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Page 1: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also
Page 2: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Event Details 活動詳情

Date 日期Friday, 21 June, 20192019年 6月 21日(星期五)

Time 時間13:15 – 18:00下午 1時 15分至下午 6時

Venue 地點Convention Hall, 1/F Hong Kong Convention & Exhibition Centre (HKCEC)1 Expo Drive, Wanchai, Hong Kong (Harbour Road Entrance)香港灣仔博覽道一號(港灣道入口)

香港會議展覽中心 1樓會議廳

Language 語言English (Simultaneous interpretation to Cantonese and Mandarin will be provided)英語(將有廣東話及普通話同步傳譯)

Dress Code 衣著Business Attire 商務服裝

Page 3: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

13:15 – 14:00 Registration 登記

14:00 – 14:05 Welcome Address歡迎辭

Ms. Amy Lo, Co-head UBS Wealth Management Asia Pacific, Country Head and Chief Executive, UBS Hong Kong Branch, Group Managing Director 盧彩雲女士 , 瑞銀財富管理亞太區聯席主席、瑞銀香港區主管及行政總裁、集團董事總經理

14:05 – 14:15 Featured Keynote開幕主題演講

Speaker 演講嘉賓 :Mr. John Emerson, Vice Chairman, Capital Group International, Inc.John Emerson先生 , 資本集團副主席

14:15 – 14:30 Fireside Chat開幕對談

Speaker 演講嘉賓 :Mr. John Emerson, Vice Chairman, Capital Group International, Inc.John Emerson先生 , 資本集團副主席

Moderator 主持人 : Mr. Mark H. Haefele, Global Chief Investment Officer, UBS Global Wealth ManagementMark H. Haefele先生 , 瑞銀財富管理全球首席投資總監

14:30 – 14:45 Global Market Overview全球市場外觀展望

Speaker 演講嘉賓 :Mr. Mark H. Haefele, Global Chief Investment Officer, UBS Global Wealth ManagementMark H. Haefele先生 , 瑞銀財富管理全球首席投資總監

14:45 – 15:00 APAC Market Outlook亞太區市場外觀展望

Speaker 演講嘉賓 :Ms. Min Lan Tan, Head Chief Investment Office APAC, UBS Global Wealth Management陳敏蘭女士 , 瑞銀財富管理亞太區首席投資總監及投資總監辦公室主管

15:00 – 15:10 Greater China Market Outlook大中華區市場外觀展望

Speaker 演講嘉賓 :Dr. Yifan Hu, Regional Chief Investment Officer and Chief China Economist, UBS Global Wealth Management胡一帆博士, 瑞銀財富管理投資總監辦公室亞太區投資總監及首席中國經濟學家

15:10 – 15:20 UBS Wealth Way

Speaker 演講嘉賓 :Dr. Christian Raubach, Head, Client Strategy Office, Asia Pacific, UBS Global Wealth ManagementChristian Raubach博士, 瑞銀財富管理客戶策略辦公室亞太區主管

Program議程 *Agenda is subject to change(議程將隨時作出更改)

Page 4: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

15:20 – 15:50 Navigating the Investment Landscape – Grow & Protect攻守有度,穩中求勝

Panelists論壇嘉賓 : Mr. Michael Baldinger, Head of Sustainable & Impact Investing, UBS Asset ManagementMichael Baldinger先生 , 瑞銀資產管理可持續投資總監

Dr. Mischa Eckart, UBS Head Investment Products & Services, CIS, APAC, UBS Global Wealth Management Mischa Eckart博士, 瑞銀財富管理投資產品及服務部客戶投資專家亞太區主管

Mr. Alfred T. Murata, Portfolio Manager, Mortgage Credit, PIMCOAlfred T. Murata先生 , PIMCO新港灘辦事處按揭信貸投資組合經理

Guest Moderator 客席主持人 :Mr. Eric Tang鄧樹勳先生

15:50 – 16:35Language: Mandarin語言:普通話

A Deep-Dive into the Greater Bay Area粵港澳大灣區深度遊

Panelists 論壇嘉賓 :Dr. Cao Zhongxiong, Executive Director of New Economy Research Center (Shenzhen), China Development Institute 曹鐘雄博士, 中國(深圳)綜合開發研究院新經濟研究所執行所長

Ms. Wendy M. Liu, Head of China Strategy, UBS Investment Bank劉鳴鏑女士, 瑞銀投資研究中國策略主管

Mr. John Siu, Managing Director, Hong Kong, Cushman & Wakefield, Convener of the China Business Platform and the Guangdong | Hong Kong | Macau Greater Bay Business Platform, Cushman & Wakefield 蕭亮輝先生 , 戴德梁行香港公司香港董事總經理及戴德梁行「中國業務平台」和「粵港澳 大灣區服務平台」召集人

Moderator 主持人 : Dr. Yifan Hu, Regional Chief Investment Officer and Chief China Economist, UBS Global Wealth Management胡一帆博士, 瑞銀財富管理投資總監辦公室亞太區投資總監及首席中國經濟學家

