Chief Executive, Hong Kong Monetary Authority, and
Honorary President, Council, The Hong Kong Institute of Bankers
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.
Regulatory Keynote Speaker
, JP, FHKIB
Deputy Chief Executive, Hong Kong Monetary Authority, and
Deputy Chairman, Executive Committee, The Hong Kong Institute of Bankers
Arthur Yuen is in charge of the full range of banking policy, supervision, conduct, and enforcement issues at the HKMA. He joined the HKMA in 1996 as Head of Administration and has since taken up different responsibilities including research and liaison on China economic and market development issues before being appointed Head of Banking Supervision in 2000. He took up the position as Executive Director (Banking Development) in July 2004, Executive Director (Banking Supervision) in June 2005 and Executive Director (External) in July 2008. He was appointed to his present position on 1 January 2010.
Setting the Scene
Dr Patrick FUNG
, JP, Hon. Fellow (HKIB)
Chairman, Executive Committee and Vice President, Council, The Hong Kong Institute of Bankers, and
Chairman, OCBC Wing Hang Bank Limited
Dr Patrick Yuk Bun Fung obtained his MBA degree from University of Toronto in 1973 and was awarded an Honorary Doctor of Business Administration by the Hong Kong Polytechnic University in 2001 and an Honorary Doctor of Laws by the University of Toronto in 2005. Dr Fung joined Wing Hang Bank, Ltd. (currently known as OCBC Wing Hang Bank, Ltd.) in 1976 and was appointed a Director of the Bank in 1980. He was appointed Chief Executive in 1992, and then Chairman and Chief Executive in April 1996. Dr Fung is currently the Chairman of OCBC Wing Hang Bank, Ltd.
Dr Fung is a Non-Executive Director of Miramar Hotel and Investment Company Limited. He is a Honorary Member of the Court and Adjunct Professor with the Faculty’s School of Accounting and Finance of the Hong Kong Polytechnic University, a Vice President of the Hong Kong Institute of Bankers and a member of Board of Governors of The Hang Seng University of Hong Kong.
(Speakers are listed in alphabetical order of their last name)
Ping An OneConnect Bank (Hong Kong) Limited
Ryan Fung is the Chief Executive at Ping An OneConnect Bank (Hong Kong) Limited (“PAOB”). PAOB plays a vital role in the development of Hong Kong’s financial sector with a mission to create a virtual banking ecosystem and promote financial inclusion in Hong Kong.
Ryan has over 20 years of management experience in the banking and financial industries, with a solid track record of entrepreneurial leadership and delivering substantial and sustainable results. Prior to joining PAOB, he worked for Standard Chartered Bank, accumulating a wealth of experience and holding key positions in Retail Banking, Retail Products and Distribution Network functions across Hong Kong, Greater China and North Asia (GCNA) . Before Standard Chartered Bank, Ryan was Chief Executive Officer for PrimeCredit Limited.
Ryan constantly seeks to share his knowledge and gives back to the banking sector. To this end, he has served on the boards of some financial related institutions and organisations in Hong Kong. He was a board member of Hong Kong Mortgage Corporation from 2016-17 and also 2010-12, a board member of Joint Electronic Teller Services Limited from 2015-17, a board member of EPS Company (HK) Limited from 2013-17, and Chairman of DTC Association from 2010-2011.
Chief Executive Officer
Mox Bank Limited
Deniz is an internationally recognised leader in driving digital transformations and bringing new digital banking experiences to audiences globally.
Mox is a new virtual bank backed by Standard Chartered Bank in partnership with PCCW, HKT and Trip.com in Hong Kong. As Chief Executive Officer of Mox Bank, Deniz is leading the team that’s bringing a new way of banking to Hong Kong, by empowering people to grow and unlock possibilities through a truly digital and personalised banking experience. Mox operates in a whole new way by listening to customers and focusing on heart share.
Deniz joined Standard Chartered in 2017 as the Global Head, Design and Client Experience, where he oversaw client journey and optimizations, digital wealth, and collaborations with tech firms and start-ups.
Prior to joining Standard Chartered, Deniz served as the Senior Vice President at BBVA Group’s Garanti Bank in Turkey. During his role at Garanti, Deniz was responsible for end-to-end digital assets, as well as iGaranti, the mobile only bank in Turkey. Deniz played an important role which enabled Garanti to reach 5 million active digital customers and to grow their market share in Turkey. Previously, Deniz also worked for HSBC, QNB Finansbank and DemirBank.
Deniz holds a Bachelor’s Degree in New Media and Communications from Marmara University and an MBA from Istanbul Bilgi University. In addition to being a technology enthusiast, he enjoys yoga, writing and supporting the Besiktas Football Club.
Chief Executive Officer
Rockson Hsu is currently the Chief Executive Officer of ZA Bank Limited.
Rockson has 27 years of banking experience in wholesale & investment banking and risk management with major foreign and local banks in Hong Kong and Mainland China. Prior to joining ZA Bank in May 2019, he was Chief Risk Officer of a listed bank in Hong Kong.
Rockson graduated from NYU Stern School of Business with a Bachelor degree in Finance and International Business.
Chief Executive Officer Hong Kong, BNP Paribas, and
CEO of BNP Paribas Securities (Asia) Limited
Hugo Leung is the Chief Executive Officer for Hong Kong, BNP Paribas and CEO of BNP Paribas Securities (Asia) Limited. He oversees the full breadth of the bank’s integrated and diversified offering in Hong Kong, encompassing all corporate and institutional banking activities.
As its CEO, Hugo is responsible for the overall management of the legal entity of BNP Paribas Securities Asia, supervising its activities. Prior to his current role, he oversaw Global Markets activities in Hong Kong including fixed income, equities and commodity derivatives business.
Hugo has extensive financial services experience having held various roles since joining BNP Paribas in 1993. He has a B.A. degree in Economics from Simon Fraser University in Canada and speaks English, Cantonese and Mandarin. In April 2017, Hugo was appointed as an independent Non-Executive Director for Hong Kong Exchanges and Clearing Limited (HKEx), where he serves on the Audit Committee, Risk Committee, Executive Committee, Panel Member Nomination Committee, Investment Advisory Committee, and he is also the Deputy Chairman of Derivatives Market Consultative Panel.
