Global Banking Series
Engage with the global banking industry from your desk
Through Moody’s analysis and complimentary thought leadership from industry experts, watch the current narrative in global banking unfold live on your screen across 15 live online sessions. This global super event is a must-attend for senior banking and finance industry participants that need a definitive picture of global banking delivered to their desks.
Develop your current knowledge of global banking through access to a level of analysis, thought leadership and engagement like no other at Moody’s Banking Series 2021.
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Mr. Gorman is Chairman and CEO of Morgan Stanley. Mr. Gorman became CEO in January 2010 and Chairman in January 2012. He joined the Firm in February 2006 and was named Co-President in December 2007. Before joining Morgan Stanley, Mr. Gorman held a succession of executive positions at Merrill Lynch. Prior to this, he was a senior partner of McKinsey & Co. and began his career as an attorney in Melbourne, Australia. Among his civic activities, Mr. Gorman serves as a Director of the Federal Reserve Bank of New York and the Council on Foreign Relations, and Co-Chair of the Board of Overseers of the Columbia Business School, and is a member of the Financial Services Forum, Business Council and the Business Roundtable. He formerly served as President of the Federal Advisory Council to the U.S. Federal Reserve Board, Co-Chairman of the Partnership for New York City, Chairman of the Board of the Securities Industry and Financial Markets Association and Co-Chairman of the Business Committee of the Metropolitan Museum of Art. Mr. Gorman, who was born in Australia, earned a B.A. and Law degree from the University of Melbourne and an M.B.A. from Columbia University.
Meena is the Senior Advisor for Asia-Pacific Financial Services Regulatory Affairs at EY in Hong Kong. She joined EY in 2018 with more than 22 years of experience in the Hong Kong Monetary Authority including as Executive Director responsible for Enforcement and Anti Money Laundering / Counter Terrorist Financing Supervision and prior to that as founding head of Banking Conduct Department. She started her career with the central bank in 1995 as a senior counsel specializing in advising the various banking departments.
Meena specializes in advising financial institutions on a wide range of regulatory issues particularly those related to conduct and culture as well as leveraging on technology to manage their conduct, compliance, and financial crime risks. She has sound understanding of relevant regulations, industry practice and regulators’ expectations and is experienced in leading advisory projects on internal control failings as well as diagnosing regulatory issues and providing necessary training to senior management of banks.
Mr. Manop brings a wealth of almost 30 years of experience in finance and international investments, especially in China capital market. Since 2012, he has been taking leadership to develop regional banking platforms for Siam Commercial Bank (SCB) especially in China, Myanmar, and Cambodia. SCB’s China Business team has contributed greatly to the development of Sino-Thai business and investment, including providing cross-border e-commerce services to promote Thai products to Chinese consumers, managing SCB China fintech VC fund, as well as providing cross-border banking and project financing services. Under his leadership, SCB has been the only Thai bank to be awarded “Best Local Bank in Asean for Belt & Road Award” from Asia Money for 3 consecutive years in 2017-19 and “Best Belt & Road Bank for Thailand Award” from Finance Asia in 2018.
Before joining SCB, Mr. Manop served as Head of China A-share Research at CLSA Shanghai/Hong Kong, specializing in China macro strategy and infrastructure sector investment during 2004-12. Prior to that, he worked at the Thai Ministry of Finance responsible for state-owned enterprise development policies.
Mr. Manop earned his MBA in Finance from Carnegie Mellon University, USA under the Royal Thai Government scholarship and BA in Accounting Information Systems from Chulalongkorn University, Thailand. He is a certified public accountant (Thailand) and was part-time lecturers at Chulalongkorn University and Fudan University (Shanghai). He served as advisor to the Sub-Committee on Monetary, Banking, Financial Institutions and Capital Market, the National Legislative Assembly, Royal Thai Government. In 2018, Mr. Manop was awarded “Thai Government Scholar Rising Star Award” from the Royal Thai Government.
Mr. Amitabh Chaudhry is currently the Managing Director & Chief Executive Officer of Axis Bank. Under his leadership, Axis Bank is undergoing a well-outlined multi-year transformation program, which is expected to catapult the bank to a premier financial institution of the country.
Before joining the Bank, Mr. Chaudhry had a long and successful stint of nine years at HDFC Life. Under his leadership, HDFC Life emerged as the finest, most technology savvy brand in the insurance space and today, it is one of India’s largest private life insurers.
