Speakers

Keynote Speakers


Speakers are listed in alphabetical order of their last name.

Bill Majcher

Bill Majcher began his professional career as a Eurobond trader in London. In 1985, he left to join the Royal Canadian Mounted Police (RCMP), where he embarked on a fulfilling two decade long career as a covert operative – culminating in multiple successful money laundering and financial crime prosecutions.

Bill’s lengthy law enforcement career included extensive undercover work across a broad spectrum of the capital markets, including several years as a commodity futures and options trader and broker. He also has extensive global experience as a cash commodities broker engaged in trade-based money laundering. He successfully infiltrated a major Colombian cocaine cartel at the height of their power – providing money laundering and investment services. Bill also exposed Caribbean-based banks established by the Russian mafia to facilitate all manner of criminal activities.

At one point as a covert operator, he was asked to launder discounted bonds for Libya, North Korea and Iran, which identified for the first time the degree to which offshore capital markets were compromised by blacklisted states, including criminal and terrorist organizations – all while being facilitated by third party professionals. Uniquely, Bill successfully engaged the banker who financed a global campaign that financed the single largest act of aviation terrorism prior to the tragic events of September 11, 2001.

Bill has enjoyed professional relationships in Asia since 1994, relocating to Hong Kong in 2006 to establish an international banking platform on behalf of a Hong Kong merchant bank, representing a number of Chinese state-owned and non-state owned enterprise clients engaged in overseas capital market activities. More recently, he served as an advisor to a prominent family in the GCC region.

Bill works with several private capital pools to identify direct investment opportunities and has launched several businesses, including EMIDR, a Corporate Risk firm that deploys military grade cyber technology to assist in cyber security and asset recovery operations. He continues to provide guidance and insight to select clientele on financial crime risk, sanctions and money laundering. Bill has used his unique background to develop a quantifiable Principles-Based governance program for large financial institutions. Bill very recently was invited and presented to the UK Parliament’s All Party Parliamentary Group (APPG) Cyber Security Committee in The House of Lords on the topic of “How To Bridge The Growing Cyber Trust Deficit Between China And The West”.

Eberhard Schoneburg
AI Pioneer and Advisor

Multiple award-winning scientist and entrepreneur, mathematician and former professor for industrial applications of Artificial Intelligence (AI).

He is a pioneer in AI, AGI, AAI (Alternative AI) and Artificial Life and their applications.

Some references:
    ▪ The world's first and award winning neural network compiler, global
    ▪ the first neural network based German Bund Futures forecasting system, Commerzbank, Germany
    ▪ the world's first chat bot and smart bot (multilingual) platform, global
    ▪ the world's first robo advisor for Pioneer Fund, UBS, Credit Suisse, USA
    ▪ AI based financial portfolio management system for LGT Bank, Liechtenstein
    ▪ Genetic algorithms for production planning for SAP AG's R/3 system, global
    ▪ world's first IoT implementations for Karstadt AG Media Center, Germany
    ▪ an award winning AI based chemical hazard detection system for P&G, Belgium
    ▪ AI based remission quota forecasting for Bild Zeitung, Germany
    ▪ Launched the first Artificial Life company in the world
    ▪ Developed first computerised brain model based on Artificial Life principles

Over 100 AI projects successfully implemented worldwide.

As a senior (C/Board-level) AI advisor he advised top clients around the world (among them: GFT, PwC, 3M, SAP, Pioneer Fund,Procter & Gamble, CBS, Warner Bros, Linkin Park, Axel Springer, Kloeckner Humboldt Deutz, Karstadt, Commerzbank, Hutchison 3, Vodafone, BMW, FC Bayern Munich and many others).

He is also a successful investor. He connects AI companies with investors in Asia and Europe. He has successfully launched over 20 high tech/AI companies around the globe.

M&A experience: sold some of his own companies and equity to: BEH, Karstadt AG, Procter & Gamble and 3M. IPO of one of his companies on NASDAQ with a peak market cap of approx. 400 million US$.

He gives regular key-note speeches about AI globally and has written 5 books and many research articles about AI.


Speakers


Speakers are listed in alphabetical order of their last name.

Damian Bierman
Co-Chair, Asia Pacific Technical Subcommittee, FIX Trading Community, and
Head of Asia-Pacific, Portfolio Management & Trading SBU, FactSet Research Systems

Damian Bierman is Head of Asia-Pacific for FactSet's Portfolio Management & Trading business unit. He is responsible for its day-to-day operations and oversees the teams responsible for delivering the full suite of PMT products and services across the region, including Portware EMS. Damian joined Portware in 2007, opening the firm's office in Hong Kong and establishing its presence in the region.

