Workshops
Workshops
Income: Take It or Leave It
Investors often assume that income strategies sacrifice growth, but we believe they can serve as the core of a well-balanced portfolio. Our Global Equity Enhanced Income strategy delivers a 6% p.a. yield by combining high dividend-paying equities with options, ensuring consistent income without compromising total return.
We’ll discuss how our proprietary stock selection model seeks out attractively valued, high-quality companies with good market support to create a portfolio of solid companies with sustainable dividends while also preserving diversification across styles, sectors and regions.
By selectively including up to 10% non-dividend payers, we can access growth opportunities within the universe to help boost our overall total return.
Whether investors want to reinvest their income for compounding or withdraw it for cash flow, our approach provides a versatile solution that allows investors to decide whether to take it or leave it.
Workshop Objectives: Showcase why GEEI fund can fit into clients’ portfolios under current market conditions, highlighting how our approach balances income generation, capital growth, and diversification to create a resilient, all-weather portfolio that can quite literally last a lifetime.
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 $605 billion in assets under advisement (as of 31/12/2024) and 20 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.
Speakers
Wai Lee
Senior Portfolio Manager and Head of Systematic Research
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Wai Lee is senior portfolio manager and head of systematic research at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Wai joined WFAM from Neuberger Berman, where he was the head of quantitative investments and a senior portfolio manager. Previously, he was the head of the quantitative engineering group at Credit Suisse Asset Management. Before joining the industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business.
Representatives
Priscilla Phoon
Head of Sales, Financial Institutions (Asia ex-Japan)
Kelly Lam
APAC Client Relationship Director
Arthur Lee
International Client Associate
Navigating Opportunities in Global High Yield Bonds
Join Adam Darling, Investment Manager, as he delves into the dynamic landscape of Global High Yield Bonds. In this engaging session, Adam will highlight the current opportunities within the asset class, showcasing the potential to achieve equity-like returns with lower volatility over the long term. Attendees will gain insights into the macro environment, credit spreads, interest rates, and the fund's performance, celebrating its recent 5-year anniversary. Expect an interactive discussion where Adam will address audience queries and provide a comprehensive view of the investment philosophy and decision-making process.
Workshop Objective: Gain a thorough understanding of the Global High Yield Bond market and its unique advantages.
Speakers
Adam Darling
Investment Manager, Fixed Income
Representatives
Karen Cheng
Head of Sales, North Asia
Before joining Jupiter, Karen was Director, North Asia Sales at Merian Global Investors, which was acquired by Jupiter in 2020. Prior to this, she worked as Head of Hong Kong Intermediaries at T. Rowe Price as well as Intermediary Sales responsible for Private Bank Distribution at J.P. Morgan AssetManagement. She has also worked at Coutts and HSBC Private Bank as Relationship Manager Assistant and Investment Consultant serving high net-worth clients.
Karen earned her Master of Finance degree from Hong Kong University of Science & Technology and Bachelor of Commerce from University of British Columbia
Cody Law
Sales Director, Hong Kong
Cody has more than 20 years' industry experience in financial services. Prior to joining Jupiter, Cody was with Janus Henderson Investors for 4 years, where his last appointment was Director, Intermediary Sales, where he cultivated wholesale channel partnerships and managed client relationships in Hong Kong. Prior to this, he worked as Division Investment Counsellor in RBWM HSBC Hong Kong for 7 years, leading a team of investment counsellors serving Premier and Jade customers. He has also worked at Citibank and Standard Chartered Bank as Investment Consultant and Relationship Manager serving their Citigold and Priority banking clients. Cody earned his Bachelor of Engineering from University of Hong Kong.
Jeff Au
Client Service Manager
The Case for Europe Long/Short Investing: Why Now
Amidst geopolitical shifts, structural changes, and market dispersion, we believe now is an opportune time to invest in Europe. With recovery meeting opportunity, Alex Chambers will highlight how Europe has the potential to offer a unique blend of innovation and strategic growth.
