MALAYSIA WEALTH MANAGEMENT FORUM 2023

Shan Saeed is a Global Chief Economist at Juwai IQI, a leading proptech company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Phnom Penh, HCMC, Melbourne, Makati, Toronto, Doha and Dubai [www.iqiglobal.com]. He has 22 years of solid financial market experience in the areas of private banking, risk /compliance management, commodity investments, global economy, branding and business strategy. Based in Kuala Lumpur He is a financial market commentator and cited in Al Jazeera TV, Hubbis Hong Kong, CNBC Arabia / Indonesia, Singapore, FT [Deutschland], Channel News Asia Singapore, International New York Times/Malaysian Reserve, The Edge Financial Daily, Uni of Chicago, Booth School of Business alumni magazine, The Gulf Today, Wall Street Journal, Berita Harian, Islamic Finance News Malaysia, Khaleej Times, Smart Investor, Money Compass, Rotary Club USA, World Business Journal Singapore, Focus Malaysia, Oil/Gas magazine Malaysia, Business Today, Bernama TV and many more. He has been invited to the World Bank / IMF annual meeting in October 2017 in Washington DC to participate in the Belt and Road Initiative summit and shared his thoughts about the importance of infrastructure investment strategy for emerging economies. Invited by SWF's including EPF / PNB to share thoughts on global macroeconomic outlook and Asia's growth landscape. SIDC, the training arm of Securities Commission Malaysia invited him in Oct-2022 to fathom his perspective on the global macroeconomic outlook. He has graduated from one of the prestigious and elite business schools in USA i.e. Booth School of Business at the University of Chicago. He got his first MBA from IBA Pakistan [in collaboration with the Wharton School, University of Pennsylvania]. He is also trained in Alternative Banking/Strategies from the Harvard Business School, USA.

Yifei Li leads Alta’s business development and partnership management efforts across all client segments. She oversees a rapidly growing clientele across multiple segments (wealth / banks, family offices insurance, pensions, official institutions and corporates), and leads localisation strategies and assessment. Yifei Li is a proven leader with over 20 years of experience in the financial industry where she spent 15 years with BlackRock. With a proven track record in business development and partnership management across international markets. She has previously led BlackRock’s sales team in Southeast Asia, China, Taiwan and Germany. Prior to that, Yifei has held sales trading roles in Macquarie Bank (London), Lang&Schwarz (Dusseldorf) and Societe Generale (Paris).

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch the local business by establishing partnerships and marketing channels.

Tan Woon Hum is partner with a major Singapore law firm Shook Lin & Bok. He has more than 23 years of experience as a professional lawyer. He heads the Trust, Asset & Wealth Management practice and is widely regarded as one of the rare market leaders specialising in investment funds, REITs, trusts and private wealth. He advises numerous fund managers, wealth managers and EAMs, setting up Singapore and Cayman funds, getting CMS licences, RFMC & VCFMC approvals, setting up family offices and private trusts, including Section 13X structures. He holds a law degree as well as a MBA (Finance). He has been a sought after speaker and speaks regularly at public conferences and seminars for more than 17 years in Singapore, Hong Kong, Vietnam and Malaysia and also conducts professional training courses (including Euromoney, Courses & Seminars & Henley Business School hedge funds programmes). Woon Hum has been recognised as a leading funds lawyer by Chambers Asia-Pacific 2012 to 2019, The Legal 500 Asia Pacific 2017 to 2019, and Best Lawyers Singapore 2013 to 2020. He is also recommended for his expertise in real estate in The Legal 500 Asia Pacific 2014, 2015, 2017 to 2019, and in private wealth in the 2019 edition. Woon Hum is also cited as a notable practitioner in IFLR1000 2018 and 2019.

Teh Chi-cheun joined BOS Wealth Management Malaysia Berhad as Chief Executive Officer in July 2015. In 2006, he joined the then Pacific Mutual as the Assistant General Manager of the Investment department and was promoted to the Head of Equities one-and-a-half years later. He left the Company in 2011 to head the entire stockbroking division of an investment bank. A year later, he joined a leading foreign insurance player in Malaysia as the head of investments (director), and after three years rejoined the Company. He started his career in the mid-1990s, in corporate finance before moving to the stockbroking industry in both Singapore and Malaysia, and subsequently into investment management. His investment and fund management experience extends globally as he managed developed market funds when he was with the fund management division of a Singapore government owned entity. Additionally, he also managed portfolios while with an investment outfit based in Canada. Bachelor of Science (Honours) in Accounting and Financial Analysis (University of Warwick, England); CFA® charterholder (CFA Institute).

