Note: Speakers are listed in order of appearance.
Updated : 13 Nov 2024
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Speaker Photo_150x150px_V2_Wilfred YIU
Wilfred Yiu
Deputy Chief Executive Officer , HKEX

Wilfred Yiu was appointed Deputy Chief Executive Officer of Hong Kong Exchanges and Clearing Limited on 1 March 2024.

In addition to this role, Mr Yiu acts as Co-Chief Operating Officer and Co-Head of Markets, with oversight of HKEX’s Markets and IT divisions. He is also Chief Executive of HKEX’s wholly-owned subsidiaries, The Stock Exchange of Hong Kong Limited and Hong Kong Futures Exchange Limited.

Mr Yiu joined HKEX in 2019 as Head of Markets and was named Co-Chief Operating Officer in 2023. Since joining the Group, he has played a leading role in strengthening HKEX’s market infrastructure and diversifying its product and service ecosystem. He oversaw the launch of major initiatives including significant expansion to the Connect Programme, enhancement of Hong Kong’s role as Asia’s ETF marketplace, the rollout of the HKD-RMB Dual Counter Model and Derivatives Holiday Trading, providing investors with greater opportunities and wider cross-border market accessibility.

Mr Yiu has nearly 30 years of experience in international capital markets and has worked at global banks in the US, Mainland China, and Hong Kong. Prior to joining HKEX, he had a 20-year career with Goldman Sachs, where he was last Deputy Chief Executive Officer and Chief Operating Officer at Beijing Gao Hua Securities Company, a joint venture of Goldman Sachs in Mainland China, and was responsible for the company’s China sales and trading businesses. Previously, Mr Yiu was Head of Credit Structured Products for Asia at Goldman Sachs in Hong Kong.

Mr Yiu is a member of the Supervisory Committee for the Tracker Fund of Hong Kong and a member of the Advisory Committee for the Securities and Futures Commission. He is also a member of the Hong Kong Academy of Finance, an advisory board member of Research Institute for Business, and a Professional Fellow of the Honours Academy of The Hang Seng University of Hong Kong. He served as a governor for the board of the Dalian Commodity Exchange in China from 2015 to 2017.

Mr Yiu holds a Master’s degree in Computer Science from Stanford University and an MBA in Finance from the Stern School of Business at New York University.

Wilfred Yiu was appointed Deputy Chief Executive Officer of Hong Kong Exchanges and Clearing Limited on 1 March 2024.

In addition to this role, Mr Yiu acts as Co-Chief Operating Officer and Co-Head of Markets, with oversight of HKEX’s Markets and IT divisions. He is also Chief Executive of HKEX’s wholly-owned subsidiaries, The Stock Exchange of Hong Kong Limited and Hong Kong Futures Exchange Limited.

Mr Yiu joined HKEX in 2019 as Head of Markets and was named Co-Chief Operating Officer in 2023. Since joining the Group, he has played a leading role in strengthening HKEX’s market infrastructure and diversifying its product and service ecosystem. He oversaw the launch of major initiatives including significant expansion to the Connect Programme, enhancement of Hong Kong’s role as Asia’s ETF marketplace, the rollout of the HKD-RMB Dual Counter Model and Derivatives Holiday Trading, providing investors with greater opportunities and wider cross-border market accessibility.

Mr Yiu has nearly 30 years of experience in international capital markets and has worked at global banks in the US, Mainland China, and Hong Kong. Prior to joining HKEX, he had a 20-year career with Goldman Sachs, where he was last Deputy Chief Executive Officer and Chief Operating Officer at Beijing Gao Hua Securities Company, a joint venture of Goldman Sachs in Mainland China, and was responsible for the company’s China sales and trading businesses. Previously, Mr Yiu was Head of Credit Structured Products for Asia at Goldman Sachs in Hong Kong.

Mr Yiu is a member of the Supervisory Committee for the Tracker Fund of Hong Kong and a member of the Advisory Committee for the Securities and Futures Commission. He is also a member of the Hong Kong Academy of Finance, an advisory board member of Research Institute for Business, and a Professional Fellow of the Honours Academy of The Hang Seng University of Hong Kong. He served as a governor for the board of the Dalian Commodity Exchange in China from 2015 to 2017.

Mr Yiu holds a Master’s degree in Computer Science from Stanford University and an MBA in Finance from the Stern School of Business at New York University.

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Speaker Photo_150x150px_V3_Joseph Chan
Joseph Chan, JP
Acting Secretary for Financial Services and the Treasury , The Government of the HKSAR

Mr Chan was appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017.

Mr Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.

Prior to joining the Government, Mr Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce. Mr Chan was also a member of the Central & Western District Council.

Mr Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.

Mr Chan was appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017.

Mr Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.

Prior to joining the Government, Mr Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce. Mr Chan was also a member of the Central & Western District Council.

Mr Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.

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Speaker Photo_150x150px_V3_Howard Lee
Howard Lee, JP
Deputy Chief Executive , Hong Kong Monetary Authority
Howard Lee is responsible for reserves management, financial infrastructure and fintech. He is also an Executive Director of the Hong Kong Mortgage Corporation Limited. He joined the HKMA in 2009 as a Division Head and has worked in various areas including monetary management, financial stability surveillance, corporate services and banking policy. He was appointed as a Deputy Chief Executive on 1 January 2018. Prior to joining the HKMA, Mr Lee worked in the Hong Kong SAR Government in areas relating to economic development, financial services and other public policies.
Howard Lee is responsible for reserves management, financial infrastructure and fintech. He is also an Executive Director of the Hong Kong Mortgage Corporation Limited. He joined the HKMA in 2009 as a Division Head and has worked in various areas including monetary management, financial stability surveillance, corporate services and banking policy. He was appointed as a Deputy Chief Executive on 1 January 2018. Prior to joining the HKMA, Mr Lee worked in the Hong Kong SAR Government in areas relating to economic development, financial services and other public policies.
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Speaker Photo_150x150px_V2_Christina Choi
Christina Choi
Executive Director, Investment Products Division , Securities and Futures Commission

Ms Choi is a member of the Securities and Futures Commission (SFC). She is also an Executive Director with responsibility for the Investment Products Division, which is responsible for authorising and supervising collective investment schemes and other investment products as well as for the development and implementation of the SFC’s asset management strategy and policies.

