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Meet our speakers
 
Mr Naveed I. Ahmad,
Head of Investments,
Dubai Islamic Bank
Mr Arpit Argawal,
Chief Executive Officer,
Dawnay Day AV Group, India
Arpit Agarwal is amongst the first few who launched the business of Private Banking in India as early as 1993. During the last 14 years, he has conceptualized, launched and successfully built sizeable Private Banking businesses for DSP Merrill Lynch, BNP Paribas and ICICI Bank Ltd. in India and has hands on experience with high net worth Indian Resident and Non-Resident clients across the world. Under his leadership, the Private Banking business of ICICI Bank was ranked as the largest in India in February 2005 by CLSA and also amongst the top 3 in Asia Pacific in September 2005 by Private Banker International. Arpit is now the MD & Group CEO of the Financial Services business of Dawnay Day AV in India. Dawnay Day AV is a specialized financial services provider, formed through a joint venture between Dawnay Day International (DDI) and Alok Vajpeyi. The operations of the new venture in India cover Wealth Management, Stock Broking, Retail Distribution, Corporate Finance, Portfolio Management, Fund Management, Real Estate Advisory, Art Advisory and Research Services. A startup in India, the group has grown, in just over two years, to over 750 employees and 20 branches and targets to cross 4000 employees and 150 branches by March 2010. Arpit Agarwal is a Post Graduate in Finance from Delhi University and a Graduate of Science from St. Stephen’s College in Delhi, India and is also a Certified Financial Planner (CFP). A first in India, Arpit has been instrumental in launching Private Banking elective programmes in over 26 MBA schools and also teaches Private Banking. Arpit is an authority in his area of specialization and has been invited to speak at several conferences and seminars to share with the rest of the world his knowledge about the India markets and the financial services industry. His articles and interviews have been published in the Journal of Financial Planning, financial dailies and other forms of media.
Mr Micheal Armstrong,
Industry Advisor,
American Academy of Financial Management (AAFM)
Mr. Anup Bagchi,
Head,
ICICI Securities
Mr. Anup Bagchi is the Executive Director of ICICI Securities Ltd. ICICI Securities Limited (i-SEC), India's leading investment banking firm and is the first service in India to provide complete end-to-end integration for seamless electronic trading on the stock exchanges through brand www.idirect.com ICICI Securities Limited is a leader across the spectrum of investment banking. It is experienced in every aspect of the business from domestic and international capital markets advisory to M&A advisory, Private Equity syndication, Restructuring and infrastructure advisory. Mr. Anup Bagchi, Senior General Manager headed the International Retail Banking Group (IRBG) of ICICI Bank Ltd, the second largest bank in India and is also Director in ICICI Wealth Management Inc (Canada), ICICI Securities Inc. ICICI Securities Limited & in ICICI Comm Trade Ltd (ICTL).
Mr Satya Narayan Bansal,
Chief Executive Officer - India,
Barclays Wealth
Mr. William Cassidy,
Managing Director,
SEI Investments
Bill is Managing Director of SEI Asia’s Private Banking and Distribution Group. Bill joined SEI in 1987 and during his career at he has been involved in business and market strategy development, client management and prospective client development in most areas of SEI's business. He has held leadership roles in developing the company's business in areas such as Investment Processing, Global Fund Services, Transaction Services and Investment Distribution Programs. Outside of his career at SEI, Bill has worked extensively with both the buy-side and the sell-side in automating and improving trading practices through the use of technology. Bill is also Executive Director of SEI (Asia) Limited. In addition to his SEI experience, Bill has served in technical sales and sales management roles at, Bank of America, Bridge Information Systems/Bridge Trading Company and UNX, Inc. Bill earned his B.A. from the Pennsylvania State University and he is a registered Principal with the National Association of Securities Dealers in the United States.
Mr Michael Chan,
Chief Representative ,
Banque Piguet & Cie S.A.
Henrik T. Mikkelsen is Head of Private Banking at Commerzbank (South East Asia) Ltd. He is responsible for the bank's private banking activities in Asia and is developing Commerzbank's expansion strategy for the region. Prior to his relocation to Singapore in 2000, Mr. Mikkelsen worked for seven years in the former Soviet Union with senior management positions in both Russia and Ukraine. Mr. Mikkelsen has a Master of Science in Wealth Management from Singapore Management University and an international business degree from Copenhagen Business School.
Ms Myra Chan,
Head of Private Banking ,
JP Morgan
Myra Chan is the Head of Private Banks and Family Office, Structured Investor Distributor Marketing in Asia Pacific at JPMorgan. She leads a team of 8 marketers. The team provides structured solutions with various underlyings and exotic payoffs. These include Outperformance trades, Cross Asset Class hybrids, and Algorithmic underlyings. From 2003 to 2005, Myra was an Investment Counselor at Citibank Private Bank servicing Ultra High Networth Clients. Prior to that, Myra was an Institutional Sales in Equities for various major banks including HSBC Securities in New York, Lehman Brothers and Societe Generale in Hong Kong. She is a Certified Financial Analyst, and holds a Bachelor of Arts degree from the International Christian University in Tokyo, Japan. She speaks French, Mandarin, Cantonese and Japanese.
