ubs ya2022 agenda en

Day 1: Thursday, January 6Day 2: Friday, January 7UBS Live l Singapore Standard Time (SST) / Hong Kong Time (HKT)

GamechangersThe power of reimagination

Thursday, January 6 l UBS LiveSingapore Standard Time (SST) / Hong Kong Time (HKT)

Agenda

10:00 - 10:10 Opening address

August Hatecke , Co-Head Wealth Management Asia Pacific, Country Head Singapore

10:10 - 10:20 Global Year Ahead 2022: A Year of Discovery

Is inflation here to stay? What will drive growth & what will economic policymakers do? After two years marked by lockdowns & stuttered reopenings, in a Year of Discovery, we are set to learn what a new “normal” looks like in a world transformed by the effects of the pandemic.

Looking further ahead, the net-zero carbon transition & technological disruption are set to prove the most consequential investment trends of the coming decade, with opportunities observed in greentech, big data & cyber security, to name a few.

This session will focus on the global investment outlook for 2022 & take a closer look at some of the biggest questions that will drive conversations in this year of discovery.

Mark Haefele, Global Chief Investment Officer , UBS Global Wealth Management

10:20 - 10:45 Electric vehicles: From niche to mainstream

This session will look at the time horizon to full electrification for electric vehicles, discuss the near & long-term industry bottlenecks & what the future battery might look like.

Martin Eberhard, Engineer, inventor and veteran Silicon Valley entrepreneur

Moderated by: Tim Bush, Research Analyst , UBS Investment Bank

10:45 - 11:05 APAC Year Ahead 2022: A Year of Realignment

After leading the world’s recovery from the pandemic in 2020, Asia has trailed in 2021. Lagging vaccination rates, the delta variant & a philosophical struggle on whether to “live with COVID-19”, have held back reopening in comparison to certain developed markets. After a volatile 2021, what does 2022 have in store for investors?

This session will deep dive into the region’s prospects amid this year of realignment.

Tan Min Lan, Head Chief Investment Office APAC, UBS Global Wealth ManagementTimothy Tay, Head of Credit APAC, Chief Investment Office , UBS Global Wealth ManagementSundeep Gantori , Equity Strategist, Chief Investment Office, UBS Global Wealth Management

#UBSGameChangers

The power of reimagination

Game changers

The timings reflected in the agenda document are subject to change. Please check the conference website for the latest updates on session timings.

Agenda

11:05 - 11:25 New game in China

2021 has been a turbulent year for China, with investors riding a rollercoaster of volatility amid headwinds from regulatory clampdowns, a property debt crisis, supply chain disruptions & an energy crunch.

In line with achieving its “common prosperity” goals, Beijing has embarked on a series of “distribution” reforms aimed at promoting more inclusive & sustainable growth. The new development model could have profound implications on the future of China’s economy, markets & technology sector. So, has the game changed in China for investors?

This session will explore the post-pandemic investment landscape in China.

Bao Fan , CIO & Founding Partner, Huaxing Growth Capital and Chairman & CEO, China Renaissance Group

Moderated by:Tan Min Lan , Head Chief Investment Office APAC , UBS Global Wealth Management

11:25 - 11:55 Future of investing: In conversation with Henry Kravis

Henry Kravis is a Wall Street legend. He recently stepped down as the Co-CEO of KKR with his cousin, George Roberts, after founding & running the company for 45 years. They’ve built KKR into one of the most powerful financial institutions in the world. Today, KKR has US$430b in assets across private equity, real estate, insurance & credit investing.

This session will cover macro trends, how the world of finance & investing may change in the future, what KKR is investing in today & how.

Henry R. Kravis, Co-Founder & Co-Executive Chairman, KKR

Moderated by:Mark Haefele, Global Chief Investment Officer , UBS Global Wealth Management

Year Ahead 2022#UBSGameChangers


Friday, January 7 l UBS LiveSingapore Standard Time (SST) / Hong Kong Time (HKT)

#UBSGameChangers


Game changers

Agenda

10:00 - 10:10 Opening address

August Hatecke , Co-Head Wealth Management Asia Pacific, Country Head Singapore

10:10 - 10:35 The world revolves around software: Every company is a software company

Despite growing rapidly over the past decade, the software industry has barely scratched the surface of its potential. Every company now wants to be a software company selling digital subscriptions, thanks to advancements in cloud technology. The software journey has only just begun, with solid growth prospects ahead in areas like artificial intelligence, big data, & security.

