Keynote Speakers
Please click on speaker's name for full profile.
Tsang Chun-wah, John
Financial Secretary
The Government of the Hong Kong Special Administrative Region

Mr. Tsang spent his secondary school years in La Salle College in Hong Kong and Stuyvesant High School in New York City. He pursued his interest in architecture at the Massachusetts Institute of Technology, and went on to receive a Master Degree in Bilingual Education from Boston State College and a Master Degree in Public Administration from Harvard University’s Kennedy School of Government.

Mr. Tsang worked in the Boston Public Schools prior to joining the Hong Kong civil service in November 1982. As a member of the Administrative Service, he served in a number of posts, including Administrative Assistant to the Financial Secretary, Assistant Director-General of Trade and Private Secretary to the Governor.

Mr. Tsang served following reunification in a number of different capacities, including Director General of the London Economic and Trade Office, Commissioner of Customs and Excise, Secretary for Planning and Lands and Permanent Secretary for Housing, Planning and Lands (Planning and Lands).

Mr. Tsang was appointed Secretary for Commerce, Industry and Technology in August 2003. He chaired the successfully concluded World Trade Organization Ministerial Conference in Hong Kong in December 2005. He was appointed Director of the Chief Executive’s Office in January 2006 and has been serving as Financial Secretary since 1 July 2007.

Mr. Tsang is married with two children.

(Speakers are listed in alphabetical order of their last name)
Shruti Advani
Asian Private Banker

Shruti has been the Editor at Asian Private Banker since 2010 prior to which she was an Anchor and Associate Stocks Editor at Bloomberg. At Asian Private Banker she is the Chairman of the judging panel for the Asian Private Banker Awards for Distinction and also is responsible for overseeing content generated at the publication. In Hong Kong banking circles, she is acknowledged as an authority on private banking issues and industry trends and is a frequent speaker and moderator at industry events.

Barry Chan
Associate Partner, Financial Services Sector
IBM Global Business Services

Mr. Barry Chan has over 20 years of business strategy and transformation consulting experience with a proven track record of delivering technology led transformational projects in the financial services sector bringing sustainable business benefit to the clients.

Barry is responsible for large-scale multinational banking project engagement with regional deployment across Asia Pacific leveraging IBM global delivery centres in India and China. His recent engagements include business innovation consultation, business value assessment, core banking study, custody & settlement systems revamp, etc.

He counsels clients on front office transformation, operational efficiency, technology system revamp and he is also a regular speaker providing insights on new technology and financial services industry transformation perspectives.

T C Chan
Senior Adviser, The Bank of East Asia, Limited
Honorary Advisory Vice President, The Hong Kong Institute of Bankers

As a career banker, T.C. started with Citibank in Hong Kong as a Management Associate in 1980. He was posted to Japan from 1986 to 1994. In 1994, he returned to Hong Kong to become Country Treasurer and Head of Sales and Trading. In 1997, he became head of Citibank’s Corporate Banking business for Hong Kong. In 1999, he became Citigroup Country Officer for Hong Kong. In 2003, T.C. was posted to Taiwan as Citigroup Country Officer. In 2004, he assumed the additional role of Chief Operating Officer for Greater China. In 2005, he returned from Taiwan to Hong Kong as Citigroup Country Officer for Hong Kong and Head of Corporate and Investment Banking business for Greater China, a position he held until his retirement from Citi in 2007. T.C. worked briefly as Deputy Chief Executive for Bank of China (Hong Kong) in 2008.

Current Positions
Senior Adviser, The Bank of East Asia, Limited
Senior Adviser, CVC Capital Partners
Independent Non-Executive Director, Hong Kong Exchanges and Clearing Limited
Independent Non-Executive Director, Mongolian Mining Corporation (MMC) (Chairman of Audit Committee)
Independent Non-Executive Director, Larry Jewelry International Company Limited (Chairman of Audit Committee)
Non-Executive Director, Rizal Commercial Banking Corporation (RCBC)
Member, Greater Pearl River Delta Business Council (Convener of Services Industry Development & Human Resources Sub-group)
Deputy Chairman, Hong Kong Polytechnic University Council (Chairman of Executive Committee)
Member, Hong Kong Open University Sponsorship and Development Fund Committee
Member, Board of Directors, The Community Chest of Hong Kong (Chairman of Investment Sub-committee)
Member, Hong Kong Red Cross Council (Chairman of Audit Committee)
Honorary Advisory Vice President, Hong Kong Institute of Bankers
Member, Executive Committee of Investor Education Centre (IEC), Securities and Futures Commission (SFC)
Member, Hong Kong Tourism Board

Past Positions
Vice President and Fellow, Hong Kong Institute of Bankers
Member, Banking Advisory Committee of the Hong Kong Monetary Authority
Member, HKSAR Small and Medium Size Enterprises Committee
Council Member, Hong Kong Treasury Markets Association
Council Member, Employers’ Federation of Hong Kong
Board Member, Hong Kong Export Credit Insurance Corporation
Honorary Chairman, Hong Kong Chinese Bankers Club
Chairman, HKSAR Advisory Committee on Human Resources Development in the Financial Services Sector
Member, HKSAR Advisory Committee on Bond Market Development
Chairman, Financial & Treasury Services Committee, Hong Kong General Chamber of Commerce
Chairman, HKSAR Travel Industry Compensation Fund Management Board

T.C. obtained his MBA degree from the University of Hawaii in 1979 and his CPA in the same year. He is married with two daughters.

Woody Chan
China CITIC Bank International Limited

Mr. Woody Chan is Treasurer of China CITIC Bank International Limited. Mr. Chan is responsible for the Bank’s funding and liquidity management as well as to spearhead the development of its global markets and treasury business.