Prior to HDFC Life, Mr. Chaudhry was the Managing Director & CEO of Infosys BPO and Head of the testing unit of Infosys Technologies Ltd. He was instrumental in building the BPO right from its inception and was later credited for making it an extremely profitable business, having presence across seven countries. He started his career with Bank of America in 1987 and played diverse roles such as Head of Technology Investment Banking for Asia, Regional Finance Head for Wholesale Banking and Global Markets, Chief Finance Officer of Bank of America (India) and Relationship Manager in Wholesale Banking for Mumbai and Delhi. He moved to Credit Lyonnais Securities in 2001as Head of Structured Finance practice and then also took over as the Head of Investment Banking franchise for South East Asia, before joining Infosys BPO in 2003.
Mr. Chaudhry is currently the Chair of the FICCI Committee on Banking. He has also served as Director on the Board of several reputed organizations and has received numerous awards and recognitions.
Sonja leads the IIF’s work on sustainable finance and sovereign debt policy, focusing on research and advocacy for the Institute’s global membership across the financial services industry. Her research interests include the economic impact and financial market pricing of climate and ESG risks, debt sustainability and market development in emerging markets. She oversees the IIF Weekly Insight, which offers a concise perspective on global financial markets with an ESG lens, and the IIF Global Debt Monitor, which looks across mature and emerging economies for debt-related vulnerabilities such as the rapid buildup in EM corporate debt levels. Her policy work on behalf of the IIF includes outreach and liaison efforts vis-à-vis the G20, the multilaterals, global regulators and standard setters, and the Central Banks and Supervisors Network for Greening the Financial System (NGFS). She also serves on the Board of the Regional Center for Sustainable Finance (RCSF).
Sonja has spent over 20 years in banking and financial markets, most recently with Nomura International in London, where she was Chief Equity Strategist. Earlier positions include stints as a U.S. economist and bank credit analyst in New York and Los Angeles. She is a Chartered Financial Analyst (CFA) has an MBA and BA from the University of California, Berkeley. Sonja’s work is widely cited in the financial press; she is a regular speaker on sustainable finance and global debt issues at industry conferences and in the media. She also hosts the popular series of IIF Climate Finance Workshops and ESG Webinars.
Stephen Morris is the Financial Times banking editor. He joined the newspaper in 2018, initially covering lenders across Europe before moving to oversee the FT's banking coverage in general. He was previously a reporter at Bloomberg News and The Independent.
Mr. Nirmal Jain, Founder and Chairman of IIFL Group, is a first generation entrepreneur, who is credited with building one of the largest financial services groups in India in just about two decades. He is a PGDM (Post Graduate Diploma in Management) from IIM, Ahmedabad, a rank holder Chartered Accountant and a Cost Accountant.
Under Nirmal's visionary direction, today IIFL is one of the largest financial services firms in India with three distinct listed businesses – IIFL Finance, IIFL Wealth, IIFL Securities and are backed by marquee global investors like Fairfax Group, private equity major General Atlantic and UK government’s private equity fund - CDC Group. IIFL Group has a customer base of over four million across 8 countries.
The Economic Times recognizes Mr Jain and one of the most promising business leaders in Asia. He received the CA Entrepreneur Leader Award in the Financial Services category from The Institute of Chartered Accountants of India (ICAI) in 2018.
Mr. Jain lives in Mumbai with his wife and three children. He is also passionate about contributing to society, especially in the fields of education and healthcare for the under privileged, for which he has setup the IIFL foundation. IIFL Foundation’s flagship project ‘Sakhiyon Ki Badi’, is one of the largest girl child education in India and has already brought 36,000 out of school girls into the education fold in Rajasthan.
Ahmad Siddik Badruddin
Managing Director, Chief Risk Officer - PT. Bank Mandiri (Persero) Tbk.
Vice Chairman II - Perbanas
- 31 Years of experience in Banking Industry, appointed as Managing Director – Chief Risk Officer at Bank Mandiri since March 2015 responsible for overall risk management, including in formulating and implementing risk management strategies and policies.
- 24 years of experience at Citibank/Citigroup as Senior Executive in risk management function, based in 7 countries in Asia (Indonesia, Singapore, Hong Kong and the Philippines), Europe (Germany, United Kingdom) and the U.S.A. (New York).
