Agenda Day 1 (September 25)

Day 1 agenda of the Asia Risk Congress 2024.

Main conference agenda (September 25, 2024)

08:0009:00

Registration

08:00 - 08:55

09:0009:10

Chairperson's opening remarks

08:55 - 09:00

09:1009:20

Introductory remarks
Opening speech

00:00 - 00:01

Duncan Wood

Global editorial director

Risk.net

Duncan Wood is the London-based editor-in-chief of Risk.net. He was promoted to the role at the start of 2015, to lead the editorial reorganisation of the website and its print titles. Wood had been editor of Risk magazine since July 2011. He rejoined Risk as European editor in October 2009, having originally worked for Risk and Asia Risk in London and Hong Kong as a writer and researcher between 1998 and 2000.

In the intervening years, Wood was news editor for the Oliver Wyman-founded online start-up ERisk.com. He also worked freelance for six years while living in Germany, with his work featuring in Euromoney, Financial News, IFR, and The Wall Street Journal, as well as Risk magazine and its sister titles. Wood has written about derivatives and risk throughout his 17-year career in journalism. He is a Neal Awards finalist, and has won Incisive Media's journalist and editor of the year awards.

09:2009:40

An expanded enterprise risk management mandate
Keynote presentation

09:20 - 09:40

Patrick Nathan

Chief communications officer and chief risk officer

SG Courts

Patrick is currently Chief Communications Officer and Chief Risk Officer with SG Courts (the Singapore Judiciary). 

Patrick completed his service with the Singapore Armed Forces and the Ministry of Defence as a Colonel. He worked at the Prime Minister’s Office for seven years and was instrumental in setting up the National Security Coordination Secretariat. He was its first Deputy Director for Strategic Policy Development. He subsequently launched and managed the Government’s Risk Assessment and Horizon Scanning programme. 

In the private sector, Patrick was Director for Security and Emergency Planning and Vice President of Corporate Communications at a major public transport operator.

He moved on to Deloitte’s Risk Advisory Service where he was a Senior Advisor in Risk Sensing, Enterprise Risk Management, Crisis Management, Crisis Communications, Business Continuity Management and Critical Infrastructure Protection. 

09:4010:10

The narratives shaping regulations and shifts to anticipate in Asia
Panel discussion

14:00 - 15:00

  • What is the current regulatory environment across APAC?
  • What’s next after key regulations and markets changes have come to pass: IBOR transition, Basel 3, Initial margin requirements
  • How will market trends impact the regulatory environment in coming years?
  • Should financial institutions be anticipating any new regulations? 
Duncan Wood

Global editorial director

Risk.net

Duncan Wood is the London-based editor-in-chief of Risk.net. He was promoted to the role at the start of 2015, to lead the editorial reorganisation of the website and its print titles. Wood had been editor of Risk magazine since July 2011. He rejoined Risk as European editor in October 2009, having originally worked for Risk and Asia Risk in London and Hong Kong as a writer and researcher between 1998 and 2000.

In the intervening years, Wood was news editor for the Oliver Wyman-founded online start-up ERisk.com. He also worked freelance for six years while living in Germany, with his work featuring in Euromoney, Financial News, IFR, and The Wall Street Journal, as well as Risk magazine and its sister titles. Wood has written about derivatives and risk throughout his 17-year career in journalism. He is a Neal Awards finalist, and has won Incisive Media's journalist and editor of the year awards.

Aziz Durrani

Team lead and senior technical assistance specialist

ASEAN+3 Macroeconomic Research Office (AMRO)

Aziz has over 22 years of experience in international banking and finance, and in setting, enforcing and advising on regulatory policies and standards to international authorities. At the ASEAN+3 Macroeconomic Research office (AMRO), Aziz leads the Technical Assistance function, and is responsible for the budgeting and provision of technical assistance to the Central Banks and Ministries of Finance of the ASEAN countries plus China, Japan and South Korea. His work includes advising on climate and nature related risks and on green and sustainable finance policies.

Aziz previously worked for 5 years at The SEACEN Centre in Kuala Lumpur, providing technical assistance and delivering training programmes to SEACEN’s 35 Central Banks and Regulatory Authority stakeholders across Asia, on issues related to Supervision, Financial Stability, Risk Management and Financial Market Infrastructure and was also the Lead on Sustainable Finance.

Before joining SEACEN, Aziz spent 7 years as a Senior Technical Specialist at the Bank of England, leading the global wholesale banking book Stress Testing programme for all major UK banks and undertaking asset quality and Non-Performing Loan reviews across international banks.

Aziz began his career in the Strategy, Finance and Economics practice of Andersen Business Consulting in London, and later worked at Standard Chartered Bank, covering the Origination, Structuring and Syndication of loan products across EMEA markets. He also worked at Lloyds Banking Group in Asset and Liability Management and in Leveraged Finance Loan Restructuring.

Aziz is a graduate in Economics and Philosophy from The University of Nottingham, UK, and studied for an M.Sc. in Computing for Industry at Imperial College London.

Benoit Gourisse

Head of Asia-pacific public policy

ISDA

Benoît Gourisse has worked for ISDA for 13 years. He has served as Senior director, European Public Policy, then Deputy Head, European Public Policy and was appointed Head of Asia Pacific in April 2021.

He headed European ISDA work streams on MiFID 2/ MiFIR framework, Commodities, Non-cleared margin rules, Recovery and resolution framework for CCPs, CCP supervision, Market Abuse and was the ISDA primary contact to the International Organization of Securities Commissions (IOSCO).

He now heads ISDA public policy workstreams in Asia Pacific, covering the whole region except Japan.

Prior to ISDA, Mr. Gourisse spent five years at the French Banking Federation in Paris, where he was deputy director of Corporate and Investment bank activities. In this role he advised the executive management of French banks in every issue relating to financial markets, corporate services, custodian activities, asset management and distribution of financial instruments to retail investors.

He also worked for the French Savings banks as head of legal department in the Savings Banks of Brittany, and for Société Générale as compliance officer.

Mr. Gourisse has a Masters Degree in Tax and Business Law from Paris XI University.

Varuni Webb

Head, regulatory and risk initiatives, CIB COO

Standard Chartered Bank

“Varuni Webb is a seasoned senior executive, with 25 years of experience in the financial services sector. She has extensive experience leading global business, operational, risk and regulatory transformation for Financial Markets, Wealth Management and Asset Management, working in a variety of transformation roles in London, New York, Hong Kong and Singapore for financial institutions including Barclays Capital, Goldman Sachs, Credit Suisse and Standard Chartered. Drivers for these large-scale transformation programmes have ranged from revenue enhancement, risk mitigation and regulatory compliance, to defining new group-wide target operating models, process simplification and digitisation.

Currently, in her role as the Head of Strategic Regulatory and Risk Initiatives at Standard Chartered Bank, Varuni has co-founded and implemented the group-wide Managing Regulatory Change Initiative, which has introduced an end-to-end framework and target operating model for managing regulatory change within Standard Chartered. Her team leads the implementation of any large-scale or complex regulatory obligations where the impact is felt bankwide.

