HUBBIS INVESTMENT FORUM - Singapore 2022

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Steve Brice is the Bank’s Chief Investment Officer and has over 25 years of financial markets experience in senior positions. He leads a team of more than 20 investment professionals and chairs the Bank’s Global Investment Committee, which is responsible for forming the cross-asset investment views for the Private Bank and Retail segments. His previous roles include Chief Economist (SE Asia), Head of Research (Middle East and South Asia) and Head of Global Markets (Southern Africa), all with Standard Chartered Bank. He started his career at I.D.E.A. Ltd, a financial consultancy in London, where he was Regional Head of FX (Europe) before joining SCB. He has a Masters from the University of Liverpool. Steve’s views are widely sought by both clients and the media. He regularly contributes articles to newspapers and magazines and frequently appears on TV and radio stations such as CNBC, Bloomberg, Channel News Asia and Dubai Eye. Steve is based in Singapore and, pre-pandemic, travelled frequently around Asia, Africa, Europe and the Middle East to share his views with both clients and the media. Steve is originally from the UK, but has lived in Asia, Africa and the Middle East for the past 24 years. Steve is an ardent sports fan focusing on cricket, rugby and Liverpool FC.

Vincent Magnenat, Limited Partner, is Chief Executive Officer of Lombard Odier in Asia. Vincent has spearheaded the growth and expansion of Lombard Odier’s private banking business since joining the firm in 2012, contributing heavily to raising its visibility and overseeing solid growth in assets under management. He was invited to be a Limited Partner of the Group in February 2018. He has also been a key architect of the firm’s strategy to serve clients directly from three offices in Asia and partner with some of the region’s major financial institutions to support their goals of becoming private banking leaders in their markets while leveraging over 200 years of international wealth management expertise of Lombard Odier. Prior to joining Lombard Odier, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region. Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore. He has worked and lived in Hong Kong and Singapore for 19 years.

Jatin has over 20 years’ experience within the capital and property markets. Previously working as an investment banker at UBS for 12 years, he was responsible for Portfolio Risk Management and optimising performance of bond portfolios. He started Shojin in 2009, having recognised that there was a huge opportunity to bring a broader market of investors into lucrative property deals which they would not otherwise have access to.

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

At CSOP Asset Management, Adrian oversees ETF investment solutions for Brokers, Wealth Managers, and Family Offices in Singapore. Adrian is also part of a team responsible for developing sales strategy and strategic partnerships with institutions in South East Asia. Prior to joining CSOP Asset Management, he worked for RHB Asset Management where he was a Business Development Manager for mass and affluent Investors, Wealth Managers, and Intermediaries. Before that, Adrian was working for Phillip Securities and CGS-CIMB Securities in various roles, including equity advisory sales and trading, Business and Product Development.

Terence Bong heads the GAM Investments Singapore office, responsible for busines development and client relationships in the South Asia region. He has over 20 years’ experience in the financial services industry and was formerly head of wholesale for South East Asia at Templeton Asset Management, where he was responsible for distribution to private banks, independent financial advisors, insurance companies and consumer banks across Singapore, Thailand and the Philippines. Prior to Templeton, he was head of intermediary business development for three years at Nikko Asset Management Asia and has also held roles at Schroder Investment Management, Aviva and Citibank Singapore. He holds a bachelor’s degree in business administration from the National University of Singapore and is a CFA charterholder.

Alice Tan is responsible for the high-net worth individuals segment, Maybank Private, and also the overall products and investment solutions. Alice Tan is responsible for the Maybank Private client segment with an AUM of at least US$1 million (or S$1.5million), and the segment is expanding rapidly under her leadership. Alice has 20 years of experience in asset management, portfolio management as well as investment consulting. She was last with Credit Suisse Asset Management, Singapore as Director, Deputy Head of Client Portfolio Managers, Asia. Alice covers specifically both Singapore and Hong Kong offices and works closely with private bankers to provide suitable investment solutions for clients. Prior to Credit Suisse Asset Management, Alice was with Coutts, Singapore for over 5 years as Head on Investment Consultants, South Asia, responsible for the full fledge of investment advisory role, including product development and enhancement. Before Coutts, Alice was with SG Asset Management, Singapore where she spent 3 years as VP, Marketing and Business Development covering the Southeast Asia region for both institutional and retail clients. Alice was also with the UOB Group/OUB Singapore for 7 years. In the 7 years, she took on several roles, starting out first as a Management trainee at Overseas Union Bank and subsequently heading the electronic banking unit in Business Development and then assuming the role of Business Development Manager at UOB Asset Management.

