Workshops
Workshops
Fund Group Workshop - Venture Capital & Growth Equity
Company Profile: StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to its clients. As of March 31, 2025, StepStone was responsible for approximately $709 billion of total capital, including $189 billion of assets under management. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.
Speakers
JianHao Low
Director, StepStone Private Wealth
JianHao is a Director of the Business Development team at StepStone Group based in Singapore, where he leads private wealth distribution across Asia.
Prior to joining StepStone, JianHao served as Vice President at Morgan Stanley Private Wealth Management Asia, where he oversaw fund selection and distribution activities as the Managed Products Advisory Lead in Singapore. Before that, Mr. Low spent several years as an Alternative Investments Specialist at UBS Global Wealth Management and HSBC Private Banking where he provided private markets and hedge funds advisory services to private wealth clients across Asia Pacific.
JianHao holds a Bachelor of Accountancy (Double Major in Banking & Finance) from Nanyang Technological University and is a CFA, CAIA and CA charterholder.
Representatives
The Strategic Case for Gold: Current Drivers and Market Outlook
Gold’s enduring appeal stems from its diverse global demand—spanning jewellery, investment, technology, and central bank reserves. This broad-based demand has historically contributed to gold’s low correlation with traditional asset classes like stocks and bonds, making it a compelling choice for investors seeking portfolio diversification and long-term capital preservation. As gold prices continue to set new records in 2025, what’s fueling this sustained bull market? And looking ahead to 2026, how strong is the investment case for gold—and what factors could shape its outlook?
Workshop Objectives: To help investors explore how strategic gold allocation can enhance portfolio performance and optimized investment strategies.
Company Profile: At State Street Investment Management, we have been helping to deliver better outcomes to institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to create a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.
*This figure is presented as of June 30, 2025 and includes ETF AUM of $1,689.83 billion USD of which approximately $116.05 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.
Speakers
Robin Tsui
APAC Gold Strategist, State Street Investment Management
Mr Robin Tsui (CAIA, CA ANZ, HKICPA) is the APAC Gold Strategist at State Street Investment Management, where he partners with institutional and intermediary sales efforts across the region to elevate investor awareness of gold as a strategic asset class. He leads the gold strategy in APAC, driving market share growth for State Street’s gold offerings—including the SPDR Gold ETF suite—through research, education, product positioning, as well as client and media engagement
Representatives
Joanne Siu
Head of Intermediary Client Coverage for Greater China
Speakers
Albert Yang
Albert Yang is a Managing Director and the Head of the Alternative Investments Group at J.P. Morgan Private Bank in Asia. Based in Hong Kong, he advises private clients on global alternative investments
opportunities. His responsibilities also include sourcing of hedge fund,
private equity, real estate and direct deals in Asia.
Prior to joining J.P. Morgan in 2011, he was a Vice President on the investment team at Vision Investment Management, an Asian hedge fund-of-funds based in Hong Kong. He was responsible for investment due diligence on all hedge funds that are located in China, Hong Kong, Taiwan and Korea. From 2003-2008, Mr. Yang worked at Citi Private Bank’s Alternative Investment Advisory Research in New York, USA. While in this capacity, he performed hedge fund due diligence for all non-US funds with a focus on Asian managers. Before joining Citi, Mr. Yang was an investment consultant on alternative and traditional asset classes for pension plans with RogersCasey in Connecticut, USA.
Mr. Yang received a Bachelor of Science in Finance and Management Information System from the McIntire School of Commerce at the University of Virginia, where he graduated with distinction. He holds the designation of Chartered Financial Analyst (CFA) and is a Chartered
Alternative Investment Analyst (CAIA).
