards of Peking University’s Guanghua Management School and Tsinghua University’s School of Economics and Management. He also serves as a senior fellow of the Hong Kong Institute of Bankers. In 2010, the CBRC and Mr Liu himself were jointly named Risk Manager of the Year by the Global Association of Risk Professionals. In 2012, he received a Lifetime Achievement Award from The Asian Banker magazine.Mr Liu has an MBA and honorary doctorate from City University, London. |
|||
| Thomas Barrack Founder, Chairman and CEO Colony Capital Thomas J. Barrack, Jr. is Founder, Chairman and Chief Executive Officer of Colony Capital, LLC, a private equity real estate company headquartered in Los Angeles, California. As Chairman, Mr Barrack has invested approximately $45 billion in assets around the globe. Today, he oversees a global organisation located in 11 cities and nine countries. Prior to the formation of Colony, Mr Barrack was a Principal with the Robert M. Bass Group, the principal investment vehicle of the Fort Worth, Texas investor Robert M. Bass. Mr Barrack also served in the Reagan administration as Deputy Undersecretary of the Department of the Interior. French President Nicolas Sarkozy awarded him France's Chevalier de la Légion d'honneur. Mr Barrack sits on a variety of public and private boards around the world, and is a Trustee at the University of Southern California. He received a BA from the University of Southern California and then a JD, after attending the University of Southern California Law School and the University of San Diego. In 2005, he was awarded an Honorary PhD in Jurisprudence from Pepperdine University. |
|||
|
Michael Pettis |
|||
| Lei Zhang Chairman and CEO Hillhouse Capital Management Lei Zhang is the Founder, Chairman and CEO of Hillhouse Capital Management Group Ltd. Hillhouse manages over US$11 billion for leading endowments, foundations, sovereign funds and family offices. Hillhouse takes a long-term fundamental research approach and invests in both public and private opportunities across the consumer, TMT and healthcare sectors. Mr Zhang has been on the board of several of Asia’s leading companies, including JD.com, China’s largest Internet retailer; Qunar, China’s largest online travel vertical; Blue Moon, a leading Chinese household personal care company; and Global Mediacom, Indonesia’s largest media/ TV/ Pay TV conglomerate. He is a Trustee of the Brookings Institution and a Governing Board Member of the China-United States Exchange Foundation, a non-profit organisation established to improve communications and enhance understanding between China and the US. Mr Zhang earned an MBA and an MA in International Relations from Yale University and a BA in Economics from Renmin University of China, where he is the Vice Chairman and Trustee of the Board. In addition, he serves on the University Council at Yale University and is the Chairman of Yale Asia Development Council. |
|||
| Jamie Weinstein Global Co-Head of Special Situations KKR Jamie M. Weinstein joined KKR in 2005 and is the Global Co-Head of Special Situations investing, which includes the firm’s global activities in public and private distressed and structured principal investments. He is also a member of KKR Asset Management (KAM)’s Portfolio Management Committee and the Real Estate Investment Committee. Previously, he was a portfolio manager with responsibility across KAM’s credit strategies. He also has extensive experience as a research analyst managing the financial services, healthcare and commercial real estate sectors. Prior to joining KKR, Mr Weinstein was with Tishman Speyer Properties as Director of Acquisitions for Northern California and Boston Consulting Group as a strategy consultant. He serves as a Trustee of the Contemporary Jewish Museum in San Francisco and is actively involved in the Jewish Community Federation of San Francisco on its Endowment Investment Committee and Capital Planning Committee. Mr Weinstein received a BSE degree cum laude in Civil Engineering and Operations Research from Princeton University and an MBA from Stanford University Graduate School of Business, where he was an Arjay Miller Scholar. |
|||
Opening Address |
|||