Mr. Chan is a veteran banker with more than 29 years of experience in treasury markets operations. He started his career in the money markets operations of HSBC Hong Kong and later progressed to head its balance sheet management operations in Asia Pacific with functional responsibilities over 18 Asian sites. He was General Manager and Treasurer for Dah Sing Bank in Hong Kong before joining the Bank.

Mr. Chan holds a Bachelor’s Degree in Social Sciences from the University of Hong Kong, and a Master’s Degree in Applied Finance from Macquarie University. He also holds the Chartered Financial Analyst designation.

Richard Chu
Division Head, Banking Policy Department
Hong Kong Monetary Authority

Richard Chu joined the Hong Kong Monetary Authority (HKMA) in October 1994, and has since assumed responsibilities in various banking supervisory and policy functions within the HKMA.

Mr. Chu is currently a Division Head of the Banking Policy Department, mainly responsible for the development and implementation of supervisory standards for authorized institutions in Hong Kong in relation to capital adequacy, disclosure requirements, corporate governance, etc. He is a member of the Working Group on Capital and the Working Group on Disclosure established by the Basel Committee on Banking Supervision to undertake on-going policy work for Basel 3 implementation.

Todd Cooper
Vice President and General Manager of Enterprise Risk Compliance
Wolters Kluwer Financial Services

Todd Cooper is the vice president and general manager of Wolters Kluwer Financial Services’ Enterprise Risk Compliance business line, which includes its ARC Logics for Financial Services enterprise risk management offering. The solution suite enables financial organizations in Europe, North America and the Asia-Pacific region to holistically measure, monitor and manage regulatory compliance, operational and financial risks across their businesses.

With more than 15 years of experience in the financial services industry, Todd is a foremost expert at helping organizations develop and implement automated strategies for addressing compliance requirements and risk at the enterprise-level. Prior to his current role, Todd led the Wolters Kluwer Financial Services’ Financial Crimes Control and Consumer Compliance business lines. During this time, he worked directly with dozens of the largest financial institutions in the United States as well as with federal financial regulatory agencies to create innovative technology and business process solutions used to manage both compliance and operational risk.

Todd has also advised federal regulatory agencies on changes with the 2000 census demographics, the heavily revised 2003 U.S. Office of Management and Budget, Metropolitan Division/metropolitan statistical area definitions and the impact of both on Community Reinvestment Act, Home Mortgage Disclosure Act and fair lending requirements.

Arjan De Boer
Head of Private Bank, North Asia, Private Bank, Asia
Australia and New Zealand Banking Group Limited

Arjan De Boer is the Head of Private Bank for North Asia and is based in Hong Kong. In his role, he is responsible for the Private Banking business in the region including driving the development of new geographies and client segments. He joined ANZ in June 2013.

Arjan has had 14 years of experience within ABN AMRO Private Banking of which more than 7 years has been in Asia. He started his financial career with the Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment and later on became Head of Treasury & Special Products Private Clients within the Netherlands.

In early 2006, Arjan relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking, Asia with ABN AMRO. With his understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed as Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank.

Arjan graduated with a Master of Science degree in Business Economics from Nyenrode University, the Netherlands Business School.

Anita Fung
Group General Manager, Chief Executive Officer, Hong Kong
The Hongkong and Shanghai Banking Corporation Limited

Anita Fung is Chief Executive Officer, Hong Kong for The Hongkong and Shanghai Banking Corporation Limited. Ms. Fung also holds the positions of Chairman and Director of HSBC Global Asset Management (Hong Kong), Non-Executive Director of HSBC Bank (China) Company Limited, Non-Executive Director of Bank of Communications Co., Ltd. in mainland China and Non-Executive Director of Hang Seng Bank Limited.

She joined HSBC Treasury and Capital Markets as Head of HKD Bond Markets in 1996 and was made Head of Trading for Asia-Pacific in 2001. Ms. Fung was named Treasurer and Head of Global Markets Asia-Pacific in 2005 and was appointed a Group General Manager of HSBC Group in 2008. She became Head of Global Banking and Markets, Asia-Pacific in 2010 before taking up her current role in September 2011.

Ms. Fung is a leading authority on financial market development in Hong Kong. Through her various roles in industry bodies, she has helped guide the evolution of much of Hong Kong's financial landscape as well as other regional markets.

Ms. Fung is a Board Member of the Hong Kong Airport Authority, a Non-official Member of the Hong Kong Housing Authority and a Council Member of Hong Kong University of Science and Technology. In October 2011, she was named to the Board of The Community Chest of Hong Kong.

Ms. Fung holds a number of positions on key financial institutions in Hong Kong. Ms. Fung is now a Council Member of the Treasury Markets Association. In July 2011, she became a member of the Financial Infrastructure Sub-Committee of the Exchange Fund Advisory Committee (“EFAC”) of Hong Kong Monetary Authority. She is also a member of the Hong Kong Monetary Authority’s Banking Advisory Committee. Previously, she was on the Currency Board Operations Sub-Committee of the Exchange Fund Advisory Committee (“EFAC”) of the Hong Kong Monetary Authority, Chairperson of the Hong Kong Association of Banks, and a Council Member of HKTDC for 2012.

A graduate of the University of Hong Kong with a major in Finance, Ms. Fung also received a Master of Applied Finance degree from Macquarie University in Sydney.

