Fixed Income Hong Kong 2019

28 - 29 May, 2019

Harbour Grand, Hong Kong

+65 6722-9455


Buy Side Trading and Execution Expert Speakers

Yann Couellan
Head of Global FICC Trading
AXA Investment Management
Yann Couellan joined the Global Trading Function (GTF) of BNP Paribas Asset Management in October 2017 as Head of FICC Trading, working to implement innovative trading solutions to optimize trading performances in challenging liquidity conditions. Yann was previously Head of Fixed Income, Money Market & Repo Trading France for Axa Investment Managers. Since July 2007, Yann was overseeing fixed-income trading activities on desks located in Paris, He joined AXA IM in 2004 as a senior fixed income trader & OTC Derivatives. Prior to joining AXA IM, he was a fixed income trader at IXIS AM for 4 years, and previously broker at Cantor Fitzgerald during 3 years. Yann started his financial career in 1992 by joining the French Broker group, Maison Roussin. Yann also co-chair the ICMA Secondary Market Practice committee since 2017.
Hayden Briscoe
Managing Director, Head of Fixed Income, Asia Pacific
UBS Asset Management

Hayden Briscoe has overall responsibility for all Asia Pacific fixed income activities at UBS Asset Management. This includes fixed income investment capabilities in Hong Kong, Singapore, Japan, Australia, and China. He is also a member of the Global Fixed Income Management and Global Fixed Income Investment Committees.

Prior to joining UBS Asset Management, Hayden was a Senior Vice President and Director of Asia Pacific Fixed Income at Alliance Bernstein. In this role he was instrumental in building out their Asian fixed income platform and responsible for regional and country portfolios as well as having input in global aggregate strategies. 

Hayden will be sharing his expertise on navigating China’s regulatory maze and how best to address the regulations in the local bond market.

Kheng Siang Ng
Head of Fixed Income, Asia Pacific
State Street Global Advisors

Kheng Siang is the Asia Pacific Head of Fixed Income at State Street Global Advisors, based in Singapore. He is responsible for leading the Asia Pacific fixed income teams managing global and local fixed income mandates as well as driving the regional effort to provide innovative fixed income solutions to clients in the region. Prior to joining SSGA in 2005, Kheng Siang was a portfolio manager at ABN AMRO Asset Management where he managed global fixed income portfolios. Kheng Siang started his career as a Portfolio Manager at Bank Negara Malaysia where he managed fixed income portfolios of the foreign reserves and held the position of Head of the Financial Market Analysis Section.

Gordon Tsui
Executive Director & Head of Fixed Income, Fixed Income Investment
Taikang Asset Management (Hong Kong)

Gordon Tsui heads the fixed income team at Taikang Asset Management (Hong Kong), which is a wholly-owned subsidiary of China’s leading domestic life insurer Taikang Insurance Group Inc. He has responsibility for managing Taikang’s USD bond portfolio as well as developing its third-party fixed income investment management business. Prior to joining Taikang in Dec 2014, Gordon was Deputy Chief Investment Officer of Hang Seng Investment Management and Lead Fund Manager of Hang Seng RMB Bond Fund, which won the “Best in Class” award for “RMB Bond” category in Hong Kong by Bloomberg Businessweek. Gordon obtained first class honours degree in Economics from the LSE on full scholarship awarded by Hong Kong SAR Government. He stationed in New York as the Representative of Hong Kong Monetary Authority between 2001 and 2004.

Ambarish Ray
Fixed Income Trader, Rates & FX Asia
T Rowe Price

Ambarish Ray is a senior trader in the Fixed Income Division at T. Rowe Price, based in the Hong Kong office. He trades Asia rates, Fixed Income and Foreign exchange. Ambarish has 17 years of industry experience, which includes 10 years of investment experience. He has traded across DM & EM, across Europe and Asia, and across local Rates, FX and Credit.

Leonard Kwan
Senior Fixed Income Trader
T Rowe Price

Leonard trades all the Asian Fixed Income, Rates and FX for T Rowe Price. He has 18 years of market experience, across DM & EM, across Europe and Asia, and across local Rates, FX and Credit.

