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Speakers
Margaret Franklin, CFA
CFA Institute
President and CEO
Margaret Franklin leads CFA Institute in promoting the highest standards of education, ethics, and excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of industry experience.
Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada.
She is a founding member of the CFA Institute Women in Investment Initiative and sits on its Future of Finance content council. Margaret holds a bachelor’s degree in administration in economics from McMaster University, Ontario.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Welcome and Opening Remarks: Think Beyond the Horizon
Paul Andrews
CFA Institute
Managing Director, Research, Advocacy, & Standards
Paul oversees the strategic direction and leadership of the research, advocacy, and standards function at CFA Institute. In his role, he seeks to position the organisation as an innovator and thought leader in investment management.
Before joining CFA Institute, Paul served as Secretary-General of the International Organization of Securities Commissions (IOSCO) and was Vice President and Managing Director of International Affairs at the Financial Industry Regulatory Authority (FINRA). In addition, Paul has worked in private legal practice. He is a graduate of the Catholic University School of Law and Villanova University.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Welcome and Opening Remarks: Think Beyond the Horizon
Dr. Ma Jun
Co-Chairman of the G20 Sustainable Finance Working Group
Chairman & President of Hong Kong Green Finance Association
Dr. Ma Jun is a leader in green and sustainable finance. He currently serves as the sustainable finance special adviser to the United Nations Environment Programme. During his tenure as Chief Economist of the Research Bureau of the People's Bank of China, Dr. Ma Jun also led the drafting of the Guidance of Green Finance in China. Before this, he was Chief Economist at Deutsche Bank. Dr. Ma Jun has published more than a dozen books and multiple articles on monetary policy, environmental economics, and green finance. He holds a master’s degree in management from Fudan University and has a PhD in economics from Georgetown University.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Fireside Chat: Progress in Greening the Financial System—Lessons Learned and Looking Forward
Mary Leung, CFA
CFA Institute
Head of Advocacy, Asia-Pacific
Mary is responsible for developing thought-leadership research and policy positions that support the mission of CFA Institute. Her 20-year career spans the corporate finance, wealth management, and fund management spheres, from which she has gained a deep understanding of the financial services industry. Mary graduated from Peterhouse, Cambridge, with a degree in engineering. She is a CFA charterholder and speaks English, Putonghua, and Cantonese.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Fireside Chat: Progress in Greening the Financial System—Lessons Learned and Looking Forward
Arnout van Rijn
Robeco
Chief Investment Officer, Asia Pacific
Arnout van Rijn is CIO Asia Pacific and a fund manager at Robeco Asia-Pacific Equities and Robeco Asian Stars Equities. With over 25 years of experience in the asset-management industry, he has held various positions in Robeco's investment department, covering European, Asian, US, and emerging-market equities. Before joining Robeco, Arnout headed up the fund desk at Rabo Investment Management in Hong Kong. Arnout holds a master's degree in business economics from Erasmus University, Rotterdam. He is also registered with the Dutch Securities Institute and a member of the Listing Committee of The Stock Exchange of Hong Kong.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: Climate Change Risk – Action for Investment Stakeholders
Chitra Hepburn
MSCI
Managing Director and Head of ESG, APAC
Based in Singapore, Chitra is MSCI’s Head of APAC ESG. She is responsible for the company’s ESG research division across the region.
Before joining MSCI, Chitra specialised in corporate development focusing on cleantech investments in China. She also spent 15 years working in the investment banking sector, where her roles included project-finance management for the green energy sector.
