Fixed Income & FX Leader Summit APAC 2019

17 - 19 September, 2019

The Westin, Singapore

65 6722 9455


Buy Side Trading and Execution Expert Speakers

Patrick Leung
Head of Fixed Income Trading, APAC
Patrick Leung, CFA, Director, is head of Fixed Income and FX trading for APAC within BlackRock’s Trading and Liquidity Strategies Group. He is responsible for overseeing fixed income and FX trading activity in the region. Mr. Leung's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Mr. Leung earned an M. Eng degree from Cornell University and an MBA from New York University.
Alexandre Bouchardy
Managing Director, Head of Fixed Income Asia and AM Singapore
Credit Suisse Asset Management
Alexandre Bouchardy (MSc, CFA), Managing Director, is Head of Fixed Income Asia and Head of Asset Management Singapore. In addition, he is the Chairman of the Emerging Markets Fixed Income Investment Group. Alexandre joined Credit Suisse Asset Management in 2002 as a Global Fixed Income Portfolio Manager for institutional clients. From 2005 to 2012, he was responsible for inflation-linked solutions and won several Lipper Fund Awards in various European countries. In addition, he managed currency overlay portfolios and advised institutional clients on currency-hedging strategies.
Kheng Siang Ng
Head of Fixed Income, Asia Pacific
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.
Elbert Iswara
Executive Director, Head of FX Execution & Money Markets
Bank of Singapore
Pierre-Emmanuel Charlier
Head of Fixed Income Trading, Asia
Pictet Asset Management

Pierre-Emmanuel Charlier joined Pictet Asset Management in 2007 and is the Head of Fixed Income Trading in Singapore. Prior to his current role which he started in February 2017, he was the Head of Fixed Income Trading in London for 4 years, and was a trader in Geneva for Pictet Am for 5 years.

Before joining Pictet, he worked for five years on the Execution Desk at CDC Ixis Asset Management in Paris, trading corporate bonds, credit defaults swaps and asset-backed securities for portfolios.

Ambarish Ray
Fixed Income Trader, Rates & FX Asia
T Rowe Price
Ambarish Ray is a senior trader in the Fixed Income Division at T. Rowe Price, based in the Hong Kong office. He trades Asia rates, Fixed Income and Foreign exchange. Ambarish has 17 years of industry experience, which includes 10 years of investment experience. He has traded across DM & EM, across Europe and Asia, and across local Rates, FX and Credit.
Shiva Iyer
Senior Global Fixed Income & FX Trader
Eaton Vance Management
Mr. Iyer joins Eaton Vance from Goldman Sachs in Singapore, where he focused on foreign exchange and fixed income sales and trading. He was previously an Assistant Vice President and Global Trader at Eaton Vance in Boston and held positions at Pacific Investment Management Company (PIMCO), SKS Microfinance and Infosys Technologies Ltd. He graduated from University of Pune, India with a BE in chemical engineering and earned a MBA with an emphasis on finance at Texas A&M University. He has earned the Charted Financial Analyst designation.
Victoria Tam
Senior Trader Fixed Income
Allianz Global Investor
Victoria Tam is a Hong Kong based trader with Allianz Global Investors. She joined the firm in 2007. Before joining Allianz Global Investors, Ms. Tam worked at Qi Capital as a trader, focusing on all Asian markets. Before that, she work for Citigroup in New York. Ms. Tam has a B.A. in economics from Columbia University, United States.
Shantanu Shukla
VP, Global Markets
State Bank of India
Shantanu manages the proprietary, treasury Investment portfolio at State Bank of India, Singapore. His expertise lies in local currency and hard currency mandates across Asian fixed income and rates. Prior to joining SBI in 2010, Shantanu co-founded and managed i-alpha - the first student run fund at the Indian School of Business focusing on Indian equities. He started his career in the satellite and aerospace industry before foraying into investment management. Shantanu was awarded merit-based, SIA-NOL undergraduate full scholarship to pursue Bachelor of Engineering degree at Nanyang Technological University, Singapore and he subsequently completed his Masters of Engineering from the same university. He has an MBA from Indian School of Business, Hyderabad and is a CFA charterholder.
Arvind Chari
Head of Fixed Income & Alternatives

Arvind Chari has 14 years of experience in the Indian fixed income markets as a dealer, analyst, and portfolio manager. Arvind joined Quantum as a Research Analyst to build the fixed income and macroeconomic research function and to help develop fixed income products for the Quantum Mutual Fund. He was appointed Fund Manager in 2007. Prior to joining Quantum, Arvind gained two year’s experience at Tower Capital and KJMC Capital Markets as a dealer in the Indian government bond markets.