Allen C Choate,
Vice President, Partners in Asian Development,
The Asia Foundation
Mr David Chong,
Chairman,
Portcullis TrustNet Group
David is the founder and Chairman of the Portcullis Group of companies which in late 2004 acquired the TrustNet Group. The Portcullis Group and the TrustNet Group have merged to form one of the biggest independent groups of trust companies in Asia with offices in Singapore, Hong Kong, Taipei, Samoa, Cook Islands, British Virgin Islands, Kuala Lumpur and Labuan (Malaysia), Mauritius and Seychelles. David Chong was a lecturer in the National University of Singapore (NUS) for 3 years. He has a Master's Degree in Law and a Master's Degree in Business. He is the Senior Partner of the law firm, David Chong & Co. He is qualified as a Barrister of England, as an Advocate & Solicitor of Singapore, Malaya, Brunei, as a Solicitor in Australia and as Barrister & Solicitor of the British Virgin Islands. David was the first President of Society of Trust & Estate Practitioners (STEP) (Singapore Chapter); and is the President of STEP (Malaysia Chapter). David is also a member of the Board of Governors of the NUS High School of Math & Science and also a member of the Board of Governors of United World College of South East Asia.
Mr Andrew Deane,
Global Business Development Director,
Wealth Breifing
Andrew Deane is the Head of Business Development at WealthBriefing and one of the founding partners of the company. Andrew has over 22 years of experience in the financial markets and has held positions in back, middle and front offices. Based in the UK Andrew travels extensively to Asia and is a well known figure in the Wealth Management sector. Andrew is married with 2 boys aged 13 and 11 and outside of work his passion is rugby which he both plays and coaches.
Mr Geoffroy Dedieu,
Managing Director,
Bank Julius Baer & Co. Ltd., Singapore Branch
Mr. Dedieu joined Bank Julius Baer as Head Family Services. He is based in Singapore. He is French and has a Singapore Permanent Residence. He has lived and worked in Asia since 1993, graduating with a Master of Laws from the National University of Singapore. He started his career with an international law firm in Singapore. Before joining Bank Julius Baer, Mr. Dedieu was founder and Head of the European Desk in Asia for a large European Bank as well as Deputy Head of the bank for South East Asia.
Mr Sebastian Dovey,
Managing Partner, Head of Consulting,
Scorpio Partnership Limited
Sebastian is the founding director and managing partner of Scorpio Partnership. Scorpio Partnership is a leading industry consultancy focused on wealth management. The owner-managed firm is now in its ninth year and has worked with over 140 institutional and individual clients. Sebastian is lecturer at Swiss Finance Institute (formerly the Swiss Banking School) on family offices and wealth management for the executive MBA program. He serves on the editorial board of WealthBriefing and writes a column for the Financial Times’ business publication PWM. Sebastian’s industry views have been published in various leading financial publications, industry journals and broadcast on Bloomberg TV and CNBC. Sebastian has been an advisory board member of the Wealth Congress since 2003. He is also the creator and faculty director of the International Wealth Management Academy developed with the Financial Times Group. Sebastian holds a first class BA (Hons.) degree in Modern History from University College London and was awarded an MSc (Econ.) with distinction from the London School of Economics.
Mr Terry Alan Farris,
Head of Philanthropy Services,
UBS AG Singapore
Mr. J. Mark Fisher,
Finance Manager,
Arlan SA
J. Mark Fisher is the Finance Manager for Arlan SA in Geneva, a Multi-Family Office where he is responsible for the Wealth Management, Fund Advisory & the Discretionary Portfolio Investment divisions. Arlan is a regulated Swiss Financial Intermediary and member of the Swiss Association of Independent Financial Advisors (GSCGI) in Geneva and Mark is an active delegate of the GSCGI Commission for Banking Relations. Mark holds a Masters degree in International Relations from the Fletcher School of Law & Diplomacy at Tufts University, Boston, and a Bachelor of Business degree in International Finance from the University of Texas. He has worked in private banking beginning with Robeco Bank Switzerland and then Vice President and Head of Personal Banking at Rabo-Robeco Bank now Sarasin Bank. He has held key positions with the Investment Committee, Marketing & Operations Committees and also the Chief Investment Officer for several trusts and foundations. Mr. Fisher is the Fund Advisor for Custodia Finance Ltd. & the Custodia Funds group domiciled in Gibraltar with Credit Suisse. Mark is the President of The Fletcher Club of Switzerland, affiliated with Tufts University in Boston.
Mr. Peter H. Fletcher,
Managing Director,
Parly Company SA
Mr. Peter H. Fletcher is the Managing Director of Parly Company SA, Geneva, Switzerland, a family office which invests internationally in private/direct equity and alternative investment strategies. Mr. Fletcher has over 30 years of international experience covering a broad spectrum of financial management functions in the trust and banking industry in Canada, Australia, Bermuda, Hong Kong and Switzerland. In addition to holding numerous directorships of investment funds and companies, Mr. Fletcher has served on various government financial regulatory bodies. He holds the professional designation of Chartered Financial Analyst.
Ms Maria Teresa L. Galura,
Director,
Ateneo de Manila University
Maria Teresa L. Galura is the Director of the Family Business Development Center at the John Gokongwei School of Management of the Jesuit –run Ateneo de Manila University. She is also a Professor at the same institution. She has had over 25 years of experience in family business and family business consulting. Her areas of expertise in business are corporate and family business strategic planning, strategy implementation, project design and management, corporate governance, rehabilitation and restructuring of distressed corporations, and project management for non-profit organizations. She is a well-sought after speaker and has conducted seminars for family business and corporate clients, local governments and professional and community groups on various topics. Being a practicing family business owner herself and a second-generation successor, Prof. Galura brings in her depth of expertise to her family business consultancy as well as her academic engagement at the Ateneo. She has helped families craft their Family Constitution, facilitate Succession Planning Strategies and Strategic Planning for Family Businesses. She has designed Development and Training Programs for potential successors. In her various engagements in professionalizing the Family Business, she has facilitated families in establishing their governance structures such as the Family Council, the formation of a professional working Board as well as the setting up of their Family Office. She is currently a member of several Advisory Boards to various families. She helped develop the templates for the Crafting of a Family Constitution, Strategic Planning and Successful Succession for Family Businesses for the Ateneo Family Business Development Center. She is currently completing her doctoral degree at the University of the Philippines, was a full scholar and holds a Master of Business Management from the Asian Institute of Management and a BS Management-Honors from the Ateneo de Manila University.
