Stephen Roach is a Senior Fellow at Yale University’s Jackson Institute of Global Affairs and a Senior Lecturer at Yale’s School of Management. He was formerly Chairman of Morgan Stanley Asia and the firm’s Chief Economist for the bulk of his 30-year career at Morgan Stanley, heading up a highly regarded team of economists around the world. Mr. Roach’s current teaching and research program focuses on the impacts of Asia on the broader global economy. At Yale, he has introduced new courses for undergraduates and graduate students on the “The Next China” and “The Lessons of Japan.” His writing and research also addresses globalization, trade policy, the post-crisis policy architecture, and the capital markets implications of global imbalances. Stephen Roach has long been one of Wall Street’s most influential economists. His work has appeared in academic journals, books, congressional testimony and has been disseminated widely in the domestic and international media. Roach’s opinions on the global economy have been known to shape the policy debate from Beijing to Washington. His latest book, Unbalanced: The Codependency of America and China (Yale University Press, Jan. 2014) examines the risks and opportunities of the world’s most important economic relationship of the 21st century. His 2009 book, The Next Asia: Opportunities and Challenges for a New Globalization (Wiley), analyzes Asia’s economic imbalances and the dangers of the region’s excess dependence on overextended Western consumers. Prior to joining Morgan Stanley in 1982, Mr. Roach served on the research staff of the Federal Reserve Board and was also a research fellow at the Brookings Institution. He holds a Ph.D. in economics from New York University. Mr. Roach is a member of the Council on Foreign Relations, the Investment Committee of the Metropolitan Museum of Art, the China Advisory Board of the Environmental Defense Fund, and the Economics Advisory Board of the University of Wisconsin
Minxin Pei is the Tom and Margot Pritzker '72 Professor of Government and George R. Roberts Fellow and the director of the Keck Center for International and Strategic Studies at Claremont McKenna College. He is also a non-resident senior fellow of the German Marshall Fund of the United States. Prior to joining Claremont McKenna College in 2009, he worked for a decade as a senior associate at the Carnegie Endowment for International Peace and served as its director of the China Program from 2003 to 2008. Pei was an assistant professor of politics at Princeton University from 1992 to 1998. His research focuses on economic reform and governance in China and US–China relations. He is the author of From Reform to Revolution: The Demise of Communism in China and the Soviet Union (Harvard University Press, 1994), China’s Trapped Transition: The Limits of Developmental Autocracy (Harvard University Press, 2006), and China’s Crony Capitalism: The Dynamics of Regime Decay (Harvard University Press, 2016). Pei’s research has been published in Foreign Policy, Foreign Affairs, Daedalus, Asian Survey, the National Interest, Modern China, China Quarterly, Journal of Democracy, and many edited books. His op-eds have appeared in the Financial Times, New York Times, Washington Post, Wall Street Journal, Fortune.com, Nikkei Asian Review, and Project Syndicate. He received his Ph.D. in political science from Harvard University.
Charles Li has served as Chief Executive of Hong Kong Exchanges and Clearing (HKEX) since 2010. In this role, Mr. Li has orchestrated some of the most significant strategic initiatives in HKEX’s history, including the acquisition of the London Metal Exchange in 2012, the launch of OTC Clear in 2013, and the introduction of Shanghai-Hong Kong Stock Connect in 2014, Shenzhen-Hong Kong Stock Connect in 2016, and Bond Connect in 2017. He has sought to strengthen Hong Kong’s role as an offshore Renminbi hub and led HKEX’s efforts to reform its listing regime to maintain Hong Kong’s competitiveness and secure its position as a leading IPO centre.
Mr. Li was born in Beijing and grew up in Gansu. Before leaving China for further study, Mr. Li was an offshore oil worker in the North China Sea and then an editor-reporter for China Daily. After completing his Juris Doctor (JD) degree in the US, Mr. Li practiced law in New York with Davis Polk & Wardwell and Brown & Wood. Before joining HKEX, he was Chairman of JP Morgan China, prior to which he was President of Merrill Lynch China.