Wong Sok Mun
Head of Fixed Income & FX Trading, Asia
Schroders Investment Management
She has two years of macro trading experience with real money and eleven years of trading experience with three global hedge funds. The asset classes that she has actively traded in are FX, NDF, Options, Fixed Income, OTC rates, CDS, and Index futures/options. Besides trade execution, I had held role as portfolio manager and risk manager. She enjoys the high octane of global markets and have good grasp of front office trading strategy and risk management.
Mikael Bjorkman
Fixed Income Execution Trader
UBS Wealth Management
Mikael Björkman is an Execution Trader, working with both manual and automated execution trading. Supported by his technical background, Mikael is driving the evolution of the automated execution platform along with other technical enhancements within the FI Trading space. Mikael joined UBS Wealth Management after several years as an IT Consultant at UBS Investment Bank (FX) where he worked as a Project-/ Release-manager and Senior Developer. Mikael is based in Zurich and holds a Master's Degree in Engineering.
Rachana Mehta
Co-Head of Regional Investments Fixed Income & FX
Maybank Asset Management Singapore

Rachana is responsible for all Asia local and hard currency fixed income investments, including Islamic Sukuk at Maybank Asset Management. She has over 23 years of experience managing Asian government and corporate bonds and foreign exchange. Rachana spent nine years at Cargill Singapore where she was Head of Foreign Exchange and Interest Rates. Prior to Maybank Asset Management, she was Head of Asia and Emerging Markets Fixed Income at DBS Asset Management.

Chester Liaw
Lead FX and Rates Trader
UOB Asset Management

• Responsible for making house call on US Treasuries and USD, as well as rates and currency calls on regional economies. 

• Responsible for hedging strategies of non discretionary portfolios. 

• Build FX/rates forecasting models and contribute regular research insights.

• Portfolio manager for an Asia local currency bond fund.

Alvin Sim
Structured FX Advisory and Dealing Specialist
BNP Paribas Wealth Management
Alvin currently works at BNP Paribas Investment Services Advisory within the FX desk in options and structured products, where they provide seamless 24-hour coverage over the work-week to high net-worths, ultra high net-worths and Family Offices He is honoured to say that their desk is a high-performing team with a robust core of veteran leadership and with a handful of young up-and-comers, where they have been awarded the accolade of 'Editor's award for Best FX Solutions Provider' both separately in Singapore awards and Hong Kong awards during the WealthBriefing Asia 2015.
Xavier Stucki
FX Execution & Portfolio Manager
Rhicon Currency Management
Brandon Koh
Senior Vice President FX
Swaen Capital
Kevin Gin
Founder & Principal, Executive Director
Alpha Capital
Kevin brings with him more than 25 years of investment experience and was the Head of Greater China Property Research with Yuanta Securities (Hong Kong) with responsibilities ranging from research coverage and analysis, marketing, assisting in primary and secondary equity issues, PE and funds. Prior to Yuanta, Kevin was the SVP with Pacific Star Financial (a subsidiary of Pacific Star Group) and was engaged in fund creation, structuring, documentation, marketing, fund raising and investment. Kevin was also the Chief Operating Officer of CITIC Securities (formerly known as CITIC Frontier China Research), Managing Director of Matrix Venture Capital, Director of Matrix Venture Catalyst, Director of Kleinwort Benson Securities Asia, Head of Regional Property and Singapore Country research. Prior to his senior management appointments, Kevin was a regional special situations analyst with Barclays de Zoette Wedd, a quantitative analyst with BZW Australia (both part of Credit Suisse), Assistant Manager (FX) with Chase Manhattan Bank Singapore and a Japanese equity salesman with Nikko Merchant Bank Singapore.

