UBS Hong Kong Fund Summit 2026

Xuesong joined Polar Capital in May 2012. He is a lead manager of the Polar Capital Artificial Intelligence Fund and is a Fund Manager on the Polar Capital Technology Trust and Polar Capital Global Technology Fund. Prior to joining Polar Capital, he spent four years working as an investment analyst within the emerging markets & Asia team at Aviva Investors, where he was responsible for the technology, media and telecom sectors. Prior to that, he worked as a quantitative analyst and risk manager for the emerging market debt team at Pictet Asset Management. He started his career as a financial engineer at Algorithmics, now owned by IBM, in 2005.

Michael Studer is Co-Portfolio Manager of the Robeco Smart Energy strategy and member of the Thematic Investing team.

Before joining Robeco in 2021, he spent three years at Acoro Asset Management, where he was an investment manager focused on the IT sector (semiconductors, software and internet). Prior to that, he worked as a Senior Equity Analyst covering IT at Julius Bär, Bank J. Safra Sarasin and as a sellside analyst at Bank am Bellevue with a total 10- year tenure.

Michael started his career in 2007 as a consultant for Strategy & Operations in the Financial Services Industry at Deloitte.

Michael holds a PhD in Accounting and Controlling and a Master’s in Information and Technology Management from the University of St Gallen (HSG), as well as a Master in International Management from the Community of European Management Schools (CEMS). He also studied at the Rensselaer Polytechnic Institute (RPI) in Troy, New York (USA).

Daisuke Nomoto is global head of Japanese equities at Columbia Threadneedle Investments. Prior to his current role, he was a director and senior portfolio manager on the International Equity Team. Mr. Nomoto joined one of the Columbia Threadneedle Investments legacy firms in 2005.

Previously, Mr. Nomoto worked as an equity analyst at Putnam Investments. Prior to that, he held a variety of positions for Nippon Life Insurance, including four years as a senior portfolio manager and equity analyst at Nissay Asset Management, Tokyo, and five years as an equity analyst with NLI International.

Mr. Nomoto received a B.A. from Shiga University, Japan. He is a chartered member of the Security Analysts Association of Japan.

Raymond Gui is a senior portfolio manager with the Asia fixed income team and he has overall responsibility for Asia Pacific fixed income portfolio management activities.

Prior to joining UBS Asset Management, Raymond was co-CIO and senior portfolio manager at Income Partners Asset Management covering Asian USD credit and RMB fixed income strategies. His mandate included launching, managing and growing the firm’s fixed income business and strategy range.

Raymond previously worked at China Construction Bank, Bank of China International as well as China’s State Administration of Foreign Exchange (SAFE). He has won various awards including the “Outstanding Achiever” Benchmark Fund of the Year awards.

Years of investment industry experience: 23

Education: Chinese University of Hong Kong, MBA; Tsinghua University (China), M. Finance & B. Finance

James is the Portfolio Manager of the Redwheel Next Generation Emerging Markets Equity Fund. He also co-manages the Redwheel Emerging & Frontier Market Equities Strategy alongside John Malloy. He has 28 years of experience in investment management and research. Prior to Redwheel he was Senior Managing Director and Director of Investments at Everest Capital, since 2009, where he was responsible for portfolio management and research in frontier markets. 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 and speaks Russian.

Wai Lee is senior portfolio manager and head of systematic research at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Wai joined WFAM from Neuberger Berman, where he was the head of quantitative investments and a senior portfolio manager. Previously, he was the head of the quantitative engineering group at Credit Suisse Asset Management (CSAM). He joined CSAM from J.P. Morgan Investment Management, where he began his investment industry career in the 90s and was in charge of quantitative research and risk management for the global balanced group. Earlier, he was a postdoctoral research fellow at the Harvard Graduate School of Business. Wai is the author of the book Theory and Methodology of Tactical Asset Allocation and has contributed book chapters on different topics. He earned a bachelor’s degree with honors in mechanical engineering from the University of Hong Kong, a master’s degree in business administration and a Ph.D. in finance from Drexel University. He currently serves on the Advisory Board of The Journal of Portfolio Management and the Editorial Board of The Journal of Systematic Investing. He has won the Peter L. Bernstein Award, and several Bernstein Fabozzi/Jacobs Levy Award for Best Article and for Outstanding Article.

Tatjana Greil-Castro joined Muzinich in 2007 and is a Portfolio Manager with nearly three decades’ corporate credit experience. She is a founding member of the European Leveraged Finance Association and a member of the European Central Bank’s Bond Market Contact Group. Tatjana is also a keen advocate for sustainability. Prior to joining Muzinich, Tatjana worked for Metlife Investments, where she served as an Associate Director of the High Return Unit. Tatjana also worked as Senior Portfolio Manager in European high yield for Fortis Investments and as a Portfolio Manager and Credit Analyst at Legal & General Investment Management. She started her career as a high yield telecom analyst with Merrill Lynch. She has an M.Sc./B.S. in Economics from the University of Vienna, a Masters from the Kiel Institute of World Economics in Germany, and a Ph.D. from the London School of Economics & Political Science.

Campe is a portfolio manager on the Broad Markets Team and lead portfolio manager on the multi sector credit and impact bond portfolios. His focus is sector rotation — asset allocation across the major fixed income sectors — and he leads the specialist team responsible for the development of the top-down sector rotation strategy that is utilized in the core bond, core bond plus, impact bond, intermediate bond, long bond, and multi sector credit portfolios.

Prior to joining Wellington Management in 2000, Campe spent four years at the Massachusetts Institute of Technology studying macroeconomics and finance in a doctoral program in economics.

Campe received his AB in mathematics, magna cum laude, from Harvard College (1995). In addition, he holds the Chartered Financial Analyst designation.