Pierre-Emmanuel Charlier
Head of Fixed Income Trading, Asia
Pictet Asset Management

Pierre-Emmanuel Charlier joined Pictet Asset Management in 2007 and is the Head of Fixed Income Trading in Singapore. Prior to his current role which he started in February 2017, he was the Head of Fixed Income Trading in London for 4 years, and was a trader in Geneva for Pictet Am for 5 years.

Before joining Pictet, he worked for five years on the Execution Desk at CDC Ixis Asset Management in Paris, trading corporate bonds, credit defaults swaps and asset-backed securities for portfolios.

Byron Yap
Fixed Income Trader
E Fund Management

Byron is head trader for all Asian Fixed Income credit and rates for E Fund Management (HK). He has trading experience ranging across all EM investment grade, high-yield and local rates markets. Byron is also recognized as an esteemed investor for both local and g7 fixed income markets in 2017 and 2018.

Buy Side Strategy and Portfolio Management Expert Speakers

Jeffrey Johnson
Head of Fixed Income Asia Pacific
Vanguard Investments
Johnson is a Principal and Vanguard’s Head of the Fixed Income Group for Asia-Pacific. In this role, Jeffrey oversees the management of all fixed income, cash, currency hedging, multiasset and investment solution mandates. Prior to taking on his current role in June 2017, Jeffrey was Head of Investment Strategy Group (ISG) for Vanguard Asia-Pacific. In this role he oversaw a team of economists and senior investment analysts with primary responsibility for developing sound, thorough investment research and strategy. Jeffrey joined Vanguard in 2000, working with individual clients in the organisation’s High Net Worth department. In 2003, he became a Senior Investment Analyst in Vanguard’s Portfolio Review Department, where he was responsible for fund and manager oversight, due diligence on prospective managers, product management and development, institutional client service, and comanagement of a team of investment analysts. He then joined ISG in 2013.
Freddie Chen
Managing Director, Head of Portfolio Review, China
Vanguard Investments

Mr. Chen joined Vanguard Investments Hong Kong Limited in Oct 2017 as Managing Director and Head of Portfolio Review, China, looking after product strategy and product management of Vanguard’s China onshore and offshore business.  Before joining Vanguard, he spent 8 years with China Asset Management (HK) Limited, subsidiary of a leading mutual fund manager in China, in charge of sales, marketing and product development of the firm’s cross border business. Mr. Chen helped the company to launch and distribute various equity and fixed income mutual funds and ETFs to both Chinese and overseas investors. Previously, Mr. Chen was a Director at Deutsche Asset Management Hong Kong, covering Taiwan and China institutional markets during 2005-2009. Prior to that, Mr. Chen spent over 10 years with ABN AMRO Bank in corporate banking and equity derivatives in Taiwan. 

Jacky Tang
Head of Portfolio Management Group and Co-head of Investment Strategy Group Asia
Goldman Sachs Private Wealth Management

Jacky joined Goldman Sachs in 2012 and is currently Head of the Portfolio Management Group (PMG) and Co-Head of the Investment Strategy Group (ISG) in Asia. He is responsible for the centralized discretionary portfolio management for the ultra-high net worth and institutional clients across Asia. Prior to heading up PMG and ISG, he was head of the Portfolio Advisory Group in Asia advising clients on strategic asset allocation and tactical investment strategy. Prior to joining the firm, Jacky worked at Credit Suisse, where he was Head of Greater China equity research in their Private Banking and Asset Management division. Prior to that, he was Head of Hong Kong Equity Strategy at Merrill Lynch. Before that, Jacky also worked as an investment strategist at Brevan Howard Asset Management managing an emerging markets hedge fund. 

Luc Froehlich
Global Head of Investment Directing, Fixed Income
Fidelity International

Luc has managed pan-Asian multi-currency bond funds for retail and institutional investors such as central banks and pension funds, ranging from pure high-yield corporate credit to local government bonds and absolute return strategies.

Erwin Sanft
MD & Senior Portfolio Manager
E Fund Management

Mr. Erwin Sanft is a Managing Director and Senior Portfolio Manager at E Fund Management (HK). Mr. Sanft has 25 years investment experience in Asia-Pacific markets. He previously worked as the head of China research and strategy at BNP Paribas, Standard Chartered, CLSA and Macquarie. Mr. Sanft was the chief Asia-Pacific strategist and deputy head of research at BNP Paribas. Mr. Sanft’s research has included pioneering studies of Chinese corporate internationalization, the impact of the single-child generation on consumption, China’s move up the industrial ladder and the emergence of China as a separate asset class. 

