UBS Hong Kong Fund Summit 2025

Davide is the Founder and CEO of Algebris Investments, a global investment manager with a historical focus on the financial sector across the capital structure. Founded in 2006, Algebris has gradually expanded its expertise and entered the global credit, Italian equity and green transition space to capture a broader set of value opportunities. Algebris currently manages 29 USD billion of assets and maintains offices in London (FCA regulated), Boston (SEC), Singapore (MAS), Tokyo (FSA), Dublin (CBI), Milan, Zurich and Rome.

Davide, a dual Italian and British citizen, is recognised as one of the World's leading experts on financial services and is often consulted by the World's Central Bankers and Regulators on policy matters and regularly contributes to the discourse on financial reform. Furthermore, Davide has been awarded the Commendatore designation, a decoration of the Order of Merit of the Italian Republic.

Before founding Algebris, Davide was Managing Director at Morgan Stanley where he headed the European Banks Research Team and was the Global Banks team coordinator. Davide was rated individually among the top European banks analysts for the period 1999-2006. Prior to Morgan Stanley, Davide worked in the top-rated UBS Banks research team as a senior analyst (1995-2000).

He is Chairman and Trustee of the Hakuna Matata foundation (hakunamatata-charity.org), a registered UK charity which he founded with his wife in April 2010. The primary focus of the foundation’s work is assisting orphaned children in Central Tanzania.

Davide is a graduate cum laude of Bocconi University in Italy and holds a Master CEMS. He speaks Italian and is fluent in English and French. Davide played volleyball professionally in Italy from 1985 and 1990 and reached Series A1. He is a keen alpinist and enjoys sailing around the world.

Henry Shen, Director, is a senior investment strategist within BlackRock's Systematic Active Equity (SAE) group. He is the lead strategist for SAE's China, Asia Pacific, and Emerging Market alpha models, and is responsible for the growth of SAE's investment platform globally. Mr. Shen is a published author for the Journal of Investment Management and the Journal of Biomechanics. Before joining BlackRock in 2012, Mr. Shen was a researcher at the Duke Medical Center and the University's Department of Biomedical Engineering. Mr. Shen studied Biomedical Engineering and Economics, and received a Bachelor of Science in Engineering degree from Duke University.

Jade is a Portfolio Manager within the Active Multi-Asset team, based in Hong Kong. She is responsible for the management of Asia based growth multi-asset portfolios.

Jade joined UBS Asset Management from Baring Asset Management's Multi-Asset team, where she was the lead portfolio manager responsible for managing a global total return multi-asset fund and a number of regional relative and total return portfolios for institutional clients. Prior to that, Jade worked as a portfolio manager at Credit Suisse Global Wealth Management in Hong Kong and Heartwood Investment Management in London, managing a range of different multi-asset and equity solutions for both institutional and retail clients. Before becoming a portfolio manager, Jade was an investment analyst with Heartwood Investment Management, focusing on global TAA (Tactical Asset Allocation), equity research and manager selection in Asia and emerging markets.

Jade is a CFA charterholder. She graduated from Imperial College London with a BSc in Mathematics and a MSc in Finance.

James is Co-Head of the Redwheel Emerging & Frontier Markets Team and the portfolio manager for the Redwheel Frontier and Next Generation Emerging Markets Strategies. He also serves as a member of the investment committee. He has 27 years of experience in investment management and research. Most recently he was a Senior Managing Director and Director of Investments at Everest Capital, since 2009, where he was responsible for portfolio management and research in frontier markets. Prior to this James was a co-founder and CIO of Alcor Investment Management, a long-short, multi-strategy Asian hedge fund headquartered in Singapore. He previously worked for Gartmore Investment Management for three years where he was a member of both the long-only and long-short global emerging markets teams. He started his career with Schroders Investment Management, working on the UK equities and Global Emerging Markets teams. James also served in the Royal Navy for five years. He graduated from Christ Church, Oxford University with an MA (Hons) in Classics and Modern Languages. James speaks Russian.

Jansen is the Head of Fund Investment Solutions APAC and the Global Investment Management Head of China. Jansen is responsible for the bank's investment funds business in APAC and is also responsible for the funds, alternatives and wealth planning business in China. He chairs the bank's APAC Fund Strategy Forum.

Jansen is a seasoned investment professional with more than 20 years of experience in various investment advisory, discretionary management and research roles. He has held various leadership roles in UBS – he was previously leading both the UBS discretionary fixed income and equity teams, the head of Singapore Domestic Investment Specialist team where he was responsible for advising and structuring investment solutions for clients. He has held leadership roles in other banks including BNP Paribas WM where is was the Head of Equities within the Discretionary Portfolio Management team and a senior Investment Counselor. Jansen also spent time at Mercer Consulting as an Investment Consultant and at Citigroup Private Bank as an investment Portfolio Counselor.

Jansen graduated from the London School of Economics majoring in Econometrics and Mathematical Economics.

Paul Mitchell is an investment specialist for the Global Bond Capability and brings over 27 years of asset management experience to the role. Prior to joining HSBC in 2017, Paul worked at Pioneer Investments as a Senior Product Specialist in their Global Alternative Fund of Funds team and prior to this he was a Senior Client Portfolio Manager with JP Morgan Asset Management, specializing in Global Fixed Income. He holds an honours degree in Economics from Kingston University and the Investment Management Certificate.

Dr. Hancock is the Head of GMO’s Focused Equity team and a portfolio manager for GMO’s Quality Strategies. Dr. Hancock is a partner of the firm. Previously at GMO, he was Co-Head of the Global Equity team. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. Dr. Hancock holds BS and MS degrees from Rensselaer Polytechnic Institute and a PhD in Computer Science from Harvard University.

Yan Taw (YT) Boon, Managing Director, joined the firm in 2013. Based out of Hong Kong, YT is Head of Thematic – Asia and Portfolio Manager for Neuberger Berman’s research thematic portfolios, including Next Generation Connectivity and InnovAsia. YT previously served on Neuberger Berman's Global Equity Research Department as an equity analyst covering the Asian technology & telecommunications sector. Prior to that, he spent 2.5 years as a sell-side research analyst at Credit Suisse (Hong Kong) covering the Asian technology sector. YT started his career in the technology sector, where he spent more than nine years working as a microprocessor designer at semiconductor companies, including ARM (U.K.), Cadence (U.K.), Broadcom (U.K.) and Huawei (HK, China). He graduated with a BEng in Electronic Engineering from the University of Southampton (UK) and a MSc in System Level Integration from the University of Edinburgh (U.K.).