The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP
Financial Secretary
The Government of the Hong Kong Special Administrative Region

Mr. Chan is a Certified Public Accountant. He is a former President of the Hong Kong Institute of Certified Public Accountants.

Before joining the Government, Mr. Chan held a number of public service positions including member of the Legislative Council and Chairman of Legal Aid Services Council.

Mr. Chan served as Secretary for Development from July 2012 to January 2017. He has been Financial Secretary since 2017.

Eddie Yue, JP
Chief Executive
Hong Kong Monetary Authority

Mr. Eddie Yue was appointed Chief Executive of the Hong Kong Monetary Authority (HKMA) from 1 October 2019.  He began his career as an Administrative Officer in the Hong Kong Government in 1986.  He joined the HKMA upon its establishment in 1993 and was promoted to Division Head a year later.  He was appointed Executive Director in 2001 and subsequently Deputy Chief Executive in 2007 before taking up his current position.

Mr. Yue has participated in numerous areas of the HKMA’s work.  During his tenure as Deputy Chief Executive, he steered major policies and initiatives relating to reserves management, research, external affairs and market development.  Mr. Yue was also actively involved in tackling major financial crises and played an instrumental role in enhancing the Linked Exchange Rate System.

Anthony Bassili, CAIA
President
Coinbase Asset Management

Anthony Bassili, CAIA is President of Coinbase Asset Management (“CBAM”), a subsidiary of Coinbase Inc. CBAM is a web3 asset manager building investment solutions and fund products for institutional investors globally. CBAM is an SEC registered Investment Advisor, regulated by the CFTC, and an NFA member.

Prior to joining CBAM, Mr. Bassili was Head of Allocators & Tokenization for Coinbase Institutional. In this role, he was responsible for managing relationships with global financial institutions, advising on investment solutions related to digital asset hedge fund and venture strategies, tokenization, and facilitating capital introductions. His Clients covered single and multi-family offices, Endowments & Foundations, Consultants, Pensions, and Sovereign Wealth Funds globally.

Prior to joining Coinbase, Mr. Bassili served as Head of Pensions for BlackRock iShares where he helped allocators develop active and niche strategies across public and private asset classes. Prior to leading the iShares business, he spent more than a decade leading business development, investment strategy, and as a portfolio manager within the global trading platform at BlackRock.

Mr. Bassili is a contributor to digital asset education with the AIF Institute Center for Financial Innovation, the Global Interdependence Center (GIC), and the Chartered Alternative Investment Management Association (CAIA). He advises Web3.0 startups and is an active early stage investor.

https://www.linkedin.com/in/abassili/

https://x.com/SmartestBeta

James Cook
Investment Director, Head of Investment Directors and Specialists
Federated Hermes Limited

James joined in November 2011 and is Investment Director for emerging market equity strategies and Head of Investment Directors and Specialists. Within his role, he oversees the team of investment directors and specialists supporting all equity and fixed income products. He joined from Fidelity Worldwide Investments, where he was product director for emerging markets equities from October 2005 until May 2011. He previously worked at Threadneedle Investments in investment communications. James has a degree in Economics from Royal Holloway, University of London, and holds the Investment Management Certificate.

Joshua Crabb
Head of Asia-Pacific Equities
Robeco

Joshua Crabb is Head of Asia-Pacific Equities and responsible for managing the Asia-Pacific equites team. He is also Portfolio Manager of Robeco Asia- Pacific Equities, Robeco Asian Stars Equities and Robeco Sustainable Asian Stars Equities.

Before joining Robeco in 2018, Joshua was Head of Asian Equities at Old Mutual and Portfolio Manager at BlackRock and Prudential in Hong Kong. He started his career in the investment industry as Sector Analyst at BT Financial Group in 1996.

Joshua holds a Bachelor's with Honors in Finance from the University of Western Australia.

