21
Nov
Investor perspective: Building the private wealth channel
- Why do alternatives make sense in a higher interest rate environment?
- How should advisors convey the value of private markets in a model portfolio?
- What are the main obstacles in devising the optimal allocation plan?
- As a private wealth channel, what key metrics do you use to determine your product marketing plan, and what support do you need from the GP?
-
SpeakersEdwin Chan Managing Director, Head of Client Solutions, Asia ICAPITAL
Gary Leung Head of Alternatives, APAC Clients JP MORGAN ASSET MANAGEMENT
Lily Chan Head Asia Alternative Capital Markets Group GOLDMAN SACHS
Connie Sin Head of Funds and Alternatives International Wealth Management NOMURA
Alan Lee Head of Investment Strategy BLACKHORN WEALTH MANAGEMENT
Lead Sponsors
Asia Series Sponsor
Co-Sponsors
Legal Sponsors
LP Breakfast Sponsor
Networking Coffee Break Sponsor
Gala Cocktail Sponsor
Gala Dinner Sponsor
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign-up to join the ION Analytics Community to:
- Register for events
- Access market insights
- Download reports
Edwin Chan joined iCapital in 2021 as Head of Client Solutions in Asia. He has more than 25 years of experience in the financial services industry, including a strong track record in private markets in the Asia Pacific region. Before joining iCapital, Edwin successfully founded and spent a decade building the Probitas Partners business in Asia. He has worked with many private market firms across different alternative investment strategies as well as with institutional and family office investors in the Asia Pacific region. Previously, Edwin worked with AIG Global Investments, Citi, and HSBC based out of Hong Kong in various regional roles covering clients across the broad Asian geography. He holds a MBA and a BA from the University of South Australia and is a Certified Practicing Accountant of CPA Australia.
Gary Leung is the Head of Alternatives, APAC Clients at J.P. Morgan Asset Management, responsible for developing the firms’ Alternative Investment franchise across the region.
His experience spans across alternative investments, asset management, investment banking and private banking. Previous roles include Head of Alternative Investments & Managed Solutions at Bank of Singapore based in Hong Kong, Alternative Investment Specialist at BlackRock covering APAC, HSBC Private Banking as the Head of Alternative Investments in Hong Kong, Private Equity investments at RimAsia Capital Partners, and Investment Banking at Deutsche Bank.
Gary graduated from Imperial College London in Masters of Electrical and Electronic Engineering with Management, and was awarded the Lee Memorial Prize.
Lily is responsible for the Asia Alternative Capital Markets Group (ACM). ACM is responsible for sourcing, creating, marketing and providing ongoing investor relations for the alternative investments offered by the firm. These include private equity funds, hedge funds, real estate funds, mezzanine funds, opportunistic funds, co-invest opportunities and private placements. Lily joined Goldman Sachs as an associate in 2012 and was named managing director in 2017.
Prior to joining Goldman Sachs, Lily was on the hedge fund investment team at Archer Asia, an Asian focused fund of funds, where her responsibilities included portfolio anagement, investment due diligence and hedge fund advisory services. Prior to that, she was at Credit Suisse Asset Management and KBC Asia Fund of Funds. She worked at KBC Fund of Funds during the Institutional Year of the Year 2005 and Best Asian Fund of Funds 2007 Eurekahedge. In this role she was responsible for hedge fund investment due diligence, manager selection and advisory services. Lily earned a Bachelor of Commerce in Accounting from the University of Queensland in Australia.
Connie Sin joined Nomura in 2024 as Head of Funds and Alternatives for International Wealth Management. She is responsible for leading and developing strategies for the managed funds business across the region by balancing innovative product offerings with strong advisory services. She also brings a client-focused approach to alternative investments.
Connie has been in the wealth management and asset management industries for two decades, with experiences as fund advisor and investment director. Prior to joining Nomura, Connie held a similar role as Head of Managed Investments with Standard Chartered in Hong Kong, responsible for the managed investments distribution business and overall strategy. Before that, Connie was an Executive Director in the fund advisory team at BNP Paribas Wealth Management. She has also worked at other financial institutions including Citibank, AIG Private Bank and CLSA.
Connie is a CFA charter holder and has a Master’s degree in China Business from The Hong Kong University of Science and Technology, and a Bachelor of Commerce from University of British Columbia, Canada.
Alan Lee is the Managing Director at Blackhorn, and an executive member of the firm’s investment committee. Alan is primarily responsible for the management of portfolios, and the formulation of investment strategies. He has a proven record in Hong Kong and across Asia in the creation of value, specifically for families and individuals, through the development and implementation of customised solutions across multiple asset classes.
Prior to joining Blackhorn in 2022, Alan spent 15 years in banking with international experience in wealth management and private banking spanning across Hong Kong, Singapore, and Australia. Alan was a Director at UBS Wealth Management Hong Kong for over 8 years before joining Blackhorn. He also worked at HSBC in Singapore and Citi Australia in Private Banking and Wealth Management earlier in his career.