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Philip Aldis

Managing Director
Goldman Sachs International

Philip is responsible for EMEA and APAC Mortgages and EMEA Credit Structuring. He joined Goldman Sachs in 2011 as a vice president and was named managing director in 2013 and partner in 2018.

Prior to joining the firm, Philip worked at KBC Financial Products for five years in the CDO business, first as a desk strategist and then as a structured credit trader. Before that, he was a management consultant with PA Consulting Group.

Philip earned a Master of Engineering from the University of Cambridge in 2003.

Makoto Aoki

General Manager of China Debt Capital Markets Division
MUFG Bank Ltd.

Makoto Aoki is General Manager of the Debt Capital Markets Division of MUFG Bank (China).  The Division is responsible for both securitization and unsecured debt in the China onshore bond market.
Prior to his present position he was Head of DCM of JPMorgan Securities Japan and UBS Securities Japan.

Anuj Babber

Head of Securitisation Credit
M&G Investments

Anuj joined M&G Investments' fixed income credit research team in 2003 and heads the ABS Credit team in London. In addition to helping formulate investment policy, he takes an active role with both internal and external market participants to establish broader regulations and best practices in the ABS sector. Prior to joining M&G Investments, Anuj worked for the three years at Morgan Stanley in a number of roles including leveraged finance, ABS origination and ABS research. He was responsible for coverage of the European consumer asset-backed, residential mortgage backed and Italian lease sectors. Anuj graduated from the London School of Economics with a BSc i ... (view full description)

Alexander Batchvarov

Managing Director
Bank of America Securities

Dr Alexander Batchvarov is a managing director and Head of International Structured Finance research at BofA Merrill Lynch Global Research, and has held this role since he joined Merrill Lynch in 1998. Based in London, his regular research publications include: European Structured Finance and Cross-Product Weekly, European Structured Finance – ABS, as well as the Annual Structured Finance and Covered Bond Market Reviews for Europe, Japan and Australia. His team often releases in-depth reports on sector and industry specific topics, and comments on salient regulatory issues for the SF & CB markets. Batchvarov joined Bank of America Merrill Lynch in 1998 and in this ... (view full description)

Clarence Chan

Vice President

Clarence joined MUFG in 2016 and is responsible for expanding MUFG’s push to provide securitization solutions to corporates and financial institutions in East Asia.    Prior to this role, Clarence was part of Temasek Holdings’ corporate finance team, where he focused on funding optimization and credit ratings. He started his career at DBS Bank where he was part of the structured debt solutions group working on securitized transactions relating to auto loans, credit cards, leases, trade receivables, mortgages, and collateralized loan obligations.   Clarence holds a Bachelor of Business Administration (First Class Honours) degree from the National University of Singapor ... (view full description)

Kit Chan

Senior Director, Business Development Management
Fitch Ratings

Kit Heads the Business and Relationship Management Group for APAC Structured Finance at Fitch Ratings. He is based in Hong Kong and covers all key markets across APAC including Australia, China, India and Singapore.Prior to joining Fitch in 2016, Kit had over 10 years of experience in relationship management experience at Citi and Standard Chartered and was most recently Head of the Relationship Management Team for Hong Kong Non-Bank Financial Institutions Group at Citi.Kit holds a Bachelor of Science degree in Mechanical Engineering from The University of Michigan. ... (view full description)

Muisin Chan

Executive Vice President - Aircraft Sales
BOC Aviation

Cristina Chang

MD, Head of Global Securitized Products

Cristina is Asia-Pacific Head of Global Structured Finance within Capital Markets Origination and has worked at Citi for 10 years. Cristina manages a team of professionals in Asia-Pacific covering the Securitisation, Transportation and Project Finance businesses. Cristina has had 17 years experience in the Structured Finance industry in the Asia-Pacific region. Within Securitized Products, she has worked with various asset classes over a wide geographical region, including RMBS, Credit Card ABS, Auto ABS, CLOs, trade receivables securitisations across Australia, Korea, Hong Kong, Taiwan and Singapore. More recently, Cristina has been focusing on Transportation related ... (view full description)

Evita Chen

Capital Markets Director
Home Credit

Evita Chen is the Capital Markets director of Home Credit China since 2016. She leads the team responsible for ABS and bond issuance for Home Credit China with total issuance size more than 35 billion RMB.
Prior to join Home Credit, Ms. Chen was Vice President and Portfolio manager for Mortgage Industry Advisory Corporation in New York for 8 years, responsible for securitization, secondary market trading and hedging of MBS for 17 portfolios with monthly AUM of 1.6 billiom USD.
Evita Chen holds a M.A. in Economics from the University of Oklahoma and B.A. in Economics from Zhejiang University. She is also a CFA charter holder.

Weili Chen

Executive Director, Capital Markets Solutions
Standard Chartered Bank (Hong Kong) Limited

Chen Weili is Head, Capital Market Aircraft Financing at Standard Chartered Bank, based in Hong Kong. Weili’s primary focus is on the origination and structuring of securitization transactions backed by aviation, infrastructure, and other commercial assets.  Among his recent transactions are the first project finance loan backed CLO in Asia and the first private equity backed securitization sold to Singapore retail investors.    Prior to joining Standard Chartered in 2016, Weili was a Senior Director in the Structured Finance department at Standard & Poor's Ratings Services in New York, where he managed the team responsible for rating non-traditional securitisations. For 17 y ... (view full description)

Jerome Cheng

Associate Managing Director, S.F Group
Moody's Investors Service

Jerome Cheng has worked at Moody’s for more than 20 years. Based in Hong Kong, Jerome is an Associate Managing Director in the Structured Finance Group.
Jerome is responsible for covered bonds and structured finance transactions in Asia (ex-Japan). His analysis of structured finance deals includes CDOs, CMBS, RMBS, consumer loans and equipment leases. He has worked on a number of first-time landmark securitization transactions across Asia.
Jerome holds a Bachelor of Arts degree from The University of Hong Kong, and Bachelor of Law degree from Manchester Metropolitan University.

