Speakers are listed in alphabetical order of their last names.
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.
Peter Wong Tung Shun is the non-executive Chairman of The Hongkong and Shanghai Banking Corporation Limited.
Mr Wong also sits on the board of a number of entities, including Chairman of the Hong Kong General Chamber of Commerce, Chairman and Non-executive Director of HSBC Bank (China) Company Limited and Non-executive Director of Hang Seng Bank Limited.
Mr Wong served as Chief Executive of HSBC Asia Pacific for 11 years before retiring in June 2021. He joined HSBC in 2005. From April 2005 to January 2010, he was Group General Manager and Executive Director, Hong Kong and mainland China of The Hongkong and Shanghai Banking Corporation Limited before assuming the position of Chief Executive for Asia-Pacific in February 2010. He became Deputy Chairman of The Hongkong and Shanghai Banking Corporation Limited in May 2013.
Mr Wong’s banking career began in 1980 when he joined Citibank. He then joined Standard Chartered Bank in 1997.
He was educated at Indiana University in the US and holds a Bachelor’s degree in Computer Science, an MBA in Marketing and Finance and an MSc in Computer Science.
Mr Wong serves on a number of government and regulatory bodies as well as industry associations. He was awarded a Gold Bauhinia Star by the Hong Kong SAR Government in October 2020.
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.
Speakers are listed in alphabetical order of their last name.
Ms Betty Wai-Yee Chung, as the Chief Operating Officer and Group Head of Information Technology of Dah Sing Bank Hong Kong, has over 25 years of solid banking and IT experience. Prior to joining Dah Sing Bank, she held various senior IT positions in multinational and regional financial institutions. Ms Chung holds an Executive Master of Business Administration degree from The Chinese University of Hong Kong and a Bachelor of Science degree in Computer Science from Purdue University, U.S.A.
As CEO of J.P. Morgan in Asia Pacific, Filippo leads the strategy and oversight for all of the firm’s businesses across 16 markets in the region. He was also appointed head of Banking for Asia Pacific in 2019, and leads the Investment Banking and Corporate Banking businesses in the region.
Filippo chairs the Asia Pacific Management Committee and is a member of the firm’s Corporate & Investment Bank Management Committee. Filippo has served as the CEO for Hong Kong since October 2018, which is home to the firm’s Asia Pacific headquarters. Additionally, he is Chief Executive of JPMorgan Chase Bank, N.A. Hong Kong Branch and J.P. Morgan Securities (Asia Pacific) Limited.
Filippo was hired by J.P. Morgan in 1999 and worked in various Europe-focused roles within the firm’s Investment Bank and Asset Management businesses. He moved to Hong Kong in 2013, as Asia Pacific head of Sales & Marketing for Markets & Investor Services. He was appointed Deputy CEO for Asia Pacific in 2019 before becoming CEO for the region in February 2020. Filippo also served as Chairman of the Asia Securities Industry & Financial Markets Association from 2018-2020 and as a board member for six years from 2014.
Filippo is based in Hong Kong with his wife and two children. He is fluent in both English and Italian. He holds a Master of Science in Economics (Honours) from Bocconi University and his thesis in Economic History was published in 1999.
David Grimme is a Group General Manager and Chief Operating Officer for The Hongkong and Shanghai Banking Corporation Limited in the Asia Pacific region.
Joined HSBC in 1990, Mr Grimme is a senior leader with in-depth knowledge of the banking industry and the operations world. He has significant experience in both building and managing large global processes for Retail and the Commercial Banking businesses.
Mr Grimme has enjoyed an international career at HSBC, having worked in the US, UK, Philippines, Malaysia and Hong Kong.
During 2015 to 2019, Mr Grimme was the Global Chief Operating Officer for Retail Banking and Wealth Management (COO for RBWM). In that time, he oversaw key Control, Run and Change the Bank functions for the Retail Bank and Insurance Companies, including the large scale transformation efforts to make the Bank more efficient and provide improved customer journeys.
Prior to becoming COO for RBWM, Mr Grimme was the Global Head of Operations, where he and his team supported the day-to-day operations of HSBC Group. In that role, Mr Grimme helped build a professional and efficient Global Service Centre (GSC) structure which provides HSBC's customers and businesses with general processing and professional services in areas such as contact centres, collections, payments, trade services, investment banking services, finance operations and high value analytics, to name just a few.
Mary Huen is currently the Executive Director and Chief Executive Officer of Hong Kong and Cluster Chief Executive Officer for Hong Kong, Taiwan and Macau of Standard Chartered.
Mary has over 30 years of experience in business management and banking services. Since joining the bank in 1991, she has held various key positions across balance sheet product management, wealth management and distribution. Prior to her current role, Mary was Regional Head of Retail Banking, Greater China & North Asia, and the Head of Retail Banking, Hong Kong. She is a board member of Standard Chartered Bank (Hong Kong) Limited and Standard Chartered Bank (Taiwan) Limited. She is also Chairperson of the Board of Mox Bank Limited.
Mary is Vice-Chairperson of the Hong Kong Association of Banks, Vice President of the council of the Hong Kong Institute of Bankers, and a council member of the Treasury Markets Association. She is also a member of the Banking Advisory Committee, and the Exchange Fund Advisory Committee Financial Infrastructure and Market Development Sub-Committee of the Hong Kong Monetary Authority. She has been invited as member of the Hong Kong Academy of Finance since its establishment in 2019.
Outside of banking, she is a representative of Hong Kong, China to the Asia-Pacific Economic Cooperation (APEC) Business Advisory Council, a member of the Hong Kong Trade Development Council (“HKTDC”) Belt and Road & Greater Bay Area Committee, chairperson of the HKTDC Financial Services Advisory Committee and the HKTDC Asian Financial Forum Steering Committee, a member of the Board of the Community Chest of Hong Kong, the Hospital Authority and the Hong Kong Tourism Board.
Mary received a Bachelor of Arts degree from the University of Hong Kong.