Varuni has a BSc in Accounting and Finance from the London School of Economics (LSE) and a recent Chief Sustainability Officer accreditation from the Massachusetts Institute of Technology (MIT)”

10:1010:35

From crisis to opportunity: resilient and sustainable risk management in an age of artificial intelligence (AI)
Presentation

10:00 - 10:25

Terisa Roberts

Global solution lead, risk modelling and decisioning

SAS

Terisa Roberts is the global solution lead for risk modelling and decisioning at SAS, and has two decades of experience in quantitative risk management and advanced analytics. She has helped companies in financial services, telecommunications, government, energy and retail derive business value and make better decisions using risk analytics. Roberts has experience in regulatory compliance, IFRS 9, BCBS 239, model risk management and enterprise stress-testing. She advises banks and regulators on industry best practices in artificial intelligence (AI), automation and digitalisation related to risk modelling and decisioning, and in the responsible use of AI and machine learning. Roberts regularly speaks at international risk conferences on innovation in risk management.

10:3511:05

Networking break

11:50 - 12:05

  • Ask the expert
Varuni Webb

Head, regulatory and risk initiatives, CIB COO

Standard Chartered Bank

“Varuni Webb is a seasoned senior executive, with 25 years of experience in the financial services sector. She has extensive experience leading global business, operational, risk and regulatory transformation for Financial Markets, Wealth Management and Asset Management, working in a variety of transformation roles in London, New York, Hong Kong and Singapore for financial institutions including Barclays Capital, Goldman Sachs, Credit Suisse and Standard Chartered. Drivers for these large-scale transformation programmes have ranged from revenue enhancement, risk mitigation and regulatory compliance, to defining new group-wide target operating models, process simplification and digitisation.

Currently, in her role as the Head of Strategic Regulatory and Risk Initiatives at Standard Chartered Bank, Varuni has co-founded and implemented the group-wide Managing Regulatory Change Initiative, which has introduced an end-to-end framework and target operating model for managing regulatory change within Standard Chartered. Her team leads the implementation of any large-scale or complex regulatory obligations where the impact is felt bankwide.

Varuni has a BSc in Accounting and Finance from the London School of Economics (LSE) and a recent Chief Sustainability Officer accreditation from the Massachusetts Institute of Technology (MIT)”

11:0511:45

How will credit risk evolve with the recent market trends and developments?
Panel discussion

14:00 - 15:00

  • The landscape for credit environment and where there are concerns?
  • How has climate change impacted credit analysis and decisioning?
  • Are there processes and analysis that can be digitalised within credit?
  • Scenarios and stresses to be concerned about heading into the next cycle 
Duncan Wood

Global editorial director

Risk.net

Duncan Wood is the London-based editor-in-chief of Risk.net. He was promoted to the role at the start of 2015, to lead the editorial reorganisation of the website and its print titles. Wood had been editor of Risk magazine since July 2011. He rejoined Risk as European editor in October 2009, having originally worked for Risk and Asia Risk in London and Hong Kong as a writer and researcher between 1998 and 2000.

In the intervening years, Wood was news editor for the Oliver Wyman-founded online start-up ERisk.com. He also worked freelance for six years while living in Germany, with his work featuring in Euromoney, Financial News, IFR, and The Wall Street Journal, as well as Risk magazine and its sister titles. Wood has written about derivatives and risk throughout his 17-year career in journalism. He is a Neal Awards finalist, and has won Incisive Media's journalist and editor of the year awards.

Wen Lin Chia

Managing director, regional head of credit portfolio risk assessment and monitoring and country risk

DBS

A seasoned banker, Wen Lin CHIA brings credit risk insights from 1st and 2nd Line perspective, having been in both roles predominantly in Asia and Australia.  In her current role in DBS as MD, Regional Head of Credit Portfolio Risk Assessment and Monitoring and Country Risk, Wen Lin is responsible for Credit Portfolio, Country, and Securitisation Risks.  Her previous role is CRO DBS Australia.  

Abhishek Darbari

Head of risk

GXS Bank

Abhishek is Head of Risk at GXS Bank (GXS), a Singapore headquartered digital bank with the mission to make banking better for everyday consumers and small businesses across Singapore and Malaysia.

He previously oversaw UniCredit Group’s regional risk management activities as Chief Risk Officer for Asia Pacific. Other senior roles held at UniCredit and the Fiat Group include Head of Industry Underwriting Corporate & Investment Banking, Group Head of Risk Reporting, Head of Product Development Central Eastern Europe and Assistant Treasurer for Europe and NAFTA regions.  

Abhishek can converse fluently in English, Italian, German and Hindi underlining a successful international Risk and Business side career spanning prominent financial hubs including the UK, Germany, Italy, the US, Greater China and Singapore

Abhishek holds a Master of Business Administration, Bachelor of Arts (Honours) degree in Economics. He is an Associate Member of the Association of Corporate Treasurers UK (AMCT) as well as Member, Hong Kong Treasury Markets Association.

Edward McKeon

Senior director, credit & risk solutions

S&P Global Market Intelligence

Ed is a Senior Director in the Credit & Risk Solutions team of S&P Global Market Intelligence, based in Singapore. Since joining in 2012, he has managed and participated in the development, implementation, and validation of Basel II internal ratings systems, including Probability of Default (PD) and Loss Given Default (LGD) for low-default asset classes, for numerous clients across the EMEA and APAC regions. Ed leads the team in APAC, since 2022. Prior to this he was heading ASEAN & Pacific operations, since 2017 and was part of the EMEA team in London, charged with managing our financial institutions (both banking and non-banking) Probability of Default (PD) solutions and delivering PD complex solutions and consultative assignments for Banks. Ed holds an undergraduate degree in Accounting & Finance from Durham University. Ed also holds a postgraduate Masters in Science (MSc) in Investment Analysis from Aston University.

Jens Toepfer

Head of risk and portfolio management, Apac + Mea and lending

Deutsche Bank

Jens re-joined Deutsche Bank in 2022 and has regional responsibility for Risk & Portfolio Management for Trade Finance & Lending APAC and for Corporate Bank Lending globally.

He previously spent more than 3 years at Lloyds Banking Corporate Markets as Chief Risk Officer for Asia, overseeing Credit, Conduct, Compliance & Operational Risk.

Jens has nearly 30 years of banking experience primarily in Risk & Portfolio Management roles. After completing his banking apprenticeship at Deutsche Bank in Germany, he has held a variety of positions in Relationship and Risk Management across Austria, Germany, USA and the UK.

Notable senior roles include Regional Head of Portfolio Management Europe responsible for credit portfolio strategy and risk appetite across all asset classes at Deutsche Bank, Senior Credit Underwriter covering Risk Solutions & Structured Derivatives CEEMEA at Royal Bank of Scotland and Head of Risk & Portfolio Management, Transaction Banking Asia Pacific at Deutsche Bank.

Jens is a CFA® charterholder and Certified FRM. He is fluent in German, English and Spanish.

11:4512:35

Holistic overview of derivatives trends and challenges in Asia
Panel discussion

02:00 - 15:00

  • What is the current landscape of derivatives trading across Asia Pacific?  
  • How has regulatory drivers affected the derivatives market?  
  • How to drive margin, capital, and operational efficiencies in the world of derivatives?  
  • What derivatives products are becoming crucial to risk management in Asia?
  • Outlook of derivatives for the next 5 years 
Chris Davis

Senior markets reporter and Asia editor

Asia Risk

Lei Li

APAC head of sales for futures & options, OTC clearing, FXPB and FIPB

Bank of America

Lei Li joined Bank of America in 2022 as the APAC Head of Sales for Futures, Options, OTC Clearing, FX PB and Fixed Income PB from Singapore Exchange (SGX) where she was the Global Head of Members and DCI Sales.  In her current role, Lei is responsible for the implementation of effective sales strategies in APAC, as well as oversees the sales and marketing of these products and solutions to institutional clients in APAC and globally. Prior to joining SGX, Lei has always been on the sell-side spending her longest career at Citigroup across Sydney, Singapore, Hong Kong where she managed the respective futures and OTC clearing sales teams in APAC.  Lei started her career in Lehman Brothers (New York) in 2005.