Andrew Chepul

Executive Director, Chief Executive Officer
Columbus Capital

Andrew is one of the co-founders of Columbus Capital, a non-bank wholesale lender established in 2006. Andrew has over 26  years experience in structured finance and funds management sector working for 7 years in the trustee industry overseeing the corporate trust division as Executive Manager dealing both in the mortgage industry as well as dealing with major infrastructure projects.  In his role as Treasurer at Firstmac over 7 years, he was instrumental in the set up of the FirstMac program managing in excess of $5.6 billion assets under management in the RMBS sector

Susie Cheung


Susie Cheung is the Co-Convenor and a Founder Member of  The Asia-Pacific Structured Finance Association Limited (APSA) established in 2006.  In her role as Director of Board of the China Securitization Forum (CSF) and its Executive Secretary General, Susie focuses on promoting development of securitisation between Mainland China and Hong Kong.  At present, Susie is the Chief Legal Counsel and Company Secretary of the CUHK Medical Centre.   Susie was the former General Counsel and Company Secretary of The Hong Kong Mortg ... (view full description)

Peter Chin

Credit Suisse

Peter Chin is based in Hong Kong and a director at Credit Suisse, responsible for origination and execution of securitization financing in the APAC region. Peter has broad expertise in various asset classes in providing financing and capital market solutions to companies in various stages, from fintech start ups to blue chip corporates and NPLs. At Credit Suisse he financed portfolios of non-performing loans secured by real estate in China and Thailand. Peter joined Credit Suisse in 2017 from Bank of America Merrill Lynch and where he led the bank’s asset finance efforts across Asia Pacific for 6 years. Peter graduated cum laude from Sogang University and received an MBA in Finan ... (view full description)

Young Choi

Portfolio Manager
King Street Capital Management

Mr. Choi is a Member and CLO Portfolio Manager.  He is responsible for the performing loan and high yield portfolio and secondary CLO portfolio.  Prior to joining King Street in 2006, Mr. Choi worked at Citadel Investment Group, initially as a Credit Analyst in the Distressed/High Yield Group and ultimately as a Portfolio Manager managing the firm’s $2 billion US leveraged loan portfolio and the firm’s CLO.  Prior to that, Mr. Choi worked as a consultant at Bain & Co.  Mr. Choi received a B.S.E in Electrical Engineering and an A.B. summa cum laude in Economics from Duke University.

Taemoon Chung

Managing Director & Regional Head of Securitization

Taemoon has more than 17 years of APAC securitization experience with a focus on consumer assets and has lead-arranged a number of first-time and award-winning transactions in the region.
Prior to joining MUFG in 2012, he spent nine years covering APAC securitization/DCM at RBS Tokyo. Before that, he was an equity analyst in the non-bank financials sector at ING Tokyo and also worked at Citi in the US.
Taemoon graduated with a B.S. in Chemical Engineering (Minor in Economics) from the Massachusetts Institute of Technology. He is a CFA charter holder and speaks English, Japanese and Korean.

Timothy Cleary

Clifford Chance

Tim Cleary is a partner in the Banking and Finance Group of the London office of Clifford Chance specialising in structured finance and bank capital management. He has a particular focus on synthetic securitisation and other credit risk mitigation and risk transfer transactions, and regularly acts for many of the active originator banks across Europe, North America and Asia. Tim also has extensive experience with the various regulatory and structuring considerations relevant in such transactions.   Tim also has broad experience in all aspects of OTC derivatives, in particular in connection with asset-backed securitisation, whole business securitisation, project and asset finance ... (view full description)

Florence Coeroli

Head, Asset Backed Products Asia-Pacific
Societe Generale

Florence joined the securitisation department of SG Paris in May 2006 as a structurer on ABS transactions
She has been involved in transactions on a large scale of jurisdictions, in both cash and synthetic format, involving multiple asset classes from very granular portfolio to more bespoke transactions on non-granular structured finance loan portfolio
Leveraging on her transversal knowledge of asset-backed products, Florence is now heading the SG team dedicated to this activity for Asia Pacific
Florence holds an engineering degree and a postgraduate degree in Finance from the ESSEC Business School

Chris Dalton

Chief Executive Officer
Australian Securitisation Forum

Chris is the part-time chief executive officer of the Australian Securitisation Forum, the peak industry association for participants in Australia’s securitisation market. He is also an independent member of the investment committees of two Australian fixed-income funds.
From 2000-08 Chris was the country head of Standard & Poor’s Ratings Services. This role had responsibility for the management of S&P’s credit
ratings, managed-fund research, index services and financial data businesses in Australia and New Zealand. His background includes roles in corporate banking, treasury, technology and auditing.

Morgan Davis


Morgan M. Davis has been reporting on the bond market in Asia for GlobalCapital, as well as on financial trends in the region for AsiaMoney, since October 2016. Morgan got her start in financial journalism in New York City, after receiving a Master’s Degree in journalism from Columbia University. She has worked as Associate Editor at NexChange, writing about fintech, and as a reporter at the Financial Times’ FundFire, reporting on asset management in the US. After beginning her professional life working for the Peace Corps, Morgan has developed a special interest in Emerging Markets and Sustainable Investing.

James Dilley


James is a Partner in the Deals practice at PwC HK & Mainland China. James and his team provide advisory services to investors in Chinese NPL, performing credit and special situation opportunities, including deal sourcing, due diligence, investment underwriting and post-deal master-servicing. James' team are currently responsible for overseeing the servicing of over US$ 100m of investor's capital deployed into the China NPL asset class and has first hand experience of the challenges of realising value in onshore distressed situations. In addition, his team identify and evaluate a number of single distressed credit and direct lending opportunities for international credi ... (view full description)

Edward Ding

Chief Economist
China Merchants Bank and CMB International

Edward DING An-hua is the Chief Economist of China Merchants Bank (CMB) and CMB International (CMBI). Prior to joining CMB in 2017, Mr. Ding worked at China Merchants Securities as Executive Vice President and Chief Economist. He has more than 20 years of experience in academia and finance. He had been named the best Local Chief Economist by China Business Network in 2013. Mr. Ding is a guest professor at the Chinese University of Hong Kong (Shenzhen) and visiting professor at Hunan University, China. Mr. Ding holds a bachelor degree of engineering from CSUST, and graduate degree from SCUT. He was a visiting sc ... (view full description)

Nicola Dondi

Managing Director
Goldman Sachs (Asia) LLC

Nicola is a managing director in the Investment Banking
Division. He is responsible for the firm's structured finance business in
Asia ex-Japan.

Previously, Nicola was a member of the Financial Institutions Group Financing team in EMEA, focusing on risk management solutions for financial institutions across Europe. He joined Goldman Sachs in London as an analyst in 2006, relocated to Hong Kong in 2012 and was named managing director in 2017.

Nicola earned a BA in Finance from Bocconi University and an MA in International Affairs from the Institut d'Etudes Politiques de Paris.

