DPM – How to elevate the offering and how do you get it right?

Nina Fan is an Investment Specialist, Multi-Asset and Investment Solutions at Abrdn in Hong Kong. Where she is responsible for the multi-asset business and product development in Asia Pacific. Nina joined Aberdeen Standard Investments in 2017 as a Graduate Business Analyst, in which she rotated among different functions such as investments, dealing, product, and business development and executed various projects. Nina earned her master degree in Applied Economics and Social Development at National Chengchi University and her bachelor degree in Statistics from National Taipei University.

Isaac has significant experience in the financial sector with a career spanning across central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong. Prior to joining Oreana, Isaac worked at Willis Towers Watson as the Head of Capital Markets Research in the Asia-Pacific. In this role he contributed to asset allocation decisions, macro-economic analysis and investment research across Asia and global markets. Isaac worked with institutions including major sovereign wealth funds, government agencies and pension funds. Isaac’s focus in this role was delivering asset allocation solutions to improve portfolio outcomes and returns. Other prior roles include Chief Economist at NSW Treasury Corporation, tasked with debt financing and investment management for the NSW Government, Manager of Economic Risk at Lloyds Banking Group, the largest retail bank in Britain, and graduate economist at the Reserve Bank of Australia . Isaac holds a PhD in Economics from the University of Sydney in NSW, Australia. Isaac’s PhD developed economic theory and quantitative methods to analyse optimal mechanisms in key financial markets in Australia including government bond auctions and the Australian housing market. Isaac has also studied at the University of Oxford in the UK and the University of Tasmania in Australia. Isaac is a Certified Investment Management Analyst® holder through the Investment and Wealth Institute™.

Jean-Louis Nakamura is Chief investment officer, Asia-Pacific, and head of Hong Kong office for Lombard Odier group. Jean-Louis joined Lombard Odier in March 2008 to head the executive board of the Paris office. In late 2008, he was transferred to Lombard Odier’s head office in Geneva to become Head of the Quantitative & Overlay Management Team. He was appointed Deputy Global CIO of LOIM in June 2012 and CIO, Asia Pacific in January 2014. Prior to joining Lombard Odier, Jean-Louis was CEO of the French Civil Service Pension Fund (ERAFP), having spent five years as CIO of the French Pensions Reserve Fund (FRR), where he was in charge of strategy, tactical allocation and the selection of managers for a portfolio valued at EUR34 billion. Previously, he was Head of International Forecasting and Macro Analysis at the Ministry of Economy & Finance, France from 2001-2003. He also served as a financial expert covering euro-related issues and the banking and insurance sectors for the European Council from 1999-2001. Jean-Louis began his career in 1995 as an economist, specialising in macroeconomics and the banking industry at the French Ministry of Finance. He graduated from France’s Ecole Nationale d’Administration in 1995 and from the Institut d’Etudes Politiques in 1991.

Grizelda has been with CA Indosuez for more than 10 years,   specializing in Fixed Income Advisory since 2007. She co-managed the Bel-Air Fixed Income Asia fund at inception in 2011, up till 2015, the year where she was appointed Head of Advisory for Asia. In 2017, Grizelda was made the Head of Asia DPM, based in Hong Kong. She holds a Civil Engineering degree from the National University of Singapore.

