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Mr Chan is a Certified Public Accountant. He is a former President of the Hong Kong Institute of Certified Public Accountants.
Before joining the Government, Mr Chan held a number of public service positions including member of the Legislative Council and Chairman of Legal Aid Services Council.
Mr Chan served as Secretary for Development from July 2012 to January 2017. He has been Financial Secretary since 2017.
Mr Tim Lui is Chairman of Securities and Futures Commission and the University Grants Committee. He is also a Director of the Hong Kong Academy of Finance; a member of the Hong Kong Monetary Authority’s Exchange Fund Advisory Committee and Banking Advisory Committee; and Hong Kong Exchanges and Clearing Limited's Listing Nominating Committee.
Mr Lui is a Fellow Member of The Hong Kong Institute of Certified Public Accountants (HKICPA) and a Member of The Institute of Chartered Accountants in England and Wales. He was elected President of HKICPA in 1997.
Mr Lui joined PricewaterhouseCoopers (PwC) in 1978. During his career at PwC, he served as the Senior Tax Partner, Lead Director of the Board of Partners and a member of the Global Board. He retired as a Senior Advisor of PwC in 2018.
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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 last name.
Mr Joe Lai currently serves as the Chief Executive Officer for Deutsche Bank AG, Hong Kong and Chairman of Asia Investment Bank. Prior to Deutsche Bank, he was the Co-head of APAC Investment Banking & Capital Markets for Credit Suisse. Joe has over 20 years of banking experience in the Asia Pacific region. Before his positions with Credit Suisse and Deutsche Bank, Joe was also with DBS Asia Capital and Ernst and Young focusing on providing advisory and capital markets services to clients in the region.
Ms Yvonne Leung has been appointed as the Chief Executive of Ant Bank (Hong Kong) Limited since 2021. Ms Leung joined the Bank in November 2019 and served successively as the Head of Personal Banking, the Chief Operating Officer and Alternate Chief Executive of the Bank. She played a crucial role in leading the team to successfully implement various important initiatives, including devising the bank’s business development strategy, designing the blueprint for developing new product lines, and defining key commercial objectives and action plans. Currently, she is also the Executive Director of Alipay Investment.
Yvonne is a highly experienced banker with over 20 years of industry expertise. Prior to joining the Bank, she held various positions in Hang Seng Bank Limited for over 17 years, allowing her to develop a deep understanding of local consumer behavior and market trends. Yvonne holds a Master’s degree in Business Administration from the University of Leicester and a Bachelor’s degree in Economics from the University of British Columbia.
Adrian Li is Co-Chief Executive of The Bank of East Asia, Limited (BEA). He is responsible for overall management and control of the bank group with a particular focus on its Hong Kong business.
Adrian is committed to delivering fintech and green finance solutions that advance financial inclusion and sustainability. In recent years, he has pursued a digital transformation of BEA’s business, prioritizing the use of technology to improve efficiency, service quality and the customer experience.
Outside of BEA, Adrian is dedicated to the development of the Hong Kong finance industry and the talent it nurtures. He serves as Chairman of The Chinese Banks’ Association, Deputy Chairman of The Hong Kong Institute of Bankers’ Executive Committee, and is a Member of the MPF Industry Schemes Committee of the Mandatory Provident Fund Schemes Authority. He is a Member of the Shanghai Committee of the Chinese People’s Political Consultative Conference, a Non-official Member of the Shenzhen-Hong Kong Financial Co-operation Committee, a Member of the Hong Kong Academy of Finance and has been conferred as an Honorary Certified Banker by The Hong Kong Institute of Bankers.
Adrian also believes firmly in giving back to society. He is a Board Member of The Community Chest of Hong Kong, a Member of the Advisory Board of The Salvation Army Hong Kong and Macau Territory, and a Trustee of The University of Hong Kong’s occupational retirement schemes. In 2022, Adrian was awarded the Bronze Bauhinia Star by the Government of the Hong Kong Special Administrative Region in recognition of his contributions to the community.
Adrian holds a Master of Business Administration Degree from Kellogg School of Management, and a Master of Arts Degree in Law from the University of Cambridge. He is a qualified lawyer in Hong Kong, England and Wales.
Aveline San is Chief Executive Officer and Head of Banking for Citi Hong Kong and Macau, responsible for the businesses and operations in the two markets.
Aveline joined Citi in April 2019 as Regional Chief Compliance Officer for Asia Pacific (APAC). Prior to Citi, she spent 14 years with UBS in various senior management positions, including acting as APAC Group Regional Head of Compliance & Operational Risk Control, General Counsel of Wealth Management for North Asia, and Supervisor of the Board of UBS’ China banking entity. She was involved in various major banking transactions and strategic initiatives for its Investment Bank and Wealth Management businesses. Aveline was qualified as a solicitor and barrister in Australia in 1997 and began her career as a banking and capital markets lawyer.
Aveline is passionate about promoting industry collaboration on innovation and social impact initiatives. She currently serves as the Vice-Chairman of the Financial and Treasury Services Committee of the Hong Kong General Chamber of Commerce; a council member of the Executive Committee of the Hong Kong Association of Banks, Treasury Markets Association, the Hong Kong Institute of Bankers, and the Financial Education Coordination Committee of the Investor and Financial Education Council; and a board member of the Hong Kong Fintech Association and the Community Chest of Hong Kong.
As part of the Hong Kong Management Committee member, Debra heads up the HK Legal Compliance & Compliance Secretariat teams and is the HKMA s72B Senior Manager, HKEx Compliance Officer of DBS HK. Debra joined DBS Hong Kong since June 2022 after 18 years serving as the Compliance professionals in the Goldman Sachs, Newedge/Societe Generale and HSBC.
Debra starts her career in the Goldman Sachs and settled under the Compliance department due to her academic background, where she focused on Compliance, Anti-Money Laundering and Financial Crime due to the 911 terrorist attack in the US. She then joined Societe Generale to continue her Compliance career, and worked in various entities under Societe Generale group, including the brokerage, capital markets and global banking & markets businesses.
