Investment Solutions Forum 2016

Andreas Vogelsanger is the CEO and Founder of the AFC Vietnam Fund, which invests in Vietnamese listed equities to capture value in growth companies; especially in the small to medium size company segment. He is also one of the Founders of Zapevo Limited, a price comparison platform for luxury goods, empowering customers with an AI driven valuation tool. Prior to launching the AFC Vietnam Fund and establishing Zapevo Limited, Andreas was a Founding Partner and Chairman of a small corporate finance boutique in Bangkok and he worked for top-level investment banks, hedge funds and private banks in Zurich, Geneva, London, Hong Kong and Singapore. He is passionate in finding the best value solutions for clients in tailoring an optimal investment proposition. Andreas was awarded an AMP diploma from Wharton Business School, University of Pennsylvania and he also holds CEFA (Certified European Financial Analyst and Portfolio Manager) and FRM (Financial Risk Manager) diplomas.

Anthony J. Harper “A.J.” is Chief Executive Officer and Co-Founder of Axial Partners. Axial provides access to managed accounts, integrating expertise from some of the world’s leading asset managers. Axial enables wealth managers to build and manage accounts separately for investors, from a global range of third-party investment strategies and multi-asset portfolios. With strategic backing and investments from industry leaders in asset management, investment research and venture capital, Axial offers a differentiated and flexible platform to create a first-of-its-kind managed accounts experience in Asia. Managed Account Partners Limited trades as Axial Partners.

Marco Kermaidic has been the Head of Investment Counselling for BNP Paribas Wealth Management in Hong Kong since 2013.  He has over 20 years experience in finance. After a start as a corporate finance analyst, he moved on to FX, fixed income and derivatives for a number of years. Marco moved to Private Banking in 2002, setting up advisory desks  for Societe Generale, in Greece and then in Dubai. He built up considerable experience servicing Middle Eastern but also NRI and International clients, both as Head of Products for the MENA market, and then as Commercial Head for the Middle East sites of BNP Paribas Wealth Management .  Marco Kermaidic is an Economics graduate from the University on Kent at Canterbury, and holds a MSc in Shippping, Trade and Finance from Cass Business School, City University.

Christian leads iShares distribution for Wealth, Retail and Asset Managers across Asia ex Japan and is based in Hong Kong. He moved from BlackRock Zurich in 2014 where he led the institutional iShares distribution team covering pensions, insurance and asset managers.

Prior to BlackRock, Christian spent 4 years at JPMorgan Investment Bank as a cross asset derivatives marketer covering Swiss institutional clients out of London. Christian started his career at UBS Investment Bank in the Graduate Program at the Fixed Income department selling interest rate derivatives and structured credit.

Christian obtained a bachelor and masters degree from the University of St. Gallen (HSG) in Switzerland and spent a semester at the Marshall MBA school at USC, Los Angeles.

Sally Kwok is a member of the iShares ETF Specialist team in Hong Kong. In this role, Sally is responsible for driving ETF sales and client education for Private Banks and Asset Managers in Asia ex Japan. Before joining BlackRock in 2013, Sally was part of the internship and graduate programs at Morgan Stanley and Citibank.

Sally earned a Bachelor of Science degree in Economics from The Wharton School, University of Pennsylvania in 2012 and spent one year studying abroad at Peking University.

Robert Reid, Director, is Chief Operating Officer and Head of Strategy for the APAC iShares business. He is a member of the iShares APAC Executive Committee. 

Prior to joining BlackRock in May 2014, Robert held the position of CEO for a private family office based in Hong Kong. Prior to that, he was a Managing Director at CLSA in Hong Kong, serving the firm for 10 years in a number of roles including as Country Head for Australia (responsible for setting up CLSA's Australian business), Head of Strategic Development and also Head of Mergers & Acquisitions. He previously worked at McKinsey & Co. in the corporate finance & strategy practice, having originally qualified and practised as a corporate finance solicitor for 7 years at Linklaters in London and Hong Kong, advising clients on IPOs, cross-border M&A and takeovers. 