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.

Reuben van Dijk is a highly experienced professional in the private banking sector. He is currently a board member of Melbourne Capital Group, a company that specializes in providing bespoke financial solutions for high-net-worth individuals and families. Throughout 2022 the company has seen significant growth and success during its expansion into the ASEAN region. Reuben has a deep understanding of the financial markets, and a keen eye for identifying opportunities for his clients. He holds an Associate Degree in Accounting from the University of Tasmania and a Diploma in Financial Services. His professional experience also includes institutional derivatives brokerage and commercial banking. Melbourne Capital Group have expertise in structuring and implementing complex financial plans, including asset management, offshore structures, holding companies, multinational commercial agreements, and complex financing structures. They have a proven track record of delivering excellent results for their clients. Reuben's interests include traveling and reading. He believes that these activities provide unique perspectives on life and business and incorporates his experiences and learnings into his work at Melbourne Capital Group.

Krzysztof Maurer is a Managing Director of Comarch (Thailand). He is responsible for business growth and driving client success in the Asia Pacific region. With over 20 years of experience in IT projects in Europe and Asia, Krzysztof has focused his career on helping banks drive innovation, explore new revenue opportunities, lower operating costs and improve user experience.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Nirbhay Handa is the Group Head of Business Development at Henley & Partners and the Managing Director and Head of the firm’s Global South Asia team. He focuses exclusively on advising high-net-worth individuals and their families on residence and citizenship by investment. Nirbhay has been on the forefront of the investment migration industry across Asia and the South Asia subcontinent, advising some of the most respectable and established private banks, family offices, and law firms. His articles, commentary, and overall thought leadership in the investment migration space is often quoted in some of Asia’s leading wealth management forums and publications. He is passionate about developing people and growing high-performance teams. Nirbhay received his formative education at the University of Nottingham and executive education at the London School of Economics and the University of Oxford.

Mr Calvin Goon has over 18 years of working experience in sales and marketing in the asset and wealth management, private banking and the affluent segment business. Calvin joined Affin Bank Berhad in October 2019 as Head of Wealth Management. His portfolio also includes the customer segmentation for the affluent and mass affluent business. His strength is in building profitable business model which involves skills in market intelligence, cost and revenue analysis, and sales and marketing campaign. With his in-depth experience in wealth management product development and serving the needs of high net worth individuals, his team is responsible for driving the growth and profitability of the affluent and mass affluent customer base alongside the Wealth and Bancassurance products in the current role. Calvin has a degree in Marketing and Mass Communications from Universiti Sains Malaysia. He also holds the following certifications: CFP mark, Capital Markets and Financial Advisory Services (Singapore) Modules 1A & 1B and Pre-Contract Examination for Insurance Agents. He is licensed under FIMM for unit trust. He is also a MBA holder in Business from Conventry University.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Alvin is the Executive Director and Chief Executive Officer of UOB KayHian Wealth Advisors, a 100%-owned subsidiary and a new wealth management distribution division of UOB KayHian (M) Securities. He is instrumental in charting the company strategic direction and enhancing the productivity of the company by reinforcing positive culture through vision and value statements. Under his current leadership, the company has developed UWealth, an in-house proprietary investment platform that provides wealth advisors and clients, an end-to-end multi-investment assets execution and administration digital platform. As of 31st Dec 2021, the company is currently advising Rm1.5 billion of Assets Under Advice (AUA) and with a strong network of 360 wealth advisors nationwide. Alvin started his investment career with TA Unit Trusts Bhd as their Senior Agency Manager, where he is awarded as the Top Newcomer and Most Promising Consultant Year 2002. He has over 19 years of financial services industry experience and is currently the Deputy President of Financial Planning of Malaysia (FPAM) for the year 2021 to 2023. He is also the immediate Past President of the Association of Financial Advisers (AFA) Malaysia for the year 2019 to 2021. Graduated top from his class, he holds a first class honours degree in Finance from Universiti Tenaga Nasional Malaysia, majoring in investment and risk management.

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.

Lukas Conrad is Regional Head Securities Services APAC at SIX and is responsible for market intelligence, relationship management, customer support and sales of settlement and international custody services. He has been in the securities services industry since the beginning of his career which started in 2007 at Credit Suisse where he led several teams in the area of Operations with initial experience in Asia. He joined SIX in 2016 as a Senior Relationship Manager and in 2021 he was appointed to his current role and relocated to Singapore to build up the office for SIX SIS in APAC. Lukas is a senior manager with extensive experience in client relationship and leading teams.