Fung Yuk Bun Patrick
Chairman & Chief Executive, Wing Hang Bank, Ltd.
Chairman, Executive Committee, The Hong Kong Institute of Bankers

Dr. Patrick Yuk Bun Fung obtained his MBA degree from University of Toronto in 1973, and was awarded an Honorary Doctor of Business Administration by the Hong Kong Polytechnic University in 2001 and an Honorary Doctor of Laws by the University of Toronto in 2005. Dr. Fung joined Wing Hang Bank in 1976 and was appointed a Director of the Bank in 1980. He was appointed Chief Executive in 1992, and then Chairman and Chief Executive in April 1996. Dr. Fung is the Chairman of numerous subsidiaries within the Group.

Dr. Fung is a Non-Executive Director of Miramar Hotel and Investment Company Limited and an Independent Non-Executive Director of The Link Management Limited. He is a member of the Court of the Hong Kong Polytechnic University, a member of the Court of the Hong Kong University of Science and Technology, Vice President of the Hong Kong Institute of Bankers and a member of Board of Governors of The Hong Kong Philharmonic Society Ltd.

Gao Yingxin
Executive Director and Deputy Chief Executive
Bank of China (Hong Kong) Limited

Mr. GAO Yingxin, Executive Director and Deputy Chief Executive, is an Executive Director of BOC Hong Kong (Holdings) and BOCHK as well as the Deputy Chief Executive in charge of Corporate Banking and Financial Institutions. He is also Vice Chairman of NCB (China) and Director of Nanyang Commercial Bank, Limited ("Nanyang") and Bank of China Group Insurance Company Limited. Before joining BOCHK, he was President and Chief Operating Officer of BOC International Holdings Limited. Mr. Gao joined the BOC Group in 1986 where he began working on financing projects for various industries at BOC's Head Office in Beijing. In 1999, he became General Manager of Corporate Banking at BOC Head Office where he was responsible for managing and building BOC Group's customer relationships with and global financing for multinational corporations and premium domestic clients in the Mainland of China. He was also in charge of BOC's major financing projects. From 1995 to 1996, he worked for the Finance Department of Northern Telecom (Nortel) Head Office in Canada. Mr. Gao graduated from the East China University of Science and Technology in Shanghai with a Master's Degree in Engineering in 1986.

Patrick Ip
Deputy Chief Executive
ICBC (Asia) Limited

Patrick is a veteran banker working in the Hong Kong banking industry for 27 years since 1986. Patrick has extensive exposure in corporate banking front line as well as risk management areas. He is now the Deputy Chief Executive of Industrial and Commercial Bank of China (Asia) Ltd ("ICBC Asia" hereafter), a wholly owned subsidiary of Industrial and Commercial Bank of China. He is mainly responsible for the risk control of ICBC Asia. Patrick holds a Bachelor's Degree and a Master's Degree in Business Administration from The Chinese University of Hong Kong. Being a Certified Financial analyst, Patrick also serves as a director of Hong Kong Chapter, Risk Management Association.

Frederic Lau
Managing Director

Fred is a risk management expert who brings an exceptional blend of regulatory and banking industry experience to his client-advisory role.

Before joining Promontory, Fred was head of group risk management for Dah Sing Banking Group, a listed financial institution headquartered in Hong Kong. He was also a member of the board of trustees of the Global Association of Risk Professionals.

Earlier in his career, Fred worked for a decade with the Hong Kong Monetary Authority, heading at various times the New York Representative Office, the Banking Policy Division and the Banking Supervision Division. Earlier, he worked for nine years with the U.S. Office of Thrift Supervision.

Fred is currently an independent non-executive director of Ping An Bank.

Dennis Lee
Executive Director, Head of IT Governance and Control, Asia-Pacific
Nomura International (Hong Kong) Limited

Dennis is currently the regional head of IT Governance and Control for Nomura International (Hong Kong) Limited. Dennis joined Nomura in May 2007 to cover IT Risk & Control and his professional areas are in Asia Pacific IT risk management and technology governance. He has over 15 years of experience in investment banking technology operations. Prior to joining Nomura, he was the regional head of Information Risk Management in GTI in JPMorgan.

Dennis has obtained various academic qualifications including Bachelor degree in electronic engineering, CUHK; Post-graduate Diploma in Information Technology, HKPU; Master degree in Business Administration, HKUST; Master degree of Science in Investment Management, HKUST; Master degree of Science in Investment Management, HKUST, and Master degree of Arts in English for profession, HKPU. He has professional qualifications as Certified Information systems Auditor (CISA), Certified Information Security Manager (CISM), and Certified in Risk and Information Systems Control (CRISC).

Tony Lee
Head of Corporate, Commercial Banking, Hong Kong
The Hongkong and Shanghai Banking Corporation Limited

Tony joined HSBC in 1991, and since that time he has worked in a number of areas within HSBC Hong Kong including Retail Banking, Commercial Banking, and Global Banking & Markets. After spending 15 years in Global Banking & Markets, Tony joined Commercial Banking in 2011 responsible for part of its corporate lending business, namely the Greater China, Commodities, and International businesses.

In APR 2013, Tony was appointed Head of Corporate, Commercial Banking, Hong Kong, leading a team of more than 400 relationship managers and support staff covering all corporate lending business in Hong Kong.

Tony graduated from Tufts University in the USA (1987) with a Bachelor of Arts in Economics and Bachelor of Science in Electrical Engineering. Tony also received an MBA from the Boston University (1989).

Maria Leung
Director, Head of Citigold Private Client
Citibank Global Consumer Banking

Maria Leung is responsible for the development and growth of the Citigold Private Client business, building alliances with partners who serve the same client segment, and maximizing the potential of the One Citi Wealth Management Continuum that includes Citigold, Citigold Private Client and Citi Private Bank. Citigold Private Client provides an exclusive and personalized client servicing model that takes care of an individual’s wealth in totality, including both personal and business wealth, for high-net-worth individuals with a portfolio of between US$1-10 million.