Ms Choi joined the SFC in 2005. She has extensive regulatory knowledge and experience in the policies and requirements for investment products both in Hong Kong and internationally. She played a lead role in the design and launch of various mutual recognition of funds (MRF) arrangements between Hong Kong and other jurisdictions, in particular the ground-breaking MRF arrangements with Mainland China.

Ms Choi is currently Chair of the International Organization of Securities Commissions’ Committee on Investment Management.

Ms Choi is a member of the Securities and Futures Commission (SFC). She is also an Executive Director with responsibility for the Investment Products Division, which is responsible for authorising and supervising collective investment schemes and other investment products as well as for the development and implementation of the SFC’s asset management strategy and policies.

Ms Choi joined the SFC in 2005. She has extensive regulatory knowledge and experience in the policies and requirements for investment products both in Hong Kong and internationally. She played a lead role in the design and launch of various mutual recognition of funds (MRF) arrangements between Hong Kong and other jurisdictions, in particular the ground-breaking MRF arrangements with Mainland China.

Ms Choi is currently Chair of the International Organization of Securities Commissions’ Committee on Investment Management.

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Speaker Photo_150x150px_V3_Eric Cheng
Eric Cheng
Executive Director (Policy) , Mandatory Provident Fund Schemes Authority
Mr Eric Cheng is the Executive Director (Policy) of the Mandatory Provident Fund Schemes Authority (MPFA), responsible for formulating strategies, policies and legislative amendments to reform the Mandatory Provident Fund (MPF) System for enhancing retirement protection for the working population.  He oversees regulation of MPF investments, and steers MPFA’s participation in international cooperation.  

Before joining the MPFA, Mr Cheng had been in the Administrative Officer grade with the Government of the Hong Kong Special Administrative Region of the People’s Republic of China, serving in various bureaux and departments and on secondment to the Organisation for Economic Co-operation and Development.
Mr Eric Cheng is the Executive Director (Policy) of the Mandatory Provident Fund Schemes Authority (MPFA), responsible for formulating strategies, policies and legislative amendments to reform the Mandatory Provident Fund (MPF) System for enhancing retirement protection for the working population.  He oversees regulation of MPF investments, and steers MPFA’s participation in international cooperation.  

Before joining the MPFA, Mr Cheng had been in the Administrative Officer grade with the Government of the Hong Kong Special Administrative Region of the People’s Republic of China, serving in various bureaux and departments and on secondment to the Organisation for Economic Co-operation and Development.
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Speaker Photo_150x150px_V2_Brian ROBERTS
Brian Roberts
Managing Director, Head of Equities Product Development , HKEX
Brian is Managing Director, Head of Equities Product Development. In this capacity, Brian oversees the development and management of HKEX’s equities products, focusing on market development, client engagement and investor education.  

Brian joined in 2015 bringing over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.  

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.   
Brian is Managing Director, Head of Equities Product Development. In this capacity, Brian oversees the development and management of HKEX’s equities products, focusing on market development, client engagement and investor education.  

Brian joined in 2015 bringing over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.  

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.   
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Speaker Photo_150x150px_V2_Tao WANG
Dr. Tao Wang
Managing Director, Chief China Economist, Head of Asia Economics , UBS Global Research

Tao Wang is the author of “Making Sense of China’s Economy” and currently head of Asia Economic Research at UBS investment bank. She is an invited fellow of the China Finance (CF) 40 Forum and a member of the China Global Economic Governance 50 Forum.

Dr. Wang’s research on China covers a wide range of topics including monetary policy, the debt problem, local government finance, the property bubble, the demographic challenge, US-China trade disputes, and global supply chain shifts. Dr. Wang has been consistently ranked as one of the top China economists by institutional investors. She writes a column for Caixin, and her views have been widely quoted by international and Chinese media.

Prior to joining UBS, Dr. Wang worked as Head of Asian Economics at BP plc and a senior economist at the International Monetary Fund (IMF). She received her Ph.D. in Economics from New York University and her bachelor’s degree from Renmin University in Beijing.

Tao Wang is the author of “Making Sense of China’s Economy” and currently head of Asia Economic Research at UBS investment bank. She is an invited fellow of the China Finance (CF) 40 Forum and a member of the China Global Economic Governance 50 Forum.

Dr. Wang’s research on China covers a wide range of topics including monetary policy, the debt problem, local government finance, the property bubble, the demographic challenge, US-China trade disputes, and global supply chain shifts. Dr. Wang has been consistently ranked as one of the top China economists by institutional investors. She writes a column for Caixin, and her views have been widely quoted by international and Chinese media.

Prior to joining UBS, Dr. Wang worked as Head of Asian Economics at BP plc and a senior economist at the International Monetary Fund (IMF). She received her Ph.D. in Economics from New York University and her bachelor’s degree from Renmin University in Beijing.

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Speaker Photo_150x150px_V2_JeanFrancois Mesnard Sense
Jean-Francois Mesnard-Sense
Senior Vice President, Head of Exchange Traded Products , HKEX
As Head of Exchange Traded Products (ETPs), Jean-François leads the team responsible for the development of HKEX’s Exchange Traded Funds (ETFs) and Leveraged and Inverse (L&I) products. He also plays an active role in providing thought leadership and investor education.

Jean-François has nearly 10 years of experience in the ETF industry. Prior to HKEX, Jean-François was at State Street Global Advisors, where he was most recently Head of ETF Capital Markets, APAC, managing the secondary and primary market activity of SPDR ETFs in the Asia Pacific region with the purpose of improving user experience whilst trading SPDR ETFs. 