Ms. Sara Hamilton,
Founder and CEO,
Family Office Exchange
Sara Hamilton is the founder and CEO of Family Office Exchange, established in 1989. Recognized for her expertise on wealth owners and their family offices, Sara and other Family Office Exchange managers serve as strategic advisors to sophisticated investors with assets lasting beyond one generation. As an innovator in the wealth management industry, Sara developed a number of unique resources designed specifically to increase knowledge and control for financial families and their advisors. At FOX, she spearheaded the first global online community for financial families, called FOX Exchange, accessible to members through www.familyoffice.com. In 1991, FOX conducted the first state-of-the industry study which profiled the buying behavior of 100 families with average assets over $300 million. In 1994, FOX helped launch the first venture capital fund-of-funds designed for financial families to access top-tier venture funds, now called FLAG Venture Partners. In 1999, Sara was a founding member of the Family Office Exchange Foundation, which designed and housed curriculum to educate owners about the stewardship of wealth. As one of the country’s leading spokespersons about private wealth management and the family office concept, Sara is editorial advisor for Private Wealth Management and serves on the Editorial Boards of the Journal of Private Portfolio Management and Trusts and Estates magazines.
Mr. Jaideep Hansraj,
Head of Private Banking ,
Kotak Mahindra Bank
Jaideep Hansraj, heads the Wealth Management business for Kotak across the Country. A B.Com. (Hons.) from St. Xaviers College, Calcutta, Jaideep started his career with Citibank N.A. in 1988. He joined the Kotak Mahindra Group in July 1993 as an officer. In a short span of 4 years, he was promoted as the Chief Executive of Kotak Mahindra International Ltd. (a subsidiary of KMFL) in Dubai. Subsequently, in October 1999, he was transferred to Kotak Securities, where he assumed the role as Head of the Private Client Function.
Mr. Brendan Harper,
Technical Services Manager,
Friends Provident International
Brendan Harper (B.A. Hons, Pdip, ACIS, DipPFS), is Technical Services Manager with Friends Provident International, providing financial planning solutions to expatriate and international investors. Brendan has overall responsibility for the taxation and technical support of Friends Provident International’s product and trust range provided from the Isle of Man, Hong Kong, Guernsey and the United Kingdom. Brendan has been in the industry for over 13 years and is one of the industry’s leading technical experts on offshore insurance based planning. Prior to joining Friends Provident International in 1998, Brendan spent 4 years with Scottish Provident International, specialising in tax and trust planning. Brendan spends much of his time speaking at seminars hosting workshops to financial advisers and other professionals, both in the UK and abroad. He writes regularly for the offshore financial press, including a regular column in “International Investment”. Educated at Queen’s University Belfast and the University of Ulster, Brendan is a member of the UK Personal Finance Society, an Associate of the Chartered Institute of Chartered Secretaries & Administrators and a member of the International Tax Planning Association. Brendan is also the Tax Committee Chairman for the Association of International Life Offices.
Mr. Paul Heffner,
Managing Partner ,
Ajia Partners
Paul is a Partner of Ajia Partners and Managing Director for the Fund of Hedge Funds business. Paul is the Portfolio Manager for the Ajia Partners Asian Opportunity Fund, Ajia Partners Japan Opportunity Fund and Deutsche Bank dbX-Multi-Strategy Liquid Index. In addition to Paul’s operating responsibilities, Paul is the Responsible Officer for Ajia Partners Asset Management (HK) Limited. Paul has over 13 years of investment experience in Hong Kong. Prior to joining Ajia Partners, Paul was Managing Director for the Novel Group, a major Hong Kong family office. Paul worked with the family’s joint venture partner, Fairfield Greenwich Group, to launch the Chester Global Strategy Fund, a global fund of hedge funds, which currently manages approximately US$3.0 billion in assets under management. Paul began his career in Hong Kong with Morgan Stanley in the Private Wealth Management division. Paul has a MBA from Columbia Business School and graduated with Honors in Asian Studies from Trinity College in Hartford, Connecticut. Paul is the Vice President of the Columbia University Alumni Association in Hong Kong and a regular speaker about investing in Asia. Paul was recently a featured guest on CNBC Asia to discuss “Investing in Japan”.
Mr Tuan Huynh-Huu,
Division Director,
Macquarie Equities (Asia) Limited
Tuan Huynh-Huu is the Division Director, Structured Products & Funds at Macquarie Equities (Asia) Limited. Mr. Huu joined Macquarie since June 2006, he has been designing products for Private and Retail Banks. With over 15 year’s of extensive experience in the financial markets, Mr. Huu worked at some of the world’s leading banks included Société Générale, HSBC, CDC-Ixis and BNP Paribas. He was Head of Asia ex Japan for Société Générale Asset Management (Alternative Investments) and Head of Equity Derivatives Structuring at HSBC Capital Markets. Mr. Huu studied Civil Engineer at Ecole Nationale des Ponts et Chaussées (Paris).