In Q4 2015, Debra decided to further enrich her career development by switching her 2nd Line of Defence experience to join the business front. She joined HSBC ASP under the COO office of the Global Banking and Markets ("GBM"), focusing on supporting the ASP GBM business with her compliance professions on Compliance, Financial Crime & Deferred Prosecutions Agreement ("DPA") related matters.
In Q3 2017, Debra was being appointed to the role as Hong Kong Head of Financial Crime Compliance due to her long-standing experiences in dealing with financial crime related regulatory matters. In Q2 2019, Debra successfully leaded the HK FCC team as well as the Businesses in HK in passing the s166 Skilled Person ("SP") review with an eminent result that helps the group in negotiating with the regulators, the Financial Conduct Authority ("FCA") in the UK for further narrow the scope of the mandatory regulatory reviews.
In Q3 2020, Debra was being appointed to the role as Chief Compliance Officer for Hong Kong and Macau covering all compliance related matters, including regulatory, financial crime, conduct, fraud, investigations & surveillance, etc and the latest role being requested by the bank since Q4 2021 to be the Head of Financial Crime Compliance for HK and Greater Bay Areas/China to focus and support on the evolving geo-political challenges as well as the major incidents where the bank encountered.
After nearly 7 years adventure in HSBC with successful contributions, Debra decided to further enhance her career and take on a bigger role with coverage on Legal and Compliance Secretary arenas as the Head of Legal, Compliance and Secretariat covering HK and China since June 2022.
Kenny is Head of Operations Division at The Bank of East Asia (BEA), and has extensive experience in transformation and operations in the finance industry. With a track record of successes in digital transformation, he believes that “data” and “digital” will be the catalyst of new business models and an integral component in today’s world.
Kenny joined BEA in 2022 as Head of Data Science and Governance before assuming his current role in 2023. Prior to this, he was the Head of Global Market Operations (Asia Pacific) at BNP Paribas, then moved on to be the Chief Data Officer at BNP Paribas, Hang Seng Bank, and Societe Generale.
Kenny has a Bachelor’s degree in information systems and a Master’s degree in Finance. He is also a certified six sigma and HKIB ECF Fintech professional.
Sholthana has held various roles in front line supervision, central banking and finance, bringing 20+ years of valuable experience to the FCA in its mission to become a digital and intelligence led regulator.
Sholthana is recognised as a thought leader and considered a pioneer of RegTech, Data and Innovation. Sholthana’s leadership and expertise has been globally recognised, and as a result her counsel and advice is often sought after by other regulators and private bodies across the globe. Examples of this include being invited to high profile summits such as the G20.
The influence of Sholthana is substantial, she was named in the 2021 DataIQ power list of the most influential people in Data. In January 2023, Sholthana was appointed as the RGP Technology Group Chair at Cambridge University. In 2024, Sholthana was named as one of the top 20 women in data, further solidifying her reputation as an industry leader.
Anir is a governance, risk and compliance expert specializing in organizational design, data governance and change management. He has 20 years of industry and consulting experience working with leading financial services providers across Europe and Asia. Recently, Anir and his team have worked with financial regulators and multinational companies across the region, on adapting to complex and often competing regulatory requirements as well as combating fraud, corporate misconduct and financial crime through the application of data analytics and behavioral science.
Bugra is a digital product professional with over 15 years of experience. Most recently, he launched the first tokenized real-world asset from a bank for retail investors in the world: HSBC Gold Token. Previously he has done end-to-end product execution for two digital banks in two continents starting from the foundation work; digital transformation for one of the leading telecommunications operator in Europe.
He enjoys bringing difference and creative ideas in his work to enhance the customer experience and business plans further. He believes in execution and results rather than keeping ideas on slides.
Daniel Chan is the Executive Vice President and Head of The Hongkong and Shanghai Banking Corporation Limited.
Mr Chan joined HSBC in 1988, and has extensive experience working in retail and commercial banking, including roles in strategy and proposition development, learning and development, non-financial risk and control functions. Since 2007, Mr Chan has assumed a number of leadership positions of Commercial Banking in Singapore and Hong Kong, and has become Head of Business Banking for Hong Kong in 2015.
Mr Chan was appointed Head of GBA since Apr 2021, spearheading HSBC’s strategic development in GBA, a key focus of the Bank’s Asia growth strategy. He is responsible for the overall business strategy development and implementation in GBA, across all business lines and functions to capture opportunities brought by GBA’s economic growth and policy enhancement measures. HSBC was named the Best International Bank for GBA in 2021 and 2023, as well as the 2022 Best International Bank for the Wealth Management Connect, by Asiamoney.
Mr Chan holds a Bachelor degree in Business Administration from the Chinese University of Hong Kong.
Rachel Chan is a tri-partite professional, working closely with the public sector, the business community and academic world. She has embarked on a continuous journey of discovery and transformation, working first in the Administrative Service of the Hong Kong Government, moving to marketing in the Hong Kong Trade Development Council and then consulting with the setting up of InnoFoco in 2007 to advocate design thinking, innovation, entrepreneurship and business sustainability.
In Aug 2018, Rachel co-founded an NGO Esperanza with Mr John C Tsang, the former Financial Secretary of HKSAR to drive learning innovations in Hong Kong. Esperanza has been promoting the use of technology to catalyse the transformation of teaching and learning and the imperative of getting the Hong Kong workforce ready for the AI age.
Rachel currently sits on the International Advisory Board of International Society for Technology in Education (ISTE) and the international panel of AI in Education, a UK-based cross-sector initiative by Bourne Education Trust (BET) and Epsom College. She was a graduate of the University of Hong Kong and a Sloan Fellow of the London Business School.
Dr Wilson CHAN, MBA Associate Director of City University of Hong Kong, is the International and Professional Adviser of the Research Centre for Sustainable Hong Kong at the City University of Hong Kong and the Co-Convener of Green and Sustainable Finance Committee of the UNESCO Hong Kong Association.
