Fintechs, the name given to start-ups and more-established companies using technology to make financial services more effective and efficient, has lit up the global banking and finance landscape. Whereas much market and media commentary has highlighted the potential threats to established financial models, incumbent organizations also see great opportunities for collaboration and developing new partnerships for better cost control, capital allocation, and customer acquisition.
Carrying the theme “Embracing Digital Disruption in Financial Services”, The 8th Annual BankTech Executive Summit, the industry’s most important annual meeting for IT executives and leaders, will bring together a galaxy of influential, disruptive and innovative finance technology thought leaders to explore opportunities in leveraging FinTech to co-create, transform and redefine financial services today and tomorrow. This premier FSI technology event dedicates to optimizing delegates’ business information technology management with a new strategic outlook.
7 March, 2017 (Tuesday)
Hong Kong Convention and Exhibition Centre
08:30 - 09:00 Registration, Refreshment and Showcase Visit
09:00 - 09:05 Opening Remarks by Guest of Honour
Dr. Frank Tong
09:05 - 09:30 Opening Keynote: The Fintech (R)evolution
09:30 - 10:00 Keynote 1: Flexibility, Mobility and Compliance for Financial Services - Secure Digital Workspace
Technical Lead, End User Computing, Greater China
10:00 - 10:30 Keynote 2: Don’t Be The Next Headline: Minimize Risks And Compliance Challenges from Data Breach
Regional Channel Sales Director, Software
Hewlett Packard Enterprise, Hong Kong, Macau and Mongolia
10:30 - 11:00 Keynote 3: Invests in High Availability with Veeam
System Engineer Manager, Hong Kong & Taiwan
11:00 - 11:15 Morning Networking Coffee Break
11:15 - 11:45 Keynote 4: The Enterprise Immune System: Using Machine Learning for
Next-Generation Cyber Defense
Cyber Security Account Manager
11:45 - 12:15 Keynote 5: Embrace Technology Mega-Trends to Build Innovative Solutions
12:15 - 13:00 Leadership Panel Discussion 1: The Future of Banking & Finance IT Redefined
Toa Charm, Chief Public Mission Officer, Cyberport Hong Kong
Ash Shah, Regional Property and Casualty CIO and Chief of Staff, AXA Asia
Abdul Raof Latiff, Managing Director, Regional Head of Product Management,
Global Liquidity and Cash Management, Asia, HSBC
Tommy Fung, Head of Country Technology Management, Hong Kong,
Standard Chartered Bank (Hong Kong)
Teddy Ko, Country Director, Hong Kong, Global Enterprise Business, Singtel
13:00 - 14:00 CIO Networking Luncheon Roundtables (By Invitation Only)
Sponsored by CITIC Telecom CPC
Senior Manager, Cloud & Security Services
14:00 - 14:50 Leadership Panel Discussion 2: Embracing Innovation and Disruption
Alex Trott, MD and Financial Services Partner (Hong Kong), Accenture
Alyssa Tam, Director and Head of Innovation Acceleration, AIA Edge (Group Innovation), AIA Group
Arthur Wong, General Manager, Head of IT, China Construction Bank Asia
Liam Gilligan, Head of Hong Kong Innovation Lab, Commonwealth Bank of Australia
Alfred Wong, Vice President, Information Technology, Jetco
Terence Leung, Head of IT Business Solutions, Asia, Sun Life Financial
14:50 - 15:20 Keynote 6: Cloud Services for Online Banking and Financial Businesses: Understanding the Phases of Integration
15:20 - 15:35 Afternoon Networking Coffee Break
15:35 - 16:25 Leadership Panel Discussion 3:
Latest Update on RegTech: CyberSecurity Risk and Compliance in Financial Services
Paul Jackson, Managing Director, Stroz Friedberg, an AON company and;
ex Asia Pacific Head of Investigations, JPMorgan Chase
Gabriel Chan, Head of Information Security, Greater China, ABN AMRO Bank N.V. Hong Kong
Steven Myers, Chief Information Security Officer, AIA Group
Maurice Mo, SVP, APAC COO, Global Information Security, Bank of America Merrill Lynch
Micky Lo, MD, Chief Information Risk Officer APAC, Information Risk Management, BNY Mellon
Marijana Fung, Asia Head of Enterprise Technology Risk, Morgan Stanley
16:25 Closing Remark
*This agenda is subject to change without prior notice.