Fazlina is the current Chief Operating Officer of Maybank Trustees Berhad whose main role is drive the trustee’s business and spearhead its transformation initiatives. She now heads the overall operations of Maybank Trustees covering both private and corporate trusts. She was Maybank Trustee’s acting CEO in charge of operations and overall Maybank Trustee’s business activities. During that short 7-month period as Officer In Charge, Fazlina has been instrumental in leading the team to achieve significant uptrends in overall growth, in comparison to FY2020. Fazlina has a vast array of experience in the private banking, trust and fiduciary industry. She started her career as a trust officer with Maybank Trustees Berhad back in 2004 dealing with private debt securities. She then moved on to another local bank to attend to trust and estate administration matters. As Associate Director of CIMB Commerce Trustee Berhad, Fazlina was entrusted to develop private trusts and estate planning business. Her experience include trust set up in various jurisdictions internationally like Labuan, Jersey and the United Kingdom. In 2019, she joined Maybank Berhad to head the trust and fiduciary advisory unit under Maybank Global Wealth Management. As Head of Trust & Fiduciary, Fazlina again was entrusted set up the fiduciary services to provide bespoke estate planning solutions. Fazlina is known in the trust/fiduciary industry for providing solutions to her ultra & high net worth clients who need to set up family trusts and foundations. In Fazlina’s 18 years of hands-on experience, she has been instrumental in providingclients customised sustainable solution to create an effective ecosystem for multi-generational structure. Her other key achievements/contributions include: (i) the setting up of STEP Malaysia in 2012. Fazlina was one of the founding committee member of STEP Malaysia. She is the current Secretary of STEP Malaysia; (ii) establishment of the Islamic Securities Services in CIMB Investment Bank that offers a comprehensive range of Syariah –compliant securities services for issuers and fund managers within and beyond South East Asia. Qualifications: BSc (Honours) in Computational and Industrial Mathematics from University of Malaya; Qualified Trust and Estate Practitioner (“TEP”) an internationally recognized hallmark of professional expertise in the area of trusts and estate practice; Certificate in Law & Practice, Diploma in International Trust Management, Certificate in Trustee Investment / Financial Appraisal, Certificate in Trust Administration & Accounts, and Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) (held in Singapore and USA).

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.

Fazlina is the current Chief Operating Officer of Maybank Trustees Berhad whose main role is drive the trustee’s business and spearhead its transformation initiatives. She now heads the overall operations of Maybank Trustees covering both private and corporate trusts. She was Maybank Trustee’s acting CEO in charge of operations and overall Maybank Trustee’s business activities. During that short 7-month period as Officer In Charge, Fazlina has been instrumental in leading the team to achieve significant uptrends in overall growth, in comparison to FY2020. Fazlina has a vast array of experience in the private banking, trust and fiduciary industry. She started her career as a trust officer with Maybank Trustees Berhad back in 2004 dealing with private debt securities. She then moved on to another local bank to attend to trust and estate administration matters. As Associate Director of CIMB Commerce Trustee Berhad, Fazlina was entrusted to develop private trusts and estate planning business. Her experience include trust set up in various jurisdictions internationally like Labuan, Jersey and the United Kingdom. In 2019, she joined Maybank Berhad to head the trust and fiduciary advisory unit under Maybank Global Wealth Management. As Head of Trust & Fiduciary, Fazlina again was entrusted set up the fiduciary services to provide bespoke estate planning solutions. Fazlina is known in the trust/fiduciary industry for providing solutions to her ultra & high net worth clients who need to set up family trusts and foundations. In Fazlina’s 18 years of hands-on experience, she has been instrumental in providingclients customised sustainable solution to create an effective ecosystem for multi-generational structure. Her other key achievements/contributions include: (i) the setting up of STEP Malaysia in 2012. Fazlina was one of the founding committee member of STEP Malaysia. She is the current Secretary of STEP Malaysia; (ii) establishment of the Islamic Securities Services in CIMB Investment Bank that offers a comprehensive range of Syariah –compliant securities services for issuers and fund managers within and beyond South East Asia. Qualifications: BSc (Honours) in Computational and Industrial Mathematics from University of Malaya; Qualified Trust and Estate Practitioner (“TEP”) an internationally recognized hallmark of professional expertise in the area of trusts and estate practice; Certificate in Law & Practice, Diploma in International Trust Management, Certificate in Trustee Investment / Financial Appraisal, Certificate in Trust Administration & Accounts, and Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) (held in Singapore and USA).

