Private Markets Webinar Series

Mr. Atkinson is currently the Head of Debt and Capital Advisory Asia Pacific. He has facilitated numerous transactions and led the DCA industry globally with his extensive M&A and finance raising experience gained from Societe Generale, Credit Agricole CIB, CIBC, Royal Bank of Canada and MUFG.

As Head of Leveraged Finance, Strategic Advisory and Lead Banker at MUFG prior to joining PwC, he focused on sub investment grade structured lending and advisory for corporates, fund investors and sovereigns working as lead banker on many of the largest transactions in Europe.

Apart from the aforementioned deals, he ran Private Equity Coverage and Execution and managed a book of some EUR10.5bn assets (some of which were highly stressed).

He was also a permanent member of the investment committee at CIBC, a member of the Credit Committee and Underwriting Committee for MUFG and Board of Directors of MUFG/Morgan Stanley Joint Venture in Europe.

Dr. Alvin Ho is an experienced investment principal with a track record in private equity. He currently splits his time between managing a portfolio of private investments and institutional investing on one end, and handholding start-ups and grown-ups seeking new iterations on the other. In addition, he serves as a board member for listed companies and NGOs and is a member of investment committees for funds and platforms. Previously the legal and executive representative for the local currency funds incorporated in Beijing and Chengdu, he was the Head of China for a pan-regional private equity growth fund.

Alvin holds a Ph.D. in Finance from the Shanghai University of Finance and Economics, and master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports. He is the chief editor and contributed two essays to RISE FROM CRISES, a publication of CFA Society Hong Kong.

As the Head, Global Partnerships & Client Solutions, Growth Markets, Brenda leads the team responsible for delivering global revenue targets for a portfolio of learning products targeted at investment management professionals. Brenda is a member of the senior management team in APAC, collaborating with cross-functional teams regionally and globally.

Brenda brings over 25 years of experience in business development to the role, with deep experience in change management and organizational transformation. Prior to joining CFA Institute, she spent over eight years to lead the global and APAC strategy development and planning in Electrocomponents, the world’s largest distributors of electronics and maintenance products. Her investment professional career started since 2000 when she led the investment team to conduct merger and acquisition deals in the region, followed by
leading an IPO project in HK.

She received her CFA Charter in 2002 and Certification of ESG Investing in 2022. She is alsoan Associate Member of the Chartered Institute of Management Accountants (ACMA), Graduate of Australian Institute of Director (GAICD) and has a Bachelor degree of Business Administration (Finance) from The Chinese University of Hong Kong.

Frank Huang has been working as the Head of Fund Research at New Harvest Wealth Securities Company Limited in Hong Kong since February 2024, where he oversees the global hedge fund research and allocations. As a comprehensive wealth management firm offering a diverse range of products and services, New Harvest Wealth is focused on establishing a high-quality, world-class global hedge fund platform for its family office and high net worth clients.
Prior to his current position, Frank held the role of Senior Vice President at SAIL Advisors Limited, the multi-billion-dollar single family office of DFS’s co-founder Robert Miller, from 2019 to 2024. During his tenure, he was responsible for researching and allocating various global hedge fund strategies, including but not limited to equity long-short, credit, event-driven, and special situations.
Frank graduated from Yale University with an MBA degree in 2017. After business school, he first worked at China's Sovereign Wealth Fund, SAFE Investment, from 2017 to 2019, as an investment analyst specializing in TMT sectors. There, he developed a profound understanding of equity markets and portfolio management, laying the foundation for his future accomplishments.
Frank is a CFA charterholder and also hold a Bachelor’s degree from the University of Toronto.

Cliff is the Managing Director, CEO and Co-Founder of Wings Securities Limited and is responsible for the overall management and leading deal origination, supervision and execution for clients in Hong Kong, mainland China and globally.

Cliff has over 20 years of experience in investment banking, family office and auditing. He has held senior management positions at leading international investment banks and has accumulated profound experiences across HK IPOs, pre-IPOs, cross-border M&As, share placements, convertible bonds and bond issuances.

As one of the spokesperons for CPA Australia, Cliff has participated in various business and economic projects, including the Asia-Pacific Small Business Survey and the Hong Kong Economic and Business Sentiment Survey. He also actively advocates for business issues such as family office, SMEs, and Environmental, Social, and Governance (ESG).