Guest of Honour
Dr. Frank Tong
Dr Frank Tong Fuk-kay is the CEO of Hong Kong Applied Science and Technology Research Institute (ASTRI), the largest ICT R&D facility in Hong Kong funded by the SAR Government through its Innovation and Technology Commission. He leads the institute with five core technology areas identified as its strategic pillars – Financial Technologies, Intelligent Manufacturing, Next Generation Network, Health Technologies and Smart City.
Under his leadership, ASTRI has successfully commercialised many technologies, and collaborated with several local, regional and international academic and commercial organisations. In addition to initiating a number of Joint Labs and R&D Centres, Dr Tong has also spearheaded talent development and capacity building endeavours for students and professionals alike from Hong Kong, Mainland and elsewhere. One of ASTRI’s key priorities pursued under Dr Tong’s leadership is to help Hong Kong transform into a premier, global FinTech hub. Collaborations with public sector organisations in Hong Kong and overseas like Hong Kong Monetary Authority, Bank of Thailand, and Electronic Transactions Development Agency of Thailand, and partnerships with leading banks like Bank of China (Hong Kong) and HSBC have thrived during his tenure.
Dr Tong is a Hong Kong-native Chinese national who received his undergraduate, postgraduate and doctoral education from leading universities in the US. After a rich and successful career stint in the US where he was credited with an MIT Lincoln Lab thesis, over 200 research articles, and 19 patents, he returned to Hong Kong to take over senior research and academic roles in IBM Research and the Chinese University of Hong Kong. Between 2001 to 2004, he was seconded from CUHK to ASTRI as Vice President of the Photonics Group where he successfully led the group’s spin-off and joined SAE Magnetics - a wholly owned subsidiary of TDK. The spin-off was one of the most successful commercialisation endeavours in the history of ASTRI. From 2013 to 2014, he was the CEO of Hisense Broadband Multimedia Technologies, leading many successful mergers and acquisition of technology companies.
Partner, Digital McKinsey
McKinsey & Company
Jeff Galvin is a Partner in McKinsey’s Hong Kong office, where he focuses on internet-based businesses and digital transformation, particular in the financial sector. This work includes helping native internet companies scale and professionalize their operations, working with traditional companies on digitizing customer “journeys” and experiences, and also helping lead McKinsey’s digital strategy in Greater China. Jeff rejoined the Firm in 2016, but also previously spent over 10 years at McKinsey as a Partner in the Shanghai Office and a member of the Financial Institutions and Corporate Finance Practices in the Taipei, Chicago, and New York Offices.
Prior to rejoining McKinsey, Jeff spent almost 5 years at Google, where he was most recently the Director of the Online Partnerships Group (OPG) for Asia Pacific, based in Tokyo, and responsible for managing OPG's network of over 300,000 publishers and mobile application developers on Google’s Admob, AdSense, DoubleClick, and related platforms. This work included leading both a high touch direct salesforce spread across Japan, Greater China, Korea, India, Southeast Asia, and Australia, as well as managing a scaled platform. Before this role, he was the APAC Director of Strategy and Special Initiatives, based in Singapore, and responsible for regional cross-business strategy projects and annual planning.
Jeff holds an MBA from Harvard University and a BA from Princeton University.