This session will look at the macro trends in software & the various roles it plays.

Orlando Bravo, Founder & Managing Partner, Thoma Bravo

Moderated by:Sundeep Gantori, Equity Strategist, Chief Investment Office, UBS Global Wealth Management

10:35 - 11:00 Private credit investing: An alternative income strategy for investing in a low yield environment

Private credit investing has blossomed in the past decade, with assets under management growing fivefold to close to a trillion US dollars. Private credit covers a broad range of investment strategies, from opportunistic & distressed debt, to middle market & specialty investing.

This session will discuss the growth & outlook of private credit & the strategies that Owl Rock has utilized in generating returns.

Douglas Ostrover, Co-Founder & CEO, Owl Rock, a division of Blue Owl Capital

Moderated by:Timothy Tay, Head of Credit APAC, Chief Investment Office, UBS Global Wealth Management

11:00 - 11:25 The evolution of healthcare

New techniques for manipulating genes & cells are expanding treatment options for hard-to-treat conditions. Digital technology is playing a growing role in meeting healthcare demand, set to keep rising as the world’s population ages. How will game-changing technologies in healthcare impact our lives & our portfolios?

This session will discuss the most promising technologies, their potential impact & how to invest in them.

Ziad Bakri, Portfolio Manager, T. Rowe PriceCui Cui , Research Analyst, UBS Global Asset Management

Moderated by:Lachlan Towart , Healthcare Equity Sector Strategist, UBS Global Wealth Management


Agenda


11:25 - 11:50 NFT revolution

An NFT is a blockchain certificate of authenticity for unique digital or physical objects. It is an important method for content creators to create digital uniqueness & collectability to monetize their creative content & develop deeper relationships with their clients, fans & supporters.

This session will touch on the ‘what’, ‘why’ & ‘how’ of NFTs.

Curtis McConnell , Founder & CEO, Authentify Art

Moderated by:Paul Stefansson, Investment Funds & Alternatives , UBS Global Wealth Management

11:50 - 12:15 Metaverse: Opportunities in a brave new world

Metaverse is a term from the novel "Snow Crash" & refers to the idea of a shared virtual digital world. On October 28, 2021, Facebook Inc. changed its name to Meta, in a rebrand that focuses on building the metaverse.

Metaverse could be the successor to the mobile internet. Facebook’s Reality Labs division has created a product team to build the metaverse & plans to hire 10,000 employees.

This session will explore importance of the metaverse & look at how it will become an experience that spans both the digital & physical worlds.

Matthew Ball, CEO, EpyllionCo

Moderated by:Paul Stefansson, Investment Funds & Alternatives , UBS Global Wealth Management



Game changers

10:00 - 10:10

Opening address

August HateckeCo-Head Wealth Management Asia PacificCountry Head Singapore

August Hatecke was appointed Co-Head Wealth Management Asia Pacific with effect from 1 January 2019 and Country Head Singapore on 19 February 2019. He has been Head of UBS Wealth Management South East Asia since April 2016 and additionally Head of UBS Wealth since June 2017. August previously served as UBS Head of Ultra High Net Worth and Global Family Office Switzerland based in Zurich where he was responsible for managing the needs of wealthy clients in Switzerland.

August started his career with the Investment Banking arm of SBC O'Connor Warburg Dillon Read in 1992 before moving to Private Banking where he was working on Active Advisory, Portfolio Management, Treasury and Execution. He was with Credit Suisse AG for the period 2001-2010 where he headed teams in Private Banking Switzerland, Investment Services and Products as well as Trading and Sales. Since returning to UBS in 2010, he has been responsible for the Ultra High Net Worth and Global Family Office business for UBS Switzerland AG.

August holds a Master Degree in Economics from the University of Zurich.

Thursday, January 6 l UBS LiveSingapore Standard Time (SST) / Hong Kong Time (HKT)

#UBSGameChangers


Mark HaefeleGlobal Chief Investment OfficerUBS Global Wealth Management

Mark Haefele is the Global Chief Investment Officer of UBS Global Wealth Management and the Chair of the UBS Global Investment Committee. In this capacity, Mark oversees teams managing USD 700 billion in traditional, sustainable, and quantitative portfolios, and setting investment strategy for a further USD 2.5 trillion in client assets.