Cliff holds an MBA degree from the University of Chicago Booth School of Business and a BBA degree from the University of Hong Kong. He is an RO for Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 6 (Advising on Corporate Finance) activities under the Securities and Futures Ordinance (the “SFO”). Mr. Ip is a fellow member of CPA Australia and the President of CPA Australia Greater China Division. He is also the Chairperson of the Financial Services Committee and a member of the ESG Committee and Greater Bay Area Committee in CPA Australia - Greater China.

Kerrine is the Country Head for Hamilton Lane in Singapore. She is also the head of Client Solutions Group in Southeast Asia. Kerrine was named to Private Equity International’s (PEI) top 60 list of Women of Influence in Private Markets in 2023.

Prior to this, Kerrine was the Head of Alternatives Distribution for Southeast Asia at BlackRock, where she was responsible for distribution strategy and client engagements on BlackRock’s alternative investment product suite.

Kerrine has an MSc degree in Applied Finance from Singapore Management University and a BA degree, with first class honours, in Economics from the National University of Singapore.

Kenneth Kwong, CFA has experience in banking, asset management, and tech scaleups. He received his MBA from INSEAD.

Angela is a VP, Head of APAC and Valuations in Preqin’s Research Insights team and covers the private investments industry in the Asia-Pacific region. She has over 15 years' experience in investment analysis and risk management across asset classes in public and private markets, specializing in the valuation of private equity and private debt assets including distressed and special situations.

Grace Lee is a Partner and Group COO of Qiming Venture Partners. She has extensive experience in the venture capital industry covering investment, portfolio management, fund operation and fund raising. Prior to joining Qiming in 2009, Grace was the Deputy CFO and Compliance Officer of C. V. Starr Asia. Previously, Grace was an investment professional dealing with private equities and listed securities when she worked at PAI Partners and JAFCO Asia. Grace was an auditor in the early part of her career life.

Grace was named the Top 10 Most Influential CFO in the China VC/PE Industry in 2017 by ChinaVenture, and the Best China PE/VC CFO in 2022 and 2023 by Frost & Sullivan and LeadLeo Research Institute.

She holds a Bachelor of Business Administration Degree from the Chinese University of Hong Kong and a Bachelor of Laws Degree from the University of London. She is a fellow member of HKICPA and a CFA charter holder. Grace is a Board of Director and the past Co-Chairwoman of Hong Kong Private Equity Finance Association, and a board member of China Venture Capital Finance Organization. She is also a Non-Executive Director of The Hong Kong Society of Financial Analysts Limited.

Founded in 2006, Qiming Venture Partners is a leading China venture capital firm with offices in Shanghai, Beijing, Suzhou, Hong Kong in China, and Singapore. Currently, Qiming Venture Partners manages eleven US Dollar funds and seven RMB funds with $9.5 billion in capital raised. Since its establishment, the firm has invested in outstanding companies in the Technology and Consumer (T&C) and Healthcare industries at the early and growth stages.

Christine is the Head of Research, APAC at Knight Frank. She has over 15 years of industry experience, helping to shape the long-term business strategy by developing and implementing research initiatives that feed into the research centre of excellence for potential broader application.

She curates and co-ordinates regional forecasts and market outlook for clients across the office, industrial and residential sectors as well as specialist asset classes such as student accommodation, multi-family and data centres. Prior to joining Knight Frank, Christine was the Head of Business Development Services for Southeast Asia, overseeing both the research and marketing resources. She was responsible for managing and delivering real estate and economic research and strategic analysis, with the view of providing research-based perspectives to commercial leasing and investment processes. Her insight and in-depth knowledge of real estate market is also well sought-after by both the local and international media.

Christine began her real estate career as a property correspondent and commentator with Singapore Press Holdings (SPH) where she interviewed key market players from listed company CEOs to top government officials on various property-related issues.

She has a Bachelor of Science degree in Engineering from Cornell University (US) and a Master of Arts degree in Media and Communications from University of London (UK).