Chief Public Mission Officer
Cyberport Hong Kong
Dr Toa CHARM is the Chief Public Mission Officer (“CPMO”) the Hong Kong Cyberport Management Company Limited. He helps develop the company's strategic direction and drives Cyberport's public mission-related programs with the goal of inspiring the next generation, nurturing entrepreneurial spirit and helping local start-ups go global. Before Dr Charm joined Cyberport, he held senior management and consulting positions from leading multinational and Chinese companies in Asia Pacific in the past 25 years including IBM, Oracle, HSBC and Kingdee.
Dr Charm has been actively contributing to the ICT industry development and community affairs in Hong Kong and Asia Pacific. He serves in a number of advisory boards in ICT industry, universities, startup communities and NGOs including Hong Kong Computer Society, Tung Wah Hospital Group, City University of Hong Kong and Hong Kong Trade Development Council. Dr Charm specializes in big data, fintech, digital strategy, business models innovation, growth and internationalization for emerging companies. He often shares his experience with corporate leaders, digital entrepreneurs and students. Dr. Charm is often invited as judge and assessor for ICT and innovation awards in Hong Kong and Asia Pacific.
Dr Charm holds a Doctor of Business Administration degree, a Master’s degree in Business Administration and a Bachelor’s degree in Computer Science. He also completed management programs from Harvard, UC-Berkeley and CEIBS. Dr Charm is a TDWI Certified BI Professional and has completed a Big Data Certification Program from MIT.
Head of Information Security, Greater China
ABN AMRO Bank N.V. Hong Kong
Gabriel has over 15 years’ experience in cyber security and technology risk management, specialising in the banking and financial industry. His current responsibility in ABN AMRO is to manage the information security risk exposure in the Greater China region, including the security control governance, risk assessment, information security risk management and cyber threat response. Prior to his current role, Gabriel served as the cyber forensic investigator for Bank of America Merrill Lynch and before that he was the regional lead of the ethical hacking team for JP Morgan. Gabriel first started his career as a system and network specialist in Bank of China (HK).
Gabriel received a Master of Computer Science from University of Hong Kong. He is a Certified Information System Security Professional (CISSP) since 2001, and is also certified in other security area such as computer hacking, digital forensic and information security management.
Director and Head of Acceleration Innovation
Originally from Vietnam, Alyssa is the Director and Head of Innovation Acceleration of AIA EDGE, Group Innovation unit in AIA.
With nearly 20 years of global experience, Alyssa has extensive network in Consulting, Banking, and Insurance industry in the region. Her experience spans across multiple disciplines in Analytics, Marketing and Strategy. Prior to her role in AIA EDGE, Alyssa ran Regional CRM for AIG and was the Executive Director of Global Sales Technology at Goldman Sachs Asia. Her career highlights include running the IPO Marketing and Communications Workstream of the AIA IPO, the world’s largest IPO in 2010.
In recent years, Alyssa ventured into the Strategy and Innovation space where she believes will bring the most disruption to the Healthcare and Insurance industry. She set up the AIA Accelerator, Asia’s first digital health corporate accelerator with a goal to accelerate AIA’s innovation agenda. Alyssa is also the Founder and Executive Director of the AIA Emerging Entrepreneur Challenge, a youth innovation program which children age between 8-12 pitch business ideas to change the world and win prizes.
Alyssa is a speaker at international forum with the most recent keynote address at Clickz Live Hong Kong 2015. She also judged at numerous start-ups pitch competitions such as the HKUST Designathon, StartmeupHK Fintech Pitch 2015, nd Citi Mobile Challenge.
Fluent in English, Mandarin Chinese, Cantonese Chinese, and Vietnamese, Alyssa holds a B.S. in Applied Mathematics and M.S. in Statistics from Georgia Institute of Technology and is currently the candidate of the Strategy and Innovation Diploma at Oxford University Said Business School.
In her free time, Alyssa enjoys reading and investing.
Regional Property and Casualty CIO and Chief of Staff
Ash Shah is the Regional CIO for P&C and Chief of Staff for AXA Asia, overseeing IT operations in the 8 countries and a regional office in Hong Kong. AXA Asia is a market leading insurance player offering a differentiated composite proposition in Life and General Insurance with operational presence in Hong Kong, Singapore, Indonesia, China, India, Malaysia, the Philippines, and Thailand.