The Wellington Strategic European Equity Long/Short Fund is a fundamental, bottom-up driven strategy, focused on European equity markets, taking a low net and beta exposure. The Fund was launched in 2014 and over the past 10 years of investing has achieved double-digit net returns, while diversifying client’s portfolios.
In this session, Alex will offer perspectives on positioning portfolios for the future, sharing insights into the Fund’s profile, performance, investment strategy, and risk management process.
Workshop Objective: To discuss recent performance of the fund, portfolio construction and opportunities we are seeing in the market today.
Company Profile: Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 3,000 clients in more than 60 countries. The firm manages more than USD$1.2 trillion1 for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.
1 As at December 2025
Speakers
Alex Chambers
Director of Alternatives, Hedge Funds, APAC
As a director of alternatives, Alex leads our engagement with clients and prospects on Wellington’s alternatives platform, across the firm’s range of hedge fund strategies.
Prior to joining Wellington, Alex was an executive director at Man Group plc where he oversaw business development for Man’s client base in Hong Kong, Singapore, and South Korea. Prior to this, he held various roles at Man’s fund of hedge funds investment division in London.
NETWORKING SPONSOR
Speakers
Richard O’Connell
Head of Business Development – EMEA
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Richard works with advisors, family offices and institutions through the firm’s UCITS funds, sub-advisory and separate accounts for non-US investors. He is based in the London, UK office.
Prior to joining Smead Capital Management, Richard was Managing Partner, Head of Business Development and CEO for Columbus Point LLP. Previously he was with RO’C Advisory and UBS Asset Management.
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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.
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Connie Sin
Connie Sin joined Nomura in 2024 as Head of Funds and Alternatives for International Wealth Management. She is responsible for leading and developing strategies for the managed funds business across the region by balancing innovative product offerings with strong advisory services. She also brings a client-focused approach to alternative investments.
Connie has been in the wealth management and asset management industries for two decades, with experiences as fund advisor and investment director. Prior to joining Nomura, Connie held a similar role as Head of Managed Investments with Standard Chartered in Hong Kong, responsible for the managed investments distribution business and overall strategy. Before that, Connie was an Executive Director in the fund advisory team at BNP Paribas Wealth Management.
She has also worked at other financial institutions including Citibank, AIG Private Bank and CLSA. Connie is a CFA charter holder and has a Master’s degree in China Business from The Hong Kong University of Science and Technology, and a Bachelor of Commerce from University of British Columbia, Canada.
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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 20 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.
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Yvonne Leung
Yvonne Leung is a Managing Director and Head of Managed Solutions at J.P. Morgan Private Bank in Asia. Based in Hong Kong, she serves as an impactful partner who works closely with Advisors and Portfolio Management teams in delivering core multi-asset managed solutions to clients and prospects in the region.
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.
Speakers
Josephine Tom
As Fixed Income Specialist, Josephine is responsible for providing advice on fixed income to Indosuez Wealth Management’s key clients in Hong Kong, as well as contributing to the global fixed income team. Josephine has over 20 years of experience specialising in fixed income.
Prior to joining Indosuez Wealth Management, Josephine began her career with Societe Generale in Hong Kong in 2001 as Vice President of Origination/Syndicate & Structured Derivatives, covering Greater China and South Korea. She later spent 16 years with DBS Bank in Hong Kong. In her role as the Fixed Income Sales Head with DBS Bank from 2019 to 2021, she led a team that deepened the bank’s franchise in G7 and local currencies in the Asian credit capital markets.
Priyanka Boghani
Priyanka is editor of Citywire Asia and Middle East, and has also worked for or contributed to a range of publications including S&P Global Market Intelligence, Asian Private Banker and CNN International. She is currently based in Mumbai.
She has been covering Asia’s private banking and asset management industry for close to a decade.
Priyanka has a Master’s degree in International Journalism from City, University of London, and a Bachelor of Arts in English from University of Nottingham.
In her spare time, she loves spending time with her young daughter, street photography, reading and playing tennis.
Workshops
Workshops
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