About the event
Key takeaways from panel #1: Has the traditional asset allocation model changed and how do investors navigate volatility?
Key takeaways from fireside chat with Mr. John Tsang
Key takeaways from panel #2: Alternative Assets and their relevance in the new world
Mr. John Tsang
Born and raised in Hong Kong, John emigrated with his family to the United States when he was a Form II student at La Salle College. He continued his education at Beha Junior High School 60 and Stuyvesant High School in New York City. He studied architecture at the Massachusetts Institute of Technology, and went on to complete master degrees in Bilingual Education at Boston State College and Public Administration at the Harvard Kennedy School of Government. He worked in the Boston Public Schools as a teacher and in curriculum development.
John returned to work as an Administrative Officer in the Hong Kong Government in 1982. He took up a number of posts in commerce and finance, and served as Private Secretary to Governor Chris Patten from 1995-97.
After reunification, he was appointed as Director-General of the Economic and Trade Office in London, Commissioner of Customs and Excise, Secretary for Planning and Lands, Secretary for Commerce, Innovation and Technology,
Director of the Chief Executive’s Office and in 2007, Financial Secretary where he served until 2017. He ran for the post of Chief Executive and lost.
John is currently engaged in a number of diverse activities. He is the Founder of Esperanza, a non-profit organisation, the Vice Chairman of Ion Pacific, a financial institution that specialises in technology investments, the Senior Advisor of Bowtie, a virtual insurance company, a board member of the Greater Bay Area Homeland Investments Ltd., an advisor of Q Venture Partners, a VC firm with innovative and design capabilities, the host of a weekly music program on Commercial Radio and the fencing coach of La Salle College.
He is also serving as directors for a number of non-profit organisations, including the MIT Innovation Node, Tennis Association, the Dalton School (an international school) and Hatch (a subsidiary of Social Ventures Hong Kong that provides flexible employment for women).
John is married with two children and three grand-children.
Kelvin Tang
Kelvin Tang joined Bank of Singapore Hong Kong as the new Head of Portfolio Management and Research Office Hong Kong (PMRO HK) in July 2020. As Head of PMRO HK, Kelvin is responsible for spearheading the development of the portfolio management initiatives in Hong Kong and a member of the Bank’s Monthly Investment Committee.
Kelvin Tang has over 25 years of experience in the fund management industry, overseeing mutual funds, pension funds and private bank accounts.
Prior to joining Bank of Singapore, Kelvin was with Samsung Asset Management (HK) Limited for approximately nine years as Deputy CIO and senior portfolio manager and was responsible for overseeing research and all China-related investments. Prior to Samsung, he was the SVP and senior portfolio manager for DBS Asset Management (HK) Limited, and the Beijing representative of Changsheng Fund Management (Beijing) – a joint venue partially owned by DBS AM Singapore.
Before DBS, Kelvin was the Executive Director of Manulife Asset Management (HK) Limited, where he managed one of the largest MPF portfolios in Hong Kong.
Kelvin holds an MBA from University of Lancaster and he is a CFA holder.
Louisa Fok
Louisa Fok is China Equity Strategist of Bank of Singapore. Based in Hong Kong, Louisa works closely with the equity research team to generate Greater China investment and sector strategies as well as stock ideas.
Louisa has close to two decades of experience in equity research, portfolio strategy and asset allocation experience on Asia. Prior to joining Bank of Singapore, Louisa was with UBS Wealth Management as Executive Director in the Chief Investment Office, where she led a team that was responsible for the research coverage and the development of investment ideas related to China and Hong Kong equities. She has also worked at other leading financial institutions including First State Investment and HSBC.
Louisa holds a Master of Science in Economics and a Bachelor of Science in Economics from University of London. She is a Chartered Financial Analyst.
Gary Leung
Gary Leung is the Head of Alternative Investments & Managed Solutions of Bank of Singapore based in Hong Kong, where he is responsible for the selection, structuring and advisory of Alternative Investments, Mutual Funds, Direct Private Investments and Discretionary Investment products for the Bank’s clients in North Asia.
Gary’s experience spans across investment banking, private equity investments, private banking and asset management. He joined from BlackRock where he was a member of Alternative Investment Specialists based in Hong Kong, leading hedge fund product and business development efforts across Asia Pacific. Before that, Gary was the Head of Alternative Investments at HSBC Private Banking based in Hong Kong, covering Private equity, Hedge Funds and Real Estate investments for HNWIs across Asia. Prior to HSBC, Gary was a core investment team member of RimAsia Capital Partners, a Private Equity firm focusing on mid-market Asian companies. Gary started his career at Deutsche Bank’s Investment Banking department, focusing on M&A and IPO transactions for the Bank’s Asian corporate clients.
Gary graduated with Honours in Masters in Electrical and Electronic Engineering with Management from Imperial College London, where he participated in various roles within the student community, including the President of Electrical & Electronic Engineering Society, and was awarded the Lee Memorial Prize for excellence in academic and extra-curricular activities.
Ben Bei
Ben Bei, Director, is a Product Strategist on the Global Emerging Markets Equities Team within BlackRock's Fundamental Equity Group. Mr. Bei is also the regional representative of the Sector & Thematics strategies in Asia. Based in Hong Kong, Mr. Bei is responsible for delivering solutions from across the Fundamental Equity Platform to clients in the region.
Mr. Bei has more than fifteen years of experience in the financial industry, mostly performing macroeconomic and equity strategy research on China. Prior to joining BlackRock in May 2018, Mr. Bei worked at CIMB as Chief China Strategist and Head of Hong Kong/China Research. Prior to CIMB, Mr. Bei worked at Goldman Sachs where he was a China Strategist. Mr. Bei also held equity research role at Morgan Stanley before that.