Mr. Alan Inn,
Co-Head,
CIMB Private Banking
Alan Inn is Co-Head of CIMB Private Banking where he also oversees the management of investment portfolios and product development. Alan was one of the pioneers of CIMB Private Banking when it first launched in April 2002. After helping build the private bank’s client base, he then headed the Investment and Product Development team in March 2005. Alan spearheads a team of dedicated and professional staff who actively manage a wide range of investment solutions, sourced from within CIMB Group and from third party business partners. In the last two years, the team successfully introduced numerous unique products, namely Nippon Structured Note, AllStars Structured Note, Allianz Oriental Income Fund, DWS Global Themes Fund and various discretionary mandates. Prior to joining CIMB Private Banking, Alan was with Dresdner Kleinwort, Malaysia as a Director and Head of Research for Malaysian Equities.
Mrs Chew-Mee Kirtland,
Managing Director,
Mornington Services Pte Ltd
Ms. Kirtland is Managing Director of Mornington Services Pte Ltd, a Singapore-incorporated family-office services company. Mornington is a dedicated family office which provides wealth management and fiduciary services for family members. Prior to starting Mornington in 1999, Ms. Kirtland was Managing Director at Chase Manhattan’s Private Bank from 1995 to 1999. She began her professional career at J.P. Morgan which she joined upon graduating from the Colgate Darden Graduate School of Business Administration with an MBA at the University of Virginia in 1981. Ms Kirtland received a B.A. (Hons.) in Economics from Hollins College (Virginia) in 1979 where she was also elected to Phi Beta Kappa. At J.P. Morgan, Ms. Kirtland worked in fixed income securities trading and sales (1981 – 84, 1985 - 89) and the Private Bank (1990 – 1995) in New York and Singapore. In 1984, she started a Eurobond distribution business at Bank of America’s Investment Securities Division in San Francisco before rejoining J.P. Morgan in 1985. Ms. Kirtland is a Trustee Emerita of the Darden School Foundation at the University of Virginia after serving as a full member of the Board of Trustees from October 2000 – October 2006. She oversees 2 private family foundations that fund projects in environmental conservation, education and public health. Ms. Kirtland teaches a class, “Ethics in Private Wealth Management” at the Wealth Management Institute (a subsidiary of Temasek Holdings Limited).
Mr Francis Koh,
Practice Professor of Finance & Associate Dean Director,
Lee Kong Chian School of Business SMU
Mr Eng Huat Kong ,
Managing Director (South Asia),
Merrill Lynch Private Bank
Mr Davy Lassagne,
None,
Meyado Pte Ltd
Davy Lassagne has 11 years of experience in international banking and finance, with six years as a Private Wealth Manager with Meyado Singapore regional office. He is currently servicing over 150 clients in 16 different countries. Meyado specialises in providing wealth management services and solutions to private clients worldwide from three main operational hubs: Singapore, Dubai and London (headquarters). Davy specialises on servicing successful women executives by providing them with mid to long-term investment strategies for their personal and/or their family’s financial planning. Davy has been running several seminars for various Women’s associations in Singapore on the subject. Previously, Davy served as the country representative of French Bank Natexis Banques Populaires (now Natixis) and also as the President of the French Chamber of Commerce in Yangon, Myanmar from 1999 to 2001. He also worked at the French Trade Commission in Seoul, Korea as a consultant for the French Government for two years to assist French companies establish and expand their business in Korea. Davy holds an MBA in Finance and Strategy from l’Ecole Superieure des Sciences Economiques et Commerciales (ESSEC Business School) in Paris, France. He is currently President of his MBA School alumni group and Board Member of ESSEC Asian Centre. He is frequently involved in supporting local and regional charities, focussing in particular on helping disadvantaged children.
Mr. Louis Leblanc,
Vice President & Managing Director,
National Bank Financial
Louis Leblanc Vice President and Managing Director Immigrant Investor Programs, National Bank of Canada Louis Leblanc is one of an elite few government-designated facilitators of Canada’s immigrant investor programs, as well as the country’s most successful operator of these programs. Mr. Leblanc began his career as a specialist trader on the floor of the Montreal Exchange in 1983 before directing his full attention to meeting the specialized needs of immigrant investors. He graduated with a BA in Economics from Montreal’s McGill University in 1983, where he was a Faculty Scholar. Operating and enhancing the program, designed to help immigrant investors become Canadian citizens, is his principal occupation. Louis Leblanc has a world of experience with immigrant investors. In Fact, Mr. Leblanc help found the first immigrant investor program together with the government, in 1986. Today, he travels widely to serve clients and maintain active ties with a global network of agents.
Mr. Nadav Lehavy,
Vice President,
AIG Private Bank Singapore Representative Office
Nadav Lehavy has 20 years experience in the financial services industry. He is currently a Director with AIG Private Bank Ltd., specifically responsible for the bank’s upgrade of its representative office status in Singapore to a licensed bank. In his position, Nadav is a corporate officer of the bank and a member of the bank’s Asian regional business unit head committee. Nadav has lived and worked in Asia for over 15 years. Much of his experience in Hong Kong and Singapore has been tied into building and starting up financial services business lines for AIG. In addition to his experience at AIG Private Bank, Nadav was the Managing Director for AIG Trading’s business line in Asia. AIG Trading was a United States based firm within AIG’s financial services business line that provided liquidity and risk management services in the foreign exchange and commodity markets to a range of counterparts that included institutional investors, high net work individuals, hedge funds, financial institutions and sovereign names. In total, Nadav has enjoyed a 13 year career with AIG. Nadav started his career in 1986 as a commodities trader as a key member of the precious metals team at Drexel Burnham Lambert. In 1990, senior management included Nadav to join a select team to start up a similar business line for AIG. Nadav holds a Bachelor of Arts degree in Economics from the University of Pennsylvania.
