HKEX ETF Summit 2026

Head of Markets , HKEX

Mr Gregory Yu joined HKEX as Managing Director and Head of Markets in March 2025.

In his role, Mr Yu oversees the development of HKEX’s Markets function, helping drive the vibrancy and depth of HKEX’s equities, derivatives, and fixed-income and currencies franchises. He is a member of the Group’s Management Committee.

Mr Yu has over 25 years of capital markets and financial services experience. He previously held senior positions at JP Morgan in Hong Kong and Mainland China, and was most recently General Manager and Head of Equities at JP Morgan Securities (China) Company in Shanghai. Prior to this, Mr Yu served as JP Morgan’s Head of Structuring and Head of Equity Derivatives Sales & Marketing for Asia Pacific. He started his career in New York with Salomon Smith Barney, and later worked at Zurich Capital Markets, as well as at BNP Paribas in New York and Hong Kong.

Mr Yu has a Bachelor of Science degree in business management and applied economics from Cornell University in Ithaca, New York, and is a Cornell University Council Member.

Mr Gregory Yu joined HKEX as Managing Director and Head of Markets in March 2025.

In his role, Mr Yu oversees the development of HKEX’s Markets function, helping drive the vibrancy and depth of HKEX’s equities, derivatives, and fixed-income and currencies franchises. He is a member of the Group’s Management Committee.

Mr Yu has over 25 years of capital markets and financial services experience. He previously held senior positions at JP Morgan in Hong Kong and Mainland China, and was most recently General Manager and Head of Equities at JP Morgan Securities (China) Company in Shanghai. Prior to this, Mr Yu served as JP Morgan’s Head of Structuring and Head of Equity Derivatives Sales & Marketing for Asia Pacific. He started his career in New York with Salomon Smith Barney, and later worked at Zurich Capital Markets, as well as at BNP Paribas in New York and Hong Kong.

Mr Yu has a Bachelor of Science degree in business management and applied economics from Cornell University in Ithaca, New York, and is a Cornell University Council Member.

Head of Equities Product Development , HKEX

Brian is Managing Director, Head of Equities Product Development. In this capacity, Brian oversees the development and management of HKEX’s equities products, focusing on market development, client engagement and investor education.  

Brian joined in 2015 bringing over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.  

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.   

Brian is Managing Director, Head of Equities Product Development. In this capacity, Brian oversees the development and management of HKEX’s equities products, focusing on market development, client engagement and investor education.  

Brian joined in 2015 bringing over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.  

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.   

Head of Exchange Traded Products and Cash Equities , HKEX

Nikki Falconar is a Senior Vice President within the Markets Division of Hong Kong Exchanges and Clearing Limited (HKEX), responsible for Exchange Traded Products and Cash Equity Product Development. In this role, she oversees strategic initiatives aimed at enhancing the competitiveness, efficiency and long-term development of Hong Kong's cash market.

Prior to joining HKEX, Nikki held a range of senior roles across the financial industry, most recently serving as Head of Market Structure, APAC at Deutsche Bank. She brings extensive experience spanning market structure, trading, regulatory developments and product strategy across multiple international markets.

Nikki holds a Bachelor of Commerce from the University of Auckland and was a professional athlete before beginning her career in financial markets.

Nikki Falconar is a Senior Vice President within the Markets Division of Hong Kong Exchanges and Clearing Limited (HKEX), responsible for Exchange Traded Products and Cash Equity Product Development. In this role, she oversees strategic initiatives aimed at enhancing the competitiveness, efficiency and long-term development of Hong Kong's cash market.

Prior to joining HKEX, Nikki held a range of senior roles across the financial industry, most recently serving as Head of Market Structure, APAC at Deutsche Bank. She brings extensive experience spanning market structure, trading, regulatory developments and product strategy across multiple international markets.

Nikki holds a Bachelor of Commerce from the University of Auckland and was a professional athlete before beginning her career in financial markets.