Mark joined UBS as Head of Investment, CIO WM when the CIO office was founded in 2011. Before joining UBS, Mark was the co-founder and co-fund manager at Sonic Capital. He also served as a Managing Director at Matrix Capital Management.

A former lecturer and acting dean at Harvard University, Mark is a frequent contributor to numerous financial media, including CNBC, Bloomberg and the WSJ.

10:10 - 10:20

Global Year Ahead 2022: A Year of Discovery

11:25 - 11:55

Future of investing:In conversation with Henry Kravis

10:20 - 10:45

Electric vehicles: From niche to mainstream

Tim BushResearch AnalystUBS Investment Bank

Tim is an Executive Director and coordinates UBS Global EV Battery Research. He authored UBS’s battery teardown Q-Series reports.

Prior to joining UBS in May 2015, Tim was with Bank of America Merrill Lynch for seven years where he led the Hong Kong/China Small & Mid Cap research team. He has also covered the Basic Materials and Alternative Energy sectors among others.

Tim received an MBA from NYU Stern and a BSc in from Cornell University.


10:20 - 10:45

Electric vehicles: From niche to mainstream

Martin EberhardEngineer, inventor and veteranSilicon Valley entrepreneur

Martin Eberhard is an engineer, a veteran Silicon Valley entrepreneur, and inventor on at least 22 patents. He received a BS in Computer Engineering from the University of Illinois at Urbana-Champaign in 1982 and an MS in Electrical Engineering from the same school in 1984. Recently, he received the Distinguished Alumni Award and an Alumni Award for Distinguished Service from The University of Illinois.

Eberhard co-founded Network Computing Devices in 1987, where he served as Chief Engineer through its IPO on 1992, developing several successful products there. In 1996, Eberhard founded NuvoMedia with his colleague, Marc Tarpenning, where they developed the Rocket eBook, the first eBook with secure internet delivery of content. Eberhard served as Chairman and CEO until NuvoMedia’s acquisition by Gemstar in 2000.

In 2002, after their successful exit from Nuvomedia, Eberhard and his colleague, Marc Tarpenning, founded Tesla Motors, where Eberhard served as its CEO until November, 2007. Together, Eberhard and Tarpenning reinvented the electric car, changing public perception of electric cars to fast, sexy desirable cars that will obviously become the future of transportation.

Eberhard’s key innovations have set the way for all subsequent electric cars: 1) an electric car should not be a compromise. With the right technology choices, it is possible to build electric cars that are actually better cars than their competition. 2) Battery technology is key to a successful electric car. Lithium ion batteries are not only suitable of automotive use, but are game-changing, making decent driving range a reality. 3) If designed right, electric cars can appeal to even the most serious car enthusiast, as electric drive is capable of seriously outperforming internal combustion engines.

In 2007, Eberhard left Tesla Motors with a fair bit of press drama, as his largest investor took control of the company. Despite the drama, Eberhard is very pleased to watch Tesla succeed in the trajectory that he first envisioned. Since leaving Tesla Motors, Eberhard served for two years as Director of EV Development at Volkswagen. He has lectured around the world on reasons and methods for reducing the use of carbon fuels, on the advantages of electric drive over other automotive technologies, and on entrepreneurship and the need for more young people to pursue degrees and careers in science and engineering. He currently serves on Boards of Directors and Advisory Boards of several innovative, early-stage Silicon Valley startup companies.

Eberhard is currently serving on various boards, as well as consulting to the automotive industry, helping to bring more electric vehicles to market sooner. He is also doing some modest angel investing in the clean energy space.


10:45 - 11:05

APAC Year Ahead 2022:A Year of Realignment

11:05 - 11:25

New game in China

Tan Min LanHead Chief Investment Office APAC UBS Global Wealth Management

Tan Min Lan is the Head of the Asia Pacific Investment Office at UBS Global Wealth Management Chief Investment Office, since July 2013. She serves as a member of the Global Investment Committee and Asia Investment Committee, which formulate the regional and global UBS House View.