Maria has strong experience in the banking industry, having held several senior management positions across retail banking and card business in Hong Kong.

Maria started her banking career with Citibank in 1993 as Card Marketing Manager. After six years of experience as a marketer in cards business, she joined the retail banking business in 1999 and was appointed District Branch Manager in 2001, with responsibility for half of the branch network. Prior to returning to Citibank, Maria was Head of Retail and Wealth at ANZ in Hong Kong.

Maria holds a BA in English Literature and Psychology from the University of Hong Kong.

Michael K.M. Leung
Deputy Chief Executive & Chief Information Officer
China Construction Bank (Asia)

Mr. Leung has been with CCB Asia (formerly BofA Asia) for over 14 years, responsible for IT and a range of other functions over time. Before taking up his current position, he had worked with a number of regional and international banks in senior IT, operations and business development positions. The earlier part of Mr. Leung's career was in business consulting and sales support roles with leading firms in Europe, Australia and Hong Kong.

Mr. Leung holds a Master's degree from The Netherlands and a Bachelor from CUHK. He has received executive training from LBS, MIT Sloan and the Retail Banking Graduate School at University of Virginia, among others. The President and Fellow of the HK Computer Society and a Fellow of HK Institute of Directors, Mr. Leung is a seasoned speaker and panelist. Outside of work, he serves a number of charity and community organizations.

Shu-Pui Li
Head (Financial Infrastructure Development Division)
Hong Kong Monetary Authority

Shu-Pui Li has over 20 years of experience in auditing and management consultancy services, technology risk management, banking supervision and financial infrastructure development. Currently, Shu-Pui is the Head of Financial Infrastructure Development Division of the Hong Kong Monetary Authority.

His major responsibilities include:

  • development and promotion of the financial infrastructure in Hong Kong; and
  • coordination with overseas central banks and service providers to facilitate cross-border cooperation in financial infrastructure development.

Prior to joining the Hong Kong Monetary Authority, Shu-Pui was the Head of Asia Technology Risk Management of Chase Manhattan Bank, and the Regional Information Risk Management Officer of JPMorgan Chase in Asia. His major responsibilities included the formulation and execution of the Bank’s technology/information risk management programme, performance of risk assessment of Internet and E-commerce projects, review and enforcement of the Bank’s information technology control policy and standards, development and testing of the business continuity plans, and implementation of information security awareness programmes.

Shu-Pui is a qualified Chartered Accountant (FCA) of the Institute of Chartered Accountant England & Wales, a qualified Chartered Information System Engineer (CEng), a certified Information Systems Auditor (CISA) and a member of the British Computer Society (MBCS). He has also obtained a Masters degree in research of computer graphics and a Bachelors (1st Class Hons) degree in Computing Science at the University of Manchester.

Louis Liu
Solution Manager, Business Process Consulting Dept.
Canon HK Co. Ltd.

Louis Liu is currently the Solution Manager, Business Process Consulting Dept of Canon HK Co. Ltd. He has more than 10 years' experience in IT and document imaging industry, and has been providing solution consulting service to Multi-National Corporations (MNC), Government bodies and Regulatory Organizations.

Weber Lo
Citi Country Officer & Chief Executive Officer, Hong Kong and Macau, Citibank, N.A., and
Vice President, The Hong Kong Institute of Bankers

Mr. Weber Lo is Citi Country Officer & Chief Executive Officer for Citi Hong Kong and Macau, responsible for all businesses across the Citi franchise in the two markets, including corporate & investment bank, consumer bank, commercial bank, private bank, transaction services, markets & treasury, and investment research & analysis.

Before assuming this role, Weber was Country Business Manager for Citibank Global Consumer Banking in Hong Kong and Macau, which covers retail banking, credit card and small business clients. During the five years of his tenure in this position, the business saw rapid growth and expansion while its branch network doubled and the smart banking concept took shape.

Weber joined Citi in 2000 as Head of Citigold, the retail bank’s wealth management business. In 2001, he was appointed Head of Bankcard Marketing and was subsequently promoted to Country Marketing Director in 2002, with added role as Director of Retail Banking in 2003. In 2004, he took up the position of Chief Operating Officer while serving concurrently as the Director of Retail Banking. Weber was named the Promising Young Banker of the Year for Hong Kong by The Asian Banker in 2008.

Prior to joining Citi, Weber held senior positions in Coca-Cola China Ltd. and Procter and Gamble (HK) Ltd.

Weber is a member of the Board of Directors for China Guangfa Bank in China. He currently serves as a member of the Banking Advisory Committee under the Hong Kong Monetary Authority and the Chairman of the Financial and Treasury Services Committee of the Hong Kong General Chamber of Commerce. Other public service engagements include being a member in each of the following: the Financial Services Advisory Committee of HK Trade Development Council; the Council of the Treasury Markets Association; Vice President of the Hong Kong Institute of Bankers; the Joint Committee on Student Finance for the Hong Kong SAR Government; the Committee on Financial Assistance Scheme for Family Members of Those Who Sacrifice Their Lives to Save Others under the Labour and Welfare Department of the Hong Kong SAR Government; Elected Member of the General Committee of The Employers’ Federation of Hong Kong; Board of Director of The Community Chest; Board of Trustees and Fund Management Committee of the Lord Wilson Heritage Trust; and HKU SPACE Business Studies Advisory Board.

