Speakers
Christina Au-Yeung
Christina Au-Yeung is Head of Investment Management Services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, marketing and distribution of managed solutions and advisory portfolio services.
Prior to joining Morgan Stanley PWM Asia in 2018, Christina was a Vice President at Bank J. Safra Sarasin Ltd, Hong Kong. Christina started her career as a Marketing Executive at Tiburon Partners LLP, London.
Christina read Anthropology and Law at the London School of Economics and Political Science, United Kingdom.
Gabriel Chan
Gabriel is Managing Director and Head of Investment Services, Hong Kong. He is responsible for the development and delivery of investment services and offerings to clients in Hong Kong, as well as developing new initiatives and product ideas for local distribution.
Gabriel has over 17 years of experience in equity research and started his career in Wealth Management in 2017. Previously, he was the Head of Equity Research, APAC of BNP Paribas Securities Asia. He worked in a number of global financial institutions, including Credit Suisse,
CLSA and Standard & Poor's.
Gabriel holds both Bachelor and Master of Arts degrees in Economics from the Queen's University, Canada, and he is a Chartered Financial Analyst.
Jaye Chiu
Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia, overseeing all investment products, advisory services and brokerage services provided to personal, high-net-worth, corporate and institutional clients across the Bank’s Personal Banking, Private Banking, Wholesale Banking and BEA China. In particular, Jaye and his teams have been focusing on adopting technology-driven and cross-border wealth management solutions to benefit BEA’s clients within the region. Jaye is experienced in driving large-scale digitalization initiatives within the Wealth Management sector.
Previously, Jaye worked as Managing Director, Regional Head of Investment for Bank of Montreal (BMO) Private Bank in Asia and Senior Managing Director, Head of Investment Hong Kong at EFG Bank AG. Prior to these roles, Jaye also held other senior roles in HSBC Private Bank, BNP Paribas Wealth Management and UBS Wealth Management.
Jaye graduated with honors from Tepper School of Business - Carnegie Mellon University in the United States of America. He is a CAIA (Chartered Alternative Investment Analyst), CIWM (Certified International Wealth Management Diploma) and CPWP (Certified Private Wealth Professional) charter holder. Jaye speaks regularly at financial industry conferences and acts as a judge for various awards within the financial industry in Asia.
Jaye is actively involved in community work. He was appointed by the Chief Executive of HKSAR Government to be a member of Telecommunications Appeal Board and a member of Panel of Film Censorship Advisers. He was also Director & Club Secretary of the Rotary Club of the Peak, which focuses on local community service projects.
Jaye also has a keen interest in youth mentoring. He is an Honorable Mentor and Advisor to Hong Kong Federation of Business Students (HKFBS), a student body representing the top universities in Hong Kong. Jaye has also previously mentored students at London School of Economics (LSE) students through Hong Kong Public Affairs and Social Service (HKPASS) society.
John Cheng
John is responsible for managing the multi-asset funds solutions platform for LGT’s Asian clients. He is engaged in end -to-end funds due diligence for both public and private asset classes and is tasked with identifying, positioning and advising on best-In-class managed solutions across a carefully curated platform.
John joined LGT Bank in 2017. Prior to that, he commenced his career at Macquarie Bank in Sydney before moving to Zurich Capital Markets and Wilson HTM Investment Group. John moved to Hong Kong in 2012 and managed the platform of public and private fund solutions for Asian clients at Coutts Private Bank and Union Bancaire Privee.
John earned a B. Comm / LLB from the University of New South Wales and holds a Graduate Diploma of Applied Finance from FINSIA. He is an avid hiker and loves to spend his free time traversing the trails of Hong Kong and beyond.
Speakers
Julie Koo
Julie Koo is Global Head of Third Party Manager Solutions at Citi Global Wealth Investments and is responsible for Citi’s relationships with external fund managers and driving sales and marketing globally. Prior to her current role, Julie was Head of Citi Investment Management Sales for Asia Pacific.
Julie joined Citi in 2018 from UBS where she was Head of Institutional Distribution for Asia Pacific. She has over 25 years of investment and asset managing experience and has held leadership roles across international banks and asset managers.
Lina Lim
Prior to joining HSBC Global Private Banking, Ms. Lim worked for J.P Morgan Wealth Management over a decade in various capacities. Her most recent responsibility at J.P. Morgan Wealth Management was to spearhead Institutional Wealth Management’s discretionary business in Asia for family offices, endowments, non-profits and foundations. Before joining J.P. Morgan Wealth Management, Lina was a Responsible Officer and Senior Portfolio Manager with Sumitomo Mitsui Asset Management based in Hong Kong.