Gunther Jost
Head GWM Alternatives Specialists APAC, Unified Global Alternatives
UBS

Gunther Jost is a Managing Director and Head GWM Alternatives Specialists APAC for Unified Global Alternatives at UBS. He has over 23 years of experience in the financial industry with focus on advising both institutional and private investors on Alternative Investments. Before joining UBS, Gunther was Head of Sales & Marketing and a member of the Management Committee at SAIL Advisors, a Hong Kong-headquartered Fund of Hedge Funds. Prior to that, he was a Senior Product Specialist for Alternative Investments at Union Alternative Assets, a subsidiary of German Asset Manager Union Investment, where he advised institutional investors on investments in Hedge Funds, Private Equity and Structured Credit. Previously Gunther worked as an Investment Consultant for high net worth individuals for the Private Banking Division of Deutsche Bank. He started his career at SGZ-Bank in Frankfurt/Germany. Gunther holds a Master's degree in Business Administration (Diplom-Kaufmann) from the University of Passau/Germany, and is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

William (Bill) Fong
Managing Director Senior Advisor, Head Alternatives Specialists Asia & Middle East
Bank Julius Baer

William (Bill) Fong is a Managing Director Senior Advisor and Head of Alternatives Specialists Asia & Middle East for Bank Julius Baer.

Bill joined Bank Julius Baer in 2013 bringing extensive experience in private equity from his tenure as a partner with Investor Growth Capital at Investor AB. His prior experience includes roles as an Investment Manager at Lazard Asia, where he focused on buyouts, and as a Senior Associate at Buchalter, a California-based law firm, specialising in private credit and creditor rights.

He holds a J.D. and M.B.A. from the University of Southern California and a B.A. from Columbia University in Computer Science.

Iqbal Khan
Co-President UBS Global Wealth Management and
President UBS Asia Pacific

Iqbal Khan became President Global Wealth Management in 2022 and assumed the additional role of President UBS Asia Pacific on 1 September 2024. Previously, he was President UBS Europe, Middle East and Africa from 2021 to 2023. From 2019 until September 2022, he was Co-President Global Wealth Management.

Prior to joining UBS in 2019, Iqbal was at Credit Suisse where he held senior leadership positions as CFO Private Banking & Wealth Management and later CEO International Wealth Management. From 2001 to 2013, Iqbal held numerous leadership positions at Ernst & Young, where he was one of the youngest partners of the firm’s Swiss arm.

Iqbal holds an Advanced Master of International Business Law degree (LLM) from the University of Zurich. In addition, he is a Certified International Investment Analyst, a Swiss Certified Public Accountant, a Swiss Certified Trustee, a Member of the Board of the UBS Optimus Foundation and a Member of the Board of Trustees of Lucerne Festival.

Vivien Khoo
Chief Executive Officer and Managing Director
Private Wealth Management Association

Vivien is the CEO of Private Wealth Management Association (“PWMA”) with close to three decades of experience in wealth management, digital assets, crypto research, compliance and regulatory oversight.

Vivien spent close to two decades at Goldman Sachs, where she was the Managing Director of Goldman Sachs’ Asia Pacific Ex-Japan Compliance division. At Goldman Sachs, Vivien was involved in various market and regulatory reforms, she was also an ex regulator at the Hong Kong Securities and Futures Commission earlier on in her career.

Prior to joining the PWMA, she was the Chairwoman and co-founder of the Asia Crypto Alliance, an industry association promoting a sustainable ecosystem for virtual asset providers in Asia. After a long career in senior compliance and regulatory roles, Vivien moved into the digital asset industry in 2019 where she was the Global Chief Operating Officer and Interim CEO at a leading crypto derivatives exchange. She also held senior roles at various major digital wealth management and crypto firms, including StashAway and Delphi Digital. Vivien serves on the Regulatory Subcommittee of the Task Force on Promoting Web3 Development established by the Government of HKSAR in 2023, chaired by the Financial Secretary with participation of key government officials and financial regulators.