Mr Sze Hian Leong,
President,
Society of Financial Service Professionals
The Hon. Leong Sze Hian has 3 Masters degrees in Financial Planning & Financial Services, 2 Bachelors degrees in Economics & Insurance, and 13 professional qualifications. A Wharton Fellow, he is an Accredited Investment Fiduciary Auditor, alumnus of Harvard University and the inaugural United Nations University International Leadership Academy. He has served as Honorary Consul of Jamaica, Representative of the Inter-American Economic Council, Chairman of the Institute of Administrative Management, on the Board of Trustees of the Singapore Professional Centre, the UNESCO Leadership Chair Council, and founding Advisor to the Financial Planning Association of Indonesia. He has been invited to speak more than 100 times in about 20 countries on 5 continents, about 15 times in Islamic finance conferences, authored 3 books and quoted over 1000 times in the media over the last 7 years.
Mr Ronald R. Macleod,
Managing Partner ,
Baciu Family Capital Management LLC
Ron Macleod is Managing Partner of Baciu Family Capital Management (BFCM). BFCM is a private family investment office in California. In less that one year, Macleod has succeeded in migrating a very private family with over 12 separate third generation shareholders, with over 75 subsets generations into a focused and actionable family office. The family’s real estate holdings are the primary driver of wealth and Macleod has provided a solid exit strategy. Macleod has developed and implemented a family succession plan, a concise investment policy statement, and provided oversight to day-to-day management of the family. Ron formerly was Senior Vice President of US Trust Family Wealth Group. Mr. Macleod led a team of specialists offering expert services including: institutional asset management, alternatives, structured product, estate and trust services. Macleod pioneered an intergenerational education effort aimed at children of extremely affluent families. Macleod’s team caters to corporate directors and senior management, endowments, foundations, educational institutions, wealthy individuals and family office partnerships. Macleod has been an investment and institutional advisor for over 20 years. He has broad and deep capital markets and financial experience, including senior positions at Mellon Institutional, Merrill Lynch, Drexel Burnham, Georgeson and The Nasdaq Stock Market. Macleod has extensive startup, business development, and fundraising and strategic management experience in financial services. Additionally, he has hands-on experience in venture capital, private equity, global stock exchanges, corporate advisory and investment banking Attending UCLA, Mr. Macleod majored in economics and political science. He has maintained a Series 7 & 63 licenses with the NASD since 1981. Macleod is currently a Certified Financial Planner candidate and a Chartered Alternative Investment Analyst candidate. In addition, he is a member of the Financial Planning Association, Family Office Exchange and the Institute for Private Investors. Mr. Macleod was one of the founding principals of the Santa Barbara Technology Group and former Managing Director of Capital Markets, Global Sales & Investment Banking for The NASDAQ Stock Market. Macleod contributes his skills to several boards including: The Dream Foundation, Central Coast Venture Forum and Seattle Children’s Hospital – Children’s Legacy Advisor. Personal interests include: Private pilot, skiing, scuba diving, long distance runner, photography, gardening, avid horseman (Rancheros Visitadores - pending member), golf, mountain biking, surfing and fly fishing. Macleod resides in Santa Barbara with his wife and two children.
Rajesh Malkani,
Global Head of Private Banking,
Standard Chartered Bank
Mr Henrik T Mikkelsen ,
Head of Private Banking ,
Commerzbank (South East Asia) Ltd.
Mr Patrick Moisy,
Head of Equity Deriviatives & Convertibles,
JP Morgan
Patrick Moisy is Head of Equity Derivatives for Asia Pacific. Patrick runs a business of approximately 200 people based in Hong Kong, Tokyo and Sydney. The trading business covers a broad range of equity derivative products and activities including Flow and Exotic products, Equity Financing, Index Arbitrage, Stock Borrow Loan and Convertible Bonds. Patrick also oversees Hedge Fund Sales, Institutional Sales and Structured Products Marketing across the region. After graduating in Computer Science from Dauphine University Paris, Patrick started his career as an Equity Derivative trader at Société Générale in Tokyo in 1989. After joining JPMorgan in 1990, Patrick’s career spanned several roles including Derivatives Trading, Corporate Derivatives Marketing, Yen Interest Rate Options & Yen Swaps and Options Trading, Country Manager in Korea, Head of Market Risk Management in Asia and Head of Equity Derivatives in Japan before moving into his existing role as Head of Equity Derivatives Trading for Asia Pacific in early 2007.
Dr François Monnet,
Managing Director, Head of Private Banking Southeast, Asia,
Credit Suisse, Singapore
Dr François Monnet joined Credit Suisse as Head of Private Banking Southeast Asia and Australasia, effective September 1, 2007, based in Singapore. Mr Monnet is responsible for the further build up of Credit Suisse’s established franchise across Southeast Asia, and growing the bank’s domestic presence in its regional hub in Singapore as well as its newly set up operations in Australia and Indonesia. Mr Monnet has substantial experience in business development in the financial and consumer industries across Asia Pacific and Europe, with UBS and Eastman Kodak Corporation. Prior to joining Credit Suisse, Mr Monnet headed the offshore private client business segment in Asia Pacific at UBS, with an additional focus on the Singapore domestic market. He also worked for UBS in Zurich in Mergers and Acquisitions. Mr Monnet is a graduate from University of Geneva. He also holds a Master of Arts in Law and Diplomacy from Tufts and Harvard Universities, Cambridge USA as well as a Doctor of Philosophy in Political Science from University of Geneva, Switzerland. He is also a Chartered Financial Analyst.