Damian is an active member of the FIX Trading Community, currently serving as Co-Chair of the Asia-Pacific Technical Subcommittee. He has been a mainstay of the organization's Asia-Pacific presence for the past 15 years, playing an active role in promoting the adoption of FIX across the region.

Prior to Portware, Damian ran FIX Services in APAC for NYFIX, setting up its Hong Kong office in 2004. Damian joined Javelin Technologies in New York in 2000, implementing its Appia FIX engine technology at numerous buy- and sell-side institutions globally.

Previously, Damian held a research position at Carnegie Mellon Research Institute in Pittsburgh, PA, working on the DOT-funded Driver Drowsiness Detection & Countermeasures study, as well as a study of expert landmine detection skill for the US Army.

Damian received his B.S. in Cognitive Science from Carnegie Mellon University in May 1997.

Lee Bray
Managing Director, Head of Equity Trading, Asia Pacific
J.P. Morgan Asset Management

Lee Bray, Managing Director, is the Head of Equity Trading for Asia Pacific. Lee took up his current position in 2013. Prior to relocating to Hong Kong, Lee has been instrumental in developing the trading infrastructure for equities and equity derivatives during his 13 years with the firm in London. Lee obtained a B.A. in economics and economic history from Leicester University.

Michael Corcoran
CEO
Virtu Execution Services, Asia Pacific

Michael Corcoran is the CEO of Virtu Execution Services, Asia Pacific. He joined ITG in 2002 to head the Melbourne institutional desk after 12 years at boutique Australian investment bank BBY. He began his career there in equities research, and ended as the concurrent Chief Operating Officer, Global Head of Institutional Research Sales & Sales Trading, and Head of Retail Broking. Mr. Corcoran was appointed CEO of ITG Asia Pacific in 2017. He holds a B.A. from Monash University.

Clayton Feick
Vice President, Head of Sales & Business Development, Quandl
Nasdaq

Since Nasdaq's acquisition of Quandl in December 2018, Clayton has led a team of Regional Managing Directors and Sales Directors in Toronto, New York & London driving sales and business development for Quandl, under Nasdaq's Global Information Services business unit. Since 2016, his team has focused on sourcing and distributing unique, alpha-generating, alternative data for institutional clients. With over a decade of experience in capital markets, Clayton is an entrepreneurial results-oriented leader, who is passionate about the intersection between finance and technology. He holds an MBA from the Ivey School of Business.

John Fildes
Expert Vice President
Bain & Company

John Fildes is a global executive with more than 30 years’ experience (20 of those in Asia), creating brand and shareholder value. John has been working at Bain & Company as a Senior Advisor since 2017. He advises Exchange clients on strategy, Financial Services clients on digital transformation and Private Equity clients on acquisition due diligence in capital markets technology and Fintech. John has a particular specialisation in Asian regulatory relations, with deep experience and relationships with financial market regulators and governors in Australia, Singapore, Hong Kong, Korea, India and Japan.

Prior to Bain & Company John served as CEO of Chi-X Australia, leading the countries only alternative stock exchange. His tenure as CEO at Chi-X is defined by a period of significant growth and transformation and shareholder value creation. In 4 years, the company’s market share increased by 15%. This was accomplished through customer-driven digital transformation, internal cultural change and product innovation.

Across his roles, John has developed a consistent results track record through technology innovation, disruptive product development, customer-centric change, and bringing together key industry players to effect market-wide transformation. He has been an active contributor to the Global FIX Trading Community with more than 20 years of involvement including several years as Global Co-Chair and Asia Pacific Co-Chair as well as Board positions. He is a former Board member of the Stockbrokers Association of Australia, at the time the only foreign national to be elected to this position.

John is passionate about and focused on transforming markets and the businesses that operate within them. He also has a keen interest in improving the interoperability of international liquidity pools and promoting evidence-based regulatory change.

Christopher Friese
Head of Lyxor ETF - Asia Pacific
SG Securities (HK) Limited

Christopher Friese is responsible for Société Générale’s Lyxor ETF set of products in Asia. He is based in Hong Kong since February 2017 and joined Société Générale in 2013 as Lyxor ETF Institutional Sales for Germany, Austria and Eastern Europe. He had sole responsibility for building the Lyxor ETF business in Eastern Europe and covered institutional clients in Germany and Austria. Prior to joining Société Générale, Christopher worked for Royal Bank of Scotland where he was part to the Institutional Sales team of the RBS Market Access ETF range promoting ETFs in Germany, Austria and Switzerland. Chris also worked for Barclays Global Investors and BlackRock Asset Management, where he was an essential part of the iShares Product Development Team and iShares Institutional Sales Team for Germany and Austria. He holds a Bachelor of Science in International Business Administration from RSM/ Erasmus University and a MBA degree from Munich Business School.