As a strong advocate for diversity and inclusion, Vivien was a key sponsor for female programs at different levels during her time at Goldman Sachs. She is the founder of W3W (Web3Women) and co-founder of SatoshiWomen, both of which provide education, inspiration and connections to women interested in digital assets. She serves on the board of Inspiring Girls and is a fellow of Social Enterprise Research Academy. Vivien was named a honouree of Tatler Asia’s Most Influential List in 2022.

Kyle Kniffen
Global Head of Alternatives for Third Party Wealth
Goldman Sachs Asset Management

Kyle is a managing director in the Client Solutions Group within Goldman Sachs Asset Management. He serves as global head of Alternatives for Third Party Wealth (TPW), overseeing client strategy for the firm’s TPW clients globally, delivering the power of the Alternatives investing platform to a broad set of individual investors through our partnerships with financial intermediary clients and their advisors, including Private Banks, Broker-Dealers, RIAs and other distribution platforms. Kyle partners closely with leadership across our Alternatives franchise to develop products that meet our clients’ evolving needs.

Prior to this role, Kyle was in Alternative Capital Markets (ACM), serving as head of ACM for Goldman Sachs Ayco and leading coverage for One Goldman Sachs financial sponsors globally. He joined Goldman Sachs in 2018 as a vice president in ACM and was named managing director in 2021.

Prior to joining the firm, Kyle led a variety of distribution and product management teams for Bank of America’s Alternative Investment Group within their Global Wealth and Investment Management division.

Kyle is a member of The Economic Club of New York.

Kyle earned a BA from Gettysburg College.

Karen Koh
Media Professional

Karen Koh is a broadcast media professional and familiar face and voice to viewers and listeners in Asia. Her background is in television news and current affairs, and she has anchored and reported for international media organisations including BBC World, CNBC Asia, CNNI, STAR TV, Thomson Reuters and WSJ Digital. She also worked in radio for RTHK Radio 3, and produces and hosts radio shows and podcasts for private clients.

In the course of her 30+ years of experience she’s interviewed a range of people from heads of state and corporate leaders to explorers, chefs and musicians.

Karen frequently moderates panels and keynotes, and emcees a range of events, from corporate conferences to NGO fundraisers. Karen also conducts media and presentation skills training for clients in all sectors.

Karen is the current First Vice President of the Foreign Correspondents’ Club Hong Kong and serves as co-convenor of their professional, finance and press freedom committees.

Mandy Lee
Senior Vice President, Head of Asia ex Japan,
Brookfield Oaktree Wealth Solutions

Mandy Lee has 20 years of experience and is the Head of Asia ex Japan for Brookfield Oaktree Wealth Solutions, based in Singapore. She leads the Marketing and Business Development efforts of Brookfield and Oaktree’s Wealth Solutions business in Greater China and Southeast Asia. Prior to joining the firm, Mandy was Asia co-head of Private Wealth Distribution at BlackRock, leading the distribution of Wealth solutions spanning across mutual funds, ETFs, Alternatives and custom solutions in Asia. Before BlackRock, Mandy has also served as investment sales to both corporate and private wealth clients at HSBC Global Markets and Macquarie Securities respectively.

Mandy earned her Master of Business Administration at the University of Cambridge and Bachelor of Business Administration degree from the Hong Kong University of Science and Technology. Mandy holds qualification of Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM).

Amy Lo, JP
Chairman, Executive Committee, Private Wealth Management Association, and
Chairman, Global Wealth Management Asia, Head and Chief Executive, UBS Hong Kong

Amy Lo is Chairman, Global Wealth Management Asia, Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Managing Director at UBS.

Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the Executive Committee of the Hong Kong Private Wealth Management Association (PWMA). PWMA is an industry association whose mission is to foster the growth and development of the private wealth management industry in Hong Kong.

She is also a Board Member of the Hong Kong Financial Services Development Council (FSDC) and the Hong Kong Academy for Wealth Legacy, a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau and an advisor of Our Hong Kong Foundation.