Mr Saadat Muzaffar,
Head - Global Wealth Management,
Dubai Islamic Bank
Mr. Hassan El Nahas,
Head of ABN Amro Private Banking,
ABN Amro Bank
Hassan El Nahas is the head of ABN AMRO Private Banking in the United Arab Emirates (UAE), effective June 2007. Prior to joining the private bank, Mr El Nahas was leading ABN AMRO’s Multinational Clients division, overseeing inbound corporate business into Singapore. ABN AMRO’s international business in the UAE remains a strong engine of growth for Asia. Mr El Nahas’ 11 year global banking experience in the bank, compliments and fast tracks the bank’s strategy of delivering tailored products and services to clients in this important market. His background in growing and developing the bank’s strategies is particularly effective in the building on the strong foundations and exciting opportunities already created by the private bank in the UAE. An Egyptian national born in Bahrain and a permanent resident of Singapore, Mr El Nahas is uniquely positioned to understand and link the needs of our Arabic clients to the ABN AMRO’s Asian and global network. Mr El Nahas received his Masters of Business Administration and Public Policy from, respectively, the Harvard Business School and the Kennedy School of Government (Harvard University).
Girish Nayak,
Head, International Retail Banking Group,
ICICI Bank
Mr Tung Kim Nguyen,
Managing Director,
Indochina Capital Advisors Limited
Tung Kim Nguyen is a Partner and Board Member of Indochina Capital, Vietnam's leading investment firm with US$1.8 billion in funds under management and projects under development. He is primarily responsible for the firm's capital markets activities including the management of over US$600 million in funds dedicated to the securities market and the oversight of the its affiliated Vietnamese broker-dealer and investment bank, Mekong Securities. As the co-chief investment officer of Indochina Capital Vietnam Holdings, the firm's managed fund which is listed on the London Stock Exchange main board, Tung Kim is responsible for the fund's investment program implementation and decisions. Prior to joining Indochina Capital, from 1997 to 2002, Tung Kim worked for Goldman Sachs. in New York where he first joined the corporate treasury department, having responsibility for assisting in managing Goldman Sach's debt funding program, including short-term credit facilities and long-term private placement notes. In 1999, he moved to the advisory side where he advised on security originations and acquisition transactions for a variety of municipal healthcare, municipal government, and insurance clients. Tung Kim received a Bachelor of Science degree in general business with an emphasis in finance from the University of Minnesota in 1997. While pursuing his undergraduate degree, he participated in an independent studies program that gave him a semester of full-time political staffing responsibilities in the executive offices of the president of the United States at the White House in Washington, D.C. Tung Kim resides with his beautiful and talented wife in Ho Chi Minh City, Vietnam.
Mr Urs-Peter Oehen,
Chairman & Chief Executive Officer,
Expersoft Systems
Mr Justin Ong,
Partner,
PricewaterhouseCoopers
Ms Carol Pepper,
CEO & Founder,
Pepper International, LLC
Carol Pepper is Founder and Chief Executive Officer of Pepper International LLC, a family office located in New York City. Carol was named a 2007 Rising Star in Wealth Management by Institutional Investor News. Carol acts as an advisor to families of wealth and oversees the investment management, estate and tax planning, philanthropy and concierge needs of her clients. The firm has an expertise in Socially Responsible Investing and works with families who would like to have a strong focus on integrating their values into their investments and their philanthropy. The firm also specializes in helping women of wealth become empowered investors. Carol also acts as a consultant to global families who would like to create their own operations, and has built family offices in the Middle East, Europe and the United States. A Board Member of ESAFON (www.esafon.com), the European Strategic Advisor and Family Office Network, Carol lectures extensively around the world on issues of interest to the family office industry. Past and current speaking engagement agendas are posted on the company website, www.pepperinternational.com. Carol has over 20 years’ experience in the wealth management industry. Prior to forming Pepper International in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office formed by the Rockefeller family. As a principal at Morgan Stanley, she was instrumental in creating a web-based virtual family office prototype. Carol graduated cum laude from Bryn Mawr College in 1984 with a BA in philosophy and a minor in Russian language. She obtained an MBA in entrepreneurial studies from Columbia University Business School in 1989. She has been an active volunteer with non-profit organizations, including the International Museum of Women and Bryn Mawr College.
Mr Patrick Peyton,
Chairman & CEO,
Despatch Industries
Patrick J. Peyton joined Despatch Industries, a family business with global industrial interests, in 1994, and was named chairman and chief executive officer. He has led this 105 year old operating company, increased their market share and acquired the company from the family in 2007. Despatch Industries, headquartered in Minneapolis is the world’s foremost partner for integrated thermal processing solutions. Despatch has proven market leadership in the technology, transportation, healthcare and industrial marketplaces. Despatch is an innovation driven company committed to satisfying customer needs through innovative research and development. Approximately 70% of Despatch Industries products are shipped abroad, many to customers in China and Europe. With Mr. Peyton’s 25 years experience as a family wealth leader, he has served high net worth families around the world, and has been accountable for the wealth management strategies for numerous multi-generation families including the leadership and growth of significant global private equity holdings. He serves on numerous boards and is a member of several professional societies. Mr. Peyton lives in Minneapolis, Minnesota with his four children.
