Lisa has 10 years of financial industry experience. Most recently, she was responsible for client coverage, credit analysis and transaction banking at Standard Chartered across China and the UK, where she handled cash management and trade finance needs for more than 50 multinational companies. Previously, she was Chief Product Officer of Guangdong Wangjin Holdings, a financial service platform provider for over 40 banks in China. Lisa received a Master of Science in World Economics from Fudan University.
Kelly has 15 years of financial industry experience. Most recently, she led trading and product solutions at AMTD Asset Management. Previously, she supervised asset and liability financial solutions for over 300 Multinational Corporates and local Corporates at HSBC Taiwan Global Markets. Prior to this, she worked at Taipei Fubon Bank in the Financial Markets Group and Polaris Securities in the Derivatives department.
Daniel has 24 years of financial industry experience and has allocated investments to over 100 funds globally. Most recently, he was founder and managing director for Tripod Management, one of the first investment management firms in Greater China focused on alternative investment strategies. Previously, he worked at Nomura International and received a Bachelors degree from the Chinese University of Hong Kong and a Masters degree from SDA Bocconi in Milan.
Angie has over 10 years of financial industry experience. Most recently, she was Co-Chief Executive Officer and Head of Investment Solutions for AMTD Strategic Capital Group. Previously, she was responsible for fixed income financial products trading at Polaris Securities (HK) Limited. Prior to this, she was an investment analyst at ISM Media. In 2017, Angie co-founded FinEX Asia.
Maggie has 20 years of banking experience. Most recently, she was Asia and EMEA Head of Unsecured Lending at Citibank N.A. and managed over USD 20b AUM. Previously, she was Chief Risk Officer for Citibank Hong Kong. Prior to this, she held senior positions at Ernst & Young (Australia) and Broken Hill Proprietary (HK) Ltd. In 2017, Maggie co-founded FinEX Asia.
Robert has over 15 years of financial industry experience. Most recently, he was Partner and COO at Redwood Peak. Previously, he served as Head of Asia Prime Services Risk at Barclays where he spent 10 years across Europe, North America, and APAC regions. Prior to this, he worked at PwC in the Investment Funds Group. He received a Master of Engineering degree from Imperial College London specialising in Aerospace Materials Engineering and an Executive M.B.A. from Kellogg-HKUST.