Fund Evaluation Group Investment Advisors
March 21-23, 2018 | Hong Kong 

Thank you to everyone who joined us for our first FEG CIO Corner in Hong Kong! Please check back soon to read the FEG Insight for An Approachable Asia. 

 


FEG CIO Corner is a multi-day event where guests venture abroad to learn first-hand about the unique challenges and opportunities of international investing. Guests hear from a compelling line up of speakers, meet in small groups with managers, and visit key representatives from local companies.

AGENDA

March 21 – 22, 2018 | Hong Kong

Guests are encouraged to arrive Tuesday March 20, 2018 in order to take full advantage of the agenda. 

 

Wednesday, March 21, 2018

All events on Wednesday will be held in the Four Seasons Harbour Ballroom, located on level 4. 

9:00 a.m.–9:30 a.m. Registration Check-In 

9:30 a.m.–10:00 a.m.

 

FEG Welcome and Overview

Greg Dowling / FEG

10:00 a.m.10:50 a.m.

 

Economic Overview

Munib Madni / Morgan Stanley

10:50 a.m.–11:00 a.m.  Morning Coffee Break

11:00 a.m.–11:50 a.m.

 

Corporate Governance in Asia

Jamie Allen / Asian Corporate Governance Association
John Pinkel / Indus Capital

11:50 a.m.1:00 p.m. Lunch

1:00 p.m.–1:45 p.m.

 

China Capital Markets Overview

Bo Meunier / Wellington Management

1:45 p.m.2:30 p.m.

 

The Chinese Real Estate Market

John Saunders / BlackRock Real Estate

2:30 p.m.–2:45 p.m. Afternoon Coffee Break

2:45 p.m.3:45 p.m.

 

A Fireside Chat on Asia and Hedge Funds 

Carl Huttenlocher / Myriad Asset Management 

3:45 p.m.4:30 p.m.

 

Private Equity in China 

Rebecca Xu / Asia Alternatives
Akihiko Yasuda / Asia Alternatives

4:30 p.m.4:45 p.m.

 

Closing Remarks 

Greg Dowling / FEG

4:45 p.m.5:30 p.m. Cocktail Reception

Thursday, March 22, 2018

7:30 a.m.–9:30 a.m.

Company Meetings / American Club

10:00 a.m.11:00 a.m.  Manager Meetings
11:30 a.m.–1:00 p.m. Lunch
1:00 p.m.–5:00 p.m.  Manager Meetings

Friday, March 23, 2018

8:45 a.m.11:30 a.m. View of the City (We hope you will join us for a small hike to see a panoramic view of Hong Kong from Victoria's Peak.)
 

SPEAKERS

We are excited to welcome the following confirmed speakers: 
Jamie Allen
Secretary General at Asian Corporate Governance Association

Jamie Allen is the Secretary General of the Asian Corporate Governance Association. He will be presenting on Corporate Governance in Asia with John Pinkel.

Jamie Allen
Secretary General at Asian Corporate Governance Association

Jamie Allen is the Secretary General of ACGA. He is responsible for overall management of the association, as well as directing ACGA’s research, advocacy and educational work in 12 Asia-Pacific markets.

He is a published author and has more than 30 years’ experience as a writer, editor and analyst covering the economies of Greater China and East Asia from Hong Kong. Prior to the establishment of ACGA in mid-1999, he ran his own consulting firm and carried out customised economic research on mainly finance-related topics, including corporate governance, for multinational clients in Asia. From 1992 to 1995, he worked for the Economist Intelligence Unit (EIU) as editor of Business Asia, a regional management newsletter, and was a contributor to The Economist from 1994 to 1996. Mr Allen began his journalistic career in the late 1980s as a reporter for the South China Morning Post in Hong Kong.

From 2001 to 2007, Mr Allen was a member of the Public Shareholders Group, a committee formed by the Hong Kong Securities and Futures Commission to advise it on shareholder rights and corporate governance matters in Hong Kong. He served on the Listing Committee of the Stock Exchange of Hong Kong (SEHK) from 2006 to 2010.

In July 2013, Mr Allen was appointed to the Operations Oversight Committee (OOC) of the Financial Reporting Council (FRC) in Hong Kong. The FRC, a statutory body, has responsibility for investigating auditing irregularities in the accounts of Hong Kong listed companies. The OOC reviews and approves the FRC’s audit investigation work.

In July 2017, the International Corporate Governance Network (ICGN) awarded Mr Allen an “ICGN Lifetime Achievement Award 2017”, in recognition of his dedication to implementing effective corporate governance practices and promoting shareholder rights throughout Asia.