Head of Fund-of-Funds Investment , AIA Investment Management HK Limited

Ms Zita Chung is a senior investment and pension leader with more than 24 years of experience spanning retirement portfolios, multi-asset portfolio management, insurance liability-driven investing, infrastructure asset management and institutional investment advisory. As Head of Fund-of-Funds Investment at AIA Investment Management HK Limited, she leads multi-asset portfolio management across public funds on the Hong Kong and Macau retirement platforms.

She has extensive experience in using exchange-traded funds within portfolio construction, combining active manager selection with ETFs and index-based implementation to for strategic and tactical asset allocation to express investment views that enhance overall portfolio outcomes. She also works with leading ETF providers on investment solutions, market insights and contributing to the development of investment products incorporating ETFs and index funds.

Before joining AIA, Ms Chung served as Chief Investment Officer of Sun Life Asset Management (HK), where she led asset management activities of the firm. Prior to that, Ms Chung hold a regional investment leadership role at Sun Life Financial Asia where she drove strategic initiatives and investment activities across Asia. Her career also includes advising institutional clients as Director of Consulting at Mercer Investment Consulting and managing an unlisted private infrastructure fund at Hastings Funds Management, giving her a broad perspective across multi-asset portfolio management, alternatives investments, pension design, and liability driven investing.

Ms Chung is a Fellow of the Institute of Actuaries of Australia. She holds a Master of Commerce from Macquarie University and Bachelor of Commerce and Bachelor of Engineering (Honours) degrees from the University of Melbourne.

Ms Zita Chung is a senior investment and pension leader with more than 24 years of experience spanning retirement portfolios, multi-asset portfolio management, insurance liability-driven investing, infrastructure asset management and institutional investment advisory. As Head of Fund-of-Funds Investment at AIA Investment Management HK Limited, she leads multi-asset portfolio management across public funds on the Hong Kong and Macau retirement platforms.

She has extensive experience in using exchange-traded funds within portfolio construction, combining active manager selection with ETFs and index-based implementation to for strategic and tactical asset allocation to express investment views that enhance overall portfolio outcomes. She also works with leading ETF providers on investment solutions, market insights and contributing to the development of investment products incorporating ETFs and index funds.

Before joining AIA, Ms Chung served as Chief Investment Officer of Sun Life Asset Management (HK), where she led asset management activities of the firm. Prior to that, Ms Chung hold a regional investment leadership role at Sun Life Financial Asia where she drove strategic initiatives and investment activities across Asia. Her career also includes advising institutional clients as Director of Consulting at Mercer Investment Consulting and managing an unlisted private infrastructure fund at Hastings Funds Management, giving her a broad perspective across multi-asset portfolio management, alternatives investments, pension design, and liability driven investing.

Ms Chung is a Fellow of the Institute of Actuaries of Australia. She holds a Master of Commerce from Macquarie University and Bachelor of Commerce and Bachelor of Engineering (Honours) degrees from the University of Melbourne.

Head of ETF Institutional Sales APAC , Optiver

Sebastian Born joined Optiver Hong Kong in 2023 to build out the ETF institutional sales business for the firm. As such, he is responsible for the relations with institutional counterparties across the APAC region. Prio to joining Optiver, he worked in Amsterdam and Hong Kong as an institutional trader for market making firm Flow Traders.

Sebastian Born joined Optiver Hong Kong in 2023 to build out the ETF institutional sales business for the firm. As such, he is responsible for the relations with institutional counterparties across the APAC region. Prio to joining Optiver, he worked in Amsterdam and Hong Kong as an institutional trader for market making firm Flow Traders.

Managing Director, Head of APAC & MEA ETF Capital Markets , State Street Investment Management

Jean Francois Mesnard Sense is Managing Director and Head of ETF Capital Markets for Asia Pacific, the Middle East and Africa at State Street Investment Management. He supports the growth and development of one of the world's largest ETF franchises across liquidity, market structure and regional market engagement.
 