Charles Fan

Co-Founder & Chief Executive Officer
Jin Yi Capital

Charles Fan is the co-founder and CEO at JinYi Capital. Prior to co-founding JinYi, Mr. Fan spent 3yrs at CIC, where he mainly managed the SWF's allocation in U.S. and Europe's structured credit strategies . Before CIC, Mr. Fan served in various roles with Equity and Credit Derivative Trading/Risk Management at Cheyne Capital and Deutsche Bank London . Mr. Fan  was educated at University of Manchester where he was awarded First Class in BSc in Mathematics and Management. He also earned a MSc in Applied Statistics from Oxford University. Mr. Fan is a CFA Charterholder and certified FRM.

Charlotte Fan

Vice President
Vibrant Capital Partners

Ms. Fan is responsible for business development, marketing, client relations, and research activities. Prior to joining the firm, she was a Portfolio Analyst at AlpInvest Partners, a subsidiary of The Carlyle Group, where she focused on portfolio analysis and marketing. She previously worked at BlackRock Solutions as a Client Solutions Analyst, providing portfolio analysis and relationship management for institutional clients of the Aladdin platform. 

Ms. Fan holds a Bachelor of Science in Economics from Duke University in 2012.

Jerry Fang

Senior Director & Analytical Manager, Structured Finance Ratings, North Asia (ex. Japan)
S&P Global Ratings

Jerry Fang is a Senior Director & Analytical Manager for the Hong Kong SF team covering Greater China and Korea. Based in Hong Kong Jerry is responsible for the credit evaluation of structured finance transactions in North Asia (ex. Japan).  Jerry has around 20-years experience as a rating/credit analyst and over 10-years experience in structured finance. Since re-joining S&P Global Ratings in 2015, Jerry covers structured finance ratings in Greater China and Korea, with extensive experience in sectors such as RMBS, auto and credit card ABS, repacked transactions, and covered bonds. Before re-joining S&P Global Ratings in 2015, Jerry worked for three years ... (view full description)

Jade Friedensohn

Managing Director

  Jade Friedensohn currently serves as  Group Managing Director of the Structured Finance and Asia Pacific Divisions of Information Management Network, a subsidiary of Euromoney Institutional Investor PLC. IMN is an organizer of best in class financial conferences spanning the globe. Jade has 16+ years’ experience creating and executing large scale events and managing a talented team of conference professionals.  Since that time, she has for expanded the business into new markets and asset classes such as Italy, China and Greece; and new sectors such as renewable energy and fintech. In addition to new business development, her responsibilities include oversight of a team of ... (view full description)

Steve Gandy

MD, Head of Private Debt Mobilisation
Santander Corporate & Investment Banking

Steve Gandy is Managing Director, Head of Private Debt Mobilisation, Notes and Structuring for Santander Global Corporate Banking in London. He has over 27 years’ experience in the securitisation industry, having completed transactions in Europe, United States, Latin America and Asia. He serves on the Board of Directors of the European Data Warehouse, and has also served as a Member Chairman of the Securitisation forum of AFME, where he participated in the development of the PCS initiative and currently serves as the chairman of the of the PCS Market Committee. Steve is also the current chairman of the Securitisation Working Group of the European Banking Federation. During ... (view full description)

Ankit Garg

Executive Director, Credit Trading - Asset Backed Solutions, Financial Markets
Standard Chartered Bank (Hong Kong) Limited

Ankit is an Executive Director in Standard Chartered Bank, responsible for managing the securitised products balance sheet for Asia-Pacific. He has over 10 years of experience in trading and portfolio management. Based out of Hong Kong, Ankit’s focus is on trading and investments in the Asia-Pacific structured finance markets in cash and derivative products, including specialised financings. He has experience in a diverse mix of assets including RMBS, Consumer ABS, CLOs, CMBS and bespoke structures, in senior and mezzanine parts of the capital structure. Geographically he has overseen securitised exposures from US, Europe, Asia and Australia. Ankit has a Bachelor of Engineering from National ... (view full description)

Ira Ginsburg

Managing Director, Senior Portfolio Manager, Head of CLOs
CIFC Asset Management

Mr. Ginsburg is a Senior Portfolio Manager at CIFC and has 27 years of experience in corporate lending and portfolio management. Prior to joining CIFC, Mr. Ginsburg was a Principal and Portfolio Manager at Callidus Capital.  Mr. Ginsburg began his career at JPM in 1991 where he received his credit training.  While at JPM, he was a Vice President in the High Yield Finance group and held other roles in the Retail Industries, Management Reporting and Merger Integration groups. Mr. Ginsburg holds a B.S. in Finance and Management from New York University and is a member of the New York Society of Security Analysts.

Zhu Gong

Goldman Sachs

Zhu is a Vice President in the sales and trading division at Goldman Sachs,  having joined the company in 2012 as an analyst. She is part of a team which is responsible for non-US asset-backed securities trading and lending.  Zhu holds a Master of Mathematics from the University of Cambridge.

Sean Griffin

Managing Director
J.P. Morgan Securities LLC

Sean Griffin is a Managing Director at JPMorgan Chase and is co-head of the global Primary CLO business. During his time at JPMorgan, Mr. Griffin has worked with a variety of issuers, including private equity, hedge fund, asset/money manager, and insurance companies. Mr. Griffin utilized CLO/CDO technology to provide clients with access to capital and address their business goals, whether it be growth of AUM via traditional CLO/CDO issuance or more specialized bespoke financing solutions. Mr. Griffin's experience covers cashflow and market value securitization products and spans multiple asset classes with a focus on corporate credit/bank loans. Mr. Griffin received a BA in Mathematical Econ ... (view full description)

Fabrice Guesde

Head of Global Structured Credit & Solutions, Asia Pacific

Fabrice Guesde took up his role as Head of Global Structured Credit & Solutions (GSCS), Asia Pacific in April 2016. Based in Hong Kong, he is responsible for overseeing the development of Natixis’ structured credit solution offering in the region, including across asset-backed securities (ABS), collateralized loan obligations (CLOs), capital call facilities and fund financings, and a range of bank and insurance regulatory solutions.   Fabrice has over 25 years’ experience. He began his career in 1989 at Manufacturers Hanover Bank (now JPMorgan Chase), based in Paris, and in 1991 joined Bayerische Landesbank, Paris Branch as Head of Credit and then Head of Structured Credit &a ... (view full description)

