Fixed Income Hong Kong 2018

27 - 27 June, 2018

Harbour Grand, Hong Kong

+65 6722-9455

Speakers

Hong Kong Regulator

Archie Ng
Division Head (External Department)
Hong Kong Monetary Authority

Archie Ng is responsible for the development of renminbi business in Hong Kong, as well as liaison with Mainland authorities, and international organisations such as IMF. He joined the HKMA in 2014 and was appointed the present position in 2017. Archie will be doing a keynote presentation on the new regulatory reforms.

Buyside Speakers

Juan Landazabal
Global Head of Fixed Income Trading
Deutsche Asset and Wealth Management
Joined Deutsche AWM in 2013 with 19 years of industry experience. Prior to joining, Juan was Head of Fixed Income Trading at Fidelity Investments International, London. Previously, he served as Director of Credit Products, Capital Markets Division at Caja Madrid. Before, he was a Vice President in Debt Capital Markets at Santander Investments in New York and Madrid. Juan started his career in a management trainee program and corporate finance at BBVA in Madrid and New York
BA in Economics from Kingston University London; MSc in International Banking & Financial Studies from Heriot-Watt University, Scotland
Yann Couellan
Head of FICC Trading
BNP Paribas Asset Management
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.

Gordon Tsui
CFA, Executive Director & Head of Fixed Income
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.

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. 

Yan Pu
Head of Portfolio Review, Asia
Vanguard Investments

Yan Pu is Head of Portfolio Review, Asia, responsible for product management and development, capital markets and product-specific client engagement for Vanguard's Asia business. Before her relocation to Hong Kong, Yan served as co-head of Americas Bond Index team in the Vanguard Fixed Income Group, based in the US. In this role, she managed portfolios including the Short-Term Bond Index Fund, Total International Bond Index Fund and Emerging Markets Government Bond Index Fund. She also managed the Canadian Aggregate Bond Index ETF, Canadian Short-Term Bond Index ETF, Canadian Short-Term Corporate Bond Index ETF, U.S. Aggregate Bond Index (CAD-hedged) ETF and Global ex-U.S. Bond Index (CAD-hedged) ETF. Yan joined Vanguard in 2004, and holds a BS in international business from Jinan University in China and an MBA in finance from Drexel University. She also holds the Chartered Financial Analyst® certification.

Michael Levin
Head of Asset Management, Asia Pacific
Credit Suisse Wealth Management
Jacky Tan
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.

David Gibb
Head of Trading, Fixed Income
HSBC Global Asset Management
Mo Ji
Chief Economist, Asia, ex-Japan
Amundi Asset Management

Mo JI joins Amundi Asset Management in April 2015, as Chief Economist for Asia ex Japan, based in Hong Kong. Previously she works at Azentus Capital Management (prior Goldman Sachs Principle Strategies), as Global Chief Economist from April 2011. Prior to that, Mo has worked at Deutsche Bank from July 2009, as China economist, with Jun MA who is former Chief Economist of China’s central bank PBOC. 

Academically, Mo has studied her Ph.D. at Columbia University in NYC, under the supervision of Prof. Joseph E. Stiglitz, the 2001 Nobel Laureate in Economics, and has helped Prof. Stiglitz in advising the Chinese government in the past 12 consecutive years (2005-2017). Mo also holds M.A. from Peking University and B.A. from Renmin University in China, both in International Economics.

Keith Taylor
Director & Portfolio Management
BMO Global Asset Management

Keith Taylor, CFA, is a portfolio manager at BMO Global Asset Management (Asia) Ltd. He joined Guardian Group of Funds as a portfolio manager in March 2001, shortly before this firm was acquired by the Bank of Montreal. Since then Taylor has been involved with numerous investment mandates including several mutual funds and ETF products. In March 2014, he relocated to Asia to join BMO Global Asset Management's Hong Kong-based investment team. Taylor holds a B.A. (Honours) from Queen's University

Dr. Xuanlai He
Executive Director, Fixed Income Portfolio Manager
China Life Franklin Asset Management

Xuanlai He, executive director and senior fixed income portfolio manager at China Life Franklin Asset Management, has a global mandate to invest in fixed income products across the full capital structure. He is based out of Hong Kong.