Previously, Jean Francois served as Head of Exchange Traded Products at HKEX, where he supported the continued development of Hong Kong’s ETP market. During his tenure, the market saw strong growth in assets, turnover and product innovation, including enhancements to ETF Connect and the launch of Asia’s first single-stock leveraged and inverse products. He also previously led ETF Capital Markets for State Street in Asia Pacific and held ETF Capital Markets roles at Deutsche Bank in London.
 
Jean Francois holds an MSc in International Finance from HEC Paris and an MSc in Engineering from École Centrale de Lille.

Jean Francois Mesnard Sense is Managing Director and Head of ETF Capital Markets for Asia Pacific, the Middle East and Africa at State Street Investment Management. He supports the growth and development of one of the world's largest ETF franchises across liquidity, market structure and regional market engagement.
 
Previously, Jean Francois served as Head of Exchange Traded Products at HKEX, where he supported the continued development of Hong Kong’s ETP market. During his tenure, the market saw strong growth in assets, turnover and product innovation, including enhancements to ETF Connect and the launch of Asia’s first single-stock leveraged and inverse products. He also previously led ETF Capital Markets for State Street in Asia Pacific and held ETF Capital Markets roles at Deutsche Bank in London.
 
Jean Francois holds an MSc in International Finance from HEC Paris and an MSc in Engineering from École Centrale de Lille.

Senior Director, Factors and Dividends , S&P Dow Jones Indices

Jason Ye is Senior Director, Factors and Dividends at S&P Dow Jones Indices. His field focuses on alternate beta strategies, including factor-based indices, dividends and quantitative strategies. In his role, Jason works closely with the Sales, Marketing and Global Research & Design departments to bring new ideas to market.

Prior to his current role, Jason was a Senior Associate at Dimensional Fund Advisors’ Research Group, where he worked with global investors on research and design of factor-based equity strategies. Jason started his investment career with Microsoft’s Capital Markets team, which managed the firm’s internal equity strategies.

Jason earned a Bachelor of Economics from the University of International Business and Economics in Beijing, a Master of Computational Finance from the University of Washington, an MBA from the UCLA Anderson School of Management, and he is a CFA charterholder.

Jason Ye is Senior Director, Factors and Dividends at S&P Dow Jones Indices. His field focuses on alternate beta strategies, including factor-based indices, dividends and quantitative strategies. In his role, Jason works closely with the Sales, Marketing and Global Research & Design departments to bring new ideas to market.

Prior to his current role, Jason was a Senior Associate at Dimensional Fund Advisors’ Research Group, where he worked with global investors on research and design of factor-based equity strategies. Jason started his investment career with Microsoft’s Capital Markets team, which managed the firm’s internal equity strategies.

Jason earned a Bachelor of Economics from the University of International Business and Economics in Beijing, a Master of Computational Finance from the University of Washington, an MBA from the UCLA Anderson School of Management, and he is a CFA charterholder.

Co-Head of Global Client Development, Markets , HKEX

Ms. Lin, Managing Director, is Co-Head of Global Client Development of Markets at HKEX. She oversees business development of HKEX's securities and derivatives business in Chinese Mainland. She is also a key contributor to HKEX's Connect projects and takes a leading role in major product development strategies.

Before joining HKEX, she worked for Singapore Exchange as the Sales Director for Greater China region and Head of Shanghai Office. She was responsible for the business development and product innovation for the Greater China market. Ms. Lin graduated from Shanghai Jiao Tong University with a major in international economy and trade. She moved to work in Singapore in 2005, pursued further studies at Singapore Wealth Management Institute, and worked in the Private Banking Division of OCBC Private Bank.

Ms. Lin, Managing Director, is Co-Head of Global Client Development of Markets at HKEX. She oversees business development of HKEX's securities and derivatives business in Chinese Mainland. She is also a key contributor to HKEX's Connect projects and takes a leading role in major product development strategies.