Chitra has lived and worked in 10 countries across Asia Pacific, as well as Europe, and holds a master’s degree in environmental economics from the London School of Economics.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: Climate Change Risk – Action for Investment Stakeholders
Kenneth Hui
Hong Kong Monetary Authority (HKMA)
Head of Market Development
Kenneth Hui is in charge of the HKMA’s efforts to enhance Hong Kong's competitiveness as an international financial centre. Prior to joining the HKMA, Ken was a senior manager at the Investment Products Division of the Hong Kong Securities and Futures Commission (SFC), specialising in regulatory policies on retail funds and innovative retail investment products. During his time at the SFC, Ken was seconded to the Secretariat of the International Organization of Securities Commissions, where he was responsible for global OTC derivatives reforms.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: Climate Change Risk – Action for Investment Stakeholders
Satoshi Ikeda
Financial Services Agency, the Government of Japan (JFSA)
Chief Sustainable Finance Officer
In March 2019, the Financial Services Agency of Japan appointed Satoshi Ikeda to the newly created position of Chief Sustainable Finance Officer (CSFO), to plan and coordinate on the promotion of sustainable finance domestically and globally. As Japan’s first CSFO, Mr. Ikeda covers a wide range of issues concerning sustainable finance including TCFD disclosures in Japan by business corporations and financial institutions. He currently serves as Co-chair of the Workstream on ESG Data and Ratings of the IOSCO Sustainability Taskforce as well as Co-chair of the Working Group on Sustainability Disclosure of the IPSF.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: Climate Change Risk – Action for Investment Stakeholders
Jason Norman Lee
Temasek
Managing Director, Head of Regulatory and Compliance
Jason has more than 20 years of experience providing legal and regulatory advice across global financial markets. His specialities include complex derivatives, carbon trading, financial regulation, technology and data, commodities, and private equity. Jason’s career has seen him lead and manage restructurings, workouts, regulatory investigations, and compliance programs. In addition, he has spearheaded regulatory-change programmes across diverse business areas and geographies. Jason is qualified in four jurisdictions and has held positions at leading financial institutions in London, Singapore, and Sydney.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: Global and Regional ESG Regulations and Standards – Implications for the Financial Services Industry
Michael Salvatico
S&P Global Sustainable1
Head of ESG Business Development APAC
Michael has spent the past decade providing sustainable solutions to investors, banks, corporates, regulators, governments, and academics. Before joining S&P Global Sustainable1, he led the Asia- Pacific ESG business development team at Trucost, also part of S&P Global. Michael regularly presents at events and is involved in ESG-focused initiatives, including the ASFI Technical Working Group and PRI Fixed Income Working Group. He holds a master’s degree in applied finance and investment from the Securities Institute of Australia and a bachelor’s degree in commerce from the University of New South Wales.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: Global and Regional ESG Regulations and Standards – Implications for the Financial Services Industry
Claudia Gollmeier, CFA
Managing Director (Singapore) & Senior Investment Officer, Colchester Global Investors
PRI Chair of Sovereign Debt Advisory Committee
As a Senior Investment Officer, Claudia manages global and emerging bond portfolios. She also conducts ongoing economic and ESG research. Before joining Colchester, Claudia held positions at UBS Reality investors and was a portfolio manager at Western Asset Management.
Claudia also chairs the PRI Sovereign Debt Advisory Committee, having previously been a PRI Fixed Income Advisory Committee member and chaired the PRI Sovereign Working Group. She is a member of the CFA UK ESG Working Group, which developed the first professional ESG qualification. In addition, Claudia sits on the CFA Institute ESG Verification Subcommittee.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: Global and Regional ESG Regulations and Standards – Implications for the Financial Services Industry
Amar Gill
BlackRock
Managing Director and Head of Investment Stewardship in APAC
Amar joined BlackRock in 2018 after 22 years with CLSA, a regional industry leader for independent equities research, where he rose to become Head of Asia Research. Amar is a pioneer in regional corporate governance research, writing nine reports for CLSA between 2001 and 2014 in collaboration with the Asian Corporate Governance Association (ACGA). He graduated with first class honours in philosophy, politics and economics, and did a master’s in philosophy majoring in ethics at Oxford University. He is presently on the Asia advisory group of Climate Action 100+, as well as the Young Investors Society.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: The Pandemic’s Impact on Shareholder Activism
Nicholas Allen
Link Asset Management Limited
Chairman and Independent Non-Executive Director
Along with his duties at Link Asset Management, Nicholas is an independent non-executive director at CLP Holdings, Hong Kong Exchanges and Clearing, and Mordril Properties. Following his retirement as a partner at PricewaterhouseCoopers in 2007, Nicholas served as an independent non-executive director at Hysan Development Company, Lenovo Group, and VinaLand. Nicholas holds a bachelor’s degree in economics and social studies from the University of Manchester. He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Hong Kong Institute of Certified Public Accountants.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: The Pandemic’s Impact on Shareholder Activism