Gunther Jost
Gunther Jost is a Managing Director and Head GWM Alternatives Specialists APAC for Unified Global Alternatives at UBS. He has over 23 years of experience in the financial industry with focus on advising both institutional and private investors on Alternative Investments. Before joining UBS, Gunther was Head of Sales & Marketing and a member of the Management Committee at SAIL Advisors, a Hong Kong-headquartered Fund of Hedge Funds. Prior to that, he was a Senior Product Specialist for Alternative Investments at Union Alternative Assets, a subsidiary of German Asset Manager Union Investment, where he advised institutional investors on investments in Hedge Funds, Private Equity and Structured Credit. Previously Gunther worked as an Investment Consultant for high net worth individuals for the Private Banking Division of Deutsche Bank. He started his career at SGZ-Bank in Frankfurt/Germany. Gunther holds a Master's degree in Business Administration (Diplom-Kaufmann) from the University of Passau/Germany, and is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).
Lily Chan
Lily is head of Alternatives for Wealth within Asset & Wealth Management and head of Alternative Capital Markets for Asia Pacific.
In her role, she oversees Asia Pacific alternative platforms and alternative product strategy across wealth client businesses. Lily works with leadership across the Client Solutions Group in Asia Pacific to drive the growth of Goldman Sachs' alternative investing platform with individual investors across the region.
She joined the firm in 2012 as an associate in Alternative Capital Markets team in Hong Kong and was named managing director in 2017.
Prior to joining Goldman Sachs, Lily worked at Credit Suisse Asset Management, Archer Asia and KBC Asia fund of funds where her responsibilities included portfolio management, manager selection, investment due diligence and hedge fund advisory services.
Lily earned a Bachelor of Commerce in
Accounting from the University of Queensland in Australia.
Mathieu Forcioli
Mathieu is currently Global Head and Asia Pacific Head of Alternatives, in our Global Private Banking and Wealth Division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, Real Estate funds and other private investment opportunities to HSBC’s private banking and wealth customers.
Prior to joining HSBC, Mathieu set-up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds.
Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in Private equity funds.
In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the Wealth Management Private Markets Distribution team and the Institutional Investments group for APAC. Mathieu also held equity capital markets, structuring and derivatives positions in the investment banking divisions of UBS, Merrill Lynch and Calyon in London and Paris.
Mathieu holds a Master’s degree in Applied Mathematics for Finance from Ecole Centrale Paris.
Stephen Sheung
Stephen Sheung is the Head of Alternative Investments & Managed Solutions at Bank of Singapore’s Hong Kong branch. In this role, he leads a team of product specialists to drive the overall growth of the bank’s managed investments and alternative investments business. Stephen is experienced in portfolio advisory, portfolio management and investment strategy at various financial institutions including UBS Global Wealth Management and HSBC Global Private Banking.
Stephen holds a Master of International & Public Affairs from the University of Hong Kong and a Bachelor of Mathematics (Actuarial Science) from the University of Waterloo in Canada. He is a certified CFA and FRM, and has obtained the CFA Certificate in ESG Investing.
Workshops
Workshops
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Beyond Boundaries: The Power of Unconstrained Bond Strategies
This presentation explores Allspring’s differentiated approach to flexible fixed income investing and why it delivers more. More opportunistic. More diversified. More consistent. This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles.
We'll also show why it’s the ideal time to revisit flexible fixed income strategies. Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago. We’ll also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market.
Workshop Objective:
1. Understand the key components of a multi-sector fixed income investment process, including security selection, sector allocation, and risk management techniques.
2. Analyse the relative value and risk-return characteristics of major fixed income sectors, such as government bonds, corporate credit, high yield, emerging markets, and securitized products.
3. Evaluate the current market environment and economic factors influencing various fixed income sectors.
Company Profile: Allspring Global Investments, a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. With more than $570 billion in assets under advisement (as of 31/3/2024) and 21 offices around the world, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.
Speaker
Noah Wise, CFA
Senior Portfolio Manager, Plus Fixed Income
Noah Wise is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before that, Noah worked as a lead market maker for Interactive Brokers. He earned a bachelor’s degree in finance and a master’s degree in business administration from the University of Wisconsin, Madison. Noah has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Representatives
Priscilla Phoon
Head of Sales, Singapore
Wilson Yeoh
International Client Associate