Mr SUN has been appointed as Vice Chairman and Chief Executive of BOC Hong Kong (Holdings) Limited and Bank of China (Hong Kong) Limited since December 2020. He is a member of each of the Strategy and Budget Committee and the Sustainability Committee. Prior to the re-designation, Mr SUN was a Non-executive Director and a member of the Risk Committee of the Company and BOCHK from March 2020 to December 2020.
Mr SUN joined BOC in 1998. He had served as the Executive Vice President, Chief Overseas Business Officer and General Manager of London Branch of BOC, CEO of Bank of China (UK) Limited, General Manager of London Trading Center of BOC, and General Manager of Global Markets of BOCHK. He had served as Chairman of the Board of Directors of BOC Aviation Limited, President of Shanghai RMB Trading Unit of BOC and General Manager of Beijing Branch.
Mr SUN holds other roles with the group currently, including Chairman of the Board of Directors of Bank of China (UK) Limited, Chairman of BOC Insurance (International) Holdings Company Limited, Chairman of BOC Group Life Assurance Company Limited, and Chairman of BOCHK Charitable Foundation.
Mr SUN also holds a number of public offices in Hong Kong. He serves as Chairman of the Chinese Banking Association of Hong Kong, and sits on the Exchange Fund Advisory Committee, the Banking Advisory Committee, the Council of Treasury Markets Association, the General Committee of the Hong Kong General Chamber of Commerce, the Belt and Road and Greater Bay Area Committee of the Hong Kong Trade Development Council, and the Risk Management Committee of the Hong Kong Exchanges and Clearing Limited. He is also Director of Hong Kong Note Printing Limited, as well as Vice President of the Hong Kong Institute of Bankers, etc.
Athena is Group Operating Officer of UBS AG Hong Kong Branch, and oversees the governance, strategy and co-ordination across different businesses of the bank including wealth management, investment banking and asset management in the location. She works closely with other stakeholders to manage risks and maximize efficiency for the businesses, and interface with various government, regulatory and industry bodies. She has been with UBS for over 10 years and was Head of Legal for Wealth Management Greater China prior to her current role.
Before joining UBS, Athena was a practising lawyer with a special focus on structured finance transactions and PRC banking regulations. She has written numerous articles for Euromoney, Banking Today, China Law and Practice and other publishers with respect to PRC financing structures and foreign banks regulations.
Athena is a qualified lawyer in Hong Kong, England and Wales, and received her law degree from the University of Oxford.
Zhang Yansheng is currently Senior Researcher Fellow of the Academic Committee of National Development and Reform Commission (NDRC), and Chief Research Fellow of the China Center for International Economic Exchanges (CCIEE). He is also an adjunct professor and Ph. D. supervisor at Peking University，Renmin University of China, Huazhong University of Science and Technology. He has been awarded “Sun Yefang Prize of Economics Publication”, first prize of Beijing Municipal Philosophy and Social Science Outstanding Works, 1977-1991 Outstanding Works Prize of Chinese Academy of Social Sciences (CASS), first prize of Outstanding Research Achievement of National Development and Reform Commission, and China Development and Research Prize; he also presided over the 9th collective study session of Political Bureau of the CPC Central Committee on November 29, 2008.
Speakers are listed in alphabetical order of their last name.
Musheer is the Founder & Managing Director of FinStep Asia, which is building Asia’s next generation of Businesses and providing advisory on Fintech & Digital ecosystems in Asia. FinStep Asia enables Corporates and Scaleups in their innovation journey through Corporate innovation, venture building, growth advisory, bespoke research and accelerator programs.
Musheer is one of the main contributors in building the Fintech ecosystem in Hong Kong as the cofounder of Fintech Association of Hong Kong, having led the Association as inaugural General Manager. He is the Board Member & Co-lead Islamic Fintech, Global Impact Fintech Forum (GIFT), a leading global body created by global Fintech champions from 60+ countries. He has over 16 years of extensive experience in financial services and technology, having been a global markets trader for a decade, and a management consultant following his MBA from University of Hong Kong and London Business School.
He is also a member of United Nations ESCAP ESBN Youth and Women Entrepreneurs Taskforce and co-founder of IndiaTech Hong Kong, a platform for bridging India and China Greater Bay Area. He has been appointed as global ambassador for Invest Tokyo for year 2021. He is on several advisory boards and a mentor/advisor to several startups. Musheer has a keen interest in technologies impacting/disrupting investment banking such as Artificial Intelligence, Digital Banking, RegTech, WealthTech and Blockchain and is a reputed keynote speaker at industry events across Asia.
Musheer is a guest lecturer on topics of Fintech, Digital Banking, Islamic Fintech, Investment Management, Cryptocurrency and Blockchain, Artificial Intelligence at University of Hong Kong, HKUST, HKU Space, CUHK, PolyU, CityU, Baptist University, National University of Singapore, Asia Institute of Management and Lingnan University. He has regular contributor and author of articles on Fintech, Digital Banking, Islamic Fintech and Investment Banking and been quoted in various media channels, including on CNBC, Bloomberg, SCMP, IFLR, CGTN, Financial Times, Asian Investor, Medici, Economic Times, etc.
Rosamund Barker is a commercially minded finance lawyer and currently Head of Legal at the Asia Pacific Loan Market Association based in Hong Kong. She has spent much of her career working in the Banking and Finance and Capital Markets teams at Linklaters in London and Hong Kong, most recently as Counsel Professional Support Lawyer. She was also Director of Knowledge Management for Asia Pacific at Baker McKenzie. She has been active in raising awareness of the APLMA’s Green Loan Principles and Sustainability Linked Loan Principles to Borrowers and Lenders and has spoken at a number of high-profile conferences in the region. Rosamund read law at Churchill College, the University of Cambridge and is a qualified solicitor both in Hong Kong and England and Wales.
Anir is a Director in Deloitte China’s Hong Kong practice, with over 16 years experience in change and transformation programmes Anir specialises in non financial risk and has led a number of large scale complex transformation programmes for financial services institutions around the world.
