Moderator:

Jose Isidro N. (Lito) Camacho
Vice Chairman
Credit Suisse Asia Pacific

Jose Isidro N. (Lito) Camacho is a Managing Director in the Asia Pacific Division of Credit Suisse, based in Singapore. He is also the Vice Chairman for Credit Suisse Asia Pacific. Mr Camacho joined Credit Suisse in March 2005 after a distinguished career in government and international banking. He was appointed Secretary of Finance for the Philippines in 2001, a position he held until November 2003. As Secretary of Finance, Mr Camacho led the country’s economic team and supervised the fiscal and financial sectors. Prior to that, Mr Camacho was the Secretary of Energy for the Philippines where he was credited with the successful passage of the country’s power sector reform legislation. He was also Chairman of Land Bank of the Philippines, Philippine Deposit Insurance Corporation, Trade Development and Investment Corporation (PhilExim), Home Guaranty Corporation, National Power Corporation (NPC), Power Sector Asset and Liability Management Corporation (PSALM), National Transmission Corporation (Transco), Privatization Council, Capital Market Development Council, and National Credit Council. Prior to joining the government, Mr Camacho was a Managing Director and Chief Country Officer for the Philippines at Deutsche Bank, AG in Manila. Before Deutsche Bank, Mr. Camacho worked for Bankers Trust Company for over twenty years in New York, Japan, Hong Kong, Philippines and Singapore. His last position at Bankers Trust was Head of Investment Banking for Southeast Asia. Mr Camacho became a Managing Director at Bankers Trust in 1990 and obtained Partner status in 1996. Mr Camacho is currently a Director of SymAsia Foundation (Singapore), a board member of the National Gallery Singapore, a member of the Securities Industry Council (Singapore), a member of the Capital Markets Advisory Group of the Securities Commission (Malaysia) and a Founding Member of Asia Peace and Reconciliation Council. He is also the Non-Executive Chairman of Sun Life of Canada (Philippines), a board member of Sun Life Malaysia Assurance Berhad and Sun Life Malaysia Takaful Berhad. He was previously a board member of National Heritage Board (Singapore) and a former member of the Group of Experts of the ASEAN Capital Markets Forum.Mr Camacho obtained his Bachelor’s degree in mathematics (cum laude) from De La Salle University in 1975. He received his MBA with concentration in Finance from Harvard University in 1979.

 Panelists:

Dr Mark Konyn

Dr Mark Konyn
Group Chief Investment Officer
AIA Group Limited

Mark is the Group CIO of AIA Group, the largest independent publicly listed pan-Asian life insurance group, with operations in 18 markets in the Asia-Pacific region, having joined in September 2015, and oversees the management of the Group’s investment portfolios. Mark has had a long career in investment management in Asia, spanning the last 28 years.  He is considered one of the industry’s leading figures having managed businesses in both the institutional and retail segments and worked for a number of well-established global firms including Allianz, Prudential and Fidelity. Prior to joining AIA, Mark was CEO of Cathay Conning Asset Management where he established the company’s leading specialist insurance asset management in the Asian markets. He has been based in Hong Kong since 1989, having begun his career in London as a quantitative analyst for the UK’s largest institutional investor at that time, Prudential Portfolio Managers. Mark has a First Class (Hons.) degree in Business Administration and a Ph.D. in Risk Analysis. He was a research fellow at University College London and holds a Diploma in Investment Management from the London Business School. Mark is a fellow of the Royal Statistical Society and is a member of the FT-Actuaries Global Policy Committee.

 

Chi Lo
Senior Economist, Greater China
BNP Paribas Investment Partners

Chi Lo is the Senior Economist for Greater China of BNP Paribas Investment Partners (BNPP IP) based in Hong Kong. He joined BNPP IP in 2010 through HFT Investment Management (HK), BNPP IP’s joint venture partner in China, where he was CEO. Prior to joining HFT, he was Head of Overseas Investment at Ping An of China Asset Management (HK) Ltd. Chi’s other positions in Asia included Asia Research Head for the British private property fund Grosvenor, chief economist and strategist for Asia at Standard Chartered Bank and research director for Greater China at HSBC in Hong Kong. He was listed on the International Who’s Who Professionals in 2000 and 2011, and has many years of international research experience in economics, financial markets and public policy & standards development, covering North American and Asian economies. Before working in Asia, Chi was an economic advisor to the Canadian Treasury in Canada. His other experience includes international research firms in North America, regulatory bodies for securities trading in Toronto and London, and blue-chip international investment banks in North America, England and Asia. Chi is the author of nine books on Chinese and Asian economic development and markets. He has published research work in international periodicals and newspapers, and has appeared as a commentator on international media and speaker at international seminars, such as the World Economic Forum, Asian Development Bank, and House of Lords of the British Parliament. He has taught economics and finance courses at various universities in Hong Kong, and has spoken frequently at university finance courses and professional seminars in North America, Europe and Asia. Chi’s latest book is “Chi Time on China and the RMB’s Future” (2014). Chi did his economics graduate work at the London School of Economics and Political Science (LSE) in England and the University of British Columbia (UBC) in Canada.

 

Jonathan Reoch
Director, Lead Product Strategist for the Asian Equities of Active Equity Group
BlackRock

Jonathan Reoch, Director, is the lead Product Strategist for the Asian Equities team in the Fundamental Equity division of BlackRock’s Active Equity Group.  Mr Reoch is responsible for providing a link between the investment team and account managers. A key part of this role is developing strategic plans around the Asian team franchise which includes business development, product development and working with the global sales teams. Before joining BlackRock in June 2014, Mr. Reoch was Head of Asian Equities at AMP Capital in Hong Kong and Sydney and has spent a total of 19 years investing in Asia Pacific markets. Prior to joining AMP Capital in 2008, Mr Reoch was an Asia Pacific regional financials analyst at Maple-Brown Abbott in Sydney. From 2003 to 2006 Mr Reoch was the lead Australian Banks analyst for ABN AMRO in Sydney.  He first started his investment career with Martin Currie Investment Management in Edinburgh in 1994 helping to manage Asia Pacific equity portfolios. Mr. Reoch earned a Bachelor of Accountancy (Honours) from Glasgow University, Scotland, in 1990. He is also a member of the Institute of Chartered Accountants of Scotland.

 

Nurhisham Hussein
Head of the Economics and Capital Markets Department Employees
Provident Fund, Malaysia

Nurhisham Hussein is the Head of the Economics and Capital Markets Department of the Employees Provident Fund (EPF). His department oversees economic surveillance of over 20 economies across the globe, contributing to the investment process at EPF. Nurhisham began his career in merchant banking in the 1990s, before joining Perwira Affin Bank in 1997 as part of the Corporate Planning Department. He later joined Permodalan Nasional Berhad (PNB) in 2004 to head the Economics section of the Research Division. There he was responsible for monitoring, analysis and reporting of economic conditions in Malaysia and internationally, providing input for PNB’s investment decisions. He joined EPF after a stint with the Malaysian Rating Corporation Berhad (MARC), producing country reports, developing economic viewpoints and making quantitative forecasts. He holds a Bachelors of Science (Econs) in Monetary Economics from the University of London School of Economics and Political Science (LSE), and a Masters in Economics from University Malaya (UM).