Lei graduated from University of Miami, as Magna cum Laude, and triple majoring in Finance, Marketing, and Psychology. 

Sage Patel

Managing director, head of data, valuations and analytics, Apac

S&P Global Market Intelligence

Sage Patel joined IHS Markit (Markit Asia) in March 2011. Before joining IHS Markit, Sage was responsible for Pricing and Valuations at Fitch Solutions. Sage has extensive product and commercial leadership responsibilities across fixed income, derivatives, and structured credit and at tier-one investment banks, starting at Salomon Brothers, Citigroup Global Markets, Bank of America N.A and RBC Capital Markets across London, New York, and Toronto.

Sage has been driving IHS Markit's (now S&P Global Market Intelligence) continued expansion into Asia-Pacific capital markets which will continue to provide optimized solutions and best practices for market reforms adoptions in an ever-changing regulatory landscape in Asia.

Kate Simpson

Vice president, prime financial services

J.P Morgan

Kate is part of the product development team covering APAC markets with a specific focus on India ( cash equities , futures and options) . She has been with J.P Morgan in Singapore for 10 years. Prior to joining J.P. Morgan, Kate worked at Euronext in Paris.

She is responsible for overseeing and directing the APAC markets and products agenda, market strucuture and regulatory governance. Kate has a passion for client content and publishes J.P Morgan’s global quarterly client insights reports.

Kate holds a dual Masters in Management from Smurfit Business School, Dublin and HEC Paris, alongside an dual Bachelor of Commerce from Bocconi University and University College Dublin.

She is the Vice President of the European Chamber of Commerce Singapore and sits on the board of the Irish Chamber of Commerce Singapore, previously holding the position of President.

Kate  is passionate about D,E and I and represents J.P. Morgan at the Financial Women’s Association of Singapore and is part of J.P. Morgan’s leadership team ( Women on the Move ) , specifically focused on external engagement.

Rhys Spencer

Head of sales, Asia

TPICAP

Weilong Tan

Senior sales and relationship manager

LCH

Weilong Tan is a Senior Sales and Relationship Manager at LCH, where he serves as the product and technical lead, driving LCH’s continued expansion in the APAC region. With over 7 years of experience in derivatives, clearing, and prime brokerage, Weilong is a seasoned financial professional.

Before joining LCH, Weilong spent 4 years at Citi as a derivative clearing specialist, working in both London and Singapore. During his tenure, he restructured the global FX prime brokerage business and significantly grew the derivatives clearing franchise.

Weilong holds a Bachelor of Business Management with a major in Finance from Singapore Management University, graduating with top honours.

12:3513:00

Achieving global harmonisation and the role of standardisation in the OTC derivatives markets
Fireside chat

12:15 - 12:40

  • Overview of current and upcoming derivatives regulations
  • How have OTC cleared products evolved and where are the opportunities?
  • What can markets do to prepare now for market regulations?
  • Outlook on the impacts of regulations on APAC markets
Wei-Shen Wong

Asia editor

WatersTechnology

Wei-Shen Wong joined Waters Technology in June 2016. She heads the publication's Asia coverage. She covers both the buy side and sell side, overseeing issues related to advancements in technology, new regulations and how firms are managing their data.

Emma Kalliomaki

Managing director

Derivatives Service Bureau

Emma Kalliomaki is Managing Director of the Derivatives Service Bureau (DSB). She is also Managing Director of the Association of National Numbering Agencies (ANNA). The DSB is an organisation originally founded by ANNA and now working in collaboration with the industry as a fully automated global generator of ISINs, CFIs, and FISNs, for Over the Counter (OTC) derivatives. While Emma has been working as MD, the DSB was designated by the Financial Stability Board as the sole service provider for the future UPI system supporting the DSB focus on industry requirements to deliver an OTC derivatives identification framework. Emma has over a decade of experience in financial data, standards and regulation, previously also working as head of the London Stock Exchange’s SEDOL Masterfile.

12:4514:30

CRO roundtable & lunch | Hosted by Asia Risk and BCG

12:45 - 14:30

Risk management in 2024 and beyond: Upcoming challenges, opportunities, and best practices

  • How to manage and mitigate risks with dynamic economic and geopolitical landscapes?
  • What have we learned this past year of managing risks and navigating complex regulatory landscapes?
  • What are the new risk types emerging with increased technological innovations?
  • The ways that best practices are evolving and what are timeless principles to implement

*Enquire here if you are a CRO and would like to join

Gerold Grasshoff

Global risk chair, managing director and senior partner

Boston Consulting Group

13:5015:30

Diversifying risk frameworks: How asset managers are adapting amidst a turbulent market landscape
Invite-only roundtable

00:00 - 00:01

S&P Global Market Intelligence
  • The impact of an uncertain rate environment, continued volatility, sticky inflation and recession fears 
  • The growing significance of incorporating private assets in risk measurement alongside liquid asset classes
  • The future of liquidity risk management based on lessons learned from recent events
  • Emergence of new risk factors - Integrating climate risk considerations into the Risk Management framework
Luke Armstrong

Head of buy-side risk

S&P Global Market Intelligence

Luke Armstrong is Head of Buy Side Risk at S&P Global Market Intelligence. He has a decade of experience in buy side risk management working at CQS and Bluebay Asset Management. As product manager, he is responsible for the design and build of S&P Global Market Intelligence's next generation buy side risk management platform. Luke holds a BEng in Aerospace Engineering with first class honours from the University of Southampton.

15:3016:00

Nuances around implementing climate risk into credit decisioning
Panel discussion

14:00 - 15:00

  • Where are organisations around implementation of climate risk into credit decisioning?
  • What are the different risks that should be considered under climate risk for credit purposes?
  • Are there alternative data sets that are imperative to efforts for credit decisioning?
  • Should climate risk be a considerable factor in credit decisioning? 
Zernil Lurthanathan

Senior vice president, head of risk strategy, transformation & enterprise risk analytics

RHB Banking Group

Zernil Lurthanathan is a highly experienced and accomplished professional with over 19 years of experience in the Malaysian financial industry both as a regulator and regulatee. She currently heads the risk strategy, transformation & enterprise risk analytics for RHB Banking Group.

Zernil’s career started in 2005 as a management trainee for Great Eastern Life Assurance before moving on to the Central Bank of Malaysia in 2007 to be part of the risk management and policy development team. With sound regulatory and policy background, she transitioned into the capital market industry, helming the position of head regulatory strategy & data analytics at Malaysian Stock Exchange in 2012.

She then diversified further to the banking industry joining CIMB Bank in 2018, where she was a director within group risk leading successful risk strategy & regional risk-based machine learning projects. She then moved to RHB Bank in 2021 to set-up and build the risk strategy, transformation & enterprise risk analytics. She is also the project director of the bank’s Group Climate Action Programme.

Zernil has a unique combination of strategy, analytics and risk background, enabling her to drive complex and technical risk discipline with the application of decision science principles. She has delivered agile analytics sprints to improve effectiveness and efficiencies across risk functions. She has a keen eye for change management and thrives in complex problem solving.