Prior to joining State Street Global Advisors, Jean-François worked at Deutsche Asset Management in London. As an ETF Capital Markets Specialist, he was providing ETF trading and execution intelligence to a broad client base across Europe, South America and Asia Pacific and managing relationship with exchanges and market maker trading desks with responsibility for France and Romandy.

Jean-François holds a MSc in International Finance from HEC Paris and a MSc in Engineering from Ecole Centrale De Lille.
 
As Head of Exchange Traded Products (ETPs), Jean-François leads the team responsible for the development of HKEX’s Exchange Traded Funds (ETFs) and Leveraged and Inverse (L&I) products. He also plays an active role in providing thought leadership and investor education.

Jean-François has nearly 10 years of experience in the ETF industry. Prior to HKEX, Jean-François was at State Street Global Advisors, where he was most recently Head of ETF Capital Markets, APAC, managing the secondary and primary market activity of SPDR ETFs in the Asia Pacific region with the purpose of improving user experience whilst trading SPDR ETFs. 

Prior to joining State Street Global Advisors, Jean-François worked at Deutsche Asset Management in London. As an ETF Capital Markets Specialist, he was providing ETF trading and execution intelligence to a broad client base across Europe, South America and Asia Pacific and managing relationship with exchanges and market maker trading desks with responsibility for France and Romandy.

Jean-François holds a MSc in International Finance from HEC Paris and a MSc in Engineering from Ecole Centrale De Lille.
 
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Speaker Photo_150x150px_V2_Connie CHAN
Connie Chan
Director, Head of Greater China iShares Distribution , BlackRock
Connie Chan, Director, is the Head of Greater China iShares Distribution at BlackRock. With 14 years of experience in bringing ETF solutions to institutional clients, Connie oversees the iShares distribution efforts across institutions in Greater China.

Prior to joining iShares in 2010, Connie worked on the Equity Sales Trading desk at Daiwa Capital Markets. Before that, Connie was part of the Equity Derivatives sales desk at Societe Generale.

Connie holds a Master of Business Administration from the Hong Kong University of Science and Technology and a Bachelor of Economics and Finance degree from the University of Hong Kong and Keio University in Japan.
Connie Chan, Director, is the Head of Greater China iShares Distribution at BlackRock. With 14 years of experience in bringing ETF solutions to institutional clients, Connie oversees the iShares distribution efforts across institutions in Greater China.

Prior to joining iShares in 2010, Connie worked on the Equity Sales Trading desk at Daiwa Capital Markets. Before that, Connie was part of the Equity Derivatives sales desk at Societe Generale.

Connie holds a Master of Business Administration from the Hong Kong University of Science and Technology and a Bachelor of Economics and Finance degree from the University of Hong Kong and Keio University in Japan.
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Speaker Photo_150x150px_V2_Visktor OSTEBO
Viktor Östebo
Head of Institutional Sales & Trading APAC , Flow Traders

Viktor Östebo joined Flow Traders in 2011 and since 2016 he heads up Institutional Sales & Trading for APAC. He and his team covers external counterparties and institutional investors across the region and provide them with prices, on request, in 8000+ globally listed ETFs, cash bonds and other financial instruments. Before relocating from Europe to Singapore Viktor was responsible for the coverage of institutional investors across the Nordics, Baltics and CEE.
 
Flow Traders is a leading trading firm providing liquidity in multiple asset classes, covering all major exchanges. Founded in 2004, Flow Traders is global ETP market marker and has leveraged its expertise to expand into fixed income, commodities, digital assets and FX. Flow Traders’ role in financial markets is to ensure the availability of liquidity and enabling investors to continue to buy or sell financial instruments under all market circumstances, thereby ensuring markets remain resilient and continue to function in an orderly manner. In addition to its trading activities, Flow Traders has established a strategic investment unit focused on fostering market innovation and aligned with our mission to bring greater transparency and efficiency to the financial ecosystem. With nearly two decades of experience, we have built a team of over 600 talented professionals, located globally, contributing to the firm's entrepreneurial culture and delivering the company's mission.

 

Viktor Östebo joined Flow Traders in 2011 and since 2016 he heads up Institutional Sales & Trading for APAC. He and his team covers external counterparties and institutional investors across the region and provide them with prices, on request, in 8000+ globally listed ETFs, cash bonds and other financial instruments. Before relocating from Europe to Singapore Viktor was responsible for the coverage of institutional investors across the Nordics, Baltics and CEE.
 
Flow Traders is a leading trading firm providing liquidity in multiple asset classes, covering all major exchanges. Founded in 2004, Flow Traders is global ETP market marker and has leveraged its expertise to expand into fixed income, commodities, digital assets and FX. Flow Traders’ role in financial markets is to ensure the availability of liquidity and enabling investors to continue to buy or sell financial instruments under all market circumstances, thereby ensuring markets remain resilient and continue to function in an orderly manner. In addition to its trading activities, Flow Traders has established a strategic investment unit focused on fostering market innovation and aligned with our mission to bring greater transparency and efficiency to the financial ecosystem. With nearly two decades of experience, we have built a team of over 600 talented professionals, located globally, contributing to the firm's entrepreneurial culture and delivering the company's mission.

 
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Speaker Photo_150x150px_V2_Panel 1  Wilfred Sit
Wilfred Sit
Director and Chief Investment Officer , Hang Seng Investment Management Ltd
Wilfred is an expert in Asian equities and has over 30 years of experience in the asset management industry. He joined Hang Seng Investment Management (“HSVM”) in 2019 as a Director and Chief Investment Officer and is responsible for managing the Investment Management Department. His team manages active and indexing portfolios investing in equities and fixed income, across various investment vehicles including ETFs, unit trusts, MPF funds1, insurance portfolios and discretionary mandates, and includes the largest and first ETF listed in Hong Kong, the Tracker Fund of Hong Kong (2800 HK). His team also establishes responsible investment practices which include corporate stewardship and ESG research and integration. He is Chairman of the Front Office Management Committee (“FOMC”) and ESG Investment Review Committee (“ESG IRC”) and is a member of the Board of Directors of HSVM (“BOD”).  Before joining HSVM, he was Chief Investment Officer, Asia, with Baring Asset Management (“Barings”), which he re-joined in 2011 to lead the Asian investment team to manage client portfolios ranging from Asian ex Japan equities, Asian fixed income, and Asian multi asset mandates. He was also a member of the Board of Directors of Barings Asia and he worked closely with the teams in Baring’s London headquarters to strengthen the firm’s investment capabilities and to grow the Asian ex Japan equities products around the world.