Michael Hardy

Counsel, Registered Foreign Lawyer (England & Wales)
Latham & Watkins

Mr. Hardy’s practice covers a broad range of structured finance and derivatives transactions, including loans, stock lending and repos, structured credit and equity derivatives, repackagings, and collateral arrangements. He also advises central counterparties (CCPs), banks, and other financial institutions in relation to netting arrangements, clearing documentation, custody arrangements, recovery and resolution, regulatory capital, and insolvency issues.Mr. Hardy regularly speaks at seminars and industry conferences on topics such as derivatives, clearing and recovery and resolution. As Mr. Hardy holds degrees in software engineering and law, and worked as a software engin ... (view full description)

Alistair Ho

Managing Director | Head of Co-Lending Platform, APAC
Ostrum Asset Management (Hong Kong) Limited

Alistair joined Ostrum April 2019 to extend Ostrum’s Private Debt Real Assets (PDRA) offering into the Asia Pacific region.  The PDRA team focuses on co-lending in aviation, commercial real estate, and infrastructure loans.    Most recently, Alistair was Managing Director, Head of Structured Finance, Asia ex-Japan for Mizuho Securities Asia Limited. Prior to Mizuho, Alistair held a number of positions in Asia, including: Head of Structured Credit Syndicate, Asia Pacific at Natixis; and a number of Fixed Income Solutions roles at Credit Suisse and Citigroup. Before returning home to Hong Kong, Alistair began his career in the Structured Credit Products Group at Citigroup in New Yo ... (view full description)

Kyson Ho

Managing Director, Head Structured Finance ASP

Kyson joined HSBC in 2003 and is Managing Director and Head of Structured Finance Asia Pacific, responsible for arranging securitisations and other structured capital markets transactions for HSBCs clients in the region. Kyson has been involved in securitisations in China since 2005 and has arranged CLOs and auto ABS for ICBC, Bank of China, Bank of Communications, Volkswagen, Ford and HSBC in China. In 2014, Kyson helped establish the template for structuring and distributing onshore RMB denominated Chinese securitisations to global investors via the award winning Driver China one transaction. Prior to joining HSBC, Kyson worked at Stand ... (view full description)

Stan Ho

ExCo Member

Vincent Ingato

Managing Director & Portfolio Manager
ZAIS Group

Mr. Ingato serves as a Senior Portfolio Manager and Managing Director and was responsible for establishing ZAIS’s leveraged finance business. Prior to joining ZAIS in June of 2013, Mr. Ingato was a Managing Director and Portfolio Manager at CVC Credit Partners, CVC Capital’s credit business (formerly known as Apidos Capital). He joined CVC in May 2008 in connection with the sale of ACA to CVC. Mr. Ingato established ACA’s leveraged finance business in 2004 and was responsible for the firm's Corporate and Leveraged Loan CDOs. Prior to joining ACA Capital, Mr. Ingato was Senior Vice President and Head of the Leveraged Finance Group at Fuji Bank, which he started in 1992. After the bank merged ... (view full description)

Eric Jan

Managing Director & Head of China Investments, Global Markets
Barings Investment Management (Shanghai) Limited

Eric Jan is the Head of China Investments for Barings Investment Management (Shanghai) Limited.  He is responsible for leading and representing Barings’ investments in the China region.  Prior to this role, he was part of the Barings’ Structured Credit group where he analyzed collateralized debt obligation securities (including cash CLOs, synthetic CDOs, etc.).   Eric joined Babson Capital (now Barings) in 2006 and has over 15 years of experience.  Prior to joining the firm, he spent time at Honeywell Aerospace and Allied Signal Aerospace.    Eric holds a B.S. in Engineering and Applied Science and an M.S. in Mechanical Engineering from California Institute of Technol ... (view full description)

Chunkai Jiang

Director, Balance Sheet Securitisation
Standard Chartered Bank

Chunkai joined Standard Chartered Bank in 2013 and is currently a Director with the Balance Sheet Securitisation team under Capital Structuring and Distribution Group. He is responsible to execute internal bespoke securitisation transactions with focus on Significant Risk Transfer technology to deliver regulatory capital relief and/or credit limit relief for the bank’s various product segments such as corporate lending, trade finance and revolving credit facilities. He is also familiar with rules and regulations related to securitisation and other credit risk mitigation techniques.   Chunkai holds a Bachelor degree in Quantitative Finance from the National University of Singapore ... (view full description)

Sujaan Joshi

CLO Syndicate
Bank of America

Sujaan is a Vice President in the Structured Products Group within Global Credit & Special Situations at BofA Securities, where he is responsible for syndication of deals arranged by the new issue CLO desk. Sujaan joined BofA in 2014, in a CLO structuring/banking capacity before focusing primarily distribution-related responsibilities. Sujaan earned a bachelor’s degree in business administration with a concentration in finance and a minor in computer science from the College of William & Mary.

Asif Khan

Managing Director, Global Head of CLOs

Mr. Khan is the Global Head of CLO’s at MUFG Securities. Previously, he led global distribution business for structured credit products at Morgan Stanley, Goldman Sachs, Wachovia and Credit Suisse. Mr. Khan has over 16 years of experience in sales, marketing, trading and structuring of fixed income securities, with a particular focus on Securitized Products and Emerging Markets. He has also spent two years on the buy-side investing in structured credit instruments. He started his career at Salomon Brothers in New York in Emerging Markets Fixed Income Research. Mr. Khan holds an M.B.A. from William E. Simon School at University of Rochester and Bachelor of Business Administration, Magna Cum L ... (view full description)

James King

Portfolio Manager
M&G Investments

James joined M&G Investments in 2003 as a fund manager within the Alternative Credit group and is responsible for the ongoing development of our third party ABS portfolio management business. This unit looks after over €6bn in ABS and manages funds and mandates across the risk spectrum from highly liquid AAA only mandates to funds focussed on unrated structured credit investments. Prior to M&G, James worked for Citigroup, initially in the corporate bank and, latterly, in the alternative investments group as portfolio manager and credit analyst focusing on asset backed securities. James graduated from Durham University with a degree in Business Economics. ... (view full description)

Kei Kitayama

Managing Director, Head of Asia Pacific, Structured Finance Group
Moody's Japan K.K.

Kei Kitayama joined Moody's in 1999. He was promoted to Senior Vice President in 2000 and to Managing Director in 2002. Kei became the head of Moody's Japan office in 2004. In 2010, his responsibilities expanded to cover the Structured Finance Group for Asia Pacific.  

Prior to joining Moody's, Kei worked for the Long-Term Credit Bank of Japan (currently Shinsei Bank) for 12 years.  

Kei holds a BA degree in marketing from Hitotsubashi University and an MBA degree from the Stern School of New York University.