Salman Ahmed
Chief Investment Strategist & Portfolio Manager
Lombard Odier Investment Managers

Salman Ahmed is chief investment strategist at Lombard Odier Investment Managers. He joined the company in January 2013. Prior to joining, Salman was head of global macro at EDF Trading (trading arm of EDF Group). Before that, he was a global macro economist at Goldman Sachs International from 2006 to 2009. Previously, he was an active equity research associate at Barclays Global Investors from 2005 to 2006, as well as at Goldman Sachs, where he completed an internship in 2004. He began his career as an investment analyst at Watson & Wyatt LLP in 2001

Binay Chandgothia
MD and Portfolio Manager, Principal Portfolio Strategies
Principal Global Investors

Binay is a Hong-Kong based Portfolio Manager for Principal Portfolio Strategies, the multi-asset allocation boutique of Principal Global Investors. His entire career spanning 24 years has been in portfolio management, encompassing asset allocation, fixed income and equities. Prior to his current role, he served as Chief Investment Officer for Principal Global Investors (Hong Kong) and Principal Asset Management (Asia) where he was responsible for overseeing investments in the Hong Kong region. He joined the Principal Financial Group in 2000 in India and was the Deputy Chief Investment Officer of Principal's Indian Mutual Fund operations before relocating to Hong Kong in 2005. Prior to that, he spent 7 years in various portfolio management roles with India's largest banking group, State Bank of India.

Richard Williamson
Managing Director
CreditEase Wealth Management

With more than 25 years’ global working experience in financial industry including asset management, banking, insurance and other financial services, Richard Williamson is an expert in financial product development, fund manager selection, platform development and corporate investment. Since 2002,Richard started working in Asia. He was first served in the Commonwealth Bank of Australia, and then worked for Baring Private Equity Asia. Prior to joining Credit Ease in 2014, Richard worked as a senior partner for Ernst & Young in charge of financial advisory services in Asia.

Victoria Mio
CIO China
Robeco Hong Kong

Victoria Mio is co-Head Asia Pacific Equities and CIO China at Robeco. She is the lead fund manager of the Chinese equities and Chinese A-Shares equities funds at Robeco. She has been part of the Hong Kong-based Asia-Pacific equities investment team since 2008. Prior to this, she spent 2 years in the emerging markets team in Robeco’s head office in Rotterdam, the Netherlands and in 2007 she started managing the Robeco Chinese Equities fund. Victoria Mio holds various professional designations, such as Chartered Financial Analyst, Certified Public Accountant (US) and a Financial Risk Manager. Before joining Robeco in 2006, Victoria Mio worked for seven years in the US and five years in China and held senior positions in several financial institutions including JPMorgan Chase & Co, Asterion Capital LLC, and Banco Nacional Ultramarino SA. Victoria Mio started her career in 1992 and has over 20 years of experience in financial service industry. Victoria Mio obtained an MBA in Finance from the Wharton School of the University of Pennsylvania. Victoria Mio also holds a Bachelor's degree in Accounting and Finance from the University of Macau.

Will Chung
Managing Director
China Everbright Assets Management
Anthony Cheung
MD, Global Head of ESG & Sustainable Investing
Hamon Investment Group

Anthony Cheung is Managing Director at Hamon Asset Management. He oversees the ESG and Sustainable Investing, Absolute Return and Alternative strategies across Hamon and Blackfriars Group. He is registered under the HK regulator as Responsible Officer for Asset Management (Type 9), Advising on Securities (Type 4) and Advising on Future Contracts (Type 5).

Prior to Hamon, Anthony served as Executive Director and Portfolio Manager, Asia Pacific at BNP Paribas in Hong Kong and as Senior Portfolio Manager at Pictet Asset Management in London, where he managed Asia total return funds. Before Pictet, Anthony worked at Gartmore Investment Management as an Investment Manager in the Global Emerging Markets team. Anthony was awarded Topgun Investment Minds of Asia 2012 and 2013, the only Asian fund manager based in Europe who received the award.

