The Gatekeeper Forum

WELCOME TO THE GATEKEEPER FORUM 2023

Check Out The Awards

Sustainable Investment Outcome

About the Forum

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

Meeting the Managers

Adeline Tan, FIA

Wealth Business Leader, Hong Kong, Mercer

Dr. Agnes Ky Tai

Director, Great Glory Investment Corporation

Adelian Tan, FIA

President,

Hoi Ping Ventures

Angus Choi

Partners, ESG Advisory,

KPMG

Annie Chan

Head of Investment Due Diligence, DBS Private Bank

Annie Chen

Deputy Chief Executive, China Construction Bank (Asia)

Arjan De Boer

Head of Markets and Investment Solutions, Asia CA Indosuez

Belinda Hsieh

MD, Head of Treasures Investment Product & Advisory, Consumer Banking Group & WM, DBS Bank

Belle Liang

Chief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank

Billy Wong

Senior Director, Business Proposition and Client Solution, BCT Group

Catherine Chen

Founder and CEO,

AvantFaire Group

Charlotte Hui

Partner,

PwC Hong Kong

Clement Lai

Chief of Fund Advisory, CIO and Investment Advisory, Hang Seng Bank

Colin Low

Head of Investment Research, Wealth Management Alliance

Elsa Pau

Group CEO,

The BlueOnion Group

Francesco Stadler

Director of Impact Funds & Ventures, Sustainable Finance Initiative

Joanne (Jo) Murphy

Alternative Industry Senior Executive

Jonathan Wan

Deputy Head of Retail Banking & Wealth Management Dept., ICBC (Asia)

Leo Lee

Chief Investment Officer, Grace Harmony (Hong Kong)

Leo Pui

Head of Investment Product, ICBC (Asia)

Leonie Kelly

Director, Head of Sustainable Investment Consulting, Ogier

Loretta Ng

Partner, PwC Sustainability

Michael Atkinson

Partner, Financial Services, PwC Hong Kong

Michael Au

Managing Director, District Capital

Nicholas Leun

SVP, Investment Products and Advisory Dept., Bank of East Asia

Paul Smith, CFA

CEO, Warlencourt Limited

Dr. Richard Harris

Founder & CEO, Port Shelter

Francesco Stadler

Director of Impact Funds & Ventures, Sustainable Finance Initiative

Song Sheng Harn, CFA, CIPM, CAIA

Vice President, Due Diligence and Investment Analyst, UOB Private Bank

Stephan Repkow

CEO and Founder, Wealth Management Alliance

Stephanie Choi

Sustainable and Impact Investing Strategist, UBS Global Wealth Management

Victoria Shapovalova

Manager, Risk Advisory Services - Climate & Sustainability, Deloitte

09:00 - 10:00

Transportation Sector Equity by BNY Mellon Investment Management

George Saffaye

Global Investment Strategist

Yuan MENG

Investment Specialist

09:00 - 10:00

Tech & Comm Sector Equity by Franklin Templeton

Greg Manger

Institutional Portfolio Manager

Franklin Equity Group

10:00 - 11:00

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

Ben Yuen

Chief Investment Officer

10:00 - 11:00

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

Gabriel Yu

Portfolio Manager

11:00 - 12:00

Best Equity ESG Integration by Amundi Hong Kong

Thomas Yeung

Senior Portfolio Manager

Kristy Wong

Associate Director

ESG Investment Specialist

11:00 - 12:00

Asia Fixed Income & China Fixed Income by Taikang Asset Management

Christabel ZHANG Ting

Fixed Income Investment Director

Alex Liu

Head of Fixed Income Research and Director

14:00 - 15:00

Asia Allocation Mixed Asset by Value Partners

Ricky Tang

Managing Director

Head of Client Portfolio Management

15:00 - 16:00

China Equity by BNP Paribas Asset Management

Minyue LIU

Investment Specialist

Greater China and Asia/GEM equities

15:00 - 16:00

Global Fixed Income by E Fund Management

Shaojun CAI

Senior Executive Director of Global Fixed Income Research Dept. and Senior Portfolio Manager