Swetam Gungah
Product Specialist, Research Signals
IHS Markit

At IHS Markit, Swetam Gungah is the EMEA head of the Research Signals product that provides quantitative factors, models and solutions to institutional clients worldwide. With over 10 years of experience his expertise is in business development and product management.

Prior to joining IHS Markit in 2017, he was at S&P Global as a subject matter expert in equity investment management and has worked extensively with asset managers and hedge funds on a range of topics from the principles of quantitative investment to the commercial impact of regulatory measures.

Swetam holds a Masters in Financial Mathematics from Cass Business School London and a Bachelors in Mathematical Physics from Imperial College London.

David Hood
Director, Head of iShares Global Markets and Markets Coverage AxJ and Australia
BlackRock

David Hood, Director, is head of the iShares Global Markets and Markets Coverage team for AxJ and Australia. This team seeks to protect and grow trading in iShares funds by actively monitoring and improving the ETF ecosystem, which encompasses investors, broker-dealers, market-makers, trading venues and technology providers. The team is also responsible for delivering ETF market insights, execution and trade guidance and market structure expertise to iShares clients.

David's service with the firm dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Before relocating to Hong Kong in 2013, David was a member of the Australian iShares team where he worked in iShares Global Markets responsible for Market Making and Broker Dealer relationships. Prior to that he worked in both Institutional and Retail sales for iShares.

David holds a Masters of Applied Finance from Macquarie University and a BA in Economics from the University of Sydney.

Joel Hurewitz
Managing Director, Head of Sales & Global Head of Broker Dealer Strategy and Product Development
Instinet

Joel Hurewitz is Managing Director, Head of Sales & Global Head of Broker Dealer Strategy and Product Development for Instinet. He is responsible for sales of the group to buy and sell side clients across the Asia Pacific Region as well as the broker dealer strategy globally. Joel joined Instinet in 2008 to run broker dealer sales, but in the course of his 8 years with the firm has held a number of positions including Head of Product Strategy and Head of Electronic Trading.

With 19 years equities experience in Asia, Mr. Hurewitz has been an active member, pioneer, and supporter of FIX Trading Community since the early days of electronic trading in Asia.

Prior to joining Instinet, Joel held roles within Deutsche Bank, HSBC, and CLSA where he built electronic businesses, products, and teams.

David Jenkins
Co-Chair, Asia Pacific Exchanges and Regulatory Subcommittee, FIX Trading Community, and
Head of Product APAC, Liquidnet

David Jenkins is the Head of Product Management for Liquidnet in Asia-Pacific and responsible for expansion and localisation of the Liquidnet product suite into Asia-Pacific markets, including block crossing network, equities trade desk, algos and machine learning analytics.

David has been a co-chair of the Exchanges and Regulatory Committee in APAC for the past five years and has been an active contributor towards industry standardisation and coherence across the dynamic Asia-Pacific region with FIX Trading Community for over ten years.

Previously David has held senior positions at Bloomberg, FTEN and Fidessa, with a background in leading edge software technology spanning 25 years.

David holds a B.S in Commerce/Information Technology from James Cook University which he received in 1994.

James Keeley
Business Development Manager, Asia
ASX

James is responsible for addressing client’s connectivity, data and trading requirements as well as sourcing for new business across the region.

He has than 20 years financial services experience, spanning across Europe, Hong Kong and Australia.

James is currently focused on sharing insights with clients and prospects on ASX market structure and dynamics as well increasing trading services revenue for the exchange.

Prior to ASX, James worked for RBS and on the open outcry trading floors of LIFFE (now ICE) in London and SFE (ASX) in Sydney. James holds Business and Finance qualifications from University of West of England.

Josephine Kim
Co-Chair, Asia Pacific Steering Committee, FIX Trading Community, and
Head of Execution Services Sales, Asia Pacific Equities, Bank of America Merrill Lynch

Josephine Kim is responsible for Bank of America Merrill Lynch's Equity Execution Services (EES) Sales in Asia Pacific. EES provides Direct Market Access, multi asset algorithmic strategies, analytics and execution consulting services throughout different execution channels. Josephine actively participates in industry consultations through various expert opinion editorials and events across Asia Pacific. She is also a Co-Chair of FIX Trading Community Singapore Working Group.

Rick Klink
Executive Chairman
Malta Digital Exchange Holdings p.l.c.

Rick Klink is a technology specialist with over 20 years’ experience in the Financial Services industry.

He gained a bachelor’s Degree in Electrical and Computer Systems Engineering from Monash University in Melbourne (1982-1986).

He joined Monash Infantry Regiment – Australian Army Reserve in 1983. He graduated from officer training school and received his commission in 1986.

Initial employment was with IBM Australia as a Computer Systems Engineer. Management roles followed in the engineering, consulting and sales/marketing sides of the organization, rising to Executive level. Employment was performed in both Australia and offshore locations.