Mr. Li obtained a BA degree in English literature from Xiamen University in 1984, an MA degree in journalism from the University of Alabama in 1988, and a JD degree from Columbia University School of Law in 1991.
Robert T. Grieves is Founder and Chairman of Hamilton Advisors Limited, a strategic communications firm established in Hong Kong in 2009. Following a career in journalism for The Times (London) and The Economist, both in Beijing, and Time magazine and Forbes, in New York, Robert served in top-tier regional and global communications roles. His communications career includes senior positions at Burson-Marsteller, Head of Marketing and Communications for Merrill Lynch Asia Pacific, Global Head of Communications for The Bank of New York and President, Hong Kong, for Edelman.
Robert is Vice Chairman of the American Chamber of Commerce in Hong Kong and a former Chairman (2015-2017) of the Council of Public Relations Firms of Hong Kong. He has lectured at Tsinghua University in Beijing, at the Hong Kong University of Science and Technology, at the Wilson Center in Washington, D.C., and in Nanjing as a speaker at the Hong Kong Trade Development Council conference on Chinese brands.
Robert graduated from Hamilton College magna cum laude with a B.A. in British literature and East Asian history, and was elected to Phi Beta Kappa. He received his M.S. in journalism from the Columbia University Graduate School of Journalism and a concurrent certificate from Columbia’s East Asian Institute.
Terrance Philips is a Managing Director at Citi Private Bank in Hong Kong, acting as the Asia Head of Private Equity Client Coverage. In his role he is responsible for developing relationships with General Partners of Private Equity Firms and their respective Funds across Asia. Philips coordinates with his partners to deliver the Citi Bank platform to the Private Equity asset class to include; Subscription Facilities, Private Banking, Investment Banking and Funds Distribution.
Prior to joining the company, Terrance spent twelve years with Silicon Valley Bank including several increasingly senior positions including cash management advisor, global treasure advisor and Managing Director responsible for the firm’s Global Private Equity Service Group. Philips managed relationships with more than 130 international venture capital firms throughout Asia, Europe, Israel and South America.
In addition, he is an advisor to the board of directors of both the China Venture Capital Finance Organization and the Hong Kong Private Equity Finance Association. Terrance is also a board member of the Children’s Medical Foundation, a Hong Kong based non-governmental organization focused on saving lives of new born babies in rural China. He is a member to the Hong Kong Select USA Committee focused on generating Direct Foreign Investment to the USA.
Philips holds a bachelor’s degree in international business from Pepperdine University, and a MBA from Pepperdine University’s Graziadio School of Business. Prior to Business School, Terrance was also a mentor for BUILD, a nonprofit organization committed to motivating under-resourced high school students to succeed in school and go to higher education by helping them start and run their own businesses.
Duncan is General Partner at SOSV and Managing Director of HAX Shenzhen, where he oversee’s HAX, the world's first and largest VC backed program for hardware. He is responsible for strategic direction of the program, operations and investments.
Prior to joining HAX, he led design and consumer engagement strategy projects for Fortune 500 companies at global design and innovation firm IDEO.
Duncan has a strong entrepreneurial background and deep experience of growing businesses in China, having taken numerous hardware products to market from first concepts through research, funding, design, development, manufacturing and assembly to final sales.
He obtained his Master's from Royal College of Art & Imperial College. His design work has won multiple awards and is included in the permanent collection at The Museum of Modern Art.
Mor Assia, Founding Partner of iAngels, is an Israeli High Tech insider with over 15 years experience assisting global corporations define new corporate strategies, M&A activities and technological pivots, working on the corporate level of blue chip companies such as SAP, IBMand Amdocs. Mor advised Israel’s global telecommunications billing giant, Amdocs, to choose verticals for diversification in their technology acquisitions and launched offerings such as Billing for Dynamic Pricing, in order to create new growth opportunities.
While pursuing her Bachelor’s degree at theTechnion, Israel’s elite Technology University, Mor was chosen to be part of an exclusive international delegation in collaboration with the American Technion Society. At the Dean Delegation, Mor helped raise over $70M into fellowship support for PhDs to retain top technology talent in Israel.