Buy Side Strategy and Portfolio Management Expert Speakers

Lee Dong Chan
Director Fixed Income
Dong Chan Lee, Director, is a member of Asia Pacific Fixed Income team within BlackRock's Alpha Strategies Investment Group. He is responsible for Asian local rates within the team. Prior to joining BlackRock in 2008, Mr. Lee was a senior bond portfolio manager of Global Bond Investment Team at Prudential Asset Management Co. responsible for management of the Asian and Global Bond Portfolios. He was also a senior FX manager responsible for G3 and Asian currencies. Mr. Lee earned a BA degree in business administration from the Hanyang University in 2001.
Sam Priyadharhsi
Head of Portfolio Risk and Derivatives, Fixed Income
Vangaurd Investments
Sam is a senior investment professional with in-depth experience in derivatives,risk management, structured transactions and alternative investments. Deepknowledge of fixed income and derivatives markets and several years ofexperience leading teams responsible for trading, researching strategies, andgenerating alpha. Highly proficient in hedging with rates, credit, equity andFX derivatives. Skilled in developing derivatives strategies and quantitativeanalysis involving futures, swaps, swaptions, CDS, equity options, andstructured notes. Extensive technical skills and experience in creating tradingand risk management platforms. Expertise in fixed income portfolio analytics,CDO and structured credit analytics, asset-liability management, portfoliooptimization, and alternative investments research. Strong knowledge ofinsurance GAAP, SAP, RBC and RSAT. Deep relationships with investment banks,insurance companies, asset managers, law firms, hedge funds, and accountingfirms.
Andreas Konig
Head of Global FX Portfolio Management
Amundi Asset Management
Andreas König worked as Head of Foreign Exchange at Amundi’s office in Munich, where he was responsible for all matters concerning FX. He relocated to Amundi’s Dublin office in November 2007 and is now responsible for Global FX in London within the Global Fixed Income team. Before joining the company in August 2000 he was employed by Commerzbank London as Deputy Head of Global Foreign Exchange Options. Prior to that he worked in the Frankfurt branch of Commerzbank as Head of currency options (1996-1998). König is a graduate in Business Administration from the University of Applied Sciences, Landshut. He has been a CFA charter holder since 2003.
Brigitte Le Bris
MD & Head of Global rates and FX
Ostrum Asset Management
Brigitte Le Bris heads up the FX strategy for Natixis Asset Management, the 7th largest money manager in Europe, where she has been since September 2010 as Head of Currency and Global Fixed Income. Brigitte is directly responsible for the strategy within both emerging market and G10 currencies. Brigitte will be contributing her expertise to the Panel ‘Moving Beyond China’s Renminbi - Which Other Emerging Market Themes Should You Factor Into Your Portfolio Mix?’ and the session ‘The Asset Allocators Perspective - In Light Of Lower Returns In Other Asset Classes, How Can Investors Be Persuaded To Include FX As A Key Portfolio Asset?’, both on the 14th September.
Pankaj Nagrath
MD & Head, UHNW Advisory, Fixed Income & FX
Bank of Singapore
Pankaj Nagrath is the Head of UHNW Advisory Solutions for Bank of Singapore (BOS). Prior to assuming this role in April of 2018, he was Chief Business Advisor & Investment Counselor with the Global South Asian and Middle-East (GSAM) market of Bank of Singapore. He joined in 2016 from Barclays Wealth in Singapore, where he was an Investment Advisor and Head of Discretionary Portfolio Management (DPM) Sales for Asia for around 2 years.
Pankaj Nagrath is a trading and investment professional with around 25 years of experience across multiple asset classes and markets.
Prior to joining Barclays, Pankaj was responsible for over USD 1 billion of AUM as the CEO and Head-Investments for Reliance Asset Management (Singapore) – the offshore asset management arm of one of India’s largest asset managers. Over his more than 8 years with the firm, he set up a global investment platform; structured, raised capital for and managed two absolute return hedge funds involving equity, credit, FX and commodity markets; and also structured and managed a number of long only funds and structured investment funds.
Gareth Nicholson
Head Fixed Income
Bank of Singapore
Gareth is the head of Fixed income for all the DPM portfolios, accounting for over 6billion AUM. He has over 14 years of investment management experience, situated in both London and Singapore, with two of the largest European asset managers Deutsche Bank asset Management and Standard Life/Aberdeen Asset Management. His responsibilities included helping steer one of the biggest derivative books in London though the Lehman’s collapse, restructure the risk framework for the European Fixed Income Funds during the European crisis and most recently help build the Asian Fixed income business here in Singapore.
Bernd Berg
Global Macro & Foreign Exchange Strategist
Woodman Asset Management
Prior to joining Woodman he has been a Director in SocGen’s Global Emerging Market team in London, responsible for the EM Outlook and Trading Strategies (FX & Rates) for Hedge Funds and Asset Managers. During his time for SocGen he early predicted the EM FX sell-off at the end of 2015 which was triggered by a drop in commodity prices, a Chinese growth slowdown and Fed tightening calling Short Positions in Commodity and Chinese related Latam EM FX like BRL, CLP a “Once in a Lifetime Short” already in the Spring/Summer of 2015 before China devalued its currency in August 2015 which triggered a global rout on high-yielding and commodity EM FX. Prior to SocGen he was a Strategist in the FX & Fixed Income department of Credit Suisse in Zurich being responsible for the strategic outlook and trade recommendations for Global Emerging Market currencies. Prior to joining Credit Suisse he hold various positions in the hedge funds industry in London and Switzerland focusing on Global Macro / Emerging Markets FX & Fixed Income strategies. Dr. Berg received a doctorate degree (PhD) in economics and a diploma degree (Diplom-Kaufmann) in Business Administration from the University of Tübingen in Germany. In his doctorate thesis he investigated the influence of hedge fund trading strategies on currency crisis in Emerging Markets and has published the book “Financial Crisis and Hedge Funds”.
Manu George
Senior Investment Director, Fixed Income
Schroders Investment Management


Joined Schroders as Product Specialist responsible for building Schroders footprint with clients looking at Global and European Fixed Income opportunities. Moved to Singapore in 2014 as Senior Investment Director within the Asian Fixed Income team.

Prior to 2007

Held roles in Solent Capital LLP focusing on structured finance portfolios; Radian Asset Assurance Ltd as an Associate focused on corporate and ABS structured credit transactions; Hymans Robertson Consultants and Actuaries as a student Actuary; Investec Bank South Africa Ltd (Johannesburg) Financial Products Analyst focusing on structured products and convertible bonds; and Transnet Pension Fund (Johannesburg, South Africa) as an Investment Analyst Master of Science in Financial Mathematics, King’s College London 18 years within the investment management industry