| K C Chan Secretary for Financial Services and the Treasury Hong Kong SAR Government Professor K C Chan, GBS, JP, was Dean of Business and Management at Hong Kong University of Science and Technology (HKUST) before he was appointed Secretary for Financial Services and the Treasury in July 2007. Prior to joining the HKUST Business School in 1993, Professor Chan had spent nine years teaching at Ohio State University in the US. Professor Chan received his Bachelor's degree in Economics from Wesleyan University in the US and his MBA and PhD in Finance from the University of Chicago. He specialised in asset pricing, evaluation of trading strategies and market efficiency and has published numerous articles on these topics. Before joining the Government, Professor Chan held a number of public service positions including Chairman of the Consumer Council, Director of the Hong Kong Futures Exchange, and Member of the Commission on Strategic Development, Commission on Poverty, the Exchange Fund Advisory Committee, the Hang Seng Index Advisory Committee, and the Hong Kong Council for Academic Accreditation. He was formerly President of the Asian Finance Association and President of Association of Asia Pacific Business Schools. |
|||
Speakers |
|||
|
Stewart Aldcroft Chief Executive Officer CitiTrust Stewart Aldcroft is Chief Executive Officer of CitiTrust Ltd in Asia Pacific. He is also Managing Director and Asia Pacific Senior Advisor for Citi’s Investor Services business within Citi Markets and Securities Services, a business unit of Citi’s Institutional Clients Group. In his role as CEO of CitiTrust, Mr Aldcroft is responsible for managing and developing the CitiTrust business in Hong Kong, and leads the team in developing new initiatives, and growing its client base and reach across Asia Pacific. CitiTrust is the provider of trustee services to a number of Mandatory Provident Fund constituent funds, Approved Pooled Investment Funds and SFC-authorised unit trusts in Hong Kong. As Senior Advisor for Investor Services, Mr Aldcroft helps the business develop new initiatives and grow its regional client base, and also advises clients outside Asia on accessing the region. He joined Citi in 2011 and brings with him a wealth of experience from previous senior business development and leadership roles in managing traditional mutual funds, hedge and alternative investment funds, structured products and exchange traded funds. He has been based in Hong Kong since 1985. He is a full member of the Hong Kong Securities Institute and has been a Type 9 Licensed Representative and Type 4 Responsible Officer under the Hong Kong Securities and Futures Commission. |
|||
| Mandy Chan Investment Director and Head of Chinese Equities HSBC Global Asset Management Mandy Chan oversees the Chinese investment team and strategy of HSBC Global Asset Management in Hong Kong. Ms Chan has more than 16 years of investment experience in managing Chinese equities and has been working in the asset management industry since 1997. Prior to joining HSBC in 2009, she was the Chief Investment Officer for Greater China equities at ABN AMRO Asset Management Ltd (ultimately acquired by BNP Paribas Group), where she managed a range of China funds and Hong Kong institutional portfolios. Before that, she worked as Senior Investment Analyst at Pacific Century Insurance Investment Management Ltd, responsible for equity investments in China, Taiwan and Korea for absolute return products. Ms Chan also spent three years in Canada managing investment portfolios for high net worth individuals at TD Asset Management Ltd. She was awarded the “2008 Hong Kong Equities Best in 5-Year Performance Award” from Asian Investor. Ms Chan graduated with a Bachelor of Commerce degree in Finance from the University of British Columbia in Canada, and is a CFA charterholder. |
|||
| Russell Chaplin Chief Investment Officer, Property Aberdeen Asset Management Russell Chaplin is the Chief Investment Officer for Aberdeen Asset Management's property team and a member of the division's executive board. He is responsible for the investment approach and process and its application throughout the property business, globally. Mr Chaplin has management responsibility for Aberdeen’s pooled property fund and segregated property mandate business and is also responsible for the research and strategy team. He sits on the Aberdeen group investment committee and the performance and investment risk committee. Mr Chaplin joined Aberdeen in 2010 from UBS Global Asset Management where he was Global Real Estate Strategist, responsible for delivering strategies and tactics related to global property investment. Previously, he worked for Henderson Global Investors as Head of European Property Research. Prior to that, he worked for Property Market Analysis as an Investment Analyst and lectured at the University of Cambridge on property investment. Mr Chaplin has a PhD and MPhil in Land Economy from the University of Cambridge and a BSc (Hons) in Estate Management from Heriot-Watt University, Edinburgh. He is a member of the Royal Institution of Chartered Surveyors (RICS). |