Weber holds a degree in Social Sciences from The University of Hong Kong.

Alan Luk
Head of Private Banking and Trust Services
Hang Seng Bank

Mr. Alan Luk is Head of Private Banking and Trust Services at Hang Seng Bank. He oversees the Bank’s private banking and trust services business, providing wealth management services to meet the various needs of high-net-worth customers. Prior to joining Hang Seng, Mr. Luk held senior positions such as Treasurer at a number of international banks in Hong Kong.

Mr. Luk has a Master of Sciences in Global Finance jointly awarded by the Hong Kong University of Science and Technology and New York University STERN Business School.

Ma Weihua
Former President of China Merchants Bank, Chairman of Wing Lung Bank

Dr. Ma Weihua was an executive director as well as the president and CEO of China Merchants Bank. He holds a Ph.D. in economics. He concurrently served as the chairman of the board of directors for CIGNA & CMC Life Insurance Company Ltd. and China Merchants Fund Management Co. Ltd. He is now the chairman of Wing Lung Bank Ltd.

Dr. Ma was a deputy to the 10th National People’s Congress (NPC) and a member of the 11th National Committee of the Chinese People’s Political Consultative Conference (CPPCC). He is currently a member of the 12th National Committee of the CPPCC. In addition, he holds positions in many organizations, including the vice chairman of China Chamber of International Commerce, the executive deputy chairman of China Enterprise Directors Association, the executive director of China Society for Finance, and the president of Shenzhen Soft Science Development Foundation. Dr. Ma also teaches as an adjunct professor in several top Chinese universities including Peking University and Tsinghua University. Before joining China Merchants Bank, Dr. Ma served on multiple government positions, including deputy director and later deputy secretary general of the Economic Planning Committee of Liao Ning province, director of the Party Office in CPC Liao Ning Committee and CPC An Hui Committee, deputy director of the General Office of PBOC, deputy director of the Finance and Planning Office of PBOC, as well as governor of PBOC Hainan Branch and chief of SAFE Hainan Branch.

Dr. Ma has served on multiple international educational and research institutes, social organizations and industry associations. He is now the chairman of China Business Initiative of Columbia University, a member of the Advisory Committee of Emerging Markets of International Institute of Finance, a member of the global council of International Finance Forum, a member of the Advisory Council of City of London, a member of the advisory board of New York Financial Consulting Committee, and a member of the VISA Asia-pacific senior advisory committee.

Dr. Ma has received numerous awards and recognitions from established institutions and media both domestically and internationally. He was named “China Economic Person of the Year 2001” by China Central Television (CCTV), one of the “Rising Stars of Banking” by The Banker in 2005, “China Business Leader of the Decade 1999-2009” by CCTV in 2009. In 2010, he received the “Gold Award of Yuan Baohua Enterprise Management”. In 2011, Dr. Ma was awarded “Outstanding Contributor to the Civil Society”, “Shenzhen 30 Years Excellent Quality Leadership Achievement Award” and “Shenzhen 30 Years Industry Leading Character” by People’s Daily Online. He was awarded “Asia’s Best CEO”, “Asia’s Banking Industry Leader”, “Asia’s Best Banking President” and “Asia’s Excellent CEO” by Institutional Investor in 2007, 2008, 2009 and 2011 respectively. He was also awarded “Retail Banker of the Year 2008” and “The Asian Banker Talent and Leadership Development Award” by The Asian Banker, and “Asia’s Best CEO in 2009” by Finance Asia. In 2012, Dr. Ma was included in the Excellence 50 List of China’s Listed Companies released by Harvard Business Review, awarded “China’s Overseas Investment Annual Figure” by CCTV and ranked at the fourth place in “China Influence List” released by Wall Street Journal. He was also named “Ernst & Young Entrepreneur of the Year 2012 China Awards”.

Paul McSheaffrey
Head of Banking (Hong Kong)

Paul is KPMG's Head of Banking and has nine years experience in Hong Kong serving a wide range of international financial institutions principally providing audit and other regulatory assurance services. Prior to this Paul worked for KPMG in the UK for eight years. Paul is a member of the HKICPA Banking Regulatory Liaison Committee and is a member of the British Chamber of Commerce Financial Services Committee.

Shun Pang
Managing Director and Market Manager for Hong Kong
J. P. Morgan Private Wealth Management

Shun Pang is a Managing Director and Market Manager for Hong Kong of J.P. Morgan Private Wealth Management. As a leading wealth manager dealing with diverse wealth situations, he focuses on helping wealthy individuals and families manage potential threats to the preservation of their wealth while working closely with them to derive the asset allocation strategy that truly matters to their life goals.

Mr. Pang has been immersed in this field since 1992, when he joined J.P. Morgan. As one of the earliest founding members of J.P. Morgan Private Bank in Asia, he has been playing a key role in building the talent pipeline and coaching in the Asia’s team to meet rapid business expansion. Mr. Pang is also a member of the J.P. Morgan Hong Kong Philanthropy Committee.

With his 20 years tenor at J.P. Morgan, Mr. Pang has extensive experience of offering advice and solutions for clients and family offices across the Asian regions. Prior to that, he started his banking career with Merrill Lynch in both New York City and Princeton.

Mr. Pang is a graduate of the University at Buffalo and a high school alumnus of the La Salle College. He lives in Hong Kong with his wife and 2 daughters.

Sebastian Paredes
Chief Executive Officer, DBS Bank (Hong Kong) Limited
Vice President, The Hong Kong Institute of Bankers

Sebastian Paredes was appointed Chief Executive Officer of DBS Bank (Hong Kong) Limited on 13 September 2010. He is also the Chairman of the Board Risk Management Committee and Non-Executive Director of DBS Bank (China) Limited.