Mor’s analytical and leadership skills were formed in the elite “8200” intelligence unit of the Israeli Defense Forces, one of Israel’s prime sources of Technology innovation. Writing code at the age of 16 and a native English speaker, she was chosen from thousands of applicants to work as an analyst on top secret technologies and critical intelligence.
Mor puts this same insight, discipline and influence on your side through iAngels, knowing where to look for new technologies, vetting them for market potential and structuring deal terms and a management team that is poised to deliver the best possible returns. She holds an MBA from Columbia University (New York) and is a Mathematics and Computer Science Graduate from the Technion, Israel’s Institute of Technology (Haifa).
Sun Liang has been Senior Director for Global Communications for Didi Chuxing since 2015; working closely with DiDi’s PRC communications team on cross-border investment, financing, product and branding projects.
Liang holds an M.A in Asian Studies degree from the George Washington University.
Robert Koepp is the Director and Chief Economist of The Economist Corporate Network in Hong Kong. He brings executive experience coupled with economic knowledge and industry insight to help organisational leaders and their teams gain a holistic, practical appreciation of the opportunities and challenges in Greater China and across Asia.
Rob began his career in the IT and energy sectors before branching into economic research, finance, and strategic advisory. He has held senior positions as an executive or consultant to companies and government agencies in Greater China, Japan, Singapore, and the US. Rob speaks, reads, and writes English, Chinese (Mandarin), and Japanese and frequently appears on televised business news programs as an expert commentator. In addition to numerous contributed articles and spoken opinion, he has authored Clusters of Creativity: Enduring Lessons on Innovation and Entrepreneurship from Silicon Valley and Europe’s Silicon Fen (Wiley, 2002) and Betting on China: Chinese Stocks, American Stock Markets, and the Wagers on a New Dynamic in Global Capitalism (Wiley, 2012). The 2013 Chinese version of Betting,《赌注中国》, rose to number one in sales on amazon.cn in the category of Finance and Economics.
Rob received a BA in Asian Studies from Pomona College (where he was a Truman Scholar and Thomas J. Watson Fellow) and holds an MBA from Cambridge University (Magdalene College, Judge Business School).
Larry Wong is the driving force behind HKT’s service to Hong Kong’s business community and is responsible for sales management, product development and solution marketing. He also heads up the development of regional business in China. With over 25 years’ experience in the telecoms and networking systems integration business, Larry also has a stellar track record in leading and growing successful sales, marketing, engineering, solution consulting and other business units in Greater China. He has managed a number of large scale projects involving cross border connectivity and customization, and taken the business to new heights. Larry graduated from the University of Hong Kong and gained an EMBA degree from the Chinese University of Hong Kong.
Kristie Lu Stout is an award-winning anchor and correspondent for CNN based in Hong Kong and host of the daily, live CNN flagship program 'News Stream'.
For CNN Digital and TV, she has conducted a number of in-depth interviews with some of the world's most innovative thinkers including serial entrepreneur Elon Musk, Vogue editor Anna Wintour, and portrait photographer Annie Leibovitz.
Lu Stout has been awarded Best Current Affairs Presenter and Best News Presenter at the Asian Television Awards, while her program 'News Stream' has been awarded Best News Program. She has also been recognized by the Royal Television Society for her work as part of an award-winning team that covered Super Typhoon Haiyan.
Carrie Suen joined Alibaba’s Investment Legal team in 2013 and is currently the Head of International Legal Team of Ant Financial Services Group (“Ant Financial”), where she oversees legal and regulatory support to Ant Financial’s international business in more than 40 countries. Ant Financial is dedicated to using technology to bring the world equal opportunities. Its technologies, including blockchain, artificial intelligence, security, Internet of Things and computing, empower its ecosystem partners to serve the unbanked and underbanked worldwide. In June 2018, Ant Financial, together with its HK venture, launched the world’s first ever cross-border remittance platform between digital wallets, powered by cutting-edge blockchain technology developed and patented by Ant Financial. This offers a fast, secure, convenient, transparent and low-cost way to transfer money across countries directly between individuals. Ant Financial has formed international partnerships with global strategic partners to serve local users in those markets. By the end of March 2018, together with its global JV partners, Ant Financial served 870 million users worldwide.