Prior to joining AXA, Ash held a number of senior roles for Whitbread Group, Financial Conduct Authority (UK financial service regulator), Zurich Financial Services and Adecco on an European and global basis. He holds a degree from the London School of Economics as well as attended leadership courses at IMD in Switzerland.
SVP, APAC COO, Global Information Security
Bank of America Merrill Lynch
Maurice is the Asia Pacific Chief Operating Officer (COO) for Global Information Security at Bank of America Merrill Lynch. His primary responsibilities include risk management, regulatory & control governance, and business operations. Prior to that, Maurice was the Head of Regional IT Security at Prudential and Chief Information Security Officer (CISO) for Asia Pacific and Middle East region at Zurich Financial Services responsible for security strategy, policy, program, and operations.
Maurice holds an Executive MBA from the Chinese University of Hong Kong, and has a Bachelor degree in Computer Science and Commerce from the University of British Columbia. He also holds several professional designations, such as CISSP, CISA, and CISM.
MD, Chief Information Risk Officer APAC
Information Risk Management
Over 20 years of IT experience in Financial Service Industry that spans across a diversified IT management disciplines including regional and location management, IT and security architecture, distributed computing engineering, technology infrastructure operation, outsourcing/in-sourcing management, IT risk management and technology audit.
Specialties: Information and resilience risk management skills, technical architecture, IT service delivery, Data Center Operation Management, IT products engineering, people management, IT regulation, six sigma project management, negotiation and influence skills, IT process re-engineering.
General Manager, Head of IT
China Construction Bank Asia
Arthur Wong is Head of IT at China Construction Bank (CCB) Asia and has over 25 years of experience in the field of information technology with major banks and financial institutions in the Asia Pacific region. Arthur joined China Construction Bank (Hong Kong) as Head of IT in 1996 and left the bank in 2008 for Fubon Bank (HK), Sun Hung Kai Financial and then KKR Asia, where he was also Head of IT. Subsequently, he rejoined CCB Asia in early 2014. Arthur is also co-founder of popular Hong Kong web site HKGolden.com.
Head of Hong Kong Innovation Lab
Commonwealth Bank of Australia
Liam is the Head of Commonwealth Bank of Australia’s Hong Kong Innovation Lab. Liam is an experienced business innovator, with 15 years’ experience across both startup and large corporates in innovation, product development, business development, strategy, and human centrered design.
Prior to working at CBA, Liam was the General Manager of Service Product Innovation at Telstra, Australia’s largest Telco company. Liam was responsible for developing and testing new business models in response to a multi-faceted disruption. Liam also ran Service Design and Operations for Telstra’s retail footprint and was product lead for several new service businesses in the Telstra portfolio.
Before Telstra, Liam lead Business Development and Operations at Gizmo, an IT services startup, which appeared twice in BRW fast starters list.
Vice President, Information Technology
Mr. Alfred Wong, Head of Information Technology at Joint Electronic Teller Services Limited (“JETCO”), has more than 25 years of experience in the banking industry in Hong Kong and China, as well as strong exposure by serving various senior management roles in IT applications delivery of e-Channels, Wealth Management, Core Banking and other retail banking applications.
Mr. Wong joined JETCO in December 2015 following the tenure with Standard Chartered Bank. He is passionate in driving FinTech innovation in order to create value to Hong Kong financial industry.
Abdul Raof Latiff
Regional Head of Product Management
Global Liquidity and Cash Management, Asia
Raof Latiff is responsible for the management and development of cash & liquidity management products and services throughout the Asia-Pacific region covering 19 markets.
He manages a group of Regional Product Heads and Country Cluster Product Management Heads in Asia that are solely focused in the development and commercialization of the entire Cash & liquidity Management product suite covering the entire Corporate and Financial Institution client base.