Mr. Bei earned a BBA in Accounting with First Class Honours from Hong Kong Baptist University, and a Master of Finance from The University of Hong Kong.
Vanessa Chan
Vanessa Chan is an Investment Director for Fidelity International. She works within the investment team and with Fidelity’s Fixed Income Portfolio Managers. She has a strong focus in Asian credit market and China bond market. She is also an expert in the Asian and China High Yield market. She has in-depth knowledge in Asian Fixed Income and has spent over 18 years in Asian Fixed Income market covering both sell side, buy side and rating agencies roles. Ms Chan is a regular market commentator and appears on various international and regional media.
Ms. Chan joined Fidelity in 2017 from Fitch Ratings Hong Kong where she was a Director in the Corporates team. Prior to Fitch, she had over a decade of Debt Capital Markets and Investment Banking experiences in Hong Kong and London. At Fitch, Ms. Chan was responsible for Chinese and Hong Kong issuers, with a focus on property companies, retailers and conglomerates. Besides her credit analysis background, Vanessa has gained a long experience in investment banking, at Credit Suisse as Head of Ratings Advisory as well as at other tier-one banks such as HSBC and UBS.
Ms. Chan holds a BSc degree in Accounting and Finance from the London School of Economics and Political Science in the United Kingdom. She is fluent in English, Mandarin and Cantonese.
Tai Hui
Tai Hui, Managing Director, is the Chief Market Strategist, Asia, based in Hong Kong. With over 15 years of experience, Tai formulates and disseminates J.P. Morgan Asset Management’s view on the market, economy and investing to financial advisors and investors in the Asia region. With his knowledge and experience, he is able to explain and illustrate complex economic and financial issues in a digestible way, primarily via the Market Insights program. He also regularly appears on international and local financial media, including as a guest host on CNBC Asia, as well as Bloomberg TV and Reuters TV.
Prior to joining J.P. Morgan in 2012, Tai served as the Regional Head of Research (Asia) with Standard Chartered Bank in Singapore, covering the economic and financial development of the Asia region, and delivering his analysis to corporate and institutional clients.
Tai obtained a BA in Economics from Cambridge University and a Master of International and Public Affairs from the University of Hong Kong.
Freeman Tsang
Freeman Tsang joined Pictet Asset Management in Nov 2020 as Head of Intermediaries, Asia ex-Japan. Based in the Hong Kong offce, Freeman is responsible for developing the Pictet Asset Management fund distribution and client relationship management activities in the region.
Before joining Pictet, Freeman was Head of Wholesales Business for China (offshore), Hong Kong, Korea for Legg Mason Asset Management Hong Kong Limited (currently a wholly owned subsidiary of Franklin Resources, Inc.) in 2009, he oversaw the wholesale business for China offshore, Hong Kong and Korea. Freeman was the Business Development Vice President at Pictet in 2006 where he was responsible for wholesale business development and implementation of commercial strategies for Asia Pacific ex-Japan.
Prior to that, Freeman was Director of Business Development at Citigroup Asset Management and Sales Director at Janus Capital Group where he was responsible for developing retail and private banking businesses in Asia.
Freeman was educated in Toronto where he graduated with a Bachelor of Technology degree in Applied Computer Science from Ryerson Polytechnic University. He has 24 years of industry experience.
Erin Yam
Erin Yam is a Principal in the Private Wealth Solutions group, where she looks after the Greater China region, based in Hong Kong.
Before joining Blackstone, Ms. Yam focused on developing sales strategies for onshore China at Morgan Stanley Investment Management. Prior to Morgan Stanley, Ms. Yam was involved in the equity derivatives business at Barclays Capital and Credit Suisse.
Ms. Yam received a Master of Science in Financial Mathematics from Stanford University and a Bachelor of Mathematics in Actuarial Science and Statistics from University of Waterloo. She is a CFA charter holder and speaks fluent English, Mandarin and Cantonese.
Simon Wong
Simon Wong is the Head of Retail Sales, Greater China at Franklin Templeton Investments (Asia) Limited. Simon joined Franklin Templeton Investments in 2004 and his key responsibility is to drive the retail sales function via distribution partners, mainly financial institutions such as banks, insurance companies and Independent Financial Advisors.
Prior to joining Franklin Templeton, Simon was employed at HSBC Institutional Trust Services (Asia) Limited, where he was responsible for investment accounting for institutional clients. Simon is a Chartered Financial Analyst (CFA) Chartherholder, member of Hong Kong Institute of Certified Public Accountant and CPA Australia.
Shen Tan
Shen Tan is a Managing Director and the Head of Distribution of Lazard Asset Management (Hong Kong) Limited. He began working in the investments industry in 2000.
Prior to joining Lazard in 2018, Shen was a Managing Director responsible for the Asia ex-Japan institutional business at Capital Group and, prior to that, he was a Partner and Global Head of Sales for Income Partners Asset Management. He has a Masters of Commerce and a Bachelor of Engineering (Chemical Engineering) from the University of New South Wales.
Sharon Yang
Sharon Yang (Hong Kong) joined KKR in 2009. She is currently a member of the Global Impact team in Asia, focused on investment opportunities where financial performance and societal impact are intrinsically aligned. Previously, she was involved in the Firm’s capital raising and capital markets activities as a product specialist across private equity, growth equity and real estate, and held responsibilities across various portfolio, strategy and operating roles within KKR Asia. Prior to joining KKR, Ms. Yang was with J.P. Morgan in New York.
She holds a B.A. in Economics and Mathematics from Columbia University.