Speaker biographies. Jim McCaughan - Chief Executive Officer, Principal Global Investors

Size: px

Start display at page:

Download "Speaker biographies. Jim McCaughan - Chief Executive Officer, Principal Global Investors"

Alban Welch
5 years ago
Views:

Speaker biographies Jim McCaughan - Chief Executive Officer, Principal Global Investors Jim McCaughan is an executive with the Principal Financial Group.

Jim oversees all global asset management activities, including developing global strategies and identifying and analyzing market opportunities.

1 Speaker biographies Jim McCaughan - Chief Executive Officer, Principal Global Investors Jim McCaughan is an executive with the Principal Financial Group. He is president, global asset management, and chief executive officer of Principal Global Investors. Jim oversees all global asset management activities, including developing global strategies and identifying and analyzing market opportunities. McCaughan has over 35 years of experience in the investment business. He also speaks around the world, is frequently quoted by the financial news media, and appears regularly on CNBC and Bloomberg Television, among others. McCaughan earned a degree in mathematics from the University of Cambridge in England. He is a Fellow of the Institute of Actuaries. John Birkhold Partner, Origin Asset Management Since 2009, John has been a Partner and Portfolio Manager with Origin Asset Management, a London based long-only Global Equity manager. John previously was a Managing Director at Credit Suisse HOLT, where he held a variety of senior roles over a 16-year career. Prior to HOLT, John was an Investment Analyst for the Ameritech Pension Fund in Chicago. He started his career as a Systems Analyst in the defence industry. John holds a BS and ME in Systems Engineering from the University of Virginia and a MBA in Finance from the University of Chicago.

Binay Chandgothia, CFA - Managing Director, Portfolio Manager Binay is a Hong-Kong based portfolio manager for Principal Portfolio Strategies, the multi-asset allocation boutique of Principal Global

Prior to his current role, he served as Chief Investment Officer for Principal Global Investors (Hong Kong) and Principal Asset Management (Asia) where he was responsible for overseeing investments

2 Binay Chandgothia, CFA - Managing Director, Portfolio Manager Binay is a Hong-Kong based portfolio manager for Principal Portfolio Strategies, the multi-asset allocation boutique of Principal Global Investors. He has over 20 years of experience in portfolio management across equities, fixed income and asset allocation. Prior to his current role, he served as Chief Investment Officer for Principal Global Investors (Hong Kong) and Principal Asset Management (Asia) where he was responsible for overseeing investments of the group in the Hong Kong region, including asset allocations for retirement products. He joined the Principal Financial Group in 2000 in India and was the Deputy Chief Investment Officer of Principal's Indian Mutual Fund operations before moving over to Hong Kong in Prior to that, he spent 7 years in various portfolio management roles with India's largest banking group, State Bank of India. Binay has a post-graduate diploma in business management, equivalent to an MBA from Xavier Institute of Management and a bachelor's degree in commerce from St. Xavier's College. He also holds a Financial Risk Manager certification from the Global Association of Risk Professionals and has earned the right to use the Chartered Financial Analyst designation. Patrick Chang - Chief Investment Officer, CIMB Malaysia Patrick is a Chief Investment Officer, Malaysia at CIMB - Principal Asset Management Bhd. He has over 17 years of extensive asset management experience and was appointed as the Chief Investment Officer, Malaysia of CIMB-Principal on 22 February He was previously the Head of ASEAN equities at BNP Paribas Investment Partners, Malaysia where he oversees ASEAN equities for both Malaysian and offshore clients from Prior to that, he served as Senior Vice President for CIMB-Principal where he specialized in ASEAN and specialist Asia ex Japan funds. He also worked as a portfolio manager at Riggs and Co International Private Banking in London specializing in managing global ETF portfolios. Patrick holds an MSc Finance from City University Business School and BSc Accounting and Financial Analysis from University of Warwick, UK.

He has spent the last 4 years building Insurance market after a range of international senior positions in ABN AMRO Bank and having been a partner at PwC.