Dr CHAN had been a banker since the early 1980s and became the Founding Treasurer of Industrial and Commercial Bank of China group in Hong Kong in 1995. Then, served as the Honorary Secretary of ACI – The Financial Markets Association of Hong Kong for more than ten years until it merged with the Treasury Markets Association (TMA) in 2005, Dr Chan, as its Fellow Member, continues to serve other positions at TMA, including the Chairman of the Education Sub-Committee for nearly three decades. Having left the positions of Senior Private Banker of the Citi Private Bank, and of AGM at Shanghai Commercial Bank, Dr Chan was invited by the Hong Kong Institute of Bankers to act as Senior Consultant and Deputy Chairman of the Publications Sub-Committee.
Dr CHAN is currently a member of the Academic and Accreditation Advisory Committee of the Securities and Futures Commission, and a member of the Disciplinary Committee of the Hong Kong Institute of Certified Public Accountants.
Dr CHAN has been the host of radio programmes related to the Belt and Road and the Greater Bay Area at the RTHK and the Metor Finance for years including a daily 3-minute programme. Besides, Dr CHAN has also been the Executive Chairman Judge of Judging Panel of the GBA ESG Achievement Awards held by Metro Finance for several years.
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Technology leader in financial services. Passionate about digital transformation and innovation. In David's role as a Partner in Technology Consulting, he is across the digital initiatives that EY implements across the region. He wears many hats as he also leads EY’s Digital Emerging Technology and Technology Transformation competencies for the financial services sector in Hong Kong and serves as EY’s Microsoft Alliance Lead in Greater China.
David has over 23 years of experience in the financial services industry across insurance, banking, and wealth & asset management. He has led large digital transformation programs across Asia-Pacific, from strategy formation to execution and adoption of innovative technology for clients in the region.
David holds Four Degrees. An Executive MBA from Shanghai Jiao Tong University/University of Southern California, a Master of Information Technology, a Bachelor of Computer Science and a Bachelor of Commerce (Accounting and Finance) from The University of Melbourne.
Randy Chiu (PhD, SPHR, FHKIoD) is a professor emeritus of Hong Kong Baptist University and the founder of RCTM.
Prof. Chiu has been playing a significant role in shaping HRM education and practices in Hong Kong SAR. To promote best HR strategy and practices, (since 1993) he publishes 100+ academic publications, gives 120+ talks, hosts 50+ professional events and serves as an adjudicator for 10+ HR award schemes/competitions.
With his expertise, Prof. Chiu actively engages with his clients from various industries including hotel, banking, accounting, airline, and retails to improve their compensation practices, talent development and workforce analysis/audit capability. He also serves as a member of executive committee/boards of different universities, schools, and NGOs.
George Chou has been appointed as Chief Fintech Officer of the Hong Kong Monetary Authority (HKMA) since September 2023, 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 2009 and had since taken up different positions, including overseeing technology risk management of banks, and licensing and supervision of stored value facilities, before being appointed as Chief Manager of the Financial Infrastructure Development Division in 2022. Prior to joining the HKMA, Mr Chou served various roles in the private sector of financial industry for over 10 years. Mr Chou holds a Bachelor of Computer Science and Engineering degree and a Master of Business System degree from the Monash University, and a Master of Management degree in Financial Management from the Macquarie University.
John Deng is the Director, Co-Head of HK Client Management at Dun & Bradstreet Hong Kong. He oversees local market sales, client management, client success, partnerships, marketing, and the CCRA divisions within Hong Kong. As a member of Dun & Bradstreet’s Greater China leadership team, John is responsible for business management, operations, and development within the Hong Kong market. Since joining in 2022, his key focuses have been on improving data quality, product and sales strategy, operational efficiency, and developing tailored solutions to assist both local and global clients.
With nearly a decade and a half of experience in leading international financial institutions including HSBC and National Australia Bank, John has held client-facing and leadership roles, originating, and executing significant client deals across Melbourne, Singapore, and Hong Kong.
His past coverage includes industries such as real estate, trade, consumer and retail, technology, professional services, and most recently private equity or venture capital funds in the non-bank financial institution ecosystem. He also has extensive knowledge in credit risk, financial crime compliance, and operational risks.
His past coverage includes industries such as real estate, trade, consumer & retail, technology, professional services, and most recently private equity/venture capital funds in the non-bank FI ecosystem. He also has extensive knowledge in credit risk, financial crime compliance and operational risks.
Wendy has worked in Asia for nearly 21 years, splitting time between Singapore and Hong Kong in both Financial Services and Banking.
Wendy Ennis has just stepped into the role of Global Head, FCC Program and Engagement, and in this role is principally focused on enabling the successful implementation of Financial Crime controls across SCB globally. In addition, Wendy will lead Group-wide outreach and advocacy, in support of the SCB’s strategy and purpose. Wendy was previously one of the founding members of Mox Bank in Hong Kong, where she led the development of the FC function. Her career also includes positions in the first line of defence at JPMorgan, American Express and Dell Financial.
Wendy has chaired various committees and working groups in support of industry exchange and innovation in financial crime compliance.
Daisuke Fukamizu concentrates his practice on white collar crime, regulatory compliance, antitrust and corporate crisis management matters. He has handled numerous internal investigations and related government actions involving alleged accounting fraud, cartel agreements, FCPA violations, and insider trading, etc.
Mr Fukamizu has covered both domestic and international matters across a variety of industries, including the manufacturing, accounting, automotive, entertainment and media, financial services, construction and pharmaceutical industries.
In addition, Mr Fukamizu has been qualified as a Certified Fraud Examiner since 2012. He is also a research professor at Shinshu University and serves as a member of the “research committee on governance innovation” at the Ministry of Economy, Trade and Industry (METI) and Advisory Board of Integrity Distributed.
In 2019, Asian Legal Business (ALB) recognized Mr Fukamizu as one of the “under 40 Asia Outstanding Legal Professionals 40”. From 2020 to 2024, Legal 500 recognized him as one of the “Asia Pacific Next Generation Partners” in the field of white collar crime. Expert Guides similarly recognized him as one of the “White Collar Practitioner Rising Stars” in 2020. He was also recognized as “Young Lawyer of the Year” by ALB in 2020 and as “Japan Lawyer of the Year” by Benchmark Litigation Asia-Pacific Awards 2024.
