Private wealth: A new frontier for fundraising
- What factors influence product development and speed of rollout?
- How much innovation or differentiation is there in the wealth space?
- What does best practice look like from an education perspective?
- How do GPs address potential misalignment with traditional fund products?
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Michelle Shi is a seasoned financial executive with over 25 years of experience building and allocating capital to alternative investments. She currently advises asset managers on strategic initiatives, leveraging on her unique, multi-faceted perspective gained as a GP, LP and most recently allocator for private wealth. Michelle joined UBS in 2022 as head of CIO Investment Management Alternative Solutions APAC, where she set up and was responsible for the bank’s Alternative fund offerings for their private wealth clients in the region. Before UBS, she spent a decade with State Street Global Advisors and GE Asset Management where her last role was Head of Asia Private Equity, overseeing the Asia portfolio including funds, direct investments, and co investments on behalf of a large US pension fund. Prior to that, she was a senior investment member at ADM Capital, which is one of the leading private credit hedge funds in the region, where she successfully originated and led direct investments in the region.
Michelle received a B. of Acc (Banking and Finance) from NTU Singapore, and holds the CFA, CAIA and CA charters.
Mr. Lee is a Partner and Head of Ares Asia Wealth Management Solutions. Prior to joining Ares in 2022, Mr. Lee was a Managing Director and Global Head of Alternative Investments and Global Head of Discretionary Portfolio Management at HSBC Private Bank. Previously, he was the Chief Executive Officer of HSBC Alternative Investments Ltd. in the UK, which provided third-party hedge fund, private equity and real estate investment and research services to institutional and private bank clients. Mr. Lee holds a B.A. from Brown University in Political Science and an M.Sc. from the London School of Economics and Political Science in Comparative Politics.
Brad McCarthy is a Managing Director and Head of Asia-Pacific for Carlyle Global Wealth. He is responsible for expanding Carlyle’s wealth platform across the region. He also oversees the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.
Mr. McCarthy has more than 25 years of experience in wealth and asset management, where he has led sales and client servicing teams, product launches, and distribution strategies. He joined Carlyle from Citi Private Bank and Global Wealth, where he was a Managing Director and Asia-Pacific Head of Alternative Investment Sales.
Before Citi, Mr. McCarthy was Head of Asia at Permal, where he was responsible for growing the firm’s regional business as an alternative investment provider. He has also held various investment and wealth management roles at ABN AMRO Asset Management and BT Financial Group.
Mr. McCarthy holds a Bachelor of Business from Queensland University of Technology in Australia and is a Chartered Alternative Investment Analyst (CAIA).
Marie is the Head of Private Wealth Asia, based in Singapore. She has over 20 years of experience in the financial industry. Prior to joining CVC, she worked at UBS Global Wealth Management as Head of Funds & Alternatives, Advisory & Sales for South-East Asia. Marie holds a bachelor's degree in Business Administration (Finance) from the National University of Singapore.