Zernil holds MSc in Decision Sciences from London School of Economics and a Bachelor of Hons in Decision Sciences from Universiti Utara Malaysia. She is the recipient of multiple awards including the recipient of the 2004/2005 Malaysian Royal Education Award.

Anupam Jaiswal

Executive director, head of climate and environmental credit risk

DBS

Anupam is the Head of Climate and Environmental Risk in DBS leading the ESG team within Risk Management Group. In his current role, he is responsible for development of ESG risk management process within the organization, review and approval of transactions from ESG perspective and development of appropriate risk management and governance framework for ESG. Prior to DBS, Anupam was Head of Environmental and Climate Risk in HSBC Singapore wherein he also led the Risk Management Working Group developing the Environmental Risk Questionnaire and related guidance issued by Association of Banks (ABS) in collaboration with MAS. His career in HSBC spans over India, Singapore and Hong Kong in Corporate Risk management roles wherein he covered regional credit approvals. He started his career in equity research and consulting.

Anupam is an MBA in Finance and holds CFA & FRM accreditations.

Hironori Shimojima

Executive officer, deputy head of Asia Pacific division

SMBC

Mr Hironori Shimojima is Executive Officer, Deputy Head of the Asia Pacific Division Sumitomo Mitsui Banking Corporation (SMBC). Based in Singapore, he is responsible for the governance, digitalization and sustainability agenda of the bank across the region.

Prior to this role, Mr Shimojima was Managing Director, General Manager, and Head of the Strategic Planning Department for SMBC Group in the Americas where his responsibilities encompassed strategic planning, corporate development and sustainability. During this time, he also held the role of Chief Financial Officer from April 2020 through September 2022.

Mr Shimojima began his career with the firm in Tokyo in 1994, with the Mita Branch in its Operations, Foreign Exchange, and Business Promotion Department. He joined the Capital Market Planning Department in 1997 and two years later, the Structured Finance Department, where he managed the securitization business.

He was seconded to the Real Estate Department of Goldman Sachs, Limited, in New York from October 2000 to October 2001. He was appointed Vice President and worked in the Structured Finance and Real Estate Finance Department, where he was in charge of originating real estate
finance on a nonrecourse basis until April 2006. 

Joining Specialized Industries for SMBC and SMBC Leasing and Finance, Inc. in April 2006, he remained in that role until 2008, when he was promoted to Senior Vice President and assigned to a special task force managing distressed loan portfolios. Mr Shimojima was promoted to Group Head of the Planning Department of the Americas in 2011.

In May 2014, Mr Shimojima returned to Tokyo as Group Head for the Credit and Invest Planning Department (CIPD), where he was responsible for credit risk management and SMBC Group’s new product underwriting business. He was promoted to Joint General Manager for CIPD in April 2016. Beginning January 2017, Mr Shimojima joined the Corporate Risk Management Department in Tokyo, where he managed the enhancement of the risk appetite framework and stress testing. In 2018, he returned to the Investment Banking Unit in Tokyo as Joint General Manager for the Planning Department’s Financial Solutions Unit. Hironori has a Bachelor of Economics from The University of Tokyo.

16:0016:30

The greatest risks for portfolio managers in 2024
Panel discussion

14:00 - 15:00

Patrice Conxicoeur

Industry expert

Patrice Conxicoeur was a CEO, HSBC Asset Management (Singapore) Ltd and has been working in the financial industry since 1990. Patrice assumed this position in April 2020. Previously, he was CEO of HSBC Asset Management (Japan) K.K. From 2011-2015, Patrice was Global Head of the Insurance Segment, with overall responsibility for the further business development of HSBC Asset Management with insurance companies globally. Prior to that, Patrice spent three years as Head of Institutional Business for Asia Pacific with HSBC Asset Management in Hong Kong. From 2004 to 2008, he was Chief Executive of Sinopia Asset Management, Asia-Pacific. Patrice joined Sinopia in 1992 as an equity fund manager, later becoming Head of Global Equities and subsequently promoted to Head of Strategy, Equities and Balanced Products. Patrice was posted to Asia in 2000, initially in Japan as Chief Executive Officer of Sinopia T&D Asset Management Co, Ltd., and from 2004 in Hong Kong. Prior to joining Sinopia, Patrice worked in Tokyo with Japan Gamma Asset Management. He graduated from the E.M. Lyon Business School (France).

Rana Bhattacharjee

Portfolio manager

Alpha Quest

Rana Bhattacharjee is the Director and Senior Client Advisor at Alpha Quest Pte. Ltd., a licensed fund management company, regulated by the Monetary Authority of Singapore, providing wealth and portfolio management services to its clients.

Rana has an extensive experience of over 20 years in the wealth management industry and worked for Private Banks including Fortis, Standard Chartered Private Bank and CIC Banque Privee before setting up Alpha Quest with his partners. He focuses on allocation across all traditional and alternative asset classes to achieve the portfolio goals for his clients.

He is a CAIA, CFP, CMT and CFTe charterholder and has an MBA from the Indian Institute of Management Calcutta.

Nirman Chhabra

Portfolio manager

Abiman Asset Management

Nirman is in-charge of financial portfolio management at Abiman Asset Management, a single family office located in Singapore. His responsibilities include asset allocation, security selection and risk management. He invests into single bonds, equities and commodities in a multi-asset context. His work is influenced by factor based investing and systematic approach to asset allocation and risk management. Prior to Abiman, he worked at Taurus Family office, a multi-family office. At Taurus, he advised and managed portfolios for high net-worth families in a multi-asset context. He also successfully managed an Emerging market credit fund which ranked in top 1% globally in terms of performance, among emerging market credit funds. Prior to Taurus, Nirman worked for Citi wealth management, within the fixed income department, advising clients on their fixed income investments. Nirman has graduated from Indian Institute of Technology Kharagpur (Masters in Business) and University of Mumbai (Computer Sc. Engineering).

Patrick Donze

Head of advisory portfolio management

Bank of Singapore

Patrick Donze is an Executive Director heading Advisory Portfolio Management Team in Bank of Singapore. He is also a member of the bank’s Investment Committee. He joined the bank in 2013.

He has over 25 years of experience in Financial markets as a global multi-asset Investment Advisor and Portfolio Manager. Having worked in Singapore, Hong Kong and Switzerland, he brings with him a global perspective with an extensive experience in advising clients across asset classes, with a focus on risk management. Prior to Bank of Singapore, he worked at UBS AG and Bank Julius Baer in Switzerland and Hong Kong.

Patrick graduated with a Swiss Professional and Commercial Diploma in Banking. He is a member of the Chartered Alternative Investment Analyst Association, a certified Financial Risk Manager, Sustainability and Climate Risk certificate holder and certified ESG analyst. 

Shantanu Shukla

Head of business development, FI & investments

State Bank of India

16:3016:35

Chairperson’s closing remarks

15:00 - 16:00

16:3517:30

Drinks reception

13:00 - 14:00

Taking place at the end of day one (September 25) and available to all event participants, the drinks reception is a great opportunity to unwind, network and discuss the day's key talking points.