16:35 – 17:20Language: Cantonese語言:廣東話

GBA: Startups Accelerator推進大灣區初創企業發展潛力

Speakers 演講嘉賓 :Mr. Leo Chiu, Chairman, Investment Committee, Smart City Consortium趙敬賢先生 , 智慧城市聯盟投資委員會主席

Professor Ronald Li, CEO & Founder, Novoheart Limited李登偉教授 , 再心生物科技有限公司首席執行官及聯合創始人

Ms. Crystal Pang, Co-Founder and CEO, Pickupp彭子楓女士, Pickupp聯合創始人及首席執行官

Ms. Winnie Wong, Chief Financial Officer, We Doctor GBA黃慧茹女士, 微醫大灣區首席財務官

Moderator 主持人 :Mr. Angus Chan, Asia Gaming & Conglomerates Analyst, UBS Investment Bank陳志立先生 , 瑞銀投資銀行亞洲博彩業及綜合性企業分析師

17:20 – 18:00 Cocktail Reception雞尾酒會

Page 5: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Event Host會議主辦人

Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also Country Head and Chief Executive of UBS Hong Kong Branch, and a Group Managing Director. Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of Ultra High Net Worth in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.

Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the Hong Kong Private Wealth Management Association (PWMA), is a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau, and a member of the Exchange Fund Advisory Committee Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority.

A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong, and an Advisor of the Industrial Consulting Committee at the HongKong X, a tech start-up platform aim at promotion of innovations among young entrepreneurs.

Amy received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in promoting the growth and development of the wealth management industry, and for her drive in building UBS as a corporate citizen in Hong Kong. She was also named by a top-tier Chinese media, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in 2017. She is a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children, globally.

盧彩雲女士 (Amy) 是瑞銀財富管理大中華區主席及主管,及 瑞銀香港區主管兼瑞銀集團董事總經理。Amy在財富管理行業有超過 30 年的經驗,自 1995 年加入瑞銀,曾擔任多個高層 管理職位,包括超高淨值客戶亞太區主管,負責建立及發展 業務,現時瑞銀財富管理已成為服務超高淨值客戶的地區 領袖。

Amy 積極領導香港財富管理行業的發展,除了擔任香港私人財富管理公會的主席外,Amy 是香港教育局銀行專業培訓諮詢委員會委員,以及香港金融管理局外匯基金諮詢委員會轄下的金融基建委員會委員。

Amy 致力於推動大中華區的青年教育與科技創新。她為香港 大學校董,及工商管理碩士課程顧問委員會的成員,以及香港中文大學社工系顧問委員會成員。此外,她亦為香

港 X 科技 創業平臺的工業諮詢委員會顧問,促進初創企業的發展。於 2017年,她被中國著名媒體第一財經選為未來 20 年帶領香港走在創新的最前沿,推動經濟發展的 20人之一。不僅如此,Amy是瑞銀慈善基金會 (UBS Optimus Foundation) 的董事會成員,該組織為獨立的環球資助基金會,宗旨是改善全球兒童的教育及福利。

Ms. Amy LoCo-head UBS Wealth Management Asia Pacific, Country Head and Chief Executive, UBS Hong Kong Branch, Group Managing Director

盧彩雲女士瑞銀財富管理亞太區 聯席主席、 瑞銀香港區 主管及行政總裁、 集團董事總經理

Page 6: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

John Emerson serves as Vice Chairman of Capital Group International, Inc. He has 18 years of industry experience, all with Capital Group. He most recently served as the United States ambassador to the Federal Republic of Germany. In 2015, John was awarded the State Department's Susan M. Cobb Award for Exemplary Diplomatic Service, which is given annually to one non-career ambassador, and in 2017 he was awarded the CIA Medal and the U.S. Navy's Distinguished Public Service award. Prior to accepting the ambassadorial posting, John was president of Private Client Services for the Capital Group Companies. Before joining Capital, he was deputy assistant to President Clinton where he coordinated his economic conferences, served as the president's liaison to the nation's governors, and led the administration's efforts to obtain congressional approval of the GATT Uruguay Round Agreement and the extension of China's MFN trading status. Before that, John served as Los Angeles Chief Deputy City Attorney, and was a partner in the law firm of Manatt, Phelps, Rothenberg, and Phillips. Additionally, he was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. John holds an honorary doctor of laws degree from Hamilton College, a juris doctorate degree from the University of Chicago and a bachelor's degree in philosophy from Hamilton College. John is based in Los Angeles.

John Emerson 現為 Capital Group International,Inc.副主席,在本集團積累了 18 年的投資從業經驗。加入本集團前,他獲派出任美國駐德國大使。John曾獲多個獎項, 如 2015 年獲國務院頒授 Susan M. Cobb 獎,表揚他出色的外交工作,該獎項每年 會頒發給一名非職業大使。2017年,他獲頒中央情報局獎章及美國 海軍傑出公共服務獎。在出任駐德國大使前,John 是 Capital Group Companies 私人客戶服務團隊總裁。而在加入資本集團前,他曾擔任前美國總統克林頓的副助理,負責協調經濟會議, 亦是總統與各州長之間的聯絡官。此外,John曾領導團隊,協助華府取得國會批准 關貿總協定烏拉圭回合協議和擴大中國最惠國待遇貿易協定。John 亦曾出任洛杉磯 首席副 檢察官,並且是 Manatt,Phelps,Rothenberg,and Phillips 律師事務所的 合夥人。在奧巴馬出任總統的年代,他獲委任為 貿易政策顧問小組的成員。John 分別 是漢密爾頓學院法律榮譽博士,芝加哥大學法學博士和漢密爾頓學院哲學學士。 他目前在洛杉磯任職。

Mr. John EmersonVice Chairman, Capital Group International, Inc.

