Joseph H. L. CHAN , JP

Mr. Chan was appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017.

Mr. Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.

Prior to joining the Government, Mr. Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce. Mr. Chan was also a member of the Central & Western District Council.

Mr. Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.

Michael Barbera

Michael Barbera is the Chief Product Officer - Trading at Iress. Michael has a unique skill set and an impressive track record in the financial markets industry, with over a decade working for the London Stock Exchange before he joined Iress to lead the product vision for financial markets.

Damian Bierman

Damian Bierman is a Founding Partner of Blackwired Pte Ltd, responsible for business development and expanding relationships, across the region and globally. Blackwired is a next-generation cyber intelligence firm trusted by governments, law enforcement, global corporations, and systemic institutions.

Damian is active within the FIX Trading Community, serving as Co-Chair of the Asia-Pacific Education and Marketing Committee. He has been a mainstay of the community and an enthusiastic promoter of FIX since landing in Hong Kong almost 20 years ago.

Prior to Blackwired, Damian was APAC Head of Trading Solutions for FactSet, following its acquisition of Portware in 2015. Damian established the Portware EMS business in Asia-Pacific in 2007.

Prior, Damian ran FIX Services in APAC for NYFIX (a Broadridge business) and was an early employee at Wall Street startup Javelin Technologies, bringing its Appia FIX engine to market from early 2000.

Heidi Cai

Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has over 17 years of experience in financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.

Winter Chan

Winter is currently the Head of Portfolio Management Technology APAC and has been working in JP Morgan Asset Management since 2006 in a variety roles across the equities technology organization. In his current role he faces off to the head of Asia investment management, trading and other senior equities/GFICC/multi-asset class solutions stakeholders driving both regional and global technology initiatives within the investment management and trading space.

Winter participates in industry forums and events actively that contributes to various APAC related initiatives. He is also a Co-Chair of the FIX Technical Subcommittee in Asia.

Carl Davey

Carl Davey joined Singapore Exchange (SGX Group) in November 2022 as SGX Group’s Chief Representative and Head of Sales for its Hong Kong office. He is responsible for growing SGX Group’s presence in Hong Kong as well as fostering relationships with intermediaries, corporates and clients. He also leads a sales team to support SGX Group’s clients with products and services across asset classes.

Before joining SGX Group, Carl spent most of his career in the global prime brokerage industry, primarily serving a hedge fund clientele. He entered the financial services industry in 1996 in London and has worked in various global locations since, including eight years in New York followed by subsequent postings in the Asia Pacific region from 2007.

Carl was with BNP Paribas since February 2018 heading the prime brokerage sales, servicing and onboarding functions for its multi-asset product suite. Prior to BNP Paribas, he spent five years with Citigroup where he led regional hedge fund sales in Asia for Citigroup’s Investor Services business. Before Citigroup, Carl spent 16 years with Morgan Stanley in the U.S., UK and Asia, where his last role was leading their prime brokerage unit in Singapore.

During his prime brokerage career, Carl formulated and led sales strategies, managed sales and client service teams, and performed relationship management functions across multiple regions. Carl also led Morgan Stanley’s capital introductions effort for Australasia while based in Sydney.

Carl holds a Bachelor’s degree in Management Studies from The University of Waikato in New Zealand, with a double major in Accounting & Finance and Marketing & International Management.

Antoine de Saint Vaulry

Antoine de Saint Vaulry is leading the ETF initiative for CITI in APAC based in Hong Kong.

Antoine started his career in 2001 at Société Générale on the Equity Finance desk in Paris, and moved in 2004 to join the Securities Finance department of Commerzbank in London. In 2010, he relocated to Hong Kong to lead Commerzbank’s Delta 1 and Securities Financing Trading team.

From 2012 onwards, he has been in charge of setting up and developing Commerzbank’s award-winning Asian ETF Market Making platform.

He joined CITI in September 2018, to build and grow Citi’s ETF Market Making capabilities in APAC and globally, as APAC Head of ETF trading.

He recently expanded his remit to cover Sales and Business Development for the ETF initiative across CITI’s different businesses.