Robert earned a joint BA (Hons) degree in Law & Sociology, graduating from the University of Warwick, UK in 1990.

Steven Moeller is head of Multi-Asset APAC Platform Strategy for Asia Pacific based in Hong Kong. Steven has over 28 years of global investment experience and has held a variety of roles in product management, product development and portfolio management. Prior to joining BlackRock in March 2016, Steven was with Franklin Templeton since 1999, working in New York, California and Hong Kong. He was most recently head of multi-asset solutions for Asia, where he successfully managed and developed global and locally-managed multi-asset portfolios across the region. He was previously instrumental in building out the firm’s global multi-asset capabilities and its global institutional platform. 

Prior to Franklin Templeton, Steven held positions at Fiduciary Trust, PIMCO Advisors (Columbus Circle Investors), Bankers Trust, and Wilshire Associates. 

A CFA charterholder, Steven earned a BS degree in economics and subsequently an MBA degree in finance and investments from the University of Wisconsin – Madison.

Kevin Liem is the Chief Investment Officer for CBH Asia Wealth Management, a prominent wealth manager in Hong Kong since 1993 and a wholly owned subsidiary of CBH Compagnie Bancaire Helvétique SA, a traditional private banking group in Switzerland. CBH Asia is an investor with multi-asset strategies and a specialist in manger selections. Prior to his current role, Kevin was a senior analyst for an Asia Pacific focused opportunistic investment fund and began his career as an investment banker with UBS Investment Bank. He is currently a member of the investment committee for the Hong Kong Baptist University endowment funds, a member of the outreach committee of Hong Kong Securities and Investment Institute (HKSI), and an independent non-executive director for HNA Holding Group Co. Limited (521.HK). 

In addition, Kevin is a pro bono researcher for HKGolden50, a non-political, non-profit, independent research organization that publishes research reports to encourage awareness, discussion, research and ownership of the immediate issues that challenge Hong Kong.

Kevin is a CFA charter holder and a Certified Public Accountant. He graduated with a Master of Taxation degree from the University of Waterloo and a Bachelor of Commerce (Honours) degree from the University of Toronto.

Ken Peng is the Investment Strategist for the Asia Pacific region at Citi Private Bank. Based in Hong Kong, he is responsible for formulating investment views and strategies for Asian markets across asset classes. He is a member of CPB’s Global Investment Committee, contributing to the Bank’s asset allocation decisions.

Mr. Peng has 16 years of experience in investment research in the US and Asia. He joins CPB from BNP Paribas, where he was Senior China Economist. Prior to that, he had worked for Citi Investment Research for 11 years. Based in Beijing and Shanghai, he covered China macro investment themes and Asia regional economics. He has also covered the United States economy and markets for Citi Investment Research in New York.

Citi Private Bank’s Strategy team is made up of local strategists based in Asia, EMEA, and the Americas, and is led by the Global Chief Strategist. The team provides insights into key economic, political and market developments, evaluates the risks and opportunities to help form our tactical investment allocation.

Peng was born in Beijing and grew up in the US. He received a BA from Boston College and an MBA from New York University’s Stern Business School.

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Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Michael Levin is a Managing Director of Credit Suisse in the International Wealth Management division, based in Hong Kong. He is the Head of Asset Management Asia Pacific. Michael is responsible for developing and directing regional Asset Management strategy, including distribution, product and partnerships. He also works closely with institutions and the Private Bank in delivering Asset Management investment solutions. Prior to joining Credit Suisse in August 2011, Michael was the CEO of AsiaCrest Capital, a Hong Kong-based fund of hedge funds. Previously, he served as a portfolio manager at both Hite Capital and Man Group. Michael was also the co-founder of Metropolitan Venture Partners. He brings over 20 years of experience in Alternatives across both liquid and illiquid investments. Michael earned his Bachelor of Science in Economics, Magna Cum Laude, from The Wharton School at the University of Pennsylvania.