Sid H. Kusuma

Senior Vice President, Head of Securitisation
PT. Sarana Multigriya Finansial

Sid H. Kusuma holds a Master of Business Administration in Finance, Accounting & Management Information System and Bachelor of Science in Applied Economics. He is currently held a position as the Senior Vice President, Head Securitization in a state-owned secondary mortgage corporation. His working experiences include 20 years working for Citigroup, Bear Stearns Inc in the U.S, and Ernst & Young Indonesia. He led the 1st mortgage-backed securities issuance in the country and actively promoting the development of securitization market in Indon ... (view full description)

Kenneth Kwan

Head of Primary ABS APAC
Standard Chartered Bank (Hong Kong) Limited

Mr. Kenneth Kwan is currently the Head of Primary ABS APAC , Capital Markets Solutions Group at Standard Chartered. Prior to rejoining Standard Chartered in March 2015, Kenneth spent his earlier career in Morgan Stanley, BNP and Standard Chartered Bank’s securitisation teams in Hong Kong and Singapore respectively.   Kenneth has extensive structured finance and capital markets experience in various Asian securitisation markets with a track record in leading award-winning transactions in China, Korea, Singapore, Thailand, Indonesia, Philippines, Malaysia and Australia. His experience spans across a broad spectrum of asset classes, including RMBS, CMBS, Auto ABS, Credit Card ABS, C ... (view full description)

Andy Lai

Managing Director, Head of Asset Finance
BNP Paribas

Andy has over 30 years of banking experience, of which more than 20 years are in securitisation. Prior to joining BNP Paribas in 2004, Andy was a Managing Director and the Head of Financial Engineering for Asia in Societe Generale. He has been involved in securitisation transactions in Hong Kong, Taiwan, China, Korea, Japan, Australia, Singapore, Thailand, Malaysia and the United Kingdom. In 2019, 2018 and 2013, Andy and his team won the Best Securitisation Adviser/House Asia award from the Asset. Andy holds a Bachelor of Business Administration Degree from the Chinese University of HK, Master of Science in Finance Degree from the City University of HK and is a Fellow of Th ... (view full description)

Lydia Lai

Director, Capital Market Solutions
Standard Chartered Bank (China) Limited

Lydia Lai works in the Capital Markets Solutions team in Standard Chartered Bank (China) as a Director, covering China onshore structured transactions. Prior to joining Standard Chartered, she has worked 3 years on both public ABS offerings on the China Interbank Bond Market and private structured transactions on the Exchange Markets, covering a wide range of asset classes such as auto loans, consumer loans, residential mortgages, corporate loans, leasing receivables and other esoteric assets. She played a leading role in various Chinese ABS deals and was actively involved in the origination, execution and marketing aspects of transactions.   Prior to working in the China ABS mar ... (view full description)

Marie Lam

Associate Managing Director, Structured Finance Group
Moody's Investors Service

Marie Lam joined Moody’s Investors Service in September 2000 and is currently an Associate Managing Director with the Structured Finance team in the Hong Kong office. She leads the structured finance surveillance teams in Tokyo, Hong Kong, Singapore and Sydney. The surveillance teams monitor ABS, RMBS, CMBS and Structured Credit transactions.

She received an MBA from Dalhousie University in Canada and is a Chartered Financial Analyst. 

Ivy Lau

General Manager, China Office
Climate Bonds Initiative

Ivy is the General Manager of Climate Bonds Initiative (CBI) China Office, an international and investor-focused not-for-profit that works solely on mobilising the $100 trillion bond market for climate change solutions. Based in Hong Kong, her work at CBI focuses on providing support in scaling up the green bond markets and stakeholder engagements in Greater China, including policy advisory, capacity building, stakeholder engagement and investor outreach.   Prior to joining CBI, she worked in a Washington DC-based policy research and advisory NGO, where she contributed to research projects on anti-money laundering and curtailment of illicit financial flows.  Ivy was formerl ... (view full description)

Aaron Lei

Senior Director & Analytical Manager, Structured Finance Ratings
S&P Global Ratings

Aaron Lei is the senior director and analytical manager in structured finance ratings. He is responsible for rating analysis on structured finance transactions in North Asia (excluding Japan) area, which includes Greater China and South Korea. Aaron joined S&P Global Ratings in 2015 as a Director, and Taiwan Ratings in 2007 as an Associate Director in Structured Finance Ratings. Previously, he was an Associate Director in the Global Market Department of Standard Chartered Bank, with primary responsibility in debt and securitization origination and structuring. Before Standard Chartered Bank, Aaron was with Taishin International Bank and Grand Cathay Securities Corp. for credi ... (view full description)

Jonathan Leung

Executive Director, Asset Finance & Securitisation, A.P.
BNP Paribas

Jonathan has over 15 years of experience in both cross border and domestic securitisation and structured finance market.  He currently does origination and performs execution on asset backed financing and securitisation transactions in multiple jurisdictions and currencies, including but not limited to, private and public domestic and cross border securitization, covered bonds, hybrid and mezzanine financing, structured and asset backed secured lending in APAC (ex Japan).  Prior to joining BNP, Jonathan worked at various reputable international investment and regional banks including ICBC (Asia), ANZ, Barclays Capital and Nomura with a dedicated focus in structured fi ... (view full description)

Lekith Lokesh

Credit Suisse

Lekith Lokesh is a Director in the Asset Finance Group at Credit Suisse, where he is responsible for executing financings and securitizations across asset classes. Most recently, Mr. Lokesh has specialized in advising and implementing risk transfer solutions for financial institutions both domestically and abroad.

Prior to joining Credit Suisse, Mr. Lokesh was a Vice President on the Consumer Asset-Backed Securitization team at Barclays. Prior to joining Barclays, Mr. Lokesh worked in the Education Finance Group specializing in Student Loan securitization.

Mr. Lokesh holds a BA in Economics from The University of North Carolina at Chapel Hill.