3 Otbert de Jong, CEO and Co-Founder, Inmediate Otbert is Co-founder and CEO of Insurance Market. He is passionate about making insurance more readily available in a simple, reliable, cheap and transparent way to anyone, not bound by place or time. He has spent the last 4 years building Insurance market after a range of international senior positions in ABN AMRO Bank and having been a partner at PwC. Tuan Huynh, Managing Director, Asia-Pacific Chief Investment Officer and Head of DPM, Deutsche Bank Wealth Management Tuan Huynh is currently the Head of Wealth Discretionary and Regional Chief Investment Officer for Asia Pacific. He is responsible for all discretionary mandates such as multi-asset potfolios, fixed income portfolios and equity portfolios. Tuan started his apprenticeship in 1993 at Deutsche Bank. Thereafter he studied Business Administraiton focusing on finance and banks at Düsseldorf University. During this time he had several internships in Germany at Deutsche Bank. After graduation in 1999, he started working as a portfolio manager for private clients at Duetsche Bank where he was responsible for benchmark strategies and portfolios with special directives. In April 2004, Tuan moved to Frankfurt and was responsible for benchmark portfolios and investment funds within Private Asset Management (PAM), heading a group of 4 portfolio managers with total assets under management of ca. one billion Euro. He had the responsibility for the investment performance of all benchmark portfolio strategies within Private Asset Management. Tuan holds a diploma in economics from University of Düsseldorf, and he is a Certified European Financial Analyst.

Simon Jiang - Senior Economist & Investment Strategy Researcher, China Construction Bank Principal Asset Management Simon is the Director of Research Team in Macro Economy and A- share Strategy for

He received his Masters in Financial Engineering from USC in 2014 and his Bachelor of Computer Science and Economics from the Beijing Institute of Technology in 2012.

4 Simon Jiang - Senior Economist & Investment Strategy Researcher, China Construction Bank Principal Asset Management Simon is the Director of Research Team in Macro Economy and A- share Strategy for CCB Principal Asset Management Co., Ltd. Prior to his current position, he was the Research Department Strategist from and the Analyst Assistant in A-share technology from for CCB. He received his Masters in Financial Engineering from USC in 2014 and his Bachelor of Computer Science and Economics from the Beijing Institute of Technology in Max Kantelia, CEO and Co-Founder, Anquan Capital and Founder of Zilliqa Based in Singapore since 2010, Max is a co-founder/ceo at Anquan Capital and a co-founder at Zilliqa Research Pte Ltd. Anquan is a deep technology company that is building scalable private blockchains for global marketplaces and has built a hardware rooted security data vault product suite. Zilliqa is a high throughput public blockchain and crypto currency platform that completed a TGE in January Max is an electronics engineer by background having started his career in radar systems design with GEC Marconi. He holds a degree in Engineering Science and was part of the London Business School Enterprise 100. He is a mentor on the London Mayor s International Business Programme which helps fast growing Fintech companies with their international expansion strategy.

Shern-Ling Koh, CFA - Portfolio Manager, Principal Real Estate Investors Shern is a portfolio manager for Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors.

He was previously the CEO/CIO at OSK International Asset Management where he managed all investment mandates for their public and private equity business in Singapore.

5 Shern-Ling Koh, CFA - Portfolio Manager, Principal Real Estate Investors Shern is a portfolio manager for Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors. He is responsible for researching Asian Pacific listed property securities for the team s global real estate strategies. Shern joined the firm in early He was previously the CEO/CIO at OSK International Asset Management where he managed all investment mandates for their public and private equity business in Singapore. He served as an investment analyst at Fidelity International Ltd from 2007 to 2011 where he was responsible for identifying publicly listed real estate securities investment opportunities for Fidelity s global funds. Shern received his bachelor s degree from Cambridge University, a master s degree from Yale University, and an MBA from Harvard Business School. He has earned the right to use the Chartered Financial Analyst designation and speaks Mandarin and French. Bekxy Kuriakose Head Fixed Income, Principal PNB Asset Management Bexky is Head Fixed Income at Principal PNB Asset Management Co ltd, Mumbai, India. In her current role she is responsible for managing and supervising all fixed income and associated products for Principal Mutual Fund. She has spent more than 18 years in the Fund Management industry. Prior to joining Principal, she was AVP (Fixed Income) for all debt schemes at L&T Mutual Fund. She has also done stints with DBS Chola Mutual Fund, Reliance Life Insurance and SBI Mutual Fund.