A banker of over 25 years, Paredes has a strong track record in building franchises across multiple markets. He is highly experienced in managing complex situations and leading through times of economic volatility.

As President Director of P.T. Bank Danamon, Indonesia, from 2005 to early 2010, Paredes successfully solidified the bank’s position in retail, SME and commercial banking, and made inroads into new businesses such as consumer finance and micro lending. Prior to Danamon, Paredes spent 20 years at Citi, with stints in South America, Middle East, Africa and Europe. Between 2002 and 2005, he managed 11 markets as CEO of Citigroup South Africa and regional head of Sub Saharan Africa.

An Ecuadorian citizen, Paredes holds a Bachelor degree from California State University (Fresno CA., USA) and an International MBA from IE Business School (Madrid, Spain). He speaks five languages (Spanish, English, German, French and Bahasa Indonesia).

Donghyun Park
Principal Economist, Economics and Research Department
Asian Development Bank

Dr. Donghyun PARK is currently Principal Economist at the Economics and Research Department (ERD) of the Asian Development Bank (ADB), which he joined in April 2007. Prior to joining ADB, he was a tenured Associate Professor of Economics at Nanyang Technological University in Singapore. Dr. Park has a Ph.D. in economics from UCLA, and his main research fields are international finance, international trade, and development economics. His research, which has been published extensively in journals and books, revolves around policy-oriented topics relevant for Asia’s long-term development, including the middle-income trap, Asia’s services sector development, and Asia’s population aging. Dr. Park plays a leading role in the production of Asian Development Outlook, ADB’s flagship annual publication.

Xiaomin Rong
Regional Head of Risk Appetite and Governance & Head of Risk Strategy, Greater China
HSBC Asia Pacific

Xiaomin Rong is currently Regional Head of Risk Appetite and Governance, and Head of Risk Strategy Greater China at HSBC in Hong Kong. He joined HSBC 10 years ago and held various senior roles in the U.S., China and Hong Kong. Xiaomin studied International Relations at Fudan University in Shanghai, and has a Master degree from The University of Chicago and MBA from the Kellogg School of Management.

Tonet Santana
Digital and Mobile Solutions Lead, Regional Product Management, Asia Pacific, Treasury and Trade Solutions
Citi Transaction Services

Tonet Santana is the Asia Pacific Regional Product Manager for the Payments and Receivables Team of Citi’s Treasury and Trade Solutions based in Hong Kong. Citi Transaction Services is one of Citi’s publicly reported businesses lines, offering award-winning integrated cash management, trade, and securities and fund services to multinational corporations, financial institutions and public sector organizations around the world, including eighteen countries in Asia Pacific.

In this role, he is primarily responsible for developing and structuring solutions for Citi’s large multinational and large local corporate client base, tailoring and customizing products that fit client requirements. Tonet is also solutions lead for all digital and mobile projects in Asia Pacific working closely with global and local mobile teams as well as technology teams across the globe. Tonet manages key projects for Asia Pacific and helped launched Citi Mobile Collect in Asia. His key task is to develop transformational tools and solutions for our clients through the use of mobile and digital technologies.

Tonet joined Citi as a Corporate Sales Consultant with the Philippine franchise of Citi in 2004. In 2007, he moved to a regional role with the Regional Sales Team of Citi in Hong Kong as the Asia Pacific proposal writer and then subsequently joined the regional product team in 2009. Prior to his roles in Citi, Tonet spent 6 years with the American Insurance Group (AIG) covering both insurance and mutual fund businesses in sales and started his career as an analyst with then Andersen Consulting, now Accenture.

A Certified International Cash Manager as well as a licensed Civil Engineer in the Philippines, Tonet received this degree from the University of the Philippines.

Peter Stephens
Enterprise Architect - APAC CTO

Peter Stephens is the Enterprise Architect for UBS AG in Asia Pacific. He is currently focused on defining an Enterprise Architecture, incorporating Global, Regional and Local needs, that can be used to underpin the industrialization of the technology landscape supporting UBS' businesses in the APAC region. Peter has been with UBS since 2003, working in a variety of technology roles in EMEA and Asia Pacific. Peter's career at UBS has had a deep focus on Banking Operations technology, most recently as the Operations CTO for the region. Peter has been based in Hong Kong since 2008, when he relocated from the UK with his family.

Before joining UBS, Peter worked as a consultant for the Financial Services consulting practices at IBM and PwC, both based out of London. Peter holds a Masters in Electronic and Electrical Engineering from Leeds University.

Maverick Tam
Director, Enterprise Risk Services
Deloitte Touche Tohmatsu

Maverick is a Director in Deloitte Touche Tohmatsu Enterprise Risk Services. He has 14 years of experience in information security and risk management, privacy and data protection, identity and access management and data governance. In particular, he managed privacy and data protection projects for various companies with reference to the Personal Data (Privacy) Ordinance, and other related regulations issued by various regulatory bodies.

He served companies in a wide spectrum of industries including financial institutions, public sector, healthcare, telecommunications, technology, and retail, etc.

Peter Thal Larsen
Asia Editor
Reuters Breakingviews

Peter Thal Larsen is Asia Editor of Reuters Breakingviews, the award-winning provider of financial insight. Based in Hong Kong, he leads a team covering of finance, economics, and corporate activity across the region. Prior to moving to Hong Kong, he oversaw coverage of banking and financial regulation from London.

Peter joined Reuters in June 2009 from the Financial Times, where he worked for 10 years. Most recently, he was the FT’s banking editor, leading the paper's award-winning coverage of global banking during the credit crunch. In that period he reported extensively on the financial upheaval and efforts by regulators to shore up the financial system.

