Asset Allocation Summit Asia Conference - Speaker list

Acts as Capital Initiatives and Marketing Advisor to the Tranen Capital Alternative Investment Fund Introduced and built life settlement strategies inside major U.S. life insurance carriers Graduate of Univ. of Illinois; Northwestern Univ., Kellogg Executive...

Heiko Bailer is the Head of Quantitative Solutions at Clariden Leu. He is responsible for quantitative investment strategy & research across the bank. Prior to September 2010 when he joined Clariden Leu, Heiko worked for over ten years at financial institutions in...

Mr. Barr is the Chief Investment Officer & Unit Leader for SEI’s Investment Management Unit (IMU). He is responsible for guiding the vision, strategy, process and governance of the IMU. Mr. Barr works with the investment professionals, carrying on the heritage of...

Christopher T. Battifarano, CAIA, CFA Senior Investment Partner Chris joined GenSpring Family Offices in 2001. His primary responsibility is leading the firm’s due diligence process, which covers both traditional long only equity and fixed income mandates as well as...

Dr. Rico Baumgartner, attorney-at-law, has in-depth knowledge and experience in Private and Corporate Banking, Structured Finance, Insurance and Turn- around Management as well as in a wide area of Corporate and International Law. Previously, he has been Head Special ...

Fritz Becker has been the CEO and Managing Director of Harald Quandt Holding in Bad Homburg/Germany since 2002. Mr. Becker has more than 28 years of experience in the finance and insurance business. Before joining Harald Quandt family, he was executive board member...

Ulrik Bie is Chief Analyst and Head of Strategy & Macroeconomic Research at Nykredit Bank. Ulrik covers the American and British economies but is also responsible for the overall global economic view. He is a frequent participant in domestic and international client...

Boris joined Search Investment Group in 2004 from the Hong Kong office of PPM Capital, where he spent five years and was an Associate Director working on management buyout and fund of funds investments in the Asia Pacific region. He previously worked with John Laing...

TIARÉ GROUPE is a company registered in France, which offers multidisciplinary consulting services addressing the needs of large asset holders. The group’s activities range from asset management to major risk coverage. Tiaré Conseil is a wealth management and...

Jammy Chan joined the World Gold Council in May 2010. He is the Area Manager of Investment. Based in Beijing, he is responsible for the gold business and product development in China and the Far East region ex-Japan. Before his tenure with World Gold Council, Jammy...

Binay is a Portfolio Manager for Principal Global Investors and also serves as Chief Investment Officer for Principal Global Investors (Hong Kong) Limited.  He is responsible for overseeing investments of the group in the Hong Kong region. He joined the firm in 2000...

Alan Chang is a Managing Director at Capricorn Investment Group, which was founded by former eBay president Jeffrey Skoll. Alan oversees Capricorn's multi-asset class portfolio of investments in Asia and emerging markets as well as Capricorn's global venture...

Mr. David Chang, American citizen, is currently employed by Guotai AMC as Assistant President and responsible for international business. He is also a Member of firm wide investment committee and a Member of fixed income investment committee. Before joining Guotai...

Mr Chen Yang Chung Roy, BA, MBA Chairman & CEO of Grace Financial Limited. Grace Financial, established in early 2008 and based in Hong Kong, is a family office spin-off offering wealth management services to the family of origin and other “like minded” ultra high...

Conrad Cheng Chief Investment Officer Lippo Investment Management Limited Conrad has 20 years of experience in the investment industry. In the late 80’s, he began his career in Australia with the AMP Society. His first position in Asia was an Actuarial...

Hon is the Regional Director for the Official Institutions Group in Asia and has responsibility for developing relationships with central banks, sovereign wealth funds and other government agencies in the Asia-Pacific region. Hon joined State Street Global Advisors in...

Mr. Chia is Executive Director and Head of Asia Equity Research at MSCI Inc. Based in Hong Kong, Mr. Chia overseas the benchmark research and analytics applied research operations in Asia and manages the index applied research function globally. Mr. Chia is a key...

Susie Chong joined HSBC Global Asset Management in June 2010, responsible for manager research and selection with a focus on the global equity and Australian small-cap sectors. She has been in the asset management industry in the region for over 20 years. Prior to...