Rohit Jaisingh heads the Equity Investment Products team for the Private Bank and Consumer Banking business segments of DBS Bank in Singapore. He is also responsible for the infrastructural support in DBS Bank underpinning the advice and solutions relating to the asset class.

Lavanya Chari is a Managing Director at Deutsche Bank and runs Global Products and Solutions for Wealth Management in APAC. Her responsibilities span across Capital Markets, Funds Solutions and Wealth Planning. 

Prior to that, she was part of Global Markets in Deutsche Bank and was responsible for Structured Investor Solutions and Asset Structuring for Asia.Her team was responsible for providing solutions across Fixed Income and Equities to various clients including insurance companies, sovereign wealth funds pension funds, asset managers, private banks and retail distributors. From 2009 to 2011, Lavanya was responsible for the Commodities Asset Structuring business globally. Prior to that, she ran the Rates Structuring business for institutional and private banking clients in Europe. Lavanya spent 9 years of her career in Deutsche Bank in London and moved to Singapore in the middle of 2011.

Lavanya did her Bachelor‘s degree in Aerospace Engineering at the Indian Institute of Technology in Madras and completed her MBA at the Indian Institute of Management in Bangalore.

Mr. Jaye Chiu serves as Senior Managing Director, Head of Investment at EFG Bank AG based in Hong Kong.

Jaye has the executive responsibilities for the full suite of investment solutions provided to client relationship officers and clients in EFG Bank, encompassing discretionary & advisory solutions, mutual funds, alternatives, equities, bonds, FX, mandates and structured products. Additionally, he also oversees securities trading and execution, product due diligence and product shelf management for the Bank. In his role, Jaye leads the Investment Department that consists of investment counsellors with North Asia coverage; product specialists, due diligence specialists and security traders with Asia regional coverage.

Previously, Jaye was Senior Portfolio Manager and Head of Profiled & Fund Mandates, Asia for BNP Paribas Wealth Management. He and his team were responsible for the management and marketing of multi-asset class investment portfolios in Hong Kong and Singapore. Before joining BNP Paribas, he was a discretionary portfolio manager in HSBC Private Bank. Jaye started his professional career with UBS Wealth Management, first as a portfolio manager and subsequently as an investment consultant.

Jaye graduated with honors from Tepper School of Business at Carnegie Mellon University in Pennsylvania, US.

Ian is a Director in EY's Advisory team in Hong Kong focused on focused on providing advisory services to his clients within the Wealth and Asset Management Industry. Ian joined EY in Hong Kong in 2014 from the Securities and Futures Commission where he was dedicated to the oversight of the investments and funds industry and responsible for the authorization and monitoring of investment products and their key operators in Hong Kong.

He has worked with local and global fund managers across Asia on their operating models and regulatory driven initiatives. His clients include large fund managers, private banks, industry funds and pension providers. Prior to his time in Hong Kong, Ian held several positions at global Wealth and Asset Management companies in the UK.

Ian holds an MA in Law from the University of Cambridge.

Boon Peng Ooi joined Eastspring Investments, the Asian asset management business of Prudential plc, as Chief Investment Officer, Fixed Income, in July 2007.
 
He is responsible for overseeing the management of the firm’s fixed income strategies. He is also the lead Portfolio Manager for Eastspring’s Global Bond, Hong Kong and Japan bond portfolios. 
 
Prior to joining Eastspring Investments, Boon Peng was Chief Investment Officer and Executive Director at UOB Asset Management, Alternative Investments, where he was responsible for the business and investment management of CDOs and credit assets. Prior to joining UOB AM, he was Head of Fixed Income at Fullerton Fund Management Company.  There, he oversaw the management of fixed income investments in developed and emerging bond markets. Boon Peng also spent 15 years of his career with the Monetary Authority of Singapore (MAS) where he worked in various areas of the Reserves Management Department, including seven years managing funds out of the MAS New York Office. 
 
