Vietnam Wealth Management Forum 2019

Stephanie works on private client matters in Singapore as well as in the other Hawksford offices. She has substantial experience and practice in trust and corporate administration, including in oil and gas corporate and joint ventures, property and mixed asset class portfolios, Charitable structures and entrepreneurial ventures. Stephanie also has experience in private trust company structures and family governance. Stephanie forms part of the team that is building up the private client business in Asia, and manages working relationships with intermediaries in Asia and internationally. Stephanie holds an LLB Law Degree and is a member of the Society of Trust and Estate Practitioners (STEP) with a Diploma in International Trust Management.

Jordan joined IMTF in 2018 to strengthen the Singapore regional office especially in the area of project delivery as well as regional product alignment of the modular IMTF RegTech platform. Prior to IMTF, he was in financial services consulting working with banks and insurers on projects around client information and lifecycle management processes and platforms, regulatory-led change management as well as business integration and technology consolidation projects both local and global. Jordan holds a master’s degree in business administration from Cranfield School of Management and a bachelor’s degree in mechanical engineering from Rose-Hulman Institute of Technology.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Gaurav Sharma was appointed Chief Executive Officer of BIDV MetLife in July 2016. Prior to this appointment, Gaurav served as Head of Operations for the Designated Markets for MetLife, where he oversaw critical Insurance functions like Customer Service, Underwriting, Claims, New Business Operations and Policy Administration across 7 markets. He joined MetLife in May 2007 at PNB MetLife India Insurance Co. Ltd. As Chief Operating Officer and Chief Privacy and Business Information Security Officer, Gaurav played a significant role in developing MetLife’s strategy and growth in India. In 2011, following the signing of MetLife’s joint-venture with PNB (one of the largest state owned banks in India with 7000+ branches, 80 Million customers and 70,000 employees), Gaurav led the partnership as it introduced bancassurance across 5000 PNB branches nationwide. In addition to leading the cultural integration of the partnership, Gaurav also drove customer engagement and acquisition at bank branches while innovating and implementing single point sales & customer service through digitization. During his tenure, the partnership attained several milestones, including, new business insurance premiums of USD $150 Million and acquisition of 150,000 customers. With over 20 years of experience in financial services with numerous global firms, Gaurav has led several teams to success in the areas of innovation in distributor servicing, agency development, cost optimization, policy administration and system migrations, underwriting and product design, operations and customer service transformation, M&A integration and new market entry. He holds a Master’s in Business Law (National Law School of India) and is a Fellow, Life Management Institute (FLMI). He also completed the prestigious Advanced Management Program from Indian Institute of Management, Bangalore.

Ioannis Ioannikiou is a Legal Advisor at Casamont Cyprus office. Over the years he became a specialist in Cyprus citizenship program and his responsibilities’ inter alia is reviewing the real estate agreements and CIP application files of investors that are willing to participate in the CIP Program of Cyprus thus to comply with all the requirements set by the Governmental Authorities (Ministry of Interior, Ministry of Finance and Land Registry Office). Ioannis is a licensed lawyer under Cyprus law and prior joining Casamont he was employed at a Law Firm, mainly in the litigation department where he was focused in drafting legal pleadings for civil, family and banking litigation. He also pursued an LL.M in Oil and Gas Law from the University of Aberdeen.

Abhijeet joined 3i Infotech in May 2019 to Head its Financial Services business in South East Asia. He is responsible for growing and managing business for the Wealth & Investment Management product line, and also for charting its Global product strategy. 3i Infotech is an award-winning, innovative Wealth & Investment software provider and has helped Banks, Wealth & Asset managers manage over USD 300 Billion in Assets. Abhijeet is based out of Manila, Philippines and has over 18 years of experience in building and managing businesses in Asia Pacific region. He brings in a unique blend of executive acumen on both business and technology side of Retail Investment & Banking, Wealth & Asset Management and Life & General Insurance. He is also a subject matter expert in new technologies areas like Robo Advisory, Robotic Process Automation, Chabot’s and Artificial Intelligence. In his last assignment, Abhijeet established Credence Analytics’ Wealth & Investment management software product business in South East Asia as Head of Sales & Business Development. He has held various leadership roles with pedigree organisations like Accenture, Newgen Software, AchieveGlobal Inc., Edgesys Inc., 10EQS and XL Dynamics. He is a certified trainer and consultant in Sales Performance Improvement & Sales Strategy Development.

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.