Melody Ma

General Counsel
OSL Brokerage

Melody Ma is the general counsel of OS Limited (OSL), a member of BC Group ( Melody oversees the legal and regulatory matters of BC Group’s digital asset service and product offerings, as well as international expansion strategy.   Melody began her legal career as a derivatives and structured products lawyer at Linklaters based in its London office. She has also worked in a number of investment banks and the HKEX group. Prior to BC Group, Melody was the Assistant General Counsel at International Swaps & Derivatives Association (ISDA) where she worked with global regulators and market participants to develop industry-wide legal standards for the derivative markets.  ... (view full description)

Juliette Macresy

Head of Greater China and South East Asia Market
Vigeo Eiris

Juliette Macresy took charge of Vigeo Eiris Hong Kong office in September 2017, becoming Head of Greater China and South East Asian markets. She works with banks, investors, corporates and international organisations in the region on Green & Sustainable bonds and its derivatives products as well as on Vigeo Eiris ESG ratings & research.  Holding a Master’s degree in Banking and Finance from Dauphine University (France), Juliette has been working in financial markets in London and P ... (view full description)

Julien Martin

General Manager
Bond Connect Company Limited

Mr Julien Martin joined HKEX in late August 2015 and serves as the Managing Director and Head of Fixed Income and Currency (FIC) Product Development of HKEX, leading key initiatives in the fixed income and currency business for both cash and derivatives space. He is steering a number of major initiatives across the organisation on the development of mutual market access, platform and product solutions. Bond Connect was successfully launched on 3 July 2017 as a mutual bond market access programme between Hong Kong and Mainland China, and Mr Martin serves as the General Manager of Bond Connect Company Limited, a joint venture established by China Foreign Exchange Trade System (CFETS) and HKEX. ... (view full description)

Rory McHugh

Chief Capital Officer

Rory is Chief Capital Officer at UK online consumer lending platform Lendable. Prior to joining Lendable in 2017, Rory was a Managing Director at Ares Management and prior to that Managing Director and Head of Specialist Lenders and FinTech Solutions at RBS in London, where his responsibilities included providing financing, capital markets, and risk management solutions. Over nearly 20 years working in financial markets, Rory has held senior roles in investment banking, asset management, and at specialist lenders. 
Lendable are one of the fastest growing European consumer lending platforms.

Anthony Neoh

Former Chief Advisor, China Securities Regulatory Commission
Chair, Risk Committee of the Board of the ICBC

Anthony Neoh, QC, SC is a senior member of the Hong Kong Bar specializing in international litigation, arbitration and financial regulatory matters. In 1979, he commenced practice at the Hong Kong Bar after serving for 13 years in the Hong Kong Civil Service.  He is former Chairman of the Hong Kong Securities and Futures Commission from 1995 to 1998, during this time, he was the first Asian to be elected Chairman of the Technical Committee of the International Organization of Securities Commissions.   From 1999 to 2004, he was Chief Advisor of the China Securities Regulatory Commission, at the personal invitation of former Premier Zhu Rongji. From 1991 to 1994, he was a member of the Hong Ko ... (view full description)

Matthew O'Sullivan

Head of Asia Pacific Origination
M&G Investments

Matt has recently joined the M&G Singapore offices as Head of Origination Asia Pacific. He was previously the Co-Head of ABS Credit Research for M&G based in London. He has worked for M&G since 2006 within the ABS team, firstly as a CLO analyst, then managing the commercial analysts until becoming the Co-Head of the team. Through his career he has worked as an analyst and originator for numerous transactions in both public and private structured credit. In addition to this, he has frequently worked on regulatory based projects, frequently interacting with regulators and market associations. His background is in statistics and mathematics before he joined M&G.

Kingsley Ong

Secretary General
Asia-Pacific Structured Association

Kingsley Ong is Secretary General of APSA and Partner of Eversheds Sutherland (Hong Kong). He is a lawyer specialising in Banking & Finance, Debt Capital Markets, Derivatives, Structured Finance, Securitisation, Restructuring/ Insolvency, and related Arbitration. Professional Qualifications: Notary Public (Hong Kong), FCIArb (Fellow of the Chartered Institute of Arbitrators), FHKIArb (Fellow of the Hong Kong Institute of Arbitrators), Solicitor (Hong Kong), Barrister and Solicitor-Advocate (England & Wales), Advocate & Solicitor (Singapore). His published opinions have been cited as legal authority in the US Court (Lehman Brothers Spec ... (view full description)

Peeyush Pallav

Executive Director, Global Structured Credit & Solutions, Asia Pacific

Peeyush Pallav, Executive Director at Natixis Asia Limited, is responsible for syndication of Global Structured Credit products into Asia-Pacific. In addition, he also originates and structures global structured credit solutions for clients in Apac across structured finance, securitisations, fund financing, and Covered Bonds. Prior to joining Natixis, Peeyush was the head for South Asia, South Pacific and EMEA for Structured Debt Solutions in DBS Bank. Peeyush also spent 6 years at Fitch Ratings, where he had been Head of Structured Finance for India and Sri Lanka, followed by covering Non-Japan Asia Structured Finance based in Singapore. Peeyush also worked in different capacities with Stan ... (view full description)

Paul Pan


Paul joined Citi in 2017 and is a senior Vice President in the Global Structured Finance team, responsible for securitization origination and execution in Asia region. 
Prior to joining Citi, he has over 7 years of securitization experience in London covering various EMEA jurisdictions and a wide range of asset classes, including auto ABS, credit card and consumer loan ABS, RMBS, covered bonds as well as Whole Business Securitizations.
Paul holds a MBA degree from London Business School and a Bachelor in Management Studies from University of Nottingham. He is also a CFA Charterholder.

James Parsons


James Parsons has been managing investments in Significant Risk Transfer (SRT) transactions since 2007.   James is currently a Partner at PAG, where he runs the London office and heads the SRT investment strategy. PAG manages US$ 40bn of investor capital and employs over 450 people in major financial hubs in Asia as well as London, Geneva, and New York.   Previously James was a Portfolio Manager at BlueCrest Capital from 2007 to 2017, where he headed the BlueCrest Mercantile Fund, a fund dedicated to investment in SRT transactions. The BlueCrest Mercantile Fund was one of the earliest funds to invest in SRT transactions structured under Basel II.   Prior t ... (view full description)

Syril Pathmanathan

Senior Vice President
The D.E. Shaw Group

Syril Pathmanathan is a senior vice president of D. E. Shaw & Co. (London), LLP and a member of the D. E. Shaw group’s Asset-Backed Strategies ("ABS") investment unit operating from the firm's London office. Mr. Pathmanathan is a member of the Securities team within the ABS unit and focuses on bank regulatory capital transactions. Prior to joining the firm in 2016,  he was director at Credit Suisse AG, where he last was head of capital and risk solutions structuring and before that served as head of Asia bank solutions. Prior to that, Mr. Pathmanathan was a partner at Venn Partners LLP, a boutique investment management and advisory firm focused on de-risking opportunities in Europe. From ... (view full description)