Ben Rudd
Chief Investment Officer
Prudential Hong Kong

Benjamin is the Chief Investment Officer of Prudential HK and leads the investment operations of Prudential. He established Prudential’s investment team and is responsible for developing the company’s investment strategy and asset allocation. Under Benjamin’s leadership, the investment team sets performance benchmarks, develops multi asset hedging strategies, manages fund managers and provides direction and advice to product management teams and distribution channels on investment‐related matters. Benjamin chairs Prudential’s Investment committee and is a member of the EXCO, ALCO, Product Steering and Risk committees.

Jiffriy Chandra
Co-founder and Managing partner
TransAsia Private Capital

Jiffriy Chandra as Managing Partner, leads the credit underwriting, structuring and risk management efforts at TA Group. JC was a former Partner and Head of Private Credits at Income Partners Asset Management (HK) Limited for over 15 years at one of the largest Asian debt asset manager with US$1.5 billion in AUM and over 20 years of track record in the Asian debt market.

Paul Heffner
CEO & Managing Partner
Adamas Asset Management

Mr. Heffner is a Co-founder, Managing Partner and Chief Executive Officer 

of Adamas. He has over 20 years of investment experience in Hong Kong and has extensive experience in asset management, marketing, and entrepreneurial ventures. 

Prior to the founding of Adamas, Mr. Heffner was a Partner/Chief Investment Officer and Founder of Ajia Partners Fund of Funds business. He was responsible for the development of Middle East relationship. During his tenure, Ajia Partners managed over USD2.5 billion in alternative investment funds focused on Asia. 

Barry Lau
Co-Founder, Managing Partner & CIO
Adamas Asset Management

Mr. Lau is a Co-founder, Managing Partner and Chief Investment Officer (Private Credit) of Adamas. Prior to the founding of Adamas, he was Head of Fund Derivatives Asia at BNP Paribas focused on structured collateralised lending on hedge fund assets.  

Prior to BNP Paribas, he was at ABN AMRO focused on structuring dynamic guarantees and credit derivative instruments.

He was formerly a lawyer at Clifford Chance LLP, London, focused on private equity and hedge fund establishments and investments.

Angie Lin
AMTD Strategic Capital

Ms. Angie Lin is the Co-Chief Executive Officer and Head of Investment Solutions, who is primarily responsible for overall management, strategic planning, business development and overseeing the investment solutions business of AMTD Strategic Capital Group. Ms. Lin joined AMTD Group in February 2012 and is the Head of Asset Management, where she set up the securities and wealth management business. She has served as AMTD's Head of Investment Solutions since February 5, 2016 when the Group commenced its investment solutions business.

Derek Mok
Chief Investment Officer
Fubon Convoy Asset Management

Mr. Derek Mok is the Chief Investment Officer of Fubon Convoy Asset Management (HK) Limited, a joint venture of Taiwan's Fubon Asset Management in Hong Kong. Before that, Derek was the Head of Asset Management and Chief Investment Officer of RHB Asset Management Limited, which is a wholly-owned subsidiary of RHB Investment Bank Berhad, and Director of Investment of Haitong International Asset Management Ltd. where he was responsible for managing Mandatory Provident Funds, unit trusts and private funds. Derek was also a Portfolio Manager with the Hong Kong Monetary Authority, responsible for managing the global equity portfolio exposure for the Exchange Fund. Moreover, Derek had worked in other renowned asset companies, including Guotai Junan Assets (Asia) Limited and BEA Union Investment Limited, responsible for managing equity investments for portfolios from insurance company, university and pension funds.

Ken Hui
Chief Operating Officer
Fullgoal Asset Management
Mr. Ken Hui is chief operating officer of Fullgoal Asset Management (HK) Limited. Prior to joining Fullgoal Asset Management (HK) Limited, Mr. Hui was operations manager at Samsung Asset Management (HK) Limited. From 1997 to 2008, Mr. Hui was operations manager at DNB Asset Management (Asia) Limited. Mr. Hui started his career as operations officer at HSBC Asset Management.
Brad Gibson
Head of Fixed Income Portfolio Management
AB Global

Brad Gibson is a Senior Vice President and Portfolio Manager at AB, focusing on regional Asian and global fixed-income portfolios. He is a member of the Global Fixed Income and Emerging Market Debt teams and is Head of Asia-Pacific Fixed Income portfolio management. Prior to joining AB in 2012, Gibson was the head of Rates Strategies at ING Investment Management Australia, where he was responsible for the management of a range of domestic, international, diversified, nominal and inflation-linked bond portfolios.