Damian Hitchen, Chief Executive Officer, Swissquote Pte Ltd Damian joined in January 2014 to drive Swissquote’s expansion strategy from being Switzerland’s largest online banking and trading platform into the Middle East & Asia region. During 2014-2019 inclusive he built a successful B2c-B2b office from the DIFC, Dubai with a major focus on the development and upgrade of the Bank existing institutional platform services. In July 2019, he relocated from Dubai to head up Swissquote’s new office in Singapore, which will act as the regional booking centre for its business development in the Asia-Pacific region, with a focus on professional, industry and institutional clients such as external asset-managers, insurance firms, securities brokerages, family offices and local - regional Banks/Private Banks. Prior to joining Swissquote, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive r Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

Lawrence moved to Ho Chi Minh City in December 2012 to join PXP Vietnam and is the Portfolio Manager of PXP Vietnam Smaller Companies Fund. Before moving to Vietnam Lawrence was an Investment Analyst at a Hong Kong based clean-technology investment fund as well as a period as an equity trader, also in Hong Kong. Lawrence started his career in 2006 as a Corporate Finance analyst for an Icelandic bank in London.

Vinay Tiwari is the Senior Solution Consultant at 3i Infotech responsible for Presales and Product Development. Vinay has more than 8 years of varied experience in Business Analysis, Product Design & Development and Presales across financial services domain. With special interest in Robotic Automation and Artificial Intelligence, Vinay specializes in software solutions for Wealth Management.

Jason became Managing Director of IRESS Asia back in August 2010. A co-founder of XPLAN Technology he, together with Andrew Walsh, was instrumental in transitioning XPLAN from an independent start-up to a fully integrated division of IRESS. In the days before IRESS, Jason worked for Mercer and Vision FPS. He’s a self-professed sports fanatic and thrives in a competition. He's captained Singapore at the Touch Rugby World Cups in Scotland and Australia and also represented his state team at the Australian Touch rugby national titles.

Ms. Hang joined SSI Securities Corporation (SSI) since 2007 and became CEO of SSIAM since 2010. She has many years of experience in SSIAM, SSI and at W.P. Stewart, a New York–based asset management firm. In SSI, she acted as Managing Director and Head of SSI’s Research & Investment Advisory Department, cum Assistant to the Chairman of SSI and Head of Institutional Sales. She is currently Chairman of Southern Seed Company, Vice Chairman of National Seed Company and Chairman of SSIAM SIF and SSIAM UCITS funds. Ms. Hang holds a Master in Finance and BA in Accounting from American University, USA.

Mr. Christophe Numa has 10 years of experience particularly in wealth management area at BNP Paribas and also handled a business unit in Kazakhstan. Mr. Numa has graduated from Skema BS, the 7th Top French Business School. He is in charge of relationship with customer in Europe and South East Asia

A graduate of Northwestern University (Chicago IL, USA), Mr. Tuan A. Phung is among a few professional business lawyer in Vietnam who are well-trained and extensively worked in both law and business. Being the Honorary Consul General for Finland in Ho Chi Minh City, Mr. Tuan Phung also serves as Vice Chairman for the Vietnam Association of Financial Investor – VAFI, EXCO Member for the EUROCHAM Vietnam and the Young Business Association in HCMC.

Mr. Tuan Phung possesses a vast experience in practicing law in Vietnam. His experiences in law and involvement with the management of international business in Vietnam provide him a unique qualification in consulting both as a business manager and a legal expert. He is the creator of the “In-house Counsel Service™” and various specialized legal services for Multinational Business in Vietnam which has been retained by client of various multinational companies

In addition to the field of international trade and business law, through 20 years of practice experience, Mr. Tuan also participated in major litigation in the commercial, banking and capital markets in Vietnam. Specifically, he recently:

• Engaged to represent for a large domestic enterprise to litigate in U.S court about Recognition and Enforcement of the Vietnam Law as a Vietnamese legal expert for Houston court, Texas, USA.

• Participated in one of 10 “great cases” in the banking sector as a representative & defending lawyer (related to Nguyen Duc Kien and former board members of the ACB, Vietinbank, ACB Securities, VietBank and Kien Long Bank).

