The investment environment is getting tougher. Growth is likely to slow in 2019, and so are corporate earnings, as the negative impact of trade tariffs is felt on the US and Chinese economies, and as tailwinds from US tax cuts wane. Political risks, ranging from trade disputes, to Brexit, to Italy, abound. And the world continues to use more resources in an unsustainable way.
But at the same time some of the best opportunities can present themselves amid dislocations. Inflation remains contained, interest rates are being raised in a measured way, and global consumption looks to be in strong enough shape to see us through trade, or other specific, risks.
Investors need to have a clear financial plan to deal with a more challenging environment, and earning higher returns will take more work. At the Wealth Insights 2019 titled "Turning Points", our Chief Investment Office and business and financial industry experts will give you a guide to the outlook, risks, and opportunities in the months to come to help you achieve your financial goals amid the uncertainty.
An overview of the speaker bios and the topics that will be discussed at the forum
UBS Wealth Insights LinkedIn group
The UBS Wealth Insights group on LinkedIn is designed to explore wealth management and market trends in Asia Pacific
Chairman and Head of Greater China, UBS Global Wealth Management and Country Head of UBS Hong Kong
Amy Lo is the Chairman and Head of UBS Wealth Management, Greater China, Chief Executive of UBS Hong Kong Branch, and a Group Managing Director at UBS. She has over 30 years of experience in the private banking industry and since joining the firm in 1995, she has held various senior management positions including Regional head of UHNW in Asia where she built up the UHNW practice and offering into today's position as the leading regional wealth manager for UHNW individuals.
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.
Amy is passionate in driving youth education and technological innovation in Greater China. She 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. In 2017, Amy was 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. She is also a Board Member of the UBS Optimus Foundation, the independent global grant making foundation aimed at improving the education and welfare of children globally.
Special Guest Speaker
Dr. Keyu Jin
Dr. Keyu Jin is a tenured professor of Economics at the London school of Economics. She is from Beijing, China, and holds a B.A., M.A. and Phd from Harvard University. Her research focuses on international macroeconomics and the Chinese economy. Multiple academic works have been published in the top academic journals in Economics. Outside academia, she serves as a non-executive director to Richemont Group, the second largest luxury conglomerate. She also serves on the working committee for China Banking Regulatory Committee on Fintech.
In recent years, she has focused on technology investments in China, and is a general partner at Sky9 capital, a leading venture fund in China. A columnist for Project Syndicate and Caixin Magazine, the main economics and finance magazine in China, she writes widely about the Chinese economy and global finance, and have made multiple op-ed contributions to the Financial Times. She has had prior experience at the IMF, the World Bank, the New York Fed, Goldman Sachs, as well as other financial institutions. She was named Young global leader by the World Economic Forum in 2014.
Global Chief Investment Officer
UBS Wealth Management
Mark Haefele is the Global Chief Investment Officer of UBS 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 serves on the Foundation Board of the Pension Fund of UBS.
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.
Min Lan Tan
Group Managing Director
Head Chief Investment Office APAC
UBS Global Wealth Management
Tan Min Lan is a Group Managing Director at UBS AG. Since July 2013, she is the Head of the APAC investment office at UBS Global Wealth Management. She serves on the Global Investment Committee, Emerging Market Investment Committee and Asia Investment Committee at UBS Global Wealth Management, 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 also sits on the Investment Review Committee of the Singapore National Kidney Foundation.
Head Asset Allocation APAC, UBS Global Wealth Management Chief Investment Office
Adrian Zuercher is Managing Director and Head Asset Allocation APAC at UBS Chief Investment Office WM in Hong Kong. In his role, he is responsible for the APAC asset allocation strategy for both advisory and discretionary mandates. He chairs the Asia Investment Committee and serves as a member of the Emerging Market Investment Committee which both formulate the regional and global UBS House View.
Before joining UBS, Adrian was head of emerging market strategy and global asset allocation investment strategist at Credit Suisse Asset Management in Hong Kong. In this role, he was responsible for multi-asset class portfolios and has advised sovereign wealth funds on asset allocation. Prior to that, he was a fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F. van Lanschot Bankiers. Adrian holds a master's degree in finance and economics from the University of Bern and is a CFA charter holder.