Prior to joining Alibaba and Ant Financial, Carrie’s practice focused on mergers and acquisitions for private equity and corporate clients at leading US law firm Weil Gotshal & Manges. During her time at Weil Gotshal, she represented clients in the TMT sector, including a consortium of investors including Providence Equity Partners in its acquisition of 26% of TVB, a free-to-air producer and broadcaster in HK and China Media Capital in its acquisition from News Corporation of three Chinese television channels and a movie library. She also has experience in equity offerings and corporate governance matters involving Hong Kong public companies. Carrie received her Law degree from London School of Economics and Political Science. Prior to that, she received her Bachelor of Arts degrees in Psychology and Economics from University of Michigan – Ann Arbor.
Tama spent nearly a decade in investment banks, working on multi-asset structured derivatives products for corporate, HNWI and institutional clients across Asia, before joining a family office where he oversees asset management and worked for a financial publishing company. In 2016 he shifted focus to blockchain and crypto assets, as a partner of one of the largest blockchain companies in the space, and publishing Crypto Capital, a monthly investor-focused crypto research publication read by thousands of subscribers worldwide.
Jenny Lee is the Head of Growth of WeLab. Founded in 2013 in Hong Kong, WeLab is reinventing traditional financial services by creating seamless mobile lending experiences. With its proprietary risk management technology, WeLab effectively analyzes unstructured mobile big data within seconds to make credit decisions for individual borrowers. WeLab operates Wolaidai (我来贷), one of China’s largest mobile lending platforms, and WeLend, Hong Kong’s leading online lending platform. The company also partners with traditional financial institutions which utilize WeLab’s technology to offer fintech-enabled solutions to their customers. WeLab’s investors include CK Hutchison’s TOM Group, Malaysian sovereign wealth fund Khazanah Nasional Berhad, International Finance Corporation (a member of the World Bank Group), Alibaba Entrepreneurs Fund, China Construction Bank (International), Sequoia Capital and ING Bank. WeLab was named in a KPMG-sponsored report as one of the top 100 fintech companies in the world – #6 in China and #33 globally, and was ranked by Deloitte as #1 fastest growing tech company by revenue in Hong Kong and #4 in China.
Prior to joining WeLab, Jenny was an investment banker on Wall Street in New York and Hong Kong, executing M&A and capital markets transactions and advising companies on strategic options. She now leads key strategic projects and capital markets transactions at WeLab, where she helped raise $220 million in the company’s latest round of strategic financing. She also built WeLab’s growth team from the ground up to bring superior financial products to borrowers’ fingertips and establish strategic partnerships to further scale WeLab’s business.
Jenny made Forbes 30 Under 30 list in 2016 and has a Bachelor of Arts degree from Wellesley College.
James Lloyd leads EY’s dedicated financial technology capability across Asia-Pacific, focused on supporting early-stage, growth-stage, and non-traditional financial services. He is also APAC leader of the firm’s payments practice. He is a partner in Corporate Finance Strategy. Prior to EY, James helped build and scale a venture-backed alternative-finance platform enabling banks to profitably offer short-term unsecured loans to underserved small businesses. Before that, he worked with a bootstrapped e-commerce payment gateway combining direct-to-market customer acquisition with white-labelled full-service delivery for partner banks. Based in Hong Kong, James sits on a variety of governmental and non-governmental advisory panels – including the new business committee of the Financial Services Development Council (FSDC) – and is regularly quoted in local and international media.
Jan Metzger has over 23 years of experience. He started his career as a software engineer working on Voice Recognition systems. He then worked as a management consultant helping multinationals improve their operations. In 2000, he started Technology Investment Banking in Europe. He moved to Asia in 2007 and has been involved in many landmark Technology deals including the IPO of Alibaba.
Jan graduated from the University of Cambridge, United Kingdom with a Master of Philosophy in Economics. Prior to that, Jan received a Bachelor Degree (double major in Economics and Computer Science with Artificial Intelligence) from University of Sussex, United Kingdom. Jan is a German national who grew up in Sri Lanka.