• Currently he and his litigation lawyer team are cooperating closely as a Vietnamese partner with the Dispute Resolution Committee - American Bar Association – ABA and the Ministry of Justice of the Socialist Republic of Vietnam on the development support from the ABA - American Bar Association in the fields of institution building, legislative activities, and necessary technical assistances to promote the settlement of disputes by arbitration, commercial mediation in Vietnam

Reto has over a decade of experience in connecting Business and IT primarily within financial services. In his role, he has been responsible for the design and development of several Wealth Apps. In addition to this, he built up and led the company's first product management and development team in Asia; he led regional pre-sales activities, presenting additiv’s SaaS offering to clients and partners across Southeast Asia. He has co-founded and managed two tech start-up companies and has a deep understanding of Wealth Management, SaaS Product Development, Product Management, Change Management, and Tech Start-ups.

Pearl has international work experience in the banking industry, having spent the last seven years working in Singapore. Pearl joined Bordier & Cie. in 2015, she is part of a team which Multi-lingual qualified and experienced relationship managers offering a full spectrum of traditional private banking and wealth management services. In addition to her role with Bordier & Cie., Pearl is a Director for The Nest Collection, a company affiliated with Bordier. She is a strong professional with an Advanced Master in Strategy and Management of International Business from ESSEC Business School and a Master in Business Engineering from Ghent University. 

Yifei Li, Director, is Head of South East Asia Retail Business within BlackRock’s Client Business Group. She is responsible for setting the business strategy and overseeing the development of BlackRock’s retail distribution efforts and managing relationships of asset management companies in South East Asian countries excluding Singapore.

Yifei’s service with the firm dates back to 2005 as a member of the iShares European business development team covering Germany & Austria (2005-2008). Following on Yifei was responsible for iShares business development initiatives in China, Taiwan (2008-2009) and Head of iShares South East Asia institutional business(2010-2013). 

Prior to BlackRock, since 2000 Yifei has worked in equity derivatives sales & trading at Societe Generale (Paris), Macquarie Bank (London) and Lang&Schwarz Wertpapierhandel (Duesseldorf) .

Yifei earned a Bachlor Degree in Economics from University of Duisburg-Essen, Germnay and MSc Finance from Cass Business School London, UK.

Minh Nguyen oversees the Vietnam market for Aetna International in Asia Pacific. In this role, she is responsible for managing relations with fronting partner and reinsurance companies, ensuring operational excellence, ensuring that international standards are provided to valued customers, exploring new market segments and overseeing business operations nationwide. An Aetna employee since 2015, she was previously with AIG (American International Group) for nearly a decade. With her broad experience and expertise, Minh is a proven leader and strategic thinker.

We're part of Aetna, a Fortune 100 company in the United States. We are world leaders in providing health care benefits with a 160-year heritage of strength and expertise. For more than five decades, we’ve extended that strength across the globe, leveraging our deep market knowledge and delivering on the goals that matter most to the people we serve. Aetna continues to rapidly expand across Asia, most recently by licensing in Hong Kong in 2018 and acquiring Bupa Thailand in 2017, as well as launching its Asian Innovation Hub in Singapore in 2016, which seeks to develop region-specific health solutions tailored for local markets in Asia. Vietnam is the fasting growing insurance market in the world and has one of the fastest growing ultra-high net worth (UHNW) population . We have the ambitious vision to make Vietnam into a market with new and unique health cover options which go ‘broader and deeper’ into the local health care market, bringing high quality and affordable healthcare to many more Vietnamese.

Alexis Tan has more than 10 years of experience in the immigration industry. Before joining Henley & Partners she owned her own immigration firm based in Singapore and successfully helped clients obtain residency in Canada, Australia and the US. She also holds a real estate license in Singapore and is well versed on property investment locally. She has studied and worked in both Canada and the US where she earned her bachelor’s degree from Indiana State University. She speaks English, Mandarin, Cantonese and Taiwanese.

Dominic Gamble is Head of Asia Pacific for Wealth Dynamix, a global technology leader in client lifecycle management solutions for the wealth management industry. After graduating from London School of Economics in Accounting and Finance he started his career trading fixed income and derivatives at Credit Agricole Indosuez in 2001. Two years later he moved to Credit Suisse First Boston Private Bank and latterly was a founding member of the UHNW and Family Office team at Deutsche Wealth Management in London. Dominic left private banking in 2011 to establish findaWEALTHMANAGER.com in London, and simultaneously a client acquisition portal in Singapore in 2015 which was acquired by Privé Technologies in 2017, for whom he became Chief Digital Officer, overseeing 'Solution Sales' for their extensive engagement and advice product suite. In 2018 he joined Wealth Dynamix, to head the APAC region, based in Singapore.