He was awarded the IBM Golden Circle award in 1996, one of the highest forms of recognition within the company globally.

Rick then went on to found Paritech (2000). Paritech is a Fintech company providing trading and investing technology both in Australia and globally. Paritech was part of the development team that built Comsec’s sharetrading platform (ProTrader). Comsec is Australia’s largest StockBroker with over 1.5 million clients.

In 2005, Rick founded D2MX, an independent Australian direct execution StockBroking firm. D2MX rose to over $700 million per month in trading turnover per month. D2MX was sold to Penson Inc in 2008.

In 2009, Rick founded Bespoke Portfolio, a dealer group focusing on FinTech / RoboAdvice companies providing Managed Account services. Bespoke Portfolio now provides services to some of the largest RoboAdvice companies in Australia.

In 2013, Rick co-founded OpenMarkets, an independent Australian StockBroking firm. Rick was CEO until 2017, then moving to CTO and Executive Director role. OpenMarkets now has a turnover of approximately $4Billion per month and Assets on platform of over $1.5 billion.

In 2018, Rick and his team founded Malta Digital Exchange, a Securities Token Exchange regulated in Malta.

Christopher Lee
Co-Chair, Asia Pacific Education and Marketing Subcommittee, FIX Trading Community, and
Managing Director, Markets Division, Hong Kong Exchanges and Clearing Ltd (HKEX)

As part of the Markets Division, Chris has responsibilities for growing tighter strategic relationships with industry partners, market makers, liquidity providers, technology vendors and associations across all asset classes, and across the life cycle of a trade; from execution to settlement. From 2000 to 2014, Chris built and ran the Global Execution Services business for ABN AMRO Clearing NV as Global Head; providing infrastructure and trading services across equities, derivatives, commodities and FX. Chris has previous sales trading roles with Barclays Capital and NatWest Markets in London, and has also been Managing Director for a large independent electronic trading software vendor in the UK.

Chris was a founding trustee of a charitable London foundation; Futures For Kids, aimed at helping less fortunate kids around the world.

Matthew Lempriere
Co-Chair, Asia Pacific Education and Marketing Subcommittee, FIX Trading Community, and
Head of Asia Pacific & Middle East, BSO

Matthew Lempriere is the Head of BSO Asia Pacific & Middle East, the award-winning Global network, cloud and hosting provider for financial institutions and high-frequency trading firms that require superior infrastructure and connectivity to the world’s most dynamic marketplaces.

Prior to joining BSO, Lempriere was Global Head of the Financial Services vertical at Telstra and the Head of BT Radianz Asia Pacific.

James S. Levy
Global Head of Trading & Head of Trading Asia-Pacific
HSBC Global Asset Management

Based in Hong Kong, James is responsible for the management and oversight of the trading function working closely with the portfolio managers and traders to maximise the effectiveness of trade implementation across equities, fixed income and forex. His significant previous roles include working as a Designated Trading Representative trading Australian equities with ABN AMRO Securities and as a Senior Sales Trader at ITG. Prior to that, James was Head of Dealing, Asia-Pacific at AMP Capital Investors in Sydney. He holds a Bachelor of Economics (Honours) from La Trobe University and has attended Columbia University, Columbia Business School (Executive Education, Value Investing).

Antony Lewis
Director, Digital Assets
R3

Antony is Director of Digital Assets at R3 in Singapore.

In this role he works with partners and clients of R3 to understand the transformative nature and implications of digital assets recorded as tokens on Corda, R3’s blockchain platform.

He has been working professionally in the blockchain industry since joining itBit (now Paxos) in 2013.

Antony sits on the FinTech advisory committee for the Hong Kong Securities and Futures Commission (HK SFC).

Antony is author of “The Basics of Bitcoins and Blockchains”, an essential guide for anyone who needs to learn about cryptocurrencies, ICOs, tokens, and business blockchains. It provides a balanced and hype-free grounding in the essential concepts behind the revolutionary technology. https://amzn.to/2CJLhV5

He also writes a personal blog explaining this technology at ‪www.bitsonblocks.net‬‬‬‬‬‬‬‬‬‬‬.

Prior to bitcoins and blockchains, Antony was a technology manager at Credit Suisse in London and Singapore having started his banking career as an FX trader at Barclays Capital.

Simin Li
Vice President, Equity Trading
BlackRock

Simin Li is a member of the BlackRock Hong Kong Equity Trading Team within the Trading & Liquidity Strategies Group in Asia. She is responsible for trading equities and equity derivative products in Asian markets. Prior to joining BlackRock, Simin spent 6 years in equity derivatives at Morgan Stanley helping major global hedge funds, sovereign-wealth funds and asset managers trading options in the region. She is specialized in a variety of derivative products including swaps, vanilla options, variance as well as exotics. Simin received her post graduate degree from Tsinghua University.

