ETFs - Using them to embrace Thematic and ESG opportunities

At CSOP Asset Management, Mitchell is an ETF strategist providing ETF investment solutions to Private Banks and Family Offices in Hong Kong. Mitchell is also part of a team responsible for developing sales strategy and strategic partnerships with intermediaries in Hong Kong. Prior to joining CSOP Asset Management, he worked at various Private Banks, such as J. Safra Sarasin, Julius Baer and Edmond De Rothschild, advising External Asset Managers and Family Offices.

Dr Nick Xiao joined Hywin International in 2019 as CEO. Nick previously worked at Standard Chartered Private Banking, Credit Suisse Private Banking, Bank Julius Baer, building and managing various businesses in China, Taiwan, and the wider North Asia. Later, Nick was managing partner of a family office and advised leading families in Asia and Switzerland on their wealth and pursuits. Nick holds a PhD in Finance from Wuhan University in China and is a prolific academic. He published in 2004 one of the earliest books on China’s OTC derivatives market, and contributed award-winning papers to the official journals of People’s Bank of China and Chinese Academy of Social Sciences. Nick is widely consulted for his views on private banking in Asia and his insight on China, through speeches at events and interviews with international and Chinese media.

Claire Cheng is the Thematic Investment Strategist in the APAC ETF and Index Investments business of BlackRock. She provides expertise on megatrends and thematic ETFs and delivers trade ideas across asset classes to clients. Prior to her current role, Claire was in the Corporate Strategy and Development team of BlackRock where she worked with the regional leadership team to define firm-wide strategic priorities and support the execution of such. Claire joined BlackRock from Goldman Sachs where she was an Equity Research Analyst focused on the Hong Kong real estate sector. She covered more than 20 Hong Kong listed real estate companies and published reports and investment ideas on the property market. Claire holds a Bachelor's degree in Commerce with a double major in Finance and Management from the University of Melbourne.

Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region. Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.

Paul Gambles is Co-founder of MBMG Group and Managing Director of MBMG Investment Advisory. He has completed CFA Level 1 and he is licensed by the SEC as both a Securities Fundamental Investment Analyst and an Investment Planner. He is a member of Advisory Board of IDEA Economics and is well-known as an expert commentator appearing most days on Money Channel’s 10 o'clock news, as well as making monthly appearances as a guest host on CNBC’s Squawk Box Asia, Squawk Box Europe and frequent appearances on National Public Radio, Bloomberg TV, Nation TV, CCTV and others. Paul has been a regular contributor of exclusive opinion editorials to The Nation since 2009 and also a regular contributor to professional magazines.

Paul’s MBMG Updates can be found at http://www.mbmg-investment.com/in-the-media/ and he can be contacted at [email protected]

Claire Cheng is the Thematic Investment Strategist in the APAC ETF and Index Investments business of BlackRock. She provides expertise on megatrends and thematic ETFs and delivers trade ideas across asset classes to clients. Prior to her current role, Claire was in the Corporate Strategy and Development team of BlackRock where she worked with the regional leadership team to define firm-wide strategic priorities and support the execution of such. Claire joined BlackRock from Goldman Sachs where she was an Equity Research Analyst focused on the Hong Kong real estate sector. She covered more than 20 Hong Kong listed real estate companies and published reports and investment ideas on the property market. Claire holds a Bachelor's degree in Commerce with a double major in Finance and Management from the University of Melbourne.

Dr Nick Xiao joined Hywin International in 2019 as CEO. Nick previously worked at Standard Chartered Private Banking, Credit Suisse Private Banking, Bank Julius Baer, building and managing various businesses in China, Taiwan, and the wider North Asia. Later, Nick was managing partner of a family office and advised leading families in Asia and Switzerland on their wealth and pursuits. Nick holds a PhD in Finance from Wuhan University in China and is a prolific academic. He published in 2004 one of the earliest books on China’s OTC derivatives market, and contributed award-winning papers to the official journals of People’s Bank of China and Chinese Academy of Social Sciences. Nick is widely consulted for his views on private banking in Asia and his insight on China, through speeches at events and interviews with international and Chinese media.

Paul Gambles is Co-founder of MBMG Group and Managing Director of MBMG Investment Advisory. He has completed CFA Level 1 and he is licensed by the SEC as both a Securities Fundamental Investment Analyst and an Investment Planner. He is a member of Advisory Board of IDEA Economics and is well-known as an expert commentator appearing most days on Money Channel’s 10 o'clock news, as well as making monthly appearances as a guest host on CNBC’s Squawk Box Asia, Squawk Box Europe and frequent appearances on National Public Radio, Bloomberg TV, Nation TV, CCTV and others. Paul has been a regular contributor of exclusive opinion editorials to The Nation since 2009 and also a regular contributor to professional magazines.

Paul’s MBMG Updates can be found at http://www.mbmg-investment.com/in-the-media/ and he can be contacted at [email protected]

Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region. Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.

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.