Andy Ng
Director & Product Specialist, MultiAsset
Vangaurd Investments
Andy Ng is a Product Specialist, where he is responsible for providing investment strategy and product support to Vanguard's clients and sales teams. Andy brings over 10 years of experience in asset management. Prior to Vanguard, Andy was a Portfolio Manager, Multi Asset Solutions at JP Morgan Asset Management. Prior to that, he assumed various roles in middle and back office functions at JP Morgan Asset Management, Blackrock and HSBC. Andy holds a Bachelor of Applied Finance from Macquarie University and Master of Commerce in Funds Management from University of New South Wales in Australia.
Erwin Sanft
MD & Senior Portfolio Manager
E Fund Management
Mr. Erwin Sanft is a Managing Director and Senior Portfolio Manager at E Fund Management (HK). Mr. Sanft has 25 years investment experience in Asia-Pacific markets. He previously worked as the head of China research and strategy at BNP Paribas, Standard Chartered, CLSA and Macquarie. Mr. Sanft was the chief Asia-Pacific strategist and deputy head of research at BNP Paribas. Mr. Sanft’s research has included pioneering studies of Chinese corporate internationalization, the impact of the single-child generation on consumption, China’s move up the industrial ladder and the emergence of China as a separate asset class. Mr. Sanft moved to China in 1992, studying at Nanjing University before working at the New Zealand Consulate-General in Shanghai. He holds degrees in Finance and Economics from the University of Auckland and is fluent in Mandarin. Mr. Sanft is a CFA charterholder.
Henrik Andersson
Apollo Capital
Henrik has over 17 years experience in global financial markets, with almost a decade on Wall Street. Henrik has extensive experience across three continents as a quantitative analyst, senior research analyst and in institutional equity sales. Henrik holds a Master of Science in Engineering Physics from the Royal Institute of Technology (KTH) and a Master of Science in Business Administration and Economics from Stockholm University. He is a CFA charterholder.
Tony Bradley
CEO & Portfolio Manager, FX
Hunter Burton Capital
Tony began his career in July 1987 as a trainee foreign exchange dealer in the corporate treasury of Goodman Fielder, where he gained a solid grounding in spot, forwards, options, and technical analysis. The inevitable move to a dealing room came in 1990 when he joined Societe Generale spot desk. Tony noticed a void (for a French bank) in the EMS currencies, and in particular the French franc, and he built a thriving spot business. With the EMS crises of August 1992 and September 1993 came profitability and global recognition, given that Soc Gen Sydney was the only price-maker globally for all EMS currencies on a Monday morning for 5 hours, and the Asian leader in the Far East timezone. In 1994, Tony accepted a position with AIG in New York as the spot DEM/FFR trader, and a year later moved to Singapore with Soc Gen as he started a family. A brief stint with Standard Chartered in 1996 was followed by a defining role at UBS (after the merger with Swiss Bank), eventually becoming Chief Dealer of a desk of 14 by 1999. With the advent of the euro, Tony moved to Chase Singapore to trade JPY and back to Sydney to trade the $A. In 2001, he moved to Tokyo with Credit Suisse and traded the euro and Swiss franc books. After 2 years, the desk relocated to Singapore where he stayed until 2007 and returned home for family reasons, and ran WestLB's Asian spot operations. In 2009, he went to Westpac to trade spot G10 currencies, and left in October 2011 to join David Campbell, who Tony had worked with at Societe Generale and Chase Manhattan, and create Hunter Burton Capital. After nearly 7 years together, David left HBC to form his own company.
Binay Chandgothia
MD & Portfolio Manager, Principal Portfolio Strategies
Principal Global Investors
Binay is a Hong-Kong based Portfolio Manager for Principal Portfolio Strategies, the multi-asset allocation boutique of Principal Global Investors. His entire career spanning 24 years has been in portfolio management, encompassing asset allocation, fixed income and equities. Prior to his current role, he served as Chief Investment Officer for Principal Global Investors (Hong Kong) and Principal Asset Management (Asia) where he was responsible for overseeing investments in the Hong Kong region.
Richard Williamson
Managing Director
CreditEase Wealth Management
With more than 25 years’ global working experience in financial industry including asset management, banking, insurance and other financial services, Richard Williamson is an expert in financial product development, fund manager selection, platform development and corporate investment. Since 2002,Richard started working in Asia. He was first served in the Commonwealth Bank of Australia, and then worked for Baring Private Equity Asia. Prior to joining Credit Ease in 2014, Richard worked as a senior partner for Ernst & Young in charge of financial advisory services in Asia.
Jerry Jarrell
Principal, CEO
Vantage Investment
Jerry Jarrell is the founder and CEO of Vantage Investment, a Real Estate Investment Banker operating in Newport Beach, California since 1984. As Vantage Investment's CEO, Jerry is head of Investments, Project Finance, and Debt Capital Markets. Vantage Investment is a direct lender for infrastructure, clean-energy and commercial development projects, and a principal buyer of performing mortgage portfolios. Jerry has worked between the U.S. and SE Asia since 1997, advising on financial institution portfolio transactions, securitizations, PPPs and private projects. Mr. Jarrell manages a proprietary $775M USD portfolio of loans, securities and derivative instruments for Vantage Investment. Jerry has developed advanced proprietary algorithms to achieve yield and risk control in the Vantage Investment portfolio. Vantage Investment is leading the development of a private secondary market for ASEAN bank portfolio assets, known as the GPL Purchase Facility.
Sanjay Guglani
Silverdale Funds
Sanjay Guglani is the Founder and CIO of Silverdale Funds, and heads Silverdale Capital Pte. Ltd, which is licensed by Monetary Authority of Singapore for fund management company – accredited investors (AILFMC). Sanjay manages over a dozen funds, inter alia: Silverdale Bond Fund which is a rare internally leveraged bond fund in the world. It invests into Investment Grade USD short duration bonds fund, returning 8%-9% per annum, making it Top Percentile bond fund, winning several accolades from HFM, Eurekahedge, AI Hedge Funds, Wealth & Finance, Investors’ Choice, etc. and being ranked by Bloomberg amongst Top-5 Asian Funds. Silverdale Fund of Indian Equity Funds is a pioneer fund of native Indian equity funds, which has outperformed the Index by over 50%. And several bespoke funds. Earlier, as Managing Director of Silverdale UK, his firm channelized over US$ 4 billion of investments into emerging markets, as well as US$ 250 million of controlling stake investments in Philippines, Indonesia, Thailand, India, etc. in joint venture with Goldman Sachs, Lehman Bros, Morgan Stanley, etc. He was instrumental in creating offshore equity and credit derivatives market for mid-cap Indian corporates. His firm was consistently ranked amongst the Top 3 by Bloomberg, Reuters, Dealogic, etc.
Eric Delomier
MD Investments
Payden and Rygel
Yezdi Chinoy
Regional CIO Asia
Generali Asia