- His last role at Citibank/Citigroup in New York City was Managing Director - Risk Management, responsible for the oversight of North America Credit Cards & Private Label Cards businesses (U.S. & Canada) and unsecured credit portfolios at 13 countries in the Asia Pacific region.
- When he was based in London, U.K., he was Managing Director – Risk Management, responsible for the oversight of the consumer banking credit in 11 countries in Central/Eastern Europe and the Middle East Africa regions
- He joined Citibank Indonesia as a Management Associate in 1990 upon graduation from the University of Texas at Austin, U.S.A. (Bachelors of Science in Chemical Engineering and MBA in Information Systems Management with merit scholarship from IBM).
Andrew Sheng is a former central banker and financial regulator in Asia and a commentator on global finance. He is Pro-Chancellor of Bristol University and Distinguished Fellow, Asia Global Institute, University of Hong Kong, as well as Chairman, George Town Institute of Open and Advanced Studies, Wawasan Open University, Malaysia.
Andrew is the Chief Adviser to the China Banking and Insurance Regulatory Commission, a member of the international advisory council of the China Investment Corporation, the China Development Bank, and China Securities Regulatory Commission.
Andrew served as Chairman of the Securities and Futures Commission of Hong Kong from 1998 to 2005, having previously been a central banker with the Hong Kong Monetary Authority and Bank Negara Malaysia. He also worked with the World Bank from 1989 to 1993. From 2003 to 2005, he chaired the Technical Committee of the International Organisation of Securities Commissions (IOSCO). He was a Board Member of Khazanah Nasional Berhad, the sovereign wealth fund of Malaysia.
He has a First Class Honours in Economics from Bristol University, and Honorary Doctorates from University of Bristol and University of Malaya. He is an Adjunct Professor at the Graduate School of Economics and Management, Tsinghua University, Beijing and Faculty of Economics, University of Malaya.
He is author of “From Asian to Global Financial Crisis: An Asian Regulator’s View of Unfettered Finance in the 1990s and 2000s” (2009), and co-editor (with Ng Chow Soon) of the book, “Bringing Shadow Banking into the Light: Opportunity for Financial Reform in China” (2015). He writes regularly on international finance and monetary economics, financial regulation and global governance for Project Syndicate, AsiaNewsNet and leading economic magazines and newspapers in China and Asia. In April 2013, Andrew was named by Time magazine as one of the 100 most influential people in the world. He also appeared in the Oscar-winning film “Inside Job” in 2011.
Appointed: 2 August 2013
Relevant Working Experience:
Over 25 years of experience in investment banking, corporate finance and capital markets with several institutions including Aseambankers, Schroders, Malaysian International Merchant Bankers, JP Morgan and Khazanah Nasional Berhad.
- Master of Business Administration (Finance), University of Denver, USA
- Bachelor of Science in Accounting, Pennsylvania State University, University Park, USA
- Advanced Management Program, Harvard Business School
- Chartered Banker, Asian Institute of Chartered Bankers
- Listed Entity/Entities:
- Executive Director/Group President & Chief Executive Officer of Maybank
- President Commissioner of PT Bank Maybank Indonesia Tbk
- Other Public Company/Companies:
- Director of Maybank Singapore Limited
- Director of Cagamas Holdings Berhad
- Director of Financial Industry Collective Outreach
- Vice Chairman of Asian Institute of Chartered Bankers
Mr. Dmytro Kolechko holds a Master’s degree in International Business Administration from Kiev National University of Economics. He has over 20 years of working experience in banking industry, with over 15 years in senior leading positions in risk management, including Chief Risk Officer (CRO) at Raiffeissen Bank Ukraine, CRO at Alfabank Ukraine, and CRO for Hypo-Alpe-Adria Bank in Bosnia and Herzegovina. Since 2015 he has held the position of Head of Risk Management Division (CRO) at Vietnam Prosperity Bank (VP Bank).
1. Name: Hidetoshi Sakuma
2. Title: Chairman (Representative Director)
3. Date of Birth: October 1, 1952
4. Education: Graduated from Waseda University in 1976, BA Political Science and Economics
April 1976: Joined The Chiba Bank, Ltd.