Ms. Lim is a member of the Chartered Association of Certified Accountants (ACCA) and Chartered Financial Analyst (CFA). She is an advocate for sustainable investing and has strong passion for charity. She previously served as board member in two non-profit-organisations focusing on women education and wellness. She holds a post graduate certificate on Business Sustainability by Cambridge Institute for Sustainability leadership, University of Cambridge, United Kingdom. She was also a speaker at the 4th Global Asset Allocation Focus (GAAF 2019) in Shanghai focusing on ESG investing.
Paula Ip
Yvonne Leung
Prior to joining J.P. Morgan, she spent six years at Goldman Sachs in Asia as an Executive Director in the Portfolio Management Group (PMG). Yvonne was a founding member of the Asia PMG team, which covers clients across different parts of Asia (ex. Japan). She interfaced directly with clients and advisors on investment philosophy, asset allocation, tactical views and portfolio customization. She was also responsible for overseeing trade execution and conducting portfolio reviews. Prior to that, she worked at HSBC Private Bank in a relationship management role. She possesses more than 20 years of experience in the financial industry.
Ms. Leung obtained her Bachelor of Commerce Degree from the University of British Columbia, and her Master of Studies from the Cambridge Institute of Sustainability Leadership at the University of Cambridge. She is also a CFA® charterholder.
Workshops
Workshops
Investing in China’s Future Growth Drivers
Presentation Summary:
Recent events have added urgency to China’s move away from property and infrastructure to a more diversified, self-sufficient, technology-led growth model. The innovation story is not new. China has already built global leadership in a number of areas. But this represents only the start of a long journey, and there is a long runway for growth. The market capitalisation of China’s top 20 software companies is only 4% of the US. The AI race is on, but what’s the durability of this trend?
Company Profile:
Allianz Global Investors is a leading active asset manager with over 600 investment professionals in over 20 offices worldwide and managing EUR 514 billion in assets. We invest for the long term and seek to generate value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their changing needs, and build solutions based on capabilities across public and private markets. Our focus on protecting and enhancing our clients’ assets leads naturally to a commitment to sustainability to drive positive change. Our goal is to elevate the investment experience for clients, whatever their location or objectives.
Speakers
Marco Yau
Portfolio Manager, Research Analyst
Marco is a Hong Kong-based research analyst with Allianz Global Investors specialising in the China financials and software sectors. He joined the firm in October 2018 and became co-lead portfolio manager of the AllianzGI China Future Technologies strategy in July 2022. Marco has 13 years of industry experience. Before joining Allianz Global Investors, he worked at CEB International Capital and CLSA Ltd, specialising in China financials. Marco holds a Bachelor of Arts degree in Economics from the University of Hong Kong, as well as an LLB degree from Manchester Metropolitan University.
Tessa Wong
Product Specialist
Tessa Wong is a Hong Kong-based product specialist with Allianz Global Investors. She joined the firm in 2017 and specializes in Greater China equity and Asian income strategies.
Tessa’s previous experience includes working at Citi and JP Morgan private bank, where she was the product manager overseeing the fund platform ranging from fixed income to multi asset and equity strategies.
Since joining Allianz Global Investors, Tessa has contributed significantly to the growth of the China A-Shares and All China equity strategies and has also led the development of our Asia and China Income franchise.
Tessa has a Bachelor of Social Science in Economics and minor in Finance from the Chinese University of Hong Kong and is also a CFA charterholder. She is fluent in English, Mandarin and Cantonese.
Unlocking Climate Transition Opportunity in Fixed Income
Presentation Summary:
As the world transitions towards net-zero emissions, rapid large-scale decarbonization is needed to limit global warming. Capital reallocation across all asset classes is required to facilitate that change, and we believe fixed income plays a critical role, while representing an attractive investment opportunity.
Allspring Global Investments will share more insights on how climate transition investment grade and high yield portfolios can effectively be decarbonized while enabling the transition to a net-zero economy without sacrificing performance with our climate transition credit strategies.
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 $547 billion in assets under advisement ( as of 30/6/23) and 23 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
Sarah Harrison
Senior Portfolio Manager, Plus Fixed Income
Sarah Harrison is a senior portfolio manager for the Plus Fixed Income team. She joined Allspring from Morgan Stanley, where she most recently was a credit portfolio manager serving as the lead on the European high yield strategies and a co-portfolio manager on the global high yield strategies. She began her investment industry career in 2009 and has a bachelor's degree in business administration from the Schulich School of Business.
Medtech & Services: Investing at the Intersection of Medical Innovation and Digitalization
Presentation Summary:
Medtech & Services comprises the entire healthcare sector excluding pharma and biotech, and makes up ca. 10% of global GDP. This provides a vast universe of innovative and attractive companies to invest in, while demographic trends give the sector a uniquely stable, non-cyclical demand function. The Bellevue Medtech & Services (Lux) fund offers access to the intersection of medical innovation and digitalization, and benefits from the defensive characteristics of the sector at the same time.