John Emerson先生資本集團副主席

Keynote Speaker主講嘉賓

Page 7: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Mark Haefele is the Global Chief Investment Officer of UBS Global Wealth Management and the Chair of the UBS Global Investment Committee. In this capacity, Mark oversees the investment policy and strategy for approximately USD 2 trillion in invested assets.

Mark joined UBS as Head of Investment, CIO WM when the CIO office was founded in 2011.

Before joining UBS, Mark was the co-founder and co-fund manager at Sonic Capital. He also served as a Managing Director at Matrix Capital Management.

A former lecturer and acting dean at Harvard University, Mark is a frequent contributor to numerous financial media, including CNBC, Bloomberg and the WSJ.

Mark received a BA from Princeton, and both an MA and PhD from Harvard University. As a Fulbright Scholar, he also received an MA from the Australian National University.

Mark Haefele先生現任瑞銀財富管理全球首席投資總監,並為瑞銀全球投資委員會成員 之一,負責監督約 2兆美元資產的投資策略。

Haefele先生於 2011年,即瑞銀財富管理投資總監辦公室(CIO)成立當年加入瑞銀, 任 CIO投資主管。

加入瑞銀之前,Haefele先生是 Sonic Capital的聯合創始人及聯席基金經理。他還在Matrix Capital Management擔任過董事總經理。

此前 Haefele先生於哈佛大學擔任講師及代理院長。他經常在 CNBC、彭博、《華爾街日報》等全球知名財經媒體發表文章及評論。

Haefele先生擁有普林斯頓大學學士學位以及哈佛大學碩士和博士學位。他還獲選傅爾布萊特學者(Fulbright Scholar),取得澳洲國立大學碩士學位。

Mr. Mark H. HaefeleGlobal Chief Investment Officer, UBS Global Wealth Management

Mark H. Haefele先生瑞銀財富管理全球首席 投資總監

UBS House View瑞銀觀點

Page 8: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Ms. Min Lan TanHead Chief Investment Office APAC, UBS Global Wealth Management

陳敏蘭女士瑞銀財富管理亞太區首席投資總監及投資總監 辦公室主管

Tan Min Lan is the Head of the Asia Pacific Investment Office at UBS Global Wealth Management Chief Investment Office, since July 2013. She serves as a member of the Global Investment Committee, Emerging Market Investment Committee and Asia Investment Committee, which formulate the regional and global UBS House View.

Prior to joining UBS Global Wealth Management, Min Lan spent eleven years with the UBS Investment Bank where she held a number of senior appointments. From 2002-2012, Min Lan was the Head of Research and Strategist at UBS Securities Singapore. Over this period, Min Lan was ranked a top analyst in Asia across major institutional investor surveys, including being named the Number 1 analyst in Singapore by Asiamoney for ten straight years. From 2006, she was concurrently appointed the Head of Equities for Singapore, with oversight of research, sales, trading and execution, prime brokerage and exchange traded derivatives. In 2012, Min Lan was made the Global Head of FICC Macro Strategy Research, where she was in charge of teams covering global asset allocation, global emerging markets, fixed income, FX and credit research.

Before joining UBS, Min Lan worked as a senior economist with the Econometric Modelling unit at the Monetary Authority of Singapore, as well as an economist and strategist at Merrill Lynch covering the Asian equities markets.

Min Lan holds a Bachelor in Accountancy (Hons) from the National University of Singapore and is a CFA charter holder. She sits on the Board of Trustees of the Singapore University of Technology and Design (SUTD).

陳敏蘭是瑞銀財富管理亞太區首席投資總監及投資總監辦公室 主管。她的主要職責包括領導亞太區投資總監辦公室、監督投資組合表現,以及確保瑞銀機構觀點在亞太地區能有效

進行溝通等。

陳女士是全球、新興市場及亞洲投資委員會的成員,這兩個部門負責制定瑞銀在全球的機

構觀點。

在此前的 11年間,陳女士在瑞銀投資銀行擔任多個高級職銜,包括固定收益、貨幣及大宗商品宏觀策略研究全球主管、 新加坡股票兼研究主管及策略師。2002-2012年期間,陳女士連續 10年經 Asiamoney評為排名第一的新加坡分析師。加入瑞銀前,陳女士曾在美林擔任經濟師和策略師,側重於亞洲股票市場。

進入金融服務行業之前,陳女士在新加坡金融管理局的經濟計量模型建構單位任高級經濟

師。她擁有新加坡國立大學的會計系學士學位和特許金融分析師(CFA)資格。陳女士同時也是新加坡科技設計大學董事會的成員。

Page 9: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Dr. Yifan HuRegional Chief Investment Officer and Chief China Economist, UBS Global Wealth Management

胡一帆博士 瑞銀財富管理投資總監 辦公室亞太區投資總監及首席中國經濟學家

Dr Yifan Hu joins us as Regional Chief Investment Officer & Chief China Economist. She is based in Hong Kong, and serves as a member of the CIO Asia Investment Committee as well as the CIO Emerging Markets Investment Committee. Working alongside the investment teams globally and in Asia Pacific, Yifan is helping shape CIO's macroeconomic and investment views on China.