Prior to joining UBS Global Wealth Management, Min Lan spent eleven years with the UBS Investment Bank where she held a number of senior appointments. From 2002-2012, Min Lan was the Head of Research and Strategist at UBS Securities Singapore. Over this period, Min Lan was ranked a top analyst in Asia across major institutional investor surveys, including being named the Number 1 analyst in Singapore by Asiamoney for ten straight years. From 2006, she was concurrently appointed the Head of Equities for Singapore, with oversight of research, sales, trading and execution, prime brokerage and exchange traded derivatives. In 2012, Min Lan was made the Global Head of FICC Macro Strategy Research, where she was in charge of teams covering global asset allocation, global emerging markets, fixed income, FX and credit research.

Before joining UBS, Min Lan worked as a senior economist with the Econometric Modelling unit at the Monetary Authority of Singapore, as well as an economist and strategist at Merrill Lynch covering the Asian equities markets.

Min Lan holds a Bachelor in Accountancy (Hons) from the National University of Singapore and is a CFA charter holder. She sits on the Board of Trustees of the Singapore University of Technology and Design (SUTD).


10:45 - 11:05

APAC Year Ahead 2022: A Year of Realignment

Sundeep GantoriEquity Strategist, Chief Investment OfficeUBS Global Wealth Management

Sundeep Gantori is an equity strategist with more than 15 years of experience covering global tech. He is also responsible for managing the Asia ex-Japan Focus 20 list, which features CIO's highest-conviction stocks in the region.

Sundeep joined UBS Global Wealth Management in February 2007. His coverage primarily focuses on global technology, including internet, semiconductors, software and services, and hardware.

Before joining UBS, Sundeep worked as an equity analyst at PCS Securities, an Indian brokerage firm, where he covered the Indian IT and telecom sectors.

Over the past few years, Sundeep has authored many thought-leadership pieces on topics like technology disruption, 5G, artificial intelligence, fintech, healthtech, automation, cryptocurrencies, moonshot technologies, and more. His views regularly appear on high-profile media outlets.

Sundeep graduated in commerce from Osmania University, India with a gold medal and is also a CFA and CAIA charter holder.

10:45 - 11:05

APAC Year Ahead 2022: A Year of Realignment

Timothy TayHead of Credit APAC, Chief Investment OfficeUBS Global Wealth Management

Timothy Tay is the Head of Credit APAC at UBS Global Wealth Management Chief Investment Office in Singapore. Tim is responsible for the CIO's views and recommendations on corporate bonds in Asia. Tim was previously director and senior fixed income specialist at Coutts Private Bank in Singapore.

Prior to Coutts, Tim worked at Barclays Capital where he was a senior credit analyst responsible for the coverage of Asia credits. He had also previously worked with Lehman Brothers in New York, where he was a member of the US Credit Research team focusing on the electric utility and power sectors.

Tim holds a Master of Business Administration degree in Finance from the University Of Chicago Booth School Of Business and a Bachelor degree in Business Studies from Nanyang Technological University in Singapore. He is a CFA charter holder.


11:05 - 11:25

New game in China

Bao FanCIO & Founding Partner, Huaxing Growth CapitalChairman & CEO, China Renaissance Group

Bao Fan is the founder of China Renaissance Group, China’s leading financial institution serving the new economy. He started the private equity operation, Huaxing Growth Capital, within China Renaissance in 2011, and is currently overseeing around USD 6 billion in assets.

Fan began his investment banking career at the dawn of the internet era in the late 1990s at Morgan Stanley and Credit Suisse. Inspired by his clients’ entrepreneurial zeal, he joined AsiaInfo, China’s largest IT and software services provider, as Chief Strategy Officer in 2000. He then founded China Renaissance in 2005 to connect China’s capital markets with the rest of the world, serving new economy entrepreneurs and investors on a global scale. In 2015, Fan was recognized as one of "the world's 50 most influential people" by Bloomberg Markets.

Over the course of the past few years, Fan has led numerous landmark deals. Investment deals include Beike, Li Auto, Didi, Meituan, Wuxi App, Kuaishou, Pop Mart, MGI, etc. And M&A deals include Metiuan and Dianping, 58.com and Ganji, Didi and Kuaidi, etc.

Mr. Bao serves as a Supervisor of Shenzhen Stock Exchange and Technology Innovation Advisory Committee Member of Shanghai Stock Exchange STAR Board. Fan holds an M.S. from Norwegian School of Management and a B.S. from Fudan University.