Franki Chung is the Chief Investment Officer of MEAG Hong Kong, which manages the assets of German reinsurer Munich Re. Before joining MEAG in January 2010, Franki was the Deputy Head of Asian Equities at Baring Asset Management, managing Asian products and formulate...

Paul joined Towers Watson in 2010 as a Market Analyst & Investment Consultant, reporting to the Head of Portfolio Advisory. Paul is a Member of the Asia Portfolio Construction Group and is responsible for the Dynamic Strategic Asset Allocation process in Asia. Prior...

Bill Dinning Years at AEGON: 6 Years in the industry: 24 Location: Edinburgh Biography: Bill joined AEGON Asset Management in May 2004 and is responsible for the company's asset allocation process. Bill has over 20 years of investment experience, gained in...

Mr. Bin Dong is the Head of QDII & Quant Strategy in Asset Management Department of CITIC Securities. In CITIC Securities, he is responsible for establishing the hedge fund business for China Capital market, QDII and QFII investment advisory business. Prior to...

Dong-Sinh Ngo is the Regional Head of Strategy for BNP Paribas Investment Partners and is responsible for asset allocations in Asian markets. He is based in Hong Kong. Dong-Sinh was Senior Strategist & Fund Manager with FundQuest International. He managed the firm's ...

As a Managing Partner of Scorpio Partnership, Sebastian manages the development and execution of strategic recommendations. Sebastian has completed assignments around the globe for private banks, global banks, asset managers, family offices, technology firms, service...

Simon Eagleton is the Business Leader for Mercer’s Investment Consulting business in Asia Pacific. He is based in Mercer’s Singapore office. Simon served as the Investment Consulting business leader for Australia/New Zealand during 2006-2010 and is a seasoned...

Mr. Xavier Fanjaud has altogether 10 years of experience in the hedge fund industry, 8 of which were in analysis of hedge funds. He joins Gen2 Partners as a Portfolio Manager & Head of Qualitative Research. Xavier began his career with Barep Asset...

Dan is a Managing Director of State Street Global Advisors and the Global Head of Investments for SSGA’s multi asset class solutions (MACS) team. In this role, he is responsible for the management and development of asset allocation strategies for institutional...

Bernard Fung Director and Head of Family Office Services, Singapore Private Banking Division Bernard Fung is appointed Credit Suisse Private Banking Division’s Head of Family Office Services Singapore, effective January 3, 2011. In his new role, Mr Fung is...

Ms. Gong is a Portfolio Manager at Morgan Stanley Alternative Investment Partners and a Member of the global investment committee of its private equity fund of funds group. She leads the Asian buyout and growth capital fund investment and co-investment activities from ...

Denis joined AXA Investment Managers (AXA IM) in June 1996 and is currently Director of Investment for Asia and Japan. In this role he is responsible for the coordination of the Investment Solutions Business and for the local fixed income teams. Prior to assuming his...

Katie Graves is a Partner of Withers LLP & Head of the Family Office Unit for Withers Hong Kong. She works with international families in relation to the establishment of complex trust structures. A key feature of a number of these structures is to secure family...

As Chief Investment Officer for ING Investment Management Asia Pacific, Pranay is responsible for overseeing US$85bn in institutional, retail and insurance assets. Pranay joined ING in 2009 from the Pearl Group, U.K. where he was Deputy Chief Investment Officer and a...

Damian has over 15 years' experience in financial risk management, having worked with hundreds of Wall Street’s most successful investment managers on risk management and Internet-­-based reporting. In 1999, Damian co-­-founded Investor Analytics to provide risk...

Kevin Hardy is a Senior Vice President at The Northern Trust Company and is the Managing Director of The Northern Trust Company of Hong Kong Limited and the Head of Northern Trust Global Investments (NTGI) for the Asia-Pacific, responsible for Northern Trust's asset...

Rudolf Hauser is Strategic Investment Advisor at Pictet Wealth Management. He is responsible for offering global investment solutions as well as conceptual advice on strategic asset allocation, organization, global custody, portfolio analysis and investment monitoring...