With a wealth of knowledge and expertise in equity products, Antoine is a frequent contributor to the ETF world, whether it is speaking at conferences, roundtables and workshops or being quoted in articles around Asia.

Antoine received an MSc in Management from ESSEC Business School in France in 2001.

Ofir Gefen

Ofir Gefen is a seasoned professional with over 25 years of experience in trading technology within capital markets. As the Head of International Sell-Side Sales at Broadridge, he leads teams across APAC and EMEA, driving business growth with his expertise and strategic vision. Ofir joined Itiviti in 2017 as the Head of APAC and was appointed as the Head of Sales & Revenue EMEA & APAC of Broadridge Trading and Connectivity Solutions in 2021.

Prior to his time at Broadridge, Ofir held various management positions at ITG, eventually serving as the Co-Head of Execution, responsible for electronic and algorithmic trading. He brings a wealth of expertise in managing and growing businesses in diverse geographies, including Europe and the US.

Ofir holds a B.Sc. in Information Systems Engineering and an MBA from the UCLA Anderson School of Management. His blend of technical knowledge and strategic acumen make him a strong partner to Broadridge’s clients in the ever-evolving landscape of capital markets.

Winnie Khattar

Winnie Khattar is APAC Head of Advocacy for BlackRock Global Markets (BGM). BlackRock Global Markets (BGM) is at the core of BlackRock's markets and investments platform, and includes index investing, global equites & fixed income trading, securities lending, liquidity and financing. As head of BGM advocacy, Winnie helps our teams deliver strategic market outcomes by advocating for policy and market structure reform, education and industry engagements; leveraging her capital markets experience and BlackRock's leading investment platform insights. Winnie is also the co-chair for BlackRock’s Women’s network in Hong Kong.

Prior to this, Winnie was Head of Market Structure for ETF & Index Investing (EII), at BlackRock responsible for providing thought-leadership and content on local ETF market structure and developing the ETF industry in the region. Prior to BlackRock, Winnie worked at BofA Securities as Head of Market Structure for Equity Trading business, and Deutsche Bank as Head of Analytics for Equity Trading in Hong Kong, London and Mumbai. Winnie is a passionate positive person, who enjoys outdoors, trail running, gardening and community initiatives both inside and outside work.

Chris Lee

As Head of Velocity, Chris is principally responsible for driving the liquidity growth of HKEX’s cash and derivatives products by establishing strategic partnerships with local and international industry partners, including but not limited to market makers, liquidity providers and Exchange Participants. He also leads a client-centric team in initiating and supporting trading and clearing infrastructure enhancements at HKEX.

Chris joined HKEX in 2014 from ABN AMRO Clearing NV, where he built and ran the Global Execution Services business as Global Head, providing infrastructure and trading services across equities, derivatives, commodities and FX. Prior to joining ABN AMRO, Chris held sales trading positions in Barclays Capital and NatWest Markets in London. He has also been Managing Director for a large independent electronic trading software vendor in the UK.

Chris was a founding trustee of Futures For Kids, a charitable London foundation that aims at helping underprivileged children around the world.

Andrew Li

Andrew Yimou Li is Head of State Street Associates APAC, the partnership between State Street Global Markets and renowned academics at Harvard, MIT, and Boston College, dedicated to delivering insights derived from differentiated datasets and bespoke portfolio construction, risk management and investment strategy research to help institutional investors enhance investment performance and manage risk.

Andrew’s research focuses on leveraging quantitative models and machine learning to tackle investment challenges. Andrew works closely with institutional clients to deliver his research through practical applications, advisory projects, and thought leadership publications. Andrew has presented quantitative research globally at conferences, published articles in the Journal of Financial Data Science, and led the development of State Street Associates’ machine learning applications and tools.

Andrew received his Bachelor of Science in Applied Mathematics and Economics from Brown University and Master of Finance from MIT. Andrew is a Chartered Financial Analyst.