Head and Chief Executive, UBS Hong Kong, and
Chairman, Executive Committee, Private Wealth Management Association
Amy Lo is Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Group Managing Director at UBS. Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of Ultra High Net Worth in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.
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), and is a member of the Policy Research Committee of the Hong Kong Financial Services Development Council (FSDC). She is also a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau, and a member of the Exchange Fund Advisory Committee Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority.
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, a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong, and an Advisor of the Industrial Consulting Committee at the HongKong X, a tech start-up platform aim at promotion of innovations among young entrepreneurs. 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.
Amy received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in promoting the growth and development of the wealth management industry, and for her drive 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.
Chief Executive Officer, Hong Kong and Macau, Citibank, N.A., and
Vice President, Council, The Hong Kong Institute of Bankers
Angel Ng is the Chief Executive Officer (CEO) for Citi Hong Kong and Macau. She was appointed to this position in May 2018 to oversee all the businesses across the Citi franchise in the two markets. The role entails working closely with Citi’s local, regional and global offices to execute the bank’s business strategy and maintaining strong relationships with clients, the public sector, regulators, governments, and across the Citi global organization.
Angel is a member of the Citi Asia Pacific Operating Committee. She is also the Chief Executive for Citibank, N.A. Hong Kong Branch, and Citibank (Hong Kong) Limited.
Prior to assuming the CEO role, Angel was the Chief Executive and Consumer Business Manager for Citi’s consumer banking operations in Hong Kong. In addition to the overall management of the consumer banking business and operations, Angel contributed significantly to driving the digital transformation and cultivating a culture of innovation in the consumer bank.
Angel joined Citi Hong Kong in 1998. She had previously served as the Head of Retail Banking, Wealth Management, and Cards. Prior to Citi, she held a number of senior roles at Procter & Gamble and CLP Power Hong Kong. She started her career with HSBC.
Angel currently serves as a board or committee member of the following organizations: Financial Infrastructure and Market Development Sub-Committee under the Exchange Fund Advisory Committee; Board of Directors of the Hong Kong Science & Technology Parks Corporation; Council of the Treasury Markets Association; Financial & Treasury Services Committee of The Hong Kong General Chamber of Commerce; Corporate Advisory Council of The Hong Kong Securities and Investment Institute; Financial Education Coordination Committee under the Investor and Financial Education Council; Council of The Hong Kong Institute of Bankers (Vice President); Board of The Community Chest of Hong Kong; and Board Advisor of Teach for Hong Kong. Angel is also a member of the Hong Kong Academy of Finance.
Angel holds a Bachelor of Business Administration degree with the Chinese University of Hong Kong.
Chief Executive Officer, DBS Bank (Hong Kong) Limited, and
Vice President, Council, The Hong Kong Institute of Bankers
Sebastian Paredes was appointed Chief Executive Officer of DBS Bank (Hong Kong) Limited on 13 September 2010. He is also the Chairman of the Board Risk Management Committee and Non-Executive Director of DBS Bank (China) Limited.
A banker of over 30 years, Paredes has a strong track record in building franchises across multiple markets. He is highly experienced in managing complex situations and leading through times of economic volatility.
As President Director of P.T. Bank Danamon, Indonesia, from 2005 to early 2010, Paredes successfully solidified the bank’s position in retail, SME and commercial banking, and made inroads into new businesses such as consumer finance and micro lending. Prior to Danamon, Paredes spent 20 years at Citi, with stints in South America, Middle East, Africa and Europe. Between 2002 and 2005, he managed 11 markets as CEO of Citigroup South Africa and regional head of Sub Saharan Africa.
An Ecuadorian citizen, Paredes holds a Bachelor degree from California State University (Fresno CA, USA) and an International MBA from IE Business School (Madrid, Spain). He speaks five languages (Spanish, English, German, French and Bahasa Indonesia).
Adrian is the Chief Executive at WeLab Bank, operated under WeLab – a leading fintech company in Asia with one of the first virtual banks established in Hong Kong. WeLab provides financial services by creating seamless digital experiences to over 46 million users and 300 enterprise customers across Hong Kong, Mainland China and Indonesia. WeLab also provides B2B enterprise solutions to traditional financial institutions which utilise WeLab’s technology to offer fintech-enabled services to their customers. WeLab operates WeLend and WeLab Bank in Hong Kong, WeLab Digital (我来数科), Taoxinji (淘新机) and Tianmian Lab (天冕) in Mainland China and AWDA in Indonesia through a joint venture with PT Astra International.
Adrian has close to 30 years of experience in the banking and finance industry. Prior to joining WeLab Bank, Adrian was the former Chief Financial Officer (CFO) and Executive Director at Standard Chartered in Taiwan. Adrian has previously held a number of senior roles in Asia and Australia with extensive experience ranging from audit, accounting, business advisory, corporate strategy to Chief Executive and board responsibilities. Adrian’s previous key roles include Chief Executive Officer at Prudential Fund Management Company in Vietnam, Regional Head of Finance & Hong Kong CFO at Standard Chartered Retail Banking Division, Financial Controller at the ANZ Bank during the inaugural launch of internet banking in Australia.
Adrian holds a Bachelor of Commerce Degree from University of Melbourne and also a MBA degree from the Australian Graduate School of Management. He is also a qualified accountant and a member of the Australian Society of Certified Practising Accountant.
Executive Director, Innovation and Ecosystems, Consumer Banking Group
DBS Bank (HK) Ltd
Brit Blakeney is Executive Director, Innovation and Ecosystems, Consumer Banking Group. Brit is a digital executive with over 20 years of experience. Prior to joining DBS, Brit was a Director at Dun & Bradstreet, leading its digital transformation. She has also held senior positions at major media and internet companies, such as AOL and Univision, and helped launch and run several successful internet and financial startups. Brit holds a bachelor’s degree from Georgetown University. She is on the digital banking committee of the FinTech Association of Hong Kong, a member of Women in Tech Hong Kong, and is a regular speaker at industry events across Asia.