11:25 - 11:55

Future of investing: In conversation with Henry Kravis

Henry R. KravisCo-Founder & Co-Executive ChairmanKKR

Henry Kravis (New York) co-founded KKR in 1976, and serves as its Co-Executive Chairman. Prior to his current position, he was Co-Chief Executive Officer until 2021. He is actively involved in managing the Firm and serves on each of the regional Private Equity Investment Committees.

Mr. Kravis currently serves on the boards of Axel Springer and ICONIQ Capital, LLC. He also serves as a director, chairman emeritus, or trustee of several other cultural, professional, and educational institutions, including The Business Council (former chairman), Claremont McKenna College, Columbia Business School (co-chairman), Mount Sinai Hospital, the Partnership for New York City (former chairman), the Partnership Fund for New York City (founder), Rockefeller University (vice chairman), Sponsors for Educational Opportunity (chairman), and the Tsinghua School of Economics and Management in China.

He earned a B.A. from Claremont McKenna College in 1967 and an M.B.A. from the Columbia Business School in 1969.

Mr. Kravis has more than four decades of experience financing, analyzing, and investing in public and private companies, as well as serving on the boards of a number of KKR portfolio companies.


January 6 & 7

Master of Ceremony

Tommy LeungCo-Head Global Family Office, APACUBS Global Wealth Management

Tommy is a Managing Director and Co-Head Global Family Office, APAC. Prior to his current role, Tommy was the Head of Active Advisory at UBS Global Wealth Management. He was responsible for all client-facing specialists in SEA, including the Active Portfolio Advisors, Investment Consultants, Investment Funds and Alternatives Specialists. At the regional level, he also provided strategic directions and regional coordination to all the Active Portfolio Advisors in Hong Kong, Singapore, and Taiwan.

Before joining Wealth Management in 2017, Tommy spent sixteen years at UBS Investment Bank, most recently serving as the Head of Credit Sales for APAC. He was responsible for leading the firm’s corporate bond and credit derivative business in the region.

Tommy was voted by The Asset magazine as one of the top 10 credit salespeople between 2012 to 2015. Earlier in his career, Tommy headed the European Credit Strategy team in London and served as a Senior Credit Derivative Trader in the United States. He started his Wall Street career in 2001, spending the first six years at as a Macro Strategist.

He holds a B.A. in Political Science from the University of Chicago, and is a CFA Charterholder.

January 6 & 7

Master of Ceremony

Michelle ChuaAdvisory & Sales, Investment Funds & Alternatives UBS Global Wealth Management

Michelle joined the UBS Investment Funds team, Singapore in December 2013 as a junior specialist before taking on her new role as a portfolio specialist, managing South East Asia International markets. She is now part of the Advisory & Sales, Investment Funds & Alternatives team in Singapore, covering Thailand, Philippines, Singapore and Malaysia HNW and UHNW clients.

Prior to joining UBS, she was in charge of handling sales and procurements in Asia, at Liven Agrichem, an award winning physical commodity trading company headquartered in Singapore.

She holds a Bachelor of Business Management from Singapore Management University, majoring in Finance. She can converse fluently in both English and Mandarin.


Game changers

Friday, January 7 l UBS LiveSingapore Standard Time (SST) / Hong Kong Time (HKT)

#UBSGameChangers

10:00 - 10:10

Opening address

August HateckeCo-Head Wealth Management Asia PacificCountry Head Singapore

August Hatecke was appointed Co-Head Wealth Management Asia Pacific with effect from 1 January 2019 and Country Head Singapore on 19 February 2019. He has been Head of UBS Wealth Management South East Asia since April 2016 and additionally Head of UBS Wealth since June 2017. August previously served as UBS Head of Ultra High Net Worth and Global Family Office Switzerland based in Zurich where he was responsible for managing the needs of wealthy clients in Switzerland.

August started his career with the Investment Banking arm of SBC O'Connor Warburg Dillon Read in 1992 before moving to Private Banking where he was working on Active Advisory, Portfolio Management, Treasury and Execution. He was with Credit Suisse AG for the period 2001-2010 where he headed teams in Private Banking Switzerland, Investment Services and Products as well as Trading and Sales. Since returning to UBS in 2010, he has been responsible for the Ultra High Net Worth and Global Family Office business for UBS Switzerland AG.

August holds a Master Degree in Economics from the University of Zurich.