Prior to re-joining Barings, he was with Mirae Asset Global Investments from 2007-2011, and held various senior leadership roles within the firm. In particular, he was Regional Chief Investment Officer, Asia Pacific, responsible for leading a team of over 30 investment professionals to manage Asian ex Japan regional/ country/ sector equities funds as well as Asian fixed income funds. He was also the lead portfolio manager of various flagship China funds and Asia ex Japan funds during his tenure at Mirae Asset.

Wilfred was with Barings for the first time during 2004-2007 as Head of Asian Equities and a country specialist on Hong Kong/China markets. Some of the key portfolios he managed include the Greater China Fund (GCH US), one of the most prestigious and earliest US-listed closed end funds to invest in the Greater China markets (launched in 1992), as well as the flagship Baring Asia High Alpha products including Baring Eastern Trust (UK onshore) and Baring Asia Growth Fund (Luxembourg offshore). The former won the Best Eastern Trust award in UK in 2006. He joined Barings from INVESCO Asia Limited where he worked from 1994 to 2004, leaving the firm as a senior fund manager of various Hong Kong/ China funds. He also managed global balanced mandates for Hong Kong pension fund clients (ORSO and MPF) as well as endowment funds and various institutional clients. 
 
In recognition of his achievements in management, leadership, and expertise in the investment management industry, Wilfred received two CIO awards in 2024. He was honoured with Asia Asset Management’s Best of the Best Awards - CIO of the Year - Hong Kong, as well as with Insights & Mandate 2024 Professional Investment Awards - CIO of the Year - Equity - Hong Kong.

Wilfred graduated from University of Wisconsin-Madison with a Bachelor degree in Business Administration majoring in Accounting and Marketing, and is a Chartered Financial Analyst (“CFA”).
Wilfred is an expert in Asian equities and has over 30 years of experience in the asset management industry. He joined Hang Seng Investment Management (“HSVM”) in 2019 as a Director and Chief Investment Officer and is responsible for managing the Investment Management Department. His team manages active and indexing portfolios investing in equities and fixed income, across various investment vehicles including ETFs, unit trusts, MPF funds1, insurance portfolios and discretionary mandates, and includes the largest and first ETF listed in Hong Kong, the Tracker Fund of Hong Kong (2800 HK). His team also establishes responsible investment practices which include corporate stewardship and ESG research and integration. He is Chairman of the Front Office Management Committee (“FOMC”) and ESG Investment Review Committee (“ESG IRC”) and is a member of the Board of Directors of HSVM (“BOD”).  Before joining HSVM, he was Chief Investment Officer, Asia, with Baring Asset Management (“Barings”), which he re-joined in 2011 to lead the Asian investment team to manage client portfolios ranging from Asian ex Japan equities, Asian fixed income, and Asian multi asset mandates. He was also a member of the Board of Directors of Barings Asia and he worked closely with the teams in Baring’s London headquarters to strengthen the firm’s investment capabilities and to grow the Asian ex Japan equities products around the world.

Prior to re-joining Barings, he was with Mirae Asset Global Investments from 2007-2011, and held various senior leadership roles within the firm. In particular, he was Regional Chief Investment Officer, Asia Pacific, responsible for leading a team of over 30 investment professionals to manage Asian ex Japan regional/ country/ sector equities funds as well as Asian fixed income funds. He was also the lead portfolio manager of various flagship China funds and Asia ex Japan funds during his tenure at Mirae Asset.

Wilfred was with Barings for the first time during 2004-2007 as Head of Asian Equities and a country specialist on Hong Kong/China markets. Some of the key portfolios he managed include the Greater China Fund (GCH US), one of the most prestigious and earliest US-listed closed end funds to invest in the Greater China markets (launched in 1992), as well as the flagship Baring Asia High Alpha products including Baring Eastern Trust (UK onshore) and Baring Asia Growth Fund (Luxembourg offshore). The former won the Best Eastern Trust award in UK in 2006. He joined Barings from INVESCO Asia Limited where he worked from 1994 to 2004, leaving the firm as a senior fund manager of various Hong Kong/ China funds. He also managed global balanced mandates for Hong Kong pension fund clients (ORSO and MPF) as well as endowment funds and various institutional clients. 
 
In recognition of his achievements in management, leadership, and expertise in the investment management industry, Wilfred received two CIO awards in 2024. He was honoured with Asia Asset Management’s Best of the Best Awards - CIO of the Year - Hong Kong, as well as with Insights & Mandate 2024 Professional Investment Awards - CIO of the Year - Equity - Hong Kong.