Between 2000 and 2004 Peter was based in New York, first as the FT's Wall Street correspondent, and later as the US Communications editor. He played a leading role in the paper's coverage of the 9/11 attacks and their aftermath.

A Dutch national, Peter has degrees from Bristol University and the London School of Economics.

Kristen Tiner
Business Development Director, APAC
Thomson Reuters GRC

Kristen is a Business Development Director for the Asia-Pacific Region of Thomson Reuters Governance, Risk & Compliance Business. Her remit is across industries with a special focus on the global financial services community and its regulatory compliance, risk, audit & controls functions. She moved to Hong Kong in 2012 from New York where she was a Major Account Director for Banking & Securities at TR GRC. Kristen came to Thomson Reuters through the Complinet acquisition where she also worked as a Major Account Director. Prior to beginning her work in compliance & risk she worked for Gartner Inc in New York on large technology infrastructure projects for media and professional sports leagues. She is a graduate of the Stephen M. Ross School of Business at the University of Michigan, holding a BBA with distinction in Business Administration and a BA in English. She is an avid snow skier, hockey player and traveler.

Samuel Tong
Deputy Chief Executive
ICBC (Asia)

Mr. Tong was appointed as a Deputy Chief Executive of ICBC (Asia) in August 2011 to oversee the overall development and operation of corporate banking, corporate banking product development, custody services and institutions businesses of the Bank. He is also a Director of ICBC (Asia) Trustee Company Limited, a wholly-owned subsidiary of the Bank. Mr. Tong holds a Master’s Degree in Business Administration from the University of Brunel, United Kingdom. Mr. Tong is an associate member of The Chartered Institute of Bankers and has over 26 years of corporate and commercial banking experience.

Simon Topping
Principal, Consulting, Head of Financial Services Regulation, Asia Pacific

Simon has been a Partner with KPMG for five years, following nearly 30 years as a central banker/regulator with the Hong Kong Monetary Authority (HKMA), the Bank of England, and the International Monetary Fund (IMF). He has lived and worked in Asia for the last 18 years.

Simon is Head of Financial Services Regulation for KPMG across Asia Pacific, linking in with counterparts in North America and Europe to provide regulatory, compliance and risk management advice and solutions to both global and Asia/China clients.

His credentials include:

  • providing advice to Hong Kong local banks, Chinese banks and international banks on compliance, ICAAP/capital management, credit and market risk model validation, operational risk (AMA), stress-testing, outsourcing, licence applications, anti-money laundering (AML), Basel III liquidity risk metrics, planning for implementation of Basel III (capital, liquidity, recovery and resolution planning, SIB requirements), and the impact of regulation on business models;
  • advising major investment/commercial banks on regulatory relations, Asian strategy, restructuring of Asian operations, and booking of OTC derivatives; and
  • assisting both banking and securities regulators on various areas of regulatory reform.

As Executive Director (Banking Policy) at the HKMA, he was the leader of the Basel II program for Hong Kong. HKMA policy initiatives with which he is particularly associated include the policies on Pillar 2/ICAAP, and provisioning (the “regulatory reserve”).
He travels extensively in the region, interacting with and sharing insights with both clients and regulators. Having participated regularly in both "Basel" and Asian regional supervisory groups for nearly a decade, he has had wide contact with and is well known to regulators throughout the region.

He features regularly in the press, in "risk" periodicals, and at conferences. His and KPMG's latest publication, "Evolving Banking Regulation – The Journey Continues – Asia Pacific Edition" was released in February 2013.

As a former senior Asian regulator, Simon has extensive contacts in the region and wide experience of all manner of regulatory and risk management issues, including practical experience of resolving the particular implementation and regulatory issues faced by both domestic and foreign institutions doing business in Asia.

Tse Yung Hoi
BOCI-Prudential Asset Management Limited

Mr. Tse Yung Hoi has over 30 years' experience in international banking and finance industry. He is the Chairman of BOCI-Prudential Asset Management Limited.

Mr. Tse is also the Independent Non-Executive Director of China Life Insurance (Overseas) Co., Ltd, and serves as the Life Honorary President of Chinese Securities Association of Hong Kong, Standing Committee Member of the Chinese General Chamber of Commerce, Vice Chairman of Chinese Academy of Governance (HK) Industrial and Commercial Professionals Alumni Association, Election Committee Member of Hong Kong Special Administrative Region (Financial Services), Committee Member of HKTDC Mainland Business Advisory Committee, Advisory Committee Member of Qianhai Shenzhen-Hongkong Modern Service Industry Cooperation Zone of Shenzhen, Non-official Member of Financial Services Development Council of HKSAR, Member of the 12th Chinese People's Political Consultative Conference(CPPCC) Shanghai Committee and Advisor of New Territories General Chamber of Commerce.

Mr. Tse has been fully committed to promoting the financial cooperation between Mainland China and Hong Kong SAR. He is widely acknowledged as the advocator and forerunner of the "Hong Kong Stock Through Train Program". Mr. Tse has raised a great many constructive opinion and advice to promote the internationalization of RMB. He has been awarded the Bronze Bauhinia Star (BBS) by the government of HKSAR on July 1 2013.

Alison Tudor-Ackroyd

Alison Tudor-Ackroyd is the Managing Editor of FinanceAsia, responsible for the brand across its print and digital platforms. She leads our team of experts in corporate finance across the Asia Pacific region.

Alison has been a financial correspondent for over a decade based out of Tokyo, London, Paris, Milan, Rome and currently Hong Kong.