|||
| Ding Chen CEO CSOP Asset Management Ding Chen is Chief Executive Officer of CSOP Asset Management Ltd. She joined the company in 2010 as Chief Executive Officer and Chief Investment Officer, overseeing its overall business. Under her leadership, CSOP Asset Management has become the largest manager RMB Qualified Foreign Institutional Investor (RQFII) manager in terms of assets under management. Ms Ding was also Assistant Chief Executive Officer and Managing Director of China Southern Asset Management Co Ltd (CSAM) from 2003 to July 2013, establishing and managing CSAM’s Qualified Domestic Institutional Investor (QDII) business. She was also responsible for CSAM’s international strategic planning, fund product development and relationship management with various distribution channels and industry regulators. CSAM launched the first public QDII fund in China under her leadership. In 2013, Ms Ding was recognised CEO of the year in Asia, in Asia Asset Management’s Best of Best Awards. Ms Ding is Chairperson of the Chinese Asset Management Association of Hong Kong and Deputy Chairperson of the Chinese Securities Association of Hong Kong. She has been appointed by the Government of the Hong Kong Special Administrative Region as a Member of the Securities and Futures Appeals Tribunal. She is also a Member of the Financial Reporting Review Panel of the Financial Reporting Council, and of the Products Advisory Committee of the Securities and Futures Commission. |
|||
| Paul Khoury Senior Vice President and Head of Asset Manager Sector Solutions, Asia Pacific State Street Paul P. Khoury is a Senior Vice President and Head of Asset Manager Sector Sales for Asia-Pacific. He is also a director of State Street Australia Ltd. Previously, he was Chief Operating Officer, Global Services for State Street Australia and New Zealand. Mr Khoury has over 20 years’ experience in the investment management industry in the Asia-Pacific region. Since joining State Street in 2001, he has held a number of senior roles including in the areas of client relationship management, product development and business strategy. Prior to joining State Street, Mr Khoury gained his experience in a number of investment management firms and held senior roles in the areas of investment management, actuarial consulting, operations and investment analytics. His academic qualifications include Bachelor degrees in Science and Education, a Master’s degree in Applied Mathematics and Statistics from the University of Sydney, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia (FINSIA). He is currently a Senior Fellow of FINSIA. |
|||
| Marie-Anne Kong Partner, Asset Management Industry Group Leader PwC Marie-Anne Kong is a Partner in PwC Hong Kong’s Financial Services division and leads the firm’s Asset Management Industry practice in Hong Kong. She has over 20 years’ experience working in Hong Kong and the UK. In addition to providing audit services to the Asset Management industry, Ms Kong has extensive experience in advising asset management firms on operational effectiveness, best practices in areas of corporate governance and internal controls, funds start-ups, and regulatory and compliance work. She serves clients across the various sub-sectors of the Asset Management industry including hedge funds, private equity, real estate and traditional asset managers. She interacts frequently with relevant industry associations and regulators and is an active contributor to the asset management industry. Ms Kong is a Member of the Institute of Chartered Accountants in England and Wales, and a Practising Member of the Hong Kong Institute of Certified Public Accountants, and also sits on committees established by Hong Kong’s Securities and Futures Commission and Financial Services Development Committee. |
|||
| Alexa Lam Deputy CEO Securities and Futures Commission, Hong Kong Alexa Lam, JP is the Deputy Chief Executive Officer of Hong Kong’s Securities and Futures Commission (SFC), and SFC’s Executive Director, Investment Products, International & China. Her role covers the regulation of the Hong Kong retail investment products market, SFC’s policies on international engagements, and market development in Mainland |