He has deep of knowledge of the Asia Pacific region, its practices and developments and he is familiar with both corporate and financial institutions client segments and their solutions and services.
Raof joined HSBC from JPMorgan where he has spent the last 10 years. His most previous role was Regional Head of ASEAN for the Treasury Services group where he was responsible for the delivery of cash and trade finance and services products.
Prior to that, Raof spent 10 years at Citibank Malaysia and Citibank regional office in Singapore where he was responsible for a number of cash products and service at both a country and regional capacity.
Raof holds a Bachelor of Commerce in Information Systems from Curtin University, Western Australia and MBA from University of Leicester, United Kingdom.
Asia Head of Enterprise Technology Risk
Marijana is Asia head of Enterprise Technology Risk at Morgan Stanley, where she is responsible for proactive identification and management of enterprise technology risks in accordance with management, client and regulatory expectations. She joined Morgan in 2015 from Deutsche Bank, where she had spent 4 years managing the North Asia Infrastructure and leading a global outsourcing deal for Asia. Prior to Deutsche, Marijana held various Infrastructure management roles during her 13-year tenure at Credit Suisse.
Marijana holds a BEng from the University of Belgrade, an MPhil from City University of HK and a Post Grad Diploma in Global Finance from Chinese University of HK.
Head of Country Technology Management, Hong Kong
Standard Chartered Bank (Hong Kong)
Tommy is Head, Country Technology Management of Standard Chartered Bank (Hong Kong) Limited since April 2015, responsible for managing all the bank’s strategic technology initiatives as well as overseeing the delivery of technology support services for Hong Kong. He is also working closely with Industry partners and the regulator on various FinTech related initiatives.
Tommy has over 28 years of experience in financial services. During his early years in Standard Chartered Bank, he has extensive work experience in other countries, including rolling out several mission critical platforms in consumer banking and wholesale banking spaces to Singapore. He also helped the Bank implement internet trade finance platform in the dotcom era, and led the system development and support teams in trade finance to shape the strategic platforms in this space. Over the years he has supported the Bank to successfully acquire several strategic clients.
Before joining Standard Chartered Bank, Tommy started his career in application development in financial industry. Subsequently he acquired system development and support experience in a number of international banks including HSBC and CitiBank.
Tommy holds a bachelor degree in Computer Science from University of Hong Kong. He enjoys sports such as hiking, cycling and going to the gym. He is also an animal lover.
Country Director, Hong Kong
Global Enterprise Business
As Country Director at Singtel Hong Kong since November 2015, Teddy Ko is responsible for the office’s sales and growth strategies, and focused on ensuring operational efficiency and profitability.
Prior to joining Singtel, Teddy was Assistant Vice President, Product Marketing at HKT, where he led a team to develop competitive product positioning and business growth strategies for the cloud, FMNS and virtualisation portfolio. He was also previously Head of Solutions at Dimension Data China/Hong Kong. There, he was responsible for growing market share for core solutions such as Network Integration, Security Solutions, Converged Communications and Performance Optimisation.
Teddy is a member of both the Chartered Institute of Marketing (MCIM) and Institute of Engineering and Technology (MIET), and acts as convenor to the Cloud Computing Special Interest Group and Financial Technology (FINTech) Special Interest Group of the Hong Kong Computer Society. He graduated from Hawaii Pacific University with a double BA major in Marketing and Computer Information Systems, and holds an MSc degree in International Business and Management from De Montfort University in the UK.
Principal Cloud Architect
Amazon Web Services
Michael Braendle is a Principal Cloud Architect at Amazon Web Services Professional Services Hong Kong, Taiwan, and Macau. Michael helps enterprise customers on their IT transformation and cloud adoption journey. Before joining AWS, Michael was the CTO for the largest Swiss wealth manager and acted as lead architect in various digitalization and transformation initiatives. Michael brings over 15-year experience working in various roles in technology and financial services industry across Europe and APAC.