Joseph Ho is the Managing Director & Head of ETFs for Asia Pacific region, based in Hong Kong. He is responsible for leading the development of Credit Suisse’s ETF platform in Asia Pacific region. Prior to joining Credit Suisse Asset Management in February...

Mr. Song In-Kyu works as the Head of Research & Asset Allocation of the insurance fund management team for Korea Post. Korea Post is one of the largest investors in Korea, with more than KRW 80 trillion (US$70 billion) in investment assets and an insurance fund of...

Jin Xiangrong, Ph.D. Executive Director; Fundamental Equity Client Portfolio Management Hong Kong Xiangrong is a Client Portfolio Manager on the Fundamental Equity team. Her primary responsibility is communicating the investment philosophy, strategy and results of...

Mr. Kamiya is widely known in Japan for his expertise on indices. He also has cordial business relations with various ETF providers, index providers, investment banks and institutional investors both at home and abroad. Responsible for product development and...

Hideo Kondo graduated Waseda University and joined The Long-Term Credit Bank of Japan. After various positions at the Bank including Investment experience, he moved to DIC in 1999 as the General Manager of DIC Pension Fund and was then promoted to Asset Management...

Stuart Leckie is based in Hong Kong and advises on investments and pensions in Asia. He is the author of books titled “Pension Funds in China” and “Investment Funds in China”. He is the Founding Chairman of the Hong Kong Retirement Schemes Association and acts as a...

Sherry Lin is a Director & Chief Representative at Mousse Partners, a New York based private investment firm controlled by the family affiliated with Chanel Inc, the luxury goods company. She heads the China office of Mousse Partners, established in Beijing in late...

Eugen Löffler Chief Investment Officer, Asia Pacific Eugen is the Chief Investment Officer of Allianz Global Investors Asia Pacific. He is based in the Seoul office, where he previously served as the President and Chief Executive Officer of Hana Allianz Investment...

Scott Lothian, FIA Head of Multi-Asset Scott’s role at BEA Union Investment involves managing all of the multi-asset and multi-manager portfolios for the firm, including the flagship MPF products and the BEA Union Investment Signature Portfolio Funds. He joined the...

Ming Lu Partner KKR Asia Limited Ming Lu joined KKR Asia Limited in March 2006. Since then, Mr. Lu has actively completed the acquisition of BIS Industries Ltd in Australia, MMI Group of companies and Unisteel Technology Limited in Singapore. Prior to March...

Bruce Madding, in July 2010, joined C.M. Capital Corporation as President and Chief Investment Officer after 22 years with the Henry J. Kaiser Family Foundation in Palo Alto, California, as its Chief Financial & Investment Officer. C.M. Capital Corporation is an asset ...

Sandeep Malhotra is Chief Investment Officer & Head of Global Investment Solutions at Clariden Leu. He is responsible for Investment Strategy & Research, Asset Allocation, Portfolio Management and Investment Advisory functions. Prior to March 2008 when he joined...

Rumi Masih, Managing Director, is the Head of the Strategic Investment Advisory Group (SIAG) for JPMorgan Asset Management. An employee since 2007, Rumi previously spent 10 years at Goldman Sachs, most recently at Goldman Sachs Asset Management. Rumi was the Global...

Graham Mason is Chief Executive of Prudential Corporation Asia’s fund management business and a member of Prudential Corporation Asia’s Board. Graham is responsible for overseeing and driving growth across Prudential's asset management businesses spanning ten markets...

Head of Funds Management Appointed: 2010 Responsibilities: Reporting to the CEO, Hazel has responsibility for QIC's investment management boutiques and client-facing activities. As a member of the Executive Team, she also participates in the development and...

I am deputy director at Government Pension Investment Fund of Japan. Previously, I worked at Mitsui Life Insurance, Mitsubishi UFJ Trust, and Prudential Investment Management. I spent most of my career in international equity market as portfolio manager. I have also...

Ngan currently is Director of the Strategy Department responsible for establishing and supervising strategy, asset allocation plan and preparing relevant researches in SCIC. Ngan’s professional career began at the Finance and Monetary Policy of the Ministry of...