Head of Business Banking
Hang Seng Bank Limited
Amos Chan was appointed Head of Business Banking of Hang Seng Bank Limited in December 2018. He has 25 years’ experience in financial services industry, including 2 years in Western New York for a global digital credit risk project.
His expertise covers a wide spectrum of products and segments across frontline, middle office and back office - including SME banking, corporate banking, strategy implementation, credit card and mortgage risk management, insurance and operations. Prior to banking, he started his career in hospitality and worked for Hyatt Hotel Group.
Amos is Vice Chairman of the New Territories General Chamber of Commerce, and he serves on the following industry committees:
Banking Sector Small and Medium Enterprises Lending Coordination Mechanism [convened by the Hong Kong Monetary Authority (HKMA)
Professional Standard & Examination Board of the Hong Kong Institute of Bankers (HKIB)
Banking Industry Training Advisory Committee
Bamboo Industry Committee, Federation of Hong Kong Industries (FHKI)
ReSource The Counselling Centre Limited
Alternate Chief Executive and Chief Risk Officer
Livi Bank Limited
Arthur Chan is Alternate Chief Executive and Chief Risk Officer of Livi Bank Limited, responsible for the risk management function. Prior to joining Livi, Arthur held various management positions in Bank of China (Hong Kong) Limited, where he looked after compliance and control of the Personal Banking business. Before BOCHK, Arthur had worked for Standard Chartered Bank and his last position was Group Head, Operational Risk, covering the operational risk of the consumer banking business in over 50 countries. With over 30 years of experience in the industry, Arthur possesses extensive knowledge cutting across different functions such as risk, finance, operations, and internal audit.
Arthur graduated with a Bachelor’s degree in Business Administration from the Chinese University of Hong Kong, and has a Master’s degree in Business Administration and a Master’s degree in Intellectual Property Law from the University of New South Wales and University of Melbourne respectively. He is also a Fellow of Accountancy bodies in Hong Kong and Australia. In addition to business pursuits, Arthur is active in civic duties.
9F International Holdings
Mr Raymond Chan Wing Fung was appointed the Managing Director of 9F International Holdings, a subsidiary of 9F Group (NASDAQ: JFU), in October 2018 and is responsible for applying financial licences, including Virtual Bank licenses in Hong Kong, Singapore, Lithuania and China. He is also responsible for “Tech Enabling” businesses in Hong Kong and Southeast Asia markets. In October 2019, Raymond was appointed the General Manager of Niche Global Fintech, a JV of 9F International and PAX Global (0327.HK), and is responsible for applying Electronic Money Institution (EMI) licence and related business and operations in EU Area.
Raymond is well-known as the founder of the first virtual banking, inMotion of CITIC Bank, launched in Hong Kong 2 years before any of 8 virtual bank licenses issued in 2019. In 2017, he led the Bank to successfully break through HKMA and persuad them to change related laws including AMLO to make non face-to-face KYC possible. His contributions enable inMotion to become the first ever remote bank account opening in Hong Kong to do without physical branch, wet signature and address proof.
Raymond has been working in the banking industry for more than 25 years, with 20 years of management positions in major banks. Before joining 9F, he was General Manager of China CITIC Bank International and Head of Marketing of ICBC (Asia). His career covers all areas in banking including head of e-Business, Marketing, Branch Network, Call Centre, Sales & Distribution, operations and technical services from HSBC, Standard Chartered, ICBC to CITIC.
While Raymond is an active speaker and practitioner in fintech areas including Virtual Bank, eKYC, eID, Open API, Mobile Payment and Cross-Border Banking, he also actively serves in community:
Entrepreneurship Committee Advisory Group, Hong Kong Cyberport
Observer, Independent Police Complaints Council
Fintech Specialist Group (FTSG) EXCO Member, Hong Kong Computer Society
Financial Technology Advisory Panel, The Hong Kong Institute of Bankers
Convenor for AI Group, Institute of Financial Technologists of Asia
New Economy Committee, The Hong Kong Independent Non-Executive Director Association
Fintech Committee, Smart City Consortium
Fintech Award Assessment panel, Hong Kong ICT Awards
Advisory Board of MSc. in International Banking and Finance, Lingnan University
Mentor and guest lecturer in master, bachelor and executive programs of many universities
Raymond received Bachelor of Science (Engineering) - Electronics from University of Hong Kong, MBA from Chinese University of Hong Kong. He is a Fellow Member of HKRFP and Full Member of IEEE, HKIB, HKCS, HKIoD and HKMA and has professional designations include HKRFP, PMgr, CFT (Certified Financial Technologist), CFT® (Certificate in Finance and Technology) and CFT (China Banking Association).
Chief Operating Officer, and Alternate Chief Executive
Chong Hing Bank
Chief Operating Officer, and Alternate Chief Executive of Chong Hing Bank. Mr Chiu holds a Bachelor of Science degree at the King’s College London, and Master of Science degree at the London School of Economics and Political Science, University of London. Mr Chiu has more than 30 years of experience in banking, financial services and consultancy in Asia Pacific region, Europe and Mainland China while working for several leading financial institutions. Prior to joining the Bank, he was a General Manager, Head of Operations of a leading Chinese bank, and held different senior positions in major financial institutions.
Woon Sun CHONG
Partner, Financial Services, Consulting
Woon Sun joined EY FSO Consulting in Hong Kong in April 2020. His focus at EY will be to support client’s Finance transformation agenda, increasing Finance’s added value to the business through key initiatives such as faster close, enhanced controls, operating model redesign and advanced technology adoption such as Cloud, GL, MI, Financial and Regulatory reporting solutions.