Francis C.Y. Ng
Director, Portfolio Management - Credits
STI Asset Management

Francis Ng is a Director and the Portfolio Manager of the STI Asia Credit Opportunities Fund at STI-Asset Management. He was previously with UBS, JPMorgan, SoftBank Investments, and most recently at a prominent Hong Kong ListCo investment firm prior to joining STI. Francis obtained a MBA degree from Hong Kong University of Science and Technology and dual BBA & BS degrees in Aviation Management & Aeronautical Science from University of North Dakota.

Gary Zhou
Director of Fixed Income Investments
China Securities International Asset Management

Mr. Gary Zhou is the Director of Fixed Income Investment at China Securities International Asset Management (CSCI AM). He is responsible for the overall Fixed Income investment activities and portfolio management of the company's fund and discretionary accounts, with a main focus on onshore/offshore Chinese rates and credit bonds. Prior to joining CSCI AM in Hong Kong in 2017, Mr Zhou working for six years in London and six years in Shanghai for several financial institutions including Barclays, Credit Suisse and Haitong. Mr Zhou holds a M.Sc in Mathematical Trading and Finance from CASS business school, City University London, and also a B.Sc in Statistics and Internet Computer Science from University of St. Andrews. 

Tariq Dennison
Investment Adviser, Portfolio Manager
GFM Asset Management

Tariq Dennison CFP manages discretionary portfolios of global stocks, bonds and ETFs for Asia and US-based pension plans and HNWIs at GFM Asset Management in Hong Kong.  His niche is understanding how to put together assets and ETFs across multiple markets and exchanges.  Tariq is a frequent writer and authoritative speaker on ETFs and presenter at the HKSFA, CFA Singapore, is a lecturer at ESSEC Business School, and has done educational webinars on ETFs and futures with Singapore Exchange.  Mr. Dennison has worked at Bear Stearns, J.P. Morgan, CIBC, and Societe Generale and holds a Masters in Financial Engineering from the University of California at Berkeley.

Lee Homin
Head of Asia Advisory and Regional Economist
Lombard Ordier

Homin Lee is Asia Macro Strategist and the Head of Portfolio Solutions, Asia at Lombard Odier. He is responsible for Lombard Odier’s investment strategy and macro research as well as cross-asset and currency recommendations in Asia.


Before joining the firm, Homin was an economic research analyst at Korea Life Insurance (now Hanwha) Economic Research Institute from 2007-2012, where he managed macro forecasting and thematic research on economies outside South Korea.


Previously, Homin served at Korea’s Ministry of Foreign Affairs and Trade for two years. At the Ministry, he performed legal research and oversaw medium-term demand forecasts for Korea’s travel documents.

Vincent Au
Head of Investment, MD
ALPS Advisory Hong Kong

Vincent joined ALPS Advisory in 2018 as Managing Director, Head of Investments. His main focuses are designing & developing investment strategies and solutions, selecting external managers and actively managing the company’s global multi-asset strategy. Prior to joining ALPS, Vincent was a senior portfolio manager at Asia Capital Re in Singapore, where he was responsible for managing the reinsurer’s multi-asset investments. Before joining Asia Capital Re, Vincent worked in the United Kingdom, as an alternative investment portfolio manager at Aerion, a multi-asset portfolio manager at MMC UK pension fund and a global bond fund manager at British Airways Pension. A holder of a master’s degree in International Trade and Finance from Lancaster University, UK. A CFA Charterholder.

Li Ying Lu
Senior Investment Strategist Fixed Income

Li Ying Lu is a Senior Portfolio Manager for the Fixed Income team at AllianceBernstein, focusing on global multi-sector strategies.  Prior to her relocation to Asia, she served on the investment teams for Global Multi-Sector, Emerging Market Debt and US Municipal Bond strategies in New York.  Lu joined AllianceBernstein in 2005.  She holds a BS in Finance from Carnegie Mellon University and is a CFA Charterholder.  