10:10 - 10:35

The world revolves around software: Every company is a software company

Orlando BravoFounder & Managing PartnerThoma Bravo

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation and performance.

Orlando has overseen over 325 software acquisitions conducted by the firm, representing more than $100 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was part of Thomson Reuters “Eight Buyout Pros to Watch” in 2009.

Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor’s degree in economics and political science from Brown University in 1992. He earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.

He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. After Hurricane Maria hit Puerto Rico in 2017, he spearheaded a humanitarian mission to remote communities on the island. In 2019, Orlando committed $100 million to the Foundation’s Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship in Puerto Rico.

The Orlando Bravo Center for Economics Research at Brown University supports innovative research, training and collaborative projects for faculty and students in the Department of Economics. At Stanford Law School, Orlando created the Bravo Family Public Interest Post-Graduate Fellowship Fund to support students seeking full-time employment in public interest.

Orlando’s philanthropic interests also include causes in healthcare. He endowed faculty scholar and fellow positions at Stanford University’s Sean N. Parker Center for Allergy Research and supports a wide range of medical research. He is a member of the Board of Trustees at Memorial Sloan Kettering Cancer Center.

Orlando is a Member of the Board of Trustees of the Corporation of Brown University.

10:10 - 10:35

The world revolves around software: Every company is a software company

Sundeep GantoriEquity Strategist, Chief Investment OfficeUBS Global Wealth Management

Sundeep Gantori is an equity strategist with more than 15 years of experience covering global tech. He is also responsible for managing the Asia ex-Japan Focus 20 list, which features CIO's highest-conviction stocks in the region.

Sundeep joined UBS Global Wealth Management in February 2007. His coverage primarily focuses on global technology, including internet, semiconductors, software and services, and hardware.

Before joining UBS, Sundeep worked as an equity analyst at PCS Securities, an Indian brokerage firm, where he covered the Indian IT and telecom sectors.

Over the past few years, Sundeep has authored many thought-leadership pieces on topics like technology disruption, 5G, artificial intelligence, fintech, healthtech, automation, cryptocurrencies, moonshot technologies, and more. His views regularly appear on high-profile media outlets.

Sundeep graduated in commerce from Osmania University, India with a gold medal and is also a CFA and CAIA charter holder.


10:35 - 11:00

Private credit investing: An alternative income strategy for investing in alow yield environment

Douglas OstroverCo-Founder & CEOOwl Rock, a division of Blue Owl Capital

Doug Ostrover is a Co-Founder and Chief Executive Officer of Blue Owl, a member of the firm’s Executive Committee and a member of the firm’s board of directors. Doug is also a Co-Founder of Owl Rock Capital Partners, serves as Chief Executive Officer and Co-Chief Investment Officer of the Owl Rock Advisers and is a member of the Owl Rock Investment Committees. In addition, Doug served on the boards of ORCC and ORCC II from 2016 to 2021, on the board of ORTF from 2018 to 2021 and on the boards of ORCC III and ORCIC from 2020 to 2021.

Prior to co-founding Owl Rock, Doug was one of the founders of GSO Capital Partners (GSO), now Blackstone’s alternative credit platform, and became a Senior Managing Director at Blackstone upon its acquisition of GSO in 2008 until 2015. Prior to co-founding GSO in 2005, Doug was a Managing Director and Chairman of the Leveraged Finance Group of Credit Suisse First Boston (CSFB). Prior to his role as Chairman, Doug was Global Co-Head of CSFB’s Leveraged Finance Group, during which time he was responsible for all of CSFB’s origination, distribution and trading activities relating to high yield securities, leveraged loans, high yield credit derivatives and distressed securities. He was a member of CSFB’s Management Council and the Fixed Income Operating Committee. Doug joined CSFB in November 2000 when CSFB acquired Donaldson, Lufkin & Jenrette (DLJ), where he was a Managing Director in charge of High Yield and Distressed Sales, Trading and Research. He had been a member of DLJ’s high yield team since he joined the firm in 1992.

Doug is actively involved in non-profit organizations including serving on the Board of the Michael J. Fox Foundation. Doug is also an investment committee member of the Brunswick School. Doug received a BA in Economics from the University of Pennsylvania and an MBA from New York University Stern School of Business.