Boon Peng has 29 years of investment experience. In 2014, Boon Peng was conferred the title of “IBF Fellow” by the Institute of Banking and Finance of Singapore. This honour is aimed at recognising industry veterans who have demonstrated mastery of a profession and exemplify thought leadership and commitment to industry development. He was also named CIO of the Year in Asia Asset Management’s Best of the Best Regional Awards 2015.
  
Boon Peng holds a Bachelor of Science (Building) degree from National University of Singapore and is a CFA charterholder.

Stephen Kam is a Senior Product Specialist for Asian equities and is responsible for HSBC Global Asset Management's regional and single country equity capabilities in Asia. Stephen has returned to this role, having worked as a Product Specialist for HSBC Global Asset Management from 2004-2007. Stephen has extensive experience in the Asian financial markets, starting his career as a research analyst with Merrill Lynch in 1997. Thereafter, Stephen moved into equity sales, working with a number of different organizations including Merrill Lynch, CLSA and most recently, Standard Chartered.

He holds a Bachelor of Business Administration from the University of British Columbia (Canada) and is a Canadian Chartered Accountant.

Belle has been with Hang Seng Bank as Head of Investment Advisory and Executive Director of Hang Seng Investment Services since 2011. She is currently leading both investment product specialist team and client portfolio advisory team to serve the Bank's high net worth clients as well as corporate clients. Prior to joining Hang Seng, she had accumulated years of experience in global markets and Hong Kong equities, as a research analyst and equity strategist for various financial institutions. Belle holds an MBA degree from William E. Simon Graduate School of Business, University of Rochester.

Appointed Head of Structured Products, Asia, on October 2015, Ni Yan is responsible for the development and expansion of the bank’s multi-asset structured products platform, as well as the strengthening of its execution capabilities. She leads a team of 6 structured product specialists across Singapore and Hong Kong, in the design, marketing, sales and trading of structured products across multi-asset classes (equities, interest rates, credit, currencies, commodities and funds). These span bespoke and over-the-counter structures. Ni Yan, whose career with the Credit Agricole Group spans a decade, brings in-depth knowledge and experience in structured products. Ni Yan joined the bank in January 2007 as an investment advisor and structural product specialist. In the past 11 years, she held various advisory roles for UHNWI & HNWI clients in Europe, Asia, the Middle East, Russia and Latin America, and was also fund manager for two structured funds. Ni Yan holds a Master’s degree in Economics and Finance.  Ni Yan holds a Master’s degree in Economics and Finance, speaks Mandarin, French and English.
 

Lemuel is the Head of Third Party Distribution Asia Pacific, in Equity Derivatives Group. He has held a range of sale management roles within JPMorgan the past 7 years

Lemuel joined J.P. Morgan from Bear Stearns in 2008 where he was responsible for derivative distribution to Private Banks from 2005-2008. Lemuel has had extensive experience in derivatives where he was responsible for developing the equity derivatives business in Asia Ex-Japan and working across varies location in Hong Kong, Japan, London and New York.

Prior to this, Lemuel was a senior a marketer at Bank of America Merrill Lynch on cross asset strategic solutions to Institutional clients in Asia Pacific

Lemuel holds a Master in Commerce and Master of International Business at University of Sydney, and also a Bachelors of Commerce and Bachelors of Laws at University of New South Wales.

Anthony Siau is the founding partner of Kairos Capital Partners Pte Ltd (“KCP”), providing investment and strategy consultancy to financial institutions, families and high net worth individuals. Prior to founding KCP in March 2016, Mr Siau was the Chief Executive Officer of RHB Asset Management Pte Ltd (“RHBAM”) and the Regional Head of Group Strategy and Institutional Business for RHB Group Asset Management (“RHBGAM”) based in Singapore, part of RHB Banking Group from Malaysia. Mr Siau has more than 17 years of regional experience primarily in private equity, mutual fund and asset management, specializing in the areas of corporate strategy, business development, product development, retail and institutional sales, covering both the conventional and Islamic markets. Anthony holds a MBA (Finance) and a Bachelor of Science in Business Administration (Computer Information System) from the USA, as well as being licensed by both the Monetary Authority of Singapore and Securities Commission of Malaysia.