Anir is focused on supporting financial services Institutions, across public and private sector, build their compliance or supervisory capability of the future This includes all aspects of design and implementation and covers financial crime, risk culture and compliance His focus is on building multidisciplinary teams with strong compliance domain knowledge but with equal weighting and importance on data and technology, strategy and operations as well as behaviour and culture.
Anir is currently partnering with the HKMA to design and implement their AML Divisions digital transformation programme, focusing on both the Suptech and Regtech aspects of this implementation.
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.
Fanny Chan joined China Everbright Bank Co., Ltd., Hong Kong Branch (“CEBHK”) as one of the founding members in August 2012. She built and set up the Human Resources and Corporate Administration function of CEBHK from scratch. Fanny was appointed as Chief Administrative Officer in CEBHK in Oct 2018. In her current capacity, Fanny is also assuming the role of Head of Human Resources, being held responsible for the full spectrum of human resources, corporate administration, corporate communication, CEO Office and special projects.
Fanny has been working in the banking industry for 25 years, with a solid track record of driving and delivering changes with sustainable results. Prior to joining CEBHK, Fanny worked for HSBC, accumulating a wealth of experience and holding various roles in Retail Sales and Distribution, Electronic Payment and Human Resources with regional mandates. Fanny had also worked in a Chinese investment bank and played an important role to transform and revamp the People Agenda and Employee Experience journey via robust and sustainable changes. Fanny is a visionary, growth- and results-oriented high-energy executive with demonstrated cross-functional experience in human resources across all customer groups in Banking (i.e. Retail Banking, Corporate Banking, Investment Banking).
Fanny holds a Bachelor of Arts in Business Studies degree from the City University of Hong Kong and also a MBA from the Chinese University of Hong Kong. She is also the Head of Workgroup for a paper entitled “Capacity Building for Future Banking” issued jointly by the Hong Kong Monetary Authority (HKMA), the Hong Kong Association of Banks and the Hong Kong Institute of Bankers.
Dr Chan is a member of the Expert Advisory Committee, Research Institute for Free Trade Zone of the Sun Yat-sen University, the Associate Director of MBA Programme of City University of Hong Kong, the International and Professional Adviser of the Research Centre for Sustainable Hong Kong at the City University of Hong Kong and the Professor of Practice of the Hong Kong Institute of Education for Sustainable Development (The Movement of Centres of UNESCO).
Dr Chan is the Chairman of the Education Sub-Committee of Treasury Markets Association as well as a member of the Academic and Accreditation Advisory Committee of the SFC, and a member of the Disciplinary Committee of the HK Institute of Certified Public Accountants. Besides. Dr Chan has been the Chairperson of judge panel of the RMB Business Outstanding Awards hosted by Ta Kung Pao and Metro Radio for a decade.
Regarding the development of the Greater Bay Area, Dr Chan served as the host of the three-minute daily program of Metro Radio and the weekly program of RTHK. He is also the author of "Illustrated of the Outline Development Plan for GBA" (《圖解灣區綱要》).
James Chen is the General Manager of Dun & Bradstreet Hong Kong. Dun &Bradstreet is a leading global provider of business decisioning data and analytics, enables companies around the world to improve their business performance by providing a range of solutions and technology in credit, financials, compliance, due diligence, sales and marketing to help clients mitigate risk and accelerate growth.
Prior to joining Dun & Bradstreet, James had spent over 20 years in the banking, securities and hedge fund industry in New York and Hong Kong, holding various roles at Citigroup and JPMorgan Chase. He brings a wealth of knowledge and experience to D&B with his particular strengths on the capital markets trading floor, trading fixed income, equity and derivatives, as well as work in structured products, derivative analytics, quant strategies, risk management and controls, and fintech.
James holds a bachelor’s degree in economics from the Massachusetts Institute of Technology.
Clarence Cheung is currently the Asia Pacific Regional Head of Analytics for Wholesale Bank at HSBC, where he leads a team to use data and analytics to generate revenue, manage risks, and improve efficiency. He has 15 years of experience working with data and analytics across multiple organizations.
Prior to joining the bank, Clarence has worked as a management consultant with Accenture and Ernst and Young, served as a Director of his family’s business in fashion distribution and manufacturing, and founded / invested in three startup companies in business process outsourcing, fashion distribution, and B2C coffee delivery. He has working experience in the US, China, Italy, and Bangladesh. Clarence graduated with a Masters in Information Systems Management from Carnegie Mellon University, and a Masters in Knowledge Management from Hong Kong Polytechnic University.
Mr Nathan Chow is DBS Bank’s Executive Director and Senior Economist and he joined us in May 2011.
Mr Chow is responsible for monitoring the market development of offshore RMB businesses and the macroeconomic conditions in Greater China. He conducts economic/ investment seminars on a regular basis for the public and internal staff across Asia, spanning from Singapore, Hong Kong, Taipei to Shanghai and Beijing. Mr Chow also provides training for internal staff with an aim to support sales programmes. As a guest speaker, he delivers lectures for postgraduates on MBA courses at the University of Hong Kong and the Chinese University of Hong Kong.
Prior to joining DBS Bank, Mr Chow had stayed with China International Capital Corporation Limited, China Investment Corporation and Hong Kong Monetary Authority as economist and analyst. Mr Chow’s expertise focuses on macroeconomics and financial market research.
Mr Chow speaks regularly to the electronic media such as Bloomberg, Thomson Reuters, Wall Street Journal, TVB, NowTV, and Cable TV and various print media, like Financial Times, Fortune, Asiamoney, and China Daily providing his professional insights on finance and economics. Mr Chow also speaks on economic forums and conferences, such as those convened by Hong Kong Exchanges and Clearing, Treasury Markets Association, and Hong Kong Institute of Bankers.
Mr Chow holds a Bachelor and a Master degree in Economics from Simon Fraser University.
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.