Jacqueline Loh
Head of Trading - Trading
AIA Investment Management Private Limited

Jacqueline Loh PhD, leads the trading team at AIA Investment Management. In her previous role as Head of Trading- Asia at Schroders Management Investment Singapore, she was a proponent of the use of electronic trading across all asset classes to increase efficiency and transparency.

Her interests include derivatives, quantitative analytics of market trends, big data and artificial intelligence.

Jacqueline graduated with a BSc Immunology, London and MBA Finance from Cass Business School, London. Her subsequent PhD in Econometrics and Business Statistics from Monash University, Australia led to her current interest in deciphering the art and science of trading.

Edward Mangles
Regional Director, Asia Pacific
FIX Trading Community

Edward Mangles has helped support The FIX Trading Community’s Asia Pacific committee for the past 18 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.

Raj Mathur
Co-Head, Advanced Execution Services (AES), APAC
Credit Suisse

Raj Mathur is Co-Head of Credit Suisse’s Advanced Execution Services (AES) in APAC.

Raj has 20 years of experience in Electronic Trading. Based in Hong Kong for the last 12 years, Raj is responsible for managing sales, client coverage, and product development for the electronic trading platform across Asia Pacific.

Urszula McCormack
Partner
King & Wood Mallesons

Urszula McCormack is one of Asia’s leading blockchain and financial regulatory lawyers, with a focus on emerging technologies and financial crime. In 2018, she was recognised as a Financial Times Top 10 Legal Innovator of the Year.

Urszula advises global banks, custodians, regulators, multilaterals, virtual asset issuers, new DLT developers, payment providers, market makers, asset managers and other innovators on new products, compliance and licensing. In the financial crime arena, Urszula advises on digital identity, KYC utilities, AML/CTF and sanctions.

Across the spectrum, Urszula advises on privacy regulation, digital transformation and algorithmic design.

Urszula is a member of the SFC Fintech Advisory Group, Co-Chair of the Fintech Association Policy & Advocacy Committee and a member of the ASIFMA Fintech Working Group. She is admitted in Australia, England & Wales and Hong Kong, and is a Certified Anti-Money Laundering Specialist.

Alex Medana
Co-Founder & CEO
FinFabrik

Alex is the co-founder and CEO of FinFabrik, a Fintech firm headquartered in Hong Kong. FinFabrik creates financial technology to reinvent capital markets, connecting asset owners and investors to make investment opportunity accessible to anyone in the new digital asset era.

Previously, Alex had spent 17 years in various Tier 1 global financial institutions overseeing operations across diverse asset classes, client segments and business lines in Europe and APAC. He has become a serial entrepreneur and angel investor since 2015, and he has been advocating technology-driven innovation to bring forward more user-friendly financial services and broader participation.

Alex is a founding board member of Fintech Association of Hong Kong and sits on Digital Economy Task Force of the UN ESCAP Sustainable Business Network. Beyond his business acumen, Alex is a martial arts practitioner, hence the passion for simplicity and aspiration to share his knowledge have shaped him to be a sought-after mentor, advisor and speaker. He has been recognised as one of the Top 100 Fintech influencers in Asia and Top 9 in Hong Kong.

Patrick Mohr
Executive Director, Head of Execution Consulting
Instinet

Mr. Mohr spent the first two decades of his career in Tokyo working as a quantitative analyst and equity market strategist for Merrill Lynch Japan, Mizuho and Citigroup Japan. In 2011 he moved to Hong Kong and shifted his research focus to trading. At Instinet, Mr. Mohr has spearheaded big data and machine learning efforts to transform Instinet’s TCA offering from a “trade reporting” function to a “strategic consulting” process. Mr. Mohr’s primary interests lie in the application of data science principles to help clients discern signal from noise in their trading decisions. He regularly publishes reports concerning APAC microstructure topics and trading conditions in global markets. In addition to Execution Consulting role, Mohr also heads the index research team for Instinet in APAC.

Jacqueline Pang
Head of ETF Capital Markets, APAC
State Street Global Advisors

Jacqueline joined State Street Global Advisors in 2012 and she is responsible for overseeing the exchange-traded fund (ETF) Global Capital Markets group activities in APAC. Before relocating to Hong Kong, Jacqueline comes from Amundi Asset Mangement in Paris, where she ran the capital markets business and was responsible for the development of ETFs covering brokers and market makers across Europe. Jacqueline was also a product specialist for hedge funds at Amundi Alternative Investment in 2007. Prior to joining Amundi, she was an interdealer broker covering the money market and NDF desk for ICAP in Singapore. She has also worked at DBS Bank where she marketed products to private clients. She received a bachelor of science in economics and finance from RMIT University.