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

David Perez de Albeniz oversees Allfunds in Asia, following his prior assignments as Global Head Strategic Accounts and Regional Manager Middle East. He has built extensive knowledge of the mutual funds business, with a career that spans over 20 years doing Equity Trading, Fund Research, Institutional Advisory and Business Development for various firms. He holds a MSc in Mathematics by the Autonomous University of Madrid and an Executive MBA by INSEAD.

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Dr. Angelina Pramova is an experienced investment professional with a highly regarded expertise in the fund industry and investment banking. Her particular focus resides on the structuring, implementation and assessment of alternative investments for (multi-)family offices, UHNWI and institutional investors. She has a proven track record in designing, developing and implementing sub-advisory platform solutions and funds of mandates for banks, institutional investors and wealth managers. Dr. Pramova started her career as an economist and investment strategist with the oldest German private bank. She has a thorough asset management background and an outstanding academic track record with a PhD in macroeconomics. Dr. Pramova is a keynote speaker and contributor on topics like innovative investment vehicles and strategies. Furthermore, she is a guest lecturer at the University of Hohenheim. Dr. Pramova speaks German, English, Spanish and Bulgarian.

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™.

Ritesh is the Head of Investment Advisory at Syfe and has over 15 years of experience in the financial markets. Before Syfe, Ritesh was a Private Wealth Advisor at Goldman Sachs covering ultra-high net worth individuals, family offices, and corporates across the region. Ritesh started his career at Morgan Stanley, where he rose to become Vice President, Market Risk and developed portfolio risk & margin policies for key institutional and prime brokerage hedge fund clients. Ritesh holds an MBA from the prestigious University of Chicago Booth School of Business.

Tim Gibson is Co-Head of Global Property Equities and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2014. He has been with Henderson, based in Singapore, since 2011. Prior to joining Henderson, Tim was a European fund manager at AMP Capital Brookfield, where he was responsible for portfolio construction and execution of an indirect real estate fund. Before this, he worked as an analyst for Morgan Stanley on their European real estate investment team, in both London and Amsterdam, where he provided investment recommendations on property companies in the UK and Europe. Tim holds an MA (Hons) in economics from St Andrews University, Scotland and received the Robert Trent Jones Scholarship to the University of Western Ontario, Canada. He has 21 years of financial industry experience.

Wendy is responsible for covering the global internet sector in GAM’s Global Equity team. Wendy joined GAM from Welight Capital, a family office for one of the founding partners of Tencent, where she was an Investment Analyst also covering the global internet sector. Wendy is a technology enthusiast and brings strong experience from her five years as an Associate at Goldman Sachs, where she was focused on China online entertainment equity research. Wendy holds a bachelor’s degree in Economics and Law from the University of Peking in Beijing and a master’s degree in International Finance and International Relations from John Hopkins University. She is based in Hong Kong.