Yezdi is responsible for the development of investment strategies, as well as optimizing the investment performance of Generali’s Asian insurance operations. Prior to joining Generali, he was with Allianz Global Investors, Prudential Property Investment Management and JPMorgan Chase.

Ken Hui
Chief Operating Officer
Fullgoal Asset Management
Mr. Ken Hui is chief operating officer of Fullgoal Asset Management (HK) Limited. Prior to joining Fullgoal Asset Management (HK) Limited, Mr. Hui was operations manager at Samsung Asset Management (HK) Limited. From 1997 to 2008, Mr. Hui was operations manager at DNB Asset Management (Asia) Limited. Mr. Hui started his career as operations officer at HSBC Asset Management. Mr. Hui holds a Master s degree in Financial Economics from University of London and a Master s degree in Information Technology from Curtin University.
Derek Mok
Chief Investment Officer
Fubon Convoy Asset Management
Mr. Derek Mok is the Chief Investment Officer of Fubon Convoy Asset Management (HK) Limited, a joint venture of Taiwan's Fubon Asset Management in Hong Kong. Before that, Derek was the Head of Asset Management and Chief Investment Officer of RHB Asset Management Limited, which is a wholly-owned subsidiary of RHB Investment Bank Berhad, and Director of Investment of Haitong International Asset Management Ltd. where he was responsible for managing Mandatory Provident Funds, unit trusts and private funds. Derek was also a Portfolio Manager with the Hong Kong Monetary Authority, responsible for managing the global equity portfolio exposure for the Exchange Fund. Moreover, Derek had worked in other renowned asset companies, including Guotai Junan Assets (Asia) Limited and BEA Union Investment Limited, responsible for managing equity investments for portfolios from insurance company, university and pension funds.
Reuben Lee
MD & Co-Head of Private Investments & Head of Asia
Adamas Asset Management
Mr. Lee has extensive experience in special situations investments and structured financings both in Europe and Asia, including the restructuring, managing and operating of invested assets. He has sourced, structured and executed financing and investment transactions for both lenders and sponsors across the credit spectrum, from syndicated senior secured bank loans, to structured trade and offtake financings, to mezzanine and convertible debt. Separately, he has also established and operated his own businesses, with hands on experience in building businesses, teams and their respective go to market strategies. Reuben was previously Managing Director at Kai Investment Partners and a Senior Advisor at Bank Mandiri in Singapore. He started his career as a private equity lawyer at Ashurst in London and read law at the University of Durham.
Haren Shah
MD & Head of Investments
Taurus Wealth management
Haren Shah is Head of Investments at Taurus Wealth Advisors. He leads our team of Investment Counsellors to provide Wealth Management and Investment Advice to Clients. He is also responsible for developing and guiding our global markets and asset allocation strategies and the related investment communications for Taurus’s Financial Advisors and Clients. He and his team are responsible for generating investment solutions that meet the needs of Clients, duly customised to their individual risk profiles and needs. Prior to joining Taurus, Haren spent 15 years with Citibank in various capacities. He was Head of Investment Advisory, South East Asia for Citi Private Bank for 4 years. Subsequently, he was a Senior Strategist for the Private and Consumer bank, where he and his team drove communications within Citi to guide markets strategy, portfolio constructs and asset allocations. Prior to that, Haren had worked in a similar role as Head of Investment Advisory (SEA) at Chase Manhattan Private Bank. Haren has also been a Fund Manager for over 10 years where, as part of a team, he helped manage balanced and equity portfolios. Overall, he has over 30 years’ experience in various investment markets and assets classes. Haren holds an MBA from Indiana University in both Marketing and Finance.
Stephen Fisher
Chairman and CIO
First Degree Global Asset Management
Stephen is Principal and Chairman of First Degree Global Asset Management Pte Ltd. He has twenty five years’ experience as an investment professional with leading investment management groups in the United States, Asia and Australia. Immediately prior to co-founding First Degree in 2011, Stephen was the Head of Global Fixed Income Product - Asia Pacific at JPMorgan Asset Management, and had investment responsibility for the firm’s mandates from Central Banks, Sovereign Wealth Funds and some of the largest Institutions in the Asia Pacific Region. Stephen’s specialist areas of expertise include the quantitative analysis of fixed income, equity and derivative securities and asset allocation techniques. He has advised some of the leading Global Central Banks and Sovereign Wealth Funds on reserves management practices, and his research has been widely published.
Johan Martino
Director & Fixed Income Specialist
RBC Wealth Management
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.
Vivek Sharma
Head of Global Asset Management, SEA and Middle East
Vivek Sharma is responsible for building the distribution and business for the Global Asset Management Group at Edelweiss. Asset Management capabilities include Credit strategies, hedge fund solutions, long only products, including ETF's and structured product expertise
Shamit Chokshi
Head - Offshore Fund Investments
ICICI Prudential Asset Management Company

