The Risk Taiwan conference will bring together senior professionals from major regional and global financial institutions and regulators to analyse the impact of global regulatory reforms and investigate the investment strategies adopted by banks and institutional investors from across the region.
Risk Taiwan 2018
The conference connecting leaders in Taiwan financial market
The Risk Taiwan conference will bring together senior professionals from major regional and global financial institutions and regulators to analyse the impact of global regulatory reforms and investigate the latest investment strategies adopted by banks and institutional investors from across the region.
Dr Laurel Ho
Assistant Director General, Department of Foreign Exchange
CENTRAL BANK OF THE REPUBLIC OF CHINA (TAIWAN)
Dr. Laurel, Lan-chih Ho is Assistant Director General of the Department of Foreign Exchange in the Central Bank of the Republic of China (Taiwan). She has been assigned for overseeing the foreign reserve management since January 2012. She is also monitoring the performance of external asset managers. Before assigned with this position, she was doing research on asset allocation strategies, fixed-income investment strategies, currency overlay strategies etc.
She joined the CBC at February 2004. Prior to that, she was Assistant Professor of the Department of Finance at Yuan Ze University, Taiwan. She has a number of research papers published in academic journals, such as Review of Quantitative Finance and Accounting (2011), Review of Financial Economics (2009), Journal of Asset Management (2008), Financial Management (2007), Review of Pacific Basin Financial Markets and Policies (2005).
Dr. Ho holds PhD in Finance from University of Birmingham, U.K., 1999, and holds FRM in year 2003.
Deputy Director-General of Banking Bureau
FINANCIAL SUPERVISORY COMMISSION
Master(Finance),Graduate School, State University of New York
- Financial Supervisory
- Deputy Director of Department of International Affair, Financial Supervisory Commission
- Chief, Assistant Director-General, Deputy Director and Director of Banking Bureau, Financial Supervisory Commission.
Head of Marketing & Strategy, APAC
Alexandre looks after the definition, positioning and go-to-market strategy of Murex product solutions with a focus on Risk Management and Regulatory Transformation. His most recent work centers on the implementation of the bilateral Initial Margin and Basel III capital reforms, and on XVA desks operating models. Alexandre also co-heads the Murex task force on the Interest Rates Benchmark Reform.
Since joining Murex in 2000, Alexandre has held both senior client-facing and product management positions, last serving as global head of the Risk Control practice and general manager for Murex Ireland, where he drove the development of the MX.III XVA management solution and Credit Risk simulation engine.
Alexandre holds a « Grande École » MSc in Management and Finance from HEC Paris.
Executive Vice President, Head of Global Financial Markets
CATHAY UNITED BANK
Henry Chan is head of Global Financial Markets at Cathay United Bank. Henry joined the bank in 2012 as the head of trading desk, before that he was a trader on money-market, rates derivative and FX products at Deutsche Bank, Standard Chartered and Credit Suisse. Henry holds a master’s degree in Investment Management from Cass Business School City, University of London.
Bureau Chief, Asia
Blake Evans-Pritchard is bureau chief, Asia, for Risk.net based in Hong Kong. Before taking on his current role, he spent three years covering regulatory issues across Asia for Risk.net, including implementation of Basel III and other international standards in regional jurisdictions. Previously, he spent five years in Brussels writing about the European Union’s financial services sector and competition policy and a number of years as Africa editor for a news service covering post-conflict restitution around the world.
Senior Vice President, Head of Global Markets
CATHAY UNITED BANK
Tony Kao is head of Financial Trading, Global Markets at Cathay United Bank. He had over 22 years banking experience, including 16 years commercial banking experience and 6 years investment banking experience. Tony holds a MBA degree in Investment Management from Pace University, New York.
Jeff is a Senior Manager in PwC Consulting Hong Kong. He specializes in risk & regulatory advisory with a primary focus on market, counterparty credit and liquidity risk management. He has over 8 years of experience in risk system operation review, market & liquidity risk models design and validation, as well as Fund Transfer Pricing (FTP) strategies in the banking industry. He is currently the key driver for all IRRBB initiatives and is the key member in supporting the Hong Kong Association of Bank's ("HKAB") for its response to BCBS and HKMA consultations, covering areas in market risk, IRRBB, counterparty credit risk and liquidity risk.
Jeff holds a Bachelors degree from the University of Hong Kong with dual concentrations in Risk Management and Finance. He is a Chartered Financial Analyst (CFA) and a certified Financial Risk Manager (FRM).
Dr Jerry Lin
Deputy Director of Financial Research Institute
TAIWAN ACADEMY OF BANKING AND FINANCE (TABF)
Kok Wah Lok
Head of Market Risk Client Services, APAC
Kok Wah LOK （駱國華）is the Head of Market Risk Client Services, APAC (Asia Pacific) and based in Murex Singapore. He is responsible for Market Risk related client advisories and project deliveries across APAC for Murex business solutions such as VaR, FRTB and Initial Margin Models.