He has 20 years of experience driving change agenda for Financial Institutions during his prior stint as a consultant in PwC and the last 16 years in Technology and Change leadership roles with DBS Bank and HSBC. Woon Sun is a technologist and a CPA by training and practise. A brief background of what he did prior to EY:
At HSBC, he held Global and Regional Finance Change leadership roles leading and providing the vision for their “Finance on the Cloud” initiative and implementing transformation to all HSBC entities in area such as IFRS9, GL, Consolidation, Financial and Regulatory Reporting delivering faster close, enhanced control, cost reduction and organisation streamlining.
At DBS Bank, he held various Group and Regional Head of Technology roles in Finance, Risk, Institutional Banking. During that time, he led and implemented Core Banking systems, new Banking subsidiary startup in China, Account Opening and Credit Assessment transformation, Basel 2/3, Finance GL and MI reporting transformation.
At PwC Consulting, Woon Sun took up leadership roles in bids and implementations to several Banking clients, successfully rolling out Financial platforms such as GL and Financial management solutions to support customer, product, line of business profitability.
Chief Fintech Officer, Fintech Facilitation Office
Hong Kong Monetary Authority
Mr Nelson Chow has been appointed to the present position from 1 September 2016 with responsibilities for facilitating the healthy development of the fintech ecosystem in Hong Kong and promoting Hong Kong as a fintech hub in Asia. He joined the HKMA in 2004 and was responsible for the supervision of banks’ technology risk management and business continuity planning as well as the formulation of related policies and guidelines. He was the Deputy Chief Representative of the New York Office in 2010. After returning to Hong Kong in 2013, he took up responsibilities to supervise banks’ operational risk management and perform macro prudential data analysis. Prior to joining the HKMA, Mr Chow was a Vice President of JPMorgan Chase Bank, N.A. responsible for information risk management of the Asia Pacific region.
Senior Advisor, Financial Services
Meena is the Senior Advisor of EY Asia-Pacific Financial Services Regulatory Affairs in Hong Kong. She has more than 22 years of experience in the Hong Kong Monetary Authority including as Executive Director responsible for Enforcement and Anti Money Laundering / Counter Terrorist Financing Supervision and prior to that as founding head of Banking Conduct Department.
Meena specializes in advising financial institutions on regulatory issues related to conduct and culture as well as leveraging on technology to manage their conduct, compliance and financial crime risks. She has sound understanding of relevant regulations, industry practice and regulators’ expectations and is experienced in leading advisory projects on internal control failings as well as diagnosing cultural issues and providing necessary training to senior management in banks.
Founder & Editor
Jame DiBiasio is founder and editor of DigFin, a media brand and content agency dedicated to digital finance, fintech, and digital assets (www.digfingroup.com). An author, financial reporter, editor and media director, he has been based in Hong Kong since 1997. His latest book is "Cowries to Crypto: The History of Money, Currency and Wealth".
Head, Financial Crime Compliance
Mox Bank Limited
Wendy Ennis is the Head, Financial Crime Compliance, at Mox Bank. Originally from Canada, Wendy has lived and worked in Asia for over 17 years, with long stints in both Singapore and her second home, Hong Kong. Prior to her current and exciting role with Mox Bank, Wendy was the Greater China/ North Asia Regional Head of Business Advisory and Governance at SCB. Prior to SCB, Wendy spent some enjoyable time with JPMorgan working in various roles across the three lines of defence, originally an enthusiastic sales person before expanding her skillset in a middle office roles and then moving across to the world of FCC. Wendy is passionate at work about exploring the balance between controls and innovation. When not working, Wendy spends her time relentlessly answering questions for her 4yr old daughter.
Tracy Wong HARRIS
Deputy Secretary General
Hong Kong Green Finance Association
Tracy Wong Harris is the Deputy Secretary General of Hong Kong Green Finance Association (HKGFA), passionate in driving green and sustainable finance in Hong Kong and beyond. Appointed member of the Securities and Futures Commission (SFC) Climate Change Technical Expert Group (TEG).
Prior to joining HKGFA, Tracy had over 16 years of financial markets experiences across various fixed income and complex structured products in JPMorgan, Mizuho International, Barclays Capital and BNP Paribas based in London and Hong Kong.
Tracy received her MSc and BA in International Finance and Capital Markets in the United Kingdom, graduated from the Oxford Said Business School in Social Finance and a certified member of Hong Kong Treasury Markets Association (HKTMA).
Board member of AIDS Concern, previously served as Board member of the Hong Kong LGBT+ Interbank, founder of the JPM PRIDE HK network and received JPMorgan Employee Appreciation Award in 2015.
Vice President, APAC
Scott joined Lucidworks in 2018 as Asia Sales Lead and was appointed as Regional Vice President from 2020. Scott has leading the team rapidly expanded into the new markets and driven exceptional growth in the APAC region.
Scott has 20 years of experience driving technology businesses in APAC. His track record includes expanding local businesses for MNC software vendors like Sybase and SAP, as well as bringing innovative start-ups like Pivotal and Elastic into APAC markets.
APAC Head of Conduct Risk Management ICRM
Marilouise Hughes joined Citibank in February 2020 as their APAC Head of Conduct Risk Framework and the Global Process Owner for the Senior Manager Accountability Framework Regimes. Her role covers the entire Citi franchise in the region including Japan and sits within the independent second line of defence Compliance Function. Marilouise is a UK qualified lawyer with 24 years financial services experience in client facing, back office, legal including litigation, risk and compliance departments covering retail, wealth, corporate and commercial, trust, asset management and investment banking.
Prior to joining Citi, Marilouise spent five years with UBS starting as the APAC Head of Conduct Risk Management and latterly taking on the global role of Conduct Risk Framework Governance & Oversight and 18 years with RBS Group. Her previous experience within includes corporate finance transactions; government, EU and regulatory engagement, legal and compliance (including AML and ABC) advisory work and Conduct Risk. She has worked in the UK, UK Crown dependencies, Singapore and Hong Kong in local, regional and global roles.