He is a graduate of the Australian National University, Canberra where he received a Bachelor of Arts (Honours) in Political Science and Chinese language. He studied Mandarin for two years in Taiwan during 1983 and 1984.

Carl Huttenlocher
Managing Partner and Chief Investment Officer at Myriad Asset Management

Carl Huttenlocher is Managing Partner and Chief Investment Officer for Myriad Asset Management. He will be a panelist on the Hedge Fund panel.

Carl Huttenlocher
Managing Partner and Chief Investment Officer at Myriad Asset Management

Carl Huttenlocher is Managing Partner and Chief Investment Officer for Myriad Asset Management. Prior to founding Myriad in 2011, Carl was Managing Director of Highbridge Capital Management (HCM), Senior Portfolio Manager for the Highbridge Asia Opportunities Fund (HAO) and a member of the Global Investment Committee for Highbridge Capital Corporation (HCC). Carl set up Highbridge's Hong Kong office in 2004 and founded and managed HAO, which launched to outside investors in 2005. From 2006 to 2011, Carl managed between $1.5B and $5.3B of investor capital in the Asia Pacific region across HAO and HCC.

Before joining Highbridge in 2002, Carl was the portfolio manager for Asian Convertibles and Equity Derivatives at Long Term Capital Management from 1995 to 1999. Carl began his career at Citadel Investment Group where he traded European and Latin American Convertible Bonds. He also founded Intelligent Markets—a venture capital-backed financial software companyin 1999 and served as CEO from 1999 to 2001. Carl serves on the Global Board for Room to Read, a children’s Education Charity. Carl graduated from the Massachusetts Institute of Technology with a B.S. in Mathematics.

Munib Madni, CFA
Managing Director, Morgan Stanley Investment Management

Munib Madni is a PM for the IM Global Emerging Markets portfolios as well as Lead PM for Asian Equity portfolios. He will be presenting an economic overview.

Munib Madni, CFA
Managing Director, Morgan Stanley Investment Management

Munib Madni is a PM for the IM Global Emerging Markets portfolios as well as Lead PM for Asian Equity portfolios. Munib joined Morgan Stanley in 2005 and has 23 years of investment experience covering Asian markets.

Prior to joining the firm, he was associate director of Australian equities at Aberdeen Asset Management. He started his career as an Australian Bond Portfolio Manager with UBS Asset Management in 1994.  

Munib received a bachelor's degree in business with honors and a bachelor's degree in law from the University of Technology in Sydney. He holds the Chartered Financial Analyst designation.

Bo Z. Meunier, CFA
Senior Managing Director, Partner, and Equity Portfolio Manager at Wellington Management

Bo Meunier is a partner at Wellington Management and works in their Hong Kong office. She will be presenting an overview of China's Capital Markets.

Bo Z. Meunier, CFA
Senior Managing Director, Partner, and Equity Portfolio Manager at Wellington Management

Bo is a portfolio manager in Global Equity Portfolio Management on the Emerging Markets Team. She manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. She currently manages China-focused regional portfolios and provides research to her team on China and the real-estate industry. Bo works in our Hong Kong office. From 2001 to 2005, she was an analyst in Wellington Management’s Global Industry Research Group covering US and Asian property stocks.

Prior to joining the firm in 2001, Bo was a manager at Ernst and Young, where she conducted business valuation in the Corporate Finance Group (1998 – 2001).

Bo received her MBA from Babson College (Olin, 1998) where she graduated with honors and was awarded a Babson Fellowship. She earned her BS, with high honors, in scientific English at the Harbin Institute of Technology, China (1992). In addition, she holds the Chartered Financial Analyst designation.

John D. Pinkel, CFA
Partner and PM Indus Asia Pacific Fund and Indus Select Fund at Indus Capital

John D. Pinkel is a Partner of Indus Capital, based in San Francisco. He will be presenting on Corporate Governance in Asia with Jamie Allen.

John D. Pinkel, CFA
Partner and PM Indus Asia Pacific Fund and Indus Select Fund at Indus Capital

John D. Pinkel is a Partner of Indus Capital, based in San Francisco.  Mr. Pinkel is the portfolio manager of the Indus Asia Pacific Fund and the Indus Select Fund, primarily researching companies in Asia (ex-Japan) with a particular focus on Hong Kong/China, Taiwan and Korea.  Mr. Pinkel joined Indus Capital in March 2003 from Citigroup where he was Managing Director and Head of Equities in the Taipei branch.  Prior to joining Citigroup, Mr. Pinkel spent 8 years as a securities analyst in Hong Kong, China and South Korea.  Mr. Pinkel lived and worked in Asia for over 20 years.