Yifan has held several Chief Economist positions since 2007, most recently at Haitong International where she was tasked with leading H-share equity research. Prior to this role, Yifan worked as a Chief Economist at CITIC Securities, China Economist at France's Natixis, and China Strategist at Merrill Lynch. Her views and columns can be found in leading financial media.

Prior to that, Yifan was an Assistant Professor at the School of Business and Economics at the University of Hong Kong and published extensively in the international and Chinese academic journals. Yifan has considerable experiences in research and consulting, and served in various prestigious organizations including the World Bank and The Peterson Institute for International Economics (PIIE) in Washington D.C.

Yifan received her Ph.D in Economics from Georgetown University and B.S. in Economics from Zhejiang University.

胡一帆博士於 2015 年 11月加入瑞銀,擔任財富管理亞太區 投資總監及中國首席經濟學家。她也是 CIO亞洲投資委員會以及 CIO 新興市場投資委員會的成員。她將與全球以及亞太投資團隊一起構建中國經濟與投資觀點。

胡博士自 2007年以來在多家金融機構擔任過首席經濟學家 一職。加入瑞銀之前,她在海通國際任首席經濟學家及研究部主管,帶領研究團隊覆蓋 H 股研究。此前她在中信證券任首席經濟學家,在法國法盛銀行任中國經濟學家,以及美銀美林亞洲任中國策

略分析師。她的觀點和專欄經常見於諸大財經 媒體。

在此之前,胡博士在香港大學經濟與金融學院任助理教授,期間她在國際及中國國內學

術期刊上發表了大量論文。她在研究和諮詢方面有豐富經驗,曾在美國華盛頓的世界銀

行與彼得森國際經濟研究所等知名機構任職。

胡博士擁有美國喬治城大學經濟學博士學位,中國浙江大學經濟學學士學位。

Page 10: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Listed in alphabetical order by last name依嘉賓姓氏順序排列

Mr. Michael BaldingerHead of Sustainable & Impact Investing, UBS Asset Management

Michael Baldinger先生瑞銀資產管理可持續投資 總監

Speakers / Panelists演講/論壇嘉賓

Michael joined UBS Asset Management (UBS-AM) as Head of Sustainable and Impact Investing (SI) in 2016. In this role, he is responsible for establishing a world-class Sustainable and Impact Investing business across asset classes.

At UBS-AM, Michael leads a team of investment professionals focused on research and stewardship, client solutions and business strategy.

Michael chairs the SI Management Committee which oversees the sustainable practices across the UBS-AM business and ensures coordination with the UBS Group Strategy for sustainable investing. He represents UBS Group as a Board Member of Swiss Sustainable Finance.

Michael has a wealth of experience, with 30 years in the financial services industry and a decade as a sustainability investor.

Before joining UBS, Michael served as CEO and Chairman of the Executive Committee at RobecoSAM from 2011 to 2016. He joined the firm in 2009.

Prior to RobecoSAM, Michael was a Managing Director at Credit Suisse Asset Management, where he was Head of Distribution for the Americas from 2005 to 2008. Michael also held Equity Sales roles at Bear Stearns and Deutsche Bank from 1996 to 2005.

Michael began his career at Credit Suisse/CS First Boston in 1986 in Zurich after earning a degree in Business Management from Zurich Business School. Michael also attended the Executive Programs and received his Master of Arts from Harvard Business School.

Michael holds Series 7 and 63 licenses.

Michael 於金融界工作 30年,經驗豐富,亦於可持續投資方面有 12年資歷。

Michael 於 2016年加入瑞銀資產管理,任職可持續投資總監,負責於不同資產投資類別 建立世界級之可持續投資。Michael領導專業投資團隊專注研究、組織、客戶方案及商業 策略。

Michael 亦為可持續投資管理委員會主席,監督瑞銀資產管理實踐可持續投資、並確保符合瑞銀集團之可持續投資策略。他代表瑞銀集團出任瑞士可持續金融協會 (Swiss Sustainable Finance)之董事局成員。

在此之前,Michael 於 2009年加入瑞士永續集團 (RobecoSAM),並於 2011至 2016年期間出任集團 CEO 及主席。

加入瑞士永續集團之前,Michael 于瑞信資產管理出任蕫事總經理,並于 2005至 2008年間領導美國銷售團隊。Michael亦於 1996至 2005年間於貝爾斯登 (Bear Stearns) 及德意志銀行 (Deutsche Bank)任職股票銷售。