Managing Director, Head of Green and Sustainable Finance, Markets Division
Hong Kong Exchanges and Clearing Limited
Grace Hui is the Head of Green and Sustainable Finance at Hong Kong Exchanges and Clearing Limited (HKEX) with responsibility for the development of HKEX’s green and sustainable finance programme including exploring the creation of commercial propositions to facilitate sustainable financing for environmentally-aligned companies. From 2013 to April 2020, Ms. Hui was the Chief Operating Officer of HKEX’s Listing Division overseeing structured products & fixed income, primary market information, listing policies, listing enforcement and accounting affairs. Prior to that, Ms. Hui was with UBS in various roles in Hong Kong and in New York, including Chief of Staff and Global Chief Operating Officer of UBS Legal & Compliance Department. Ms. Hui holds a Bachelor of Science degree in Mathematical Sciences from The London School of Economics and Political Science and is a qualified lawyer in Hong Kong and in England & Wales. Ms. Hui is a member of the Sustainability Committee of The Hong Kong Institute of Certified Public Accountants and co-chairs the Market Development Work Stream of the Green and Sustainable Finance Cross-Agencies Steering Group established by Hong Kong Monetary Authority and Securities and Futures Commission.
Dr Jimmy JIM
Head of Global Markets
ICBC (Asia) Limited
Joining in 2014, Dr Jimmy JIM JIM, CFA, is currently Head of Global Markets Department of ICBC (Asia). His professional teams manage investment portfolio for the Bank and provide clients with diversified financial market services including foreign exchange, interest rates derivatives, commodity and bonds. Jimmy has extensive experience in banking and financial industry and was appointed senior positions with many leading international banks. He has worked across Hong Kong, Tokyo and Australia with broad experience in trading and sales of precious metals, financial and debt capital market products, ALM and portfolio management.
Dr Jimmy JIM is a CFA Charter holder and a CPA (Aust). He holds a Doctor Degree of Business Administration from Hong Kong Polytechnic University, a Master Degree of Applied Finance from Macquarie University and a Bachelor Degree of Business Administration from The Chinese University of Hong Kong. He was the President of CFA Society Hong Kong from 2010 to 2013 and is a member of Advisory Board in the current term. He is also a Member of the Executive Board and Fellow Member of Treasury Markets Association Hong Kong (TMA).
Karen Lam is a Partner in Linklaters’ Derivatives and Structured Products team. She has extensive expertise in repackagings, OTC and exchange-traded structured products and derivatives, including derivatives clearing and regulation.
Karen also has significant experience in hedging and collateral arrangements, structured notes and warrants linked to various underlying assets, ISDA and GMRA documentation, netting and collateral opinions, cash and synthetic securitisations (including auto loans, credit cards and RMBS), trade receivables financing, and straight fixed and floating debt issues.
Karen has advised on many of the market’s most innovative structured finance transactions, and was a winner of the Rising Star in Finance Award by Euromoney Women In Business Law Awards. Notable transactions include advising the Hong Kong Stock Exchange in relation to the set-up of OTC Clearing Hong Kong Limited, the setting up of the Shanghai-Hong Kong Stock Connect, Shenzhen-Hong Kong Stock Connect and China-Hong Kong Bond Connect platforms, the establishment of the Kookmin Bank covered bond programme, the first statutory covered bond programme by a Korean bank, and the first consumer finance securitisation in Hong Kong SAR. She has also prepared the surveys of Hong Kong CCP rules for the Futures Industry Association.
Karen is qualified in England and Wales and in Hong Kong, she speaks English, Cantonese and Mandarin.
Co-founder & COO
As a recognised fintech expert, Victor Lang is highly involved in the development of Hong Kong’s open banking regulations. Since 2007, he has launched and run several successful companies, including a biotechnology firm, which was recently sold to a NASDAQ-listed company for US$15 million. As co-founder and COO of gini, he spearheaded Hong Kong’s first personal finance app, which has won several awards and currently empowers 65,000 users to manage their money with ease. Now, he’s expanded the company to offer market leading data enrichment software to banks, paving the way for widespread adoption of AI technology.
Partner, Financial Services, Head of Chinese and local accounts / Lead of Virtual Banking Sector
Jasmine is the Head of Chinese and local accounts in Financial Services Office of Ernst & Young Hong Kong. She has over 25 years of experience in the provision of a range of comprehensive professional services to financial services companies in both Hong Kong and China. Jasmine has stationed in Beijing, Shanghai and Guangzhou for 10 years during her career. She develops extensive understanding of the operation of Chinese financial institutions (FIs) and the Mainland regulatory environment and development over these years. Jasmine is responsible for developing and expanding services and product offerings of EY Hong Kong Financial Services Office to the sector of Chinese background FIs in Hong Kong and Macau. In addition, Jasmine is one of the lead partners in the EY China Overseas Investment Network actively linking up China based FIs with the rest of the globe in the arena of outbound investment and acquisition.
Currently, Jasmine is the lead partner for Virtual Banking Sector for EY FSO HK. She leads her team of experts in providing full range of professional services to the virtual banks and develops deep knowledge in this sector.
Recently Jasmine has taken up the role of Macau financial services leader and is expanding the footprint of EY FSO in Macau in the professional services arena for different financial institutions. Jasmine maintains close communication with regulators including HKMA, SFC and AMCM.
Head of Human Resources
OCBC Wing Hang Bank Limited
Wendy is currently Head of Human Resources at OCBC Wing Hang Bank. She sits in HKIB’s Future Banking Committee and China Development Committee. She chairs OCBC Wing Hang Bank’s Corporate Social Responsibility Committee. Wendy is a seasoned HR professional with over 20 years of experience covering a spectrum of Human Resources disciplines with exposure in HK, New York, Shanghai & London. She holds a Master Degree in International Affairs from the Columbia University, a Master Degree in Economics from the University of Hong Kong and a Bachelor of Laws degree from the University of London.
Regional Business Lead, Financial Services
As Regional Business Lead of Financial Services for Microsoft Asia, Connie Leung is responsible for driving thought leadership and high-level engagements with key stakeholders in the financial services industry across the Asia Pacific. Leung is also part of Microsoft’s Worldwide Financial Services group where she provides strategic direction and leadership across all aspects of the financial services sector, including banking, capital markets and insurance.