Sum Chung joined Bank of China (HK) in 2017 and was appointed as Section Head of Transaction Monitoring. He has been working in the AML industry for 15 years, and has extensive experience on transaction monitoring field. In this capacity, he has helped the Bank to implement the network analysis tool and apply AI on the transaction monitoring system with great success. Before joining Bank of China (HK) in 2017, he worked at a number of retail banks, and was also responsible for fraud monitoring and performing the threshold tuning of AML transaction monitoring system.
Yasmine is the Head of Sustainable Finance for Asia Pacific at Société Générale, based in Hong Kong. Her team focuses on the deal origination and structuring of mainstream sustainable financing solutions, leveraging on our impact structuring expertise; as well as on supporting our clients with structuring and advisory to accelerate the development of innovative solutions and new business models that deliver positive impact with scale up potential. Prior to that, Yasmine headed Societe Generale’s Export Finance team in London where she led a number of ECA project financing and advisory mandates.
Yasmine has more than 16 years of solid international banking experience in structured finance and advisory notably in Natural Resources and Export Finance businesses. More recently, she has been involved in numerous Green, Social and Sustainability-Linked financing across industries and asset classes in the region.
Yasmine holds a Master in Management from Institut des Mines - Telecom Business School, Paris. She is certified by the European Federation of Financial Analysts Societies (EFFAS) with the CESGA certification (Certified Environmental Social Governance Analyst).
An advocate for design thinking, Jen leads Partnership Development & Innovation in Asia for HSBC Wealth and Personal Banking. She has 18 years in the professional services business focused on business development, market strategy, client relationships and building new services and products across digital, data, customer and emerging technology.
Currently she is leading a team in Asia looking at how partnerships help bring digital-led innovation to HSBC's core business as well as push the boundaries of how they operate. Jen's customer led approach to delivering business results includes surfacing services across digital platforms to create relevance, opportunity, new products and entirely new businesses whilst building new distribution for existing products and services.
A mother of two, she was raised in Hong Kong and speaks conversational Mandarin. She is one of the founders and chair for both TEDxShanghai (2011-2016) and TEDxTinHauWomen. (2017-2021) She is a frequent speaker on innovation, digital transformation, team culture, design thinking and women empowerment.
Mr Ronald Fung, the Chief Digital Officer (CDO), General Manager and Head of Digital & Innovation Office of The Bank of East Asia Limited.
Mr Fung was the Chief Digital Officer of Noah Holdings Limited, establishing the Group Digital & Innovation Center from 0 to 1. Before joining Noah, he was the Director of COO Office of Ping An Group and the General Manager of Data Technology company. Mr Fung was also a Junior Partner in McKinsey & Company, responsible for business technology and operation consulting business in Greater China, serving more than 100 clients across 30 countries, focusing in the Financial Institutions on various digital topics.
Stu Garrow joined Talend as Senior Vice President of Sales and General Manager, Asia Pacific in January 2019.
Stu brings more than 25 years of experience in developing high performing teams, business, channel and alliances strategy in Asia Pacific on leading cloud data integration and software companies.
Prior to joining Talend, Stu served as Director of Channels and Alliances Asia Pacific at MuleSoft and on the strength of its success he became Global Director, Channel and Alliances Programs for MuleSoft. Stu is also a Business Mentor providing his expertise to social entrepreneurs to help them develop their business and innovation
Jo is a Director and Head of Channels APJ with Alteryx and in her role, she leads a team of outstanding channel sales professionals to drive strategic partner engagements in the quest to deliver exceptional and meaningful analytics outcomes to clients.
Jo’s journey with Alteryx began in 2018, where in her capacity as an Account Director, I successfully led the start-up growth across Singapore and Hong Kong enterprise markets of FSI, Manufacturing and Airline industries. Jo was subsequently appointed into the role of Regional Sales Lead - Hong Kong & Macao in Jan 2020, managing a highly productive sales team, grew revenues YoY growth of >100% whilst increasing customer advocacy.
Prior to Alteryx, Jo held senior client management roles in General Electric and IBM in Singapore and Australia ranging from Client Relationship Executive, Analytics Software Account Executive and Alliances Partnership Manager.
Jo is a Monash University graduate in Business Systems and in 2013 completed a Business Industry Insights course with Singapore Management University in partnership with Wharton School of Business, University of Pennsylvania.
Jennifer is a columnist for Breakingviews, Reuters’ commentary arm, where she writes about finance, deals and banking among other topics, having previously overseen news coverage of finance across Asia. She joined Reuters in November 2017 after an 18-year career at the Financial Times which included stints in London, New York and Hong Kong covering topics ranging from capital raising and financial regulation to M&A and banking. Jennifer has a BA in History from the University of Exeter and won a Knight-Bagehot fellowship to study at Columbia University, where she earned an MSc in Journalism studying alongside the MBA class.
Carol is the Chief Product Officer of livi bank. She has a wealth of banking experience spanning from retail, technology & innovation, and operations to the new emerging opportunities in GBA. Carol started her banking career with Standard Chartered Bank, and had the opportunity of working for DBS in Hong Kong and Singapore where she was part of the digital transformation journey of the Singapore banking industry between 2011 and 2017. Hong Kong and Singapore aside, her geographic exposures also include driving the growth plan in Asia’s three economic powerhouses – Greater China, India and Indonesia.
As an Associate Director of Product Management at Wolters Kluwer, Swati Kothari is responsible for multiple regulatory products. A Product solutionist, she works across multiple geographies to elevate banks and financial institutions regulatory capabilities. Swati holds a vital role in ensuring the right fit in regulatory reporting software for clients by translating their needs into concrete and trusted solutions. She has managed successful rollout of the biggest regulatory reform in Singapore in recent times - MAS 610. Prior to Wolters Kluwer, she spent over a decade in various finance and regulatory reporting roles with a leading foreign bank. Swati has more than 17 years of professional experience which spans across Auditing, MIS Reporting, Financial Accounting/Reporting, Regulatory Reporting, Project management and Product management.
Eva is a Partner of the Risk Advisory practice in Deloitte Hong Kong office. She has over 22 years of experience in the information system industry during where she worked in Deloitte Toronto for 3 years and transferred to Deloitte Hong Kong for more than 16 years.