Shamit Chokshi joined ICICI Prudential AMC in February 2016, and he spearheads the International Business Division. Shamit brings a rich and diverse asset management industry experience across investments and research, products, structuring, asset raising and strategy.

He is instrumental for developing investment themes, exporting our India equity and fixed income capabilities to foreign clients, strategically growing the firm's global business, and also overlooks the investment advisory process for this division.

Robert Samson
Senior Portfolio Manager, Fixed Income & FX
Nikko Asset Management
Rob is a Senior Portfolio Manager in the Multi-Asset Team based in Singapore, covering global markets with a focus on emerging markets, rates and FX. Rob has been with Nikko AM for 12 years with more 24 years experience in the industry, previously working in the hedge fund business and investment consulting with a focus on asset allocation and risk management. Rob graduated with a BA in Economics from Middlebury College and a JD from the Dickinson School of Law. He is a member of the New York Bar and is a CFA® Charterholder.
Eric Liu
Fixed Income Portfolio Manager

Eric is the portfolio manager at Blackrock responsible for managing China bond fund as well as leading China credit investment team.

Prior to joining BlackRock in 2016, Eric was a PM and researcher at Aberdeen Asset Management in Singapore, responsible for co-managing their Asia Credit Funds and conducting investment analysis on Asia credits. Previously, he held a variety of positions covering public debt, private debt, private equity as well as structured finance product.

Olivier Spoor
Fixed Income Portfolio Manager
Oclaner Asset Management
Jason Chin
Garlic Capital
Jason is the founding partner at Garlic Capital Corporation, responsible for identifying and quantifying beta capture and alpha extraction opportunities among multi-asset classes. Prior to Garlic Capital, he has served as a quantitative trader at ARC Asset Management Pte Ltd, supervising the fund's trading operations with over 9 years of trading experience in exchange traded derivative products. His areas of interest and specialization include enterprise cloud computing, corporate strategic management, options pricing mechanisms and algorithmic trading. He has more than 13 years of business and project management experiences; as Chief Strategy Officer in a multinational logistics company, the CEO for a local start-up company providing e-commerce platform solutions and lead successful projects delivering solutions for the Singapore Prime Minister's Office, Civil Service College and the Ministry of Education. Jason holds a degree in Bachelor of Business Administration, majoring in Casino Management.
Eric Neo
Venture Partner
Golden Horse Fund Management
Neo Say Wei (Eric) founded Neo & Partners Global in 2014, Asia Pacific's 1st of its kind TRADING-ATRIUM (Hub). He was featured in various media; Automated Trader, Business Times, Channel NewsAsia, Financial Times, Funds Global Asia, TheEdge Markets & TODAY, including 938LIVE Radio interview with Andre Ahchak & Howie Lim. 2017: Neo & Partners Global was awarded a National-Level Accreditation; NS MARK (GOLD), by Senior Minister of State, Ministry of Defence & Ministry of Foreign Affairs & Chairman, Advisory Council for Community Relations in Defence; Dr Mohamad Maliki Bin Osman + Recipient of the Prestigious & Highest Accolade Total Defence Awards; NS Advocate Award (SMEs) 2017! 2018: Eric further expanded his Entrepreneurship as Venture Partner; Golden Horse Fund Management, a Registered Fund Management Company with Monetary Authority of Singapore. He has over 15+ yrs of experiences in Financial Services Industry. Prior becoming an Entrepreneur, Eric was SVP at FlexTrade Systems. During he's tenure, he successfully strategized entry into China Derivatives market with 1st deployment at Haitong Futures Co. Before FlexTrade, Eric held several senior posts; RTS Realtime Systems’ Sales Director Asia Pacific, CMC Markets' Head of Sales (ex-Japan), UOB Kay Hian's Group Head of E-Business, BT Global Financial Services’ Global Account Director & many more. He studied Management Information Systems at Washington State University. Eric is also actively involved in the Singapore Army, extending his service Operationally Ready National Service (ORNS) since 2011 with latest Key Appointment; S3 of 779th Battalion, Singapore Infantry Regiment. He is an alumni of SAFTI Military Institute & Anglo-Chinese School Old Boys’ Association.
Cedric Rimaud
Director of Emerging Markets Research Singapore
First Degree Asset Management

With 20+-year experience in the fund management industry with more than 10 years at top ranking investment banking firms (JP Morgan, Citi and Credit Suisse), Cedric has been managing fixed income portfolios and analyzing corporate bonds during the most part of his career, most recently as the Head of Emerging Markets Corporate Credit Research at an independent credit research company. He’s been managing teams of analysts and acting as a principal of small investment teams in various capacities.