10:35 - 11:00

Private credit investing: An alternative income strategy for investing in alow yield environment

Timothy TayHead of Credit APAC, Chief Investment OfficeUBS Global Wealth Management

Timothy Tay is the Head of Credit APAC at UBS Global Wealth Management Chief Investment Office in Singapore. Tim is responsible for the CIO's views and recommendations on corporate bonds in Asia. Tim was previously director and senior fixed income specialist at Coutts Private Bank in Singapore.

Prior to Coutts, Tim worked at Barclays Capital where he was a senior credit analyst responsible for the coverage of Asia credits. He had also previously worked with Lehman Brothers in New York, where he was a member of the US Credit Research team focusing on the electric utility and power sectors.

Tim holds a Master of Business Administration degree in Finance from the University Of Chicago Booth School Of Business and a Bachelor degree in Business Studies from Nanyang Technological University in Singapore. He is a CFA charter holder.


11:00 - 11:25

The evolution of healthcare

Ziad BakriPortfolio Manager T. Rowe Price

Ziad Bakri is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is president of the Investment Advisory Committee of the Health Sciences Strategy. In addition, he is a vice president and an Investment Advisory Committee member of the Blue Chip Growth, New America Growth, New Horizons, Mid-Cap Growth, and Tax-Efficient Equity Strategies. Mr. Bakri is also an Investment Advisory Committee member of the Global Growth Stock Strategy and a vice president of the Emerging Europe Strategy. Previously, he was an investment analyst in the U.S. Equity Division, covering biotechnology in the health care sector. Mr. Bakri is a vice president of T. Rowe Price Group, Inc. Mr. Bakri has 14 years of investment experience, eight of which have been with T. Rowe Price. Prior to joining the firm in 2011, he was a vice president in equity research at Cowen and Company, where he also covered biotechnology companies. Prior to this, Mr. Bakri was a health care investment banking analyst with Merrill Lynch in London. Mr. Bakri is a medical doctor and was an emergency medicine resident at the Royal London Hospital in the UK. He earned a bachelor of medical science degree, with first-class honors, from the University of Nottingham and bachelor of medicine, bachelor of surgery, degree from the University of Nottingham, Medical School. Mr. Bakri also has earned the Chartered Financial Analyst designation.

11:00 - 11:25


Cui CuiResearch AnalystUBS Global Asset Management

Cui is a member of the Global Emerging Markets and Asia Pacific Equities team and is responsible for investment analysis of China/Hong Kong equities, specificized in healthcare sector.

Cui joined UBS Global Asset Management in May 2021. Prior to this, she was the Head of China Healthcare Research in Citigroup Global Markets Asia, where she led the team and ranked No. 1 in the Institutional Investor All Asia Research Poll in 2017 - 2021. Cui worked at Citi for 6 years. Her previous experience includes healthcare equity research at Macquarie and CICC, as well as R&D at Johnson&Johnson Emerging Market Innovation Center.

Cui has a Bachelor degree in Science, majoring in Biological Sciences, from Fudan University. In addition, she has a Master’s degree in Science, majoring in International Finance from Università Commerciale Luigi Bocconi in Italy. She was also an exchange scholar at Yale University, School of Medicine.


11:00 - 11:25


Lachlan TowartHealthcare Equity Sector Strategist UBS Global Wealth Management

Lachlan joined the UBS Chief Investment Office in 2015 in Zurich, prior to relocating to London and then Hong Kong. His responsibility is coverage of the healthcare and chemicals sectors.

Lachlan originally joined UBS Investment Bank in 2000 as a corporate finance analyst, before moving to equity research where he covered biotechnology and medical technology stocks. He subsequently covered European pharmaceuticals as a sellside analyst at HSBC, and global healthcare as a sector specialist salesperson at Societe Generale and Kepler Capital Markets. Lachlan re-joined UBS in March 2015 in the CIO.

He holds a Master´s degree in philosophy from the University of Nottingham, the CFA Certificate in ESG Investing, and is a CFA charterholder.


11:25 - 11:50

NFT revolution

Curtis McConnellFounder & CEOAuthentify Art

Curtis McConnell is a technology visionary and innovator with expertise in a range of disciplines including supply chain systems and technology, process engineering, data architecture, and business intelligence. Prior to Authentify Art, he was Founder/CEO of Great Masters Art Authentication where he developed and recently received a patent to automate scientific analysis and identification of fine art. Curtis was the VP of Engineering at 1-800-Flowers, and also the Director of Supply Chain Systems of ProFlowers (where he helped completely transform the direct-to-consumer floral supply chain). He was a partner at Suidar Solutions, a supply chain consulting company, and started his IT career at CSC Consulting.