Prior to joining HKUST, Sabrina held a number of executive positions in the IT sector. At Cisco Systems, these included Global Vice President, Commercial & Multinational Corporation Business (Asia Pacific, Japan & Greater China); Global Vice President & Chief Marketing Officer (Asia Pacific, Japan & Greater China); Managing Director, Strategy and Operations (Asia Pacific, Japan & Greater China). At Hewlett-Packard (HP), these included Executive Director, BRIC Strategy and Business Development, as well as R&D Director, Digital Information Management and Subscription Services. Sabrina was also co-founder of two start-up companies in Silicon Valley, one of which focused on commercialization of educational research, and another which provided professional information and services to enhance personal, social and business effectiveness.
A native of Hong Kong, Sabrina holds a master’s degree in statistics and a doctorate in psychology, both from Stanford University. Sabrina enjoys jogging and hiking and, as a mother of four children, exploring the world with her family.
Dr. Gang Lu is the Founder and CEO of TechNode, making him one of China’s most recognized influencers in the global technology sector. What started as Dr. Lu’s personal blog quickly became a highly respected international innovation platform, with six business units including TN Media (Chinese and English technology media platform), TN Inno (corporate innovation services), TN Global (Asia and global business), TN Events (branding and event services), TN Data (startup ecosystem data analysis) and TN VC (venture capital and financing services). Through these initiatives, TechNode connects China’s start-up technology ecosystem with the rest of the world. Today, Tech Node is the exclusive China partner of TechCrunch.
Dr. Lu earned his PhD in Wireless Communications from the University of Sheffield, UK. Dr. Lu was honored with the ‘1000 Talents Plan’of Shanghai in 2017, and received the Entrepreneurial Award of the British Council’s Study UK Alumni Awards in 2017-18. He worked for Netvibes as the Business Development Director, Asia, and a R&D Engineer for Dialogue Communications, UK.
Andrew is the Regional Senior Partner of KPMG in Hong Kong. He has over 25 years' international experience servicing listed companies, public bodies, investment funds and MNCs in Hong Kong, Asia and internationally. He is the Global Chairman of Real Estate and Construction, and ASPAC Chairman of Infrastructure, Government and Healthcare, which also includes the real estate, hospitality and transport sectors.
Andrew was appointed by the HKSAR Government as a council member of the Hong Kong Trade Development Council (HKTDC), and a member of the Financial Services Development Council (FSDC) and FSDC Policy Research Committee.
Andrew is Chairman of the Listing Committee of the Hong Kong Stock Exchange and sits on the advisory panels of the Securities Institute, Hong Kong Investor Relations Association and Institute of Chartered Accountants in England and Wales (ICAEW).
Andrew has served as Chairman of the British Chamber of Commerce in Hong Kong, and is also the Chairman of the Pacific Basin Economic Council, and a member of the World Economic Forum B20 Trade and Investment Taskforce. He is also a board member of the Asia Pacific Real Estate Association (APREA) and the Asian Association for Investors in Non-listed Real Estate Vehicles (ANREV).
Andrew was made an MBE in the Queen’s Birthday Honours List 2017 for his contribution to trade and investment links between Hong Kong and the UK.
Anthony Scriffignano in an internationally recognized data scientist with experience spanning over 35 years, in multiple industries and enterprise domains. Dr. Scriffignano has extensive background in linguistics and advanced algorithms, leveraging that background as primary inventor on multiple patents worldwide. He provides thought leadership globally.
Recently, he briefed the US National Security Telecommunications Advisory Committee and contributed to reports to the President on Big Data Analytics, Emerging Technologies Strategic Vision, and Internet and Communications Resilience. Additionally, Scriffignano provided expert advice on private sector data officers to a group of state Chief Data Officers and the White House Office of Science and Technology Policy. He also served as a forum panelist and keynote speaker at the World Internet Conference in China hosted by President Xi Jinping, as well as at the China Development Forum and Big Data Expo in Guiyang. His white paper A Strategy For Inclusive Development In A Big Data Context was delivered to the State Council of the People’s Republic of China. Scriffignano was recently recognized as the U.S. Chief Data Officer of the Year 2018 by the CDO Club, the world's largest community of C-suite digital and data leaders.