Previously, Mr He has worked with Commerzbank in Germany and Singapore. He received a doctoral degree in Finance from Mannheim University and is a graduate from Fudan University. Mr He is a fluent speaker in Chinese, English and German.

Angus Hui
Head of Asian Credit and EM Credit
Schroders Investment Management

Angus Hui is the lead credit portfolio manager, Asian and EM Credit at Schroders (Hong Kong).  He also has overall responsibility for Schroders offshore RMB fixed income portfolios.  

Prior to assuming his current investment role in 2005, Angus Hui was responsible for credit research in Asia (excluding Japan) and fund management responsibilities in money market funds, Hong Kong dollar and global fixed income portfolios.  He was seconded to the Singapore office in 2005 and 2006.

Kai He
Head of Fixed Income
BOSERA Asset Management
Barry Lau
Co-Founder, Managing Partner & CIO (Private Investments)
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.

Tariq Dennison
Investment Adviser, Portfolio Manager, ETF Expert
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.

Wesley Chen
Quantitative Portfolio Manager
Allianz Global Investors

Wesley is a quantitative portfolio manager of multi-asset investment team at Allianz Global Investors (AGI) in Taiwan and currently manages a quantitative factor driven balanced fund which across many asset classes, including ETFs, bond portfolio, stock baskets.  He is particularly familiar with applying various derivatives (futures, options, swaps) composition strategies to dynamically reshape the portfolio risk as a more structured return style.

Before joining AGI in 2016, Wesley served as the head of fixed income department in Taiwan Cooperative Securities Investment Trust Co. He was responsible for a global high yield bond portfolio management. Moreover, he was actively involved in various quantitative strategies development, especially focus on arbitrage trading of FICC and volatility index (VIX) markets.  Meanwhile, He is also a lecturer of fixed income derivatives at CFFEX and EUREX Exchange.

Kheng Siang Ng
Asia Pacific Head of Fixed Income
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.

Jethro Goodchild
SVP, Portfolio Manager, Fixed Income, Asia
Aviva Investors

Jethro is Head of Asian Credit at Aviva Investors and is Senior Vice-President within the Asian Fixed Income team. Prior to joining Aviva Investors, Jethro was Deputy CIO for the Deutsche Asset Management office in Korea. In that role he managed asset allocation strategies along with global equity and fixed income fund of funds. Prior to his relocation to Korea within Deutsche Asset Management, Jethro was a Portfolio Manager for the Asian Fixed Income team in Singapore. 

Prior to his move to Asia, Jethro was a Portfolio Manager – Credit Markets at AMP Capital in Sydney, and an actuarial analyst in AMP Financial Services. 

Ashley Perrott
Head of Pan Asia Fixed Income
UBS Asset Management

Ashley Perrott is Head of Pan Asia fixed income within UBS AM and has over 30 years experience in fixed income markets. He and his team are responsible for the portfolio management of all Asia fixed income funds and mandates, covering both hard and local currency strategies. This also includes country specific portfolios, such as onshore China fixed income investments.

Ashley joined UBS AM in 2004 in the Sydney office, before moving to Singapore in 2008. He took on his current role in May 2012. Prior to joining UBS, Ashley gained extensive fund management experience covering a wide variety of investment markets and clients.

He was Head of Fixed Income at Westpac Investment Management for 5 years where his team was responsible for the management of all cash and fixed interest funds. Ashley has also previously worked as Head of Fixed Income at Barclays Global Investors (Australia) for 3 years and as a senior portfolio manager with AMP Investments for over 10 years, both in Australia and London.