Company Profile:
Bellevue Funds (Lux) SICAV is an investment fund specialized in healthcare investing.
Sub-funds include actively managed UCITS funds focused on Biotechnology, Medtech, Digital Health, Asia Healthcare, and Sustainable Healthcare, managed by individual teams of investment professionals with distinct scientific backgrounds. The investment approach is scientific, research-based, bottom-up and committed to sustainable investing. The team is well-connected to leading healthcare experts, frequently participates in healthcare industry events and maintains ongoing idea exchanges and R&D updates with companies globally.
Speaker
Stefan Blum
Senior Portfolio Manager
Senior Portfolio Manager: Bellevue Medtech & Services (Lux) / Bellevue Digital Health (Lux)
- 25 years of professional experience in the healthcare sector
- Career history includes positions at Sonova AG, Obtree Technologies, Bank Sarasin (research analyst for medtech, TMT and other industries)
- Degree in Economics, University of St. Gallen, Switzerland. Certified European Financial Analyst, CEFA
The “Golden Age” of Private Credit: All That Glitters May Not Be Gold
Presentation Summary:
With the sharp rise in base rates and a resilient economy, floating rate private credit loans have outperformed other constituents of the fixed income universe, particularly when accounting for volatility. While secular tailwinds should continue to support private credit, the rapid expansion in AUM warrants a closer examination of the internals driving that growth. Private credit has shown the ability to weather macroeconomic shocks before, but it is a heterogenous asset class and is not immune from speculative excesses, as the 2021-vintage shows. Looking ahead, Benefit Street believes that a disciplined and selective approach will be the key to identifying dislocations in the market and generating sustainable returns over the next market cycle.
Company Profile - Franklin Templeton:
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over US$1.4 trillion in assets under management as of 30 June 2023.
Company Profile - Benefit Street Partners:
A leading, credit-focused alternative asset management firm for both institutions and high-net-worth investors.
The BSP team invests across the credit spectrum – from senior secured debt to subordinated debt, as well as both liquid and illiquid credit and seeks to generate attractive risk-adjusted returns. We have extensive experience deploying capital through multiple business cycles with the objective of delivering on the investment goals of our investors.
With our recent acquisition of Alcentra, BSP has 411 employees and 173 investment professionals. (as of 31 Mar 2023). Our senior management team has worked together for over two decades. The firm is led by a talented team of portfolio managers and investment professionals, which include a dedicated research team with sector-specific expertise. The firm’s complementary strategies leverage the proprietary sourcing, analytical, operational and compliance capabilities that encompass BSP’s robust institutional platform. Our headquarters are in New York, with additional offices in Boston, Rochester, West Palm Beach, Dallas and London. BSP is a wholly owned subsidiary of Franklin Resources, Inc. (Franklin Templeton).
Speaker
Anant Kumar
Managing Director, Head of Research, Benefit Street Partners (Franklin Templeton)
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Anant Kumar is Head of Research and a managing director with Benefit Street Partners and is based in our West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar worked in the capital markets advisory group at Lazard Frères and the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India.
Opportunities Today in Fixed Income
Presentation Summary:
With income being back in fixed income, where does Lord Abbett see some of the best opportunities across the capital stack and yield curve. Namely the relative value opportunity that exists across the high credit quality space at the front end of the yield curve. From a sector standpoint, what are some of the unique benefits & features of asset backed securities when incorporated into an overall fixed income portfolio.
Company Profile:
Lord Abbett is a 94-year-old, independent & privately owned, US founded asset management firm with USD 196bn in AUM with 100% of its revenue driven through active money management.
Lord Abbett has been growing faster than other active managers across the globe largely, where much of this explosive growth can come from their expertise in fixed income (which makes up USD 166bn of their USD 196bn under management). Beyond credit, Lord Abbett also has an equity platform highlighted by their innovation growth franchise.
The most recent growth area is in Asia as private banks have recognized their differentiated and proven approach to managing high quality, short duration fixed income. This includes their flagship USD 62bn Short Duration Income strategy, the largest actively managed short duration product in the category.
Speaker
Adam Castle
Partner, Portfolio Manager
Adam Castle is responsible for contributing to the management for the firm’s fixed income strategies with a focus on securitized credit and specialty finance. He manages Lord Abbett’s ABS & CLO team. Mr. Castle joined Lord Abbett in 2015 and was named Partner in 2022.
His previous experience includes serving as Vice President, Securitized Products Group in the investment bank at Credit Suisse and as Assistant Vice President and Research Analyst, Securitized Assets at AllianceBernstein. He has worked in the financial services industry since 2008.
He earned a BS in biology from Cornell University and is a holder of the Chartered Financial Analyst® (CFA) designation.