Michael在瑞士 Zurich Business School取得商業管理學士學位後,於 1986年加入蘇黎世之瑞士信貸第一波士頓,開始其金融業生涯。其後亦在美國哈佛大學商學院完成高管課程及

文學碩士。

Michael持有美國 Series 7及 Series 63金融牌照。

Page 11: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Dr. Cao ZhongxiongExecutive Director of New Economy Research Center (Shenzhen), China Development Institute

曹鐘雄博士中國(深圳)綜合開發 研究院新經濟研究所 執行所長

Cao Zhongxiong is a holder of PhD in Economics and he is currently the Executive Director of New Economy Research Center at the China Development Institute. His research focuses include Guangdong-Hong Kong-Macao Greater Bay Area, new economy and enterprise strategic studies. He is involved in the industry planning of 'Shenzhen-Hong Kong Science & Technology Innovation Cooperation Zone', and the collaboration with Tencent on new economy research topics which include 'Developing China's World-class Bay Area through Innovation and Urban Transformation', 'Research on Developing Guangdong-Hong Kong-Macao Greater Bay Area Airport Cluster', and the shared economy.

曹鐘雄為經濟學博士。現任中國(深圳)綜合開發研究院新經濟研究所執行所長。

研究方向:主要從事粵港澳大灣區、新經濟以及企業戰略等方面的諮詢研究。參與《深港 科技創新特別合作區》(深圳方)產業規劃、參與騰訊公司合作研究《創新驅動與都市轉型

打造中國的世界級灣區》、《粵港澳大灣區機場群協同發展研究》,共享經濟等新經濟領域

研究等。

Page 12: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Mr. Angus ChanAsia Gaming & Conglomerates Analyst, UBS Investment Bank 陳志立先生瑞銀投資銀行亞洲博彩業及綜合性企業分析師

Angus works in equity research in UBS investment bank, covering Asia Gaming and Conglomerates sector as analyst. Prior to joining UBS in 2011, he worked in equity research in Sanford Bernstein where he worked for over three years in both London and Hong Kong. Angus qualified as a Chartered Accountant at Ernst & Young in London. He holds a MEng (1st Class) in Aeronautical Engineering from Imperial College London.

Angus於 2011年加入瑞銀投資銀行從事股票研究工作,為亞洲博彩業及綜合性企業分析 師。加入瑞銀之前,Angus於盛博 (Sanford Berstein) 從事股票研究,曾於倫敦和香港工作 超過三年。Angus於倫敦安永會計師事務所 (Ernst & Young) 取得特許會計師資格,並擁 有倫敦帝國理工學院航空工程碩士一等學位。

Page 13: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Mr. Leo ChiuChairman, Investment Committee, Smart City Consortium

趙敬賢先生智慧城市聯盟投資 委員會主席

Leo Chiu is a hands-on practitioner and a tech savvy entrepreneur. After completing secondary education in Hong Kong, Leo fought his way into Stanford University, graduating with a M.S. degree in Management Science and Technology (aka Operations Research & Engineering Economics), one of the specialized fields out of the STEM discipline.

After graduation, Leo was recruited into Morgan Stanley New York office. Finding out wall street is not his cup of tea, Leo came back to Stanford and started his STEM career in Silicon Valley.

The last 4 big data/AI startups Leo served as core contributor all lead to successful IPO or M&A, with a combined market valuation of over US$1B.

Leo is currently the venture partner of the Spike Ventures (a venture fund for Stanford University Alumni), focusing on blockchain, AI and big data related ventures. Meanwhile, he is coaching the youths and young adults in the greater bay area of China on the topic of innovation driven entrepreneurship via various mentorship programs and the mainstream media as public speaker and lecturer.

趙敬賢是一位具有多年實戰經驗的創業導師和高科技顧問,畢業於斯坦福大學,獲運籌學

與工程經濟學碩士學位。畢業後被招聘到摩根士丹利紐約辦事處工作。發現華爾街並不是

他的最愛,回到斯坦福大學,開始了他在矽谷的創業生涯。

過往趙敬賢所參與,創辦和合辦的四家初創科技公司,均獲成功上市或併購,其市場估值合

計超過十億美元。

趙敬賢目前是斯坦福大學校友基金的風險投資合夥人,主攻區塊鏈,人工智慧和大數據項目,

同時也在政府和私營機構擔任初創企業的策略計劃和指導工作,並在香港主流媒體作演講

嘉賓和講師,全力協助粵港澳大灣區的青年和年輕人以雙創方式 (創新和創業 ) 來創造社會價值,提升我國人民創新研發的創業精神。

Page 14: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Dr. Mischa EckartUBS Head Investment Products & Services, CIS, APAC, UBS Global Wealth Management

Mischa Eckart博士瑞銀財富管理投資產品及服務部客戶投資專家 亞太區主管

Mischa Eckart joined UBS in 2006 in Zurich. Since joining, Mischa has held positions in Zurich, Tokyo and in Singapore. He is currently responsible for the Client Investment Specialist team who partners with Wealth Management UHNW and HNW client advisors on portfolio distribution and reviews. Prior to his current role, Mischa held various roles in the Sales and Content Distribution space, ultimately heading the Sales Management function for the Asia Pacific region. He started his career in management consulting and moved on to head a distribution team at a domestic cooperative bank in Switzerland. Mischa is a graduate of the University of St. Gallen, Switzerland where he obtained a Masters degree. After gaining some work experience Mischa went back part-time to his alma mater to pursue a doctorate in Corporate Governance. Mischa is also a holder of the Alternative Investment Analyst charter (CAIA).