Amy has over 30 years of experience in the private banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of UHNW and Global Family Office in Asia. Today, the UHNW business is the leading wealth manager for UHNW individuals in the region.

A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, and a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong. She is also a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children globally.

In recognition of her contribution to the wealth management industry, Amy was named Private Banker of the Year in the Asian Private Banker Awards for Distinction 2020 and 2023. She also received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in building UBS as a corporate citizen in Hong Kong. She was also named by a top-tier Chinese media, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in 2017.

John Mallory
Co-Head, Global Private Wealth Management
Goldman Sachs

John is co-head of global Private Wealth Management (PWM) at Goldman Sachs. Previously, John was head of Americas PWM and global head of the Institutional Client Solutions business, which provides outsourced CIO solutions for nonprofits and other institutional clients. Before that, he was head of the Investment Management Division’s West Region, including PWM in Los Angeles, San Francisco and Seattle. Earlier in his career, John was head of PWM for the Florida region, including coverage of Latin America. Before assuming management responsibilities, he led a New York-based private wealth team.

Before joining Goldman Sachs in 1998, John worked at Brown Brothers Harriman & Co. in New York and Hong Kong. John is a member of the Council on Foreign Relations. He is former vice chair of the Los Angeles Philharmonic Association, where he served on both the Executive Committee and as chairman of the Finance and Investment Committee. John is also a former trustee of the John Thomas Dye School, where he served as Investment Committee chair and a member of the Executive Committee.

John earned an AB from Harvard University.

Franco Morra
Founder and Managing Director
winsight

Franco Morra, Founder and Managing Director of winsight, holds a Marketing Master and a PhD in Economics and Health Care Management of the University of St. Gallen (Dr. oec. HSG).

At HSBC from 2010 to 2018 he radically transformed and made the Private Banking Business fit for the future, holding various Senior Management Positions such as Regional CEO EMEA, CEO Private Banking Switzerland, Chairman of the Board of Asset Management Switzerland as well as Country Manager Switzerland. During this time he also acted as the Chairman of the Foreign Banking Association of Switzerland (AFBS), Member of the BoD Committee and Audit Committee of the Swiss Banking Association (SBA) as well as of GPF - Genève Place Financière. Finally he was also Board Member of the HSBC Group Swiss Pension Fund.

Previously he worked from 2005 to 2010 at UBS as Regional Head of Wealth Management Western Europe, Middle East and Americas. At his last assignment he was appointed CEO of UBS Switzerland and Member of the UBS Group Executive Board, where he stabilized successfully the UBS Swiss Core Businesses (Retail and Corporate Banking, Wealth and Asset Management, and Investment Banking) after the Financial Crisis together with his newly appointed leadership team.

From 1992 to 2005 he was a Management Consultant and worldwide Partner at The Boston Consulting Group with focus on strategic repositioning, global growth, operational effectiveness, M&A and Post Merger Integration Projects for leading Blue Chips in Health Care (Pharma, Biotechs, Medtechs), in Consumer Goods & Retail (Consumer Discretionary and Staples) and in Financial Services (Banking, Reinsurance) as well as for Professional Services B2B Companies.

Franco is married and proud father of four children.

Doug Ostrover
Co-Chief Executive Officer
Blue Owl

Doug Ostrover is Co-Chief Executive Officer of Blue Owl Capital Inc. and the chairman of the firm’s board of directors. Doug is also the Chief Executive Officer and serves as a Co-Chief Investment Officer for each of the Blue Owl Credit Advisers. Previously, Doug co-founded Owl Rock Capital Partners, the predecessor firm to Blue Owl’s Credit platform.

