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Rodney Greenwald
svp, Sales and Market Data, Kiodex
SunGard
16:45-17:30 - Commodity Trading & Risk Management: Staying Ahead of the Curve
Mr. Greenwald currently serves as the Senior Vice President of Sales and Market Data at SunGard Kiodex, Inc., managing sales across the Americas and Asia Pacific regions as well as Kiodex’s market data business. Previously, he was a portfolio manager at two hedge funds and ran a long/short equity as well as a volatility dispersion portfolio. Prior to these positions, Mr. Greenwald was a vice president trading and marketing commodity derivatives at Citigroup, where he was responsible for managing the Bank’s global oil trading books in addition to marketing derivative products in energy and other commodities. In addition, Mr. Greenwald was a civil engineer for several years and responsible for building inspections, roadway designs, sewage studies and other engineering projects. He holds an MBA with a finance concentration from the Pennsylvania State University and a BS in civil engineering from the University of Hartford.
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Henry Jusuf
managing director at the Equity Capital Markets Group
PT Trimegah Securities Tbk
16:00-16:45 - What Happens Next in Financial Trading? Achieving Straight Through Processing
Henry Jusuf is Managing Director at the Equity Capital Markets Group at PT Trimegah Securities Tbk, the top Indonesian brokerage house. Mr. Jusuf has worked at Trimegah for ten years and has more than 12 years of experience in capital markets. Since joining Trimegah, Mr. Jusuf has held a number of middle management and senior roles in equity research, investment banking, investor relations, institutional sales and trading. He founded the institutional equity brokerage division at the firm and the first to introduce Direct Market Access services to the Indonesian equity market. He began his career as business analyst in the United States at Smith Barney – New York, before moving to Indonesia and work at Trimegah.
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Charles Koh
general manager
Temasek Holdings
16:45-17:30 - Operational Efficiency and Control via Automated Cash Reconciliations
Charles was born in Singapore in 1971. His career began at Cap Gemini Singapore. In 1996 he joined PepsiCo Inc and stayed for 9 years. His accomplishments included setting up pan-Asia IT operations centre in Hong Kong, optimizing FritoLay China’s supply chain, transforming sales & distributions capabilities across Asia thru IT, rationalizing from 17 ERP systems into one SAP platform and implementing same day collaborative business analytics. Charles eventually assumed IT leadership responsibilities in 2002 as PepsiCo China CIO. He has a B.SC in Economics & Management from London School of Economics.
In late 2005, he joined Royal Dutch Shell as Global Head of Strategy & Planning in IT4Shell (Retail). A major initiative that he conceived & co-lead was inducing interest & improved profitability for users of environmentally clean diesel in construction sectors from Dubai to New Zealand.
He joined Temasek Holdings in early 2007 where he was tasked to clarify business-IT requirements, develop firm-wide IT work-plan and take IT delivery capabilities to new heights.
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Caroline Lacocque
Head Corporate Connectivity, Asia Pacific
SWIFT
16:45-17:30 - The Changing Payments Landscape: SWIFT’s perspective on this evolving world
Based in Hong Kong, Caroline is responsible for promoting SWIFT’s offering in the Corporate to Bank space of Asia Pacific. Prior to joining SWIFT, Caroline was based in New York, with the Treasury and Cash Management Division of SunGard, responsible for introducing new cash and treasury solutions to SunGard corporate customers. She also has experience with market data products and services for Traders and Hedge Funds.
Caroline is a Belgian citizen and holds a Masters in Law from the University of Brussels.
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Mike Lacson
director of pre-sales, Protegent
SunGard
16:00 - 16:45 - Automated, Rules Based Compliance Surveillance and Detection
Mike has extensive knowledge across the suite of Protegent compliance products. Mike has broad business and technology experience related to Financial Services compliance spanning 15 years. Prior to joining SunGard, Mike has worked directly with tier one firms to deliver and implement compliance solutions including SunGard Protegent products.
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Daniel Lee
business director, Electronic Execution Business
DBS Vickers Securities
14:45-15:30 - What Happens Next in Financial Trading? Investing in Frontier & Emerging Markets
16:00-16:45 - What Happens Next in Financial Trading? Achieving Straight Through Processing
Daniel Lee has been with DBS Vickers since 1999. Prior to joining DBS Vickers, Daniel worked in various positions in equity sales, sales trading and research with Indosuez WI Carr Securities. Before joining WI Carr, he was doing research in Management Psychology at Cambridge University under a bursary from King's College, Cambridge and a Fellowship from the Cambridge Commonwealth Trust.
Daniel Lee graduated with a first class honours degree in Psychology from the Queen's University of Belfast. He also holds a Master of Laws from Northumbria University, Newcastle, UK and an MBA from California State University, East Bay.
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Lisa O’Connor
Head Asset Management, Asia Pacific
SWIFT
14:45-15:30 - What Happens Next in Asset Management?