Stewart Aldcroft has been in Hong Kong since 1985. He has had extensive experience in the asset management business, working for traditional fund houses such as Schroders, HSBC, Franklin Templeton, Standard Chartered Bank, and Investec - and in the Alternatives and Hedge Fund area for Noble Investments and Horizon21.

In August 2011, Stewart was appointed as Senior Advisor for Citi's Investor Services business - to assist the business to develop new initiatives and grow its client-base and reach across the Asia Pacific region. This involves advising mainly those companies wishing to set up in Asia, and those in Asia wanting to set up in Europe or America.

He joined Citi from Enhanced Investment Products (EIP), where he was head of business development for beta products since May 2010. Stewart has also been on the Committee of the Hong Kong Investment Funds Association and held various other similar positions within the industry in Asia.

Stewart is one of the Asian fund industry’s best known marketers and commentators. He is a frequent participant at fund industry conferences and has been a frequent contributor to print media, TV and radio internationally.

Jessica is a Founding Partner, Responsible Officer and Compliance Officer of The Capital Company Hong Kong Limited, an independent asset management firm formed in the beginning of 2017. Prior to her time at The Capital Company, Jessica co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance for the firm until the end of 2016. She and her team built a substantial asset management and financial planning practice during their time at EXS, which is part of the core of their new joint venture The Capital Company. Jessica is an expert in many areas including tax, financial, and estate planning and she specializes in serving Americans living in Asia. She and her team provide fee-based comprehensive wealth management and planning services to U.S. citizens in Asia and to persons with U.S. related planning needs. Over the last fifteen years, Jessica has built a comprehensive wealth management practice from the ground up and established an active presence across Asia-Pacific. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. She continues to be licensed in the U.S. today as a Registered Investment Advisor, insurance professional, and Trust and Estate Practitioner, and serves clients in the U.S. and across Asia Pacific. While in Tokyo she completed her MBA at Temple University Japan. She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities. Jessica lives in Hong Kong with her husband and two children. She is active in the American Chambers of Commerce in Hong Kong, the American Women’s Association, and supports a variety of nonprofit organizations around the region. Jessica is currently active in the Girl Scouts as an adult volunteer and an avid runner and cyclist with the Hong Kong Tritons.

Frank Troise is one of Southeast Asia’s leading voices and practitioners on FinTech. In 2016 he was honored to be included as one of Asia’s FinTech 100. He is a pioneer in virtual advice, portfolio replication, and free trading and has worked with some of the region’s largest family offices and institutions as they digitize their offering. He is an active strategic advisor and investor to many FinTech companies in the region. In addition, he is the founder of SoHo Capital LLC a US-based Registered Investment Advisor and holding company. The firm has two wholly owned subsidiaries: SoHo Asset Management, a fund company, and SoHo Financial Services, a wealth management and multi-family office. Frank has over twenty years of experience managing multi-billion dollar portfolios for corporations, endowments, foundations, and high net worth individuals. Frank’s research, work op-eds, and career have been published in The Economist, Institutional Investor, The Wall Street Journal, Barrons, The Sacramento Bee, The Pacific Coast Business Times, Noozhawk, Derivatives Weekly, Pension & Investments, and Investment News. His investment letter has over 12,000 accredited readers and he is a frequent commentator on CNBC regarding market strategy for Squawk on the Street, The New Retirement Series, Power Lunch, and Street Signs. He is married, has two young children and recently relocated with his family to Singapore. He is originally from New York and remains a devoted Yankees fan. He has an MBA in Finance from New York University and a B.S. in Managerial Economics from Carnegie Mellon University.

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.

Mr. Jackie Choy is an ETF Strategist for Morningstar Investment Management Asia, overseeing ETF research activities in Asia.

Prior to joining Morningstar in 2012, he was an investment analyst at Cohen and Steers, a fund company specializing in real estate securities, covering Hong Kong real estate securities. Before joining Cohen and Steers in 2010, he was a research analyst for Nomura/Lehman Brothers, covering Hong Kong and China real estate securities.