Wilfred graduated from University of Wisconsin-Madison with a Bachelor degree in Business Administration majoring in Accounting and Marketing, and is a Chartered Financial Analyst (“CFA”).
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Speaker Photo_150x150px_V2_Felix HO
Felix Ho
Chief Investment Officer , Sun Life Asset Management (HK) Ltd.
Felix Ho is the Chief Investment Officer at Sun Life Asset Management (HK) Ltd.  He has over 25 years of experience in portfolio management, equity research and corporate finance. Prior to joining Sun Life, he was the Head of Hong Kong and China Equity at the asset management arm of RHB Banking Group in Hong Kong and Kuala Lumpur, where he led the portfolio management and investment strategies for the Greater China markets. Felix was also the Equity Portfolio Manager at China Taiping Insurance Group in Hong Kong, and an Equity Analyst at China International Capital Corporation in Hong Kong and Beijing.
Felix Ho is the Chief Investment Officer at Sun Life Asset Management (HK) Ltd.  He has over 25 years of experience in portfolio management, equity research and corporate finance. Prior to joining Sun Life, he was the Head of Hong Kong and China Equity at the asset management arm of RHB Banking Group in Hong Kong and Kuala Lumpur, where he led the portfolio management and investment strategies for the Greater China markets. Felix was also the Equity Portfolio Manager at China Taiping Insurance Group in Hong Kong, and an Equity Analyst at China International Capital Corporation in Hong Kong and Beijing.
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Speaker Photo_150x150px_V2_Wisely NGAI
Wisely Ngai, CFA, CAIA
Vice President, Treasury, Finance , HKEX

Wisely Ngai is currently a Vice President of the Hong Kong Exchanges and Clearing Limited (HKEX), responsible for external fund investments. Before joining HKEX, he was a Vice President at Conning Asia Pacific Limited, managing the Fund of Funds business and the fund research team. Before that, he worked for several international financial institutions, focusing on hedge fund and mutual fund research, due diligence and investment.

Wisely graduated from the University of Hong Kong (HKU) with a Bachelor’s degree in Economics and Finance. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder. He serves as a Master’s Programmes Mentor of the HKU Business School, and is Executive Director, Chair of Media Committee, and Co-Chair of Advocacy - Investor Education Sub-Committee of CFA Society Hong Kong.

 

Wisely Ngai is currently a Vice President of the Hong Kong Exchanges and Clearing Limited (HKEX), responsible for external fund investments. Before joining HKEX, he was a Vice President at Conning Asia Pacific Limited, managing the Fund of Funds business and the fund research team. Before that, he worked for several international financial institutions, focusing on hedge fund and mutual fund research, due diligence and investment.

Wisely graduated from the University of Hong Kong (HKU) with a Bachelor’s degree in Economics and Finance. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder. He serves as a Master’s Programmes Mentor of the HKU Business School, and is Executive Director, Chair of Media Committee, and Co-Chair of Advocacy - Investor Education Sub-Committee of CFA Society Hong Kong.

 
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Speaker Photo_150x150px_V2_Lina LIM
Lina Lim
Regional and Hong Kong Head of Discretionary and Funds, Investments and Wealth Solutions, Asia Pacific , HSBC Global Private Banking

Lina Lim is the Regional and Hong Kong Head of Discretionary and Funds, Investment and Wealth Solutions, Asia Pacific. Ms. Lim has close to 28 years of industry experience in both Asset and Wealth Management.

Prior to joining HSBC, Ms. Lim worked for JP Morgan Global Private Banking over a decade in various capacities. Her latest responsibility at JP Morgan was to lead Discretionary business for Institutional Wealth including family offices, endowments, non-profit organizations and foundations. In the early part of her career, Ms. Lim was the SFC Responsible Officer and Senior Portfolio Manager at Sumitomo Mitsui Asset Management based in Hong Kong.

Lina is a member of the Chartered Association of Certified Accountant (ACCA) and Chartered Financial Analyst (CFA). She has a strong passion for charity and have previously served as board member in non profit organizations focusing on gender equality and wellness. She holds a post graduate certificate on Business Sustainability by the Cambridge Leadership for Sustainability Leadership, University of Cambridge.

Lina Lim is the Regional and Hong Kong Head of Discretionary and Funds, Investment and Wealth Solutions, Asia Pacific. Ms. Lim has close to 28 years of industry experience in both Asset and Wealth Management.

Prior to joining HSBC, Ms. Lim worked for JP Morgan Global Private Banking over a decade in various capacities. Her latest responsibility at JP Morgan was to lead Discretionary business for Institutional Wealth including family offices, endowments, non-profit organizations and foundations. In the early part of her career, Ms. Lim was the SFC Responsible Officer and Senior Portfolio Manager at Sumitomo Mitsui Asset Management based in Hong Kong.

Lina is a member of the Chartered Association of Certified Accountant (ACCA) and Chartered Financial Analyst (CFA). She has a strong passion for charity and have previously served as board member in non profit organizations focusing on gender equality and wellness. She holds a post graduate certificate on Business Sustainability by the Cambridge Leadership for Sustainability Leadership, University of Cambridge.

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Speaker Photo_150x150px_V2_Anson CHOW
Anson Chow
Institutional Sales & Trading , Jane Street

Anson Chow is a member of Jane Street’s Institutional Sales & Trading team. In this role, Anson focuses on growing the firm’s ETF sales initiatives in the Asia-Pacific region.

Anson joined Jane Street in 2019. Previously, he spent 12 years at Deutsche Bank where he worked in Product Development and Sales and Marketing with a focus on institutional client coverage and investor education. While at Deutsche Bank he helped launch DWS Xtrackers’ operations in Asia, participated in expanding its product range on HKEX and SGX, and worked on the project team that delivered the first physical China A-Shares ETF in the US.

Anson holds a BA in Economics from the University of Chicago and an MBA from the Hong Kong University of Science and Technology. With his work having taken him to over 35 cities in Asia, Europe, and the US, Anson enjoys sharing his experiences across a diverse range of cities and cultures.

Anson Chow is a member of Jane Street’s Institutional Sales & Trading team. In this role, Anson focuses on growing the firm’s ETF sales initiatives in the Asia-Pacific region.

Anson joined Jane Street in 2019. Previously, he spent 12 years at Deutsche Bank where he worked in Product Development and Sales and Marketing with a focus on institutional client coverage and investor education. While at Deutsche Bank he helped launch DWS Xtrackers’ operations in Asia, participated in expanding its product range on HKEX and SGX, and worked on the project team that delivered the first physical China A-Shares ETF in the US.