Jimmy K. Pang, CFA, has 15 years of investment experience. Prior to joining BOCOM International Asset Management, Mr. Pang began his career with Alliance Capital Management, building asset allocation and stock selection models. Subsequently, he became an Associate...

Tahnoon began his career in 1990 as an analyst researching Australian equities for the Abu-Dhabi Investment Authority shortly after the financial crisis caused by the Elders Group failure. The team’s strategy focused on identifying and reinvesting in companies emerging ...

Mr. Kasemsit is currently the President & Chief Executive of Merchant Partners Securities PLC, a full licensed securities company in Thailand. Kasemsit is also the President of Pathomsak Holdings Ltd, his family investments holding company with interests in financial...

Mr Brian Pohli established and presently manages the CQS (Hong Kong) Limited office and is responsible for daily management functions, including compliance and oversight, for the operations of the firm. He is the Responsible Officer for the Securities and Futures...

John Ricciardi manages the Iveagh Wealth Fund for global retail investors and is Head of Global Asset Allocation for Iveagh Ltd., the family office for the Guinness family, chaired by the 4th Earl of Iveagh, and one of the oldest family offices in the United...

Benjamin Rudd is global strategist at Ping An of China Asset Management (Hong Kong) Company Limited and is responsible for providing global asset allocation analysis to the Ping An asset allocation committee. He leads the global strategy team based in HK which produces ...

Peter is Towers Watson's Head of Portfolio Advisory for the Asia Pacific region, based in Hong Kong. He sits on the firm’s Global Investment Committee and chairs the Asia Portfolio Construction Group. Peter has more than 20 years of experience in financial markets as ...

Mr. Frederick Metz Shepperd is the Managing Director of Shepperd Investors AG with offices in Zurich, Switzerland. It is the successor to his family’s real estate investment business established in 1918. He co-founded the Quadral Group in 1984, where he...

Michael Stammler Born July 4, 1955 Married, 2 children Education: Degrees in Electrical Engineering and Business Administration Business Experience: 1979 – 1982 Electrical Engineer with Siemens AG 1987 – 1990 Management Consultant at Roland Berger...

Douglas Stratton is the Senior Vice President of Fund Management at Alberta Investment Management Corporation (“AIMCo”) and has served in that position since January 2003. The Fund Management Group implements client investment policies and makes asset mix...

Ms. Tang joined CLSA Capital Partners in late 1995 and heads up the Pan-Asia growth fund. She has over 20 years' experience in corporate planning and equity investment in both Asia and the US. Prior to joining CLSA, Ms. Tang started her career with Ernst & Young and...

Jeffrey Tumolo Managing Director, Chief Investment Strategist Portfolio Manager, TAG Diversified Strategies Fund Co-Portfolio Manager, TAG Distressed Debt Funds BS, Cornell University; MBA, Cornell University’s Johnson School Mr. Tumolo has over 16 years of...

Kees Verbaas is Head of Global Emerging Markets at Hermes in London, the fund management company owned by the British Telecom Pension Scheme. Kees has worked in emerging markets for more than 20 years in different capacities. Before joining Hermes, Kees was Head of...

Pote Videt is Managing Director of Lombard Investments with primary responsibility for investments in Southeast Asia. Lombard is a leading international private equity investment manager with offices in Bangkok, Hong Kong and San Francisco, and extensive working...

Jim Walker is the Founder & Managing Director of Asianomics Limited, an economic research and consultancy company servicing principally the fund management industry. Prior to establishing Asianomics in December 2007, he was the Chief Economist at CLSA Asia Pacific...

Mr. Ronald Wan is a renowned economist and experienced investment banker in Greater China and is currently the Managing Director of China Merchants Securities in Hong Kong. He is also the Chair Professor of Renmin University of China, Vice Chairman of CUAAHK Finance...

Ken is the Equities Product Engineer for State Street Global Advisors based in Hong Kong. He works closely with both internal and external parties to construct equity solutions that meet each of our client's investment objectives. Prior to joining SSGA, Ken was...

Julie Zhu was appointed as the Assistant General Manager at International Business Department of Haitong Securities since October 2007. She is in charge of the business development of foreign institutions in various areas including QFII, QDII and other cross-border...