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

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.

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

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.

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.

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.

Li Ying Lu
Senior Portfolio Manager
Alliance Bernstein

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.  

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.

Thomas Wu
Team Head Asia Fixed Income
Pictet Wealth Management
James Hu
Executive Director and Senior Portfolio Manager
Income Partners

James Hu joined Income Partners investment team in early 2014 as Portfolio Manager. His work concentrates on mainly onshore RMB (“CNY”)/ offshore RMB (“CNH”) related investment, including portfolio management of the Firm’s RQFII onshore CNY bond fund, the offshore CNH Investment Grade bond strategy, and CNY rates derivatives trading. Currently, also a member of the Investment Committee. He also covers Asian USD credit bonds issued by greater China issuers.

James’ role is to closely monitor China's macro-economic trend as well as Central Bank policies and decisions. He formulates trading ideas based on comprehensive analysis of liquidity, demand-supply, credit and rates movement.

With a strong statistical and mathematical background, James builds and develops time series and regression models which help him predict economic data and discover trading opportunities.

Prior to Income Partners, James worked as a CNY rates trader at Citibank (China) Head Office, where he focused on onshore bond, derivatives trading, and also traded G7 FX and G3 rates. He has served as one of People’s Bank of China's Open Market Operation prime dealers and interbank bond market makers and he maintains in-depth relationships with onshore regulators and market participants.

James holds a PhD degree in statistics from Yale University (2010) and a Bachelor of Science degree in mathematics from Hong Kong University of Science and Technology (2004). He speaks Mandarin, English and Cantonese.

Gary Sum
Chairman
Swiss Capital Group

Mr. Gary Sum is Chairman of SwissCapital Asia franchise in Swiss-heritage multi-family office for Chinese/Chaozhou community in Asia; Executive Chairman of Chaozhou Capital; Vice Chairman of SwissCapital Global Commodities Trading Corporation; Chairman of SwissCapital Media and Culture Fund; Board Senior Advisor of VIPC Capital among other directorships. Mr. Sum was Founding President, head of private bankers division of Bank of China's first overseas private bank; formerly executive of UBS AG, EFG Bank and Royal Dutch/Shell Group.

Mr. Sum was elected Chinese People's Political Consultative Conference (CPPCC 中國政協委員) Chaozhou City Committee (10th Term since 2007); board executive director of the International Teochew (Chaozhou) Youth Federation; Executive Director YEC, Chinese General Chamber of Commerce; Honorary Advisor of YEC, HK Chiu On Association; Vice Chairman YEC, HK Chaoren Association; President of China HK Youth Board of Directors; Chairman, Financial Services Committee of Guangzhou General Chamber of Commerce; Head of Investment Bank Delegation to Central China Henan 2012; Honorary Advisor, HK Youth Thinktank; Advisor Mentor of CUMBA EMP Program. Leveraging on these, he serves family office clients in Asian niche markets with tailored onshore structures and offshore SPV/SPC portfolios and advocates Family ETF for philanthropic interest.

Angie Lin
Co-CEO
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.

Ms. Lin has over 10 years of experience in the financial products trading and investment advisory. From March 2009 to January 2012, she worked at Polaris Securities (Hong Kong) Limited, a leading Taiwan-funded brokerage firm in Hong Kong, where she was primarily responsible for fixed income financial products trading and lastly served as an associate director of financial product department. From February 2006 to August 2007, she was an investment analyst at ISM Media, a firm principally engaged in legal and direct investments in London, where she focused on offshore investments and handled tax-related and legal matters. Ms. Lin holds Responsible Officer of Type 1 (Dealing in Securities) and Type 9 (Asset Management) licenses under the SFC.

Homin Lee
Head of Asia Advisory and Regional Economist
Lombard Ordier Asia
Vincent Jiang
Deputy Head Asset Management
China Silk Road International Capital

Mr. Jiang joined China Silk Road International Capital in 2017. He is responsible for setting up cross border asset management platform and managing diversified fixed income portfolios. Mr. Jiang has extensive experience in global fixed income, structured finance and strategic asset allocation. Before joining China Silk Road International Capital, he was responsible for FICC trading and investment at a leading Chinese bank. Mr. Jiang started his career as a derivatives trader at a foreign bank in Hong Kong.

Independent Expert Speakers

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. 

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

Dennis Baillon
Director of Sales, Asia Pacific
Charles River Development
Christophe Roupie
Head of Europe and Asia
MarketAxess
Viktor Östebo
Head of Institutional Trading
Flow Traders Asia Pte. Ltd.
Ecaterina Bigos
Vice President
BlackRock iShares

Ecaterina Bigos, Vice President, is a member of the Product Strategy team within BlackRock's Fixed Income Portfolio Management Group. She joined in 2012 as a fixed income strategist focusing on iShares. Before joining BlackRock, Ecaterina worked at UBS and Credit Suisse as a product specialist in global synthetic equity. Prior to that she was at Dresdner Kleinwort where she started in corporate solutions group covering EMEA, then moving on to cross asset financing group focusing on hedge funds. She holds a Master in Finance from Cass Business School and a Bachelor degree from Academy of Economic Studies in Bucharest.

Celine Cheng
Director Fixed Income E-sales
UBS Investment Bank
Philipp Sterner
Head of Sales, Asia
MarketAxess

Philipp Sterner Head of Sales, Asia MarketAxess Philipp Sterner joined MarketAxess in 2013 and is the Head of Sales, Asia. He is responsible for business development across the Asia-Pacific region, managing a team of investor client and dealer relationship managers based in Hong Kong and Singapore. Mr. Sterner began his career with MarketAxess in its London office, relocating in 2015 to expand MarketAxess’ presence in Hong Kong. Prior to MarketAxess, Mr. Sterner was a Credit Market Sales Specialist with Tradeweb. Mr. Sterner also has experience with credit market data products, holding sales roles at Markit (now IHS Markit) and Standard & Poor’s. He began his career with Dresdner Kleinwort (now Commerzbank). Mr. Sterner received his Bachelors of Arts in Business Studies from the University of Westminster.

Li Renn Tsai
MD and Head of Asia
Tradeweb

Li Renn Tsai is Managing Director, Head of Asia at Tradeweb responsible for developing the firm’s business in the region. Mr Tsai joined Tradeweb in March 2017 from the Singapore Exchange (SGX), where he held the position of Senior Vice President, Head of Fixed Income Trading. 

Before joining SGX in 2013, Mr Tsai was Senior Vice President of Debt Capital Markets at DBS Bank, after serving as Fixed Income Investment Director and a member of the Management Committee at DBS Asset Management since 2009. Prior to that, he was the Managing Director and Head of Structured Solutions at UBS.

Mr Tsai holds a BSE in Electrical Engineering from Princeton University and an MBA in Finance from The Wharton School, University of Pennsylvania.


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.

Kem Husain
Head of APAC Sales
AxeTrading

Kem has over 18 years of capital market experience and joined AxeTrading in late 2017 to head up sales in the Asia Pacific 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 sell-side 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.

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.