Anson holds a BA in Economics from the University of Chicago and an MBA from the Hong Kong University of Science and Technology. With his work having taken him to over 35 cities in Asia, Europe, and the US, Anson enjoys sharing his experiences across a diverse range of cities and cultures.

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Speaker Photo_150x150px_V2_Dennis FOK
Dennis Fok
Head of ETF Portfolio Management , Mirae Asset Global Investments (Hong Kong)
Dennis Fok is Head of ETF Portfolio Management at Mirae Asset Global Investments (Hong Kong), where he is responsible for leading the ETF investment platform and driving the growth of the Global X ETFs’ offering within Asia region. He is also accountable in interacting with different stakeholders within the ETF ecosystem in promoting the adoption of ETFs for both retail and institutional investors.

Dennis has over 15 years of investment experience managing both fixed income and equity ETFs, and he has in-depth knowledge of the ETF capital markets. Prior to joining Mirae Asset, Dennis was the Head of ETF at Harvest Global Investment focusing on the business development strategy of the ETF platform. He had previously served as a senior ETF portfolio manager at Bank of Montreal Global Asset Management since 2018 and spent 11 years at Blackrock as lead portfolio manager managing both ETFs and institutional index mandates.

Dennis holds a master degree of Financial Engineering from Cornell University and bachelor degree of Science form the Chinese University of Hong Kong.
Dennis Fok is Head of ETF Portfolio Management at Mirae Asset Global Investments (Hong Kong), where he is responsible for leading the ETF investment platform and driving the growth of the Global X ETFs’ offering within Asia region. He is also accountable in interacting with different stakeholders within the ETF ecosystem in promoting the adoption of ETFs for both retail and institutional investors.

Dennis has over 15 years of investment experience managing both fixed income and equity ETFs, and he has in-depth knowledge of the ETF capital markets. Prior to joining Mirae Asset, Dennis was the Head of ETF at Harvest Global Investment focusing on the business development strategy of the ETF platform. He had previously served as a senior ETF portfolio manager at Bank of Montreal Global Asset Management since 2018 and spent 11 years at Blackrock as lead portfolio manager managing both ETFs and institutional index mandates.

Dennis holds a master degree of Financial Engineering from Cornell University and bachelor degree of Science form the Chinese University of Hong Kong.
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Speaker Photo_150x150px_V2_Laura LUI
Laura Lui
Partner & Co-CIO , Premia Partners Company Limited
Laura has extensive experiences in the financial industry especially in index and quantitative investments and capital markets. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other exchange listed products from her previous roles with RBS and JPMorgan Chase Bank.  

Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology. She was also a member of the Young Leaders Circle at the Milken Institute. 
 
Laura has extensive experiences in the financial industry especially in index and quantitative investments and capital markets. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other exchange listed products from her previous roles with RBS and JPMorgan Chase Bank.  

Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology. She was also a member of the Young Leaders Circle at the Milken Institute. 
 
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Speaker Photo_150x150px_V3_Antoine
Antoine de Saint Vaulry
Regional Head of ETF Sales and Business Development, APAC , Citi

Antoine de Saint Vaulry is leading the ETF initiative for CITI in APAC based in Hong Kong.

Antoine started his career in 2001 at Société Générale on the Equity Finance desk in Paris, and moved in 2004 to join the Securities Finance department of Commerzbank in London. In 2010, he relocated to Hong Kong to lead Commerzbank’s Delta 1 and Securities Financing Trading team.

From 2012 onwards, he has been in charge of setting up and developing Commerzbank’s award winning Asian ETF Market Making platform.

He joined CITI in September 2018, to build and grow Citi’s ETF Market Making capabilities in APAC and globally, as APAC Head of ETF trading.

He then expanded his remit in 2020 to cover Sales and Business Development for the ETF initiative across CITI’s different businesses.

With a wealth of knowledge and expertise in equity products, Antoine is a frequent contributor to the ETF world, whether it is speaking at conferences, roundtables and workshops or being quoted in articles around Asia.

Antoine received an MSc in Management from ESSEC Business School in France in 2001.

Antoine de Saint Vaulry is leading the ETF initiative for CITI in APAC based in Hong Kong.

Antoine started his career in 2001 at Société Générale on the Equity Finance desk in Paris, and moved in 2004 to join the Securities Finance department of Commerzbank in London. In 2010, he relocated to Hong Kong to lead Commerzbank’s Delta 1 and Securities Financing Trading team.

From 2012 onwards, he has been in charge of setting up and developing Commerzbank’s award winning Asian ETF Market Making platform.

He joined CITI in September 2018, to build and grow Citi’s ETF Market Making capabilities in APAC and globally, as APAC Head of ETF trading.

He then expanded his remit in 2020 to cover Sales and Business Development for the ETF initiative across CITI’s different businesses.

With a wealth of knowledge and expertise in equity products, Antoine is a frequent contributor to the ETF world, whether it is speaking at conferences, roundtables and workshops or being quoted in articles around Asia.

Antoine received an MSc in Management from ESSEC Business School in France in 2001.

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Speaker Photo_150x150px_V3_Tony Wong
Tony Wong
Managing Director, Head of Sales, APAC , CSOP
Tony is managing the sales function for CSOP Asset Management based in Hong Kong. He oversees ETFs and active funds distribution & solution for Institutions, Private Banks, and Family Offices. Tony is responsible for executing sales strategies and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx in Markets & Client Development. Before that, Tony worked for Citi in various functions, including Private Banking ; Equities Sales & Trading and Management Program graduate.
Tony is managing the sales function for CSOP Asset Management based in Hong Kong. He oversees ETFs and active funds distribution & solution for Institutions, Private Banks, and Family Offices. Tony is responsible for executing sales strategies and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx in Markets & Client Development. Before that, Tony worked for Citi in various functions, including Private Banking ; Equities Sales & Trading and Management Program graduate.
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Speaker Photo_150x150px_V2_Panel 3  Aleksey
Aleksey Mironenko
Global Head of Investment Solutions , Leo Wealth

Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm’s investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results via considered counsel to clients.

Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years. Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock’s London, Tokyo and New York offices, helping institutions invest globally.

Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.

 

Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm’s investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results via considered counsel to clients.

Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years. Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock’s London, Tokyo and New York offices, helping institutions invest globally.

Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.

 
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Speaker Photo_150x150px_V2_Stephanie LEUNG
Stephanie Leung
Chief Investment Officer , StashAway

Stephanie has more than two decades of experience in managing multi-asset portfolios globally for institutional investors such as Goldman Sachs, and some of the largest family offices in Asia. Her expertise in global macro and quantitative strategies has enabled her to effectively manage multi-billion portfolios for clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region.

Stephanie graduated from Stanford University with a Masters in Computer Science (Artificial Intelligence).

Stephanie has more than two decades of experience in managing multi-asset portfolios globally for institutional investors such as Goldman Sachs, and some of the largest family offices in Asia. Her expertise in global macro and quantitative strategies has enabled her to effectively manage multi-billion portfolios for clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region.

Stephanie graduated from Stanford University with a Masters in Computer Science (Artificial Intelligence).

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Speaker Photo_150x150px_V2_Michael ELKO
Michael Elko
Head of Market Specialists, Hong Kong , Bloomberg L.P.

A 17-year Hong Kong financial services industry veteran, Michael Elko is currently the Head of Market Specialists in Hong Kong at Bloomberg L.P. In this role, Michael contributes to the development of Bloomberg's equity & digital asset product and sales strategies. 

Prior to Bloomberg, Michael began his career within equities at Credit Suisse, where he worked within a leading quantitative analysis platform, HOLT and in equities sales. Since coming to Bloomberg in 2017, Michael worked in sales development across portfolio analytics, index and enterprise sales divisions prior to taking his current role. 

Michael graduated from Northeastern University with a B.S. in Finance and International Business. He is an active member philanthropy community, in particular the American Club Foundation of Hong Kong.

 

A 17-year Hong Kong financial services industry veteran, Michael Elko is currently the Head of Market Specialists in Hong Kong at Bloomberg L.P. In this role, Michael contributes to the development of Bloomberg's equity & digital asset product and sales strategies. 

Prior to Bloomberg, Michael began his career within equities at Credit Suisse, where he worked within a leading quantitative analysis platform, HOLT and in equities sales. Since coming to Bloomberg in 2017, Michael worked in sales development across portfolio analytics, index and enterprise sales divisions prior to taking his current role. 

Michael graduated from Northeastern University with a B.S. in Finance and International Business. He is an active member philanthropy community, in particular the American Club Foundation of Hong Kong.

 
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Speaker Photo_150x150px_V3_Margery Wong
Margery Wong
Head of Finance and Fund Services , BOCI-Prudential Trustee Limited

Margery Wong is currently Head of Finance and Fund Services. She joined the Company in Apr 2022 and brought with her over 20 years of extensive experience in the financial industry.  In her role, she is responsible for financial control and fund services.  Before joining BOCPT, she was Head of Transformation and Implementation Controls, Alternative APAC at State Street. Prior to that, she led product solutions and strategies for Asia Pacific clients at BNP Paribas and HSBC Securities Services. 

Margery Wong is currently Head of Finance and Fund Services. She joined the Company in Apr 2022 and brought with her over 20 years of extensive experience in the financial industry.  In her role, she is responsible for financial control and fund services.  Before joining BOCPT, she was Head of Transformation and Implementation Controls, Alternative APAC at State Street. Prior to that, she led product solutions and strategies for Asia Pacific clients at BNP Paribas and HSBC Securities Services. 

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Speaker Photo_150x150px_V3_SuiChung
Sui Chung
Founding CEO and Chairman , CF Benchmarks

Sui is the Founding CEO and Chairman of the Board of CF Benchmarks. Leading the business since its formation in 2018, Sui has been responsible for the firm’s overall strategy and successful execution to becoming the worlds largest digital asset index provider with over $50bn of assets under reference.

Prior to his founding of CF Benchmarks, Sui spent 16 years in the traditional financial data sector with Euromoney Institutional Investor PLC.

 

Sui is the Founding CEO and Chairman of the Board of CF Benchmarks. Leading the business since its formation in 2018, Sui has been responsible for the firm’s overall strategy and successful execution to becoming the worlds largest digital asset index provider with over $50bn of assets under reference.

Prior to his founding of CF Benchmarks, Sui spent 16 years in the traditional financial data sector with Euromoney Institutional Investor PLC.

 
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Speaker Photo_150x150px_V2_David FRIEDLAND
David Friedland
Managing Director and Regional Head, Asia Pacific , Interactive Brokers Group
David Friedland is the regional head and managing director of Interactive Brokers Group’s Asia Pacific operations.

Mr. Friedland’s tenure with the firm dates back to 1985 where he assisted with the programming and development of its trading systems. In 1995 Mr. Friedland relocated to Hong Kong to oversee and commence the group’s derivative market making (Timber Hill) and brokerage operations (Interactive Brokers) in Asia and Australia.

Mr. Friedland has served as vice chairman on the Hong Kong Futures Exchanges HSI Future & Options migration special committee, was a member of the Security and Future Commissions Steering Committee on the Enhancement of the Financial Infrastructure in Hong Kong User Working Group, the Derivative Market Consultative Panel at the HKEX and currently is a member of the HKEX Clearing Risk Working Group, HKEX Cash Market Consultative Panel and the SGX DT Advisory Committee.

Mr. Friedland received his bachelor’s degree in economics from Vassar College, cum laude, and his MBA at the Anderson Graduate School of Management at UCLA.
David Friedland is the regional head and managing director of Interactive Brokers Group’s Asia Pacific operations.

Mr. Friedland’s tenure with the firm dates back to 1985 where he assisted with the programming and development of its trading systems. In 1995 Mr. Friedland relocated to Hong Kong to oversee and commence the group’s derivative market making (Timber Hill) and brokerage operations (Interactive Brokers) in Asia and Australia.