Leung has led various global initiatives around artificial intelligence, machine learning and blockchain for corporate banking as well as industry-wide digital transformation programs. She is also a regular speaker at industry events such as Singapore Fintech Festival, Hong Kong Fintech Festival, Hong Kong Blockchain Week, and Finance Asia.
Leung, who was named among the “25 Women Leaders in Hong Kong Fintech” by InvestHK in Oct 2018, is a veteran in the financial services sector and has more than 16 years of diverse industry experience under her belt. Her experience spans across banking and finance as well as vertical business segments such as payments, treasury and trade, technology and infrastructure, sales and management.
Before joining Microsoft in 2013, Leung was the director for payments and trade markets in Asia Pacific at SWIFT where she was responsible for leading corporate, payments and trade markets activities in the region. She has also held a series of management positions in financial and financial information services organizations including Misys, Surecomp and Fidelity Information Services.
Leung graduated from the Hong Kong Polytechnic with a Higher Diploma in Mathematics, Statistics and Computing. She also received an Honors Degree in Computer Science from the British Computer Society (BCS).
Division Head (Banking Policy)
Hong Kong Monetary Authority
Frank Leung is the Head of Banking Policy at the Hong Kong Monetary Authority (HKMA), responsible for policy formulation on, among others, liquidity requirement, green and sustainable banking, IRB approach to credit risk, and exposure limits etc. Before he took up the current position, he was the Head of Economic Research in the Research Department of the HKMA. Frank started his career at the HKMA as a Manager Trainee and took up the current position in March 2018.
Frank got a Bachelor of Business Administration from the Chinese University of Hong Kong, a Masters in Economics from the Hong Kong University of Science and Technology, and a Masters in Finance from the University of Hong Kong.
Head, Advocacy, Asia Pacific
Mary is Head, Advocacy, Asia Pacific at CFA Institute. She leads the team that is responsible for building market integrity in APAC by developing and advocating capital markets policy positions that raises investor protection and fosters sustainable industry growth. She also oversees the promotion and development of Asia-Pacific Research Exchange (ARX), a research hub through which we engage with societies, members, governments, regulators, academia and other industry stakeholders to advance the wider CFA Institute mission.
Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory and fund management. She joined from Coutts & Co, where she was Director of Business Development and Management for North Asia. Prior to that she was Executive Director at UBS AG, where she led the Corporate Advisory Group in Hong Kong. With experience in both the buy- and sell-sides, Mary has a strong understanding of the drivers and dynamics of different investor groups, including institutional investors, corporates, family offices, asset owners, and high net worth individuals.
Mary graduated from Peterhouse, Cambridge with a degree in Engineering. She has been a CFA charterholder since 1997 and speaks English, Putonghua and Cantonese.
Deloitte HK IBOR Reform Lead
Damian is a Financial Services Partner with Deloitte China, and is based in Hong Kong. Prior to that, Damian worked for the Deloitte UK in London. He has over 12 years of experience working in the financial services sector, both in practice and in industry.
Damian is the Hong Kong & China IBOR lead for Deloitte, is a member of Deloitte’s APAC IBOR Reform leadership, and is also part of Deloitte’s IBOR Reform Global Steering Committee. He is a member of both the ASIFMA IBOR Transition Working Group and the ASIFMA Benchmarks Working Group.
Partner, Financial Services Business Consulting, Greater China Financial Crime Compliance Leader
Samuel Lung is a Partner of EY, leading the Greater China financial crime compliance consulting practice. He provides professional advices to the financial institutions in Hong Kong and Greater Bay Area covering AML, KYC, anti-fraud as well as sanctions compliance and drives FCC transformation in the financial sector. Prior to joining EY, he held senior management roles in different financial institutions including the Chief Operating Officer and Deputy Chief Executive of an European bank, Head of Compliance of a Chinese state-owned bank and Head of AML and MLRO of a Swiss private bank, where he was responsible for managing governance, regulatory and financial crime compliance advisory, investigations and STR filings, regulatory filings and handling regulatory onsite and offsite reviews.
He is a Member of the Hong Kong Academy of Finance (AoF) and also a member of the Task Force on Risk-based Supervision of Accounting Professionals Concerning AML/CTF Compliance in the Hong Kong Institute of Certified Public Accountants (HKICPA). He is also a guest lecturer of the LLM degree programme in Compliance and Regulations in the University of Hong Kong.
Head of International Privacy and Data Protection
Timothy is currently serving as the Head of International Privacy and Data Protection and Head of International Financial Legal Department at Tencent and has been with Tencent for almost 9 years. He is also the Head of Compliance of WeChat Pay in Hong Kong and Malaysia. Timothy, based in Tencent’s Hong Kong office, leads the team to advise on all international privacy and data protection matters. In addition, Timothy assisted Tencent to apply for overseas financial licenses, such as the SVF license and virtual banking license in Hong Kong, and the e-money license in Malaysia. Timothy is qualified in Hong Kong and the State of New York, and had experience in various U.S. law firms.
Chief Compliance Officer
Ping An OneConnect Bank (Hong Kong) Limited
Debbie is currently Chief Compliance Officer at Ping An OneConnect Bank (Hong Kong) Ltd, heading the Legal and Compliance Department. Prior to this role, she had worked with Hong Kong Monetary Authority, Credit Suisse, J.P. Morgan and BNP Paribas etc. Debbie graduated from the Chinese University of Hong Kong with BBA, and furthered her education at the Macquarie University and the London School of Economics where she received her master degree in finance and financial regulation respectively. In addition, she attained various professional qualifications including CAMLP, Certified Banker, FCCA and CFA.
Division Head, Anti-Money Laundering and Financial Crime Risk
Hong Kong Monetary Authority
Mr Stewart McGlynn serves as a Division Head in the Hong Kong Monetary Authority with responsibilities for policy development, specialist on-site supervision and international engagement pertaining to anti-money laundering and counter-terrorist financing. He also represents the HKMA in a variety of AML forums and is currently Co-Chair of the Financial Action Task Force Evaluations and Compliance Group.