Choy holds a Master of Arts in Mathematical Sciences from the University of Oxford and is a fellow member of the Association of Chartered Certified Accountants (ACCA) and a CFA Charterholder.

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

Philippe Banon has more than 15 years of professional experience and recently joined RCB Capital Markets (“RBC CM”) as Head Of Sales, Global Equity Linked Products for Asia Pacific. Prior to joining RBC CM, Philippe worked in the region for the last 10 years providing equity derivatives solutions for Wealth Managers, Institutional Clients, Family Offices and Sovereign Wealth Funds. Philippe has an in-depth knowledge of tailor-made equity linked structured products and has worked on multiple quantitative strategies and bespoke transactions for a wide variety of clients in South East Asia. Before joining the financial industry, Philippe worked for more than 5 years as a Merger and Acquisitions and Securities Regulations lawyer in Europe and was admitted to the New York Bar and the Paris Bar. He holds an MBA from INSEAD and graduated from UC Berkeley in Law in the US and Ecole des Hautes Etudes Commerciales (HEC) in Business in France.

Andrew heads up Societe Generale’s Flow Strategy & Solutions (FSS) team for Asia Pacific. He is based in Hong Kong.

In his role, Andrew focuses on expanding and growing the FSS platform in Asia alongside the rest of the financial engineering team through the publication of high quality and differentiated trade ideas and execution of bespoke projects for clients. The team is asset-agnostic, is tactical in nature and is not part of research, allowing the group to partner more closely with key clients. Andrew is frequently quoted in online and printed press and also periodically writes extended published articles. Andrew joined the bank in September 2015 and brings a wealth of experience from his previous roles running trading and advisory desks. He joins Societe Generale from Merrill Lynch in Hong Kong where he helped build out their Asia Pac Macro capabilities since 2013. Prior to that he ran Global Emerging Market distribution for Credit Suisse in London.

Steve Knabl has over 20 years of extensive experience in Alternative Fund Management, Private Wealth Management and Financial Services. He has worked with all major asset classes, including private & public equity, real estate, and cryptocurrency. Having led Swiss-Asia's fund platform for over 15 years, he plays a pivotal role conceptualizing and constructing Swiss-Asia's Fund projects from the ground up. His aptitude for translating intricate business visions into actionable initiatives has been a steadfast contributor to the success of both Swiss-Asia and its platform Funds. Steve's forward-thinking approach leverages technology to enhance operational efficiency and stay ahead in today’s competitive financial services landscape. His commitment to integrity, excellence, and innovation underscores Swiss-Asia's dedication to delivering top-tier services to platform funds and wealth managers. Steve’s breadth of industry knowledge garners many invitations to speak at industry panels and formal educational forums. Steve is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and the Singapore Fund Directors Association. Through the Swiss-Asia Group, he is a Registered Representative with the Monetary Authority of Singapore, a Registered Officer with the Securities and Futures Commission of Hong Kong, and a Registered Principal with the National Futures Association (US).

Sean Cochran is Head of IPS Portfolio Specialists APAC, a division within UBS which advises Wealth Management Clients on the establishment of portfolio solutions to achieve their investment objectives.  Sean leads a regional team of Portfolio Specialists and has responsibility for UBS' sales of discretionary and advisory mandates as well as investment funds across Asia Pacific. Sean has 19 years of wealth management experience in the US, Asia and Australia including having served as Head of UBS Ultra High Net Worth Consulting Singapore, Head of UBS Products and Services Consulting Singapore, and Head of UBS Wealth Management Sydney. 

Sean is a regular contributor to regional media on the topics of investment management and portfolio construction and holds an MBA in Finance and Economics from Columbia Business School and is a Certified Financial Planner.