James Pedley

Executive Committee Member

James is a structured debt and securitisation lawyer, who has been based in Clifford Chance’s London and Hong Kong offices, with more than twelve years of experience acting for arrangers, investors, banks and originators involving a wide variety of asset classes, including trade receivables, infrastructure, RMBS, CMBS, auto-loans, consumer loans and corporate loans on complex cross-border transactions. He has also established and restructured a variety of structured funding platforms, including ABCP conduits, structured corporate debt platforms, receivables and trade finance platforms and risk distribution programmes for banks. James also regularly advises on the regulatory aspects of struct ... (view full description)

James Pedley

Simmons & Simmons

James is a structured debt and securitisation lawyer, who has been based in Clifford Chance’s London and Hong Kong offices, with more than twelve years of experience acting for arrangers, investors, banks and originators involving a wide variety of asset classes, including trade receivables, infrastructure, RMBS, CMBS, auto-loans, consumer loans and corporate loans on complex cross-border transactions. He has also established and restructured a variety of structured funding platforms, including ABCP conduits, structured corporate debt platforms, receivables and trade finance platforms and risk distribution programmes for banks. James also regularly advises on the regulatory aspects of struct ... (view full description)

Cedric Podevin

Head of Fixed Income Structuring for Asia
Goldman Sachs

Alexis Postel-Vinay

Head of Loans and Market Financing Syndicate, APAC
BNP Paribas

Alexis is responsible for BNP Paribas’ Loans and Market Financing Syndicate APAC. Based in Hong Kong, Singapore and Tokyo, the team is structuring, underwriting and distributing a wide range of financing solutions including loans, private credit, structured notes and securitized products. ... (view full description)

Arvind Rana

Director, Structured Finance
Fitch Ratings

Arvind Rana is a Director in Fitch Ratings’ Non-China Asia Structured Finance team and is based in Hong Kong. His coverage includes ABS backed auto loans and credit card receivables and trade receivables securitisations, originated in South Korea, India, Singapore and Indonesia, and Covered Bonds originated in Singapore. He also covers structured credit transactions, such as CLOs, credit-linked notes and SME CLOs. Arvind also closely monitors the development of the Indian securitisation market. He has been working in the Fitch group since February 2011. In the Fitch group, Arvind has also covered CMBS, RMBS, micro-finance loans ABS and non-performing assets securitisations originated out of ... (view full description)

Gursev Riyat

Director, Global Structured Credit, Asia-Pacific

Gursev ("Sevi") Riyat is a Director, based in Hong Kong, within the Global Structured Credit group for Citi's Spread Products division and has worked at Citi for over 12 years. In this capacity, Sevi is the senior most structurer responsible for the origination, structuring, syndication, trading, and advisory of structured credit products and derivatives in Asia Pacific and Australia (Ex-Japan). Prior to his current role, Sevi spent 7 years working as a structurer within the Emerging Markets Credit Trading group in London.   During his time at Citi, Sevi has played a key role in helping to provide solutions to Citi’s clients through a diverse range of transactions that have varied from custo ... (view full description)

Ann Rutledge

Chief Executive Officer, Board Member
Creditspectrum Corp; FIIN

Ann Rutledge is a founding principal of the 20-year-old credit ratings/advisory firm CreditSpectrum Corp. and noted subject-matter expert in these topics: capital market developments of the late 20th Century, financial system development in China since the Third Plenum/11th Central Committee (1978), and ABS structuring, credit and damages analysis, valuation and revaluation.   Widely recognized for her ability to explain complex concepts simply, Rutledge testified before the U.S. Senate on The State of the Securitization Markets and was quoted in the U.S. Financial Crisis Inquiry Commission Finan ... (view full description)

Shaun Sakhrani


Shaun leads HSBC’s structured finance business for South & Southeast Asia, based in Singapore. In this role, Shaun has led a number of landmark transactions across a wide range of asset classes and formats, including the first ever syndicated asset-backed facility for Grab Inc, the largest consumer receivables securitisation in Southeast Asia for Courts Asia, the first ever tender offer for a Singapore CMBS and the first ever Government Securitisation in Thailand. Shaun has been with HSBC since 2001, having worked in the London, Paris, Hong Kong and Singapore offices. S ... (view full description)

Patrick Sciarrone

Head of Asia Funding
Home Credit

Mr. Patrick Sciarrone is the head of funding for Asia, he joined the group in 2011 in Hong Kong. Mr. Sciarrone served as board member of Home Credit Asia Ltd.
With Home Credit, Mr. Sciarrone was in charge of supporting the Asian countries growth by raising funds from third parties. Prior to joining Home Credit, Mr. Sciarrone worked in London with Lehman Brothers and Morgan Stanley in structured finance. He has a strong background in securitisation having worked on conduit programmes or bespoke transaction up to 3Bn USD. Post 2008 crisis, Mr. Sciarrone lead the restructuring of a number of stressed or distressed loans and portfolio.

Cliff Tan

East Asian Head of Global Markets Research

Cliff Tan is East Asian Head of Global Markets Research based in Hong Kong. His division is responsible for providing MUFG’s customers with authoritative and insightful commentary and analysis, focusing mainly on the foreign exchange and interest rate markets, macro-economics and trends. Mr. Tan has more than 20 years of work experience in markets, the public sector and academia. In the markets, he has served as Managing Director and Head of G10 and EM FX Research at Societé Generale; head of Asian local markets strategy at Citigroup; FX/Rates Strategist and co-head of Asian Economics at Warburg Dillon Read (now UBS); Japan/Asia Economist at Wellington Management Comp ... (view full description)

Hilary Tan

Senior Director and Head of Greater China Structured Finance
Fitch Ratings

Hilary Tan is a Senior Director and Head of Greater China Structured Finance of Fitch Ratings. Her responsibility is focused primarily on ratings on China securitisation transactions. She joined Fitch in 2011 and was responsible for the surveillance of structured finance transactions in the APAC region and asset classes included ABS, RMBS, CMBS and CLOs.Hilary first joined Fitch in 2003 also responsible for rating structured finance transactions in the Non-Japan Asian region. Subsequently, Hilary joined Merrill Lynch (Asia Pacific) Limited (now Bank of America Merrill Lynch) responsible for the monitoring and surveillance of the ... (view full description)

Matthew Thomas

Asia Bureau Chief
Euromoney Asia

Haan Ti

Head of Capital Markets Australia
Standard Chartered Bank

Haan is an Executive Director, Head of Capital Markets Australia at Standard Chartered Bank. Haan has over 15 years of experience in the Australian securitization industry, most recently at MUFG as Head of ABS for Australia and New Zealand, and at Westpac where he was responsible for RMBS/ABS bond origination, syndicate, as well as managing the largest ABCP program in Australia. Prior to Westpac, he was with the Debt Capital Markets team at HSBC Bank Australia Limited covering Financial Institutions and RMBS/ABS issuers. Haan’s background includes roles in structured finance, DCM, corporate banking, and civil/structural engineering.