Eva is the APAC Cyber FSI Leader. She mainly focuses on Cyber security and Technology Risk consulting, implementation service including Cyber Strategy, Cloud Governance & Security, Identity & Access Management (IAM), Information Protection and Security Analytics, and IT & Data Governance. In addition, she has been leading Cyber security projects for a note-issuing bank in the past several years.
Betty joined HSBC in February 2014 as Regional Head of Human Resources, Retail Banking & Wealth Management and took up her current position as Head of Human Resources, Hong Kong in September 2015. Prior to HSBC, she held different HR roles in ABN AMRO, Citigroup and AIA Group. She also worked in Pepsi for 6 years of which the first 4 years in Hong Kong and last 2 years in Shanghai (from 2009 to 2011).
K. F. is the Chief Compliance Officer of Airstar Bank, one of the eight licensed virtual banks in Hong Kong. He has 20+ years of financial crime compliance, regulatory compliance and internal audit experiences in various Asian / HK-based banking groups.
K. F. is a Certified Anti-Money Laundering Specialist, Certified Information Systems Auditor, a Certified Internal Auditor, CPA (HK) and FCCA and holds master’s degrees in Computing and Business and bachelor’s degrees in Laws and Accountancy.
K.F. is a trainer for the Hong Kong Institute of Bankers’ Enhanced Competency Framework on Anti-Money Laundering and Counter-Financing of Terrorism training programme.
Mr Gilbert Lee is Head of Strategy & Planning and Chief of Staff to Chief Executive in Hang Seng Bank and a member of the Bank's Executive Committee, Asset & Liability Management Committee and Risk Management Committee.
He leads corporate strategy, corporate development & M&A, innovation, Greater Bay Area (“GBA”) business development and CEO Office. The businesses he covers include retail and private banking, wholesale banking, asset management, securities brokerage, insurance and Hang Seng Index in Hong Kong and China.
Gilbert leads the Bank’s development of strategic partnerships with start-ups, corporates and public institutions to promote business model innovation and GBA business development. He represents the Bank in the Hong Kong Association of Banks on the Main Committee, the Consultative Council, and various other committees including FinTech, Belt & Road and the GBA committees.
Before joining Hang Seng, Gilbert led International Strategic Initiative in Wells Fargo in Asia, responsible for strategic, cross-organizational and licensing initiatives. He also led Financial Services Consulting Practice in Booz & Company in Greater China.
Gilbert is a frequent speaker on strategy, innovation and GBA. He earned an MBA from INSEAD and is a Chartered Financial Analyst and an Associate, Life Management Institute (ALMI).
Irene brings a wealth of expertise and leads in various areas such as regulatory technology, private wealth management, product compliance, family office compliance and regulatory change governance. She is a talented and seasoned executive with over 13 years of extensive experience in financial sectors. Irene has spearheaded compliance efforts in the bank’s digitalization and regtech initiatives. Her primary interests lie in the application of regtech solutions in the Greater Bay Area to aid compliance monitoring and data analytics.
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 financial services in the GBA committee in EY HK. She leads her team of experts in formulating the strategies in capturing the vast opportunities in the GBA area, as well as positioning EY to be the leading professional service provider in addressing the dynamic needs of our market and industry participants. She also sits on the GBA committee in the HKICPA.
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.
Lapman Lee is a Professor of Practice in FinTech & Risk Management at the Hong Kong Polytechnic University, where he focuses on the governance, risk management and control (GRC) aspects of digitalization and emerging technology adoption in asset management, banking, and insurance, and increasingly how FinTech can help build trust in the underlying data and ESG ratings to help channel investment towards ESG-themed financial instruments.
He brings 20+ years of capital markets and financial services industry experience as a former Deloitte risk advisory Partner, Duff & Phelps Managing Director, and Financial Engineering/ Structured Finance specialist at Rabobank.
Lapman is active in his industry roles as Vice Chairperson of the British Chamber Financial Markets Committee, Board Member and founding Co-Chair of the HK FinTech Association, and is a trusted advisor to financial institutions, their regulators, start-ups and venture capital firms.
Marcus Lee is a Solution Architect, having over 15 years of extensive IT experiences, with regional, multi-cultural and multi-vendor explosures in many matrix organizations across various business sizes and industries. For half a decade, he had contributed to a large-scale multi-years, multi-billion Green-Field program of a well-known profitable enterprise in Hong Kong, adopting the cutting-edge Scaled Agile and DevOps transformation at that point in time.
He is now on a mission to advocate the concept of "Liquid Software" fostered by JFrog to the enterprises that he works with, in line with the current global IT trend of digital innovation and transformation, including, but not limited to, Agile, DevOps, AI/ML and Cloud Native adoption.
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. 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.
Terence is an Associate Director in the Risk Advisory practice, specialised in cyber incident response and investigation. He has over 9 years of professional experience in leading various types of engagement including cybercrime & data breach response, digital forensics investigation, threat hunting/compromise assessment, incident response readiness and variety of cybersecurity assessments. Prior getting into the professional consultancy field, Terence has 5 years of in-house data center operations and IT security management experience.
Terence is certified in GIAC Reverse Engineering Malware (GREM), GIAC Certified Incident Handler (GCIH), GIAC Certified Forensic Analyst (GCFA), GIAC Certified Threat Intelligence (GCTI), GIAC Defending Advanced Threats (GDAT), Certified Ethical Hacker (CEH), Computer Hacking Forensic Investigator (CHFI), EnCase Certified Examiner (EnCE), Certified Fraud Examiner (CFE), Certified Information Systems Security Professional (CISSP), Microsoft Certified: Azure Security Engineer Associate.
Joel Lim is a Partner in EY Financial Services practice, leading Technology and Digital.
He is a specialist in business-led digital transformation, technology strategy and implementation, advance technologies, data analytics and business investment strategy with extensive experience across financial services.