Prior to co-founding Owl Rock, Doug was a founder of GSO Capital Partners (GSO), Blackstone’s alternative credit platform, and was a Senior Managing Director at Blackstone until 2015. Prior to co-founding GSO in 2005, Doug was a Managing Director and Chairman of the Leveraged Finance Group of Credit Suisse First Boston (CSFB). Prior to his role as Chairman, he was Global Co-Head of CSFB’s Leveraged Finance Group, during which he was responsible for all of CSFB’s origination, distribution, and trading activities relating to high yield securities, leveraged loans, high yield credit derivatives, and distressed securities. Doug joined CSFB in November 2000 when CSFB acquired Donaldson, Lufkin & Jenrette (“DLJ”), where he was a Managing Director in charge of High Yield and Distressed Sales, Trading and Research. He was a member of DLJ’s high yield team since he joined the firm in 1992.

Doug is actively involved in a variety of non-profit organizations including serving on the boards of directors of the Michael J. Fox Foundation, the Mt. Sinai Health System, and the Leadership Council for Memorial Sloan Kettering. He also serves on the investment committee of the Brunswick School.

Doug received an MBA from New York University Stern School of Business and a BA in Economics from the University of Pennsylvania.

Stuart Parker
Head of PGIM Global Wealth
PGIM

Stuart Parker is head of PGIM Global Wealth, a distributor of retail products globally for PGIM, which include mutual funds, separately managed accounts, exchange-traded funds (ETFs), alternative investments (Alts), defined-contribution (DC) solutions, and the UCITS platform. PGIM Investments’ assets under management (AUM) total $207 billion¹ . PGIM is the global investment management business of Prudential Financial, Inc. The PGIM Funds family is the eighth-fastest-growing U.S. mutual fund family in terms of organic AUM growth².

Stuart oversees 200 salespeople globally, with offices in the United Kingdom, Germany, Italy, Ireland, Switzerland, Netherlands, Hong Kong and Singapore. He also has oversight of PGIM DC Solutions focusing on the defined-contribution market; the Strategic Investment Research Group providing due diligence oversight for third-party investment managers across Prudential platforms; and PGIM’s asset management businesses in India and its joint venture in China.

Before joining PGIM Stuart spent 14 years at Citigroup Asset Management in a variety of roles related to distribution. He earned a bachelor’s degree in history from Rollins College and an M.B.A from Thunderbird The American Graduate School of International Management. He is on the executive committee and is the audit chair of the Investment Company Institute, is a member of the board of Rollins College, and is president and an interested director of PGIM Funds.

1 PGIM Investments AUM as of 6/30/2025 includes U.S. mutual funds: $149.6 (excluding money markets and funds of funds), closed-end funds: $1.4B, ETFs: $17.1B, UCITS funds: $10.4B, PGIM Custom Harvest: $6.1B, and Asia Local: $22.4B. Asia Local AUM includes Everbright PGIM (a joint venture in China in which PGIM has a 45% ownership stake), PGIM SITE, and PGIM India. 2 Source: Simfund; excludes ETFs and money market funds. Mutual fund AUM growth is among the top 50 industry competitors between 2008 and 06/30/2025.

Jean Eric Salata
Chairman of EQT Asia and
Head of EQT Private Capital Asia

Jean Eric Salata is the Chairperson of EQT in Asia. Jean started the regional Asian private equity investment program for UK-based Baring Private Equity Partners Ltd in 1997 and later led the management buyout of this program in 2000 to establish BPEA as an independent Firm. He has since been responsible for the investment activity of BPEA until 2022, when the company joined forces with EQT.

Prior to BPEA, Jean was a Director of Hong Kong-based AIG Global Investment Corporation (Asia) Ltd., the Asian private equity investment arm of AIG. Prior to that, Jean was the Executive Vice President of Finance of Shiu Wing Steel, a Hong Kong-based industrial concern, and prior to that a management consultant with Bain & Company based in Hong Kong, Sydney, and Boston.

Jean holds a B.S. (Hons) in Finance and Economics from the Wharton School of the University of Pennsylvania, where he graduated magna cum laude.