Andrew joined Westoun Advisors in 2016 as Managing Director. In his role he advises asset managers and hedge funds on strategic expansion and asset gathering. PReviously as Head of M&G Investments Asia, he launched the business in the region. Prior to this he was at The Capital Group Companies, during which time he worked in various groups including private equity, institutional client relations and global financial institution distribution. During his career he has worked in Los Angeles, London, Geneva, Singapore and Hong Kong. He has 21 years of experience in the investment management industry. Andrew graduated with an MBA from INSEAD and an MA in Economics and French from the University of St. Andrews is also a CFA charter holder.

Matthias Weber is a partner and the CIO at ifund based in Zurich, Switzerland. He heads the manager selection team which advises major banks, family offices, fintech platforms and other institutional investors. Together with his team he has recently developed a robo-advisor which selects funds based on both the quality of a fund and individual investor’s needs and values.

Matthias has been a financial analyst since 1995 and fund analyst since 1998. Before joining ifund in 2006, he was deputy CIO and managing director at Bank Leu, a Credit Suisse private bank, responsible for investment research & consulting.

Matthias completed his business degree in Operations Research at the University of St. Gallen (HSG) and graduated from the University of Geneva and from Carnegie Mellon University in Pittsburgh, USA, with an MBA/EMBA in International Wealth Management.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Marco Kermaidic has been the Head of Investment Counselling for BNP Paribas Wealth Management in Hong Kong since 2013.  He has over 20 years experience in finance. After a start as a corporate finance analyst, he moved on to FX, fixed income and derivatives for a number of years. Marco moved to Private Banking in 2002, setting up advisory desks  for Societe Generale, in Greece and then in Dubai. He built up considerable experience servicing Middle Eastern but also NRI and International clients, both as Head of Products for the MENA market, and then as Commercial Head for the Middle East sites of BNP Paribas Wealth Management .  Marco Kermaidic is an Economics graduate from the University on Kent at Canterbury, and holds a MSc in Shippping, Trade and Finance from Cass Business School, City University.

Belle has been with Hang Seng Bank as Head of Investment Advisory and Executive Director of Hang Seng Investment Services since 2011. She is currently leading both investment product specialist team and client portfolio advisory team to serve the Bank's high net worth clients as well as corporate clients. Prior to joining Hang Seng, she had accumulated years of experience in global markets and Hong Kong equities, as a research analyst and equity strategist for various financial institutions. Belle holds an MBA degree from William E. Simon Graduate School of Business, University of Rochester.

Stewart Aldcroft has been in Hong Kong since 1985. He has had extensive experience in the asset management business, working for traditional fund houses such as Schroders, HSBC, Franklin Templeton, Standard Chartered Bank, and Investec - and in the Alternatives and Hedge Fund area for Noble Investments and Horizon21.

In August 2011, Stewart was appointed as Senior Advisor for Citi's Investor Services business - to assist the business to develop new initiatives and grow its client-base and reach across the Asia Pacific region. This involves advising mainly those companies wishing to set up in Asia, and those in Asia wanting to set up in Europe or America.

He joined Citi from Enhanced Investment Products (EIP), where he was head of business development for beta products since May 2010. Stewart has also been on the Committee of the Hong Kong Investment Funds Association and held various other similar positions within the industry in Asia.

Stewart is one of the Asian fund industry’s best known marketers and commentators. He is a frequent participant at fund industry conferences and has been a frequent contributor to print media, TV and radio internationally.

Mr. Jackie Choy is an ETF Strategist for Morningstar Investment Management Asia, overseeing ETF research activities in Asia.

Prior to joining Morningstar in 2012, he was an investment analyst at Cohen and Steers, a fund company specializing in real estate securities, covering Hong Kong real estate securities. Before joining Cohen and Steers in 2010, he was a research analyst for Nomura/Lehman Brothers, covering Hong Kong and China real estate securities.

Choy holds a Master of Arts in Mathematical Sciences from the University of Oxford and is a fellow member of the Association of Chartered Certified Accountants (ACCA) and a CFA Charterholder.