2018, Mr. Thien started a new journey to build up wealth management solutions for Vietnamese affluent as well as High Net Worth Individuals. 2010 – 2017, Mr. Thien lead a dedicated team of experienced brokers, while at the same time, together with counterparties, Mr. Thien builds bespoke financial products addressing the needs of discerning clients. Designing incentives and risk policies, with an ever-watchful eye on compliance practices take up the remainder of his time. Thien previously pursued a career in banking in which he worked in several areas for leading banks such as ANZ, where he is still considered to be one of the best in terms of professionalism. His other 20 years of banking experience, includes Citibank NA, Deutsche Bank AG Vietnam, and Vietcombank Ho Chi Minh city Branch. Thien has a strong academic record; he holds a Master of Business Administration of Strategic Management degree from the Maastricht School of Management of Netherlands and a Bachelor of Credit Analysis degree from the Banking School of Vietnam, this coupled with his outstanding professional business background, makes him as sought after speaker.

Having graduated in 1986 from Edinburgh University with an Honours Law Degree and Postgraduate Diploma in Legal Practice, Simon started his financial career with J.P Morgan / Saudi International Bank in London, New York and the Middle East specialising in corporate finance solutions for High Net Worth, Corporate and Family Office clients. In 1994, Simon moved to Clydesdale Bank PLC (then part of the National Australia Bank group) to build the Specialised Finance Unit before being asked (in 1999) to join the board of one of Scotland’s largest privately owned companies (Strathclyde Pharmaceuticals Limited) as Business Development Director. In 2006, upon the successful growth and sale of the principal parts of that business, Simon joined UBS AG in Scotland to drive forward its Scottish wealth management business. In 2008 Simon moved to Credit Suisse in Singapore to establish and develop their UK/International private banking operation before joining Cazenove Capital Management in June 2016. The firm rebranded to Schroders Wealth Management in September 2017. Simon is a GlobalScot and co-founder of the Scottish Business Association of Singapore.

Xuan Dung has over 17 years of experience in investments and investment fund management in Vietnam. Xuan Dung is currently Head of Treasury and Fixed Income Investment of VinaCapital and is appointed PM of a fixed income fund, a balanced fund and a number of fixed income managed accounts. In Xuan Dung’s former role with VinaCapital Group as Treasury and Fixed Income Investment Manager, she had also been responsible for the financing of a number of real estate projects for both VinaCapital Group and its investees. Previously, Xuan Dung was with American International Assurance Vietnam - AIG Group, overseeing the fixed income investment portfolios of over USD 150 million. Xuan Dung holds an MBA in Finance from the University of Columbia Southern (USA), a Bachelor in Finance and Banking from the University of Economics in Ho Chi Minh City and Bachelors in English from HCMC University of Social Sciences and Humanities. Xuan Dung is also a licensed fund manager by the State Securities Commission of Vietnam.

Gauraw is a seasoned business leader in the field of Wealth Management and Retail Banking with over 18 years of experience in Asian markets. Currently, he is based in Vietnam, where he set up and heading Affluent Banking and Wealth Management business for leading joint stock bank of Vietnam, VPBank. Prior to this, Gauraw was Head of Investments at ICICI Securities in India, the brokerage and wealth management arm of the second largest bank in India, ICICI Bank. Earlier, Gauraw worked at Standard Chartered for 10 years with many roles across Wealth Management and Priority Banking. He was Director, Priority Banking, India in his last assignment. He has done his bachelors in Economics and MBA in International Business. He been key note speaker and panelist on various industry forums and conferences.

Mr Raju is the Founder & Adviser of Blueprint Planning (M) Sdn Bhd (CMSL/A0254/2009), a financial planning specialist licensed by the Securities Commission of Malaysia, immediate past President of Malaysian Financial Planner and Advisor Association (MFPAA). A life member of the Million Dollar Round Table (MDRT), he began his career in the life insurance industry in both the life and general insurance. He holds a Capital Markets Services Representative License from the Securities Commission of Malaysia and is a licensed Financial Planner providing financial planning advice through a structured six-step process. In all, his accumulated experience in the financial services industry spans more than 30 years. Mr Raju is also a regular presenter at conferences and training courses both in Malaysia as well as regionally and has addressed audiences in the Philippines, Jakarta and India on various topics relating to personal finance, insurance planning, debt management, business insurance, wealth management and financial planning. He has been a regular contributor of articles on financial matters to magazines such as Personal Money, 4E Journal and Smart Investment. He has also authored and published two books: Winning strategies in financial planning and A Strategic Plan to Achieve the MDRT, which was reproduced in Mandarin, Malay and Tamil language versions.

