Welcome To the Gatekeeper Forum 2023

Sustainable Investment Outcome An Annual Shopping Spree To Discover the Dark Horses

The Gatekeeper Forum is part of the judging process of the annual Benchmark Fund of the Year Awards. It is a highly curated platform that connects both the buy and sell-side of funds and empowers gatekeepers from Private Banks, Institutions, Foundations, Single and Multi-Family Offices to look under the hood before they invest.

The Programme Agenda

09:00 – 10:00 

Global Fixed Income by Franklin Templeton

Katie Klingensmith, Senior Vice President, Investment Specialist

 

10:00 – 11:00 

Flexible Mixed Asset & US Fixed Income by Amundi Hong Kong

Grégoire Durel, Director, Senior Investment Specialist

10:00 – 11:00 

Best China Equity ETF Issuer & Best Hong Kong Equity ETF Issuer by Hang Seng Investment Management

Felix Lee, Head of Indexing

William Chung, Fund Manager, Indexing

 

11:00 – 12:00 

China Income Equity by E Fund Management

Evan Bi, Portfolio Manager and H Share Strategist

 

11:00 – 12:00 

China Equity by Hang Seng Investment Management – one of the Investment Managers of HSBC MPF

Felix Lee, Head of Indexing

William Chung, Fund Manager, Indexing

 

14:00 – 15:00 

Global Fixed Income by BNY Mellon Investment Management

April LaRusse, Head of Fixed Income Investment Specialists

 

14:00 – 15:00 

Conservative Mixed Asset by Fullerton Fund Management

Jasslyn Yeo PhD, MD & Deputy Head of Multi-Asset

Kylie Soh, MD & Client Portfolio Manager

 

14:00 – 15:00 

Singapore Fixed Income by UOB Asset Management

Melvin Chan, Portfolio Manager, Vice President, Fixed Income Asia/Singapore

 

09:00 – 10:00 

Transportation Sector Equity by BNY Mellon Investment Management

George Saffaye, Global Investment Strategist

Yuan MENG, Investment Specialist

09:00 – 10:00 

Tech & Comm Sector Equity by Franklin Templeton

Greg Manger, Institutional Portfolio Manager, Franklin Equity Group

 

10:00 – 11:00 

China Fixed Income, Asia Fixed Income, High Yield Fixed Income, & Flexible Mixed Asset by BOCHK Asset Management

Ben Yuen, Chief Investment Officer

 

10:00 – 11:00 

Impact Thematic – GSS Bonds by Ping An of China Asset Management 

Gabriel Yu, Portfolio Manager

 

11:00 – 12:00 

11:00 – 12:00 

Asia Fixed Income & China Fixed Income by Taikang Asset Management 

Christabel ZHANG Ting, Fixed Income Investment Director

Alex Liu, Head of Fixed Income Research and Director

 

14:00 – 15:00 

Asia Allocation Mixed Asset by Value Partners

Ricky Tang, Managing Director, Head of Client Portfolio Management

 

15:00 – 16:00 

China Equity by BNP Paribas Asset Management

Minyue LIU, Investment Specialist – Greater China and Asia/GEM equities

 

15:00 – 16:00 

ESG Integration by HSBC Asset Management – one of the Investment Managers of HSBC MPF

Sisi Liu, Senior ESG Integration Analyst, HSBC Asset Management

Vivian Tang, Responsible Investment Specialist, HSBC Asset Management

 

16:00 – 17:00 

Best Equity ESG Integration, Climate Goverance, Climate Strategy, Stewardship by BNP Paribas Asset Management

Sheng Ou Yang, Green Bond Specialist, APAC

Sheila Ter Laag, Global Head of ESG Specialists

 

16:00 – 17:00 

Best Blockchain ETF Issuer & Best Leveraged & Inversed ETF Issuer by CSOP Asset Management

Yi WANG, Head of Quantitative Investment, Managing Director

17:00 – 18:00 

Fixed Income ETF & Hong Kong ETF by CSOP Asset Management

Yi WANG, Head of Quantitative Investment, Managing Director

17:00 – 18:00 

Global Equity & China Equity by Ninety One

Jen Ford, Portfolio Specialist

10:00 – 11:00 

Asia Fixed Income by BEA Union Investment Management

Pheona Tsang, Fixed Income, CIO

 