15:00 - 16:00

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

Sisi Liu

Senior ESG Integration Analyst

HSBC Asset Management

Vivian Tang

Responsible Investment Specialist

HSBC Asset Management

16:00 – 17:00

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

Sheng Ou Yang

Green Bond Specialist

APAC

Sheila Ter Laag

Global Head

ESG Specialists

16:00 – 17:00

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

Yi WANG

Head of Quantitative Investment

Managing Director

17:00 – 18:00

ETF ESG Integration by Amundi Hong Kong

Francois Millet

Head of Innovation

Amundi ETF, Indexing and Smart Beta

Kristy Wong

Associate Director

ESG Investment Specialist

17:00 – 18:00

Fixed Income ETF & Hong Kong ETF by CSOP Asset Management

Yi WANG

Head of Quantitative Investment

Managing Director

17:00 – 18:00

Global Equity & China Equity by Ninety One

Jen Ford

Portfolio Specialist

09:00 - 10:00

Balanced Mixed Asset by Franklin Templeton

Stephen Tung

Senior Client Portfolio Manager

FTSE Client Investment Solutions

Ian Bowden

Client Portfolio Manager

FTSE Client Investment Solutions

09:00 - 10:00

Global Fixed Income by Franklin Templeton

Katie Klingensmith

Senior Vice President

Investment Specialist

10:00 - 11:00

Flexible Mixed Asset & US Fixed Income by Amundi Hong Kong

Grégoire Durel

Director

Senior Investment Specialist

10:00 - 11:00

Best China Equity EFF Issuer & Best Hong Kong Equity EFF Issuer by Hong Kong Investment Management

Felix Lee

Head of Indexing

William Chung

Fund Manager

Indexing

11:00 - 12:00

China Income Equity by E Fund Management

Evon BJ

Portfolio Manager

H Share Strategist

11:00 - 12:00

China Equity by Hong Kong Investment Management – one of the Investment Managers of HSBC MPP

Felix Lee

Head of Indexing

William Chung

Fund Manager

Indexing

14:00 - 15:00

Global Fixed Income by RXY Mellon Investment Management

April LaBussa

Head of Fixed Income Investment Specialists

14:00 - 15:00

Conservative Mixed Asset by Fullerton Fund Management

Jaselyn Yao

PhD, MD & Deputy Head of Multi-Asset

Kylie Soh

MD & Client Portfolio Manager

14:00 - 15:00

Singapore Fixed Income by UOB Asset Management

Melvin Chan

Portfolio Manager, Vice President, Fixed Income Asia/Singapore

09:00 - 10:00

Asia Fixed Income by BEA Union Investment Management

Pheona Tsang

Fixed Income

CIO

10:00 - 11:00

Emerging Markets Fixed Income by E Fund Management

Fei WANG

Senior Portfolio Manager

10:00 - 11:00

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

Paul Ho

Senior Director

Asia Equities

09:00 - 10:00

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

Winnie Leung

Senior Fund Manager

Hong Kong Fixed Income

Himmy Chan

Senior Fund Manager

Asia Fixed Income

11:00 - 12:00

Flexible Mixed Asset by Manulife Investment Management

Paul Kalogirou

Managing Director, Head of CPM Team, Asia & Client Portfolio Manager, Multi-Asset Solutions

Eric Nietsch

Head of Sustainable Investment, Asia, Public Markets

11:00 - 12:00

Global Fixed Income & Singapore Fixed Income by Manulife Investment Management

Dylan Ngai

Managing Director

Client Portfolio Management Fixed Income

Yi-Chen Chiang

Senior Sustainable Investing Analyst

Sustainable Investing

15:00 - 16:00

Global Income Equity & Asia Income Equity by China Asset Management

Serene Cai

Director

Portfolio Manager

Michael Wang

Senior Researcher

14:00 - 15:00

Transparency by CSOP Asset Management

Qiusha ZHAN

Associate Director

ESG Specialist

16:00 – 17:00

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

Walt Lau

Multi Asset Investment Specialist

HSBC Asset Management

Vivian Tang

Responsible Investment Specialist

HSBC Asset Management

17:00 – 18:00

Asia Fixed Income by Manulife Investment Management

Jason Pang

Managing Director

Client Portfolio Management Fixed Income

Eric Nietsch

Head of Sustainable Investment Asia

Public Markets

15:00 - 16:00

US Equity by Ninety One

Joseph Knight

Portfolio Specialist

Adeline Tan, FIA

Wealth Business Leader, Hong Kong, Mercer

Dr. Agnes Ky Tai

Director, Great Glory Investment Corporation

Alexandra Tracy

President, Hoi Ping Ventures

Angus Choi

Partners, ESG Advisory, KPMG

Annie Chan

Head of Investment Due Diligence,

DBS Private Bank

Annie Chen

Deputy Chief Executive,

China Construction Bank (Asia)