Arnold is the Head of Sustainability Solutions at the Hang Seng Indexes Company, responsible for the business developments of sustainability indexing and data solutions. Prior to joining the company, Arnold was an ESG director of a major public fund in Hong Kong and helped develop its ESG policy and roadmap. Arnold has over 16 years of experiences in portfolio risk management, investment performance measurement, FX trading, and corporate developments.
Arnold received a BA and MA degree in Economics from the University of Southern California. His professional credentials include Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Sustainability and Climate Risk (SCR), and Certified ESG Analyst (CESGA).
Edwin is a seasoned data professional who have been in the industry for more than 20 years. He has held senior positions in-house and have led and built data analytics team for major consultancy firms in Greater China region and Asia Pacific. Currently he heads the data and analytics office at Hang Seng bank.
Hannah Hui is the Deputy Chief Executive at PAO Bank Limited (“PAObank”), where he oversees matters relating to business development. With more than 22 years of fintech, banking and management experience, he is a seasoned practitioner, specializing in payment, blockchain, crypto and banking areas.
Prior to joining at PAObank, Hannah served as a Chief Executive Officer at a US blockchain company, the Regional head of Standard Chartered Bank and the Vice President at HKT Financial Services where he held various leadership positions in different fintech segments, enabling him to develop a deep understanding of the market trends. Hannah is a graduate of University of London and obtained a Master’s Degree in Business Administration.
Harsh is responsible for growing the Bank and Audit firm network for Confirmation in Hong Kong, Singapore, China, India and Middle East. Prior to Confirmation, he co-founded Verifirm.in, India's first electronic audit confirmation platform which was later acquired by Thomson Reuters. He's a qualified Chartered Accountant, has cleared all three levels of CFA and authored a book on Business Finance.
Edmond Lai is Head of Learning and Talent Development of Hang Seng Bank Limited, overseeing people and leadership development, talent management and succession planning, as well as diversity and inclusion agenda at Entity level. Edmond is also the member of the Membership and Professional Development Committee of HKIB and Talent Committee of the Hong Kong Association of Banks (HKAB).
Edmond has over twenty years of industry experience and has been in management roles for the past ten years. He leads the Learning and Talent Development team in Hang Seng Bank in driving key strategic people priorities to develop a “Future Proof” workforce for the Bank, by delivering purposed-led learning and development solutions like Data Literacy Empowerment, People Manager Capability Upskill, ESG Capability Building and Engagement Strategy, Talent Marketplace, Bank Talent and Emerging Talent Development Programme for all employees in business and function units across the Bank.
Brian Lam is Executive Director and Chief Sustainability Officer at UOB Hong Kong. In his role, Brian is responsible for achieving the Bank’s sustainability objectives with a focus on helping businesses advance responsibly through sustainable financial solutions and investments, as well as fostering social inclusiveness and environmental well-being.
Concurrently, Brian is also the Chief Financial Officer at UOB Hong Kong. He spearheads core finance functions spanning growth and financial strategy, accounting and controls, financial analytics and planning, performance management as well as treasury and regulatory reporting.
Brian is a seasoned finance professional with more than 20 years of experience in finance and business development. Prior to joining UOB Hong Kong, he held leadership roles in investment banking industry and practiced in audit and assurance field.
Brian holds a Bachelor of Accountancy from The Hong Kong Polytechnic University.
Joy is Head of Global Regulatory and APAC Legal at Binance and also a member of the Hong Kong Government’s Web3 Development Task Force. Prior to joining Binance, Joy was a partner at leading international law firms.
Drawing on a deep understanding of the rapidly evolving virtual assets landscape, Joy has been at the forefront of the digital asset revolution since 2018 and has advised clients on many innovative, first of their kind transactions and regulatory approvals. This has included Asia's first open ended tokenized fund and Asia's first closed ended tokenized fund, advising on the first tokenization of prime London real estate, securing the first approval from the SFC for a 100% virtual assets fund that permits subscriptions and redemptions in the form of virtual assets and securing the first regulatory approval from the SFC for a traditional securities brokerage firm to provide the full suite of digital asset brokerage and advisory services in Hong Kong.
Joy is ranked "Band 1" in Chambers Fintech (2024) and was named a "Rising Star" in 2022 by China Business Law Journal as one of 20 young elite lawyers from international firms engaged in China-related business.
KF is the Head of Compliance and AML Division of Fubon Bank (Hong Kong) Limited, overseeing AML/CFT, sanctions, fraud risk management, regulatory compliance and data protection matters. Before joining Fubon Bank, KF held senior management roles in different Asian / HK based retail and commercial banking groups and a virtual bank managing AML/CFT/sanctions and regulatory compliance matters of Retail Banking, Wealth Management, Commercial and Corporate Banking, Treasury and Financial Institutions businesses. Prior to his career in compliance, KF was an audit manager in one of the leading local banks in Hong Kong.
KF is a Certified Anti-Money Laundering Specialist, a 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.
KF is a trainer for the Hong Kong Institute of Bankers’ Enhanced Competency Framework on Anti-Money Laundering and Counter-Terrorist Financing training programme since 2017.
Sheila Lam is a technology storyteller. After being a journalist for 20 years covering the enterprise IT space, she has recently extended into the content marketing arena with Ignite Content Marketing.
Formerly Editor-in-Chief of Computerworld Hong Kong (CWHK)—a publication with more than 30 years of history in Hong Kong— Sheila witnessed and covered the emergence, development, and maturity of different technologies. With knowledge across a wide variety of technology topics including AI, blockchain, digital transformation, and cybersecurity, Sheila has developed content marketing strategies, offered research services, and produced multimedia content for many technology players.
She is also a seasoned conference moderator and producer for events of all sizes from roundtables to seminars and conferences.