Sivananth Ramachandran, CFA
CFA Institute
Director of Capital Markets Policy, India
Siva has 14 years’ experience in financial services. He worked at Morningstar, leading its global index product development team and serving as spokesperson for sustainability. Before that, he worked at MSCI, where he co-authored research papers on small-cap investing and portfolio construction. At CFA Institute, he advocates policy positions on issues impacting Indian capital markets. Siva has an MBA from the Indian Institute of Management, Lucknow. He holds the CFA, CIFM, and (PRM), as well as the Fundamentals of Sustainability Accounting (FSA) credential provided by Sustainability Accounting Standards Board.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Panel Discussion: The Pandemic’s Impact on Shareholder Activism
Shelagh Whitley
Principles for Responsible Investment
Chief Sustainability Officer
Shelagh leads PRI’s programmes on Environmental, Social and Governance issues, and sustainability outcomes. Previously, Shelagh was Head of the Climate and Energy Programme at the Overseas Development Institute, where she led research on fossil fuel subsidies, green fiscal policy, and private climate finance. Shelagh has also worked in private sector and civil society organisations such as Camco and The Climate Group. She has a master’s degree in international environmental policy & finance from the Fletcher School at Tufts University in the US, and a BSc in biology and international development studies from Canada’s Dalhousie University.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Keynote and Fireside Chat: SDG Investing
Mohamed Rozani Osman
Senior Financial Sector Specialist
World Bank
Mohamed Rozani Osman works in the Finance, Competitiveness, and Innovation Global Practice of the World Bank in Kuala Lumpur. He currently focuses on sustainable finance, Islamic finance, disaster risk finance, capital markets, financial sector development, and financial stability monitoring in East Asia Pacific. Mr Osman has 18 years of investment experience, including 10 years as Head of Treasury and Liquidity Management at Khazanah Nasional Berhad, the sovereign investment fund of Malaysia. He has an MBA from Cornell University and a bachelor’s degree in electrical engineering from the University of Virginia.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
10 February
Keynote and Fireside Chat: SDG Investing
Mark Delaney, CFA
AustralianSuper
Deputy Chief Executive Officer and Chief Investment Officer
Mark Delaney was appointed Chief Investment Officer and Deputy Chief Executive Officer of AustralianSuper in July 2006. He is now responsible for investing close to AU$230 billion of retirement savings. With over 20 years of financial-market experience, Mark was previously the Head of Investments then CEO at STA. He has also held senior positions with AXA and the Federal Treasury. Mark holds a bachelor’s degree in economics and is a Chartered Financial Analyst. In addition, he is a director of the IFM investment advisory board and the Vice Chair of the Pacific Pension & Investment Institute.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Managing Pension Funds for Sustainable Long-Term Return
Na Li, CFA
CFA Society Beijing
Board Member
Na Li has 16 years of experience in China’s pension investment industry. She has also participated in projects for the Macro Department of the Development Research Center of the State Council and China Social Insurance Association, focusing on issues such as local government debt and the supervisory mechanism of pension fund investing. From December 2018 to May 2020, she served as a Member of the Continuing Professional Development (CPD) Design Council, and since July 2020 has been a Member of the ESG technical committee for CFA Institute. She holds a bachelor’s degree in economics and a master’s degree in Finance from Beijing Normal University.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Managing Pension Funds for Sustainable Long-Term Return
Renuka Sane
National Institute of Public Finance & Policy
Associate Professor
Renuka specialities include household finance, credit and bankruptcy, and pensions, as well as consumer protection in finance and the regulatory state. She is currently a member of the Pension Advisory Committee of India’s Pension Fund Regulatory Development Authority. Also, she sits on the personal insolvency working group of the Insolvency and Bankruptcy Board of India. Previously, Renuka worked with the individual insolvency research team at the Bankruptcy Legislative Reforms Commission. Renuka has a PhD in economics from the University of New South Wales and holds a master’s degree in economics from Mumbai University.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Managing Pension Funds for Sustainable Long-Term Return
Janet Li, CFA
Mercer
Partner, Wealth Business Leader, Asia
Janet Li oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia. In her role, she leads and drives strategic growth to the business as well as its operations and implementations. Ms. Li has vast experience working with institutional clients across a wide range of retirement and investment services and a diverse range of asset classes. She was named as the Pensions Woman of the Year by the Asia Asset Management 2020 Best of the Best Awards. Ms. Li graduated with Bachelor Degree of Economics and Finance from The University of Hong Kong.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Managing Pension Funds for Sustainable Long-Term Return
Herald van der Linde, CFA
HSBC
Head of Equity Strategy, Asia Pacific