Over 25 years experience in the financial services industry as an Investment Strategist, Portfolio Manager, Chief Investment Officer (CIO) and Managing Director (MD) at various global and domestic firms. George has managed investments (direct and external multi-manager) across multiple asset classes (cash, fixed income, equities, property, PE/VC, alternatives), investment teams and funds management companies. Also, currently a part-time university lecturer in finance and an experienced MD of listed companies and Non-Executive Director (NED) of funds management firms and charities. Current roles include: Executive Director (ED) and Head of Research at K2 Asset Management; Director & Investment Committee Chair and Investment Advisor (CIO) at Salter Brothers Asset Management (SBAM, formerly MAP Capital); Investment Committee at Paua Wealth Management (Auckland, NZ); Investment Committee at Apostle Ethical Balanced Fund; Chairman of the Advisory Board, International Centre for Financial Services (ICFS) and part-time lecturer at The University of Adelaide Business School. Historical experience includes: CIO at SBAM (formerly MAP Capital); MD and CIO at Contango Asset Management; Executive Director (ED) and Head of Investment Strategy & Consulting at UBS; CIO and Head of Asset Management at Equity Trustees; Senior Investment Manager at HSBC Global Asset Management; Investment Strategist at Macquarie Group; Economist at Westpac, NSW Treasury and SBC (now UBS); Director Blues Foundation at The Carlton Football Club and Director at Women in Banking and Finance (WiBF). Education: Bachelor of Economics, Hon. Flinders University, Adelaide, South Australia. Portfolio Management Executive Certificate from the AGSM at the University of New South Wales (UNSW); Executive Certificate in Management & Leadership from Massachusetts Institute of Technology (MIT) Sloan School of Management; Investment Decisions & Behavioural Finance Program at Harvard University, Kennedy School of Government and the Securities & Derivatives Industry Association (SDIA) Accreditation (PS146).

As Head of PMRO and Chief Investment Officer, Jean Chia is responsible for CIO Views, Investment Strategy, FX, Equity & Fixed Income Research, Discretionary Portfolio Management (DPM) & Advisory Portfolio Management (APM) teams at Bank of Singapore. She has over 20 years of experience in Private Banking and Asset Management. She was previously responsible for equities and derivatives as Head, Equities Advisory & Sales at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services (IPS) at UBS Wealth Management, Singapore. Prior to UBS, she was a Vice President at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

Michael Blake is Chief Executive Wealth Management Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland. In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia. Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

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.

Vincent Magnenat, Limited Partner, is Chief Executive Officer of Lombard Odier in Asia. Vincent has spearheaded the growth and expansion of Lombard Odier’s private banking business since joining the firm in 2012, contributing heavily to raising its visibility and overseeing solid growth in assets under management. He was invited to be a Limited Partner of the Group in February 2018. He has also been a key architect of the firm’s strategy to serve clients directly from three offices in Asia and partner with some of the region’s major financial institutions to support their goals of becoming private banking leaders in their markets while leveraging over 200 years of international wealth management expertise of Lombard Odier. Prior to joining Lombard Odier, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region. Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore. He has worked and lived in Hong Kong and Singapore for 19 years.

Michael Blake is Chief Executive Wealth Management Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland. In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia. Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Wendy is responsible for covering the global internet sector in GAM’s Global Equity team. Wendy joined GAM from Welight Capital, a family office for one of the founding partners of Tencent, where she was an Investment Analyst also covering the global internet sector. Wendy is a technology enthusiast and brings strong experience from her five years as an Associate at Goldman Sachs, where she was focused on China online entertainment equity research. Wendy holds a bachelor’s degree in Economics and Law from the University of Peking in Beijing and a master’s degree in International Finance and International Relations from John Hopkins University. She is based in Hong Kong.

As Head of PMRO and Chief Investment Officer, Jean Chia is responsible for CIO Views, Investment Strategy, FX, Equity & Fixed Income Research, Discretionary Portfolio Management (DPM) & Advisory Portfolio Management (APM) teams at Bank of Singapore. She has over 20 years of experience in Private Banking and Asset Management. She was previously responsible for equities and derivatives as Head, Equities Advisory & Sales at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services (IPS) at UBS Wealth Management, Singapore. Prior to UBS, she was a Vice President at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK.