Anthony Siau is the founding partner of Kairos Capital Partners Pte Ltd (“KCP”), providing investment and strategy consultancy to financial institutions, families and high net worth individuals. Prior to founding KCP in March 2016, Mr Siau was the Chief Executive Officer of RHB Asset Management Pte Ltd (“RHBAM”) and the Regional Head of Group Strategy and Institutional Business for RHB Group Asset Management (“RHBGAM”) based in Singapore, part of RHB Banking Group from Malaysia. Mr Siau has more than 17 years of regional experience primarily in private equity, mutual fund and asset management, specializing in the areas of corporate strategy, business development, product development, retail and institutional sales, covering both the conventional and Islamic markets. Anthony holds a MBA (Finance) and a Bachelor of Science in Business Administration (Computer Information System) from the USA, as well as being licensed by both the Monetary Authority of Singapore and Securities Commission of Malaysia.

Steve Knabl has over 20 years of extensive experience in Alternative Fund Management, Private Wealth Management and Financial Services. He has worked with all major asset classes, including private & public equity, real estate, and cryptocurrency. Having led Swiss-Asia's fund platform for over 15 years, he plays a pivotal role conceptualizing and constructing Swiss-Asia's Fund projects from the ground up. His aptitude for translating intricate business visions into actionable initiatives has been a steadfast contributor to the success of both Swiss-Asia and its platform Funds. Steve's forward-thinking approach leverages technology to enhance operational efficiency and stay ahead in today’s competitive financial services landscape. His commitment to integrity, excellence, and innovation underscores Swiss-Asia's dedication to delivering top-tier services to platform funds and wealth managers. Steve’s breadth of industry knowledge garners many invitations to speak at industry panels and formal educational forums. Steve is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and the Singapore Fund Directors Association. Through the Swiss-Asia Group, he is a Registered Representative with the Monetary Authority of Singapore, a Registered Officer with the Securities and Futures Commission of Hong Kong, and a Registered Principal with the National Futures Association (US).

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Rohit Jaisingh heads the Equity Investment Products team for the Private Bank and Consumer Banking business segments of DBS Bank in Singapore. He is also responsible for the infrastructural support in DBS Bank underpinning the advice and solutions relating to the asset class.

Philippe Banon has more than 15 years of professional experience and recently joined RCB Capital Markets (“RBC CM”) as Head Of Sales, Global Equity Linked Products for Asia Pacific. Prior to joining RBC CM, Philippe worked in the region for the last 10 years providing equity derivatives solutions for Wealth Managers, Institutional Clients, Family Offices and Sovereign Wealth Funds. Philippe has an in-depth knowledge of tailor-made equity linked structured products and has worked on multiple quantitative strategies and bespoke transactions for a wide variety of clients in South East Asia. Before joining the financial industry, Philippe worked for more than 5 years as a Merger and Acquisitions and Securities Regulations lawyer in Europe and was admitted to the New York Bar and the Paris Bar. He holds an MBA from INSEAD and graduated from UC Berkeley in Law in the US and Ecole des Hautes Etudes Commerciales (HEC) in Business in France.

Ken Peng is the Investment Strategist for the Asia Pacific region at Citi Private Bank. Based in Hong Kong, he is responsible for formulating investment views and strategies for Asian markets across asset classes. He is a member of CPB’s Global Investment Committee, contributing to the Bank’s asset allocation decisions.

Mr. Peng has 16 years of experience in investment research in the US and Asia. He joins CPB from BNP Paribas, where he was Senior China Economist. Prior to that, he had worked for Citi Investment Research for 11 years. Based in Beijing and Shanghai, he covered China macro investment themes and Asia regional economics. He has also covered the United States economy and markets for Citi Investment Research in New York.

Citi Private Bank’s Strategy team is made up of local strategists based in Asia, EMEA, and the Americas, and is led by the Global Chief Strategist. The team provides insights into key economic, political and market developments, evaluates the risks and opportunities to help form our tactical investment allocation.

Peng was born in Beijing and grew up in the US. He received a BA from Boston College and an MBA from New York University’s Stern Business School.

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Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.