Arnaud Tellier
CEO, Wealth Management Asia
BNP Paribas

Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 private banking professionals across key markets in Asia.

In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction.

Arnaud brings a multi-disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking.

Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was Head of Wealth Management, Singapore and Southeast Asia. He has held prior leadership roles as Regional Head of Corporate and Investment Banking, Northern & Central Europe and from 2006 to 2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013.

A Finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast.

Lok Yim
Regional Head, Global Private Banking, Asia Pacific
HSBC

Lok Yim is Regional Head, Global Private Banking, Asia Pacific, where he leads a team of dedicated wealth management professionals across the region to serve the wealth needs of business owners and their families.

Yim has over 25 years of experience in the banking industry, spanning investment solutions and wealth management in Hong Kong, the United Kingdom and Switzerland.

Yim joined HSBC from Deutsche Bank in November 2023, where he was most recently CEO of Deutsche Bank AG, Hong Kong Branch, responsible for the management and governance of the bank’s business and operations in Hong Kong. During his 16-year tenure with the bank, he has held senior positions in investment solutions, wealth management and private banking.

Prior to that, Lok spent over 11 years at Citigroup where he served in both a wealth management and investment bank banking capacity.

Yim holds a Master of Arts degree from Gonville and Caius College at University of Cambridge. He is based in Hong Kong.

Dr. Eric Yip
Executive Director, Intermediaries
Securities and Futures Commission

Dr. Eric Yip is a member of the Securities and Futures Commission (SFC). He is also an Executive Director heading the Intermediaries Division, which comprises the Intermediaries Supervision and Licensing departments. The Division is primarily responsible for administering licensing requirements and conducting ongoing supervision of licensed corporations with a focus on their business conduct and financial soundness.

Dr. Yip is a seasoned financial professional having in-depth knowledge of the operation and regulation of the financial markets in Hong Kong and Mainland China. Prior to joining the SFC, he held senior roles in banking, asset management and Hong Kong Exchanges and Clearing Limited. He began his career as a Management Consultant at McKinsey and Company.

Dr. Yip sits on the SFC’s Executive Committee.

Patrick Yip
Asia Vice Chair
Mishcon de Reya LLP

Patrick Yip, an experienced international tax specialist, is Asia Vice Chair of Mishcon de Reya LLP. He is formerly Deloitte China's Vice Chair. He specializes in US international taxation, China-Hong Kong cross-border taxation and structuring M&A transactions. He advises high-net-worth individuals on multi-jurisdictional trust and estate planning. In addition, he is a specialist in FATCA and CRS.

Patrick worked for a Big 4 accounting firm's International Tax Group in San Francisco and Deloitte's National Tax Office (International) in Washington DC. He was involved in tax policy discussions with both the Hong Kong and Chinese tax authorities. He is fluent in English and Chinese (Cantonese and Mandarin). He is both a CPA (USA and Hong Kong) and an attorney-at-law (California). He is an adjunct professor at the University of Hong Kong.

He graduated from the University of Texas at Austin with an MPA Degree in Taxation and a BBA Degree in Accounting with High Honors. He has an LL.M (Master of Laws) degree from Columbia University (James Kent Scholar), an LL.M degree from the University of California at Berkeley (Dean's List) and an undergraduate law degree (Hons) from the University of Cambridge. He also has an MBA degree (Hons) from the University of Chicago.

John Zito
Co-President
Apollo Asset Management

John Zito is Co-President of Apollo Asset Management, co-leading all investing activity and day-to-day management of the Firm’s asset management business. John is also the Head of Credit and a member of Apollo’s Leadership Team. Prior to joining Apollo in 2012, John served as a Managing Director and Portfolio Manager at Brencourt Advisors and previously spent five years as a Portfolio Manager at Veritas Fund Group. John is a Chartered Financial Analyst charter holder and he graduated cum laude from Amherst College with an AB in economics.