Jeffrey previously worked at BNP Paribas Wealth Management, UBS AG, Bank of Singapore, ANZ with senior roles in business risk management, business management, products, advisory, sales management and strategic planning. In BNP Paribas, Jeffrey demonstrated excellent leadership skills both in business acumen and ability to effectively develop and manage the global business risk management. From a regional business management perspective, he has also excelled in strategy thinking and develop global functional standards and operation framework. In UBS, Jeffrey was a director focused on all aspects of the business management within Investment Product and Services. He was nominated as the top business manager by absolute revenue amount the advisory services of UBS and was awarded with the CEO Asia Pacific Award in 2014 for the Best Partnership Awards of Banking Products APAC. He has also orchestrated and pioneer the development of platform solutions for Banking Products APAC. In Bank of Singapore, Jeffrey was instrumental to develop and cascading the Greater China’s strategy/mission statement and implement appropriate rewards and recognition and coaching to align personal, business and platform with company goals, including growth of asset under management and collaboration with OCBC. In Australia and New Zealand Banking Group, Jeffrey was involved in business management role in Commercial Banking for Hong Kong. He also spearheaded the collaboration with Trade Finance, Cash Management and Global Markets to proliferate the RMB products liberalization to realize the Bank’s Greater China Strategy.

Jeffrey previously worked at BNP Paribas Wealth Management, UBS AG, Bank of Singapore, ANZ with senior roles in business risk management, business management, products, advisory, sales management and strategic planning. In BNP Paribas, Jeffrey demonstrated excellent leadership skills both in business acumen and ability to effectively develop and manage the global business risk management. From a regional business management perspective, he has also excelled in strategy thinking and develop global functional standards and operation framework. In UBS, Jeffrey was a director focused on all aspects of the business management within Investment Product and Services. He was nominated as the top business manager by absolute revenue amount the advisory services of UBS and was awarded with the CEO Asia Pacific Award in 2014 for the Best Partnership Awards of Banking Products APAC. He has also orchestrated and pioneer the development of platform solutions for Banking Products APAC. In Bank of Singapore, Jeffrey was instrumental to develop and cascading the Greater China’s strategy/mission statement and implement appropriate rewards and recognition and coaching to align personal, business and platform with company goals, including growth of asset under management and collaboration with OCBC. In Australia and New Zealand Banking Group, Jeffrey was involved in business management role in Commercial Banking for Hong Kong. He also spearheaded the collaboration with Trade Finance, Cash Management and Global Markets to proliferate the RMB products liberalization to realize the Bank’s Greater China Strategy.

Harmen Overdijk is Chief Investment Officer of Leo Wealth, a Hong Kong based asset management firm focused on fee-based asset management. Leo Wealth was created from the strategic merger of two existing independent asset managers, where the partners have decades of Asian and International wealth management experience. The firm’s philosophy is based on Evidence Based Investing. A disciplined approach that gains its insights about the markets and returns from academic research, structures portfolios along the dimensions of expected returns and adds value by integrating research, portfolio structure, and implementation. This investment approach makes extensive use of low cost investment instruments. Harmen is an expert portfolio manager with 20 years of investment management experience. Prior to Leo Wealth he held senior management and CIO roles for several successful asset management practices at EFG Asset Management, Fortis Bank and MeesPierson. He is a Chartered Financial Analyst (CFA) holder and has an MSc in economics from Tilburg University, The Netherlands.

Isaac has significant experience in the financial sector with a career spanning across central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong. Prior to joining Oreana, Isaac worked at Willis Towers Watson as the Head of Capital Markets Research in the Asia-Pacific. In this role he contributed to asset allocation decisions, macro-economic analysis and investment research across Asia and global markets. Isaac worked with institutions including major sovereign wealth funds, government agencies and pension funds. Isaac’s focus in this role was delivering asset allocation solutions to improve portfolio outcomes and returns. Other prior roles include Chief Economist at NSW Treasury Corporation, tasked with debt financing and investment management for the NSW Government, Manager of Economic Risk at Lloyds Banking Group, the largest retail bank in Britain, and graduate economist at the Reserve Bank of Australia . Isaac holds a PhD in Economics from the University of Sydney in NSW, Australia. Isaac’s PhD developed economic theory and quantitative methods to analyse optimal mechanisms in key financial markets in Australia including government bond auctions and the Australian housing market. Isaac has also studied at the University of Oxford in the UK and the University of Tasmania in Australia. Isaac is a Certified Investment Management Analyst® holder through the Investment and Wealth Institute™.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.