Arjan De Boer

Head of Markets

and Investment Solutions,

Asia CA Indosuez

Belinda Hsieh

MD, Head of Treasures Investment Product & Advisory, Consumer Banking Group & WM, DBS Bank

Belle Liang

Chief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank

Billy Wong

Senior Director, Business Proposition and Client Solution, BCT Group

Catherine Chen

Founder and CEO,

AvantFaire Group

Charlotte Hui

Partner,

PwC Hong Kong

Clement Lai

Chief of Fund Advisory, CIO and Investment Advisory, Hang Seng Bank

Colin Low

Head of Investment Research, Wealth Management Alliance

Elsa Pau

Group CEO,

The BlueOnion Group

Francesco Stadler

Director of Impact Funds & Ventures, Sustainable Finance Initiative

Joanne (Jo) Murphy

Alternative Industry Senior

Executive

Jonathan Wan

Deputy Head of Retail Banking & Wealth Management Dept., ICBC (Asia)

Leo Lee

Chief Investment Officer,

Grace Harmony (Hong Kong)

Leo Pui

Head of Investment Product,

ICBC (Asia)

Leonie Kelly

Director, Head of Sustainable Investment Consulting, Ogier

Loretta Ng

Partner,

PwC Sustainability

Michael Atkinson

Partner, Financial Services, PwC Hong Kong

Michael Au

Managing Director, District Capital

Nicholas Leun

SVP, Investment Products and Advisory Dept., Bank of East Asia

Paul Smith, CFA

CEO,

Warlencourt Limited

Dr. Richard Harris

Founder & CEO,

Port Shelter

Serena Mak

Honorary Secretary, Board Governor,

Friends of the Earth (HK)

Song Sheng Harn, CFA, CIPM, CAIA

Vice President, Due Diligence and Investment Analyst, UOB Private Bank

Stephan Repkow

CEO and Founder, Wealth Management Alliance

Stephanie Choi

Sustainable and Impact Investing Strategist, UBS Global Wealth Management

Victoria Shapovalova

Manager, Risk Advisory Services - Climate & Sustainability, Deloitte

09:00 - 10:00

Transportation Sector Equity by BNY Mellon Investment Management

George Saffaye

Global Investment Strategist

Yuan MENG

Investment Specialist

09:00 - 10:00

Tech & Comm Sector Equity by Franklin Templeton

Greg Manger

Institutional Portfolio Manager

Franklin Equity Group

10:00 - 11:00

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

Ben Yuen

Chief Investment Officer

10:00 - 11:00

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

Gabriel Yu

Portfolio Manager

11:00 - 12:00

Best Equity ESG Integration by Amundi Hong Kong

Thomas Yeung

Senior Portfolio Manager

Kristy WONG

Associate Director

ESG Investment Specialist

11:00 - 12:00

Asia Fixed Income & China Fixed Income by Taikang Asset Management

Christabel ZHANG Ting

Fixed Income Investment Director

Alex Liu

Head of Fixed Income Research and Director

14:00 - 15:00

Asia Allocation Mixed Asset by Value Partners

Ricky Tang

Managing Director

Head of Client Portfolio Management

15:00 - 16:00

China Equity by BNP Paribas Asset Management

Minyue LIU

Investment Specialist

Greater China and Asia/GEM equities

15:00 - 16:00

Global Fixed Income by E Fund Management

Shaojun CAI

Senior Executive Director of Global Fixed Income Research Dept. and Senior Portfolio Manager