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Tracy is a Partner in EY’s Financial Services Risk Consulting practice, specialising in regulatory compliance and financial crime compliance areas. She has over 18 years of working in the banking and consulting industry with a recent focus on business expansion and licensing support, technology adoption and process optimization initiatives. Prior to joining EY, she was the MLRO of a local Chinese bank and the Head of AML Transformation of a Singapore bank in Hong Kong.
Jenny is the Deputy Secretary General for Hong Kong Green Finance Association (HKGFA), primarily responsible for leading strategic multi-stakeholder engagement across its diverse 160 institutional member firms, private and public sector, regulator and government to advance Hong Kong’s position as a leading sustainable financial and green tech center. Jenny contributes to the CASG Centre for Green and Sustainable Finance capacity building and data analytics workstreams, AIGCC, FC4S, Partnership of Biodiversity and The Finance, and co-developed the HKGFA – HKUST and HKGFA-HKFSI Certificate in Sustainable Finance.
Jenny left a two-decade career in investment banking and consulting to pursue her desire to make a positive impact, shifting the focus of her business and finance experience into sustainability. She co-founded Development Finance Asia and is a life-long learner and passionate about creating a green and sustainable ecosystem, inclusive of finance, ESG and technology.
Jenny previously worked at Goldman Sachs, Credit Suisse and JPMorgan in equity derivatives and prime brokerage, working with alternative asset managers to grow their business, raise capital and access financing. She has lived in London, New York, Tokyo and Hong Kong.
Dr Simon Lee is responsible for driving the adoption of AI at AIA Group to enhance the customer and distributor journey. He is passionate about using AI to drive positive change and is dedicated to helping organizations harness the power of this transformative technology to achieve their strategic goals.
Ms Joyce Leung is Assistant General Manager, Personal Digital Banking Product Department of Bank of China (Hong Kong), overseeing its fund and fixed income business and product development.
Joyce has an extensive working experience in banking and financial sectors, devoting herself in driving digital transformation in the Bank’s investment services in order to enhance investment experience of customers.
Joyce holds a Bachelor degree of Laws in University of London and a Bachelor degree of Quantitative Analysis for Business of City University of Hong Kong.
As the Global Head of Financial Services, Fintech & Sustainability at InvestHK, the department of the Hong Kong SAR Government responsible for attracting Foreign Direct Investment, King’s mission is to enrich the ecosystem and contribute to raising the longterm competitiveness and innovation of the financial services, fintech and sustainability sectors in Hong Kong. King achieves this goal through collaboration with a broad range of stakeholders – regulators, financial institutions, investors, fintech and sustainability companies, associations, etc. in Hong Kong, the Greater Bay Area, and other major international financial, fintech and sustainability hubs.
Prior to joining the government, King had a diverse private sector background as a serial tech entrepreneur, angel investor, fintech lecturer where his first data-related startup was established through seed investment from Credit Suisse. His startup served numerous world-renowned financial institutions in wealth management, insurance, personal finance, etc. Prior to embarking on his entrepreneurial journey, King was a management consultant at Booz Allen & Hamilton and KPMG Consulting in the US, as well as a venture capitalist at Innovate@, a technology fund jointly run by Booz Allen & Hamilton and Lehman Brothers in the US.
King received his MBA in Finance and Strategy (honors) from the University of Chicago and BSc in Mechanical Engineering (honors) from the University of Wisconsin – Madison.
Daniel Li is the Chief Digital Officer at BOCHK, where he joined in 2021 to lead the development and implementation of the digital and data transformation strategy for the Personal Banking & Wealth Management business. As the head of BOCHK's Digital Banking department, Daniel is instrumental in driving the transition of the bank from a traditional institution to a digital powerhouse.
With a strong focus on customer centricity, Daniel is driven by data-driven insights and embraces a lean and agile approach; he fosters a growth mindset that encourages innovation and experimentation. His leadership is pivotal in shaping BOCHK's future as it navigates the digital and AI landscape.
Having worked with renowned institutions such as Citibank, Standard Chartered, and DBS in Singapore over 25 years, his expertise extends across various domains including digital transformation, digital banking, data management, and wealth management.
Daniel is a highly accomplished banking professional with a diverse academic background. He holds a Master of Science Degree in Wealth Management from Singapore Management University, a Master of Science Degree in Computer Science from the University of Glasgow, UK, and a Bachelor of Engineering Degree in Information Engineering from The Chinese University of Hong Kong.
Daniel Ling is currently responsible for OneConnect business in Hong Kong.
Over 20 years IT business development and project experience in IBM and Ping An OneConnect previously, lead the IBM public cloud SaaS & PaaS, Watson AI, Information Management business for Greater China & HK.
Michelle Mak is the Head of ESG and Enterprise Learning of Dun & Bradstreet in Hong Kong. In addition to her dedication to establishing an ecosystem of partners with government agencies, enterprises and start-ups for a greener future, she has led D&B HK to become the first office in D&B’s global network to join as a Signatory of United Nations Global Compact.
Michelle has been appointed as a member of the Technology Voucher Program Committee by the Innovation and Technology Commission of the SAR Government since 2020. She co-founded an award-winning social enterprise, Make The Change, in Singapore in 2013 that provides creative services to NGOs and social enterprises.
Michelle was selected as the ESG Person of the Year and Top Women to Watch in Greater China by Campaign Asia in 2021. Same year she has won GBA Outstanding Women Entrepreneur Award. Michelle is the Board Member of Sensational Foundation, a registered charity in Hong Kong and Vice President of Lions Club of Hong Kong IFC.
Tony Mak is the Head of Financial Crime Compliance Department at ICBC (Asia), where he has overseen the bank's anti-money laundering, anti-fraud, anti-corruption, and sanctions compliance functions since 2021. Under his leadership, the bank has achieved remarkable results in combating financial crimes and protecting customers' assets through the successful adoption of technology, big data, and network analysis mechanisms.