Leslie Phang,
Head of Investments,
Schroder & Co. (Asia) Limited, Singapore
Mr Mike Rea,
President & Chief Executive Officer,
Give2Asia
Mike is the president and CEO of Give2Asia, a non-profit organization established by The Asia Foundation to facilitate personalized U.S.-Asia international philanthropy. Mike helped create Give2Asia in 2001 and has built an organization which has enabled over $40 million in giving to Asia in five years, and serves a wide range of donors and program interests across Asia – from Afghanistan and Pakistan to China and Korea. Prior to leading Give2Asia, Mike managed international exchange and technical assistance programs for The Asia Foundation's Asian America Exchange unit, specializing in philanthropy and the legal and regulatory infrastructure of the nonprofit sector. Program partners included the Japan NPO Center, National People's Congress of the People's Republic of China, and Mongolia's Center for Citizenship Education. Other endeavors have broadly concerned developments in Asia, U.S.-Asia relations, and communications. Mike received an M.A. in Asian studies from the University of California, Berkeley, where he researched anthropology and tourism. He has served as senior producer for the Washington bureau of Tokyo Broadcasting System, as well as a freelance print and television journalist. Mike spent two years overseas in Japan writing and teaching, and he earned his Bachelor's degree from Middlebury College
Mr Graham Reeve,
Managing Director,
Myer Family Office
Graham Reeve is the Managing Director of The Myer Family Office. He is a guest lecturer at the University of Melbourne teaching in both the undergraduate and post graduate personal financial management subjects. He is also a lay preacher. Graham was previously a tax and financial planning partner with Arthur Andersen. He joined The Myer Family Office in 2002. Graham has over 30 years experience in advising high net worth clients and families.
Mr Kurt Schenk,
Managing Director,
EFG Bank
Wee Sin Tho,
Chief Strategist - Endowment Programme,
National University of Singapore (NUS)
Wee Sin Tho is currently the Chief Strategist, Endowment Programme of the National University of Singapore. He is also a Director of two public companies listed on the Singapore Stock Exchange, namely, Keppel Telecommunication & Transport Limited and Hwa Hong Corporation Limited. Earlier in his career, he had served as Chief Executive Officer or Managing Director of publicly listed companies in Singapore and Malaysia engaged in financial services and real estate businesses. He graduated from University of Singapore with Honours in Bachelor of Social Sciences (major in Economics) in 1969/70.
Sunil B Singhania,
Equity Fund Manager,
Reliance Mutual Fund
Sunil B. Singhania is the Equity Fund Manager at Reliance Mutual Fund, India. He is a Chartered Financial Analyst from The Association of Investment Management and Research - Charlottesville, USA. He is also a Chartered Accountant and a rank holder from the Institute of Chartered Accountants of India. Sunil currently manages assets worth US$ 4 bn under various schemes in India. He is the fund manager for Reliance Growth Fund which was ranked by Lipper in 2006 as the best performing fund across the globe in terms of 5 yr and 10 yr performance. Sunil is the President of Indian Association of Investment Professionals, the CFA India society. He is also a member of the Standards & Practice Council of CFA Institute headquartered in US and was a part of the 15-member committee that rewrote the Code of Ethics and Standards of Practice handbook used by CFA charter holders and its candidates. Sunil Singhania's current portfolio at Reliance Capital Asset Management includes: * Managing the Reliance Growth fund, the flagship fund with assets of approximately US$ 1.41 bn (Rs 5611.56 crores) as on 29th February’2008. The scheme focuses on investing in Indian stocks, predominantly in the mid-cap space. The scheme has been among the best performing schemes in its category in India consistently over a period of 10 years. * Managing the Reliance Equity fund which is long /short fund with assets of approx. US$ 735 mn (Rs 2937.64 crores ) and Reliance Long term equity fund , closed ended diversified equity fund with assets of approx US$ 611 mn (Rs2439.15 crores ) as on 29th February’2008. * Managing sector specific schemes like the Reliance Diversified Power Sector fund, a U$ 1.53 bn fund (Rs 6116.66 crores), scheme that focuses on investments in India in the power sector arena.It is one of the best performing funds in the sectoral category in the last one year. Managing Reliance Banking fund which focuses on investments in the banking sector with assets of US$ 244 mn (Rs975.76 crores) as on 29th February’2008.Guiding the use of derivatives for portfolio protection and enhancing returns for the equity schemes of Reliance Mutual Fund.
Mr. Ronil Sujan,
Executive Director,
Rabobank International
Ronil Sujan has 10 years of experience in banking, investing and entrepreneurship management with the Rabobank Group in India and in Asia. He was part of the successful team which set up Rabo India Finance (today a 100% sub. of Rabobank International) in 1998 and built it into one of the top corporate finance houses in India with a unique sector focused strategy. Currently, he is a part of the senior manager team at Rabobank International where one of his responsibilities includes developing the cross-sell relationship with Bank Sarasin-Rabo Asia, the wealth management arm. Prior to Rabobank, Ronil held positions in investment and private banking at Bank of America and Merrill Lynch. In addition, Ronil has three years of operational experience in the USA with United Technologies Corporation as part of their operations analysis team and with Price Waterhouse as a Management Consultant. Ronil holds an FMP (Stanford University, USA), MS (Texas A&M, USA) and BA (Muhlenberg College). He also completed an AFP (Investments) in 2004.