Since joining Murex in 2004, he has led and advised numerous successful Murex risk implementations in the APAC region, shaping the trading risk infrastructure and risk practices of our clients. In additional, he collaborates closely with the product development team to drive the evolution of the MX.III Market Risk Engine to address our clients’ market risk needs.
Kok Wah is a graduate of the National University of Singapore and a CFA charter holder.
Global Principal Product Manager - Margin and Clearing Risk
Sophie Marnhier Foy is the Calypso global product manager for CCPs, Clearing Risk and Margin. In her role, she designs the Calypso margin solutions to meet the various regulatory margin and clearing requirements. Currently, Sophie works very cl osely with clients implementing ISDA SIMM, to ensure that their IOSO/BCBS compliance for Sept 2018, 2019 or 2020 will be successful. Ms Marnhier-Foy is also in charge of the margin services cloud initiative, which is offering native cloud micro-services. The first service is offering ISDA SIMM margin calculation and management.
Executive Vice President, Head of Corporate Finance
CATHAY UNITED BANK
Benny Miao is Executive Vice President and Head of Corporate Finance. Benny is responsible for all aspects of Cathay United Bank’s (“CUB”) Corporate Finance Group, including syndicated loans, structured finance, project finance, financial advisory, and debt capital markets.
Prior to CUB, Benny held senior positions at APG Asset Management, Asia (Dutch Pension Fund), China-ASEAN Fund (Infrastructure Private Equity Fund), and Citigroup Corporate and Investment Bank (based in New York, Australia, and Hong Kong).
Benny holds a Bachelor’s of Science degree in Finance from California State Polytechnic University, Pomona and a Masters of Business Administration degree from Pennsylvania State University. Benny is also a CFA charterholder.
Managing Director, Head of Energy & Infrastructure Group Asia
CRÉDIT AGRICOLE CIB
Quentin is based in Hong Kong where he is Head of Credit Agricole CIB’s Energy & Infrastructure Group for Asia with responsibility for a team of ten based in Hong Kong and Singapore. He was previously a senior member of the Power & Utilities project finance team based in Paris with responsibility for advisory and arranging mandates in the EMEA region. The Energy & Infrastructure Group covers project and acquisition financing and advisory in the key sectors of Power, Oil&Gas, Infrastructure and Mining. Key recent transactions that Quentin has led include the acquisition financing for GIP’s US$5Bn acquisition financing of Equis’ pan-Asian renewables portfolio that closed in January and the Formosa 1 Offshore Wind project here in Taiwan that closed in June and where CA-CIB acted as Lead Documentation Bank. In Taiwan, the team is currently actively working on one M&A advisory and two MLA roles in the Offshore wind space and as sole lender for a large-scale solar PV project
Head of Business Development & Solution Sales, Risk, North Asia
Based in Hong Kong, Thomas So is the Head of Risk, North Asia. He manages the North Asia Risk Business Development and Sales Specialist teams focus on Thomson Reuters Risk portfolio of products and services including Know Your Customer, Anti-Money Laundering, Risk Management, Enhanced Due Diligence and Compliance Learning, for industries such as Banking/Finance, Insurance, Corporate, Manufacturing and Government.
Thomas has been involved in numerous GRC projects for over 5 years which he is also ITIL certified consultant. Prior joining Thomson Reuters, Thomas was the Director of Greater China for RSA (Security Division of EMC) where he gained extensive experience in IT Risk and Cyber Security.
Chief Investment Officer
PRUDENTIAL FINANCIAL SECURITIES TRUST ENTERPRISE
Tang spent 24 years working in financial industry including 20 years' experience in fund management in Hong Kong and Taiwan. He worked for JP Morgan (Hong Kong), Value Partner Concord AMC. Prior to joining the Company, Tang was the Chief Investment Officer of PineBridge Investment Management Taiwan.
Joseph Tang is a graduate of National Taiwan University and received MBA from Baruch College, the City University of New York, United States. He holds CPA certificates in both Taiwan and the United States..
Chief Investment Officer - Fixed Income
FUHHWA SECURITIES INVESTMENT TRUST
Mr. Wu is the CIO of the Fixed Income Department at Fuhhwa Securities Investment Trust Company and the fund manager for 4 overseas bond funds (including: Fuh Hwa Global Bond Fund, Fuh Hwa Global Short-term Income Fund, and Fuh Hwa Emerging Markets Short-term Income Fund, Fuh Hwa ZAR fixed income umbrella fund). Fuh Hwa Global Bond Fund is the earliest overseas bond fund in
Mr. Wu holds 2 master degrees ( Executive MBA Program in Business Administration of National Taiwan University and Master in Banking and Finance of National Chengchi University) and a bachelor degree in Economics from
Senior Market Specialist
Dennis Yap is a Calypso Senior Market Specialist for Capital Market, Treasury and Asset Management. He helped both global and Taiwanese Banks, Securities Companies, Asset Managers and Fortune 500 companies design solutions around investment, risk and compliance challenges. Dennis Yap spearheaded Calypso entry into many greenfield market including Taiwan, China and Thailand. He also expanded Calypso capability to better support local practices across Asia Pacific region including India, Hong Kong, Japan and Korea. Dennis Yap graduated from National University of Singapore and is a certified Project Management Professional and Financial Risk Manager.