With over 25 years of experience in financial crime enforcement and regulatory supervision, Tony has held various positions at organizations such as the Hong Kong Police Force, Hong Kong Exchanges and Clearing (HKEx), the Securities and Futures Commission (SFC), HSBC, and Ant Group. He is a Certified Public Accountant and a member of the Hong Kong Institute of Certified Public Accountants' Banking Regulatory Advisory Panel. Additionally, Tony is a global expert on financial and banking fraud recognized by ACAMS (Association of Certified Anti-Money Laundering Specialists).
Tony holds a Master's degree in Executive Master of Business Administration (with Distinction) from The University of Hong Kong and a Bachelor's degree in Accountancy from The Hong Kong Polytechnic University.
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 and represents the HKMA on the Anti-Money Laundering Experts Group of the Basel Committee.
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.
As a Client Solutions Director at Randstad, Bharisha excels as a trusted talent advisor, consistently delivering service excellence in talent recruitment and workforce management to organisations in Hong Kong. Specialising in employer branding and fueled by a passion for diversity and inclusion, Bharisha partners with employers to foster equitable workforces, improve talent attraction outcomes, and expand talent pools. Bharisha collaborates closely with her colleagues at Randstad, dedicating time to understand talent expectations and hiring trends. She partners with a wide range of clients, from innovative start-ups to multinational corporations, across various sectors including banking, financial services, legal, and insurance.
Bharisha holds a Bachelor’s Degree in Psychology and International Studies from Monash University and is dedicated to lifelong learning. Recently, she earned certifications in negotiation from Kahvay and in coaching for women as well, reflecting her commitment to continuous professional growth and passion to drive positive changes in her community.
Yuichiro is the Co-Head of Integrated Risk Management (IRM), Asia, an emerging discipline that brings together data analytics, behavioral science as well as risk and regulatory expertise to help clients approach an increasingly complex risk landscape.
He is a seasoned governance, risk and compliance expert with over 13 years of financial services experience across digital transformation, program and leadership effectiveness and investigations roles in Washington D.C., Hong Kong and Tokyo. He specializes in partnering with global financial institutions and regulators on designing new human-centric approaches that make compliance and risk management programs more intuitive and outcomes-focused.
Yuichiro completed his graduate studies at the Johns Hopkins University SAIS - Nanjing University Center for Chinese and American Studies (Cert.), as well as the George Washington University Elliott School of International Affairs (M.A.). He is a Certified Anti-Money Laundering Specialist (CAMS).
Dennis Ngai is currently Senior Vice President, Sustainable Finance, Institutional Banking Group (IBG) in DBS Bank Hong Kong. He was instrumental in establishing the DBS IBG Sustainability team in Hong Kong and is a key subject matter expert within the organization for sustainable finance. His provides guidance and expertise across multiple topics including sustainable finance, ESG risk management and climate risk.
Prior to joining DBS, Dennis was the co-founder of a global consultancy firm, specializing on sustainability, environmental and risk management advisory for chemical, energy, and engineering projects across Asia Pacific, Europe, and the Middle East.
With nearly 20 years of experience in finance, engineering, and sustainability, Dennis actively drives ESG capacity building and thought leadership in Hong Kong. He serves on the Programme Advisory Panel of the Hong Kong Institute of Bankers' "Enhanced Competency Framework on Green and Sustainable Finance" program, and contributes to various industry associations including the Hong Kong Green Finance Association. Dennis is also a guest lecturer for ESG courses for The Hong Kong Institute of Directors.
Dennis holds a Master's Degree in Environmental Engineering and a Bachelor Degree in Chemical and Environmental Engineering from the Hong Kong University of Science and Technology. He also holds a Certificate in ESG Investing by the CFA Institute.
Based in Hong Kong, Diana is responsible for the strategy and direction of various initiatives under this cross-markets division. Diana has over 20 years’ of experience across various countries, industries and sectors. Started as a lawyer working for private banks and for the financial sector regulator and then transitioned to specialize in European and Chinese decarbonisation policies and sustainable finance. During her career she has worked for the Central Bank of Bulgaria, various UK Government Departments and Agencies, the European Commission and European Member States, International Development Banks, Law Firms, multinationals, investors and asset managers assisting with the design, implementation, compliance and assessment of policies and regulations.
Diana was involved in design and further development of flagship European policies like the EU Emission Trading Scheme, setting up and implementing the EU renewable energy targets and the design and evaluation of financial mechanisms supporting key European Initiatives. During her 5 years in China she worked with regulators and policymakers from different sectors supporting international economic relations and multinationals’ business cases. Experienced public speaker and contributing to open or subscription-based policy and macroeconomic forecasting platforms.
She holds Master of Law (LLM) from Sofia University St. Kliment Ohridski, Master of International Law from University College of London (UCL) UK and Master of International Economic Relations from Sofia University of National and World Economy.
Diana is a native Bulgarian and holds Bulgarian and British citizenship. She has lived and worked in Europe, the Middle East and Asia.
Millie is the Chief Compliance Officer and Alternate Chief Executive for WeLab Bank, a virtual bank licensed by the Hong Kong Monetary Authority. WeLab Bank operates under WeLab, a leading fintech company in Asia.
Leveraging on her 20 years of experience in the banking and financial services industry, Millie has acquired hand-on knowledge in implementing laws and regulations and embedding corresponding controls in large organisations. Through her active participation in industry forums of banks, Millie has also gained considerable insights in respect of fraud monitoring and regtech development.
Prior to joining WeLab Bank, Millie had been holding various senior executive roles in Standard Chartered (Hong Kong) Limited and HSBC. Millie holds a master’s degree in laws and is a qualified solicitor (2002-2012) and barrister (since 2013) in Hong Kong.
Josh specialises in applying analytics and technology to risk management. With a background in Forensic Analytics, he has over 11 years of experience as a management consultant, serving clients across Europe and Asia Pacific.
Josh has delivered a range of complex programmes across the risk management lifecycle, including digital transformation, complex investigationsand regulatory compliance.
With a particular focus on financial crime risk, Josh has supportedfinancial institutions to develop more technology-enabled risk management and compliance operations. Having worked with regulators, technology vendors, and financial institutions, he is a strong advocate for developing an ecosystem-wide approach to combating illicit finance.