Andrew Twyford

Managing Director


Tracy Wan

Senior Director, Structured Finance
Fitch Ratings

Tracy Wan, CFA, is a Senior Director with Fitch Ratings, leading the research and criteria development for China structured finance. Prior to joining the China team, Tracy had worked in Fitch’s New York office for over ten years with rating experiences across various asset classes. Her current responsibilities include developing structured finance criteria across different asset classes, leading research on China securitization market and providing analytical insights to market participants through timely and in-depth research.Prior to joining Fitch, Tracy was a vice president in the credit card division of Citigroup in New York. Under the cr ... (view full description)

Sanjev Warna-kula-suriya

Latham and Watkins

Sanjev Warna-kula-suriya is a partner in the London office of Latham & Watkins and Co-Chair of the firm’s Global Structured Finance and Securitization Practice. Mr. Warna-kula-suriya is a visiting Fellow at The Dickson Poon School of Law, King’s College London. He advises private equity sponsors, hedge funds, commercial and investment banks, and corporates on a broad range of innovative capital raising and investment transactions.   Mr. Warna-kula-suriya represents clients across a wide range of asset classes and structures, including public and private debt, equity-linked and hybrid capital markets issues, securitizations, CMBS, cash and synthetic CLOs, OTC and exchange-trad ... (view full description)

Joe Wong

Vice President, Senior Analyst, Structured Finance Group
Moody's Investors Service

Joe Wong has been with Moody’s Investors Service since January 2005. He is currently a Vice President – Senior Analyst with the Structured Finance Group.   Joe is a rating analyst for Asian structured finance transactions, with a focus on covered bonds. He has also been rating transactions in a wide range of other asset classes, including structured credit, asset backed securities and mortgage backed securities. Joe is the lead rating analyst for a number of landmark transactions, including the first covered bond programs established under the Singaporean and Korean covered bond laws, the first cross-border Korean commercial auto loan ABS, the first secured notes issued by major ... (view full description)

John Wu

Managing Director & Head of Structured Capital Markets
Seix Advisors

John is the Head of Structured Capital Markets for Seix Investment Management. In that capacity, he is responsible for all CLO issuance and investments at Seix.  Prior to joining Seix in 2015, John was a Senior Portfolio Manager and Co-Head of Structured Products at CIFC Asset Management. John has also been the Head of CLO Banking at UBS and at Deutsche Bank, where he oversaw CLO structuring and origination. His career spans over 22 years, including stints at Goldman Sachs, China International Capital Corp and Sanford Bernstein, covering a wide range of capital markets and investment activities across equities and fixed income. John has an MBA from Massachusetts institute of Technology and a ... (view full description)

Joanna Yeo

Managing Director, Head of Asia,

Joanna joined Figure and Provenance in May 2019 to build its business in Asia and the Middle East, including asset backed lending and capital markets transactions. Figure is a San Francisco-based fintech that has originated over $700M in US home equity loans since its founding in 2018. Provenance was awarded the 2019 Lendit Blockchain Innovator of the Year award, and has automated and processed over $1Bn of transactions. Figure has a $1Bn warehouse line with Jefferies on Provenance, and in 3Q 2019, Caliber Home Loans became the second originator on Provenance. Figure has raised over $225M to date from MUFG, HCM (Foxconn) and other leading investors, and was last valued at $1.2Bn (Series C) i ... (view full description)

Xie Yuning

Executive Director of the Rating Committee

China Chengxin Securities Rating Co.,Ltd Shanghai Structured Finance Department Assistant General Manager /Senior Credit Analyst;7 years+ of solid experience in credit rating and banking industry, worked both in local and multinational institutions;5 years of structured finance experience, led or participated in credit rating of more than 100 securitization programs (listed), including all asset classes in Chinese exchange market.

Buo Zhang

Structured Products Trader & Structurer
Nuveen Asset Management

Buo Zhang is a senior member of the investment team within Symphony's structured product strategies. She is responsible for structuring the firm’s CLOs and trading CLO tranches. Prior to joining Symphony in 2019, Ms. Zhang held multiple positions within the Credit Investments Group at Credit Suisse Asset Management, where she began her career as a credit analyst in 2006. Most recently at her prior firm, she was a Director and was responsible for structuring and negotiating their CDO transactions and trading CLO tranches. Ms. Zhang holds a BS in Finance and Accounting from the Leonard N. Stern School of Business at New York University.

Vivian Zhang

Managing Director, Head of Securitisation, China

Vivian Zhang has 12 years structured finance industry experience. She joined HSBC in 2006. Vivian has great experience in securitisation and structured transactions across Asia, and is one of the most experienced and highly-trusted execution bankers for Chinese ABS. Vivian is responsible for controlling the overall execution timeline, negotiating with rating agencies, working with lawyers on transaction documents drafting, regulatory package compilation, etc. Since joining HSBC, Vivian has participated in a handful of milestone transactions successfully launched across the region: domestic Auto ABS for BMW, Ford and Volkswagen in China, domestic CLOs for HSBC (China), BoComn, BOC and ICBC in ... (view full description)

Hong Zhao

Global Head of CLO Trading
Societe Generale

Mr. Zhao joined Societe Generale (SG) in March of 2013 to lead its global CLO trading platform.  Prior to SG, Mr. Zhao has also spent a number of years at Barclays Capital, GE Capital and Knight Capital, respectively, focusing on banking, structuring and trading a wide variety of securitized product including CLO/CDOs, corporate aircraft, credit cards, auto/equipment, transportation assets, Franchise Finance, Whole business securitization and dealer floor plans. Collectively, Mr. Zhao has 17+ years of experience in the structured credit space.
Mr. Zhao holds a master’s degree from Columbia University.  

Maggie Zhao

Clifford Chance LLP

Maggie is a London based partner in the Tier 1 ranked global securitisation group of Clifford Chance. She is experienced in advising originators, arrangers and lenders on all forms of structured debt and financing transactions with particular focus on residential and commercial real estate financing both public and in connection with portfolio disposals, structured SME financing, all forms of public or private receivables financing, auto and leasing securitisations, whole business, credit cards, conduits and restructuring. She worked in the Beijing office of Clifford Chance between 1999 and 2001 and is one of the very few European securitisation lawyers who are also conversant with the Chine ... (view full description)
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Event Contacts for 2nd Annual Asian Structured Credit Summit


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*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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