In his free time, Curtis is an occasional triathlete and an avid reader with a special love for historical fiction. His passion for wine and fine food led him to turn his hobby of making bacon into a boutique e-commerce company. The Bacon Swinery, which makes 22 different flavors of bacon, was named best artisanal bacon in America in 2020.

Curtis has an AB in History from Princeton University.

11:50 - 12:15

Metaverse:Opportunities in a brave new world

Paul StefanssonInvestment Funds & AlternativesUBS Global Wealth Management

Paul Stefansson is currently Global Head of Investment Funds. Previously, in 2016, Paul was Head of Portfolio Specialists Singapore and in 2014 he was Head of Investment Funds, Hedge Funds and Private Equity Distribution for Asia Pacific.

Paul has over 30 years of investment experience as an actuary, analyst, portfolio manager and wealth manager. He joined UBS in 2006 in Products and Services Consulting. From 2001 to 2006, Paul was the CEO of ipac financial planning, a subsidiary of AXA.

Paul graduated from the University of Manitoba in Canada with a Bachelor of Commerce degree. He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), was a Certified Financial Planner, was a Fellow of the Society of Actuaries, and was a Fellow of the Canadian Institute of Actuaries.

He has been featured on Channel News Asia, CNBC, The Straits Times, and Business Times.

11:25 - 11:50

NFT revolution


11:50 - 12:15

Metaverse: Opportunities in a brave new world

Matthew BallCEOEpyllionCo

Matthew Ball is the Managing Partner of EpyllionCo, which operates an early stage venture fund, as well as a corporate and venture advisory arm. In addition, Matthew is a Venture Partner at Makers Fund, and a co-founder of the index behind the Roundhill Ball Metaverse ETF, which can be found on the New York Stock Exchange (Ticker: $META). Matthew is also an “Occasional Contributor” to The Economist.

From 2016-2018, Matthew served as the global Head of Strategy for Amazon Studios, and prior to that was a Director at The Chernin Group's Otter Media, a digital media investment company founded by long-time Newscorp COO and 20th Century Fox CEO Peter Chernin, and an Executive at Accenture Strategy. Matthew holds bylines at New York Times, Bloomberg, and more.


January 6 & 7

Master of Ceremony

Tommy LeungCo-Head Global Family Office, APACUBS Global Wealth Management

Tommy is a Managing Director and Co-Head Global Family Office, APAC. Prior to his current role, Tommy was the Head of Active Advisory at UBS Global Wealth Management. He was responsible for all client-facing specialists in SEA, including the Active Portfolio Advisors, Investment Consultants, Investment Funds and Alternatives Specialists. At the regional level, he also provided strategic directions and regional coordination to all the Active Portfolio Advisors in Hong Kong, Singapore, and Taiwan.

Before joining Wealth Management in 2017, Tommy spent sixteen years at UBS Investment Bank, most recently serving as the Head of Credit Sales for APAC. He was responsible for leading the firm’s corporate bond and credit derivative business in the region.

Tommy was voted by The Asset magazine as one of the top 10 credit salespeople between 2012 to 2015. Earlier in his career, Tommy headed the European Credit Strategy team in London and served as a Senior Credit Derivative Trader in the United States. He started his Wall Street career in 2001, spending the first six years at as a Macro Strategist.

He holds a B.A. in Political Science from the University of Chicago, and is a CFA Charterholder.

January 6 & 7

Master of Ceremony

Michelle ChuaAdvisory & Sales, Investment Funds & Alternatives UBS Global Wealth Management

Michelle joined the UBS Investment Funds team, Singapore in December 2013 as a junior specialist before taking on her new role as a portfolio specialist, managing South East Asia International markets. She is now part of the Advisory & Sales, Investment Funds & Alternatives team in Singapore, covering Thailand, Philippines, Singapore and Malaysia HNW and UHNW clients.

Prior to joining UBS, she was in charge of handling sales and procurements in Asia, at Liven Agrichem, an award winning physical commodity trading company headquartered in Singapore.

She holds a Bachelor of Business Management from Singapore Management University, majoring in Finance. She can converse fluently in both English and Mandarin.

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