June 2000: General Manager, Treasury Division
June 2002: General Manager, Corporate Planning Division
June 2003: Director, General Manager, Corporate Planning Division
June 2006: Director and Managing Executive Officer, General Manager, Head Office
June 2007: Director and Managing Executive Officer
March 2009: President (Representative Director)
June 2021: Chairman (Representative Director)
Katie Keenan is the Chief Executive Officer of Blackstone Mortgage Trust, a publicly-traded commercial mortgage REIT managed by Blackstone, and a Senior Managing Director in the Blackstone Real Estate Debt Strategies group. Ms. Keenan is a member of the Real Estate Investment Committee for both Blackstone Real Estate Debt Strategies and Blackstone Real Estate Advisors, and is based in New York.
Before joining Blackstone in 2012, Ms. Keenan held positions at G2 Investment Group, Lubert-Adler Real Estate Funds and in the Real Estate Investment Banking Group at Lehman Brothers.
Ms. Keenan graduated cum laude with an A.B. in History from Harvard College. She is a member of the Board of Directors of Getting Out and Staying Out, sits on the Advisory Board of NYPEN Real Estate and is a member of WX New York Women Executives in Real Estate.
Kelvin Lei is the CEO and co-founder of AQUMON as well as a member of the Financial Technology Advisory Committee of the Hong Kong Securities & Futures Commission. AQUMON’s mission is to leverage smart technology to make next-generation investment services accessible to everyone. AQUMON was rated as one of China's top 50 Fintech companies and has partnered with over 100 financial institutions including AIA, China Merchants Wing Lung Bank, Bank of China International, China Resources Bank, ICBC (Asia), etc. AQUMON’s key shareholders include Alibaba Entrepreneurs Fund, Lenovo Capital, Hong Kong University of Science and Technology, Bank of China International Affiliate, and Cyberport.
With Kelvin’s acute sense for institutional needs, he is now driving adoption of artificial intelligence and automation technology within banks, asset managers, and wealth managers. Kelvin currently directs AQUMON’s product development and go-to-market strategy. In addition he leads the Institutional Client Group in expanding client coverage in Hong Kong, China and overseas.
Prior to co-founding AQUMON, Kelvin was a Vice President of Deutsche Bank’s Institutional Client Group with over 10 years of Fixed Income Sales & Trading expertise. Kelvin has helped financial institutions and corporations allocate over USD10 billion into global assets. He also spent time in Credit Suisse and CICC, where he acted as the sole coverage for China Merchant Bank and covered top-tier asset managers such as PIMCO and BlackRock respectively. Kelvin obtained a Master in Finance degree from University of International Business & Economics in Beijing, China.
Dr. ir. Lars Machenil is CFO at BNP Paribas.He was previously CFO at BNP Paribas Fortis. Since 2003 he held several Board and executive roles for Finance in the Benelux, Turkey and Poland. These roles covered functions such as accounting, Performance management, M&A and structuring. Before, Lars worked for 3 years with McKinsey in Venezuela, Italy and Brussels mainly focusing on Banking and Wireless Communications. Lars started his professional career with Procter & Gamble among others focusing on supply chain management. Lars holds a PhD in nuclear science and an engineering degree in electrotechnics.
Mr. Lian is a distinguished expert of Price Monitoring Center of National Development and Reform Commission, founding member of the China Financial Forum, the president of the China Chief Economist Forum, Deputy Director of the Chief Economist Committee of the Asian Financial Think Tank, Shanghai Municipal Government decision-making consultation expert, and Chief Economist of the Bank of Communications from 2007 to 2019. Mr. Lian is entitled to State Council’s special government allowance, and was invited to expert panels chaired by CCP General Secretary and often invited to expert and entrepreneur seminars chaired by the Premier of the State Council (five times).
Mr Lian’s primary research interests are in macroeconomic operation and policy, international finance and commercial banking. He has published more than 600articles and 18 books, managed and completed over 30 research projects at the provincial and national level. His monograph “Interest Rate Liberalization: What Will be Dominant?" won the special prize at the 2016 Development and Research Distinctive Achievement Award of China Banking Industry. Another monograph "Research on China's Financial Holding Companies in the New Era" topped the list of Sina Finance’s comprehensive selection of the top 10 financial books for banking sector in 2019.
Luanne is the head of Group Sustainability and Corporate Responsibility at CIMB, one of ASEAN’s leading banking groups, where she is responsible for transforming CIMB into a shaper of sustainable finance and responsible banking practices in Asia.
Luanne has extensive experience in sustainability, strategy and transformation, as well as change management. She has been involved in a number of fields, including financial services and consulting. She was also a founding member of a startup company.