Serves as Portfolio Strategist at Taurus Family Office. Taurus is Multi Family Office based in Singapore. Previously, Chief Equity Strategist at Standard Chartered Bank and a member of the bank’s Global Investment Council where he was responsible for the” house-view” on Equities. 

Mr. Preiss has 21 years experience in global financial markets have worked in London, Paris, Hong Kong, Middle East and Africa and Singapore in various investment and research functions.

Mr. Preiss is a graduate of the European Business School with a major in Finance and international economics, having studied at the schools centers in London, Paris and Bologna, Italy in the respective local languages. In addition he studied in Japan, Korea, and China.

Mr. Preiss has taught extensively on Finance and Wealth Management in Asia, Middle East and Africa.

He has also been a guest lecturer at the Chinese University of Hong Kong where he taught on Technical Analysis as well as a course on Banking & Financial Institutions with a focus on China's Financial System. In Singapore he taught a course on Credit Derivatives at SMU (Singapore Management University). Mr. Preiss has also been invited to teach and has designed courses for The Graduate School of The People's Bank of China, China's Central Bank. 

A frequent contributor to CNBC and Bloomberg, he is also columnist for FORBES magazine as well as Cointelegraph. 

Ngoc has extensive branch network and wealth management experience having held a number of leadership roles over 23 years in banking industry. She is currently working at Shinhan Bank Vietnam as Head of Wealth Management Division. Shinhan Bank currently is the foreign bank with the largest network of 36 branches and transaction offices nationwide serving 1.4 million of customers. Prior to joining Shinhan in Dec 2017, Ngoc was Head of Sales and Service at ANZ where she managed branches sales and distribution network across Vietnam (8 branches) with responsibilities to drive growth in customer acquisition and sales distribution for all banking products, covering both priority banking and emerging affluent customer segment. Ngoc lead the whole branch network to navigate the challenges and migrated 90% of Priority customers and retained 90% staff to go to Shinhan. Ngoc is excited about building up, developing and expanding Private Wealth Management to all Shinhan branches to further enhance service offered to clients and to capture future growth opportunities in Vietnam. After launching the luxurious, 5 star PWM lounge in Hanoi in October 2018, Shinhan PWM continued to unveil the second lounge at Saigon branch in MPlaza earlier this year, followed by Shinhan PWM Phu My Hung Center at District 7 where customer can interact directly with PWM Department in Korea via call conference in a professional setting to have quick and efficient solution to any financial issues they face. Ngoc is very proud of Shinhan PWM strong growth with three offices in Hanoi (Le Thai To, Royal City, Cau Giay) and 4 offices in HCMC (Saigon branch, District 7, Tan Binh district and District 10). Ngoc believes that with her banking experience and leadership skill, she will continue to make great contribution to Shinhan Bank Vietnam’s central mission – providing excellent service to clients.

Dheerendra Hegde is the Head of Financial Services Product Management & Presales at 3i Infotecch Ltd. Dheerendra has been with 3i Infotech for the last 11 years working on Investment management products development and implementation. With more than 16 years of experience in Financial Services across Asset, Portfolio & Wealth Management, Dheerendra is closely involved in FS new products development at 3i Infotech

Ms. Hoang is a partner in charge of the firm’s Corporate practice group. She advises in matters of corporate and commercial compliance, mergers and acquisitions, contract drafting and negotiation, investment, labor, and intellectual property. She has been ranked by Chambers and Partners as a Corporate/M&A expert. Ms. Hoang and her team have been consistently and proactively involved in the successful completion of various projects, including numerous and high profile foreign-invested projects, mergers and acquisitions, restructuring and corporate management. She has also been active in arbitration and dispute settlement. Spanning over 21 years of experience, Ms. Hoang has been recognized by the legal community as one of few life insurance law experts in Vietnam that has a comprehensive understanding of international insurance regulations and their application under Vietnamese law.

Ms. Hoang has been held in high regard and recommended by the Asia Law Profiles for having “all the important connections and experience” that corporate clients need in addition to her being recognized as a Leading Lawyer for Corporate and M&A and Labor & Employment for the second year in 2015. Ms. Hoang is also a regular columnist for the PhapLuat Newspaper, the Vietnam Investment Review and several other legal periodicals.