Danny Scinto
Senior Portfolio Manager
BFAM Partners

Danny manages the foreign exchange volatility and interest rate portfolios for BFAM Partners, a $3.5bn Hong Kong based, Asia-focused multi-strategy hedge fund.  Prior to joining BFAM Partners in Hong Kong in 2014, Danny spent 5 years dealing FX options at JPMorgan in both Singapore and New York on the Global FX Options trading team.  Danny earned his bachelor’s degree in Mathematics from Pomona College in Claremont, California in 2009.

Lin Li
MD & Head of Asset Allocations Strategy Research
CreditEase Wealth Management

Dr. Lin Li, Managing director, Head of asset allocations strategy research, CreditEase Wealth Management

Lin joined CreditEase Wealth Management as its head of asset allocation strategy research in late April 2017. Previously, she was Chief Economist for Greater China at Noble Group.

In her current and previous roles, Lin provides in-depth analysis and forward-looking insights to help her organisation’s various stakeholders better understand the macro environment and asset performances.

Over her career spanning 15 years, Lin has also held roles at the Wellington Management (Boston), Deutsche Bank (Hong Kong) and China International Capital Corporation (Hong Kong), with specialties in macroeconomics, foreign exchange, capital markets and multi-asset strategy research.

Alex Leung
Top Capital Development

Alex has over 20 years experience in securities, trading, investments, asset management and portfolio management.  He has also worked for HSBC, American Express, BOCI and Sun Hung Kai Financial in various management positions.

He has intensively involved in developing business strategies and oversee the development of asset management and investment management of HNW customers.  He has also involved in numerous principal investments fundraising, private placements, as well as debt and equity financing deals. Alex is familiar with various investment products and assist in all private fund projects, including fund structure set up, sales & marketing, product development and serves as an advisor to assist the corporate’s senior management to develop overall business development strategies.

Alex holds a MBA from University of London and is a Bachelor of Business Management from the Ryerson Polytechnic University.

Current SFC Type 1, 4, 9 Responsible Officer (RO).

Handling discretionary accounts and work for the interests of clients.

Prior experience in trading, middle/back office operations, understanding of risk management, compliance and settlements.

Strong presentation and communication skills, proven experience in managing portfolio and relationships with different level of people.

Girish Kumarguru
Managing Director, Portfolio Manager
China Everbright Assets Management

Girish Kumarguru co-manages the Everbright Dynamic Bond Fund (EDBF) and Everbright Convertible Opportunities Fund (ECOF) at China Everbright Limited. 

Girish Kumarguru has ~ 20 years’ experience spanning investments, proprietary trading, credit rating, and credit risk management. Girish has been a Portfolio Manager with China Everbright Limited since July 2012. Previously, Girish worked as a Director at the Principal Strategies Group (PSG) at ABN Amro / RBS, and in the Convertible Bond trading desk at RBS. Prior to that, he was a hedge fund credit risk analyst at ABN AMRO. Girish worked as a senior credit analyst at CRISIL (now, an S&P subsidiary) in Mumbai (India). Girish has a Masters of Technology (M.Tech.) in Mechanical Engineering from Indian Institute of Technology (IIT) Bombay with specialization in Operations Research and Management; and a PGDBM (Finance) from XLRI, Jamshedpur (India). Girish holds Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) certifications.

Regulatory Bodies and Association Speakers

Callum Henderson
Senior Director, Economic Analysis
Caisse de dépôt et placement du Québec (CDPQ)

Callum Henderson is an internationally-renowned market economist and strategist, specializing is Emerging Markets and Foreign Exchange. Callum has over 20 years' experience in financial markets and is the author of four books on Asia and FX markets. 

Callum Henderson started his career in financial journalism, moving to the research boutique Standard & Poor's MMS in 1994, first to cover G10 FX markets in New York and then to manage FX analysis in Asia from Hong Kong. He has a BA (Honours) in Politics, French and Economics from the University of Sunderland (1988) and an MA in Middle East Politics and Economics from the University of Exeter (1989).