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Tan Woon Hum is partner with a major Singapore law firm Shook Lin & Bok. He has more than 23 years of experience as a professional lawyer. He heads the Trust, Asset & Wealth Management practice and is widely regarded as one of the rare market leaders specialising in investment funds, REITs, trusts and private wealth. He advises numerous fund managers, wealth managers and EAMs, setting up Singapore and Cayman funds, getting CMS licences, RFMC & VCFMC approvals, setting up family offices and private trusts, including Section 13X structures. He holds a law degree as well as a MBA (Finance). He has been a sought after speaker and speaks regularly at public conferences and seminars for more than 17 years in Singapore, Hong Kong, Vietnam and Malaysia and also conducts professional training courses (including Euromoney, Courses & Seminars & Henley Business School hedge funds programmes). Woon Hum has been recognised as a leading funds lawyer by Chambers Asia-Pacific 2012 to 2019, The Legal 500 Asia Pacific 2017 to 2019, and Best Lawyers Singapore 2013 to 2020. He is also recommended for his expertise in real estate in The Legal 500 Asia Pacific 2014, 2015, 2017 to 2019, and in private wealth in the 2019 edition. Woon Hum is also cited as a notable practitioner in IFLR1000 2018 and 2019.

Reuben van Dijk is a highly experienced professional in the private banking sector. He is currently a board member of Melbourne Capital Group, a company that specializes in providing bespoke financial solutions for high-net-worth individuals and families. Throughout 2022 the company has seen significant growth and success during its expansion into the ASEAN region. Reuben has a deep understanding of the financial markets, and a keen eye for identifying opportunities for his clients. He holds an Associate Degree in Accounting from the University of Tasmania and a Diploma in Financial Services. His professional experience also includes institutional derivatives brokerage and commercial banking. Melbourne Capital Group have expertise in structuring and implementing complex financial plans, including asset management, offshore structures, holding companies, multinational commercial agreements, and complex financing structures. They have a proven track record of delivering excellent results for their clients. Reuben's interests include traveling and reading. He believes that these activities provide unique perspectives on life and business and incorporates his experiences and learnings into his work at Melbourne Capital Group.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Mr Calvin Goon has over 18 years of working experience in sales and marketing in the asset and wealth management, private banking and the affluent segment business. Calvin joined Affin Bank Berhad in October 2019 as Head of Wealth Management. His portfolio also includes the customer segmentation for the affluent and mass affluent business. His strength is in building profitable business model which involves skills in market intelligence, cost and revenue analysis, and sales and marketing campaign. With his in-depth experience in wealth management product development and serving the needs of high net worth individuals, his team is responsible for driving the growth and profitability of the affluent and mass affluent customer base alongside the Wealth and Bancassurance products in the current role. Calvin has a degree in Marketing and Mass Communications from Universiti Sains Malaysia. He also holds the following certifications: CFP mark, Capital Markets and Financial Advisory Services (Singapore) Modules 1A & 1B and Pre-Contract Examination for Insurance Agents. He is licensed under FIMM for unit trust. He is also a MBA holder in Business from Conventry University.

Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch the local business by establishing partnerships and marketing channels.

Alvin is the Executive Director and Chief Executive Officer of UOB KayHian Wealth Advisors, a 100%-owned subsidiary and a new wealth management distribution division of UOB KayHian (M) Securities. He is instrumental in charting the company strategic direction and enhancing the productivity of the company by reinforcing positive culture through vision and value statements. Under his current leadership, the company has developed UWealth, an in-house proprietary investment platform that provides wealth advisors and clients, an end-to-end multi-investment assets execution and administration digital platform. As of 31st Dec 2021, the company is currently advising Rm1.5 billion of Assets Under Advice (AUA) and with a strong network of 360 wealth advisors nationwide. Alvin started his investment career with TA Unit Trusts Bhd as their Senior Agency Manager, where he is awarded as the Top Newcomer and Most Promising Consultant Year 2002. He has over 19 years of financial services industry experience and is currently the Deputy President of Financial Planning of Malaysia (FPAM) for the year 2021 to 2023. He is also the immediate Past President of the Association of Financial Advisers (AFA) Malaysia for the year 2019 to 2021. Graduated top from his class, he holds a first class honours degree in Finance from Universiti Tenaga Nasional Malaysia, majoring in investment and risk management.