Before joining HKEX, she worked for Singapore Exchange as the Sales Director for Greater China region and Head of Shanghai Office. She was responsible for the business development and product innovation for the Greater China market. Ms. Lin graduated from Shanghai Jiao Tong University with a major in international economy and trade. She moved to work in Singapore in 2005, pursued further studies at Singapore Wealth Management Institute, and worked in the Private Banking Division of OCBC Private Bank.

Head of Product and Development , Bosera Asset Management (International) Co., Ltd

Chloe Tao currently serves as Head of Product and Development at Bosera Asset Management (International) Co., Limited. She oversees the firm's product strategy, offerings and marketing. Prior to Bosera, she held professional roles at China Asset Management (Hong Kong) and China Construction Bank (Asia). She is a charterholder of both Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM).

Chloe Tao currently serves as Head of Product and Development at Bosera Asset Management (International) Co., Limited. She oversees the firm's product strategy, offerings and marketing. Prior to Bosera, she held professional roles at China Asset Management (Hong Kong) and China Construction Bank (Asia). She is a charterholder of both Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM).

Chief Sales and Marketing Officer , E Fund Management (Hong Kong) Co., Limited

With over 16 years of experience in the financial industry, Mr. SHI is currently the Chief Sales and Marketing Officer of E Fund HK, where he is responsible for coordinating the company’s resources and guiding the development of the sales and marketing businesses. 

Mr. SHI joined E Fund HK in 2015 and was previously the Chief Operating Officer. Prior to joining E Fund HK, he has previously served at Transcendent Capital Limited, Jefferies LLC, Royal Bank of Scotland Asia Corporate Finance Limited, Goldman Sachs (Asia) LLC and Crédit Agricole Corporate and Investment Bank.

Mr. SHI holds a Master of Laws from the University of Hong Kong, a Bachelor of Business Administration and a Bachelor of Engineering (Dual Degree) from the Hong Kong University of Science and Technology.

With over 16 years of experience in the financial industry, Mr. SHI is currently the Chief Sales and Marketing Officer of E Fund HK, where he is responsible for coordinating the company’s resources and guiding the development of the sales and marketing businesses. 

Mr. SHI joined E Fund HK in 2015 and was previously the Chief Operating Officer. Prior to joining E Fund HK, he has previously served at Transcendent Capital Limited, Jefferies LLC, Royal Bank of Scotland Asia Corporate Finance Limited, Goldman Sachs (Asia) LLC and Crédit Agricole Corporate and Investment Bank.

Mr. SHI holds a Master of Laws from the University of Hong Kong, a Bachelor of Business Administration and a Bachelor of Engineering (Dual Degree) from the Hong Kong University of Science and Technology.

Head of ETF & Index Investments Department, Senior ETF Portfolio Manager , Huatai-PB Fund Management Co., Ltd.

Mr. Hongxiang Tan is the Head of the ETF & Index Investments Department and a senior ETF Portfolio Manager at Huatai-PB Fund Management Co., Ltd. (Huatai-PB Investments). Prior to joining Huatai-PB Investments in 2020, Mr. Tan worked at the Product Innovation Center of the Shanghai Stock Exchange, where he specialized in driving the innovation, development, and regulation of exchange-traded funds and other listed investment products. Mr. Tan holds a Master’s degree in Financial Engineering from University of Illinois Urbana-Champaign.

Mr. Hongxiang Tan is the Head of the ETF & Index Investments Department and a senior ETF Portfolio Manager at Huatai-PB Fund Management Co., Ltd. (Huatai-PB Investments). Prior to joining Huatai-PB Investments in 2020, Mr. Tan worked at the Product Innovation Center of the Shanghai Stock Exchange, where he specialized in driving the innovation, development, and regulation of exchange-traded funds and other listed investment products. Mr. Tan holds a Master’s degree in Financial Engineering from University of Illinois Urbana-Champaign.

Senior Vice President, Global Client Development, Markets , HKEX

Martin Wong is Senior Vice President, Global Client Development in the Markets Division of HKEX. Martin has extensive experience in listed products, including structured warrants, CBBCs, futures, options and ETFs, having held senior sales and marketing roles for common equity-linked products, structured products and correlation-linked structure products to banks and other financial institutions across the Asia-Pacific region.