Joel works with multinational C-level executives in linking digital technology to business strategy, helping organizations gain insights, to effectively leverage investments and in exploiting new technologies to improve business performance and growth.
After earning three Bachelor degrees and a Master degree in Computer Engineering, and working as a programmer for 4 years in USA, Mr Lim returned in 2011 to join Tung Hing Automation. In the face of slowing growth within the Company, Mr Lim’s first challenge was to steer the Company in a new direction to help it regain momentum. He reorganising the technical personnel and increasing the Company’s R&D investments, and led Tung Hing to embark on new technological advancements. Various products of cutting-edge technologies have been developed, for example, a patented polishing machine which is the first in the world to be able to polish with pressure control system; A.I. manufacturing solutions and robotic products have brought new impetus to Tung Hing. In 2012, Mr Lim set up L2F Incorporation, a Tung Hing subsidiary in USA, which is a system integration company focusing on developing high-tech automation solutions. L2F’s grit and highflying profile have earned challenging contracts from customers such as Tesla, SpaceX and Apple, and its revenue has multiplied by 17 times in 3 years. Middleby, the largest food machinery company in USA, has acquired L2F for nearly HK$100 million in October 2017. Mr Lim will serve as the Chief Representative of the Asia-Pacific region following the acquisition. Mr Lim has been creating synergies among cut-edge technologies in the world, including medical automation and service automation. Mr Lim invested in HandyRehab, a robotic hand that is capable of rehabilitating stroke patients and recovering 90% of their mobility. Roy has also spun-off a startup, Robocore, a software and hardware company that develop line of products capable of self-navigation. The function of these robots include hotel delivery, floor cleaning and scrubbing, mobile entertainment, indoor air quality sensing, elderly care services. Robocore also creates a module that allows all robots and smart device to take elevators autonomously.
James Lloyd is the Asia Pacific head of “Spring by Citi”, a newly formed business unit within Treasury and Trade Solutions (TTS), a division of Citigroup's Institutional Clients Group (ICG). “Spring by Citi” enables digital commerce by providing clients with streamlined access to locally relevant payment methods across the globe, helping customer-centric institutions build seamless payment experiences that increase sales conversion while mitigating risk. The solution is integrated with wider cash management needs, giving clients single window access to a globally consistent proposition.
James is responsible for driving the development, launch, and commercialisation of “Spring by Citi” across Asia Pacific. Prior to joining Citi, James was a Partner (Strategy and Transactions) in EY. Operating as part of the “EY-Parthenon” strategy consultancy, James led EY’s fintech and payment capabilities across Asia Pacific – with a particular focus on growth-stage businesses, digital ecosystems, cross-industry convergence, and digital transformation. Prior to EY, James helped build and scale a venture capital-backed alternative-finance platform enabling banks to profitably offer short-term unsecured loans to underserved small businesses. Before that, he supported a bootstrapped e-commerce payment gateway in combining direct-to-market customer acquisition with white-labelled full-service delivery for partner banks.
Based in Hong Kong, James sits on a variety of industry advisory groups – including the Policy Research Committee of the Financial Services Development Council (FSDC) – and is regularly quoted in local and international media.
Samuel Lung is a Partner of EY, leading the Greater China financial crime compliance consulting practice. 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, a Councillor in the Greater China Divisional Council and a member of the GBA Committee in the CPA Australia.
Mr Stewart McGlynn is a Division Head in the Hong Kong Monetary Authority with responsibilities for policy development, innovation, specialist on-site supervision and international engagement pertaining to anti-money laundering and counter-terrorist financing. In international work he is currently Co-Chair of the Financial Action Task Force Evaluations and Compliance Working Group, represents the HKMA on the Anti-Money Laundering Experts Group of the Basel Committee and has also spoken widely in support of information sharing initiatives.
Prior to the HKMA Stewart worked as the Deputy Head of Hong Kong’s Financial Intelligence Unit and has extensive experience across AML and financial crime challenges.
Calvin Ng is Alternate Chief Executive and Co-Head of Retail Banking at ZA Bank, Hong Kong’s first virtual bank. He currently manages the retail business for the bank, including strategic planning, product roadmap and go-to-market strategies.
Calvin has broad banking experience for formulating the innovation and digital strategy and product roadmap, including customer journeys. Prior to joining ZA Bank in 2018, Calvin spent 11 years at DBS Bank (Hong Kong) with extensive experience across digital banking, credit card, payment and marketing, where he last held the role of SVP and Head of Innovation & Digital, Consumer Banking Group and Wealth Management.
Calvin holds a bachelor’s degree in creative media, and a master’s degree in advertising and marketing from the University of Leeds in the UK.
Michael is Head of Digital Product and part of the founding team at WeLab Bank – Hong Kong’s homegrown virtual bank and a wholly owned by WeLab group, a leading fintech company in Asia, with close to 50 million individual users and over 700 enterprise customers in Hong Kong, mainland China and Indonesia. WeLab Bank represents a 100% digital banking experience that is simple intuitive and built around customers.
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 Bank, 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.
Morris Ng is the Solution Architect for the Hong Kong & Macau at Veeam Software.
He has over 10 years of IT industry experience gleaned from Greater China region. His focus in International FSI institutions on technical architecture design and going with customers for digital transformation. He specializes in modernized data center design, cloud data management and financial compliance & regulations.
Prior to joining Veeam, he spent over 10 years in Solution Manager role in IBM and Huawei.
Bojan Obradovic is the Head of Cloud Services for Asia Pacific at HSBC, based out of Hong Kong. He leads the technology transformation and implementation of the Group Cloud strategy across all HSBC businesses and markets in Asia Pacific. He leads a team of Cloud Engineers, Architects and Programme Managers covering all leading Cloud Service Providers. His team is responsible for providing access to Cloud technologies and services in a consistent and secure approach that meets Financial Services Industry standards, regulations and practices. This includes ensuring suitable governance and approval processes for migrating and operating the Bank services in the Cloud.