Chris Pigott
Senior Vice President, Head of Hong Kong ETF Services
Brown Brothers Harriman

Chris is responsible for ETF business development in Hong Kong. In addition, he manages Investor Services relationships throughout Asia.

Chris began his career with Brown Brothers Harriman (BBH) in 2005 in the Boston office. In 2014, he relocated to Hong Kong and was appointed as the Head of Greater China Service Delivery with responsibility for overseeing the Transfer Agency, Client Service, and the Global Tax functions in Hong Kong as well as Client Service in Beijing. Prior to joining BBH's Hong Kong office, he held various leadership roles within the Client Service Group in Boston focusing on developing the Firm's global service model and servicing cross border funds distributed in Europe and Asia.

Chris holds a BA degree in Business Management from Eckerd College and received an MBA from The University of Rhode Island.

Lee Porter
Head of Liquidnet Asia Pacific
Liquidnet

Based in Liquidnet’s Hong Kong office, Lee joined Liquidnet in July 2007 and now heads up Liquidnet’s Asia Pacific offices. Lee has more than two decades of industry experience, with more than half that time spent in Asia Pacific.

Prior to Liquidnet, Lee was a Director at Credit Suisse, heading up Regional Cash Equity Operations. He worked at Credit Suisse for ten years, where he held a variety of roles in Hong Kong, Singapore, London and New York, covering Relationship Management, Middle Office, Capital Markets, Settlements, Cash management and Control functions across all asset classes. Lee has also worked for Citibank, Mitsubishi Corporation Finance, and HSBC.

Kevin Rideout
Managing Director, Global Client Development
Hong Kong Exchanges and Clearing Ltd (HKEX)

Mr. Kevin Rideout joined HKEX in April 2015 as Head of the Global Client Development. He is principally responsible for the International and Mainland client relationship management and marketing services.

Mr. Rideout joined HKEX from Citigroup Global Markets where he served 5 years as Head of Wholesale Execution Services Asia. He was also Chief spokesman on the implementation of Stock Connect program launched by HKEX. Prior to this he was Global Head of Market Infrastructures based in London for 5 years where he led a global team to harness commercial arrangements with stock exchanges, clearing houses and depositories around the world. In addition he founded and led a new business group for Citigroup in clearing HFT/Prop trading business.

Prior to joining Citi, Mr. Rideout 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 the Omgeo (DTCC). Mr. Rideout holds a Bsc (Hons) Environmental Chemistry from the University of Hertfordshire UK.

Brian Roberts
Head of Exchange Traded Products
Hong Kong Exchanges and Clearing Ltd (HKEX)

As Head of Exchange Traded Products (ETPs), Brian is responsible for the development and management of HKEX’s exchange traded funds (ETFs) and leveraged and inverse (L&I) products, focusing on market development, client engagement and investor education.

Brian joined in 2015 and brings 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.

Hani Shalabi
Head of Execution Services APAC
Deutsche Bank

Hani is head of Execution Services APAC for Deutsche Bank in HK where he joined in Aug 2017. Prior to that he ran the Electronic Trading team AES at Credit Suisse for 9 years in HK covering APAC. He has also run the Electronic Trading team at UBS for Asia-ex and held a variety of technology positions at Morgan Stanley in NY, Tokyo and HK.

Hani has a degree in Physics from Johns Hopkins University and a Masters in Computer Science from NYU.

Ian Smith
Head of Securities Electronic Execution Services, Asia Pacific
Goldman Sachs

Ian is head of Securities Electronic Execution Services in Asia Pacific. He joined Goldman Sachs as a managing director in 2013.

Prior to joining the firm, Ian was head of Execution Trading in Asia Pacific at Citigroup. Previously, he held various leadership positions in AES Product and Algorithmic Development at Credit Suisse.

Ian has an MA in International Economics.

Francis So
Co-Chair, Asia Pacific Steering Committee, FIX Trading Community, and
Head of Trading Asia Pacific, BNP Paribas Asset Management

Francis So is the Head of Trading Asia Pacific for BNP Paribas Asset Management which is the multi asset centralized dealing desk. He is responsible for the overall dealing process covering the Pan Asian markets across several asset classes (equity, CBs, fixed income and listed derivatives). He has more than 20 years’ experience in trading and his previous job experience included working for Fidelity International (HK) as a senior trader and Head of Dealing with Baring Asset Management (HK).

Jeremy Son
Fixed Income Trader, Vice President
AllianceBernstein

Jeremy is a Fixed Income Trader and Vice President at AllianceBernstein based in Hong Kong, responsible for transacting credit, FX and rates products across the Asia-Pacific region. Prior to assuming the trading role, Jeremy worked as an Associate Portfolio Manager for AB's portfolios in Asia. Before joining AB, Jeremy worked as an investment banking analyst at BNP Paribas. Jeremy holds a BA (cum laude) in History from the University of California at Berkeley and an MA in History from Cornell University. Jeremy is a CFA charterholder.