Prior to joining HKEX, Martin was an Executive Director in the Equity Derivatives Department at BNP Paribas, and he has also served in senior roles at Citigroup Global Markets Asia and Rabobank International.

Martin holds a MSc in Insurance and Risk Management from CASS Business School, London and a BEng in Mechanical Engineering from Imperial College, London.

Martin Wong is Senior Vice President, Global Client Development in the Markets Division of HKEX. Martin has extensive experience in listed products, including structured warrants, CBBCs, futures, options and ETFs, having held senior sales and marketing roles for common equity-linked products, structured products and correlation-linked structure products to banks and other financial institutions across the Asia-Pacific region.

Prior to joining HKEX, Martin was an Executive Director in the Equity Derivatives Department at BNP Paribas, and he has also served in senior roles at Citigroup Global Markets Asia and Rabobank International.

Martin holds a MSc in Insurance and Risk Management from CASS Business School, London and a BEng in Mechanical Engineering from Imperial College, London.

Assistant CEO, COO , CSOP Asset Management Limited

Ms. Wang joined CSOP in 2013. She is now COO, overseeing Product and Client Strategy, Fund Operations, and Risk Management Departments. 

Ms. Wang is responsible for product development, client solutions, and marketing intelligence of the firm. She’s also responsible for streamlining existing operational workflows and implementing new processes and risk controls to support evolving business needs. 

Ms. Wang is a voting member of various CSOP Committees, including Product Committee, Risk Management Committee, and etc.. 

Ms. Wang holds Master of Finance degree from the University of Hong Kong and Bachelor of Commerce degree from the University of British Columbia - Sauder Business School. 

Ms. Wang joined CSOP in 2013. She is now COO, overseeing Product and Client Strategy, Fund Operations, and Risk Management Departments. 

Ms. Wang is responsible for product development, client solutions, and marketing intelligence of the firm. She’s also responsible for streamlining existing operational workflows and implementing new processes and risk controls to support evolving business needs. 

Ms. Wang is a voting member of various CSOP Committees, including Product Committee, Risk Management Committee, and etc.. 

Ms. Wang holds Master of Finance degree from the University of Hong Kong and Bachelor of Commerce degree from the University of British Columbia - Sauder Business School. 

Head of Intermediaries Business , Value Partners

Mr. CHING oversees the strategic management and development of the Group’s fund distribution business. Brings more than 20 years of experience in asset management and financial services industry. In addition to his executive role, Mr. Ching serves as a member of the group’s Leadership Committee and contributes to the Risk Management Committee, supporting the firm’s governance and risk oversight framework. He joined Value Partners in March 2015 as an Associate Director of Intermediary Business. He was promoted to Head of Hong Kong, Retail Distribution in 2019, and was appointed to his current role in 2022. 

Prior to joining Value Partners, he worked for BlackRock Asset Management North Asia, where he was responsible for fund distribution business in Hong Kong and North Asia.  He also had stints with First State Investments. He is currently serving on the Executive Committee of the Hong Kong Investment Funds Association. He holds a Master’s and Bachelor’s degree in Commerce from the University of Wollongong in Australia.

Mr. CHING oversees the strategic management and development of the Group’s fund distribution business. Brings more than 20 years of experience in asset management and financial services industry. In addition to his executive role, Mr. Ching serves as a member of the group’s Leadership Committee and contributes to the Risk Management Committee, supporting the firm’s governance and risk oversight framework. He joined Value Partners in March 2015 as an Associate Director of Intermediary Business. He was promoted to Head of Hong Kong, Retail Distribution in 2019, and was appointed to his current role in 2022. 

Prior to joining Value Partners, he worked for BlackRock Asset Management North Asia, where he was responsible for fund distribution business in Hong Kong and North Asia.  He also had stints with First State Investments. He is currently serving on the Executive Committee of the Hong Kong Investment Funds Association. He holds a Master’s and Bachelor’s degree in Commerce from the University of Wollongong in Australia.