Nick is responsible for working closely with the product specialists and portfolio management teams to service current and prospective clients, respond to client requests, present fixed income

6 Nick Pierce, CIPM - Product Specialist, Principal Global Fixed Income Nick is a product specialist at Principal Global Investors. Nick works on fixed income strategy and product development and has over 13 years of investment related experience. Nick is responsible for working closely with the product specialists and portfolio management teams to service current and prospective clients, respond to client requests, present fixed income product capabilities, and provide analytical support. Nick joined the firm in Prior to his current role, Nick served as a senior performance analyst and fixed income performance team leader at Principal Global Investors. He received a bachelor s degree in Finance from Iowa State University and has earned the right to use the Certificate in Investment Performance Measurement designation. Win Phromphaet, Chief Investment Officer, CIMB Principal Asset Management Mr. Win Phromphaet, CFA, has over 16 years of professional experience. He is Chief Investment Officer of CIMB Principal Asset Management, responsible for overseeing the portfolio management of domestic fixed income and equities, as well as global investment strategies. Prior to joining CIMB Principal in September 2015, he was Head of Investments and Deputy Spokesperson of the Social Security Office, Thailand's largest institutional investor with a total AUM of US$38 billion. He was responsible for managing investments of the mandatory Social Security Fund and Workmen' Compensation Fund. Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. His MBA study was sponsored by the Royal Thai Government Scholarship. Win currently serves as President of the CFA Society Thailand and teaches finance courses at Thammasat University, National Institute of Development Administration (NIDA), and Assumption University in Bangkok. He was awarded as an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014.

Gowthaman Rogothaman, Chief Development Officer, Asia Pacific, Middle East and Africa, Mindshare G'man has always put the clients at the center of all things, as without them we have no reason to

Passionate about preparing the business for the future in the ever-changing marketing ecosystem, firmly believes in driving accountability for marketing return on investment in all efforts from

7 Gowthaman Rogothaman, Chief Development Officer, Asia Pacific, Middle East and Africa, Mindshare G'man has always put the clients at the center of all things, as without them we have no reason to exist in the first place. Passionate about preparing the business for the future in the ever-changing marketing ecosystem, firmly believes in driving accountability for marketing return on investment in all efforts from Mindshare. In his capacity as the Chief Development Officer for Mindshare across Asia Pacific, Middle East and Africa, he is currently leading the delivery of all the services that are at the intersection of Data, Technology & Content - across Strategy, Operations, Performance, Creatives and Analytics with a focus on digital transformation initiatives helping the teams build the bespoke and customised asset pack and technology stack. He also leads all relationships from WPP with PepsiCo as its Global Client Lead. He has been in the media industry for 25 years out of which he has spent his first two decades in India. Follow his tweets on Technology and Seema Shah Senior Global Investment Strategist, Principal Global Investors Seema is a Senior Global Investment Strategist at Principal Global Investors. Based in London, she is responsible for the creation of global economic macro and secular event research, closely monitoring global central bank policy and political developments, and providing broad asset allocation calls for use across the firm. She is a regular participant in seminars and forums, speaking about global macro market issues, and appears frequently on CNBC and Bloomberg Television. Seema joined the firm in 2010, previously working as a strategist within Principal Global Fixed Income. Prior to joining Principal, Seema served as an economist at Capital Economics where she focused on macroeconomic analysis of the UK and the European economies. She also worked with the macro consulting group at PricewaterhouseCoopers, and as an economist at HM Treasury. She received a master's degree and bachelor's degree with honours in economics from the London School of Economics.

technologies. He has also worked with a number of fintech and e-commerce companies to help them prepare their business models for investors and assist them in their expansion.