Mr. Pinkel, a CFA charterholder, graduated from the University of California, Santa Barbara, with a BS in Applied Mathematics.  He is fluent in Mandarin Chinese.

John Saunders
Managing Director, Head of APAC at BlackRock Real Estate

John Saunders, Managing Director, is Head of APAC for BlackRock Real Estate and a member of the Real Estate Global Executive Committee. He will present on the Chinese Real Estate Market.

John Saunders
Managing Director, Head of APAC at BlackRock Real Estate

John Saunders, Managing Director, is Head of APAC for BlackRock Real Estate and a member of the Real Estate Global Executive Committee. Mr. Saunders oversees the day to day operations of the BlackRock Asia Property Fund II and BlackRock's Asia Property Fund III.

Mr. Saunders's service with the firm dates back to 2007, including his years with MGPA, which was acquired by BlackRock in 2013. Prior to joining MGPA, he worked for Credit Lyonnais Securities running their regional property research effort, and was instrumental in the start of their property fund on which he served as an investment committee member. He has nearly 30 years of experience in the property industry, the last 23 of which have been in Asia.

 

Mr. Saunders is a member of the Royal Institution of Chartered Surveyors (RICS) and the Hong Kong Institute of Surveyors. Mr. Saunders holds a diploma in estate management from the University of Reading in England.

Rebecca Xu
Co-Founder and Managing Director at Asia Alternatives

Rebecca Xu is a Co-Founder and Managing Director of Asia Alternatives. She will present with Akihiko on Private Equity in China.

Rebecca Xu
Co-Founder and Managing Director at Asia Alternatives

Rebecca Xu is a Co-Founder and Managing Director of Asia Alternatives. Ms. Xu splits her time between Asia Alternatives' Beijing, Shanghai and Hong Kong offices and leads the Shanghai office. She is on the Firm's Investment Committee and co-leads Asia Alternatives' investments in expansion and growth capital funds, focusing most of her time on Asia Alternatives' China investments.

Prior to starting Asia Alternatives, Ms. Xu was a Senior Investment Officer at the Funds Group of the International Finance Corporation (“IFC”), the private sector investment arm of the World Bank Group. There, she had the primary responsibility of leading IFC's fund investing and portfolio supervision in Asia for over six years. Previously, Ms. Xu also worked at McKinsey & Co, Inc. (Washington D.C.) and HSBC (Hong Kong).

Ms. Xu received an MBA from Harvard Business School and holds a Bachelor’s degree in International Relations from the Foreign Affairs College in Beijing, China. Ms. Xu is fluent in Mandarin Chinese and English.

Ms. Xu currently serves on the Advisory Boards for several of Asia Alternatives' China and India private equity funds. In addition, she serves on the Boards of the Emerging Market Private Equity Association and the Chun Hui Bo’ai Children Foundation.

Akihiko Yasuda
Managing Director at Asia Alternatives

Akihiko Yasuda leads and is based in Asia Alternatives' Hong Kong office. He will present with Rebecca on Private Equity in China.

Akihiko Yasuda
Managing Director at Asia Alternatives

Akihiko Yasuda is a Managing Director of Asia Alternatives. He leads and is based in Asia Alternatives' Hong Kong office. He is on the Firm's Investment Committee. Mr. Yasuda co-leads the Firm's investments in Japan and Korea and co-leads Asia Alternatives' investments in buyouts and special situations.

Mr. Yasuda has over 25 years of professional experience in the areas of corporate finance, leveraged finance, real estate finance, fixed income investing and private equity investing. Prior to joining Asia Alternatives, Mr. Yasuda was most recently an Executive Director and Head of Private Equity at the Sumitomo Trust Finance (H.K.) Limited, an investment advisory arm of The Sumitomo Trust & Banking Co., Ltd. Mr. Yasuda managed the global private equity fund investment advisory group in Hong Kong for the bank's pension clients as well as the parent bank proprietary investments.

From 2003-2007, Mr. Yasuda was Director at CITIC Capital Partners (“CITIC Capital”), a private equity arm of CITIC Capital Holdings Limited. At CITIC Capital, Mr. Yasuda worked in the Tokyo and Shanghai offices as one of the core founding members for the firm's first private equity fund. He also served on the Board of Directors for Pokka Corporation, a leading Japanese beverage company and one of CITIC Capital's portfolio companies.

Mr. Yasuda received an M.B.A. from Haas School of Business at University of California at Berkeley and holds a Bachelor in Economics from Kwansei Gakuin University, Japan. He is fluent in Japanese and English.

Mr. Yasuda currently sits on the Advisory Boards for several of Asia Alternatives' Japanese and Korean private equity funds.