Bojan is part of the Asia Pacific Technology Exco at HSBC. He is also responsible for leading the regulatory engagement across all markets in Asia Pacific on the topic of Cloud, to help address concerns, consult on Cloud guidelines and applicable regulations.
Sharon has over 13 years of experience in banking and finance throughout Asia, with extensive background in AML, Compliance, securities dealing and Quality Assurance. She has been with ANZ Banking Group for 8 years now, collaborating with a network of In-Country Compliance Officers across Asia Pacific, Europe and America Regions to ensure compliance with the legislative requirements and effective escalation of AML/CTF reports and cases. Over the years, Sharon has held several positions within ANZ --- such as AML Operations Manager of Financial Crime Threat Management - Manila, Country Head of Financial Crime & MLRO both in the Philippines and Cambodia, and Financial Crime advisory counsel for Indonesia and China. Sharon’s prolific career with ANZ continues as the current Hong Kong Head of Financial Crime and MLRO. She graduated with a degree in Consular and Diplomatic Affairs and and finished a specialised course for International Development Studies.
Jeremy Pizzala is currently EY’s APAC leader for Cybersecurity in the Financial Services sector, with 28 years’ experience in Consulting, Outsourcing and Business Transformation. He is also EY’s Greater China Technology Consulting Leader and Hong Kong Financial Services Consulting Leader, covering both Business and Technology consulting. Jeremy has helped clients across the banking, capital markets and insurance sectors implement large scale technology led systems to manage their Cyber risk. He has also developed novel solutions leveraging quantitative modelling techniques to help clients get a firmer grip on their potential cyber economic losses and the associated responses. Jeremy also has in-house banking experience gained from working in a leading regional bank for 5 plus years. He has diverse international experience, having lived and worked in locations including Hong Kong, London & Sydney.
Aveline joined Citi in April 2019 as Regional Chief Compliance Officer for Asia Pacific.
Aveline was admitted as a solicitor and barrister in Australia in 1997. She joined the international law firm Slaughter and May’s Hong Kong office in 1999 where she gained a solid corporate finance experience, having led a number of high profile and complex equity market deals in APAC region.
She joined UBS in February 2005 as a Transaction Lawyer and transitioned into Compliance in 2007 as Head of Investment Banking and Research Compliance for Asia, subsequently running North Asia Compliance on a cross product basis as well in 2009. In 2011 her Compliance role was expanded to cover South Asian countries. In January 2013 she was appointed the Wealth Management General Counsel for North Asia, leading both the Legal & Compliance teams for UBS Wealth Management. Upon UBS' global reorganization merging Compliance with Operational Risk Control, she has been appointed the APAC Head of Wealth Management Compliance & Operational Risk Control, and the Group Head of Hong Kong and North Asia Compliance & Operational Risk Control for UBS AG in August 2014. In October 2016, she was appointed the APAC Group Regional Head of Compliance & Operational Risk Control in addition to her role as APAC Head of Wealth Management Compliance & Operational Risk Control.
She is actively involved in industry developments and implementation of regulatory changes impacting the Bank in the region. She has been the Chair of Compliance Committee of ASIFMA since 2017 until July 2020, actively promoting industry collaboration on innovation initiatives and leading regulatory dialogues on industry topics. She became the co-chair of the Regtech Committee of the Fintech Association of Hong Kong in August 2021 and is an active speaker at industry conferences on Regtech and Compliance Innovation topics.
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.
Brian is one of the Business Leaders in Mercer Hong Kong. With 10+ years of HR consulting and analytics experience in the industry, Brian demonstrates his expertise as a practice leader in the Human Capital Management field. Over the years, he has provided insights and advice to hundreds of companies, from local boutiques to multinational companies, on market trends, best practices for company-fit, performance management, company policies, and program, etc. His passion and focus have been around Rewards and Career management for key talents; he has been helping companies to improve retention and design successful career pathways for performing employees.
Other than Mercer, Brian has also worked in Aon (Mclagan) and Willis Towers Watson. He develops his knowledge and expertise from multiple leading HR advisory firms. These experiences have extended his exposure in various industries, including Financial Institutions, High-Tech, Consumer Goods, Real Estate, Legal, Pharmaceutical, Transportation, and Logistics, etc.
Currently, Brian's leading team has a client base of over 500 multinational companies, in which they provide consulting services in organizational structure, compensation and benefits, performance management, employee experience, and talent assessment.
Brian holds an Honor Bachelor Degree in Mathematics and Business Administration from the University of Waterloo, Canada.
Norman is a seasoned entrepreneur and executive with over 20 years of experience in product development, operation management, and startup investment in the Internet and technology sector. Since joining Tencent in 2010, Norman has been developing the international business of various areas including social networks, online advertising, digital payment, and online entertainment. Currently, as the Vice President of Tencent Cloud International, he is responsible for the overseas expansion of Tencent’s cloud computing and corporate solution business. He also serves as the Chief Executive of WeChat Pay Hong Kong Limited, which operates the WeChat Pay HK mobile payment service.
Prior to Tencent, Norman has worked at Lehman Brothers, Credit Suisse, and co-founded two Internet startups on education and gaming. He graduated from the University of Wisconsin - Madison with a Bachelor's degree in Information System and Computer Science.
BRIAN W TANG is a board member and was founding co-chair of the Fintech Association of Hong Kong’s Regtech Committee, which has been recognized by the Hong Kong Monetary Authority in its two-year roadmap to promote regtech adoption as playing a “key role in the [regtech] ecosystem”. Brian is managing director of ACMI and founding executive director of LITE Lab@HKU - an interdisciplinary and experiential programme that fosters law, innovation, technology and entrepreneurship (LITE) at University of Hong Kong's Faculty of Law. Brian co-founded APAC Regtech Network (which brings together the regtech committees of the fintech associations of Hong Kong, Singapore, Japan and Malaysia); World Regtech Summit (which featured more than 80 regtechs in conjunction with Hong Kong Fintech Week 2020) and organized Hong Kong’s first lawtech and regtech hackathons LegalRegtechHack (which included mentors from the Securities and Futures Commission). Brian has been invited to speak and consult with financial institutions, fintechs and regulators (including at the HKMA’s AML/CFT Regtech Forum) and is a principal instructor for the world’s largest fintech online course on edX with more than 100,000 learners worldwide. Brian is also a globally recognized co-author of Wiley’s The FinTech Book, The RegTech Book, The AI Book and The LegalTech Book. Brian was previously at global investment bank Credit Suisse in Hong Kong and Wall Street law firm Sullivan & Cromwell in New York and Silicon Valley.