|||
|
Deborah Orida |
|||
| Vishal Mahadevia Managing Director, Mumbai Warburg Pincus Vishal Mahadevia is Managing Director and Co-Head of Warburg Pincus India Private Limited, and focuses on the firm’s investment activities in India. Mr Mahadevia is also a member of the firm’s executive management group. Previously, he was with Greenbriar Equity Group, a fund focused on private equity investments in the transportation sector. Prior to that, Mr Mahadevia worked at Three Cities Research Inc, a New York-based private equity fund, and as a consultant with McKinsey & Company. He is a director of AU Financiers, Biba Apparels, Capital First, Continental Warehousing, Gangavaram Port, IMC Limited and QuEST Global Services. Mr Mahadevia received a BS in Economics with a concentration in finance and a BS in Electrical Engineering from the University of Pennsylvania. |
|||
| William Rosensweig Partner for Investor Services Brown Brothers Harriman William (Bill) E. Rosensweig is Partner and Head of Brown Brothers Harriman Hong Kong. He is responsible for delivering BBH's Investor Services proposition to its Asia-based clients that are serviced from Hong Kong. He is a Director of BBH's subsidiaries in Hong Kong and Japan, and oversees BBH's Beijing Representative Office. He is licensed as a Responsible Officer by the Hong Kong Securities and Futures Commission for dealing in and advising on securities and leveraged foreign exchange trading. Mr Rosensweig joined BBH in 2001. He has served as Product Manager for BBH Infomediary® in the US and BBH Private Account Services in the UK. Prior to joining BBH, Mr Rosensweig served as a senior manager in the Financial Services division of KPMG Consulting in New York. He has a BA degree from Hobart College in the US and an MBA, with a concentration in finance, from Boston College. |
|||
| Jeff Schutes Senior Partner, Investment Business Leader, Growth Markets Mercer Investments Jeffery J. Schutes is Mercer’s Investments Business Leader for Growth Markets for Asia, Middle East, Turkey, Africa and Latin America. Appointed to this role in June 2013, he is responsible for the growth and expansion of the global investments business in these fast growing economies. Formerly, Mr Schutes was the Global Leader of the Manager Research Business and also led Mercer’s Latin America Investments business. He also was responsible for leading Mercer Investments’ global growth strategy, ensuring Mercer maintained both a business and intellectual capital leading position, and provided a strategic direction to Mercer’s growth markets in Asia. In 2012, in the second iteration of aiCIO’s The Knowledge Brokers: Movers and Shakers Edition, Mr Schutes was recognised as one of the top five in aiCIO’s The World’s 25 Most Influential Investment Consultants. He continues to consult to a few larger, complex clients, advising them on investment policy and strategy, with a specialisation in Defined Benefit risk and corporate finance, the selection of investment managers, and the monitoring and evaluation of manager performance. As head of the US Investment Consulting Business, Mr Schutes was responsible for Mercer's acquisition of Evaluation Associates and Hammond Associates in 2011, establishing Mercer Investments as a leader for endowments, foundations and the private wealth and health care markets. Before joining Mercer in 1995, Mr Schutes was Chief Operating Officer of CMS Financial Services in Rockville, Maryland, and before that, Vice President and General Manager of CDA Investment Technologies, also in Rockville. He received his Bachelor of Science degree in Management and Finance from Purdue University’s Kranert School of Management, and has attended executive leadership courses at Columbia University. He also attended Daniel Webster College, where he received an Associate of Science degree in Aviation Management. |
|||