Luanne holds a Bachelor of Arts and a Master’s Degree in Manufacturing Engineering, as well as a Master of Arts from the University of Cambridge, and she is currently pursuing a Master of Liberal Arts in Sustainability at the University of Harvard Extension School.
Ms. Gayares is the Chief Risk Officer of the BPI Group of Companies and Head of its Risk Management Office since January 2018. As Chief Risk Officer, she is primarily responsible for the overall management of the BPI Group’s enterprise risks and provides executive and strategic risk support to the Bank’s Board of Directors, through the Risk Management Committee (RMC), in fulfilling its risk management function and ensuring that the Bank has an established, sound, and robust enterprise risk management (ERM) framework.
Prior to her appointment as the Chief Risk Officer, Ms. Gayares served as BPI’s Chief Compliance Officer from 2012 to 2017 where she was instrumental in transforming the Bank’s compliance, anti-money laundering, corporate governance, and data privacy frameworks, methods, and processes, and helping the Bank become one of the leading financial institutions in the Philippine banking industry in the areas of governance, risk management, and compliance (GRC).
Ms. Gayares joined BPI in 2000 as part of the merger with Far East Bank and Trust Company. Aside from heading Risk Management and Compliance in BPI, her work experience covered career stints in the areas of Corporate Banking, Credit and Transaction Banking, Loans Operations, Project Management, IT Systems, and Financial Control.
Ms. Gayares is a graduate of the University of the Philippines with a Bachelor’s degree in Business Economics and completed her Master’s degree in Business Administration (major in Finance and Investments) at George Washington University in Washington, D.C.
Michael Fei, holding a bachelor degree from Fudan University, joined OneConnect back to November 2017. He now serves as Company’s Deputy General Manager, Board Secretary and CEO of Commercial Banking Division. Also, Michael serves as the chairman of Shenzhen Qianhai Credit Service Centre Co., Ltd., Shenzhen E-Commerce Safety Certificates Administration Co., Ltd. and Open Gateway for Financial Services (Guangxi) Financial Technology Co., Ltd.
Michael is a Chartered Financial Analyst (CFA) with rich experience in the financial industry.
He began his career with HSBC China and Hong Kong. Later, he worked as Associate Principal of McKinsey, responsible for the provision of consultancy services to domestic and foreign banks, insurance and asset management companies. He also served as senior management for UBS Securities, Assistant to President of China Fortune Land Development, Langfang Bank.
Robin Hui Huang is Professor (senior level) at the Faculty of Law, Chinese University of Hong Kong. He is also Adjunct Professor of Law at the University of New South Wales, Li Ka Shing Visiting Professor of Law at McGill University, Honorary Professor at East China University of Political Science and Law, and Guest Professor at China University of Political Science and Law. He is Specially-Invited Research Fellow of the Supreme People’s Court of PRC and Expert Advisor of Shanghai Financial Court. He has acted as a Chinese law expert in international litigations and serves as an arbitrator in China and overseas. He also serves as Independent Non-executive Director of China Travel International Investment Hong Kong Limited, which is listed on the Stock Exchange of Hong Kong.
Professor Huang is a leading expert in corporate and financial law with a focus on Chinese and comparative issues. He has had about 120 publications, including 10 books and many papers in premier publishing houses and top journals in the United States, United Kingdom, Australia, Canada, Germany, Israel, Hong Kong, Mainland China, and elsewhere. He has recently published a book with Cambridge University Press, titled "Fintech Regulation in China: Principles, Policies and Practices.
Shumpei Morita joined SOFTBANK CORP. as a new graduate in 1998, and transferred to the SBI Group when it was established in 1999. He founded Office Work Co., Ltd (now SBI Business Solutions Co., Ltd.) as an in-house venture and became President and Representative Director in 2000. He became the director of SBI Holdings, Inc. in 2009, served as the CFO from October 2011 to June 2020, and currently serves as Senior Managing Director. He also currently serves as the Representative Director of SBI Regional Bank Holdings Co., Ltd and External Director of The Shimane Bank, where he is working to rebuild the business model of regional banks.
Sylvia Chen, based in Singapore, is a senior sustainable officer with Amundi. She previously worked at BNP Paribas and Oversea-Chinese Banking Corporation and had experiences in the debt capital markets origination and issuance space, including ESG and green bonds. Sylvia graduated from the University of British Columbia with a bachelor of commerce majoring in accounting and finance (honours), and the London School of Economics and Political Science with a masters in accounting and finance (Merit).