Natalie Lo

Natalie joined State Street Global Advisors (SSGA) in 2018, and is responsible for the execution of their Japanese and Korean books of Equity business, as well as regional listed Futures and Options. She leads the desk’s Algo Wheel development and analysis. Prior to joining SSGA, she was a trader at Robeco in Hong Kong from 2013 to 2018, covering all APAC markets. Natalie started her career in the industry as a management trainee and later worked as an Equity Salestrader at CLSA Limited. Natalie holds an MSc in Finance from the University of Leicester, as well as a Bachelor degree from the Chinese University of Hong Kong.

Edward Mangles

Edward Mangles has helped support The FIX Trading Community’s Asia Pacific committee for over 20 years, playing a key role in promoting institutional trading standards and FIX adoption across the region, and facilitating cross-industry collaboration. In March 2009, Edward was appointed Asia Pacific Regional Director for the FIX Trading Community, and works closely with the buyside, sellside, regulator, exchange and technology provider members of the institutional trading community to support efficient trading.

Kevin Rideout

As Managing Director and Co-Head of Sales & Marketing for Hong Kong Exchanges and Clearing Limited, Kevin is principally responsible for global relationship management, marketing and market development.

Kevin joined HKEX in April 2015 from Citigroup, where he served as Head of Wholesale Execution Services, Asia and was Chief Spokesman on the implementation of Stock Connect in Hong Kong. Prior to this, he was based in London for Citigroup as the Global Head of Market Infrastructures and HFT Clearing Group.

Prior to joining Citigroup, Kevin spent 10 years at Thomson Reuters. He held various positions in Thomson Reuters, including Regional Manager Hong Kong, Regional Director Japan and Korea, Managing Director Asia in Singapore and Managing Director - Global Head of Relationship Management and Sales in London for Omgeo (DTCC) division.

Kevin holds a Bsc (Hons) Environmental Chemistry from the University of Hertfordshire.

Brian Roberts

Brian is Managing Director, Head of Equities Product Development. In this capacity, Brian oversees the development and management of HKEX’s equities products, focusing on market development, client engagement and investor education.

Brian joined in 2015 bringing over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.

Kent Rossiter

Kent joined Allianz Global Investors 25 years ago as Head of Regional Asia Pacific Trading and is based in Hong Kong, one of Allianz Global Investors three main multi-asset global trading desks. AllianzGI has assets under management of EUR 533b (as of 4Q2023).

From 1996 until 1999, Kent was a Deputy General Manager of Asian Equity Sales at Nikko Securities. Prior to that, he was the Head of Japan Desk, Asian Equities at Sun Hung Kai Investment Services both in Hong Kong and Tokyo and has over 30 years investment experience.

Currently, or in the past Kent has been active as a Speaker, Panelist, Member, or on the Advisory Boards of various groups including FTSE Asia Pacific Regional Committee, Institutional Investors’ International Trader Forum (ITF) & Asia TraderForum (ATF) events, & WBR’s TradeTech Asia, and the FIX Protocol Organization (FPL) as well as having served on OMGEO Asia’s Advisory Board. Kent has a BA in Business & Economics/Int’l Business from Western Washington University, U.S.A., and an MBA from the University of Hull, U.K.

Rebecca Sin

Ms. Sin is a Senior ETF Analyst at Bloomberg. In this role she writes research, articles, and featured stories about ETFs for the Bloomberg terminal and Bloomberg.com.

Ms. Sin has a wealth of experience. She was previously the Head of Equities, Asia Pacific at Tradeweb and Head of Commerzbank ETF Sales and Trading for Asia Pacific. She was responsible for ETFs, equity futures/options and convertible bonds. She enjoys educating clients with respect to the entire Equities spectrum ranging from executions to driving the growth of the business.

Ms. Sin’s career has been spent in London, Tokyo and Hong Kong, and she has experience working as a portfolio manager, market maker and synthetic equity trader. She has worked for numerous banks including Deutsche Bank, Barclays Capital and Commerzbank.

Ms. Sin earned a Bachelor of Science degree from Brigham Young University majoring in Mechanical Engineering and minoring in Mathematics. She recently won Best in Fintech Award by Women in Finance Asia and Women in ETF Award. She is the co-chair of Asia’ Women in Exchange Traded Funds (WE), co-chair of Women in Finance Asia’ Mentor Mentee Program (WiFA), on the board of directors for Young Investor Society (YIS) and Women in Finance and Investment Networks. She is passionate about gender diversity and equality. In her spare time, she enjoys playing football and cooking as she is a certified cuisine and pastry chef from Alain Ducasse's Culinary School in Paris.

