Yazid Mahadi
Head of Funds Selection
Bank of Singapore

Yazid Mahadi joined Bank of Singapore on 19 September 2022 as Head of Funds Selection. He reports to Jean Chia, Head, Portfolio Management & Research Office (PMRO).

Yazid will lead the team, based in Singapore and Hong Kong, which is responsible for the selection of best-in-class fund managers and funds. Bank of Singapore curates and monitors an extensive platform of mutual funds and exchange traded funds, for both advisory and discretionary investments for wealth management clients.

Yazid joins Bank of Singapore from Brunei’s leading financial institution BIBD group, where he was managing director for its subsidiary BIBD Securities (“BIBDS”) from 2018 to 2022. Under his leadership, BIBDS became the first full-fledged licensed asset manager in the country and expanded its wealth management business. Prior to joining BIBD, Yazid was a portfolio manager for Brunei’s sovereign wealth fund, focusing on equities, hedge funds and multi-asset strategies.

Yazid graduated with a distinction in the Masters of Philosophy (MPhil) in Economics from the University of Cambridge, United Kingdom (UK). He obtained a first class degree with honours in the Bachelor of Science (BSc Hons) in Economics from the University of Manchester, UK where he was awarded the Manchester School Award. He is a CFA charterholder and has a special interest in environmental, social and governance topics.

Vincent Au
Chief Investment Officer
ALPS Capital Management

Vincent joined ALPS Capital Management, a multi-family office, in 2018 as Managing Director and is the Chief Investment Officer. His main focuses are designing and developing investment strategies and solutions for UHNW & HNW clients, and actively managing ALPS’s multi-asset portfolios and global equity mandates. Prior to joining ALPS, Vincent was a senior portfolio manager at Asia Capital Re in Singapore, an alternative investment portfolio manager at Aerion in the UK, a multi-asset portfolio manager at MMC UK pension fund and a G7 bond fund manager at British Airways Pension. Skilled in Credit Research, Equity Research, Asset Management, Portfolio Management, Capital Markets, Mutual Funds and Hedge Funds. A holder of a master’s degree in International Trade and Finance from Lancaster University, UK. A CFA Charterholder and a Fellow of Chartered Institute of Management Accountants.

Simon Godfrey
Consultant
Value Minds

Simon Godfrey a consultant at Value Minds. Previously he was an asset and wealth management technology consultant with Hong Kong based firm Privé Technologies. Prior to that was head of product advisory at EFG Bank and head of APAC ex-Japan product management at Fidelity International in Hong Kong. Earlier in his career, he was an emerging markets investment specialist with BNP Paribas Asset Management and a portfolio manager and fund selector in Paris. He is EFFAS accredited, a CAIA charterholder and obtained the Certificate in ESG investing from the CFA Institute.

Kevin Liem
Treasurer of the Council and Court
Hong Kong Baptist University

Mr Kevin Liem is the Treasurer of the Council and Court of the Hong Kong Baptist University, and serves as the Chairman of its Finance Committee, Investment Committee and Superannuation Fund.

He also holds the position as a Chief Investment Officer of a Hong Kong-based family office and the Chairperson of the Hong Kong Securities and Investment Institute.

Prior to that, he was the Chief Investment Officer for the Asian region at Swiss private banking group Compagnie Bancaire Helvétique SA, following his tenures with Aetos Capital’s Asia Pacific Speculative Investment Fund and UBS Investment Bank’s Investment Banking Department respectively.

Jeffrey Yap, CAIA
Managing Director, Regional Head of Wealth Management
Hong Leong Bank

Jeffrey is the Group Head of Wealth Management responsible for leading Hong Leong Bank’s Wealth and Private Banking businesses in the region.

priviously he headed the Investments and Wealth Solutions (IWS) team for Southeast Asia at HSBC Global Private Banking and Wealth. In this role, he is responsible for the delivery of investments, products, platforms and wealth solutions for the whole wealth continuum of Wealth and Personal Banking in Southeast Asia.

Jeffrey is a well-recognised investment professional in Asia with over 26 years of experience in global financial markets across asset classes. He has built and managed investment, trading, product and advisory teams for global financial institutions including hedge funds and private banks.

Jeffrey has a deep understanding of the trading, investment, products and risk management of various asset classes. He is unique among financial professionals in Asia with his breadth of experience ranging from equities, fixed income, FX, commodities, local currency debt to alternatives investments. Furthermore, his strong business acumen, mentoring and leadership experiences have enabled him to build strong businesses and manage successful teams regionally.

Prior to joining HSBC, Jeffrey worked as Managing Director in PAG, one of Asia’s largest alternative investment firms and was responsible for the firm’s public fixed income investments. Prior to that, he was Chief Investment Officer of Ark One as well as Managing Director and Head of Fixed Income Trading – Asia for Mizuho Securities.

Jeffrey is a CAIA charterholder and holds a MBA degree from Charles Sturt University and Honors Degree from University of London.

Isaac Poole
Chief Investment Officer
Oreana Financial Services

Isaac is the Chief Investment Officer for Oreana Financial Services, a wealth and asset management company operating across Asia and Australia.

Isaac’s career spans central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong, including Willis Towers Watson, NSW Treasury Corporation, Lloyds Banking Group and the Reserve Bank of Australia.

Isaac holds a PhD in Economics from the University of Sydney and is a Senior Industry Fellow with the School of Business and Economics at the University of Tasmania. Isaac is a Certified Investment Management Analyst certificant.