| Rashesh Shah Chairman and CEO Edelweiss Group Rashesh Shah is the Founder, Chairman and CEO of Edelweiss Group. He has spent more than 25 years in financial markets and the corporate sector. Mr Shah started Edelweiss in 1996; the firm has since grown into a diversified financial services group with 4,000 employees and businesses including Housing Finance, Asset Management, Insurance and Commodities. The group serves around 500,000 corporate, institutional and individual clients – urban and rural -- from 216 offices in 118 cities, including six international offices. Mr Shah is passionate about financial services and the role they can play in translating India’s vast savings into investments, thereby powering economic growth. He serves on the Boards of a number of companies and public institutions, and has received several awards, including Entrepreneur of the Year from the Bombay Management Association (2008-09) and a Special Award for Contribution to the Development of the Capital Markets in India, from Zee Business, India’s premier business channel. Under Mr Shah’s leadership, Edelweiss has also received numerous awards, including most recently Finance Asia’s Best Managed Mid Cap Company India 2013 and Best Managed Company India 2014, and Best Corporate Governance, India from Capital Finance International, UK. Mr Shah has an MBA from the Indian Institute of Management, Ahmedabad; a Diploma in International Trade from the Indian Institute of Foreign Trade, New Delhi; and a Bachelor's degree in Science from the University of Mumbai. |
|||
| Abhi Shroff Managing Director, Head of Asia Pacific excluding Japan Greenwich Associates Abhi Shroff is a Partner and Managing Director at Greenwich Associates, responsible for its Asia-Pacific (ex Japan) business. He leads the firm’s investment management research and advisory business in the region. Mr Shroff advises asset managers on a variety of topics including institutional and intermediary distribution, marketing and product development, and also helps them develop their market-entry strategy for Asia. Mr Shroff regularly meets with sovereign wealth funds and other institutional clients to understand their investment needs and to provide advice on portfolio topics, works with the firm’s financial markets clients to strengthen their fixed income and foreign exchange dealing business with investors and corporations, and advises the region’s leading dealers on their sales and trading coverage, distribution strategies, and product and platform demand. Prior to joining Greenwich Associates in 2007, Mr Shroff worked with UBS Investment Bank in London. He began his career with PricewaterhouseCoopers Consulting, delivering client solutions in the Australian and Asian retail banking and asset management sectors. He earned an MBA (graduating with Distinction) from the London Business School and has a Bachelor of Business from Australia. |
|||
| Konrad Sippel Executive Director and Head of Business Development STOXX Konrad Sippel is Executive Director and Head of Global Business Development at the global index provider STOXX Ltd. He is responsible for the development of innovative new index concepts across all asset classes, as well as the index business of the existing indices of STOXX Ltd, Deutsche Börse AG and SIX Swiss Exchange AG. Mr Sippel has spent well over 10 years in the index business, primarily in index development at Deutsche Börse and STOXX. During his career, he has been involved in the creation and design of thousands of indices and innovative index methodologies. Mr Sippel graduated in Mathematics from |
|||
| Mark Speciale Head of Distribution, Asia Pacific BNY Mellon Investment Management Mark Speciale is Head of Distribution for BNY Mellon Investment Management Asia Pacific. He is responsible for developing and managing the firm’s institutional sales strategy, client relationship management and consultant engagement. He is also responsible for strengthening existing and building new partnerships with institutional investors including sovereign wealth funds, pension funds, and insurance companies across the region. He is based in Singapore and is also part of the firm’s Asia Pacific Investment Management Executive Committee and the firm’s Asia Pacific Operating Committee. Prior to joining BNY Mellon, Mr Speciale was Senior Vice President, Head of Sales and Client Service, Asia Pacific ex Japan for Capital International. He began his career with Salomon Brothers and Merrill Lynch Capital Markets in New York before moving to Singapore in 1997 with Fischer Francis Trees & Watts to lead their business development efforts in Asia ex-Japan. |
|||