Thomas Taw

Thomas Taw Head of the APAC Investment Strategy team for BlackRock. Tom is responsible for delivering investment trade ideas and market insights across index and alpha strategies within the Global Product Solutions group. The research his team produces, anchored in product implementation ideas, spans tactical to strategic investment horizons, structural drivers such as the net-zero transition, as well as breadth of views across precision exposures. His team also drives content strategy for GPS APAC. Tom works with clients across segments, including Wealth, Asset Management, Family Offices and Institutional. He is an investment voice for the firm externally, commenting on market views and industry trends on broadcast and print media including Bloomberg, FT, Reuters, Channel News Asia, Ausbiz TV, MoneyFM and others. Prior to joining BlackRock in 2014, Mr. Taw worked in roles at Macquarie and Nomura in equity sales, trading and execution, covering clients across the hedge fund, asset management, and institutional client landscapes; responsible for trading pan-Asian equities. Mr. Taw holds a Bachelor of Sciences Degree in Business from the University of Warwick.

Gary Tiu

Gary has more than 20 years of experience as a corporate legal counsel, specialising in regulatory affairs and financial products. Prior to joining OSL Group, Gary served as General Counsel for Yunfeng Financial Group and Asia Head of Legal and Compliance for Cantor Fitzgerald and BGC Partners. Earlier in his career, Gary specialised in structured derivatives, private equity and managed investment products at Macquarie Group and CITIC Capital. Gary also currently serves as General Counsel for Reorient Group. He holds a Bachelor of Laws and a Bachelor of Arts from the University of New South Wales.

Vince Turcotte

Vince Turcotte is the Business Development Lead for Capital Markets for the Asia Pacific region at Chainlink Labs. He also is global co-Chair of the FIX Digital Assets & Technology committee. Vince has more than two decades of experience at exchanges, broker-dealers and futures commission merchants (FCMs). Operating out of Hong Kong, he is building on the firm’s regional presence, expanding the client base in Hong Kong, Singapore, and South East Asia. Prior to joining Chainlink, Vince worked with trade surveillance firm Eventus, served Director, Asia Pacific, for Intercontinental Exchange (ICE), and as Managing Director, Asia Pacific & Japan for Exchange Traded Derivatives for Nomura International.

From 1995 to 2011, Turcotte held senior production and sales management positions at Newedge Group as well as global banks UBS and JPMorgan Chase in London, Tokyo, Hong Kong and Singapore. He previously held Vice President and Director roles at several brokerage firms after starting his career as a booth clerk and runner on the Chicago Mercantile Exchange trading floor.

Turcotte earned a Bachelor of Arts degree in English from Western Michigan University in Kalamazoo and an MBA from DePaul University in Chicago, graduating Cum Laude.

Cat Turley

Over the last 20 years, Cat has established a reputation as an expert in the use of data and analytics for algorithmic trading, trading performance analysis and market microstructure analysis. ExeQution Analytics designs and delivers innovative analytic platforms that provide bespoke client analysis, enable enhanced clarity on the impact of trading decisions and identify actionable insights to improve trading outcomes.

Clare Witts

Clare Witts is APAC Co-Chair of the FIX Trading Community, having actively supported the organization for many years across different working groups and sub-committees. She is Head of APAC Market Structure at J.P. Morgan, working with clients and across the bank’s equity trading desks. Her role includes assessing the impact of regulatory and policy trends and analysing how that affects the microstructure of the equity markets and improving trading outcomes. Clare has worked in Asia for over 15 years in a variety of roles that help combine big picture trends with actionable trading insights. As well as over 10 years working in electronic trading at investment banks and agency brokers, she has worked in cross-industry functions as the Asia Chair for Quorum 15, the think tank for buy and sellside heads of trading; and as Director of Government and Regulator Relations at CFA Institute representing key topics for the investment management industry to regional policymakers.