Mischa Eckart於 2006年在蘇黎世加入瑞銀集團,曾於蘇黎世、東京和新加坡工作。他目前負責為客戶投資專家團隊與財富管理部門的超高淨值和高淨值客戶顧問合作,為客戶進

行資產配置和檢視。擔任此職務之前,Mischa在分銷和投資平台及解決方案業務領域上 擔任過不少職務,最終成為亞太區銷售部門主管。Mischa的職業生涯始於管理顧問,及後 於瑞士一家本地合作銀行擔任分銷業務主管。Mischa畢業於瑞士聖加倫大學,擁有碩士 學位。在投身銀行界工作後,Mischa返回母校兼職修讀企業管治博士學位。Mischa同時 是另類投資分析師特許 (CAIA) 資格持有人。

Page 15: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Professor Ronald LiCEO & Founder, Novoheart Limited

李登偉教授再心生物科技有限公司 首席執行官及聯合創始人

Ronald Li is CEO & Founder of Novoheart, a biotech company dual listed on the Toronto Stock Exchange and Frankfurt Stock Exchange with locations in Vancouver, B.C., Irvine, California & Hong Kong, and Professor & Director of Ming Wai Lau Centre for Reparative Medicine, Karolinska Institutet (KI), Hong Kong. KI is the home of Nobel Assembly responsible for selecting laureates in Medicine & Physiology. Ron graduated from U of Waterloo and U of Toronto. In 1998, he joined the Johns Hopkins University (JHU) as a fellow in Cardiac Electrophysiology, and was subsequently promoted to Assistant Professor. While at JHU, Prof Li was a 2-time recipient of the Top Young Faculty Award, Top Prize for Young Investigator and Top Postdoctoral Fellow of JHU, 1st Prize Young Investigator Award from the Heart Rhythm Society, and Career Development Award from the Cardiac Arrhythmias Research & Education Foundation. In light of California's USD3-billion stem cell initiative, Professor Li was recruited to become a tenured Associate Professor at the U of California, Davis where he founded and led the Human Embryonic Stem Cell Consortium. He later joined the Icahn School of Medicine at Mount Sinai in Manhattan as Professor and Co-Director of the Section of Cardiovascular Cell & Tissue Engineering. During 2010-15, Prof. Li was the Founding Director of the Stem Cell & Regenerative Medicine Consortium at HKU. In 2015, he received the Spirit of HK Innovating for Good Award by the South China Morning Post. With over 150 publications, Professor Li's group was the first in the world to generate genetically engineered human heart cells and, more recently, the first human "mini-heart" with accolades such as the Best Study of 2005 and Ground-breaking Study of 2006 by the American Heart Association, Distinguished Visiting Professorship at U of Toronto Lewar Heart Center, Distinguished Alumnus of U of Waterloo, etc. On the translational end, his inventions have led to several spin-outs in the U.S. and H.K., including Novoheart and Xellera.

李登偉教授是再心生物科技的首席執行官及創始人。再心是一間跨國生物技術公司, 在多倫多和法蘭克福證券交易所上市,並在溫哥華、加州和香港設有辦公室及研究所。 李教授同時兼任瑞典卡羅琳醫學院劉鳴煒復修醫學中心的總監。卡羅琳是負責選擇 醫學和生理學諾貝爾獎獲得者 .李教授畢業於加拿大滑鐵盧大學及多倫多大學,1998年 加入美國約翰霍普金斯大學醫學院,隨後晉升為心臟助理教授,並獲得多項榮譽,包括 兩次最佳青年教授獎、青年研究員一等獎以及第一博士後研究員、美國心律協會的青年 研究員大獎以及心律失常研究與教育基金的職業發展獎,等。因為加州政府的三十億美

元幹細胞計劃,李教授被加州大學戴維斯分校聘為終身副教授,創辦人類胚胎幹細胞 中心。其後加入紐約西奈山醫學院主管心血管細胞與組織工程部門。在 2010-2015, 李教授擔任香港大學幹細胞及再生醫學研究中心的創始總監。於 2015年,獲得南華 早報頒發香港精神:優秀創新獎。李教授曾發表超過 150篇論文,製造世界首個人工 心臟細胞及首個微型人類心臟,並獲得多個獎項,包括美國心臟協會年度最佳基礎研 究及年度開創性研究、多倫多大學心臟中心傑出客座教授、滑鐵盧大學傑出校友等。 在轉化方面,因為李教授的發明而成立了美國和香港的幾家初創企業,其中包括再心 生物科技及 Xellera Therapeutics。

Page 16: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Ms. Wendy M. LiuHead of China Strategy, UBS Investment Bank

劉鳴鏑女士瑞銀投資研究中國策略 主管

Wendy joined UBS in November 2018 as Head of China strategy. Previously, she was head of China equity research and chief equity strategist for Greater China at Nomura (2012-2018) and Head of China research and equity strategist at ABN AMOR/RBS (2007 to 2012). Wendy spent nine years in sellside and buyside fundamental research, M&A, and cash equity trading in New York and HK before working on China equity strategy research. Examples of her prior notable calls include downgrading MSCI-China on April 19th 2015, overweight smartphone/internet proxies in Dec 2016, and gradually trimming exposure to smartphone/internet proxies from 4Q2017 to 1Q2018.