Michael is the Product Lead and part of the founding team at WeLab Bank – Hong Kong’s homegrown virtual bank licensed by the Hong Kong Monetary Authority. WeLab Bank is established by WeLab, a leading fintech company in Asia, and founded by a team of financial and technology experts, with a mission to understand customers’ needs and design a personalized, full-service banking experience that empowers them manage and grow their money.
Michael leads WeLab Bank’s cross-functional Product and Design teams. He is responsible in driving the overall product strategy to deliver innovative experiences that redefine the way people bank. He and his team have launched several market firsts – including GoSave, Hong Kong’s time deposit product that harness the power of community, and one of Asia’s first Numberless Debit Card.
Prior to joining WeLab, Michael has over 10 years of experience in the banking industry, where he spearheaded efforts in building and managing innovative trading products and platforms at a variety of global financial institutions, including Natixis and Bank of China HK. Michael holds a Bachelor of Science from Cornell University.
Chairman, FinTech Association of Hong Kong, and
CEO & Managing Partner, Quinlan & Associates
Benjamin Quinlan is the CEO and Managing Partner of Quinlan & Associates. He is also the Chairman of the FinTech Association of Hong Kong, an Adjunct Professor at the AIT School of Management, a Managing Director for EFADRIN, a Senior Advisor for Picowork and Emotics, a Mentor for PingAn’s Cloud Accelerator, and a Guest Contributor for eFinancialCareers and Regulation Asia.
Benjamin has an extensive track record advising many of the world’s leading multinational companies, financial services organisations, SMEs and start-ups on a variety of high-profile strategic engagements. He is quoted extensively in the global financial press and is frequently interviewed by leading media outlets, including Bloomberg, CNBC, Reuters, and Channel New Asia. He is also a regular keynote speaker at leading financial services industry conferences across the world.
Prior to founding Quinlan & Associates, Benjamin was the Head of Strategy for Deutsche Bank’s Equities business in Asia Pacific and its Investment Bank in Greater China and sat on a number of the bank’s global and regional executive committees. Prior to Deutsche Bank, Benjamin worked at Oliver Wyman, UBS, and PwC.
Benjamin holds a Bachelor of Commerce / Bachelor of Laws (Honours) and a First-Class Honours Degree in Economics (on scholarship) from Macquarie University, Sydney.
Fintech advisor with over 20 years IT experience covering, Design, Implementation, Service, Business Development, Strategy, Building teams, Partnerships and Ecosystems. She enjoys learning and sharing insights on emerging technology, digitalisation and key trends changing the way we do business and interact globally. From Digital identity and the use of blockchain to APIs, Data and Open Banking.
Starting her career as a Hardware Engineer, she has navigated client facing roles from Service Management, Solution Sales to Strategy and Consultancy, supporting the Financial Services Industry. A founding member of the Fintech Association in Hong Kong, Avril currently represents the British Chamber of Commerce as Vice chair for the Innovation and Technology Committee.
Co-founder & CEO
David is a FinTech entrepreneur. He is the CEO and Co-Founder of Neat, a FinTech company helping SMEs grow their business internationally.David started his career at Citi where he became their youngest Managing Director in Asia. He then co-founded the Asian arm of Integral Capital Management which he sold in 2014 to focus on FinTech. Throughout his career he has been exposed to the extremes of managing teams across times zones in complex corporate environments all the way to agile business development for startups and related pivots to find product-market-fit.
David holds a BSc in Economics from the London School of Economics and has been a Responsible Officer (Types 1, 4 and 9) under the Hong Kong SFC. David has been based in Hong Kong for the last 19 years.
Partner, Banking and Capital Markets Leader for Hong Kong
David leads EY’s Banking and Capital Markets practice for Hong Kong. In his 20 year career in the banking sector he has held industry and consulting positions in the UK, New York, Singapore and Hong Kong markets and has been based in Asia since 2013. David advises international and locally based banks and securities firms on complex regulatory and business change initiatives. Some of his current areas of focus with clients include ESG, cross-border business growth initiatives, booking model transformation and banking conduct frameworks. David is a frequent participant in a number of industry associations on behalf of EY and engages regularly with the HKMA and SFC on regulatory themes relevant to banking. He holds a law degree from the University of Glasgow in the UK.
Managing Director, Head of Asset Management
Asia Securities Industry & Financial Markets Association
Eugenie is Managing Director and Head of Asia Securities Industry & Financial Markets Association (ASIFMA)’s Asset Management Group which advocates the views and interests of Asia asset managers at local, regional and global levels. Eugenie is a U.S. trained lawyer with more than 30 years of private practice and in-house legal experience across a wide range of institutions, industries and jurisdictions spanning Asia, the United States, Europe and Latin America. As a former managing director and chief legal officer of PineBridge Investments (the former AIG Investments) in Asia ex-Japan and general counsel of Morningside Technologies, Eugenie has a wealth of experience in retail and private fund formations, distributions, investments, and investment advisory/management issues. Her other former positions include being head of the Hong Kong Stock Exchange’s China Listing Unit, vice president and senior associate counsel at Chase Manhattan Bank’s head office in New York and associate at Shearman & Sterling. Eugenie is a member of the New York Bar and has a Bachelor of Arts degree from Cornell University and a Juris Doctor degree from Georgetown University Law Center.
Head of FinTech & StartupXchange, Innovation & Ecosystems
DBS Bank (Hong Kong) Ltd
Medhy Souidi accelerates the automation of AI practices to maximize value from data-driven initiatives; and use of data to drive significant value by creating truly differentiated products, services and customer experiences.
Medhy Souidi is the Head of DBS’ FinTech Innovations & Accelerator (Startup Xchange) and co-creates framework that matches, defines and troubleshoots the problem statements of the bank and our startup partners. He excels in bridging for meaning connections between the bank and various startups locally and globally.