Pierre-Emmanuel Charlier
Head of Fixed Income Trading, Asia
Pictet Asset Management
Gianluca Minieri
Global Head of Trading
Pioneer Investments

Gianluca Minieri is the Global Head of Trading where he oversees Pioneer Investments‘ trading operations worldwide in Asia, the U.S.A. and Europe. He is also the London Branch Manager, Pioneer Investment Management Limited (PIML). Prior to joining Pioneer Investments, Gianluca was the CEO and CIO of Monte Paschi Ireland Limited, where he set up and led a €1.7 billion proprietary trading operation. Before joining Monte Paschi Ireland in 1999, Gianluca was responsible for proprietary trading in Banca 121, Italy, where he previously held the role of Head of Risk Management. Before this, he has served as a Consultant in Arthur Andersen. Gianluca holds an MBA with the SAA Business School in Turin, and a specialisation in Finance through The Pace University and the Manhattan Institute of Management of New York. Gianluca holds a first-class honours degree in Economics and Banking Sciences. He is also a Certified Public Accountant.

Christine Kenny
Managing Director, Fixed Income Market Strategist
Loomis Sayles Investments

Christine Kenny is a managing director of Loomis Sayles Investments Limited (LSI), Loomis Sayles’ London-based entity. With more than 26 years of experience in the investment industry, she is head of the Loomis Sayles London office, a senior market strategist for the firm’s fixed income group and chief compliance officer. Christine joined LSI’s parent company, Loomis, Sayles & Company in 2001 as a senior trader on the investment grade trading desk. Previously, she was a senior trader at State Street Global Advisors, where she specialized in emerging markets and high yield debt. Christine began her career at Smith Barney.

Independent Expert Speakers

Parijat Banerjee
Management consultant | Wholesale and institutional financial services
Greenwich Associates

Parijat covers banks across Asia Pacific and is a specialist in our Markets sector. He has 9+ years of experience working with wholesale financial services institutions across APAC and the Middle East. Prior to joining Greenwich Associates, Parijat worked with Oliver Wyman in their Corporate and Institutional Banking practice, focusing on advising wholesale/Institutional businesses. Parijat has an MBA from the Indian Institute of Management (Ahmedabad) and a Bachelors from the Indian Institute of Technology.

Vijay Chander
Executive Director, Fixed Income
Asia Securities Industry & Financial Markets Association (ASIFMA)

Vijay Chander is focused on working with the various fixed income committees and playing a significant role in standardising credit markets across to allow greater cross-border flows to improve liquidity and keep Asian savings in the region. He also helps address other initiatives in the tax and compliance areas. 

Vijay has over twenty-five years’ experience on both the buy and the sell sides of the fixed income and credit universe, having worked at Citibank, Lehman Brothers, the Prudential, BNP Paribas, Bear Stearns and most recently at Standard Chartered where he was the global head of credit strategy, before joining ASIFMA. Vijay’s career has been largely focused on Asia. He has worked in a variety of capacities, which include foreign exchange and credit trading/ structuring, risk management and credit portfolio management, analysis and strategy.

Brett Elvish
CEO and Founder
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. 

Callum Henderson
Managing Director, Global Markets
Eurasia Group

Callum Henderson manages the Singapore office of Eurasia Group, targeting institutional investor clients across the Asia Pacific region. His research focuses on political-economy strategy for investors and corporates, and is reflected in Global Strategy publications such as GIS.

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.

Solution Providers

Jesper Bruun-Olsen
Head of Asia-Pacific
Algomi

Before joining Algomi, Jesper spent eleven years at Tradeweb, most recently as Managing Director, Asia-Pacific from 2001 to 2012. 

Jesper joined as part of the early team that established Tradeweb in Europe. In 2004 he was appointed to head up the company's expansion into APAC, initially based in Japan and later Hong Kong. Most recently, he held the position of Managing Director at OANDA in the region. 