Prior to co-founding LNT & Partners, Ms. Hoang was Chief Counsel and Head of PR for a U.S. insurance company, in which she was a member of the executive board, undertaking a broad portfolio of responsibilities and getting involved in all strategic decisions for the company. Ms. Hoang also previously worked as in-house counsel for British American Tobacco (Vietnam), where she advised in numerous domestic and international commercial issues. She is a co-founder of the firm.

A native Australian and long-time Hong Kong resident he has over 15 years’ experience in financial services sales in emerging Asian markets. Shane’s impressive resume includes stints as Executive Director for Wealth & Advisory at SS&C Technologies, Regional Head of Sales for Wealth Management and Regional Head of Sales for Buy Side at Thomson Reuters. Consequently Shane has accumulated years of experience in providing fin-tech solutions for wealth & asset management. Currently, Shane is in responsible for business development and digital transformation (Wealth Management) at the Contemi group.

Ken Atkinson started his career in international banking and after 14 years, including assignments in Singapore, Hong Kong and Australia, he set up his own consultancy business. With over 42 years emerging market experience and 40 years Asian experience, Ken has undertaken corporate finance transactions in many emerging markets worldwide (Eastern Europe, the People’s Republic of China and several other countries in South East Asia). Ken has been working almost exclusively in Vietnam, Cambodia and Lao PDR during the last 28 years. His work has included financial advisory, transaction support, with a strong emphasis on capacity building projects funded by multi-lateral and bi-lateral donors. He has broad experience in advising Clients including commercial banks on project appraisal, debt finance, loan restructuring, corporate restructuring and equity funding.

Bao Nguyen, Country Director of GoBear Vietnam, has over 25 years of international experience in financial services working in various countries, including the US, South Korea, Singapore, and Vietnam. He has served in senior leadership roles at Prudential, AIA, Citibank, Samsung, Standard Chartered, and BIDV Metlife before joining GoBear. Vietnamese by birth, Bao Nguyen was raised in Washington DC in the US. He graduated from the University of Maryland College Park, majoring in Economics. Bao holds a Fund Management License issued by the State Securities Commission of Vietnam.

Sanjay is the Head of Retail Banking for OCB. He moved to Vietnam 5 years ago to be the CEO of Prudential Finance.He also worked in Prudential Vietnam Assurance as Chief Commercial Officer before moving to OCB. Before Vietnam, Sanjay spent many years working in Citibank across geographies. His most notable stints with Citi were in Korea and Japan spanning 10 years where he got the opportunity to work in different aspects of retail finance leveraging the highly developed technology infrastructure of these markets.
Now with over 21 years of experience in both developed and emerging markets, Sanjay is focused on developing technology enabled product and process platforms that lead to clear customer value proposition. He is a growth hacker who can identify transformative opportunities in diverse markets and then execute against them.

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.

Gaurav Sharma was appointed Chief Executive Officer of BIDV MetLife in July 2016. Prior to this appointment, Gaurav served as Head of Operations for the Designated Markets for MetLife, where he oversaw critical Insurance functions like Customer Service, Underwriting, Claims, New Business Operations and Policy Administration across 7 markets. He joined MetLife in May 2007 at PNB MetLife India Insurance Co. Ltd. As Chief Operating Officer and Chief Privacy and Business Information Security Officer, Gaurav played a significant role in developing MetLife’s strategy and growth in India. In 2011, following the signing of MetLife’s joint-venture with PNB (one of the largest state owned banks in India with 7000+ branches, 80 Million customers and 70,000 employees), Gaurav led the partnership as it introduced bancassurance across 5000 PNB branches nationwide. In addition to leading the cultural integration of the partnership, Gaurav also drove customer engagement and acquisition at bank branches while innovating and implementing single point sales & customer service through digitization. During his tenure, the partnership attained several milestones, including, new business insurance premiums of USD $150 Million and acquisition of 150,000 customers. With over 20 years of experience in financial services with numerous global firms, Gaurav has led several teams to success in the areas of innovation in distributor servicing, agency development, cost optimization, policy administration and system migrations, underwriting and product design, operations and customer service transformation, M&A integration and new market entry. He holds a Master’s in Business Law (National Law School of India) and is a Fellow, Life Management Institute (FLMI). He also completed the prestigious Advanced Management Program from Indian Institute of Management, Bangalore.