Takahiro Homma has served as Senior Managing Director and Chief Investment Officer for Fixed Income and Index & Solutions.
He most recently served as Chief Investment Officer for Solutions investment group where he was responsible for leading the team focused on providing investment solutions for institutional clients. He has a long experience with both global fixed income investment and product management.
Prior to joining Nomura Asset Management, he was a senior portfolio manager of global fixed income in Meiji Dresdner Asset Management. He began his career in the asset management industry in 1990 at Meiji Life insurance company where he managed global fixed income portfolio in the general account.
He graduated from the Waseda University with a BA in Economics.
Tobias Adrian is the Financial Counsellor and Director of the Monetary and Capital Markets Department of the International Monetary Fund (IMF). In this capacity, he leads the IMF’s work on financial sector surveillance, monetary and macro prudential policies, financial regulation, bank resolution, debt management, and capital markets. He also oversees capacity building activities in IMF member countries with regard to the supervision and regulation of financial systems, bank resolution, central banking, monetary and exchange rate regimes, and debt management.
Prior to joining the IMF, Mr. Adrian was a Senior Vice President of the Federal Reserve Bank of New York and the Associate Director of the Research and Statistics Group. Mr. Adrian has published extensively in economics and finance journals, his research spans asset pricing, financial institutions, monetary policy, and financial stability, with a focus on aggregate consequences of capital markets developments. Mr. Adrian holds a Ph.D. from the Massachusetts Institute of Technology, and an MSc from the London School of Economics in Econometrics and Mathematical Economics.
Past experience, positions, responsibilities, and significant concurrent positions:
|Apr.1982||Joined the Bank|
|Jun.2006||General Manager of Yonago-nishi Branch|
|Jun.2009||General Manager of Business Planning Dept.|
|Jun.2012||Executive Officer and General Manager of Management Planning Dept.|
|Jun.2014||Managing Executive Officer|
|Jun.2015||Director and Senior Managing Executive Officer|
|Jun.2018||Director, Vice President and Executive Officer|
|Jun.2020||President and Representative Director (current position)|
|(Current responsibilities) Personnel|
Geng XIAO is Professor of Practice at the Chinese University of Hong Kong at Shenzhen, where he is Director of the Institute of Policy and Practice at the Shenzhen Finance Institute. Professor Xiao is also Chairman of the Hong Kong Institution for International Finance. Before joining Shenzhen Finance Institute, Geng Xiao is Professor of Practice in Finance at Peking University HSBC Business School, Director of the Research Institute of Maritime Silk-road, and Deputy Director of PHBS Think-tank. Professor Xiao was previously Professor of Practice in Finance and Public Policy at the University of Hong Kong, Vice President of the Fung Global Institute, Director of the Columbia University Global Center in Beijing, Founding Director of the Brookings-Tsinghua Center for Public Policy, Senior Fellow of the Brookings Institution, Head of Research and Advisor to Chairman at Securities and Futures Commission of Hong Kong, and Consultant for the World Bank and UNDP. He graduated from University of Science and Technology of China and received Ph.D. in Economics from University of California at Los Angeles.
Billy was appointed Head of Climate Risk for Barclays in 2020. The new function was created to support Barclays’ ambition to become a net zero bank by 2050, helping to accelerate the transition to a low-carbon economy.
Billy is responsible for developing Barclays’ climate risk methodologies, and managing climate risk in the bank’s portfolio. He also leads Barclays’ climate stress testing work.
He has led the development of BlueTrack™, Barclays’ methodology for measuring financed carbon emissions and tracking them at a portfolio level against the goals of the Paris Agreement. The methodology, which went live in November 2020, is also helping Barclays to embed climate impact in its financing decisions.
Billy is overseeing the work to make climate risk a Principal Risk under Barclays’ enterprise risk management framework.
Prior to his current role, Billy was Head of Capital and Leverage Management at Barclays, responsible for managing the bank’s capital position. He has had a long-standing interest in environmental issues, and led the launch of the Barclays Green Bond issuance programme in 2017, a first amongst UK banks. Since joining Barclays in 2005, Billy has held a number of roles in Markets, the bank’s Portfolio Management group, and in the Treasury function, initially as Head of Securitisation and Asset Backed issuance.