He earned a Business Degree from EM Lyon in France, including a one year exchange program at Waseda University in Tokyo, a Master’s in Finance from the London Business School and he is currently enrolled in the joint Executive MBA program of INSEAD in Singapore and Tsinghua University in Beijing. He is a CFA charter holder and member of the CFA Society in Singapore. Since relocating for the second time to Asia six years ago (Bangkok and Singapore), he has been developing investable projects in the climate finance space in South East Asia. He’s been a consultant for the United Nations Economic and Social Commission for Asia Pacific (including Vietnam, Indonesia and the Philippines) on Green Finance.


Alex Joiner
Chief Economist
IFM Investors
Joiner has more than a decade of experience across Australian, New Zealand and Asian economies, with a focus on financial markets, risk, investment and quantitative research. Most recently, he was the chief economist for Bank of America Merrill Lynch (Australia), replacing Saul Eastlake. Prior to that, he held economic roles at ANZ and acted in a consultative role on numerous macro-economic models, including two years focused on Asian economies before working as a senior macro economist focused on the property sector.
Callum Henderson
Senior Director, Economic Analysis
Caisse de dépôt et placement du Québec (CDPQ)
Callum Henderson is an internationally-renowned market economist and strategist, specializing is Emerging Markets and Foreign Exchange. Callum has over 20 years' experience in financial markets and is the author of four books on Asia and FX markets. Callum Henderson started his career in financial journalism, moving to the research boutique Standard & Poor's MMS in 1994, first to cover G10 FX markets in New York and then to manage FX analysis in Asia from Hong Kong. He has a BA (Honours) in Politics, French and Economics from the University of Sunderland (1988) and an MA in Middle East Politics and Economics from the University of Exeter (1989). Callum has been the Global Head of FX Research at Standard Chartered Bank from October 2004, based in Singapore. In this role, he created FX Research by client type for hedge funds, real money funds, central banks and corporates, delivering tailored solutions to specific client problems. Prior to that, he was the Head of Emerging Market Research at Bank of America, based in London.
Paresh Upadhyaya
Global Bond Portfolio Manager
Amundi Pioneer
Paresh Upadhyaya is Portfolio Manager of Pioneer Global Multisector Income Fund. He also leads Amundi Pioneer’s currency research effort out of Boston and serves as an advisor to the firm’s global fixed income and equity investment staff on currency-related issues. In addition, he helps lead sovereign credit analysis and advises the investment team on sovereign bond investments. Paresh joined Amundi Pioneer from Bank of America Merrill Lynch, where he was Director, Senior FX Strategist – Head of North Americas G-10 FX. Prior to BofA Merrill Lynch, he was a Portfolio Manager and member of the currency team at Putnam Investments, where he participated in actively managing $20 billion in currency investments in currency overlay, fixed income, global asset allocation and international equity portfolios. Paresh holds a BS in economics and international relations from Boston University and an MBA in finance from Boston College.

Regulatory Bodies and Association Speakers

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.
Ricco Zhang
Director, Asia Pacific
International Capital Market Association (ICMA)
Ricco Zhang is Director, Asia Pacific of the International Capital Market Association (ICMA) based in Hong Kong. Mr. Zhang is responsible for ICMA’s development in Greater China and works very closely with regulators, financial institutions and other organizations who are active at the capital markets in the region to promote and maintain the best market practice. He has previously worked for international law firms, investment banks and other financial institutions engaged in capital market transactions and mergers & acquisitions in Asia and has extensive experience as a market practitioner. Mr. Zhang graduated from the Faculty of Law of the University of Hong Kong.

Industry Expert Speakers

Sam Ahmed
Managing Director and Head of Asia Pacific
Deriv Asia
Sam has 19 years of experience with top tier banks such as Lehman Brothers, Merrill Lynch and Citi where he held a number of roles in derivatives trading, risk management and middle office. Sam is the managing director for Deriv Asia, a technical consultancy firm with offices in Singapore and London which specializes in providing financial markets and derivatives solutions focusing on areas of trading, risk management, custody, clearing, and technology solutions for regional and local banks, central banks, pension funds and exchanges. Sam also combines his domain knowledge of financial markets with expert level technology knowledge to work on technology transformation projects on trading, risk and post trade where Sam is responsible for architectural design and end to end vendor selection process. Since 2016, Sam has also incorporated blockchain solutions for his clients for certain post trade, collateral and custody solutions. This includes 1. tokenized derivatives instruments for digital infrastructures, smart contract applications for post trade confirmation & reconciliation, and proof of concept using blockchain technology applications for collateral
Brett Elvish
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.
Ville Oehman
Co-founder and CEO
Davos Custody
An early adopter of cryptos and an IT & Cybersecurity expert, post Deloitte, Ville has been involved in numerous crypto projects including exchanges, brokerages and the launch of the worlds first fully regulated, institutional grade crypto fund in Singapore. Ville holds an M.Sc. in Technology Management from Aalto University, Helsinki and is an MBA graduate of University of South Carolina, USA.
Brad Bailey
Capital Markets Research Director

Brad is a research director with Celent's Securities and Investments practice, and is based in the firm's New York office. He is an expert in electronic trading of equities, foreign exchange derivatives, credit, rates, and futures. His research focus is on emerging technology and trading technology across asset classes. Brad has more than 20 years of Wall Street industry experience in trading, technology, sales, strategy, analysis, and consulting. A noted thought leader, he is quoted in the industry and general press, including: WSJ, Financial Times, Bloomberg Business Week, &Forbes, as well as radio and TV. Brad will be chairing the Platform Evaluation Day on the 13th September.