13:5014:00

Chairperson’s opening remarks

15:00 - 16:00

14:0014:30

Asia’s derivatives markets: developments and accessibility
Industry updates - fireside chat

14:00 - 15:00

  • Updates around the open and closed derivatives markets within Asia
  • Diversifying product offerings to be customer centric
  • Technological support needed for the derivatives markets to open access
  • Where would be the next boom market for derivatives? 
Philip Blenkiron

Industry expert

Over 30 years’ experience trading all asset classes of Listed Derivatives. I started my career on the LIFFE floor, before relocating to Asia 25 years ago to trade on SIMEX, transitioning to broader roles initially for Barclays with stints in both Singapore and Hong Kong. I have spent the last 13 years with Deutsche Singapore, overseeing the Asia Listed Derivatives offering, covering high touch voice trading through to low touch electronic execution.

Nicholas Lent

Managing director and head of Asia-pacific equity derivatives

Société Générale

Suprita Vohra

Managing director, risk solutions group

Barclays

Suprita Vohra is a Managing Director at Barclays Bank, based in Singapore, heading their Risk Solutions Group for South East Asia & Australia.

She has spent two exciting decades in financial markets, helping global corporates and institutions navigate their FX & Rates hedging needs.

Having spent her early years with HSBC and Citi, she has called Barclays home for 16 years, building and leading several businesses across Markets and Banking.

Being passionate about continuous learning, she completed her PhD in Finance in 2019 while working, and has published two behavioral finance papers co-authored with Dr. Frank J. Fabozzi, in Journal of International Money and Finance, and Journal of Derivatives.  

14:3015:00

The ins and outs of the clearing and collateral management markets for all products
Panel discussion

14:00 - 15:00

  • Navigating risks around counterparty relationships and liquidity
  • Evaluating developments in clearing solutions for the long term for various products
  • Optimizing collateral within the current market conditions  
  • New opportunities emerging from the regulatory environment and digitalisation 
Cathryn Huang

Head of collateral risk management

Bank of Singapore

Cathryn Huang currently leads the team of Collateral Risk Management at Bank of Singapore (BoS), overseeing the management of market risks relating to collateralised lending and margin trading activities.

Prior to BoS, Cathryn has worked for companies including ABN AMRO Clearing Bank, Standard Chartered Bank, DBS and Rio Tinto Commercial Ltd.  Her experience and expertise cover many aspects including quantitative methodology, financial risk regulation, data analytics, risk system development and integration etc.  

Cathryn holds a Ph.D. in Economics from Nanyang Technological University Singapore.  She has also successfully attained CFA and FRM certification. 

Shu Yi Goh

APAC head of margin collateral and valuation operations

Goldman Sachs

Shu Yi Goh | Vice President | APAC Head of Margin, Collateral & Valuations Operations | Goldman Sachs

Shu Yi is the APAC Head of Margin, Collateral & Valuations Operations at Goldman Sachs, a position head since 2022. Since joining the firm in 2011, she has gained extensive experience in margin operations and collateral management. Shu Yi has also spent two years (2016-2017) in Hong Kong as part of the Prime Services Risk team, deepening her expertise in risk management within the Prime Brokerage business. In her current role, she leads key initiatives to optimize processes, enhance regulatory compliance and improve client services across the APAC region.

Shu Yi graduated from National University of Singapore with BSc. majoring in Statistics and Financial Mathematics.

Emily Li

Co-head of Asia-pacific collateral management

JPMorgan

Emily Li, Vice President, APAC Collateral Services Product Manager, Securities Services, J.P. Morgan

Emily is based in Hong Kong and is co-Head of the APAC Collateral Management business. She is responsible for executing the business strategy and developing collateral solutions for buyside clients trading OTC derivatives, bilateral repos, and securities financing.

Emily joined J.P. Morgan in 2019 as a Custody Network Manager before her current Product Manager role in Collateral Management. Prior to joining J.P. Morgan, Emily spent 7 years as a Project Manager at Hong Kong Exchanges and Clearing Limited where she supported various business initiatives across OTC derivatives, exchange-traded derivatives and securities clearing.

In addition to her current responsibilities, Emily is the founder of Book Club as well as the Chair of Arts & Culture for J.P. Morgan Club Hong Kong.

Emily holds a Bachelor of Business Administration in Accounting and Finance and a Master of Laws in Corporate and Financial Law from the University of Hong Kong.

Amol Padhye

Head of group risk & model validation

HDFC Bank

Amol Padhye has over two decades of experience in Risk Management domain across Indian
Banks, Foreign Banks and Risk Consulting space.

He currently Heads Group Risk & Model Validation at HDFC Bank. The role covers risk oversight across Bank’s diverse set of subsidiaries covering Asset Management Company
(AMC), Life & General Insurance, Non-Bank Finance Company (NBFC), Broking, Venture Capital and Private Equity entities. Further, he is also responsible for building Model Risk Management framework and validating enterprise-wide Models across various teams of the Bank. Prior to this, Amol headed Market Risk function at HDFC Bank covering Trading Risk, Liquidity Risk, ALM risk / IRRBB, Counterparty Credit Risk, Country Risk and Bank Credit Risk. He boasts wide experience of managing various Board/Executive Management level committees.

Before HDFC Bank, he led Treasury and ALM advisory practice at Ernst & Young LLP, India. He worked extensively with banks across India, South East Asia and Middle East region and also led multiple large scale risk technology & transformation projects. Further, he boasts of an enriching and satisfying experience in setting up Small Finance Banks, Payment Banks and universal Commercial Bank in India; right from design to operationalization of Treasury and Risk Management departments of these banks.

Amol started his career with BNP Paribas, India where he headed Market & Liquidity Risk for a decade.

On academic side, Amol Padhye is Chartered Accountant from India (ICAI). He is an active speaker at various conferences across Asia focusing on Risk Management, ALM/FTP and
Treasury. He is associated with Risk Management Association of India (RMAI) as “RMAI – Banking Expert” as well as he is founding member of the “Risk Management Society, USA
(RIMS) – India Chapter”. He has also been appointed on “Risk Advisory Group of RIMS South Asia”. He also served as visiting faculty and regularly conducts workshops at reputed management and engineering institutes across India.

15:0015:30

Networking break

11:00 - 11:30

15:3016:00

What’s next for RMB internationalisation and offshore investments into China?
Industry updates - panel discussion

14:00 - 15:00

  • Recent developments in renminbi internationalisation versus de-dollarisation  
  • Is there a need for liquidity for RMB currency pairs?
  • Requirements for growth in renminbi use across Ficc markets  
  • Trends and usage of CHY/CNH options and structured products   
Arjen Gaasbeek

Managing director

Verition Fund Management

Arjen Gaasbeek is Managing Director of for Verition Advisors (Singapore) Pte. Ltd., and member of the Arbitrage team. Verition is a US headquartered multi-strategy, multi-manager hedge fund with more than USD 7.5billion under management.  Previously Arjen was Managing Director for Flow Traders Asia and has also worked for Celera family office, Ingensoma, ABN Amro and Optiver. Verition focuses on global investment strategies including global credit, global convertible arbitrage, volatility and capital structure arbitrage, event driven investing, equity long/short  and capital markets trading as well as quantitative trading

Frances Cheung

Managing director and head of FX and rates strategy

OCBC

Frances joined OCBC Global Treasury in January 2021, responsible for interest rates research. She has over 20 years of experience as an economist, rates and FX strategist. Prior to OCBC, she was Head of Asia Macro Strategy with Westpac, Head of Rates Strategy Asia ex Japan with Societe Generale , and Head of Asian Rates Strategy with Credit Agricole.