Senior Vice President, Equities Solutions , HKEX

Clara Law is Senior Vice President, Equities Solutions at HKEX, where she focuses on driving product strategy and innovation across HKEX’s equities ecosystem and index business, while sharing insights on market developments, investment trends and strategies with institutional investors and market participants.

Clara brings nearly two decades of experience across equity and cross-asset market strategies, institutional investing and advisory. Prior to joining HKEX, she held senior Equity Delta One, Derivatives & Financing Strategist roles at Société Générale, J.P. Morgan, and Credit Suisse in Hong Kong, covering Asia-Pacific equity markets and advising institutional investors on equity strategies, portfolio hedging, trade structuring, market structure and liquidity. She previously also held role as Fund Manager in a family office.

Clara holds a BBA and a master’s degree in Finance from the Hong Kong University of Science and Technology.

Clara Law is Senior Vice President, Equities Solutions at HKEX, where she focuses on driving product strategy and innovation across HKEX’s equities ecosystem and index business, while sharing insights on market developments, investment trends and strategies with institutional investors and market participants.

Clara brings nearly two decades of experience across equity and cross-asset market strategies, institutional investing and advisory. Prior to joining HKEX, she held senior Equity Delta One, Derivatives & Financing Strategist roles at Société Générale, J.P. Morgan, and Credit Suisse in Hong Kong, covering Asia-Pacific equity markets and advising institutional investors on equity strategies, portfolio hedging, trade structuring, market structure and liquidity. She previously also held role as Fund Manager in a family office.

Clara holds a BBA and a master’s degree in Finance from the Hong Kong University of Science and Technology.

Head of Greater China Wealth , BlackRock

Mandy joined BlackRock in 2023 as Head of Greater China Wealth. She is responsible for leading the firm’s strategic relationships and developing stronger partnerships with key distributors throughout Hong Kong, Taiwan and China Offshore. She brings BlackRock’s full range of capabilities to regional distributors and banks, global private banks, and insurers, helping them achieve their strategic and business objectives in the distribution space.

Mandy holds 20+ years of experience in the financial services industry, having worked in Boston, New York, Singapore and Hong Kong.

Mandy joined BlackRock in 2023 as Head of Greater China Wealth. She is responsible for leading the firm’s strategic relationships and developing stronger partnerships with key distributors throughout Hong Kong, Taiwan and China Offshore. She brings BlackRock’s full range of capabilities to regional distributors and banks, global private banks, and insurers, helping them achieve their strategic and business objectives in the distribution space.

Mandy holds 20+ years of experience in the financial services industry, having worked in Boston, New York, Singapore and Hong Kong.

Group Head of Macro & Investment Research , StashAway

Justin Jimenez is the Group Head of Macro & Investment Research at StashAway. His work connects macroeconomic and market insights with ETF selection and portfolio construction, helping inform how the firm builds globally diversified portfolios for its clients. Before joining StashAway in 2022, he was an economist at Bloomberg. He holds degrees in international economics and finance from Columbia and UCLA.

Justin Jimenez is the Group Head of Macro & Investment Research at StashAway. His work connects macroeconomic and market insights with ETF selection and portfolio construction, helping inform how the firm builds globally diversified portfolios for its clients. Before joining StashAway in 2022, he was an economist at Bloomberg. He holds degrees in international economics and finance from Columbia and UCLA.

Head of Group Strategy , HKEX

Michael Ho is Head of Group Strategy Division at HKEX, where he works alongside the Management Committee to shape and drive the Group’s strategic direction and transformation. Prior to joining HKEX, Michael was a Partner with Oliver Wyman, where he spent ~15 years advising senior executives and boards across leading exchanges, regulators, and banks across Asia-Pacific. He most recently served as the firm’s Asia-Pacific Head of Digital Assets, and previously led its Hong Kong office.