Callum has been the Global Head of FX Research at Standard Chartered Bank from October 2004, based in Singapore. In this role, he created FX Research by client type for hedge funds, real money funds, central banks and corporates, delivering tailored solutions to specific client problems. Prior to that, he was the Head of Emerging Market Research at Bank of America, based in London.

Mushtaq Kapasi
Chief Representative, Asia Pacific
International Capital Market Association

Mushtaq Kapasi is ICMA’s Chief Representative for the Asia-Pacific region. He has been based in Hong Kong since 2002, engaged in senior strategy, capital market and legal roles covering the region at international banks active in Asia. He has worked as a lawyer in debt capital markets and derivatives, a structurer in equities and fixed income, a manager of complex trades with regulatory and accounting considerations, and an adviser to top executives on emerging market strategy. He has also served as a consultant on financial structures of renewable energy projects in frontier markets. He is a member of the New York State Bar, and studied mathematics at the University of Texas and law at Yale University.

Ricco Zhang
Director, Asia Pacific
International Capital Market Association (ICMA)

Ricco Zhang is Director, Asia Pacific of the International Capital Market Association (ICMA) based in Hong Kong. Mr Zhang is responsible for ICMA’s development in Greater China and works very closely with regulators, financial institutions and other organizations who are active at the capital markets in the region to promote and maintain the best market practice.

He has previously worked for international law firms, investment banks and other financial institutions engaged in capital market transactions and mergers and acquisitions in Asia and has extensive experience as a market practitioner. Mr Zhang graduated from the Faculty of Law of the University of Hong Kong.

Sally Wong
Hong Kong Investment Funds Association

Sally Wong is the Chief Executive Officer of the Hong Kong Investment Funds Association, which is a non-profit-making organization that represents the asset management industry in Hong Kong.  She represents the industry in liaising with the authorities, legislators, media and other stakeholder groups to discuss issues that have implications to the Hong Kong mutual fund market and the Mandatory Provident Fund (“MPF”) Schemes market. She also takes an active role in investor education and research initiatives. Mrs. Wong is a member of the Hong Kong Securities and Futures Commission (“SFC”) Committee on Real Estate Investment Trusts and a member of the MPF Guidelines Committee.  She is a member of the 7th Steering Committee on ChinaBond Indices Experts of the China Central Depository and Clearing Co., Ltd. and a core member of the China Ageing Finance Forum 50.  

Industry Expert Speakers

Brett Elvish
Financial Viewpoint

Brett Elvish is the founder of Financial Viewpoint established in 2007 to provide business and operational management advice for multi-manager investors and their service providers. He has more than 30 years’ experience on investment management and consulting. He is the Advisor to some of Australia’s largest asset owners and asset managers over more than 20 years, Chairman of Investment Management Consultants Association Australia, Deputy Chairman, SFA Economics and Investment Policy Council and CFA charterholder, B.Com., MBA. 

Jay Lee
Simmons & Simmons

Jay is experienced in advising banks and corporations on a wide variety of debt capital markets transactions (RMB bonds, G-3 bonds, equity-linked products, high yield bonds, asset backed securities and structured finances, MTNs, local currency bonds, and loan syndications). Jay also advises on structured debt products and derivatives transactions as well as mergers and acquisitions, asset management and other general corporate and finance matters.


Prior to joining Simmons & Simmons, he worked for Standard Chartered Bank as Head of DCM Legal - North East Asia where he was responsible for capital markets legal and documentation areas in China, Hong Kong, Korea, Taiwan and Japan. Before this, Jay worked for Citigroup Investment & Banking as Head of Legal at Citibank Korea. Jay has also worked for law firms in both Korea and New York. 

Sell Side and Technology Expert Speakers

Sebastian Born
Institutional Trader
Flow Traders Hong Kong
Sebastian Born works as an Institutional Trader at Flow Traders in Hong Kong, a global liquidity provider specialized in Exchange Traded Products. He is looking after its institutional counterparties in Hong Kong. Prior to Flow Traders Hong Kong, Sebastian was working at Flow Traders’ headquarters in Europe in a similar role. He holds a MSc in Mathematics from Goethe University Frankfurt.
Ian Shea
Head of Fixed Income Trading, Europe and Asia
Jane Street

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