Dr Lok is responsible for nurturing ethics trainers, producing ethics bite-size media as well as facilitating member societies to promote ethical behavior in their local capital markets. In his role, Dr Lok works with member societies to advance awareness and adoption of CFA Institute ethics and standards, as well as policy positions on ethical conduct and culture related issues. This involves outreach to local stakeholders, including the industry, financial regulator, and the public across the APAC markets. Dr Lok also manages ethics related content and events together with societies leaders as well as facilitating their outreach activities on the Asia-Pacific Research Exchange (ARX) post publication.
Dr Lok joined CFA Institute in February 2014 as the Director of Capital Markets Policy in the Standards & Advocacy Division (APAC) before moving to the role of Director, Society Advocacy Engagement (APAC) in January 2017. In that role, Dr Lok has built up close relationships with society leaders and volunteers in the APAC region. Dr Lok was also responsible for directing the establishment of the Asia-Pacific Research Exchange (ARX). Over the years, he co-authored two monographs on portfolio pumping and market manipulation, submitted numerous regulatory consultation papers, written many blogs & articles and supported the Singapore Society in their Industry Research series in the Singapore Business Times.
During the decade prior to joining CFA Institute, Dr Lok was the senior investment manager of a Chinese solar-energy conglomerate and worked as both a buy and sell-side research analyst in Singapore. Dr Lok also served as the Adjunct head of two modules in Nanyang Technological University (南阳理工学院) as well as the module leaders for various universities in Hong Kong SAR, Mainland China, and Singapore.
Dr Lok graduated with a degree in Electrical & Electronic Engineering from the Nanyang Technological University in Singapore in 2003. Subsequently, he went on to read his MBA at the University of Manchester in 2013. He obtained the FRM certification from the Global Association of Risk Professionals in 2007 and was subsequently awarded the CFA certification from the CFA Institute in 2008. Dr Lok was recently awarded a doctorate degree from the University of Middlesex, London in 2021. His latest publication was a co-authorship with ACCA entitled “21 Sector Analysis: A Questioning Framework for Investors”.

Wisely is an Executive Director of the CFA Society Hong Kong. He works at the Hong Kong Exchanges and Clearing Limited (HKEX) as a Vice President , responsible for external fund manager evaluations. Prior to joining HKEX, Wisely was a Vice President at Conning Asia Pacific Limited, managing the Fund of Funds business and the fund research team. Before that he has worked for several international financial institutions, focused on hedge fund research, due diligence and investment. Wisely graduated from the University of Hong Kong with a Bachelor degree in Economics and Finance. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholders. Wisely serves as a mentor of the HKU Business School (Master Programmes) and is a Think Tank Convener of the Hong Kong Federation of Youth Groups (HKFYG).

Annora Ng is a Managing Director at Gaw Capital Partners based in Singapore and is responsible for capital formation, co-investments, separate account investments, investor relations and marketing.
Ms. Ng has over 10 years of experience in real estate investment advisory, including fund formation, acquisitions, recapitalizations and investor relations.
Ms. Ng joined Gaw Capital in 2013 and was based in Hong Kong until 2022 when she relocated to Singapore to help grow the South East Asia business and investor base.
Before joining Gaw Capital, Ms. Ng was a founding member and research analyst at HKGolden50, a Hong Kong based non-profit research institute.
Ms. Ng received her B.A. in Government (International Relations and Comparative Politics) from Dartmouth College.

Azmi Özünlü, FRM, CFA is Senior Director for Content Development in the Professional Learning Division. Azmi has been involved in financial education for over 20 years, both in academia at the University of Liverpool Management School and in professional training at Fitch Learning and various other financial training providers. He has created graduate curricula, led teams of trainers, and has been involved in the training of several thousand graduates at leading asset managers and investment banks. Azmi has a BA from Davidson College, an MBA from Western Carolina University, and an MSc from University of Kentucky.

William Tan has over 15 years of experience in real estate investment, development, and management. As the co-founder of USA Regrowth Funds, he has played a key role in transforming underperforming assets into high-quality turnkey properties.
William is involved in managing investor relationships and devising investment strategies. His work also includes conducting due diligence, market research, feasibility studies, project investment analysis and financial modeling, as well as optimizing the fund's debt maturity profile.
Before transitioning to real estate, William gained valuable experience in the private equity investment and buyouts industry. He previously worked in technology consulting and has a strong interest with automation and the exciting future possibilities emerging from the AI Spring.