8 Nelius Strydom, CTO, Inmediate Nelius is a former Standard Chartered executive. For the 5 past years he has executed large strategic projects for insurance companies specifically focusing on sales and distribution models with a key focus on digital strategies and new technologies. He has also worked with a number of fintech and e-commerce companies to help them prepare their business models for investors and assist them in their expansion. Adeline Tan, Wealth Business Leader, Mercer Adeline joined Mercer Hong Kong in 2014 as the Head of Investment Advisory and later expanded her oversight to include Retirement Advisory within Mercer s Wealth business. As Mercer s head of Advisory, she led the consulting team in serving clients on asset and liability matters, and was responsible for client delivery and growing the technical capabilities of the team. Prior to joining Mercer, she was with another leading consulting firm for 12 years and she began her career advising large UK pension schemes on the funding and risk management of their liabilities. In the same firm, she was seconded to the Shanghai office and gained experience in the region. Later she returned to the UK to specialize in development of long-term investment strategy, asset-liability studies, dynamic de-risking and portfolio construction matters. She then focused on delivering wholefund investment solutions to clients that opted to delegate a greater part of their investment processes. Adeline is a graduate of the Business School at the University of Warwick, UK, and is a Fellow of the UK Institute of Actuaries.

Joe Urciuoli - Executive Director and Head of Research, Spectrum Asset Management Mr. Urciuoli formerly held the position of Managing Director. Prior to joining Spectrum in 1998, Mr.

Urciuoli started his career in 1980 as an equity analyst at Standard & Poor's, responsible for companies in the gaming, motion picture, lodging and recreation industries. Mr.

9 Joe Urciuoli - Executive Director and Head of Research, Spectrum Asset Management Mr. Urciuoli formerly held the position of Managing Director. Prior to joining Spectrum in 1998, Mr. Urciuoli was an analyst and assistant portfolio manager at Presidential Life Insurance recommending corporate, structured product and preferred security investments for the general account. Mr. Urciuoli started his career in 1980 as an equity analyst at Standard & Poor's, responsible for companies in the gaming, motion picture, lodging and recreation industries. Mr. Urciuoli also was a generalist in the Securities Division of the American Stock Exchange recommending and monitoring equity listings on the exchange, and manager of business valuations at American Appraisal Associates, where he was involved in LBO analyses, debt and equity valuations, and rendering fairness opinions. Mr. Urciuoli holds a BA/MBA (Finance) from Long Island University. Alan Wang, CFA - Portfolio Manager, Principal Global Equities Alan is a portfolio manager for Principal Global Equities. He is responsible for Hong Kong & China equity mandates, in addition to comanagement of Asian and global emerging market mandates. He also leads the team s research efforts for the greater China region. Alan s career began with the Bank of China, where he supported the CFO as an Executive Assistant and helped the bank s IPO preparation process. Alan joined Principal in 2003 and served as a portfolio manager for Hong Kong & China equity portfolios and co-managed Asian and emerging market equity strategies. As a senior member of the Global R&D team, Alan was also responsible for our proprietary Global Research Platform (GRP) model development, with a specific focus on Asian and Greater China stock selection models. He also served as a senior consultant on the initial formation of the CCB Principal joint venture in China. Before rejoining Principal in 2012, Alan served as Head of Equity Investment with Ping An of China Asset Management (Hong Kong), and a Portfolio Manager with Blackrock Asia. He received an MBA from the University of Iowa, Tippie School of Management, and a bachelor s degree in economics and international finance from Renmin University of China. Alan has earned the right to use the Chartered Financial Analyst designation.

10 Mohammed Zaidi - Portfolio Manager, Principal Global Equities Mohammed is a portfolio manager for Principal Global Equities, based in London. He is a co-portfolio manager for the firm s global emerging markets and Asian equity strategies. He is also active in company research, focusing on the materials sector. Mohammed's career began in 1997 as an emerging markets analyst and portfolio manager with VZB Capital. He joined Principal in 2001 as an emerging markets equity analyst. He was a key analyst responsible for the initial development of our proprietary Global Research Platform (GRP), with a specific focus on tailoring the GRP to emerging markets and Asian equities. After departing the firm in 2006, Mohammed served as an emerging markets portfolio manager and analyst with Martin Currie Investment Management and the same team's predecessor employer, Scottish Widows Investment Partnership. He rejoined Principal in 2012 as a portfolio manager. He received an MBA from the Massachusetts Institute of Technology, Sloan School of Management, and a bachelor's degree in economics from the Wharton School, University of Pennsylvania.

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape.

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape. AGENDA 8:30AM 9:00AM 9:05AM REGISTRATION & BREAKFAST OPENING REMARKS KEYNOTE ADDRESS Asia Pacific 20 Years After the Crisis Causes and lessons learned (or not) Is Asia still the fastest growing region