Dr Kang Qu is Managing Director of Sustainability Strategy, Bank of China (Hong Kong) focusing on the Bank’s sustainability strategy formulation & implementation, ESG disclosure & reporting, building and managing ESG related infrastructure, leading cross-functional strategic initiatives & projects, and representing the Bank at external ESG related organizations.
Prior to joining BOCHK in 2022, Dr Qu had held various positions in macro-economic research, strategy planning and sustainability development in Bank of China’s London office since 2006. His last role was Head of Bank of China London Research Centre. He was BOC’s representative to ESG initiatives of the City of London and various international organizations.
Dr Qu received a Bachelor’s degree in Computer Science from University of Science and Technology of China and a Master of Science from the London School of Economics and Political Science and earned a PhD in Finance from Durham University in the UK. He is a standing member of the Council of China International Finance Society and vice president of Hong Kong Green Finance Association.
Sean has over 25 years of experience in enterprise transformation, with 15 of those focused specifically on transformation across fraud and financial crime prevention. Previously, he held global leadership roles, with direct experience working across EMEA, Americas, and throughout the Asia Pacific. Prior to joining Feedzai, he provided independent advice specific to this domain, to clients across financial services, the technology sector, and top-tier services providers globally. He’s passionate about leveraging today's technology and data to prevent financial crime and joined Feedzai in 2021.
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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 operational resilience, capital markets regulatory issues, digital assets and cross-border growth initiatives. 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.
Sandeep is a seasoned financial services professional specialising in corporate banking and corporate treasury advisory in Asia-Pacific and is CEO of Sustainable Solutions (SS) Consulting Limited, a consultancy specialising in sustainable solutions for financial services firms and corporate treasuries. Sandeep is a certified expert in Sustainable finance and a winner of sustainable finance leadership award and also holds a specialist certificate in Green Finance and Sustainability from Hong Kong Institute of Bankers. Sandeep is a frequent speaker at business forums across APAC and co-chairs the GreenTech and ESG Committee in the Fintech Association of Hong Kong.
Sandeep is also International Resources Director and Contributing Editor for The Asian Banker and has written on a vast spectrum of topics including ESG, corporate treasury, fintech, banking, decentralised finance and digital assets. In the past, Sandeep has held leadership roles across corporate banking, cash management and transaction banking operations in a top global bank. Sandeep was recognised as the ‘Best Relationship Manager’ by The Asset Magazine in 2020. Sandeep holds degrees in Electronics and Electrical Communication Engineering and an MBA from the Faculty of Management Studies, Delhi, India.
Nailesh Shah is the Head of Digital Platform and Content Commercialization for Citibank Hong Kong overseeing client facing digital touch points and leveraging content to drive the engagement for the Wealth business in Hong Kong.
Previously, Nailesh was Head of Digital Channels and Experience for Citibank Hong Kong overseeing digital channels and their integration with the online & offline client experience for the consumer banking.
Prior to Citi HK, Nailesh was Regional Head of Digital Engagement & Unsecured lending Journey with Citi Singapore, where he was responsible for the strategic integration of service innovations to enhance credit cardholders’ digital experience and driving mobile engagement for all retail clients.
Nailesh joined Citi Japan in 2012 as the digital business strategy manager, leading diversified innovative initiatives, including mobile banking and online rewards redemption platform. He then took up the role of cards portfolio manager, focusing on client retention and portfolio management.
Before Citi, Nailesh worked with Oracle Financial Services to cover pre-sales and delivery of digital initiatives in investment banking.
Nailesh holds a Bachelor of Engineering in Information Technology from the University of Mumbai and Post Graduate Diploma in Business Administration from Welingkar’s Institute of Management.
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Nan Shi is an AI Engineer from IBM APAC's Client Engineering team. He holds a Ph.D. in mathematics from Northwestern University and is recognized as an Open Group Master Certified Data Scientist. Nan has dedicated himself to research and projects across various fields of artificial intelligence, including Generative AI, computer vision, natural language processing, quantum computing, machine learning, and deep learning. He has spearheaded numerous Data and AI modernization initiatives for leading enterprises in various sectors, including finance, automotive, retail, and healthcare. In recent years, he has concentrated on the adoption of generative AI, ensuring trustworthiness through AI governance, and developing standardized processes for the LLM lifecycle.
Neil Tan has over 20 years of experience in Corporate Strategy, Mergers & Acquisitions (M&A), Business Development and Partnerships -- across Banking (HSBC, Deutsche Bank), Management Consulting (Boston Consulting Group BCG) and Industry (Philips Electronics, Siemens).
Neil is the Managing Partner at Tsunami Advisors, an advisory and consulting firm dedicated to helping FinTech, Artificial Intelligence, Digital Asset, and Web3 firms expand, grow and scale in the Asia Pacific Region. Prior to this, Neil served as the CEO of Neptune Digital, an award-winning blockchain start-up under the Cyberport Incubation Program (CIP). He was previously the Head of Business Development, Asia Pacific in the Digital Partnerships & Innovation Team at HSBC, where he focused on Banking-As-A-Service (BaaS) and Embedded Finance, including digital payments, lending, wealth and insurance.
Neil is the Chairman of the Artificial Intelligence Association of Hong Kong (AIHK), Former Chairman and Current Board Member of the FinTech Association Hong Kong (FTAHK), and a Member of the Hong Kong Government Task Force on Promoting Web3 Development (HKSAR Web3 Task Force). He is also a Steering Committee Member of the Hong Kong Trade Development Council (HKTDC) and a Conference Ambassador of the Hong Kong Tourism Bureau (HKTB).
Pak-Sun Ting is the founder and CEO of Votee A.I., a company that uses technology and artificial intelligence to help modernise the knowledge industry and to bridge the digital divide within the AI landscape with the AI-have's and AI-have nots. Votee AI is an Asia-based company with a digital footprint across Asia and partnerships across 3 continents. Prior to becoming an entrepreneur, Pak was the Head of fixed-income at Bank of China (Hong-Kong) for close to 7 years where he helped establish both the sales and syndicate team. Previous to that, Pak was a Director at Standard Chartered Bank, and an Associate at J.P. Morgan. Pak is a Fellow of the Canadian Securities Institute, a Chartered Investment Manager and received his Bachelor of Administrative Studies from York University in Toronto.