Medhy is the founder and producer of the social media series WhatTheFinTech, a series of short videos offering insights, news and views on FinTech and the latest trends. He also runs the weekly newsletter WhatTheFinTech that covers all the latest HK & Asia FinTech news, insights & intelligence impacting the financial sector.
Asian Private Banker recently awarded him as the “FinTech Changemaker of the Year” award in March 2020.
Private Wealth Management Association
Mr Stein has been Managing Director of the Private Wealth Management Association since December 2016. Mr Stein previously worked for UBS AG where he oversaw the company’s Group Governmental Affairs for Asia Pacific and then served as Head of Regulatory Advisory & Relations, Asia Pacific. Prior to joining UBS AG, he was a senior editor and reporter in Hong Kong with The Wall Street Journal for more than 20 years, most recently as Hong Kong Bureau Chief and Associate Editor of the Asian edition. A native of New York City, Mr Stein graduated with a Bachelor of Arts from Yale University.
ACMI and LITE Lab@HKU
BRIAN W TANG is an innovator, educator and ecosystem builder who has worked in the confluence of regulation, technology and finance in Hong Kong, New York, Silicon Valley and Australia. After a career at global investment bank Credit Suisse and Wall Street law firm Sullivan & Cromwell, Brian founded ACMI and is founding executive director of LITE Lab@HKU, an interdisciplinary and experiential programme that fosters law, innovation, technology and entrepreneurship (LITE) at HKU's Faculty of Law.
Brian is a globally recognized author, speaker and authority in:
Jeff is a Partner of People Advisory Services at EY with focus in helping clients to align their people and organisation strategy. His core expertise includes advising clients in financial sectors on areas related to executive remuneration, as well as managing complex board and regulatory relations and matters.
With more than 20 years of corporate and consulting experience, Jeff has worked with a diverse clientele including statutory bodies, universities, regulatory bodies, sovereign wealth funds, financial institutions, large Asian corporates and multinationals across Asia Pacific, Europe and the US.
Jeff has extensive experience advising clients in financial sectors as a RemCo advisor, in areas of remuneration (executive and broad-based) and HR transformation programs.
Jeff is passionate about labour issues and serves on various Executive and Remuneration committees advising government bodies and business chambers on regulatory and manpower challenges.
He regularly contributes thought-leadership to the Employers’ Federation of Hong Kong (EFHK) and media outlets including CNBC, WSJ, SCMP, and the HK Economic Journal.
King & Wood Mallesons
Leonie specialises in regulatory investigations and compliance. She has investigated and advised in relation to AML/CTF, data privacy, sanctions and bribery issues under UK, US and Hong Kong law and regulations. She has a wealth of experience in assisting clients to respond to enforcement action brought by various global regulators, including the Hong Kong Monetary Authority and Office of the Privacy Commissioner for Personal Data. Leonie has extensive experience in assisting corporates and financial institutions to build or remediate compliance programmes benchmarking them against regulator expectations. Leonie has developed regulatory policies and procedures for a large number of organisations and regularly delivers training and workshops for clients in relation to financial crime and data privacy. Leonie is admitted in Hong Kong and England & Wales.
Head of Digital Product, Wealth and Personal Banking, Hong Kong
The Hongkong and Shanghai Banking Corporation Limited
Corey Thompson is an accomplished executive leader with deep business experience in digital financial services. As Head of Digital Product for Wealth and Personal Banking at HSBC, Corey is responsible for the banks’ mobile banking, online banking, digital security and public website propositions, in Hong Kong. Prior to joining HSBC, Corey was the Head of Digital Strategy for Manulife in Asia, where he led the design and implementation of digital platforms across 10 Asian Markets. Prior to Manulife, Corey spent 5 years at Citi in a range of roles, most recently as Head of Banking and Wealth Management Product; and prior to Citi, he was Senior Product Manager at E*TRADE Australia. Corey is the Co-Chair of the Fintech Association of Hong Kong’s Digital Banking & Payments Committee and is a passionate supporter of the Hong Kong Fintech ecosystem.
Director, Sustainable Finance
Australia and New Zealand Banking Group
Nancy is a Director in ANZ’s Sustainable Finance International team with 15 years of banking and accounting experience across Sydney, Hong Kong and Beijing. She is currently responsible for originating and structuring green & sustainability linked solutions across various product areas based in Hong Kong. Her prior experience includes loan syndications and credit analysis, with focus on Greater China corporate & financial institutions. Nancy is a member of the Hong Kong Green Finance Association Banking Working Group, and a committee member in the Asia Pacific Loan Market Association. She has an audit and assurance background from EY and holds a Bachelor of Commerce in Finance & Accounting from The University of New South Wales, Sydney.
Nancy is a champion for equity & inclusion within ANZ as co-chair of the diversity & inclusion committee, and through her work in Hong Kong at The Women's Foundation and AustCham HK. She co-founded non-profit organisation Girls Just Wanna Have Fund$ with a vision to close the gender investing gap in Hong Kong. Through empowering women+ to invest, the group strives for financial inclusion and bridging the gap to credible information in financial services.
Director, Senior Risk Manager
Dominic Wu is the Managing Director and Senior Risk Manager with BNY Mellon for APAC. Dominic having 20+ years of experience in banking, securities, assets management and consultancy. Dominic is a qualified accountant, fraud examiner and professional risk manager and did his MBA from University of Hull, UK. He is sought out speaker in risk management and provides training to the regulators, universities, financial institutions and professional bodies. He is currently a member of Hong Kong Chapter of the Institute of Operational Risk (IOR) and Asia Financial Risk Think Tank.
Ms Winnie Yeung is the Managing Director of Cimigo.
Winnie is a research expert with over 20 years of experience, specializing in managing brand equity and customer experience for clients in the banking, insurance and finance sector. She also has vast experience with other industries including public utilities, telecommunications, retail, luxury, travel, tourism and entertainment. Prior to joining Cimigo, she worked for The Nielsen Company as Director.
Winnie holds a Bachelor degree of Social Science from the Chinese University of Hong Kong, major in Psychology and minor in Sociology.
More speakers will be announced shortly.
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