2021 Virtual PWMA Wealth Management Summit (Day 2)

Fireside Chat: Regulatory Priorities
Julia Leung, SBS, JP, Deputy Chief Executive Officer and Executive Director, Intermediaries, Securities and Futures Commission
Moderator: Sumit Indwar, Partner and Head of Financial Regulation Group Hong Kong SAR, Linklaters

China Wealth Report – Mainland HNWI’s Needs and Preferences
– Dr. Henrik Naujoks, Senior Partner, Bain & Company
– Herbert Lee, CFA, Associate Partner, Bain & Company
GBA Opportunities Opened Up by WMC
Rosita Lee, Head of Investment Products and Advisory Business, Hang Seng Bank
Panel Discussion: ESG and Sustainability – What are Clients Looking for and How Banks can Facilitate That
– Sebastian Brinkmann, ESG Strategist, FE fundinfo
– Mario Knoepfel, Head, Sustainable Investing Advisory, Asia-Pacific, UBS Global Wealth Management
– Gabriel Wilson-Otto, Director, Sustainable Investing, Fidelity International
Moderator: Leah Cheng, Solutions Director, Mercer
Panel Discussion: Alternative Investment Trends Influencing Asia
– Gordon Crosbie-Walsh, Chief Executive Officer, Asia, EquitiesFirst
– Michael Dennis, Managing Director, APAC Head of Alternatives Strategy & Capital Markets, BlackRock
– Paul Dou, Head of Asia Pacific Private Equity and Real Estate, Citi Private Bank
Moderator: Jo Murphy, Managing Director, Asia Pacific, CAIA Association
Fireside Chat: PWMA China White Paper Presentation
Dr. Gao Hao, Director, NIFR Global Family Business Research Center; Associate Director, NIFR Research Center for Green Finance Development, Tsinghua University PBC School of Finance
Moderator: Wendy Tsang, General Manager, Wealth Management Division, Bank of East Asia Limited