Misha Graboi
Misha Graboi, JD, CFA, FRM is a Managing Director, Partner, Global Sector Specialist, and Chief Executive Officer of PAAMCO Asia at Pacific Alternative Asset Management Company, LLC. Prior to this, he was a Founder and Director of Rigel Associates. Before this, he was an Executive Director and Head of European Internet Research at Goldman Sachs International in their Equity Research division, where he covered both the B2B and B2C internet sectors.His coverage included the Internet arms of national incumbent telecommunications operators, as well as independent Internet enterprises. Prior to this, Mr. Graboi was an Internet Research Analyst at CIBC World Markets., Research Division covering the ISP, digital media, e-commerce, enabling technology, and infomediary sub-sectors. Prior to his research experience, Mr. Graboi was a founding member of CIBC World Markets' Internet team. Before that, he was a general technology investment banker, with transactional experience in the telecommunications equipment, infrastructure and enterprise software and semiconductor equipment, device and component spaces. His transaction experience includes M&A and strategic advisory assignments, and equity financing. Mr. Graboi has also worked for the Center for Business-Government Relations. He was a Senior Research Analyst at Glass, Lewis & Co. LLC. He received a B.S. in Finance and International Business, Magna Cum Laude, from Georgetown University and an MBA from Harvard Business School, where he was a Baker scholar, and a Juris Doctor (magna cum laude) from Harvard Law School.

Sell Side and Technology Expert Speakers

Jesper Bruun-Olsen
Head of Asia Pacific
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.
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.
Christophe Roupie
Head of Europe and Asia
Christophe Roupie Head of Europe and Asia MarketAxess Europe Limited and Trax Christophe Roupie joined MarketAxess in March 2017 as Head of Europe and Asia for MarketAxess Europe Limited and Trax. In this role, Mr. Roupie is responsible for the growth of the MarketAxess and Trax businesses across Europe and Asia including driving the firm’s global expansion. Mr. Roupie was previously Global Head of Trading and Securities Financing for AXA Investment Managers. While at AXA, he managed trading teams in Paris, London, Hong Kong and Greenwich, CT across equities, fixed income, FX, derivatives, repo and stock lending. Prior to this, Mr. Roupie was the Global Head of Fixed Income Trading at Natixis Asset Management. Mr. Roupie started his career as an inter-dealer broker with Tradition. Throughout his career, Mr. Roupie has been an advocate for electronic trading as a critical component of best execution practices.
Pak Wing Chung
Head of ETF & Indices, APAC
ICE Data Services
Pak Wing is the APAC head of ETF and index solutions at ICE Data Services, which is part of Intercontinental Exchange (NYSE: ICE). He oversees the growth of the cross asset index solution business in Asia, which includes NYSE Indices, ICE BofAML Indices, ICE US Treasury Indices and ETF IOPV calculations. These extensive index solutions assist clients across different phases of the ETF lifecycle. Prior to this, Pak Wing worked in Bloomberg for about 10 years in a variety of roles in both Singapore and Hong Kong, including the portfolio analytics & index team. Pak Wing graduated from the National University of Singapore with a Bachelor degree in electrical engineering.
Viktor Östebo
Head of Institutional ETF Trading
Flow Traders
Viktor Östebo joined Flow Traders in 2011 and relocated to its Asia office in Singapore in 2016. He is heading the firm's Institutional ETF Trading desk that is responsible for the relations with external counterparties and institutional investors across the region. Before relocating from Amsterdam to Singapore he spent the last five years pricing ETFs of all asset classes and from all issuers to institutional investors of all sizes across Europe. Flow Traders is one of the largest ETF market makers in the World. More than 115 traders pride themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 5000 ETFs globally. On and off exchange the firm covers ETFs from all major issuers, listed on all relevant exchanges and of all asset classes. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.
Sage Patel
Executive Director & Head of Fixed Income, Asia Pacific
IHS Markit
Experienced Fixed Income leader with a demonstrated history of working within various segments of the Financial Markets industry, ranging across major tier one banks to major' Fin-tech Financial services. Skilled in Credit & Fixed Income markets, Pricing, Valuations and Risk, Strategy and Customer Relationship Management . A Strong finance professional with over 20 years of experience.

Big Idea Guest Speakers

Edgar Perez
AI, Deep Learning, Quantum Computing
Cybersecurity & Finance Speaker & Advisor

We're always looking ahead to book a roster of inspiring speakers. Contact us today to reserve your spot.

Want to see who spoke previously? View the list here.