Jason Tang is the Principal of the Customer Advisory team for SAS Hong Kong. He is responsible for providing professional advice to a broad spectrum of clients from government to financial services and commercial sectors, specializing in fraud and security intelligence solutions.
An industry veteran with over 25 years of experience in enterprise technology, Jason has broad experience in sales support and a proven track record in customer management. He joined SAS Hong Kong in 2006 and has since widely applied his extensive expertise in advanced analytics and his in-depth knowledge of fraud management, anti-money laundering (AML) and data integration on behalf of key SAS clients.
James Tin is the Senior Director of Security and Fraud Solutions F5, helping customers ensure that their online presence is fast, reliable and secure. F5 Shape Security’s customers include the largest banks, airlines and e-commerce platforms in the world. With more than 18 years of experience in IT, James spent much of his time in IT engineering roles for a number of US IT cloud security vendors. He has specialised in mitigating Application Fraud, mitigating Credential Stuffing Attacks, Web Application Firewalls, Zero-Trust Network Architecture, Data Loss Prevention, Application Performance Monitoring, Content Delivery, Authentication, SSO, Content Caching, DDOS Mitigation, WAN Acceleration, Incident Response Planning, Disaster Recovery Planning and Business Continuity Planning. Prior to that, James worked as an IT Manager for a global financial services company and as a security consultant for online wagering companies. James holds a degree in Computer Science fromthe University of New South Wales.
Devendra is the Global Account Director for SWIFT in North Asia, and is responsible for maintaining relationships with large multinational Financial Institutions in the region. He is committed to working with customers to help them further their digital leadership.
Devendra brings with him 15 years of experience in the banking industry, both in Hong Kong and India. Prior to joining SWIFT, he was a Senior Vice President at HSBC and managed its clearing and international payments products and commercialisation in Asia Pacific. He also led the bank’s regional and global strategic initiatives such as gpi, ISO migration and DLT-based payments. Before joining HSBC, he worked in Kotak Mahindra Bank in India, and was responsible for its Core Banking and E-banking products.
Devendra holds a Master’s in Business Administration from NMIMS Mumbai, and a Bachelor’s degree in engineering.
Jacob comes from a background that covers Fintech, Regulatory Reporting, Financial & Regulatory Risk and Operations, IT and Consulting (Advisory & Training). He is one of the founders of JustSolutions.ai, an AI based Regtech that creates solutions specific for the DNFBP sectors which is required to comply with HK's AMLO. As AMLO extends its reach beyond traditional banks to the Bank's customers (Lawyers, Accountants) and partners (money service operators, real estate industry), Jacob co-founded Justsolutions.ai to allevaite the pain for the market by leveraging the lessons from Licensed FI implementations.
Before founding the company, places he worked with includes Fitch Group, as the Director for Fitch Learning APAC, as head of faculty in the region which oversaw the financial training programs in Banks across the region and globally for Fintech syllabus, he was also running a boutique consulting firm which counted the Big 4 Chinese Banks as his clients, including Regulatory Projects Agricultural Bank of China, and Risk (Credit and Customer) related work at CCB and ICBC, and Regtech related engagements with BOCI & BOC (HK).
Before these, he was the Chief Data Officer at MoneySQ, a designated S72b manager for the virtual bank applicant, a pioneering Fintech in HK, and was the Department head and Chair of the Data Governance standing committee at China CITIC Bank International.
He also had global banking experience being the Regional lead in Trading Risk Analytics in UBS and a similar global role at HSBC before that.
Eric is a Financial Crime Compliance expert and a Certified Public Accountant with the professional qualifications of CAMS, CAMLP and HKICPA in Hong Kong. He has been working in the compliance and audit industry for more than 15 years, and taking various roles in country and regional roles in local and international banks. Currently, he is the Head of FCC Controls at MOX Bank Limited, striving for an efficient and smart way to fight financial crimes through Regtech.
Florence Wong is the Head of Human Resources for Hong Kong, Macau, Japan and Co-head of Human Resources for Greater Bay Area, at Standard Chartered Bank. She is responsible for driving business performance through effective development and implementation of strategic people initiatives for the business functions in the regions and adding value to the strategic direction, planning and performance of the HR community.
Florence has held a number of key roles at Standard Chartered Bank including HR Head for Consumer Banking HK, HR Head for Support functions, HR Head for Corporate, Commercial and Institutional Banking (CCIB) for Hong Kong & Greater China and North Asia (GCNA). She is a seasoned HR Leader who has built strong relationships with business leaders to effectively manage change and successfully drive the people agenda.
Prior to joining Standard Chartered Bank, she held different roles in the Human Resources function in PepsiCo Australia, encompassing employee and industrial relations, compensation and benefits, resourcing and corporate strategy. She also has two years’ HR consultancy experience with the Watson Wyatt Company in Hong Kong.
Tracy Wong Harris is the Head of Sustainable Finance for Greater China and North Asia at Standard Chartered Bank, focusing on the Bank’s sustainable finance strategy, by developing new products and solutions, further incorporating ESG considerations into banking decisions, and identifying sustainable finance opportunities for clients. Tracy is also the Vice President and Deputy Secretary General of Hong Kong Green Finance Association (HKGFA), the Senior Advisor to the Green Building Project of HK2050isNow, and an appointed member of the Securities and Futures Commission (SFC) Climate Change Technical Expert Group (TEG).
Prior to joining Standard Chartered, 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.
Ms Winnie Yeung is the Managing Director of Cimigo.
Winnie is a research expert with over 25 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.