Teh Chi-cheun joined BOS Wealth Management Malaysia Berhad as Chief Executive Officer in July 2015. In 2006, he joined the then Pacific Mutual as the Assistant General Manager of the Investment department and was promoted to the Head of Equities one-and-a-half years later. He left the Company in 2011 to head the entire stockbroking division of an investment bank. A year later, he joined a leading foreign insurance player in Malaysia as the head of investments (director), and after three years rejoined the Company. He started his career in the mid-1990s, in corporate finance before moving to the stockbroking industry in both Singapore and Malaysia, and subsequently into investment management. His investment and fund management experience extends globally as he managed developed market funds when he was with the fund management division of a Singapore government owned entity. Additionally, he also managed portfolios while with an investment outfit based in Canada. Bachelor of Science (Honours) in Accounting and Financial Analysis (University of Warwick, England); CFA® charterholder (CFA Institute).

Nirbhay Handa is the Group Head of Business Development at Henley & Partners and the Managing Director and Head of the firm’s Global South Asia team. He focuses exclusively on advising high-net-worth individuals and their families on residence and citizenship by investment. Nirbhay has been on the forefront of the investment migration industry across Asia and the South Asia subcontinent, advising some of the most respectable and established private banks, family offices, and law firms. His articles, commentary, and overall thought leadership in the investment migration space is often quoted in some of Asia’s leading wealth management forums and publications. He is passionate about developing people and growing high-performance teams. Nirbhay received his formative education at the University of Nottingham and executive education at the London School of Economics and the University of Oxford.

Lukas Conrad is Regional Head Securities Services APAC at SIX and is responsible for market intelligence, relationship management, customer support and sales of settlement and international custody services. He has been in the securities services industry since the beginning of his career which started in 2007 at Credit Suisse where he led several teams in the area of Operations with initial experience in Asia. He joined SIX in 2016 as a Senior Relationship Manager and in 2021 he was appointed to his current role and relocated to Singapore to build up the office for SIX SIS in APAC. Lukas is a senior manager with extensive experience in client relationship and leading teams.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Krzysztof Maurer is a Managing Director of Comarch (Thailand). He is responsible for business growth and driving client success in the Asia Pacific region. With over 20 years of experience in IT projects in Europe and Asia, Krzysztof has focused his career on helping banks drive innovation, explore new revenue opportunities, lower operating costs and improve user experience.

Shan Saeed is a Global Chief Economist at Juwai IQI, a leading proptech company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Phnom Penh, HCMC, Melbourne, Makati, Toronto, Doha and Dubai [www.iqiglobal.com]. He has 22 years of solid financial market experience in the areas of private banking, risk /compliance management, commodity investments, global economy, branding and business strategy. Based in Kuala Lumpur He is a financial market commentator and cited in Al Jazeera TV, Hubbis Hong Kong, CNBC Arabia / Indonesia, Singapore, FT [Deutschland], Channel News Asia Singapore, International New York Times/Malaysian Reserve, The Edge Financial Daily, Uni of Chicago, Booth School of Business alumni magazine, The Gulf Today, Wall Street Journal, Berita Harian, Islamic Finance News Malaysia, Khaleej Times, Smart Investor, Money Compass, Rotary Club USA, World Business Journal Singapore, Focus Malaysia, Oil/Gas magazine Malaysia, Business Today, Bernama TV and many more. He has been invited to the World Bank / IMF annual meeting in October 2017 in Washington DC to participate in the Belt and Road Initiative summit and shared his thoughts about the importance of infrastructure investment strategy for emerging economies. Invited by SWF's including EPF / PNB to share thoughts on global macroeconomic outlook and Asia's growth landscape. SIDC, the training arm of Securities Commission Malaysia invited him in Oct-2022 to fathom his perspective on the global macroeconomic outlook. He has graduated from one of the prestigious and elite business schools in USA i.e. Booth School of Business at the University of Chicago. He got his first MBA from IBA Pakistan [in collaboration with the Wharton School, University of Pennsylvania]. He is also trained in Alternative Banking/Strategies from the Harvard Business School, USA.

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.

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

Nirbhay Handa is the Group Head of Business Development at Henley & Partners and the Managing Director and Head of the firm’s Global South Asia team. He focuses exclusively on advising high-net-worth individuals and their families on residence and citizenship by investment. Nirbhay has been on the forefront of the investment migration industry across Asia and the South Asia subcontinent, advising some of the most respectable and established private banks, family offices, and law firms. His articles, commentary, and overall thought leadership in the investment migration space is often quoted in some of Asia’s leading wealth management forums and publications. He is passionate about developing people and growing high-performance teams. Nirbhay received his formative education at the University of Nottingham and executive education at the London School of Economics and the University of Oxford.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.