Alice Tan is responsible for the high-net worth individuals segment, Maybank Private, and also the overall products and investment solutions. Alice Tan is responsible for the Maybank Private client segment with an AUM of at least US$1 million (or S$1.5million), and the segment is expanding rapidly under her leadership. Alice has 20 years of experience in asset management, portfolio management as well as investment consulting. She was last with Credit Suisse Asset Management, Singapore as Director, Deputy Head of Client Portfolio Managers, Asia. Alice covers specifically both Singapore and Hong Kong offices and works closely with private bankers to provide suitable investment solutions for clients. Prior to Credit Suisse Asset Management, Alice was with Coutts, Singapore for over 5 years as Head on Investment Consultants, South Asia, responsible for the full fledge of investment advisory role, including product development and enhancement. Before Coutts, Alice was with SG Asset Management, Singapore where she spent 3 years as VP, Marketing and Business Development covering the Southeast Asia region for both institutional and retail clients. Alice was also with the UOB Group/OUB Singapore for 7 years. In the 7 years, she took on several roles, starting out first as a Management trainee at Overseas Union Bank and subsequently heading the electronic banking unit in Business Development and then assuming the role of Business Development Manager at UOB Asset Management.

Dr. Angelina Pramova is an experienced investment professional with a highly regarded expertise in the fund industry and investment banking. Her particular focus resides on the structuring, implementation and assessment of alternative investments for (multi-)family offices, UHNWI and institutional investors. She has a proven track record in designing, developing and implementing sub-advisory platform solutions and funds of mandates for banks, institutional investors and wealth managers. Dr. Pramova started her career as an economist and investment strategist with the oldest German private bank. She has a thorough asset management background and an outstanding academic track record with a PhD in macroeconomics. Dr. Pramova is a keynote speaker and contributor on topics like innovative investment vehicles and strategies. Furthermore, she is a guest lecturer at the University of Hohenheim. Dr. Pramova speaks German, English, Spanish and Bulgarian.

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

Over 25 years experience in the financial services industry as an Investment Strategist, Portfolio Manager, Chief Investment Officer (CIO) and Managing Director (MD) at various global and domestic firms. George has managed investments (direct and external multi-manager) across multiple asset classes (cash, fixed income, equities, property, PE/VC, alternatives), investment teams and funds management companies. Also, currently a part-time university lecturer in finance and an experienced MD of listed companies and Non-Executive Director (NED) of funds management firms and charities. Current roles include: Executive Director (ED) and Head of Research at K2 Asset Management; Director & Investment Committee Chair and Investment Advisor (CIO) at Salter Brothers Asset Management (SBAM, formerly MAP Capital); Investment Committee at Paua Wealth Management (Auckland, NZ); Investment Committee at Apostle Ethical Balanced Fund; Chairman of the Advisory Board, International Centre for Financial Services (ICFS) and part-time lecturer at The University of Adelaide Business School. Historical experience includes: CIO at SBAM (formerly MAP Capital); MD and CIO at Contango Asset Management; Executive Director (ED) and Head of Investment Strategy & Consulting at UBS; CIO and Head of Asset Management at Equity Trustees; Senior Investment Manager at HSBC Global Asset Management; Investment Strategist at Macquarie Group; Economist at Westpac, NSW Treasury and SBC (now UBS); Director Blues Foundation at The Carlton Football Club and Director at Women in Banking and Finance (WiBF). Education: Bachelor of Economics, Hon. Flinders University, Adelaide, South Australia. Portfolio Management Executive Certificate from the AGSM at the University of New South Wales (UNSW); Executive Certificate in Management & Leadership from Massachusetts Institute of Technology (MIT) Sloan School of Management; Investment Decisions & Behavioural Finance Program at Harvard University, Kennedy School of Government and the Securities & Derivatives Industry Association (SDIA) Accreditation (PS146).

Tim Gibson is Co-Head of Global Property Equities and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2014. He has been with Henderson, based in Singapore, since 2011. Prior to joining Henderson, Tim was a European fund manager at AMP Capital Brookfield, where he was responsible for portfolio construction and execution of an indirect real estate fund. Before this, he worked as an analyst for Morgan Stanley on their European real estate investment team, in both London and Amsterdam, where he provided investment recommendations on property companies in the UK and Europe. Tim holds an MA (Hons) in economics from St Andrews University, Scotland and received the Robert Trent Jones Scholarship to the University of Western Ontario, Canada. He has 21 years of financial industry experience.