10:00 – 11:00 

Emerging Markets Fixed Income by E Fund Management

Fei WANG, Senior Portfolio Manager

 

10:00 – 11:00 

Asia Pacific ex-Japan Equity & Greater China Equity by UOB Asset Management

Paul Ho, Senior Director, Asia Equities

 

11:00 – 12:00 

Asia Fixed Income & Hong Kong Fixed Income by Hang Seng Investment Management

Winnie Leung, Senior Fund Manager, Hong Kong Fixed Income

Himmy Chan, Senior Fund Manager, Asia Fixed Income

 

14:00 – 15:00 

15:00 – 16:00 

Global Income Equity & Asia Income Equity by China Asset Management

Serene Cai, Director, Portfolio Manager

Michael Wang, Senior Researcher

 

16:00 – 17:00 

Transparency by CSOP Asset Management

Qiusha ZHAN , Associate Director, ESG Specialist

 

16:00 – 17:00 

Growth Mixed Assets (61% – 80% Equity) by HSBC Asset Management – one of the Investment Managers of HSBC MPF

Walt Lau, Multi Asset Investment Specialist, HSBC Asset Management

Vivian Tang, Responsible Investment Specialist, HSBC Asset Management

 

17:00 – 18:00 

US Equity by Ninety One

Joseph Knight, Portfolio Specialist

 

Our Honorable Gatekeepers
Adeline Tan, FIA
Wealth Business Leader, Hong Kong, Mercer
Dr. Agnes KY Tai
Director, Great Glory Investment Corporation
Alexandra Tracy
President, Hoi Ping Ventures
Angus Choi
Partners, ESG Advisory, KPMG
Annie Chan
Head of Investment Due Diligence, DBS Private Bank
Annie Chen
Deputy Chief Executive, China Construction Bank (Asia)
Arjan De Boer
Head of Markets and Investment Solutions, Asia CA Indosuez
Belinda Hsieh
MD, Head of Treasures Investment Product & Advisory, Consumer Banking Group & WM, DBS Bank
Belle Liang
Chief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank
Billy Wong
Senior Director, Business Proposition and Client Solution, BCT Group
Catherine Chen
Founder and CEO of AvantFaire Group
Charlotte Hui
Partner, PwC Hong Kong
Clement Lai
Chief of Fund Advisory, CIO and Investment Advisory, Hang Seng Bank
Colin Low
Head of Investment Research, Wealth Management Alliance
Elsa Pau
Group CEO, The BlueOnion Group
Francesco Stadler
Director of Impact Funds & Ventures, Sustainable Finance Initiative
Joanne (Jo) Murphy
Alternative Industry Senior Executive
Jonathan Wan
Deputy Head of Retail Banking & Wealth Management Dept., ICBC (Asia)
Leo Lee
Chief Investment Officer, Grace Harmony (Hong Kong)
Leo Pui
Head of Investment Product, ICBC (Asia)
Leonie Kelly
Director, Head of Sustainable Investment Consulting, Ogier
Loretta Ng
Partner, PwC Sustainability
Michael Atkinson
Partner, Financial Services, PwC Hong Kong
Michael Au
Managing Director, District Capital
Nicholas Leung
SVP, Investment Products and Advisory Dept., Bank of East Asia
Paul Smith, CFA
CEO, Warlencourt Limited
Dr. Richard Harris
Founder & CEO, Port Shelter
Serena Mak
Honorary Secretary, Board Governor, Friends of the Earth (HK)
Song Sheng Harn, CFA, CIPM, CAIA
Vice President, Due Diligence and Investment Analyst, UOB Private Bank
Stephan Repkow
CEO and Founder, Wealth Management Alliance
Stephanie Choi
Sustainable and Impact Investing Strategist, UBS Global Wealth Management
Victoria Shapovalova
Manager Risk Advisory Services - Climate & Sustainability, Deloitte

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