Based in Hong Kong, Lisa is the Head of Asset Management for the Asia Pacific region at SWIFT. As a member of the Securities Markets team, her responsibilities include the cooperatives strategy for the Asset Management segment in Asia Pacific. This includes working with the community to increase the awareness of international standards for the securities market.
Prior to joining SWIFT, Lisa worked in Hong Kong and Sydney as an Asset Management Market Specialist, with Reuters, responsible for the promotion of solutions to buy side customers. Lisa is an American citizen who worked in New York for many years before moving to the Asia Pacific region.
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Shane Roberts
director
FMB Solutions
16:00-16:45 - Risk & Compliance: Treasury’s Role in This Evolving Environment
Shane Roberts is director of FMB Solutions, an Australian based company specialising in treasury & risk management professional services within the Asia/Pacific region.
Prior to establishing FMB Shane spent 15 years in front, middle and back office treasury roles for large financial institutions and corporates.
With an MBA from Macquarie Graduate School of Management in Sydney and a diploma in financial markets, specialising in treasury from FINSIA, Shane now specialises in designing, building and implementing best practice corporate treasury and risk management functions that are robust, transparent and efficient. |
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Shobhit Sharma
regional sales manager, Asset Finance, Asia
SunGard
16:00-17:30 - Dealing with Challenges and the Opportunities Ahead – Reducing Operating Costs
Shobhit joined SunGard in early 2007 and has been actively engaging with the loans and leasing businesses in SEA since 2004. He has 1st hand experience on the processes and the business practices in Singapore, Malaysia, Indonesia and Viet Nam.
Prior to moving into technology solution sales, he was a business user for 5 years with Citibank and GE in their Loans divisions. This enables him to have a holistic view of the internal challenges faced by the financial institutions resources and helps in arriving at the best possible approach to maximizing delivered value.
His other areas of solution expertise include Credit, Market, and Operational Risk., Basel II, ALM, FTP, Profitability Analysis, Credit Portfolio Management, and Economic Capital Management.
Shobhit holds an MBA degree in Marketing from Faculty of Management Studies, Delhi University; and a Bachelor of Engineering (specializing in Process Control) from Birla Institute of Technology, India.
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Tony Warren
vice president, Institutional Asset Management
SunGard
16:00-16:45 - Remaining Agile through Automation
Tony Warren has more than 20 years of experience in investment management operations. Mr. Warren’s industry experience and expertise spans many aspects of investment management operations, including front-, back- and middle-office operations and asset management, specializing in fund accounting and asset servicing operations.
Mr. Warren joined SunGard in 1993 and has been integral in developing SunGard Institutional Asset Management’s solutions for investment operations in Europe, North America, Asia and Africa. Based in London, Mr. Warren is responsible for the global product management of SunGard’s Asset Arena Investment Accounting (InvestOne Edition) solution. Prior to SunGard, Mr. Warren held leadership positions at Prolific Asset Management and Royal Life in London.
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T K Yap, CFA
executive director
OCBC Securities, Singapore
14:45-15:30 - What Happens Next in Financial Trading? Investing in Frontier & Emerging Markets
16:00-16:45 - What Happens Next in Financial Trading? Achieving Straight Through Processing
Mr TK Yap, CFA, is Executive Director at OCBC Securities where he oversees institutional execution and electronic connectivity at the firm, as well as its alternative investments product desk and central dealing unit. His 20 years in the investment and securities business includes experience at both local and foreign firms, from both the buy and sell sides, and in distribution as well as origination. His stockbroking background included stints as head of research as well as head of sales of a regional brokerage in the early 90s. He joined OCBC Securities in 1998 to start its broker dealer sales trading and electronic execution business, targeting the cash, derivatives, portfolio trading and proprietary desks of US and European broker dealers as well as electronic trading networks.
TK serves on the Board of Governors of the CFA Institute, was formerly the President of the Singapore Society of Financial Analysts, and serves on SIAS Committees including investor education, the SIBA Equity Derivatives Committee, the SGX Securities Committee, and was part of the MAS Capital Markets Committee.
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Richard Zhu
executive vice president
Global Trading
SunGard
16:00-16:45 - What Happens Next in Financial Trading? Achieving Straight Through Processing
Richard Zhu is in-charge of Sales and Marketing in SE Asia and India. Richard has more than 20 years experience in the Financial Industry. Prior to joining SunGard, Mr. Zhu held a number of senior positions in various Banks and Stock Broking house, including Vice President of Operations and Technology in OCBC Bank where he managed Risk Management Solution (Basel II, Market Risk, Credit Risk & Operational Risk), ERP, MIS, Data Warehouse and Business Intelligent as well as Data Management, and director of Strategic Implementation in OCBC Securities where he was instrumental for achieving end to end STP and electronic trading and new products implementation. He started his career as a software engineer in one of the largest Banks in China and worked on many assignments in Retail Banking, Corporate Banking, Credit Risk, HR and Data Centre management.
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