15:00 - 16:00

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

Sisi Liu

Senior ESG Integration Analyst

HSBC Asset Management

Vivian Tang

Responsible Investment Specialist

HSBC Asset Management

16:00 – 17:00

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

Sheng Ou Yang

Green Bond Specialist

APAC

Sheila Ter Laag

Global Head

ESG Specialists

16:00 – 17:00

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

Yi WANG

Head of Quantitative Investment

Managing Director

17:00 – 18:00

ETF ESG Integration by Amundi Hong Kong

Francois Millet

Head of Innovation

Amundi ETF, Indexing and Smart Beta

Kristy Wong

Associate Director

ESG Investment Specialist

17:00 – 18:00

Fixed Income ETF & Hong Kong ETF by CSOP Asset Management

Yi WANG

Head of Quantitative Investment

Managing Director

17:00 – 18:00

Global Equity & China Equity by Ninety One

Jen Ford

Portfolio Specialist

09:00 - 10:00

Balanced Mixed Asset by Franklin Templeton

Stephen Tung

Senior Client Portfolio Manager

FTSE Client Investment Solutions

Ian Bowden

Client Portfolio Manager

FTSE Client Investment Solutions

09:00 - 10:00

Global Fixed Income by Franklin Templeton

Katie Klingensmith

Senior Vice President

Investment Specialist

Ian Bowden

Client Portfolio Manager

FTSE Client Investment Solutions

10:00 - 11:00

Flexible Mixed Asset & US Fixed Income by Amundi Hong Kong

Grigorie Duraf

Director

Senior Investment Specialist

Ian Bowden

Client Portfolio Manager

FTSE Client Investment Solutions

10:00 - 11:00

Best China Equity EFF Issuer & Best Hong Kong Equity EFF Issuer by Hong Kong Investment Management

Felix Lee

Head of Indexing

William Chung

Fund Manager

Indexing

11:00 - 12:00

China Income Equity by E Fund Management

Evon BJ

Portfolio Manager

H Share Strategist

Ian Bowden

Client Portfolio Manager

FTSE Client Investment Solutions

11:00 - 12:00

China Equity by Hong Kong Investment Management – one of the Investment Managers of HSBC MPP

Felix Lee

Head of Indexing

William Chung

Fund Manager

Indexing

14:00 - 15:00

Global Fixed Income by RXY Mellon Investment Management

April LaBussa

Head of Fixed Income Investment Specialists

Ian Bowden

Client Portfolio Manager

FTSE Client Investment Solutions

14:00 - 15:00

Conservative Mixed Asset by Fullerton Fund Management

Jaselyn Yao

PhD, MD & Deputy Head of Multi-Asset

Kylie Soh

MD & Client Portfolio Manager

14:00 - 15:00

Singapore Fixed Income by UOB Asset Management

Melvin Chan

Portfolio Manager, Vice President, Fixed Income Asia/Singapore

Kylie Soh

MD & Client Portfolio Manager

09:00 - 10:00

Asia Fixed Income by BEA Union Investment Management

Pheona Tsang

Fixed Income

CIO

10:00 - 11:00

Emerging Markets Fixed Income by E Fund Management

Fei WANG

Senior Portfolio Manager

10:00 - 11:00

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

Paul Ho

Senior Director

Asia Equities

09:00 - 10:00

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

Winnie Leung

Senior Fund Manager

Hong Kong Fixed Income

Himmy Chan

Senior Fund Manager

Asia Fixed Income

11:00 - 12:00

Flexible Mixed Asset by Manulife Investment Management

Paul Kalogirou

Managing Director, Head of CPM Team, Asia & Client Portfolio Manager, Multi-Asset Solutions

Eric Nietsch

Head of Sustainable Investment, Asia, Public Markets

11:00 - 12:00

Global Fixed Income & Singapore Fixed Income by Manulife Investment Management

Managing Director

Client Portfolio Management Fixed Income

Dylan Ngai

Yi-Chen Chiang

Senior Sustainable Investing Analyst

Sustainable Investing

15:00 - 16:00

Global Income Equity & Asia Income Equity by China Asset Management

Serene Cai

Director

Portfolio Manager

Michael Wang

Senior Researcher

14:00 - 15:00

Transparency by CSOP Asset Management

Qiusha ZHAN

Associate Director

ESG Specialist

16:00 – 17:00

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

Walt Lau

Multi Asset Investment Specialist

HSBC Asset Management

Vivian Tang

Responsible Investment Specialist

HSBC Asset Management

17:00 – 18:00

Asia Fixed Income by Manulife Investment Management

Jason Pang

Managing Director

Client Portfolio Management Fixed Income

Eric Nietsch

Head of Sustainable Investment Asia

Public Markets

15:00 - 16:00

US Equity by Ninety One

Joseph Knight

Portfolio Specialist