Before joining FinanceAsia, Alison was the Asia Pacific Finance Correspondent for The Wall Street Journal based in Hong Kong. She joined the Wall Street Journal in 2008 as the paper's Tokyo-based Finance Correspondent.

Prior to that, Alison led Reuters' international corporate finance team in Japan and was the senior correspondent in charge of private equity coverage across the Asia Pacific region.

Alison grew up in England, and holds a Bachelor's degree in Politics from Durham University, UK, and La Luiss University, Rome.

Rita Yeung
Division Head, Banking Policy Department
Hong Kong Monetary Authority

Ms. Rita Yeung is the Head of Division A in the Banking Policy Department of the Hong Kong Monetary Authority (“HKMA”). She is responsible for the development of banking supervisory policies relating to areas such as credit, market and liquidity risks, and is involved in the implementation of international capital and liquidity regulatory standards as well as the development of regulatory regime for OTC derivatives transactions in Hong Kong. She is currently the HKMA representative in the Basel Committee’s Working Group on Liquidity, and has participated in the development of the Principles for Sound Liquidity Risk Management and Supervision issued by the Committee in September 2008 and the proposed global liquidity standards issued by the Committee in December 2010. She joined the former Office of the Commissioner of Banking in December 1990, and took up the present position in January 2000.

Winnie Yeung
Managing Director

Miss Winnie Yeung is the Managing Director of Cimigo. Prior to joining the company, she was the director of Customized Research at The Nielsen Company, Hong Kong. She had additional roles of champion of banking, insurance and finance industry group and is an expert in the realm of customer and employee satisfaction/ mystery shopper studies.

Winnie is a research expert with over 18 years of experience. She handles clients from all kinds of industries including public utilities, telecommunications, transportation, Fast Moving Consumer Good (FMCG), the insurance and finance sector, the pharmaceutical industry, retail and statutory bodies. She has vast experience of designing local or cross-country research projects; specifically projects relating to customer and employee satisfaction and loyalty, mystery shopping, new product launches and brand building. Prior to joining The Nielsen Company, she worked for Taylor Nelson Sofres.

Winnie holds a Bachelor degree of Social Science from the Chinese University of Hong Kong, major in Psychology and minor in Sociology.

Raphael P. Young
Managing Principal, Global Financial Services Transformation Office

Raphael P. Young is the Managing Principal of SAP's Global Financial Services Transformation Office. He is based in Singapore and work globally to define and execute projects that will safeguard the execution and over-performance of SAP's business plan for Banking, Insurance, Capital Markets and Wealth Management ensuring at the same time a strong pipeline of business and a robust business model into the future. He was previously leading SAP's Business Transformation Services for the Asia Pacific Japan region in financial services.

Prior to SAP, Raphael was a management consultant specialised in strategy and operations for financial services in a number of consulting companies including PricewaterhouseCoopers, Accenture and Ernst & Young. He has managed a number of large scale transformation programs for various clients including AIG, Allianz, Bank of China, CITIC Bank, HSBC, New China Life, Prudential and Standard Chartered Bank. He started his career in the Insurance industry in underwriting with Sun Alliance before working in management consulting. He regularly contributes thought leadership insights at industry conferences and publications and is passionate in helping the world run better with better systems and processes focusing on financial services.

Raphael holds a Master of Business Administration Degree from the Kellogg-HKUST Executive MBA Program and a Bachelor of Arts (Honours) Degree in Accounting from the UK. He is a committee member of the British Chamber of Commerce Singapore's Financial Services Group. He was a Co-President of the Kellogg Alumni Club of Singapore and currently sits on its advisory board.

Arthur Yuen
Deputy Chief Executive, Hong Kong Monetary Authority
Deputy Chairman, Executive Committee, The Hong Kong Institute of Bankers

Arthur Yuen is in charge of the full range of banking policy, development and supervisory issues at the Hong Kong Monetary Authority (HKMA). He joined the HKMA in 1996 as Head of Administration and has since taken up different responsibilities including research and liaison on China economic and market development issues before being appointed Head of Banking Supervision in 2000. He took up the position as Executive Director (Banking Development) in July 2004, Executive Director (Banking Supervision) in June 2005 and Executive Director (External) in July 2008. He was appointed to his present position on 1 January 2010.

Before joining the HKMA, Mr. Yuen worked in the Hong Kong Securities and Futures Commission for two years after having served as an Administrative Officer in the Hong Kong Government for over eight years.

Egidio Zarrella
Clients and Innovation Partner
KPMG China

Edge is a senior consultancy partner bringing a career spanning more than 20 years in Business and IT advisory. Edge is also the Clients and Innovation Partner for China's Management Consulting and Risk Consulting businesses. His specialisations include strategy, governance, transformation, sourcing and off shoring projects. Edge has significant Asia Pacific experience having worked in countries such as Japan, China, India, Australia, Singapore, Malaysia, Thailand, Vietnam, Korea and the Philippines.

Edge has been the Lead Partner on numerous global and regional strategy and transformation projects for a number of large financial institutions for both front and back office. He has significant experience in writing and developing business and IT strategic plans for clients across Asia and Globally.

As the lead advisory partner on some of the firm's largest financial services clients he has a strong working knowledge of the business and complex system issues that many global and regional organisations face. He has deep knowledge of retail, wholesale and investment banking businesses and systems. He is one of the firm's leading advisors in the payments' space.

Over his career he has led many strategic reviews which included the review of governance, organisation, applications, projects and expenditure of technology departments. Many of these high profile projects included reporting directly to the Board, Chairman and CEO of large organizations.