He holds a degree in Commerce and Finance from Copenhagen Business School, and also participates in the European Commission sponsored Executive Training Programme (ETP) focused on conducting business in Japan.

Brett Pybus CFA
Managing Director, Fixed Income ETF Product Strategy
BlackRock

Brett Pybus, CFA, Managing Director, is a member of the Product Strategy Team within BlackRock's Global Fixed Income Portfolio Management Group.

Having joined in 2013, he focuses on Model-Based Fixed Income in the UK and leads the iShares EMEA Fixed Income Product Strategy team.

Before joining BlackRock, Mr Pybus worked at UBS Global Asset Management from 2008-2013 as a fixed income investment specialist where he focused on global, currency and high yield strategies. Prior to that he worked for Lehman Brothers Asset Management from 2005-2008 covering the full range of fixed income strategies as a product specialist. Mr Pybus started his career at Morgan Stanley Investment Management as part of the Strategic Planning and Product Development group from 1999-2005.

Mr Pybus holds an MSc in Economics from University College London and a BSc in Economics from the University of Southampton. He is also a CFA charterholder.

Kem Husain
Head of APAC Sales
AxeTrading

Kem has over 15 years of capital market experience and has just joined AxeTrading to lead sales in the APAC region. Over the last 8 years he has worked as a senior sales figure in Societe Generale and HSBC’s fixed income ecommerce teams. Kem helped to grow the Rates, Credit and Emerging Markets businesses through his expertise in electronic trading, market structure and execution advisory services.

Kem honed his etrading knowledge with roles at both Bloomberg and Reuters but started his career at Hemscott in the late 90’s. Having worked at both sellside and vendor institutions, Kem has been able to have unique insight of market structural changes over the last 10 years.

Kem holds a Business Administration degree from the University of the West of England in Bristol.

Richard Schiffman
Head of Open Trading
MarketAxess

Richard Schiffman joined MarketAxess from BlackRock Financial Management where he was a Managing Director from August 2010 to August 2013, leading the Aladdin Trading Network (ATN) Open Trading initiative. At MarketAxess Richard is responsible for managing the development and implementation of the firm’s Open Trading efforts. Previously Richard had been with MarketAxess for ten years, having joined the firm at its inception in April 2000. Over that period he held several key roles including Head of New Business Development, Head of Information Services, Investment Grade Trading Product Manager and Chief Technology Officer. Prior to joining MarketAxess, Richard was Vice President and Manager of Fixed Income Research Technology at J.P. Morgan, where he was employed in a variety of positions from March 1992 to April 2000.

Mark Goodman
Managing Director, Global Head of Electronic Execution (FX, Rates, Credit,
UBS Investment Bank
Mark Goodman originally joined SBC Warburg in 1997 and has worked in a variety of Electronic Equity Distribution roles throughout his career with UBS in both London and New York. In 2009 he joined Societe Generale to head their electronic business for Cash Equities and Equity Derivatives. In 2015 Mark re-joined UBS as Global Head of Electronic Execution for agency services across FX, Rates, Futures and Credit.
Herb Werth
Managing Director, Global Head of Buy Side Product Strategy and Marketing
IPREO
Simon McGhee
Head of ETF Advisory
Bluefin Europe

Simon is Head of ETF Advisory at Bluefin Europe. He is responsible for all aspects of sales and business development across EMEA and has over a decade of buy and sell side experience within the ETF industry having held sales and trading roles in London.

Prior to joining Bluefin in April 2014, he worked for BlackRock iShares raising seed capital and spear heading market making and distribution initiatives with clients in the UK, Germany and Switzerland. Simon has also held equity sales and program trading roles at Tradition and Barclays Capital in London.

An associate member of the Chartered Institute for Securities & Investment (CISI), Simon is a keen amateur rugby player and fan of English cricket. He Lives in Hertfordshire with his wife and three children.