劉鳴鏑女士於 2018年 11月加盟瑞銀,擔任投資研究中國策略主管。在加入瑞銀之前,她分別於 2012至 2018年間擔任野村證券中國股票研究部主管及大中華區首席股票策略師,以及於 2007至 2012年間在蘇格蘭皇家銀行及荷蘭銀行擔任中國研究部主管及中國股票策略師。劉女士在專注研究中國股票策略之前,曾累積長達九年時間分別在美國紐約和香港

從事研究賣方和買方基礎研究、併購、以及股票交易。劉女士過去曾多次發表報告準確預測

股市走勢,當中包括於 2015年 4月19日下調MSCI中國指數投資評級、2016年 12月建議增持手機及網絡設備股、並於 2017年第四季至 2018年第一季建議逐步減持手機及網絡設備股。

Page 17: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Mr. Alfred T. MurataPortfolio Manager, Mortgage Credit, PIMCO

Alfred T. Murata先生PIMCO新港灘辦事處 按揭信貸投資組合經理

Mr. Murata is a managing director and portfolio manager in the Newport Beach office, managing income-oriented, multi-sector credit, opportunistic and securitized strategies. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013. Prior to joining PIMCO in 2001, he researched and implemented exotic equity and interest rate derivatives at Nikko Financial Technologies. He has 19 years of investment experience and holds a Ph.D. in engineering-economic systems and operations research from Stanford University. He also earned a J.D. from Stanford Law School and is a member of the State Bar of California.

Murata先生現任董事總經理兼投資組合經理,駐於新港灘辦事處,負責管理收益導向的多行業信貸、機會型及證券化策略。他獲晨星評為 2013年美國最佳固定收益基金經理。於2001年加入 PIMCO前,他任職 Nikko Financial Technologies,主責研究及落實特種股票和利率衍生工具策略。Murata先生擁有 19年投資經驗,並持有美國史丹福大學工程經濟體系與運籌學(Operations Research)博士、史丹福法學院法律博士學位,亦為加州律師公會成員。

Page 18: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Ms. Crystal PangCo-Founder and CEO, Pickupp

彭子楓女士Pickupp聯合創始人及 首席執行官

Crystal Pang is the Co-founder & CEO of Pickupp, a technology platform focused on logistics optimization and supply chain management, providing affordable cross-border or intra-city solutions for 3PL, e-commerce and retailers.

Prior to Pickupp, Crystal gained expertise scaling platform & driving growth as a Senior Operations Manager at Uber (2014-2016). She acquired critical product development experience from Chinascope Financials, a Shanghai-based fintech startup where she served as Deputy CEO (2012-2013), and from MathWorks, where she served as Software Engineer (2004-2006) focusing on optimization algorithms for fixed income and currency hedging in Boston.

Crystal was a former investment banker at BofA Merrill Lynch (2008-2012) and Credit Suisse (2007) with extensive cross-border M&A and capital markets experience.

Crystal holds a BS in Electrical Engineering and MS in Biomedical Engineering from the University of Michigan, Ann Arbor.

Crystal Pang是 Pickupp的聯合創始人及首席執行官。Pickupp是一家專注為 3PL、電子商務和零售商提供跨境或城市內物流優化的平臺。

創立 Pickupp前 Crystal擔任 Uber香港高級經理 (2014-2016),專注推動平台生態及高增 長運營。2012-2013年於一家上海金融科技初創企業 Chinascope Financials擔任副首席 執行官,負責產品研發管理。

Crystal擁有 5年投資銀行經驗,分別於美銀美林 (2008-2012)和瑞士信貸 (2006-2007) 負責能源行業覆蓋,具廣泛跨國併購和資本市場募資經驗。

2004-2006年於美國波士頓加入MathWorks擔任軟體工程師,負責固定收益和貨幣對沖產品的開發及優化演算法。

Crystal畢業於美國密西根大學,並擁有電子工程學士學位和生物醫學工程碩士學位。

Page 19: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Christian Raubach joined UBS in 2016 and is currently the Chief of Staff for UBS Global Wealth Management Asia Pacific and the Client Strategy Officer for UBS Global Wealth Management Asia Pacific.

Prior to UBS, Christian Raubach was a Partner at McKinsey & Company in the Asia Pacific region and has worked in their Greater China, Korea and Japan Office. His clients included local and global Financial Institutions as well as Asian family conglomerates.