Andrew runs Muzinich & Co.’s Asia Pacific business and has 20 years of experience in Financial Markets with a specialization in Asia Pacific having set up and run businesses covering Private and Public Debt, Syndicated Loans, Special Situations and Distressed Debt in the region. In
2020, Andrew established Muzinich & Co.’s Private Debt business in Asia Pacific and is an investment committee member on the firm’s first Asia Pacific Private Debt Fund.
Prior to joining Muzinich & Co., Andrew was Head of Global Loans and Special Situations, Asia Pacific at HSBC and Head of Trading for Loans and Special Situations, Asia ex Japan at Nomura where he founded and established both HSBC’s and Nomura’s Private Debt and Special
Situations businesses.
Andrew was also a member of HSBC Asia Pacific Fixed Income Executive Committee and HSBC Global Credit Executive Committee. He served as the chairperson of the Asia Pacific Loan Market Association Secondary Loan committee from 2018 to 2020. Andrew is a graduate of University of Melbourne.

Teo Yee Hean is a Principal Investment Specialist at the Asian Development Bank’s Private Sector Operations Department. Since joining ADB in 2015, Mr. Teo has played a pivotal role in advancing the bank’s private equity fund investments. His strategic oversight ensures that these investments achieve sustainable financial returns while aligning with ADB’s mission to promote corporate governance, environmental sustainability, and social equity through private sector engagement.

Prior to his tenure at ADB, Mr. Teo garnered extensive experience at GIC Private Limited and Temasek International Private Limited. In these roles, he was instrumental in evaluating private equity, real estate, and infrastructure deals within the risk management teams. His key responsibilities included conducting strategic reviews of private equity strategies, advising on portfolio construction, assessing large and complex global deals, and quantifying value-creation opportunities for underlying portfolio companies. Additionally, as a national of Singapore, Mr. Teo served 2.5 years in the Singapore Armed Forces.

Mr. Teo holds dual bachelor’s degrees in business management and economics from the Singapore Management University. Further, he completed an executive program at the Stanford University. Mr. Teo also serves as a member of the Singapore Venture and Private Capital Association LP Committee, and an advisory committee member on several of ADB’s fund investments.

Lisa is an audit partner with PwC Hong Kong. She has extensive auditing experience in the asset & wealth management sector. She started her career with PwC Boston, where she focused on conducting US GAAP financial statements audits of US mutual funds and US asset management companies.
During her tenure with PwC Hong Kong, Lisa services a wide range of clients including global asset managers, Chinese headquartered asset managers setting up in Hong Kong, and alternative investment funds (in particular hedge funds, private equity funds and real estate funds).
In addition to financial statements audits, Lisa also has extensive experience on advising start-up clients on setting up new funds from accounting, operational, regulatory & compliance perspectives; and working on non-audit assignments, e.g. ISAE3402/SOC-1 internal controls reports for global asset managers.
Lisa is a member of the American Institute of Certified Public Accountants and the Hong Kong Institute of Certified Public Accountants. She graduated from McGill University in Montreal, Canada, with a Bachelor of Commerce.

Violet joined Spathiphy as COO and helped to launch the company’s flagship fund in 2022. Prior to this role, she served at Golden Pine Asset Management, where she was the Head of Business Development and also held the position of acting COO for a period.

Before joining Golden Pine, Violet was a member of the Investor Relations team at Two Sigma, where she covered investors in the Asia Pacific region.

Earlier in her career, Violet started at Allianz Global Investors, first completing a two-year graduate program that rotated her through different business functions. She then worked as a Product Specialist for Asian Equities strategies.

Violet received her Bachelor of Business Administration (Accounting & Finance) from University of Hong Kong.

Vicky Yick joined Partners Group Singapore in March 2023 and is responsible for developing the Greater China private wealth business. Before joining Partners Group she was Managing Director, Head of Greater China for American Century Investments in Hong Kong. She also spent 9 years at Value Partners Hong Kong heading up the private wealth business covering private banks, family offices as well as coverage of US institutional investors. Vicky also worked at BNP Paribas, Goldman Sachs Private Wealth Management in Hong Kong as well as Man Investments in Switzerland. Vicky graduated from the University of British Columbia, with a major in Finance and is also a CFA charterholder.