Curtis Tai
Director, Asia-Pacific ETF Sales & Trading
Jane Street

Curtis joined Jane Street in 2015 to expand its ETF Sales and Trading functions to Asia-Pacific from New York and London. Prior to this, he was a Senior Vice President and ETF Specialist at CSOP Asset Management Ltd with a focus on institutional sales and client portfolio management. Curtis was also a Manager at China Asset Management (HK) Ltd (ChinaAMC), responsible for their ETFs business including Capital Markets and Institutional Sales, where he helped to launch the world’s first RQFII ETF investing into onshore China. He also worked at Yuanta SIT in Taiwan, developing international business in ETF and indexing solutions and advisory. Mr. Tai received a BSBA degree from Washington University in St Louis.

Lisa Taikitsadaporn
Member, Global Technical Committee Governance Board, FIX Trading Community, and
Technical Project Manager, FIX Trading Community, and Managing Partner, Brook Path Partners, Inc.

Ms. Taikitsadaporn has over 20 years of experience with the FIX Protocol and its use for straight-through processing, covering pre-trade, trade, post-trade, clearing and regulatory reporting across different asset classes. Since founding Brook Path Partners in 2001, she has advised her clients on using FIX beyond just orders and executions into other functional areas that FIX supports today. More recently she has been consulting on using FIX to support regulatory reporting requirements for different regimes including Dodd-Frank, and MiFID II / MiFIR reporting regimes.

Between 2012 and 2015 the Brook Path team was commissioned to work with FIX and the Futures Industry Association (FIA) members to enhance the FIX Protocol to support OTC derivatives, and worked with the FIA to submit enhancement requests for FIX to support various different aspects of Dodd-Frank reporting requirements that affects their clearing members. The Brook Path team currently is supporting their clients' and FIX Trading Community's EMEA working groups and the Global Technical Committee in their efforts to enhance FIX Protocol to support ESMA MiFID II and MiFIR reporting regimes.

Ms. Taikitsadaporn also serves as a subject matter expert in FIX's collaboration with the ISO 20022 standard. She also represents FIX Trading Community on the Accredited Standards Committee's X9D sub-committee, ISO TC68's ISO20022 Registration Management Group, TC68's Working Group 5 (Semantics Working Group), TC68/SC4's Working Group 6 (Classification of Financial Instruments (CFI) Working Group), and TC68/TAG 1 (Technical Advisory Group 1). She is also one of the liaisons representing FIX Trading Community in other standards groups such as the Object Management Group.

Ms. Taikitsadaporn earned her Master of Science in Finance from the McCallum Graduate School of Business at Bentley University in Waltham, Massachusetts, and her Bachelor of Science in Computer Science and Management Information Systems from Worcester Polytechnic Institute (WPI) in Worcester, Massachusetts.

Christine To
Head of Asian Trading, Equity Trading
T Rowe Price International Limited

Christine To is a vice president of T. Rowe Price Group, Inc. She is a vice president and director of T. Rowe Price Hong Kong Limited and a Hong Kong-based equity trader in Global Trading. She is head of the Asian Equity Trading team with a team of 5 traders trading 14 markets across Asia. Christine is an Administrative Committee member of the T. Rowe Price Associates, Inc. Brokerage Control Committee - International. Prior to joining T. Rowe Price in 1989, she was a financial/payroll administrator with McFarland Search Group in Canada. Christine earned a B.A. in administrative studies from York University. She is fluent in Cantonese and English.

Nico Torchetti
Senior Vice President, Head of Market Services, Equities & Fixed Income
Singapore Exchange Limited (SGX)

Mr. Nico Torchetti joined SGX as Head of Post Trade Services on 1 August 2013 to spearhead the strategy and manage the execution of SGX’ post trade services, before becoming Head of Market Services in February 2016, covering SGX’ services across trading and post trade.

His responsibilities include the day-to-day trading services across equity and fixed income as well as leading the building of SGX’ securities depository, The Central Depository (CDP), into a robust depository with capabilities across multiple currencies and asset classes. He also manages trading and post trade services delivered to customers ranging from retail investors to institutional customers.

Mr. Torchetti has more than 15 years’ experience in both Europe and Asia, covering front and back office management of banking and brokerage operations, including equity and derivatives trading and clearing. Prior to SGX, Mr. Torchetti served as the Global Head of Product Development for Sub-Custody and Clearing with HSBC in Hong Kong. He joined HSBC from Deutsche Bank where he led the Direct Securities Services, Hong Kong and oversaw Broker Dealer coverage for Asia. Mr. Torchetti also previously held roles at Fortis Clearing and Credit Agricole Indosuez.

