Turning Points

From 1989 to 1996, he worked for McKinsey & Company, the last two years as Partner. Martin Blessing holds an MBA from the University of Chicago and in 1987 graduated from the University of St. Gallen with a degree in business administration.

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.

Previously, Brown, a Member of Parliament from 1983 to 2015, served as Chancellor of the Exchequer from 1997 to 2007, making him the longest-serving Chancellor in modern history. His tenure was marked by major reform of Britain’s monetary and fiscal policy and sustained investment in health, education, and overseas aid.

Brown’s experiences during the global financial crisis convinced him of the urgent need for greater international cooperation to prevent future shocks to the global economy and led him to write Beyond the Crash: Overcoming the First Crisis of Globalisation (2010). He is also the author of a memoir, My Life, Our Times (2017), highlighting the lessons he learned from his professional career and personal life, and describing how those lessons can be applied to today’s challenges.

Brown’s time in government shaped his views on the importance of education as a fundamental right of every child in the world, and as an engine of future economic growth and prosperity. As the United Nations Special Envoy for Global Education, he passionately advocates for global action to ensure education for all.

Since leaving government, Brown has also advised the World Economic Forum and served as New York University’s inaugural Distinguished Global Leader in Residence. Brown, who has a Doctor of Philosophy degree in History from the University of Edinburgh, spent his early career working as a lecturer.

He is married to Sarah Brown, a charity campaigner, and they have two young sons.

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.

Other activities and functions

• Non-executive Chairman of the Board of Yum China Holdings
• Board member of Hong Kong Exchanges and Clearing Ltd.
• Non-executive Director Dalian Wanda Commercial Properties Co Ltd.
• Board member of China Asset Management
• Board member of Minsheng Financial Leasing Co.
• Trustee of the China Medical Board
• Governor of the Chinese International School
• Co-Chairman of the Nature Conservancy Asia Pacific Council
• Director and member of the Executive Committee of China Venture Capital and Private Equity Association Ltd.
• Global Advisory Board member of the Council on Foreign Relations
  

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.

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.

His views can be found at www.ubs.com/pauldonovan, or on his LinkedIn or YouTube profiles.

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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.

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.

Sundeep joined UBS Global Wealth Management as an equity analyst in February 2007. His coverage primarily focuses on global technology sectors including internet, semiconductors, software and services, and hardware. Additionally, Sundeep is also responsible for managing the Asia ex-Japan Focus 20 list, covering Taiwanese equities and developing other thematic ideas. Before joining UBS, Sundeep worked as an equity analyst at PCS Securities, an Indian brokerage firm where he was covering the Indian IT and telecom sectors.

During the past few years, Sundeep has authored many thought-leadership pieces on topics like AI, automation, cryptocurrencies, blockchain, etc., and his views regularly appear across high-profile media outlets.

He was the founding Executive Director of the UN Principles for Responsible Investment and led the organization from inception in 2003 until 2013, building it into the largest investor initiative in the world on sustainable investing, with over 1400 signatories and $40 trillion in assets represented.

James holds Bachelor's degrees in Commerce and Law from the University of Queensland, a Master's degree in Environmental Management from the University of New South Wales, and a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate sustainability performance. He is a Research Fellow at the University of Zurich and has multiple articles and book chapters on sustainable and impact investing.

Based in Singapore, Kelvin joined UBS Global Wealth Management Asia in April 2006 and was deputy head of P&S Consulting (Southeast Asia), where he helped clients structure investment portfolios based on asset allocation. Prior to joining UBS, Kelvin worked at Deutsche Bank Private Wealth Management (Asia) as the Asian & European Equity Strategist responsible for Asian & European equity selection. He was also the portfolio manager of the Asian equities portfolio and was also responsible for conducting funds research.

From 2002 to 2004, Kelvin was a Regional Telecoms Analyst with JPMorgan Chase where he was consistently one of the top 3 rated regional Asian telecoms analysts in international surveys such as AsiaMoney and Institutional Investor.

From 2000 to 2002, Kelvin was a Regional Telecoms Analyst with ABN AMRO (Asia) Ltd in Hong Kong, where he was ranked No.3 in AsiaMoney's Asia-wide regional telecoms analyst survey in 2001 and his team was ranked No. 1 in the 2000 Greenwich survey. Prior to that, Kelvin worked at Overseas Union Bank in Singapore as a credit analyst in loan syndications and capital markets.

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.

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.

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.

Jonnie is passionate about helping citizens and companies make sense of how emerging technologies like AI will shift civic, political, and economic norms. He has spoken at Harvard Law School, Amazon, TED, HSBC Private Banking, and hundreds of other major institutions around the globe. He has consulted with companies such as General Motors, Verizon, and Viacom, as well as with government bodies in Canada, the UK, and the European Commission.

In 2018, Jonnie will join the MIT Media Lab and Harvard’s Berkman Klein Center for Internet & Society to research AI & Governence in their Assembly cohort. He serves on the IEEE’s Working Group on a Standard for Child and Student Data Governance (IEEE P7004). As a teenager, he founded The Buried Life, a popular online community that asks, “What do you want to do before you die?”

Jonnie’s work has been featured on The Today Show, The Oprah Winfrey Show, CNN, FOX, CBS, ABC, NBC News, and more. Oprah Winfrey called Jonnie’s vision “truly inspiring.”

He is also a Board Director at AVPN, a comprehensive funders' network and ecosystem builder in Asia-Pacific. He assists the organization’s activities as it grows the social investment sector with more than 500 members across 32 countries in the network. AVPN is catalyzing the movement toward a more strategic, collaborative and outcome focused approach to social investing by ensuring that resources are deployed as effectively as possible to address key social challenges facing Asia today and in the future.

He is also founding member of Sustainable Finance Initiative (SFi) alongside RS Group and other private families. The SFi is a small group of ambassadors keen to promote the growth of HK’s sustainable finance ecosystem via actively investing in impact, advocacy in the sector, and promoting collaboration to help private investors become more active and effective in working with the broader sustainability space.

Mr. Yeung is a third generation member of Peterson Group. He graduated from Washington University in St. Louis.