Calypso Technology, Inc. is a cloud-enabled provider of cross-asset front-to-back solutions and managed services for financial markets with over 40000 users in 60+ countries. Its award-winning software improves reliability, adaptability, and scalability across several verticals, including capital markets, investment management, central banking, clearing, treasury, liquidity, and collateral. Calypso is pioneering innovative technologies (native cloud technology, AI, Big data) that reimagine capital markets.
“Calypso” is a registered trademark of Calypso Technology, Inc. in the U.S., EU and other jurisdictions. Other parties’ trademarks or service marks are the property of their respective owners.
About Cathay United Bank
Cathay United Bank (CUB) is a leading financial services group and leading banking group in Asia-Pacific region, with over 231 offices in 11 countries. CUB is listed and headquartered in Taiwan, commenced commercial banking operations in Taiwan as well as across the Greater China and Southeast Asia.
CUB is the wholly-owned subsidiary of Cathay Financial Holdings Company (“Cathay FHC”), listed on the Taiwan Stock Exchange (2882 TT), which is currently the largest financial conglomerate in Taiwan, with total assets and market capitalization reaching USD298 billion and USD22.3 billion respectively as of December 2017. In addition to its securities arm, Cathay FHC owns the largest life insurer, the 2nd-largest property & casualty insurer, and the largest asset management firm in Taiwan, boasting a customer base that is one out of every two people in Taiwan.
Cathay United Bank transforms an award-winning reputation into practical action to share the love with Taiwan. We are committed to positive enterprise value, fostering green energy companies, and fulfilling our social responsibility by giving back to the public. Our dedicated planning and services are based on customer needs, leading innovation for your future and sustainable development of Taiwan.
For more than 30 years, Murex has been providing the best enterprise wide, cross-asset financial technology solutions to capital markets players. Its cross-function platform, MX.3, supports trading, treasury, risk and post-trade operations, enabling clients to better meet regulatory requirements, manage enterprise-wide risk, and control IT costs. With more than 50,000 daily users in 60 countries, Murex has clients in many sectors, from banking and asset management to energy and commodities.
Murex is an independent company. With over 2,000 employees across 17 countries, Murex is committed to provide cutting edge technology, superior customer service, and unique product innovation.
For more information, please visit us at www.murex.com
PwC - Mainland China, Hong Kong, Macau, Taiwan and Singapore
PwC China, Hong Kong, Macau, Taiwan and Singapore work together on a collaborative basis, subject to local applicable laws. Collectively, we have around 850 partners and 21,000 people in total.
We provide organisations with the professional service they need, wherever they may be located. Our highly qualified, experienced professionals listen to different points of view to help organisations solve their business issues and identify and maximise the opportunities they seek. Our industry specialisation allows us to help co-create solutions with our clients for their sector of interest.
We are located in these cities: Beijing, Shanghai, Hong Kong, Shenyang, Dalian, Tianjin, Jinan, Qingdao, Nanjing, Suzhou, Hangzhou, Ningbo, Hefei, Zhengzhou, Wuhan, Changsha, Xi’an, Chengdu, Chongqing, Kunming, Xiamen, Guangzhou, Shenzhen, Macau, Haikou, Taipei, Chungli, Hsinchu, Taichung, Tainan, Kaohsiung and Singapore.
Thomson Reuters is the world’s leading source of news and information for professional markets. Our customers rely on us to deliver the intelligence, technology and expertise they need to find trusted answers. The business has operated in more than 100 countries for more than 100 years. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges. For more information, visit www.thomsonreuters.com.
ActiveViam provides operational analytics solutions to business users in need of timely decision-making over fast-moving data. Its unique value comes into play in time-sensitive and data-intensive business processes that require operational, corrective or predictive decision-making to better steer businesses. ActiveViam offers business users a single operational decision-making environment that helps continuously evaluate performance goals, instantly detect and analyse deviations, simulate the impact of scenarios and take relevant action – all in real time.
The Pension Fund Association was founded in June 29th, 1999. Members of the Association include the representatives from the three major pension funds in Taiwan (Labor Pension Fund, Labor Insurance Fund, and Public Service Pension Fund), government agencies, scholars, asset management companies, private insurance companies, and Securities investment Trust & Consulting Association. The Pension Fund Association aims to promote the development of the pension system and the pension fund management, provide professional suggestions on pensions, encourage academic research on pensions, share experiences in pension fund management, and hold academic seminars and international activities. The goal of the Association is to solidify the cooperation among industry, governments, and academia so as to improve the pension fund management in Taiwan. There are three committees (Public Relation and Active Committee, Research Development Committee, and Retired Investment Education Promotion Committee) in charge of the operation of the Association.
Thought Leadership Risk Series Sponsorship Opportunities
For information on participating as a thought leader at Risk Taiwan please get in touch with us.
Regional Manager, Asia
T: +852 3411 4821