Ms Aline Sun,
Head of Asset Allocation,
Unibanco Asset Management
Mr Joseph Tan,
Senior Strategist,
Fortis Bank SA/NV
Joseph is a Senior Strategist for Fortis Bank SA/NV responsible for global markets research on Asian foreign exchange and interest rates. Prior to joining Fortis, Joseph was with a major British bank in the area of economics research on Southeast Asian economies. A CFA charter holder, Joseph speaks frequently at regional forums and roundtables organised by government bodies and think-tanks. Joseph is also a council member of the Singapore Institute of International Affairs; the oldest think-tank in Singapore which actively leads and participates in the discussion of regional and international issues. Meeting frequently with officials from regional central banks, economy and finance ministries Joseph ascertains policy trends, which serve as inputs for FX and interest rate strategies for clients. His views are frequently sought and featured by the local and international financial news agencies.
Mr Markus Tanner,
Head Edudation & Development,
UBS Singapore
Mr Philippe Theytaz,
Executive Director & Head of Business Development, Wealth Management,
SG Private Banking (Asia Pacific)
Philippe Theytaz joined SG Private Banking (Asia Pacific) in 2007 as Executive Director and Head of Business Development. He plays a key role in SG Private Banking’s expansion plans and other new initiatives for the region. Prior to joining SG, Philippe Theytaz was an Executive with IBM Business Consulting Services in charge of its Financial Services Sector in Switzerland, Eastern Europe and the Middle East. Prior to IBM, He was the partner leading the European Private Banking and Wealth Management consultancy practice at PricewaterhouseCoopers. In 2005, Euromoney Magazine voted him one of the world’s leading financial services consultants and advisors. A Swiss national, Philippe Theytaz has a master degree in Business Administration (MBA) from the Boston College Graduate School of Management in the USA and a Bachelor of Arts degree in International Relations from the Graduate Institute of International Studies in Geneva, Switzerland.
Dr. Mary Ann Tsao,
President,
TSAO Foundation
Mr Stuart Webster,
Head of Global Property,
New Star Asset Management
Stuart Webster is head of global property at New Star. He has over 22 years' experience of international property markets. Prior to joining New Star, he worked at Citigroup from 2002 building and managing international property funds. Stuart has also worked at DTZ International and Savills
Mr. Yuelin Yang,
Managing Director (Strategic Projects),
IMC Corp Limited
Yuelin T. Yang is the Managing Director (Strategic Projects) and, concurrently, a member of the Executive Committee and General Counsel of IMC Corp Limited. Mr Yang has been with the IMC Group since 1995 and has held various senior appointments. As Director of Legal and Corporate Development, he oversaw legal affairs, strategic alliances and joint ventures. He later moved on to take on the position of Director of Finance and Corporate Affairs, where his portfolio expanded to overseeing the day-to-day financial affairs of the company. He was also the Director of Investments, which is the non-marine investment arm of IMC Group, which aims to seek investment opportunities for the Group. Prior to joining the IMC Group, Mr Yang was the Associate General Counsel at Acer Computers in San Jose, California and Taipei, Taiwan. He started his career practising law in Silicon Valley at the Cooley Godward and Brobeck Phleger law firms. Mr. Yang received a BS in Industrial Engineering from Stanford University in 1983 and a JD from Stanford Law School in 1986. Mr Yang was born in the United States and has lived and worked in the United States, Hong Kong and Taiwan. Mr Yang has been a guest speaker at various forums worldwide on the subject of Asian Family Businesses and Family Offices, including The Asia Society, New York (2003), The Wharton School (2004), Family Business Network’s (FBN) 16th Annual Summit in Brussels (2005) and FBN’s NextGen Annual Meeting in Spain (2007). He is a member of the State Bar of California, The Family Business Network, The Global Family Advisory Council of the Family Office Exchange, The Asian Corporate Governance Association and The Pacific Pension Institute. The IMC Group is a 4th generation, privately held enterprise with a history dating back to the beginning of the 1900s when it first focused on the maritime and banking sectors. Today IMC Group has over 7000 employees in Asia as well as offices in USA, Europe, Australia and the Middle East. IMC Group’s three main areas are: (a) IMC Corp Limited which owns and operates over 50 dry bulk and chemical tanker ships, four shipyards in Thailand and China, logistics assets in Indonesia, Vietnam and China, as well as holding significant interests in the energy and mining sectors such as 40% of a US$360 mil FPSO and iron ore, coal, nickel, and marginal oil fields, (b) IMC Investments which manages a portfolio of public securities, hedge fund and private equity fund investments, and (c) IMC Real Estate which helped to develop the Suntec City complex in Singapore and currently has projects under development in Dalian, Qingdao, Chengdu and Kuala Lumpur.
Mr Gregory Yu,
Head of Product Development,
JP Morgan
Gregory Yu is currently responsible for JPMorgan’s Equity Exotics & Hybrids Product Development Group for Asia. The group focuses on creating exotic option payoffs and algorithmic indices used in structured products, as well as customizing investment platforms for institutional proprietary investment schemes. From 2004 through 2006, Greg was Head of Fund Derivatives Structuring, Asia Ex Japan, for BNP Paribas Hong Kong, where the product line ranges from option based CPPI structures on mutual funds and hedge funds, to portable alpha and leverage solutions on multi strategy alternative investment portfolios. Prior to joining BNP Paribas, Greg was part of the Zurich Capital Markets’ Structured Products team in New York, overseeing a $10 Billion derivatives financing business for fund of hedge funds portfolios. Greg began his career as a Risk Manager for Salomon Smith Barney in New York and received his B.Sc. Degree in Applied Economics and Business Management from Cornell University in Ithaca, New York.
 

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