Head of SEA and Pacific
Based in Singapore, Jerry is chiefly responsible for the operations and expansion of CDNetworks’ business within Southeast Asia and Pacific region.
Jerry joined CDNetworks in 2009 as the Director of the Global Sales Strategy team, leading global sales strategy and implementation. He was subsequently appointed as Country Manager for CDNetworks Japan in 2011. Prior to joining CDNetworks, Jerry held senior roles in new business development, sales and corporate strategy in leading companies like Mobilians Co., Ltd, Interpark, SK Corp, and Deloitte Consulting.
Senior Manager, Cloud & Security Services
CITIC Telecom International CPC Limited
Danny Tang is the Senior Manager of Cloud & Security services at CITIC TELECOM CPC Limited, with over 10 years of experience in IT sector. He has been focusing on cloud computing and information security over 5 years. His major responsibility is to supervise the development of innovative cloud computing (SmartCLOUD™) and information security (TrustCSI™) managed services which target to enterprise customers.
Danny holds a Bachelor Degree of electronic and information engineering from The Hong Kong Polytechnic University. He also holds different professional qualifications such as VCP, OCP, CCNP and CCDP.
Cyber Security Account Manager
Cat So is a Cyber Security Account Manager at Darktrace. With the rapid adoption of Darktrace’s multi-award-winning Enterprise Immune System technology, Cat has been instrumental in laying the foundations for the company’s rapid growth for Hong Kong. Cat has over 10 years of experience in the enterprise software industry, focusing on strategic sales and business development in both the Hong Kong and Taiwan regions. She has held senior roles at Master Concept, Automated Systems and EMC. Cat has a Master’s degree in Software Engineering from Queensland University of Technology.
Regional Channel Sales Director, Software Hewlett Packard Enterprise
Hong Kong, Macau and Mongolia
Mr. Keith Wong is the seasoned sales expert in IT Solution & Software industry for 20 years. He worked for many global vendors including Microsoft, Symantec, Quest Software & the latest is Hewlett-Packard Enterprise from the role as sales, channel and leadership. In the past 5 years, he managed the sales business of HPE Software Enterprise Security & then took over the channel business of HPE Software for HK, Macau and Mongolia until now. His specialized knowledge and extensive experience from Security, IT Operation & Application Management, Information Management & Governance as well as Big Data help many customers to adopt the advanced enterprise software solutions. His mission is to help more enterprises to become more safety, efficient & innovative organizations.
System Engineer Manager, Hong Kong & Taiwan
Sum joined Veeam in 2013 as Senior Regional System Engineer, later promoted to System Engineering Manager, Hong Kong & Taiwan in 2016, where he works with Veeam’s partners and customers to realise the benefits of Veeam’s software solutions. As part of the Asia & Japan SE team, Sum works hand in hand with Veeam’s partner community providing training and assistance as necessary to drive sales results.Sum brings with him over 9 years of professional experience in Data Availability and Management solutions and 22 years in the IT industry working with SMB and Enterprise sized organisations where he can analyze technical and business issues, and develop tools for effective solutions quickly. Sum brings a solid technical foundation, coupled with strong professional and business knowledge to customers.
Keith Chan, PMP
Technical Lead, End User Computing, Greater China
In his role, Keith is leading a team to provide Pre-sales technical support, Solution Architect, Consultancy and Enterprise integration services for the major customers and partners in Greater China for End User Computing business. Keith acquires over 16 years of business mobility experience and he has successfully implemented lots of complicated projects for the well-known companies in Asia Pacific. He also brings in various leading edge mobile technology and has been shared and helped enterprise to build out innovative projects.
Prior to joining VMware, Keith has worked for SAP to evangelize the business mobility platform for Enterprise App development, mobile devices and mobile apps lifecycle management. Keith also worked in Nokia and he has proven track record to deliver complex consumer grade cloud solution to Carriers.
Keith acquired PMP certification from the PMI organization and graduated from the University of Hong Kong.