Mr. Friedland has served as vice chairman on the Hong Kong Futures Exchanges HSI Future & Options migration special committee, was a member of the Security and Future Commissions Steering Committee on the Enhancement of the Financial Infrastructure in Hong Kong User Working Group, the Derivative Market Consultative Panel at the HKEX and currently is a member of the HKEX Clearing Risk Working Group, HKEX Cash Market Consultative Panel and the SGX DT Advisory Committee.

Mr. Friedland received his bachelor’s degree in economics from Vassar College, cum laude, and his MBA at the Anderson Graduate School of Management at UCLA.
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Elena Lin
Managing Director, Head of Mainland Client Development , HKEX
Ms. Lin, Managing Director, is Head of Mainland Client Development at HKEX. She is in charge of business development of HKEX’s securities and derivatives business in mainland China. She is also a key contributor to HKEX’s connect projects and takes a leading role in major product development strategies.
 
Before joining HKEX, she worked for Singapore Exchange as the Sales Director for Greater China Market and Head of Shanghai Office. She helped the exchange to launch and promote many flagship products.
 
Ms. Lin was graduated from Shanghai Jiao Tong University majoring in international economy and trade and moved to work in Singapore in 2005. She also studied in Singapore's Wealth Management Institute. She was the former team leader of OCBC Private Bank.
Ms. Lin, Managing Director, is Head of Mainland Client Development at HKEX. She is in charge of business development of HKEX’s securities and derivatives business in mainland China. She is also a key contributor to HKEX’s connect projects and takes a leading role in major product development strategies.
 
Before joining HKEX, she worked for Singapore Exchange as the Sales Director for Greater China Market and Head of Shanghai Office. She helped the exchange to launch and promote many flagship products.
 
Ms. Lin was graduated from Shanghai Jiao Tong University majoring in international economy and trade and moved to work in Singapore in 2005. She also studied in Singapore's Wealth Management Institute. She was the former team leader of OCBC Private Bank.
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Speaker Photo_150x150px_V2_Heidi CAI
Heidi Cai
Head of International Business , ChinaAMC (HK)
Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has over 17 years of experience in financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.
Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has over 17 years of experience in financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.
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Speaker Photo_150x150px_V2_Bing FAN
Bing Fan
Chief Investment Officer, Global Index , E Fund Management (HK) Co., Ltd.
Mr. Fan is CIO of Global Index at E Fund Management (HK). Besides managing portfolios for index products, he is also responsible for research and development across passive, smart beta and ESG strategies. Prior to joining E Fund, Mr. Fan was with BlackRock as Portfolio Manager at iShares, Relationship Manager at BlackRock Solutions and Data Services Manager at Business Operations. Mr. Fan holds a Master's degree in Finance from University of Sydney and a Bachelor's degree in Engineering from Beijing University of Technology.
Mr. Fan is CIO of Global Index at E Fund Management (HK). Besides managing portfolios for index products, he is also responsible for research and development across passive, smart beta and ESG strategies. Prior to joining E Fund, Mr. Fan was with BlackRock as Portfolio Manager at iShares, Relationship Manager at BlackRock Solutions and Data Services Manager at Business Operations. Mr. Fan holds a Master's degree in Finance from University of Sydney and a Bachelor's degree in Engineering from Beijing University of Technology.
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Speaker Photo_150x150px_V2_Ann Cheung
Ann Cheung
Head of Sales, Institutional Sales and Trading Department , Huatai Financial Holding (Hong Kong) Limited

Ann Cheung, with 20 years of extensive working experience in the finance industry specialized in institutional sales and business & strategic developments. She joined Huatai Financial Holding (Hong Kong) Limited in March 2015 responsible for sales and distributions of the firm research, equity issuance, cross boarder business solutions.

Before joining Huatai, she was Head of Research Sales and Executive Director of Haitong Securities Group covering key global long only / hedge funds, renowned Chinese corporates, Private Equity / mainland mutual / hedge funds. She had an extensive tenure at Haitong across private banking, equity capital market and institutional distributions.

Miss Cheung holds a bachelor’s degree in marketing and a Master of Business Administration Degree from the Hong Kong University of Science & Technology.

Ann Cheung, with 20 years of extensive working experience in the finance industry specialized in institutional sales and business & strategic developments. She joined Huatai Financial Holding (Hong Kong) Limited in March 2015 responsible for sales and distributions of the firm research, equity issuance, cross boarder business solutions.

Before joining Huatai, she was Head of Research Sales and Executive Director of Haitong Securities Group covering key global long only / hedge funds, renowned Chinese corporates, Private Equity / mainland mutual / hedge funds. She had an extensive tenure at Haitong across private banking, equity capital market and institutional distributions.

Miss Cheung holds a bachelor’s degree in marketing and a Master of Business Administration Degree from the Hong Kong University of Science & Technology.

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Stanley Dai
ETF Institutional Sales, Greater China , Optiver

Mr. Stanley Dai joined Optiver in 2022. In his current role as ETF Institutional Sales, he is responsible for expanding relationships with institutional counterparties and strengthening cooperation with ETF issuers in the Greater China region.

Prior to joining Optiver, he served as Head of Sales Management and Fund Advisory at Harvest Global Investments, Vice President of ETF and Cross-Asset Investments at Ping An Asset Management (HK), and Senior Capital Markets Specialist at CSOP Asset Management.

Mr. Stanley Dai joined Optiver in 2022. In his current role as ETF Institutional Sales, he is responsible for expanding relationships with institutional counterparties and strengthening cooperation with ETF issuers in the Greater China region.

Prior to joining Optiver, he served as Head of Sales Management and Fund Advisory at Harvest Global Investments, Vice President of ETF and Cross-Asset Investments at Ping An Asset Management (HK), and Senior Capital Markets Specialist at CSOP Asset Management.

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