| Guy Strapp Chief Executive Eastspring Investments Guy Strapp is Chief Executive of Eastspring Investments, the asset management business of Prudential Corporation Asia, part of Prudential plc of the UK. He oversees the management of about US$105 billion of assets (as at 31 March 2014) on behalf of retail and institutional investors. He is a member of Eastspring Investments’ Executive Committee and sits on the Board of Prudential Corporation Asia. Mr Strapp joined Eastspring Investments (previously Prudential Asset Management) in 2007 and has held several senior positions including Chief Investment Officer where he played a key role in the expansion of the investment team’s capabilities to cover a broad range of asset classes. Previously, Mr Strapp held senior executive positions at JP Morgan Investment Management, Citigroup Asset Management and the BT Financial Group. His professional experience in Asia is extensive. Among other roles, he has served as the Chief Investment Officer of Samsung/JP Morgan ITMC in Korea and President of CitiTrust in Japan. He began his fund management career in Australia. Mr Strapp holds the Chartered Financial Analyst designation and is a member of the Sydney Society of Investment Professionals. He holds a Bachelor of Commerce degree from the University of Melbourne and a Diploma in Applied Finance and Investment from the Securities Institute of Australia. |
|||
| Denis Tse Head of Private Investments, Asia Lockheed Martin Investment Management Denis Tse is currently Head of Asia – Private Investments with Lockheed Martin Investment Management Company. He has 14 years of private equity direct and fund investment experience in Asia, having worked with J.H. Whitney, CDIB Capital, and HSBC Private Equity (Asia), where he became the first Kauffman Fellow from an Asian venture firm. Mr Tse is one of aiCIO’s “2014 Forty Under Forty”, and was named one of “Asia’s 25 most influential people in private equity” by Asian Investor in 2013. Mr Tse has an MBA from INSEAD and a BSc (Hons) from Northwestern University. |
|||
| Wan Wenjun Chief Investment Officer Zhongrong Life Insurance Larry Wenjun Wan is a Vice General Manager and the Chief Investment Officer at Zhongrong Life Insurance, one of the fastest–growing life insurers in China. Prior to Joining Zhongrong, Mr Wan worked for Citic-Prudential Life Insurance, KBC Goldstate, HSBC Jintrust and Orient Securities as head of investment and senior manager. Before returning to China in early 2003, he worked as an analyst with the Yankee Group, a Boston-based industry consulting firm. Mr Wan has a solid track record in the field of finance and investment and is an expert on China’s insurance and asset management sector. He is a CFA charterholder and a member of the Association of Investment Management and Research (AIMR). Mr Wan graduated from Peking University with a BA in Economics and also holds an MBA from Boston College in the US. |
|||
| Xiaofeng Zhong CEO, North Asia Amundi Hong Kong Xiaofeng Zhong joined Amundi Hong Kong Ltd in November 2011 as Deputy Chief Executive Officer, Sales and Marketing, and was appointed Chief Executive Officer, |
|||
Conference Co-Chairs |
|||
| Henny Sender Chief Correspondent, International Finance Financial Times Henny Sender joined the Financial Times in 2007. She was previously the Wall Street Journal's Senior Special Writer for the Money & Investing section and covered private equity and hedge funds. Before joining the Journal, Ms Sender worked in |
|||
| Chris Newlands Editor FTfm Chris Newlands is the Editor of the Financial Times’ fund management section FTfm. Before that, he was launch editor of the FT's fund management newswire Ignites |
|||
| Rita Raagas De Ramos Managing Editor Ignites Asia Rita Raagas De Ramos is the Managing Editor at Ignites Asia, a Financial Times publication for and about the asset management industry in |
|||
| Toby Garrod Editor MandateWire Asia Toby Garrod, Editor of MandateWire Asia at the Financial Times, has been working in business and finance journalism since 1997, writing across a number of international publications, including Asia Risk, FinanceAsia, Asia Asset Management, and The Asset, as well as contributing to market analysis output from the Economist Intelligence Unit. Before moving to Hong Kong in 2012, he lived in |
|||
| Jennifer Hughes Asia Financial Correspondent Financial Times Jennifer Hughes is the Financial Times’ Asia Financial Correspondent and has been based in Hong Kong since 2012. Before taking on her current role, she ran the Lex column in Asia, providing daily views on corporate developments and trends in markets across the region. Ms Hughes previously reported for the Financial Times in London and New York, covering currencies, capital markets, credit, derivatives, financial regulation accounting and bank finance. She has also written the FT’s Short View and Lombard columns. Ms Hughes has a BA in History from the University of Exeter, and an MSc in Business and Journalism from Columbia University. |
|||