Frances was named as No.1 of Best for Overall Interest Rate Research Analyst in Asiamoney Fixed Income Poll 2012, 2013 and 2014; No.1 as Best Local Currency Analyst in FinanceAsia Fixed Income Research Poll 2012 and 2013; No.3 of Best for Overall FX Research Analyst in Asiamoney FX Poll 2012 and 2014; and No.1 as Best Analyst in FinanceAsia Fixed Income Research Poll 2011.

She received her Master of Philosophy (Economics) and Bachelor of Social Science (Economics) degrees from the Chinese University of Hong Kong. She is also a CFA charterholder .

George Sun

Managing director, head of global markets, Greater China

BNP Paribas

Head of the Global Markets business (FICC and Equities) for BNP Paribas in Greater China (mainland China, Hong Kong, Taiwan). Also Deputy CEO of BNP Paribas China.

16:0016:30

The future of China and its place as a top world economy
Polling insights

14:00 - 15:00

  • Is the disparity between the Chinese stock markets and holistic economic growth something to be concerned about?
  • The realistic view of the tremendous growth and potential of the Chinese economy
  • What needs to change within China to attract foreign investors again?
  • The role Chinese securities houses and banks play in bolstering the economy 
Gene Ma

Head of China research and chief representative

Institute of International Finance

Gene Ma is the Head of China Research and Chief Representative for APAC at IIF (Institute of International Finance). Prior to IIF, Gene was the China economist and strategist at Tudor Investment; Managing Director and China economist at ISI Group (Now Evercore ISI); chief macro analyst at Citic Securities; and a junior staff at China’s Ministry of Finance.  Gene graduated from Peking Univ. and Cornell Univ. Gene is currently based in Singapore. 

Burin Adulwattana

Managing director and chief economist

Kasikorn Research Center Company

Mr. Burin Adulwattana holds a bachelor’s and master’s degree in mathematics and economics from the University of Cambridge, United Kingdom. He has prior experiences in the financial sector with Credit Agricole Hong Kong, Bank of Thailand, and Bangkok Bank. He joined KASIKORNBANK in 2022 as Managing Director and Private Banking Business Head before being appointed Managing Director and Chief Economist at KResearch.

Selena Ling

Chief economist

OCBC

Selena is the Chief Economist for OCBC Bank. As Head of Treasury Research & Strategy, she leads a research team that is responsible for Treasury market research, forecasts and trading recommendations for the bank, covering fixed income, interest rates, corporate credit, foreign exchange and macroeconomic commentary.

She is a member of the OCBC Wealth Panel for Singapore and Malaysia, as well as a council member for the Economic Society of Singapore. She was conferred the IBF Fellow Award in Financial Markets in 2017. The IBF Fellow award recognises industry veterans who have demonstrated mastery of a profession and exemplify thought leadership and commitment to industry development. Her research writings has been extensively quoted and published by prominent media across print, television and radio.

Under her leadership, OCBC’s research capabilities have been greatly valued by customers and highly ranked in surveys for interest rate research, FX research, market coverage and Asian macroeconomic research in various forums including the AsiaMoney Fixed Income and FX polls, Bloomberg and Thomson Reuters polls, amongst others.

Prior to joining OCBC in August 2000, Selena was with the Fiscal Policy Unit under the Ministry of Finance (MOF) and the Economics Department in the Ministry of Trade and Industry (MTI). She received her Bachelors of Science (Economics) from the London School of Economics and also her Masters in Applied Economics from the National University of Singapore.

Keeve Tan

Managing director, Greater China and North Asia

Bank of Singapore

Keeve has been with OCBC since 2018 and is currently the Managing Director, Greater China and North Asia at Bank of Singapore.

Prior to his appointment at Bank of Singapore - the Private Banking arm of OCBC group, Keeve was Head of Futures, FX & CFD for OCBC Securities. There he looked after about 40 people over the three business lines, where he oversaw the growth and development of the cleared Futures, OTC FX and Contract for Differences (CFD) businesses.

Prior to joining OCBC, he was the Director of Sales at UOB Global Markets, looking after the global Business Development of listed derivatives and OTC clearing for UOB. Keeve was before that, a trader in proprietary trading firms, heading market-making desks and algorithmic trading desks. His buy-side experience coupled with his current role in the sell-side gives him a wholesome view of the industry and its developments.

Keeve is married and has a daughter. He holds a BSc with honors from the Nanyang Technological University (NTU) and graduated with an MBA on the Dean's List from the Singapore Management University (SMU). He has completed his Executive Education at INSEAD and most recently obtained a MSc of Wealth Management (Dean’s List) from the Singapore Management University (SMU).

16:3016:35

Chairperson’s closing remarks

15:00 - 16:00

16:3517:30

Drinks reception

13:00 - 14:00

Taking place at the end of day one (September 25) and available to all event participants, the drinks reception is a great opportunity to unwind, network and discuss the day's key talking points.

13:5014:00

Chairperson’s opening remarks

15:00 - 16:00

Kevin Ho

Partner and chief risk officer

Pilgrim Partners Asia

Kevin is Partner & CRO of Pilgrim Partners Asia and approaches nearly 3 decades of experience in Banking & Finance.

He was former Head of Asian Sovereign Wealth in ABN AMRO Asset Management, SVP-Head of Wealth Management Advisory at HSBC, and operated quantitative strategies in a sub-billion-dollar AUM middle eastern family office.  A former SIMEX Nikkei 225 Floor trader, he started his trading career in Citibank N.A. Treasury Services.

He has taught portfolio, wealth, AML and treasury management courses in SMU, TABF (Taiwan), Shanghai Jiao Tong, Beijing Tsinghua and Chiangmai University. He has also appeared in MoneyFM 89.3 radio and has been a regular conference speaker on investment strategies, portfolio management and AML/terrorist funding typologies.

He has an MSc in Finance from CUNY (Zicklin) and is a Doctoral candidate in International Political Economy at Rangsit University, Thailand.

14:0014:30

The developments around the insurance industry and future trends
Industry updates - panel discussion

14:00 - 15:00

  • Regulatory updates and expectations for insurance in Asia
  • Challenges surrounding the insurance industry as there are growing concerns for insurance
  • Best practices for insurance professionals in handling pricing and operations
  • Is digitalisation the catalyst to change the processes for the industry? 
Kevin Ho

Partner and chief risk officer

Pilgrim Partners Asia

Kevin is Partner & CRO of Pilgrim Partners Asia and approaches nearly 3 decades of experience in Banking & Finance.

He was former Head of Asian Sovereign Wealth in ABN AMRO Asset Management, SVP-Head of Wealth Management Advisory at HSBC, and operated quantitative strategies in a sub-billion-dollar AUM middle eastern family office.  A former SIMEX Nikkei 225 Floor trader, he started his trading career in Citibank N.A. Treasury Services.

He has taught portfolio, wealth, AML and treasury management courses in SMU, TABF (Taiwan), Shanghai Jiao Tong, Beijing Tsinghua and Chiangmai University. He has also appeared in MoneyFM 89.3 radio and has been a regular conference speaker on investment strategies, portfolio management and AML/terrorist funding typologies.

He has an MSc in Finance from CUNY (Zicklin) and is a Doctoral candidate in International Political Economy at Rangsit University, Thailand.

Frank Devlin

Regional chief risk officer, Asia Pacific, Middle East and Africa (life & health)

Munich Re

I have over 25 years’ experience working in the (re)insurance industry in the United Kingdom, India, Singapore in local, regional and group office roles covering life and health insurance, retirement and investments.

Currently I am the Regional CRO Asia Pacific, Middle East and Africa (Life & Health) for Munich Re based in Singapore with a focus on risk review of structured solutions..