Ngoc has extensive branch network and wealth management experience having held a number of leadership roles over 23 years in banking industry. She is currently working at Shinhan Bank Vietnam as Head of Wealth Management Division. Shinhan Bank currently is the foreign bank with the largest network of 36 branches and transaction offices nationwide serving 1.4 million of customers. Prior to joining Shinhan in Dec 2017, Ngoc was Head of Sales and Service at ANZ where she managed branches sales and distribution network across Vietnam (8 branches) with responsibilities to drive growth in customer acquisition and sales distribution for all banking products, covering both priority banking and emerging affluent customer segment. Ngoc lead the whole branch network to navigate the challenges and migrated 90% of Priority customers and retained 90% staff to go to Shinhan. Ngoc is excited about building up, developing and expanding Private Wealth Management to all Shinhan branches to further enhance service offered to clients and to capture future growth opportunities in Vietnam. After launching the luxurious, 5 star PWM lounge in Hanoi in October 2018, Shinhan PWM continued to unveil the second lounge at Saigon branch in MPlaza earlier this year, followed by Shinhan PWM Phu My Hung Center at District 7 where customer can interact directly with PWM Department in Korea via call conference in a professional setting to have quick and efficient solution to any financial issues they face. Ngoc is very proud of Shinhan PWM strong growth with three offices in Hanoi (Le Thai To, Royal City, Cau Giay) and 4 offices in HCMC (Saigon branch, District 7, Tan Binh district and District 10). Ngoc believes that with her banking experience and leadership skill, she will continue to make great contribution to Shinhan Bank Vietnam’s central mission – providing excellent service to clients.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Ms. Hang joined SSI Securities Corporation (SSI) since 2007 and became CEO of SSIAM since 2010. She has many years of experience in SSIAM, SSI and at W.P. Stewart, a New York–based asset management firm. In SSI, she acted as Managing Director and Head of SSI’s Research & Investment Advisory Department, cum Assistant to the Chairman of SSI and Head of Institutional Sales. She is currently Chairman of Southern Seed Company, Vice Chairman of National Seed Company and Chairman of SSIAM SIF and SSIAM UCITS funds. Ms. Hang holds a Master in Finance and BA in Accounting from American University, USA.

Jordan joined IMTF in 2018 to strengthen the Singapore regional office especially in the area of project delivery as well as regional product alignment of the modular IMTF RegTech platform. Prior to IMTF, he was in financial services consulting working with banks and insurers on projects around client information and lifecycle management processes and platforms, regulatory-led change management as well as business integration and technology consolidation projects both local and global. Jordan holds a master’s degree in business administration from Cranfield School of Management and a bachelor’s degree in mechanical engineering from Rose-Hulman Institute of Technology.

Jason became Managing Director of IRESS Asia back in August 2010. A co-founder of XPLAN Technology he, together with Andrew Walsh, was instrumental in transitioning XPLAN from an independent start-up to a fully integrated division of IRESS. In the days before IRESS, Jason worked for Mercer and Vision FPS. He’s a self-professed sports fanatic and thrives in a competition. He's captained Singapore at the Touch Rugby World Cups in Scotland and Australia and also represented his state team at the Australian Touch rugby national titles.

Mr. Christophe Numa has 10 years of experience particularly in wealth management area at BNP Paribas and also handled a business unit in Kazakhstan. Mr. Numa has graduated from Skema BS, the 7th Top French Business School. He is in charge of relationship with customer in Europe and South East Asia

Ken Atkinson started his career in international banking and after 14 years, including assignments in Singapore, Hong Kong and Australia, he set up his own consultancy business. With over 42 years emerging market experience and 40 years Asian experience, Ken has undertaken corporate finance transactions in many emerging markets worldwide (Eastern Europe, the People’s Republic of China and several other countries in South East Asia). Ken has been working almost exclusively in Vietnam, Cambodia and Lao PDR during the last 28 years. His work has included financial advisory, transaction support, with a strong emphasis on capacity building projects funded by multi-lateral and bi-lateral donors. He has broad experience in advising Clients including commercial banks on project appraisal, debt finance, loan restructuring, corporate restructuring and equity funding.