Suni P. Harford
Head of Investments
Group Managing Director
Suni joined UBS Asset Management as Head of Investments in July 2017. She is responsible for CHF 677 billion of the CHF 819 billion in invested assets under management, as of July 31, 2018. She is a member of UBS AM's Executive Committee, which sets the division's overall business strategy, and of the AM Risk Committee. She is also a member of the UBS Americas Management Committee.
Before joining UBS, Suni worked at Citigroup for 24 years. During her career there she was Regional Head of Markets for North America for nine years, with responsibility for sales, trading, origination and research across all fixed income, currencies, commodities, equities and municipal businesses. Suni was also a member of Citi's Pension Plan Investment Committee and a Director on the Board of Citibank Canada. She started her Wall Street career at Merrill Lynch & Co. in Investment Banking.
Suni is a prominent diversity champion, both in the financial services sector and the wider business community. She is actively involved in UBS's Diversity & Inclusion Committee and a senior sponsor of UBS's women's networking and mentorship organization, All Bar None. Previously, she served as the co-head of Citi Women and on the Board of Directors of The Forte Foundation, a US non-profit organization dedicated to increasing the number of women leaders in business. She is a founding sponsor of Veterans on Wall Street, on the Advisory board of the Bob Woodruff Foundation and is involved in many organizations raising awareness and support for the US veteran community.
Suni has held seats on the Board of several industry associations including the Depository Trust and Clearing Corporation and SIFMA (Securities Industry Financial Management Association), and is a regular contributor to industry conferences and keynotes, including for the CFA Institute, the Securities Trade Association and Women in ETFs. For several years, she has been recognized as one of American Banker’s Most Powerful Women in Finance.
Chief Investment Officer, Global Fixed Income
Allianz Global Investors
Ms. Conway is CIO Global Fixed Income with Allianz Global Investors; she joined the firm in 2016 following the acquisition and integration of Rogge Global Partners, which she joined in 1998. She is a member of the firm’s European Executive Committee, chairs the Investment Committee for the Global Fixed Income team, and is responsible for the overall risk budget and sector allocations. Ms. Conway has more than 30 years of investment-industry experience. While at Rogge Global Partners, she was responsible for launching and managing the global credit portfolios.
Ms. Conway was previously a member of the senior portfolio management team at Rothschild & Co. responsible for global, US and short-term mandates; before that, she was a portfolio manager at J.P. Morgan responsible for global, US and short-term mandates. Ms. Conway has a B.A. with honors in finance and marketing from Southbank University.
Political Economist and Corporate Affairs Advisor
Matt Miller is a political economist and corporate affairs advisor at Capital Group where his duties include analyzing U.S. policy trends that affect investment decisions, and supporting Capital’s communication and engagement efforts with a wide range of external audiences.
He also hosts the firm’s new podcast, “Capital Ideas,” which features a blend of long-term investment insights from Capital’s team, and conversations with top authors and thinkers relevant to global finance. He has 32 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Matt was a senior advisor at McKinsey & Company. Before that, he served as a senior advisor in the White House Office of Management and Budget and was a White House Fellow serving as a special assistant to the chairman of the Federal Communications Commission. He was also a columnist for The Washington Post; the host of public radio’s “Left, Right & Center” program; and a senior fellow at the Center for American Progress. He has authored two books on public policy — The Two-Percent Solution: Fixing America’s Problems in Ways Liberals and Conservatives Can Love and The Tyranny of Dead Ideas — and has contributed to Fortune, Time, The New Republic and various other national publications. He holds a law degree from Columbia Law School, where he was a James Kent scholar, and a bachelor’s degree in economics from Brown University, graduating magna cum laude. Matt is based in Los Angeles.
Sean P. Fitzgibbon, CFA
Executive Vice President, Senior Portfolio Manager, BNY Mellon Investment Management
Sean is the lead portfolio manager for the firm's Thematic Active Equity solutions and Emerging Markets Equity strategies, using an approach that combines fundamental research with quantitative tools. Sean has been blending these research techniques as a portfolio manager since 2002, initially managing US large cap and global strategies.
In 2008, Sean started managing the emerging markets strategies. In 2016, Sean formalized the firm’s approach to Thematic Active Equity solutions to better align fundamental and quantitative resources. Sean has been with the firm since 1991, and during his career, his equity coverage responsibilities have included Health Care, Consumer Discretionary, Consumer Staples, Financials and Utilities. Sean received a BS in economics from Northeastern University and an MBA from Babson College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.