Christian Raubach has also worked at Wegelin Asset Management, a boutique Private Bank and asset manager where he co-led the institutional business line (Pension funds, Endowments, Foundations, and Sovereign Wealth Funds).

He holds a doctorate degree in Finance from the University of St.Gallen, Switzerland.

Christian Raubach於 2016年加入瑞銀,目前擔任瑞銀財富管理亞太區辦公室主任及瑞銀財富管理客戶策略辦公室亞太區主管。

在加入瑞銀之前,Christian Raubach是麥肯錫公司亞太區的合夥人,曾在大中華區、南韓和日本辦公室工作。他的客戶涵蓋本地和國際性金融機構、以及亞洲家族企業集團等。

Christian Raubach亦曾効力於瑞士私人銀行及Wegelin資產管理,負責領導公司開發機構客戶業務,當中包括養老基金、捐贈基金、基金會以及主權財富基金。

Christian Raubach擁有瑞士聖加倫大學金融學博士學位。

Dr. Christian RaubachHead, Client Strategy Office, Asia Pacific, UBS Global Wealth Management

Christian Raubach博士瑞銀財富管理客戶策略 辦公室亞太區主管

Page 20: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Mr. John SiuManaging Director, Hong Kong, Cushman & Wakefield,Convener of the China Business Platform and the Guangdong | Hong Kong | Macau Greater Bay Business Platform, Cushman & Wakefield

蕭亮輝先生戴德梁行香港公司 香港董事總經理及戴德梁行「中國業務 平台」和「粵港澳大灣區服務平台」召集人

John Siu is responsible for managing Cushman & Wakefield's Hong Kong Office which provides a full range of real estate transaction, consultancy and management services to our clients. He is also the convener of the China Business Platform and the Guangdong | Hong Kong | Macau Greater Bay Business Platform of Cushman & Wakefield.

John also currently serves as the Co-chairman of the China Business Committee of The American Chamber of Commerce Hong Kong and a member of the Real Estate & Infrastructure Committee of The Hong Kong General Chamber of Commerce.

With over 30 years of industry experience, John's expertise include tenant representation & strategies in the office, industrial/logistics and data centre sectors; landlord advisory for Grade-A office developments; and corporate occupier account management. His expertise has made him a resource for interviews by Hong Kong and international media.

蕭亮輝先生負責戴德梁行香港公司的整體營運及業務發展,他和他的團隊為香港的客戶 提供全方位的專業房地產代理、諮詢及管理服務。同時,他也是戴德梁行「中國業務平台」

和「粵港澳大灣區服務平台」的召集人。

蕭亮輝先生也活躍參與香港商會組織的事務,他現時為香港美國商會中國事務委員會聯席

主席及香港總商會地產及基建委員會成員。

蕭亮輝先生擁有超過 30年的房地產經驗,當中以交易諮詢服務為主,當中包括在香港 和中國華南地區代表跨國企業洽談大型商廈、工廈及資料中心等租務事宜並提供相關 的專業策略建議;為香港甲級商廈開發商提供市場推廣、諮詢及代理服務;以及為亞太地區

的跨國公司提供企業房地產諮詢及管理服務。蕭亮輝先生也經常就香港的房地產議題接受

媒體訪問。

Page 21: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

Winnie Wong is the Chief Financial Officer of We Doctor GBA, a subsidiary of WeDoctor Group that leads the business opportunities in the Greater Bay Area and international space.

Winnie started her career with Credit Suisse as an investment banking analyst. She has since become a seasoned investor with over 14 years of experience managing a variety of investment strategies. Throughout her career, she has built extensive experience analyzing companies that span across a wide range of industries. Prior to joining WeDoctor, Winnie held roles as Director and Senior Portfolio Manager at Harvest Global, Investment Director at the Proprietary Trading Desk at Royal Bank of Canada and Special Situations Group at Warburg Pincus.

Winnie holds a Master of Engineering Degree in Engineering and Financial Management, and Bachelor of Science Degree in Civil Engineering from Cornell University, and is a CFA Charterholder.

黃慧茹小姐現任微醫大灣區的首席財務官。微醫大灣區為 微醫集團的子公司,專注於拓展微醫的業務到大灣區以及國際領域。

黃小姐擁有超過 14年的投資經驗,曾管理過的投資業務橫跨私募及公募基金,結構性 融資以及對沖基金等策略。在加入微醫之前,黃小姐曾擔任嘉實基金的董事兼基金經理, 加拿大皇家銀行自營投資部董事,及華平投資另類投資部的投資團隊。 並曾任職於瑞信 投資銀行部,負責中國和亞洲地區的企業融資業務。

黃小姐擁有美國康奈爾大學工程碩士學位及土木工程學學士 學位,並為註冊金融分析師。

Ms. Winnie WongChief Financial Officer, We Doctor GBA

黃慧茹女士微醫大灣區首席財務官

Page 22: Event Details - UBS · Event Host 會議主辦人 Amy Lo is Co-Head of UBS Wealth Management Asia Pacific, and Chairman and Head of UBS Wealth Management Greater China. She is also

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