At CSOP Asset Management, Adrian oversees ETF investment solutions for Brokers, Wealth Managers, and Family Offices in Singapore. Adrian is also part of a team responsible for developing sales strategy and strategic partnerships with institutions in South East Asia. Prior to joining CSOP Asset Management, he worked for RHB Asset Management where he was a Business Development Manager for mass and affluent Investors, Wealth Managers, and Intermediaries. Before that, Adrian was working for Phillip Securities and CGS-CIMB Securities in various roles, including equity advisory sales and trading, Business and Product Development.

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™.

Steve Brice is the Bank’s Chief Investment Officer and has over 25 years of financial markets experience in senior positions. He leads a team of more than 20 investment professionals and chairs the Bank’s Global Investment Committee, which is responsible for forming the cross-asset investment views for the Private Bank and Retail segments. His previous roles include Chief Economist (SE Asia), Head of Research (Middle East and South Asia) and Head of Global Markets (Southern Africa), all with Standard Chartered Bank. He started his career at I.D.E.A. Ltd, a financial consultancy in London, where he was Regional Head of FX (Europe) before joining SCB. He has a Masters from the University of Liverpool. Steve’s views are widely sought by both clients and the media. He regularly contributes articles to newspapers and magazines and frequently appears on TV and radio stations such as CNBC, Bloomberg, Channel News Asia and Dubai Eye. Steve is based in Singapore and, pre-pandemic, travelled frequently around Asia, Africa, Europe and the Middle East to share his views with both clients and the media. Steve is originally from the UK, but has lived in Asia, Africa and the Middle East for the past 24 years. Steve is an ardent sports fan focusing on cricket, rugby and Liverpool FC.

Ritesh is the Head of Investment Advisory at Syfe and has over 15 years of experience in the financial markets. Before Syfe, Ritesh was a Private Wealth Advisor at Goldman Sachs covering ultra-high net worth individuals, family offices, and corporates across the region. Ritesh started his career at Morgan Stanley, where he rose to become Vice President, Market Risk and developed portfolio risk & margin policies for key institutional and prime brokerage hedge fund clients. Ritesh holds an MBA from the prestigious University of Chicago Booth School of Business.

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Jatin has over 20 years’ experience within the capital and property markets. Previously working as an investment banker at UBS for 12 years, he was responsible for Portfolio Risk Management and optimising performance of bond portfolios. He started Shojin in 2009, having recognised that there was a huge opportunity to bring a broader market of investors into lucrative property deals which they would not otherwise have access to.

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

Terence Bong heads the GAM Investments Singapore office, responsible for busines development and client relationships in the South Asia region. He has over 20 years’ experience in the financial services industry and was formerly head of wholesale for South East Asia at Templeton Asset Management, where he was responsible for distribution to private banks, independent financial advisors, insurance companies and consumer banks across Singapore, Thailand and the Philippines. Prior to Templeton, he was head of intermediary business development for three years at Nikko Asset Management Asia and has also held roles at Schroder Investment Management, Aviva and Citibank Singapore. He holds a bachelor’s degree in business administration from the National University of Singapore and is a CFA charterholder.

David Perez de Albeniz oversees Allfunds in Asia, following his prior assignments as Global Head Strategic Accounts and Regional Manager Middle East. He has built extensive knowledge of the mutual funds business, with a career that spans over 20 years doing Equity Trading, Fund Research, Institutional Advisory and Business Development for various firms. He holds a MSc in Mathematics by the Autonomous University of Madrid and an Executive MBA by INSEAD.

At CSOP Asset Management, Adrian oversees ETF investment solutions for Brokers, Wealth Managers, and Family Offices in Singapore. Adrian is also part of a team responsible for developing sales strategy and strategic partnerships with institutions in South East Asia. Prior to joining CSOP Asset Management, he worked for RHB Asset Management where he was a Business Development Manager for mass and affluent Investors, Wealth Managers, and Intermediaries. Before that, Adrian was working for Phillip Securities and CGS-CIMB Securities in various roles, including equity advisory sales and trading, Business and Product Development.