Michael Ho is Head of Group Strategy Division at HKEX, where he works alongside the Management Committee to shape and drive the Group’s strategic direction and transformation. Prior to joining HKEX, Michael was a Partner with Oliver Wyman, where he spent ~15 years advising senior executives and boards across leading exchanges, regulators, and banks across Asia-Pacific. He most recently served as the firm’s Asia-Pacific Head of Digital Assets, and previously led its Hong Kong office.

Executive Director, Head of Strategic Business , ChinaAMC (HK)

Katie He is the Executive Director and Head of Strategic Business at ChinaAMC (HK). Spearheading Product Development, Business Strategy, Digital Assets, Marketing & Public Relations, she drives innovative growth initiatives traditional and digital assets to reinforce the firm’s market leadership. With over 14 years of international experience in asset management and asset servicing, Katie brings a global perspective to her role.

Katie holds a bachelor’s degree in economics from University of Waterloo and a master’s degree in finance from Queen's University.

Katie He is the Executive Director and Head of Strategic Business at ChinaAMC (HK). Spearheading Product Development, Business Strategy, Digital Assets, Marketing & Public Relations, she drives innovative growth initiatives traditional and digital assets to reinforce the firm’s market leadership. With over 14 years of international experience in asset management and asset servicing, Katie brings a global perspective to her role.

Katie holds a bachelor’s degree in economics from University of Waterloo and a master’s degree in finance from Queen's University.

Head of Institutional Sales & Trading , Flow Traders

Simon Wynn-Davies is Head of Institutional Sales & Trading at Flow Traders B.V. He began his trading career at IMC Trading before joining Flow Traders in 2014, where he became part of the institutional sales team covering the UK. Four years ago, Simon assumed responsibility for leading the firm’s institutional sales and trading team across EMEA. His experience spans institutional trading, liquidity provision in ETFs. 

Simon Wynn-Davies is Head of Institutional Sales & Trading at Flow Traders B.V. He began his trading career at IMC Trading before joining Flow Traders in 2014, where he became part of the institutional sales team covering the UK. Four years ago, Simon assumed responsibility for leading the firm’s institutional sales and trading team across EMEA. His experience spans institutional trading, liquidity provision in ETFs. 

Deputy Team Leader and Reporter , Bloomberg News

Charlotte Yang is a Deputy Team Leader and Reporter at Bloomberg News, where she covers North Asia equities markets. Her reporting focuses on regional investment trends, trading strategies, and market structure developments. She holds a Master in Public Policy from Harvard University. 

Charlotte Yang is a Deputy Team Leader and Reporter at Bloomberg News, where she covers North Asia equities markets. Her reporting focuses on regional investment trends, trading strategies, and market structure developments. She holds a Master in Public Policy from Harvard University. 

Senior Principal, Passive Investment Strategy Ratings, Manager Research , Morningstar Asia Limited

Jackie Choy is Senior Principal, Passive Investment Strategy Ratings for Morningstar Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He is responsible for the overall leadership of Morningstar’s global research and ratings for passive investment strategies. 

Prior to joining Morningstar in 2012, Choy was an investment analyst covering Hong Kong real estate securities for Cohen and Steers. Before joining Cohen and Steers in 2010, he was a search analyst for Nomura/Lehman Brothers, covering Hong Kong and China real estate securities. 

Choy has a master’s degree in mathematical sciences from the University of Oxford. He is a fellow member of the Association of Chartered Certified Accountants and holds the Chartered Financial Analyst® designation.

Jackie Choy is Senior Principal, Passive Investment Strategy Ratings for Morningstar Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He is responsible for the overall leadership of Morningstar’s global research and ratings for passive investment strategies. 

Prior to joining Morningstar in 2012, Choy was an investment analyst covering Hong Kong real estate securities for Cohen and Steers. Before joining Cohen and Steers in 2010, he was a search analyst for Nomura/Lehman Brothers, covering Hong Kong and China real estate securities. 

Choy has a master’s degree in mathematical sciences from the University of Oxford. He is a fellow member of the Association of Chartered Certified Accountants and holds the Chartered Financial Analyst® designation.