He was recently published or quoted in various publications including China Daily, The People’s Daily, Xinhua, China Times, JieMian.com, Taiwan News, Bangkok Post, Mint (India), CIO.com, PCWeek, Forbes Insights, Huffington Post, Business Insider, InformationWeek, and others.
Scriffignano regularly presents at business, government and academic venues globally regarding emerging trends in data and information stewardship, the “Big Data” explosion, artificial intelligence, multilingual challenges in business identity and malfeasance in commercial settings.
Miles Wen received his Bachelor degree in Computer Engineering with First Class Honors and minor in Finance from HKU in 2011. He then obtained his PhD degree in Electrical & electronic Engineering under Prof. Victor Li from HKU in 2015.
Dr. Wen is an alumni of Lee Hysan Hall, former resident tutor at New College, former Founding Vice-President of Eta Kappa Nu (Lambda Iota Chapter) at HKU, and former Fulbright scholar at Department of Electrical Engineering & Computer Science, UC Berkeley. He is an expert in power system, information and communication technologies, optimization algorithms, big data, and machine learning. He is the author of over 10 academic papers and the inventor of one patent. In 2015, he co-founded Fano Labs Limited, a high-tech startup backed by HKU, Hong Kong Science & Technology Park, angel investors, and venture capitalists. He is currently the CEO of Fano Labs. Since early 2016, he has been appointed as an Honorary Assistant Professor (Electrical and Electronic Engineering) at HKU.
Sanjeev Chatrath is the Region Head and Managing Director of Financial & Risk, Thomson Reuters – covering Asia Pacific and Japan. He is responsible for client business in the region encompassing end to end client experience, account management, market development, Go to Market regional strategy, sales, operations, and technical functions. Sanjeev is a member of the Global Operating Committee for Thomson Reuters, and F&R.
Sanjeev has worked in Asian financial markets for over 21 years in leadership roles encompassing business management, client management and sales, spanning Asia Pacific, South Asia and Middle East.
Prior to joining Thomson Reuters, Sanjeev worked with Citigroup where he was Chief Operating Officer and Region Head of Client Sales Management for the Treasury and Trade solutions business. Before joining Citi, Sanjeev held senior management positions with ABN Amro Bank, and Standard Chartered Bank based in Singapore, UAE and India.
Sanjeev is a member of the Board of Governors of American Chamber of Commerce Hong Kong, Board Member of ASIFMA (Asia Securities Industry and Financial Markets Association), co-chair of the Male Allies in Hong Kong, and a member of 30% Club supporting gender diversity in Hong Kong boards.
Shai Oster is the Asia bureau chief for The Information, based in Hong Kong, where he will cover technology companies in Asia. Over nearly two decades as a journalist in China, Europe, and the U.S., he has covered a broad range of economic, business and social issues. Oster was previously reporter-at-large for Bloomberg News in Asia. In 2013, he won his second Asia Society Osborn Elliott Journalism Prize and George Polk Award for his role in Bloomberg’s groundbreaking coverage that for the first time documented the fortunes amassed by China’s leaders. Before joining Bloomberg, Oster was a Beijing and Hong Kong-based correspondent for The Wall Street Journal, covering energy and the environment. In 2008, he was the recipient of both the George Polk Award for environmental reporting and Asia Society’s Osborn Elliott Award for a series of stories exposing environmental problems linked to China’s Three Gorges Dam project. He was also part of a team of Wall Street Journal reporters that won a Pulitzer Prize in 2007 for International Reporting on China for reports on the adverse impact of China’s growth. Previously, he covered OPEC for Dow Jones Newswires in London and served as Beijing bureau chief for Asiaweek magazine. His first job in China was as a copy editor at China Daily, the official English-language newspaper in Beijing. A graduate of the Columbia University Journalism School, Oster was born in Jerusalem and speaks Hebrew, French and Chinese.