Prior to joining Munich Re in 2014, I worked for Aviva regional office in Singapore, ICICI Prudential in Mumbai, Standard Life  UK (Investments and group operations in Edinburgh and Mumbai).

I am a Fellow of the Institute and Faculty of Actuaries and in 2022-2023 I was President of the Singapore Actuarial Society.

I have a Ph D in Theoretical Physics from Cambridge University, UK and an MBA from National University of Singapore.

Trevor Persaud

Group head of investment strategy and solutions

AIA

Mr Persaud is Head of Investment Strategy and Solutions for the AIA Group where he is responsible for Strategic and Tactical Asset Allocation, Derivative Strategies, Private Market Strategy, New Investment Product Development, Portfolio Construction Oversight and Quantitative Investments. Prior to joining AIA, Trevor worked with a number of large insurers, asset managers and other asset owners in the region as an independent consultant. He left Standard Chartered Bank at the end of 2017, where he was responsible for their Commercial and Institutional Banking business (Financial Markets, Transaction Banking and Corporate Finance) for Insurers across Asia. Mr Persaud is a trusted investment advisor to many of the leading Insurers and Asset Owners in the region and has a distinguished 28 year career spanning Banking, Asset Management, Insurance and Consulting globally with the last 14 years in Asia. Prior to Standard Chartered, Mr Persaud held senior investment roles at Stradegi (a specialist investment consultancy), Russell Investments (leading their business in ASEAN, HK and Taiwan, focused on multi asset outcome oriented investments, strategic and tactical asset allocation and investment governance advisory for asset owners and in particular insurance companies), Prudential, Insight and Schroders (where he had been responsible for their Investment Risk and Performance Globally) and MSCI. Mr Persaud is a Chartered Management Accountant, has been conferred the Distinguished Fellow designation by the Institute of Banking and Finance in Singapore and is a past Chair of the Global Investment Performance Standards Executive committee. He is also an advisor to the Investment Management Association of Singapore and Chair of their Risk and Performance committee and is actively involved in industry efforts to promote and further innovation, best practice and transparency in Investment management.

Yan Sun

Chief of solutions, Asia

Resolution Life

Yan is a fully qualified Fellow actuary, with over 17 years’ experience in financial services across life insurance, retirement and investments. Yan joined Resolution Life Asia in 2022, structuring bespoke risk transfer and capital motivated (reinsurance) solutions for clients and partners across mature Asia.
 

Prior to joining Resolution Life Asia, her most recent role was with AXA France, where she was Head of APAC (excluding India) for Life and Health reinsurance in the region, as well as the CEO of AXA Life Re Australia. Before this, she structured optimal risk transfer solutions at Aon Benfield as the APAC Director and Life Actuary.
 

Over the years, she’s worked in a number of consulting and valuation roles with Deloitte Actuaries, Watson Wyatt and AMP Life.

14:3015:00

Best practices for portfolio optimisation for insurers
In-depth panel discussion

14:30 - 15:00

  • How to navigate the insurance regulatory capital requirements?
  • The use of data to give clarity into investment products
  • Managing the balance sheet in the current market conditions
  • Anticipating industry shifts and preparing for the next wave of challenges with technology driven solutions
Esther Hyunah Kim

Senior product manager

Swiss Re Asia

Esther Kim is a Senior Product Manager at Swiss Re's Public Sector Solutions (PSS), a global division focused on enhancing societal resilience and financial inclusion. In her current role, she develops innovative solutions in both traditional and non-traditional forms, including parametric insurance and catastrophe bonds, for sovereign and sub-sovereign clients across APAC. Her past experiences involved optimizing risk transfer structures and (re)insurance portfolios for insurance companies. She is a qualified actuary (Associate of the Society of Actuaries), Chartered Property & Casualty Underwriter, and Certified Extreme Event Modeler.

Pierre-Emmanuel Brard

Head of insurance solutions, Asia Pacific

Fidelity International

Pierre-Emmanuel Brard is Head of Insurance Solutions, Asia Pacific at Fidelity International. Based in Singapore, Pierre-Emmanuel is responsible for driving growth and partnership with insurance clients across the region.

Prior to joining Fidelity, Pierre-Emmanuel held senior positions at AXA, including Chief Investment Officer of AXA Insurance Singapore, where he was responsible for supervising Investment and Asset Liability Management across both P&C and Life businesses as well as developing the Unit Linked value proposition. More recently he worked at AIA as a senior member of the Asset Allocation and Investment Solutions team, advising CIOs and Group senior stakeholders on investment-related issues. Throughout his different roles, Pierre-Emmanuel has developed strong knowledge on the Insurance business and the management of Insurance balance sheet across the Asia markets. He holds an MSc in Corporate Finance and Financial Engineering.

Max Davies

Director, Apac insurance

Man Group

Max Davies, Director, APAC Insurance, Man Group

Max is a member of the newly established Man Global Insurance Solutions (MGIS) team, a team dedicated to creating customised solutions for insurers globally using Man Group’s established capabilities across SAA, liquid and illiquid asset classes. Based in Hong Kong, Max is responsible for partnerships with insurers across the APAC region.

Max joined Man Group from Wellington Management, where he held positions within the Global Insurance Solutions team, supporting European and Asian Insurers and most recently in Hong Kong to help build Wellington’s APAC insurance business. Prior to that, Max worked in market analytics at Commerzbank AG. He graduated first class with a B.Sc. from Newcastle University. 

Denis Resovac

Head of insurance solutions, Apac

Aviva Investors

Denis is the Head of Insurance Solutions Sales APAC who is responsible for leading the development of investment solutions for Aviva Investors’ insurer clients across APAC. He has spent the last two decades working within the insurance investment industry and has rich expertise across a wide range of asset classes, sustainable investment strategies, and knowledge of insurance regulations. Prior to joining Aviva Investors, he was most recently the Head of Insurance Strategy Asia Pacific at Robeco, where he was responsible for sourcing and distributing insurance investment solutions in fixed income, equity and alternative assets to life, general and re-insurers in the Asia Pacific region.

15:0015:30

Networking break

11:00 - 11:30

15:3016:30

What needs to change and be transformed for the insurance industry?
Merry-go-roundtables

14:00 - 15:00

This session will consist of having multiple interactive roundtables happening concurrently within the same rooms around the topic. There will be facilitators to guide the discussions. The discussions will be closed-door conversations and will be ways for the industry to come together to work through pertinent issues and challenges. 

Felicia Er

Chief risk officer

MSIG Asia

Non-life actuary with over fifteen years of experience in both Asia and London Market non-life insurance industry with a wide range of experience including reserving, capital modelling and stress testing, reinsurance optimisation, reinsurance pricing, preparation of financial condition report and profitability analysis.

Kevin Ho

Partner and chief risk officer

Pilgrim Partners Asia

Kevin is Partner & CRO of Pilgrim Partners Asia and approaches nearly 3 decades of experience in Banking & Finance.

He was former Head of Asian Sovereign Wealth in ABN AMRO Asset Management, SVP-Head of Wealth Management Advisory at HSBC, and operated quantitative strategies in a sub-billion-dollar AUM middle eastern family office.  A former SIMEX Nikkei 225 Floor trader, he started his trading career in Citibank N.A. Treasury Services.