Will is the Head of Fraud for HSBC’s Retail Bank in Asia, his role covers card fraud, payment fraud, application fraud, money mules and internal fraud. Leading teams on delivery of new fraud controls, fraud operations, fraud strategy and analytics. Prior to joining HSBC, Will’s career spans 15 years, leading teams in Digital, technology delivery, risk and of course fraud. He has previously worked at the UK’s largest bank Lloyds Banking Group leading a team in Digital Fraud and Security and at the UK Financial Ombudsman Service. Will has a passion for helping customers, fighting fraud, delivering technology and helping to catch the bad guys.
Lareina Wang is Executive Director, Head of Digital and Innovation, Institutional Banking Group of DBS Bank (Hong Kong) Limited. She is responsible for managing the wholesale digital business of Institutional Banking Group, including P&L management, digital product and platform development as well as delivering best-in-class digital customer journeys across Hong Kong and the Greater Bay Area.
Lareina is an active FinTech practitioner. She currently serves as Chair of FinTech Association of Hong Kong and is also a member of the Banking and Finance Training Board for the Vocational Training Council.
Prior to DBS Hong Kong, Lareina also held senior digital and strategy roles for HSBC UK and HSBC Hong Kong, as well as Barclays Bank and Ogilvy London.
Lareina holds a Master of Science degree in International Marketing and a Bachelor of Arts degree in English Literature.
Angus Wong is a Managing Director, Wholesale Client Coverage of Hang Seng Bank Limited, overseeing wholesale banking solutions ranging from Sustainable Finance, Syndication, Commercial Real Estate, Private Credit Origination to Portfolio Management. Prior to his wholesale client coverage role, he was the Head of Corporate Banking from 2021 – 2023 responsible for customer relationship management and developing & executing strategic priorities for business growth within risk appetite.
Mr. Wong is a passionate professional with extensive experience in banking and finance. He is a CFA charter holder and FRM, and received a Master of Business Administration degree from the University of Science and Technology.
John is currently responsible for Hang Seng wholesale banking cash management business and strategy with coverage across sales, product management, digital banking channel development and client implementation. He has thorough knowledge and solid experience on commercial banking.
John is a solid commercial banking executive with proven track record in delivering exceptional strong and sustainable business result. He possesses over 30 years of banking experience and specialized on transaction banking. Prior to joining Hang Seng Bank in 2015, John spent 25 years with Standard Chartered Hong Kong and China. He has successful career span in leading business transformation and managing changes effectively. He is an active influencer on digital innovation and latest banking development eg like CBDC.
John has strong leadership and has Asia Pacific working experience in Hong Kong, China and a few APR countries. He got multi-cultural appreciation in working with people of different nationalities and background. He was named Transaction Banker of the Year by The Asian Banker and SME Banker of the Year by The Asset in 2018 & 2023 respectively.
John holds an MBA from the Henley Management College in the UK.
Edward Wu is the Group Head of Business Intelligence at WeLab, a leading pan-Asian fintech platform with over 50 million individual users and over 700 enterprise customers in Hong Kong, Mainland China, and Indonesia. It operates one of the largest digital consumer finance businesses in Asia, two digital banks and a fast-growing B2B fintech enterprise solutions business.
As the Group Head of Business Intelligence, Edward is responsible for leading the data teams across different business entities within WeLab, including WeLab Bank, Mainland China businesses and the digital bank in Indonesia. He’s instrumental to manage all organization-wide data across WeLab’s markets in Asia.
Edward has been growing together with WeLab along the journey with various milestones achieved. Together with the team, Edward has built the WeLab Bank’s data lab to drive innovation to dig into customer data, including but not limited to customer digital footprint and spending behavior.
Edward embraces WeLab’s spirit of combining the power of fintech with people to open a new world of virtual banking. By combining the use of big data, AI & Machine Learning together with the “customer-centric” culture, Edward and his data team strive to build WeLab into a powerful pan-Asian fintech platform.
Edward has over 15 years of experience in banking industry with a decade’s dedication in business intelligence.
Sonford Yuen is Chief Risk Officer of ZA Bank. He brings over 20 years of experience in banking and financial institutions.
Prior to joining ZA Bank, Sonford was Chief Risk Officer of Ping An OneConnect Bank Hong Kong, where he led and managed the risk management department and directly oversaw all aspects of risk functions.
Sonford also served as senior management in various financial institutions including DBS Bank, National Bank of Abu Dhabi and HSBC.
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Oliver brings over 17 years of expertise in risk quantification and management in banking sector. His proficiency spans traditional credit risk as well as emerging risk such as climate / ESG risk. Currently, Oliver is the solution leader on climate risk for EY APAC and has led the delivery of more than 30 successful climate risk related projects in Hong Kong, mainland China and other APAC regions. Prior to joining EY, Oliver served as a Senior Model Validation Manager at a top-tier multinational bank, where he gained extensive experience in regulatory communication.
Ir Dr Shelley Zhou is currently Head of Corporate Sustainability at Hang Seng Bank. Prior to joining Hang Seng, Dr Zhou led ESG services in APAC for Capco, where she developed ESG products and solutions for financial institutions in Asia-Pacific, established a capable team to deliver net-zero strategy advisory and ESG consultancy services, and provided internal capacity-building and external executive training on climate and ESG related topics. Dr Zhou is a sustainability professional, has 20+ years’ experience in corporate sustainability, environmental and carbon management consultancy, new energy and biotechnology in Hong Kong, China and Singapore, covering government, banking, financial, real estate and retail sectors.
Shelley holds a PhD in Environmental Engineering from the National University of Singapore and a Master of Philosophy degree in Civil Engineering from The Hong Kong University of Science and Technology (HKUST). She is also Adjunct Professor at HKUST and has offered carbon management courses since 2010.
More speakers will be announced.