Herald joined HSBC in 2005, having gained 20 years of experience in various roles, including stock analyst, equity strategist and head of research in Indonesia, South Africa, and Taiwan. He is a Chartered Financial Analyst (CFA), speaks seven languages, and has an MSc in economics, for which he wrote a thesis at Indonesia’s central bank in Jakarta in 1993. He sits on the advisory committee for the China Studies programmes at Hong Kong’s Baptist University and is the author of Jakarta: History of a Misunderstood City, published in 2020.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Trends and Changes in Capital Markets Formation
Mohamed Nasser Ismail
SGX
Senior Vice President
Nasser is Global Head of Equity Capital Markets at SGX and is responsible for attracting companies to list on either the SGX Mainboard or Catalist platforms. Nasser also spearheads various capital-market policy and platform initiatives. Before this, Nasser led the SGX Issuer Regulation Unit, where he oversaw the review of listing applications and monitored the ongoing compliance of listed companies. Earlier in his career, Nasser served as a Deputy Public Prosecutor at the Attorney-General’s Chambers. He is currently a board member of Enterprise Singapore and an appeals board member of the Islamic Religious Council.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Trends and Changes in Capital Markets Formation
Daryl Liew, CFA
REYL Singapore
Chief Investment Officer
Daryl Liew is in charge of managing the investment portfolios for REYL's Singapore-based clients and providing Asian coverage for REYL & CIE's private banking investment team based in Geneva. Prior to REYL, Daryl was Chief Investment Strategist at Providend, a Singapore Independent Financial Advisory firm. He received the Bachelor of Law degree from the National University of Singapore and was subsequently called to the Singapore bar. Daryl completed his MBA, majoring in Finance, from the Asian Institute of Management in the Philippines. Daryl is a CFA Ethics trainer and co-chairs the Advocacy Committee of CFA Society Singapore.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Trends and Changes in Capital Markets Formation
Jennifer Tan, FCCA
Chairman, ACCA Hong Kong
CEO, Alipay Financial Services (HK)
As well as being AlipayHK CEO, Jennifer is also an Executive Vice President for Ant Group, where she is in charge of formulating and implementing strategy and government development plans for the group’s business in the Greater Bay Area. Before joining AlipayHK, Jennifer gained extensive senior management experience with various Fortune 500 multinational corporations and global conglomerates, including 20 years at Hutchison Telecommunications (Hong Kong), where she rose to become COO. Jennifer is a qualified accountant and holds a master’s degree in business administration.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Co-hosted with ACCA: Fireside Chat: Future of the FinTech Eco-System
Dr. Alan Lok, CFA
CFA Institute
Director, Ethics Education
Dr Lok is responsible for nurturing the adoption of CFA Institute ethics and standards, as well as policy positions on ethical conduct and culture-related issues.
Before joining CFA Institute, Dr Lok was the senior investment manager of a Chinese solar-energy conglomerate. He also served as the adjunct head of two modules in Nanyang Technological University and was a module leader for universities in Hong Kong SAR, Mainland China, and Singapore.
He graduated with a degree in electrical & electronic engineering from the Nanyang Technological University in Singapore. Subsequently, he went on to read his MBA at the University of Manchester.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Co-hosted with ACCA: Fireside Chat: Future of the FinTech Eco-System
Valentijn van Nieuwenhuijzen
NN Investment Partners
Chief Investment Officer
Valentijn van Nieuwenhuijzen was appointed Chief Investment Officer of NN Investment Partners in 2017. His career with the firm started in 1999 when he joined ING, gaining substantial experience in the financial services industry. Prior to becoming CIO at NN, Valentijn was Head of Strategy within Multi-Asset at NN IP from 2010 to 2013. From 2013 to 2017, he held the role of Chief Strategist and Head of Multi-Asset. Valentijn is a key spokesperson for the company, appearing frequently at client events and in the media. Valentijn earned an MSc in economics from the University of Amsterdam in 1998.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Investment Management Professional of the Future
Larry Cao, CFA
CFA Institute
Senior Director of Industry Research
Larry conducts original research for CFA Institute, with a focus on investment industry trends and investment expertise. His current interests include multi-asset strategies and fintech. Larry started his career at the People’s Bank of China as a US-dollar fixed-income portfolio manager, and has also worked at HSBC, Munder Capital Management, and Morningstar/Ibbotson Associates. He has more than 20 years’ experience in the investment industry and frequently speaks at conferences as well as to media such as Bloomberg, CNN, and the Financial Times. He pursued graduate studies at Harvard University and was a visiting scholar at MIT.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Panel Discussion: Investment Management Professional of the Future
Nick Pollard
CFA Institute
Managing Director, Asia-Pacific
Nick joined CFA Institute in 2016. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates moving through credentialling programmes and working with institutional partners throughout the region. Before joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group after earning his BA from University College, London.
Event
APAC – Virtual
10-11 February 2022
Sessions
-
11 February
Day 2 Closing Remarks