He started his career at JPMorgan, is a CFA Charterholder and graduated from ESSEC Business School in Paris.
Xiong Yi joined Deutsche Bank in September 2018. He possess more than 20 years of working experience on cash and liquidity product management as well as advisory related positions in various foreign financial institutions including HSBC, RBS & JP Morgan. He has in-depth understanding of China regulatory landscape / industrial best practice related to cash and liquidity management area. He is experienced to advise complex in-country, regional cash/liquidity structures for multi-national corporate and large local corporate.
Zhao Zhihong, who holds PhD in management from Dalian University of Technology, is a senior economist, and an expert entitled to special government allowance. Zhao is also a director of the Northern Finance Institute of (NFI). He had worked for China Construction Bank for a long time before, and now serves as Executive Vice President and Chief Risk Officer of China Bohai Bank Co., Ltd. He has published seven monographs, including "Comprehensive Risk Management System of Banks", "Banking Product Factory - Evaluation and Analysis of Innovation Capability", "Real Time Smart Bank", "Lean Banking Services - Customer Experience Wins", "Banking Technology - Building Intelligent Financial Value Network", "Agile Bank – Metamorphosis of Financial Supply Aspect" and "Comprehensive Risk Management of Future Banks".
Jackie is a Vice President in Sustainability at JPMorgan Chase & Co. The Sustainability team, sitting within Corporate Responsibility, oversees JPMorgan Chase’s sustainability strategy across the firm’s operations and financing activities. The team also leads the firm’s efforts on ESG reporting and stakeholder & policy engagement. Jackie plays an integral role in the firm’s strategies on climate change, carbon disclosure, and management of environmental and social risks.
She is based in New York City. Jackie previously spent nine years in Commercial Banking tailoring lending and treasury solutions for nonprofit clients. Her clients included a range of environmental, conservation, and social justice organizations, as well as healthcare and higher education institutions. She spent three years in Washington, D.C., helping to drive JPMorgan Chase’s expansion into the D.C. market. Following her time in Commercial Banking, Jackie was chosen for a highly selective leadership rotational program within JPMorgan Chase, which expanded her skill sets, network, and firmwide knowledge. Jackie’s time working with mission-driven clients has stimulated her own passions and helped her pivot into sustainability-focused work.
Her career progression gives her a unique perspective on the opportunities and challenges faced by both the financial services industry and its clients in achieving ESG goals. Her expertise in working with corporate clients allows her to play a key role in ESG and climate discussions across the firm’s client base. Jackie holds a Bachelor’s in Business Administration in Finance and Economics from Pace University in New York. In her spare time, she enjoys competitive horseback riding and exploring the outdoors.
Patrick Mattson is a Managing Director at KKR and is the Chief Operating Officer of the Real Estate Credit group and the President and Chief Operating Officer of KKR Real Estate Finance Trust Inc. (NYSE: KREF). He is a member of the Real Estate Credit Investment Committee and Portfolio Management Committee. Prior to joining KKR, Mr. Mattson was a managing director at Rialto Capital Management and led the mezzanine debt platform. Prior to Rialto, he was at Morgan Stanley and held various positions within the commercial real estate groups, most recently on the securitized products trading desk where he was responsible for the structuring, distribution and pricing of new issue Commercial Mortgage Backed Securities (CMBS). Prior to Morgan Stanley, he was at Deloitte & Touche focused on the firm's CMBS practice. Mr. Mattson received a B.A. from the University of Virginia and is a CFA charterholder. He currently serves as Vice Chairman of the Mortgage Bankers Association (MBA) Capital Council and as a member of the MBA Commercial/Multifamily Board of Governors.
Ser-Jin Lee is the Head of Compliance and Government Relations for Grab Financial Group (GFG). With over a decade of financial markets, regulatory compliance and financial centre development experience, he leads a regional team responsible for GFG’s compliance with financial regulations and for public affairs in the financial regulatory sphere.
Prior to joining Grab in 2018, Ser-Jin held a variety of positions with Singapore’s central bank, the Monetary Authority of Singapore (MAS). At the MAS, he was responsible for growing the central bank’s network with Asia Pacific and Middle East central banks and he also led the MAS’ New York Office.
Ser-Jin holds postgraduate and bachelor degrees from the London School of Economics and the University of Chicago respectively.