Ms. Hoang is a partner in charge of the firm’s Corporate practice group. She advises in matters of corporate and commercial compliance, mergers and acquisitions, contract drafting and negotiation, investment, labor, and intellectual property. She has been ranked by Chambers and Partners as a Corporate/M&A expert. Ms. Hoang and her team have been consistently and proactively involved in the successful completion of various projects, including numerous and high profile foreign-invested projects, mergers and acquisitions, restructuring and corporate management. She has also been active in arbitration and dispute settlement. Spanning over 21 years of experience, Ms. Hoang has been recognized by the legal community as one of few life insurance law experts in Vietnam that has a comprehensive understanding of international insurance regulations and their application under Vietnamese law.

Ms. Hoang has been held in high regard and recommended by the Asia Law Profiles for having “all the important connections and experience” that corporate clients need in addition to her being recognized as a Leading Lawyer for Corporate and M&A and Labor & Employment for the second year in 2015. Ms. Hoang is also a regular columnist for the PhapLuat Newspaper, the Vietnam Investment Review and several other legal periodicals.

Prior to co-founding LNT & Partners, Ms. Hoang was Chief Counsel and Head of PR for a U.S. insurance company, in which she was a member of the executive board, undertaking a broad portfolio of responsibilities and getting involved in all strategic decisions for the company. Ms. Hoang also previously worked as in-house counsel for British American Tobacco (Vietnam), where she advised in numerous domestic and international commercial issues. She is a co-founder of the firm.

Alexis Tan has more than 10 years of experience in the immigration industry. Before joining Henley & Partners she owned her own immigration firm based in Singapore and successfully helped clients obtain residency in Canada, Australia and the US. She also holds a real estate license in Singapore and is well versed on property investment locally. She has studied and worked in both Canada and the US where she earned her bachelor’s degree from Indiana State University. She speaks English, Mandarin, Cantonese and Taiwanese.

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.

A graduate of Northwestern University (Chicago IL, USA), Mr. Tuan A. Phung is among a few professional business lawyer in Vietnam who are well-trained and extensively worked in both law and business. Being the Honorary Consul General for Finland in Ho Chi Minh City, Mr. Tuan Phung also serves as Vice Chairman for the Vietnam Association of Financial Investor – VAFI, EXCO Member for the EUROCHAM Vietnam and the Young Business Association in HCMC.

Mr. Tuan Phung possesses a vast experience in practicing law in Vietnam. His experiences in law and involvement with the management of international business in Vietnam provide him a unique qualification in consulting both as a business manager and a legal expert. He is the creator of the “In-house Counsel Service™” and various specialized legal services for Multinational Business in Vietnam which has been retained by client of various multinational companies

In addition to the field of international trade and business law, through 20 years of practice experience, Mr. Tuan also participated in major litigation in the commercial, banking and capital markets in Vietnam. Specifically, he recently:

• Engaged to represent for a large domestic enterprise to litigate in U.S court about Recognition and Enforcement of the Vietnam Law as a Vietnamese legal expert for Houston court, Texas, USA.

• Participated in one of 10 “great cases” in the banking sector as a representative & defending lawyer (related to Nguyen Duc Kien and former board members of the ACB, Vietinbank, ACB Securities, VietBank and Kien Long Bank).

• Currently he and his litigation lawyer team are cooperating closely as a Vietnamese partner with the Dispute Resolution Committee - American Bar Association – ABA and the Ministry of Justice of the Socialist Republic of Vietnam on the development support from the ABA - American Bar Association in the fields of institution building, legislative activities, and necessary technical assistances to promote the settlement of disputes by arbitration, commercial mediation in Vietnam

Mr Raju is the Founder & Adviser of Blueprint Planning (M) Sdn Bhd (CMSL/A0254/2009), a financial planning specialist licensed by the Securities Commission of Malaysia, immediate past President of Malaysian Financial Planner and Advisor Association (MFPAA). A life member of the Million Dollar Round Table (MDRT), he began his career in the life insurance industry in both the life and general insurance. He holds a Capital Markets Services Representative License from the Securities Commission of Malaysia and is a licensed Financial Planner providing financial planning advice through a structured six-step process. In all, his accumulated experience in the financial services industry spans more than 30 years. Mr Raju is also a regular presenter at conferences and training courses both in Malaysia as well as regionally and has addressed audiences in the Philippines, Jakarta and India on various topics relating to personal finance, insurance planning, debt management, business insurance, wealth management and financial planning. He has been a regular contributor of articles on financial matters to magazines such as Personal Money, 4E Journal and Smart Investment. He has also authored and published two books: Winning strategies in financial planning and A Strategic Plan to Achieve the MDRT, which was reproduced in Mandarin, Malay and Tamil language versions.

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.

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.

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.

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.

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.