Wayne Trench
Chief Executive Officer
OS Limited

Mr. Wayne Trench is the CEO of OS Limited (OSL), the leading digital asset brokerage in Asia Pacific. He oversees all of OSL’s activities including trading and brokerage operations, product development and governance. In this role, he ensures the company sets the highest standards across all aspects of the institutional digital asset investment space.

Wayne has more than 15 years of investment banking experience. Prior to joining OSL in 2018, he was the CEO of Octagon Strategy, an institutional digital asset trading platform. Before this, he held senior roles at international banks, including Head of Morgan Stanley’s Electronic Trading Coverage in Asia. Wayne previously headed electronic trading in Asia for Macquarie Bank. He has been a long-time investor and trader of digital assets.

Wayne is an experienced entrepreneur. He co-owned and ran Aspir, a diversified mineral processing technology and equipment supplier in Australia. Under his leadership, Aspir grew rapidly and was acquired by the Weir Group, a FTSE 100 company, in 2013.

Wayne is highly respected for his insights on the evolution of digital asset trading. He regularly appears as a commentator on Bloomberg Television and CNBC, among other news outlets, in addition to speaking at conferences such as Token2049.

Wayne holds an MBA from the University of Southern Queensland as well as a Bachelor of Business Management and a Graduate Certificate in Applied Finance from the University of Queensland, Australia.

Ben Valentine
Managing Director, Head of Pan Asia Electronic Execution
Citi

Ben Valentine, Managing Director, Head of Equity Electronic Execution for Pan Asia, based in Hong Kong for the past 9 years. In addition to his Electronic Execution responsibilities, Ben also oversees Citi’s Execution Advisory Services (EAS) team and along with their Multi Product Trading (MPT) execution desk. Prior to Hong Kong, Ben was based in Sydney where he ran the Citi Electronic Execution Sales desk. Over the years, Ben has played an active role in market reform, working closely with both the buy-side, sell-side and local exchanges/regulators.

Luke Waddington
CEO & Co-Founder
BlueFireAI

Luke is the CEO of BluefireAI, which is democratising AI-machine intelligence across capital markets through the delivery of data, signals and strategies that super charge human behaviours or asset understanding. Luke has 20+ years’ experience in the capital markets space, where he has taken responsibility for large regional and global business lines with some of the leading financial firms in the industry. Luke has a deep track record in business transformation and business disruption, he is currently working on AI based programs to address structural pressures in both sell side and buy side businesses.

Yixuan Wang
Head of Hong Kong Subsidiary
Shenzhen Stock Exchange

Ms. Wang Yixuan is now the Head of HK Subsidiary of Shenzhen Stock Exchange. She previously served as Deputy Director of Qianhai Business Team, Deputy Director of Research Institute since she joined Shenzhen Stock Exchange in 2001.

Ms. Wang has over 20 years of working experience in the Banking and Securities Sector. Before joining Shenzhen Stock Exchange, she worked as Deputy Chief of Statistics and Research Division at PBOC Beijing Branch. Prior to that, she was Deputy Chief, Balance of Payments Division of SAFE Beijing Branch.

Ms. Wang graduated from Tsinghua University with Bachelor’s Degree in E&E in 1991. She received her Master’s Degree and Doctoral Degree in Finance from the Gradate School of People’s Bank of China (Wu Dao Kou) in 1994 and 2001, respectively.

Angel Yang
Market Development Manager, Enterprise Solutions
Refinitiv

Angel Yang is Market Development Manager, North Asia for Refinitiv (the former Thomson Reuters Financial and Risk Business). She joined Thomson Reuters in 2012 and has held numerous sales roles in New York before moving to Hong Kong. She is responsible for designing, developing, and executing ongoing financial market and business strategy driving key growth strategies. Her focus is on emerging technology related to machine readable news, metadata, real-time and historical financial market data, and digital online solutions. She is actively involved in Women at Refinitiv and Women in Finance Asia.

Benny Yip
Vice President, Global Client Development
Hong Kong Exchanges and Clearing Ltd (HKEX)

Benny serves on the Institutional Relationship Management team in the Global Client Development department at HKEX. His main responsibility is to be the Relationship Manager between HKEX and its top Exchanges Participants, i.e., bulge bracket and tier-1 global banks and brokers (Sellside).

Benny joined HKEX in September 2015. Prior to HKEX, Benny held a similar role at CME Group in Hong Kong for 2 years. He has over 22 years of industry experience, with a majority of them being a cash equity trader across the U.S., European, and Asia markets. His trading experience includes buyside trading, sellside trading, sales trading, proprietary trading, program/algo trading, and the head of 5 different sales trading and trading desks.

Benny holds a bachelor’s degree and an MBA from New York University Stern School of Business. He grew up in New York and relocated to Hong Kong in October 2010.


More speakers to be announced soon.