He has taught portfolio, wealth, AML and treasury management courses in SMU, TABF (Taiwan), Shanghai Jiao Tong, Beijing Tsinghua and Chiangmai University. He has also appeared in MoneyFM 89.3 radio and has been a regular conference speaker on investment strategies, portfolio management and AML/terrorist funding typologies.

He has an MSc in Finance from CUNY (Zicklin) and is a Doctoral candidate in International Political Economy at Rangsit University, Thailand.

Yan Sun

Chief of solutions, Asia

Resolution Life

Yan is a fully qualified Fellow actuary, with over 17 years’ experience in financial services across life insurance, retirement and investments. Yan joined Resolution Life Asia in 2022, structuring bespoke risk transfer and capital motivated (reinsurance) solutions for clients and partners across mature Asia.
 

Prior to joining Resolution Life Asia, her most recent role was with AXA France, where she was Head of APAC (excluding India) for Life and Health reinsurance in the region, as well as the CEO of AXA Life Re Australia. Before this, she structured optimal risk transfer solutions at Aon Benfield as the APAC Director and Life Actuary.
 

Over the years, she’s worked in a number of consulting and valuation roles with Deloitte Actuaries, Watson Wyatt and AMP Life.

16:3016:35

Chairperson’s closing remarks

15:00 - 16:00

16:3517:30

Drinks reception

13:00 - 14:00

Taking place at the end of day one (September 25) and available to all event participants, the drinks reception is a great opportunity to unwind, network and discuss the day's key talking points.

13:5014:00

Chairperson’s opening remarks fintech

15:00 - 16:00

Jacen Loke

Data expert

14:0014:30

The state of adoption of AI in financial data management: promises and challenges
Keynote presentation

00:00 - 00:01

Daniel Kennedy

Head of sales, Asia-pacific

Gresham

With over 25 years of financial services and technology expertise, Daniel specialises in helping  the financial services community overcome broad and complex business challenges through innovative solutions. Currently serving as Gresham's Head of Sales (Asia Pacific) and based in Singapore, Daniel drives Gresham's APAC growth, leveraging his industry knowledge, relationships and partnerships.

14:3015:00

Where are the data holes and gaps within financial institutions?
Polling insights

14:00 - 15:00

  • In this new data age, where have financial institutions focused efforts?
  • What kind of data has been difficult to get or analyse for the industry?
  • How can data be utilised and monetised in financial institutions?
  • Mindfulness around ethical use of data for different businesses 
Wei-Shen Wong

Asia editor

WatersTechnology

Wei-Shen Wong joined Waters Technology in June 2016. She heads the publication's Asia coverage. She covers both the buy side and sell side, overseeing issues related to advancements in technology, new regulations and how firms are managing their data.

James Ient

Chief financial officer

TraditionData

Deep Thomas

Group chief data and analytics officer

Nomura

15:0015:30

Networking break

11:00 - 11:30

15:3016:00

Protecting customers, employees, and the institution
Chief information security officer panel

14:00 - 15:00

  • Where do CISO’s face most challenge in the current digitalised world?
  • What kind of infrastructure or strategy is used to build necessary protection?
  • How do CISO’s partner together with other technology providers to construct resilient operations?
  • What threats lie next on the horizon for financial institutions? 
Bharath Vasudevan

Partner and vice president, data science & technology, financial services, Singapore

Boston Consulting Group

Vince Yap Lip Keong

Vice president

ISACA Singapore Chapter

Vince has more than 26 years of experiences in the areas of Cybersecurity and IT services. In the course of his career, he has also been involved with or led functions such as IT security, security service portfolio and service delivery, cybersecurity operation function management, security pre-sales and marketing and technical security consulting work for multinationals, financial institutions and government organization in APAC and globally.

Vince previously works for a leading global consumer products company as the Head of CyberDefence, APAC and prior to that he was with Avaloq, a banking software and services organisation as their Head of Security Operations, APAC. Vince was with HP Enterprise leading their Asia security services delivery organization delivering various security services for client across Asia.

His other work engagements included stints in a Big4 audit firm, Banks and a leading IT outsourcing service firm.

Experiences wise, Vince has lead teams in charge of IT risk management engagements, large SOC implementations in APAC, operationalise and manage cyber security defence/operations functions, build cyber security teams, led and conduct various types of cyber consultancy engagements in APAC for employers and clients in public and private sectors.

He also holds a bachelor’s degree in computer science from the University of Malaya, a MSc of Innovation from SMU, MBA from University of Manchester Business School and a M. Tech in Software Engineering from National University of Singapore. Vince also holds cybersecurity certification from several professional bodies including CISA, CISM, and CRISC from ISACA and CISSP from ISC2.

Sandeep Kohli

Asia-pacific chief information security officer

State Street

Frankie Shuai

Asia-pacific regional information security officer

DWS Group

Frankie is an award-winning Chief Information Security Officer (CISO) in Financial Industry with two decades experience in Cyber security, risk management,  digital transformation and pre-sales consulting.

Based in Singapore, currently he is APAC Regional Information Security Officer in one of global largest Asset Managers in Financial Industry. He was head of cyber & technology Risk (Singapore, Australia and New Zealand) in UBS bank.

He is a frequent keynote speaker about Cybersecurity & Technology in industry forums and perspective on Cybersecurity & Technology has been featured by international media. He is also a digital transformation and innovation catalyst with patent about next generation wireless networking filed as USA patent office as sole inventor.

He is a winner of industry leadership awards including Global Top 100 leaders in Infosec, World CIO 200 Master, CSO30 ASEAN, CIO 100 ASEAN, Asia 200 Digital Leader and ETCIO Transformative CIO.

Jerome Walter

Industry expert

16:0016:30

How have payments changed in a digitalised world?
Industry updates – fireside chat

14:00 - 15:00

  • The new developments within payments
  • Customer-centric approach for financial institutions when it comes to payments
  • Streamlining and creating ecosystems around payments for customers
  • New technologies to consider within payments 
Fatema Bookwala

Managing director and chief operating officer, markets and securities services, Asean

HSBC Singapore

Fatema Bookwala is the Markets and Securities Services COO at HSBC Singapore with regional responsibilities in ASEAN (TH, MNL, VN). Fatema is a seasoned Front Office COO with 17+ years of Cross-Asset experience in Financial Services industry. Her areas of expertise include Strategy Development and Execution, Transformation, Regulatory Change, Risk Management and Governance as a strong business partner with all business infrastructure areas.
Fatema is a Rank holder Chartered Accountant from The Institute of Chartered Accountants of India and completed Level 3 CFA from CFA Institute Charlottesville.
Fatema is passionate about diversity & inclusion and sustainability initiatives, and is an active member of the Sustainability and Balance Employee Resource Groups at HSBC.

David Sharratt

Global head data product monetisation

Standard Chartered Bank

David has unique experience spanning the full trade lifecycle, execution to ledger. An experienced C-suite executive, David has significant exposure reporting to and working alongside CEOs and other C-suite focusing on strategic direction and operation of firms.

His geographic experience spans London, New York, Hong Kong, Singapore, Moscow and Johannesburg having held senior executive positions in ask these locations. His experience spans established and emerging markets.

Currently based in Singapore he is looking at opportunities to work with businesses focused on growth and geographical expansion where his strategy and build experience can be leveraged.

16:3016:35

Chairperson’s closing remarks

15:00 - 16:00

16:3517:30

Drinks reception

13:00 - 14:00

Taking place at the end of day one (September 25) and available to all event participants, the drinks reception is a great opportunity to unwind, network and discuss the day's key talking points.