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Conrad Hong Kong | IN-PERSON CONFERENCE
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Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.
Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.
Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.
Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.
Phong leads the charge for FWD Group’s business growth and development throughout Asia. With over 30 years of industry experience spanning North America, Asia and the Middle East, including several key leadership roles, Phong is a well-respected figure in the insurance industry. A Vietnamese-Canadian, Phong is also a qualified actuary, and in the UK has been awarded an OBE by Queen Elizabeth II for his exemplary contribution to financial services in Vietnam.
Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.
Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.
Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.
Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.
Frank Yuen is a Vice President–Senior Analyst with Moody’s Investors Service’s Financial Institutions Group. Based in Hong Kong, he covers a portfolio of insurers in Hong Kong, China and other parts of Asia Pacific.
Before joining Moody’s, Frank was an Equity Research Analyst, covering regional banks and insurers at BNP Paribas and Standard Chartered. In addition, Frank has worked as a management trainee and actuarial intern at a global bank and also an insurance company.
Frank graduated from The Chinese University of Hong Kong, majoring in Actuarial Science, and is a CFA and FRM charterholder
Warren is an Associate Director based in Hong Kong office for APAC scenario generation team of Moody's Analytics. His focus is on the advisory service, including implementation, calibration and validation, of stochastic economic scenario generators and related applications for APAC region. Before that Warren has worked in various life insurance companies in Hong Kong, focusing on ALM, investment management and actuarial modelling. Warren has a MSc in Business Analytics from Hong Kong University of Science and Technology, BSc in Actuarial Science from the University of Hong Kong, is a qualified actuary (FSA) and CFA credential holder.
Martin is the CFO for Zurich Insurance’s Life and GI businesses in Hong Kong. Martin has insurance sector experience of over 20 years, with more than half this time spent in Hong Kong and across Asia Pacific, working in roles such as auditor, consultant and strategic advisor, in the context of M&A, regulatory change, operational change, financial reporting and risk analysis. Martin’s UK insurance sector experience and actuarial training provided the platform to his career.
Sherry is a senior credit analyst in Fidelity Asian Fixed Income Team. In this position, Sherry is responsible for coverage of Asia financial institutions with focus on Greater China, Korea and Japan. She has more than 10 years of experience covering regional financials including banks and non-banks finance companies.
Sherry joined Fidelity in December 2021 and is based in Hong Kong. Prior to this position, She was a corporate analyst of Emerging Market Fixed Income at BNP Paribas Asset Management, covering cross sectors and regions. Prior to that, Sherry was a credit analyst at Moody’s Investor Service, covering Greater China financial sectors. Sherry started her career as a structured finance consultant at Deloitte, London office.
Sherry is a chartered accountant and a fellow member of the Institute of Chartered Accounts in England and Wales (ACA). Sherry holds a BSc in Management from London School of Economics and Political Science and a MSc is Economics and Finance from Bristol University.
Experience:
Senior Credit Analyst, Fidelity 2021 – Present
Corporate Credit Analyst, BNP Asset Management 2018 – 2021
Credit Analyst, Moody’s Investor Services 2012 – 2018
Dhiran Dookhi is a Partner of Deloitte Consulting based in Hong Kong with 20 years’ experience in life insurance. He joined Deloitte in late 2021 from Willis Towers Watson in the UK having previously worked in industry for leading insurers such as Prudential and the Phoenix Group. Dhiran leads Deloitte’s Capital offering to Hong Kong insurance clients covering Risk-Based Capital, Economic Capital and Capital Optimization. He has worked with UK, European, Middle Eastern and Hong Kong clients on a range of business problems including risk-based and economic capital, ALM and Capital Optimization, ESG and Climate Change. His recent work focuses on Hong Kong Risk-Based Capital implementation and operationalization and advising Hong Kong insurance groups on the capital aspects of Group-wide supervision. Since joining Deloitte, he has been a regular speaker at industry events on risk-based capital.
Andrew is a Senior Director of the Enterprise Risk Solutions business in the Moody’s Analytics Hong Kong office. He has worked for over 20 years assisting customers in the application of enterprise software solutions. Andrew focuses on a variety of client-focused work including the development of our IFRS 17 proposition, and direct oversight of implementation projects. In this role he collaborates with advisory services, research, product, sales, and implementation services teams to deliver tailored solutions for insurers.
Andrew has over 10 years’ experience in risk management for pensions, banks, asset managers, and insurers. Before joining Moody’s Analytics, he worked at Markit/QuIC, Algorithmics, Mercer, and RBC. Andrew is a CFA Charterholder, and holds a variety of designations including the FRM, PRM, and CAIA.
Andrew is a Managing Director at Moody’s Analytics, where he leads the Insurance segment in Asia Pacific. He is a member of the APAC & ME Senior Leadership Team and has over 20 years of experience in the insurance industry. Prior to joining Moody’s in 2022, Andrew spent 17 years with Aon, where he held various senior roles delivering to clients based in the UK, Europe, Bermuda, and North America. He relocated to Singapore in 2013 to lead Aon’s growth strategy and advisory business in APAC. Before Aon, Andrew was a Management Consultant with Accenture, where he specialized in the Financial Services industry. He has a First Class (Hons) degree in Business from Oxford Brookes University.
Phong leads the charge for FWD Group’s business growth and development throughout Asia. With over 30 years of industry experience spanning North America, Asia and the Middle East, including several key leadership roles, Phong is a well-respected figure in the insurance industry. A Vietnamese-Canadian, Phong is also a qualified actuary, and in the UK has been awarded an OBE by Queen Elizabeth II for his exemplary contribution to financial services in Vietnam.
Martin is the CFO for Zurich Insurance’s Life and GI businesses in Hong Kong. Martin has insurance sector experience of over 20 years, with more than half this time spent in Hong Kong and across Asia Pacific, working in roles such as auditor, consultant and strategic advisor, in the context of M&A, regulatory change, operational change, financial reporting and risk analysis. Martin’s UK insurance sector experience and actuarial training provided the platform to his career.
Sherry is a senior credit analyst in Fidelity Asian Fixed Income Team. In this position, Sherry is responsible for coverage of Asia financial institutions with focus on Greater China, Korea and Japan. She has more than 10 years of experience covering regional financials including banks and non-banks finance companies.
Sherry joined Fidelity in December 2021 and is based in Hong Kong. Prior to this position, She was a corporate analyst of Emerging Market Fixed Income at BNP Paribas Asset Management, covering cross sectors and regions. Prior to that, Sherry was a credit analyst at Moody’s Investor Service, covering Greater China financial sectors. Sherry started her career as a structured finance consultant at Deloitte, London office.
Sherry is a chartered accountant and a fellow member of the Institute of Chartered Accounts in England and Wales (ACA). Sherry holds a BSc in Management from London School of Economics and Political Science and a MSc is Economics and Finance from Bristol University.
Experience:
Senior Credit Analyst, Fidelity 2021 – Present
Corporate Credit Analyst, BNP Asset Management 2018 – 2021
Credit Analyst, Moody’s Investor Services 2012 – 2018
Dhiran Dookhi is a Partner of Deloitte Consulting based in Hong Kong with 20 years’ experience in life insurance. He joined Deloitte in late 2021 from Willis Towers Watson in the UK having previously worked in industry for leading insurers such as Prudential and the Phoenix Group. Dhiran leads Deloitte’s Capital offering to Hong Kong insurance clients covering Risk-Based Capital, Economic Capital and Capital Optimization. He has worked with UK, European, Middle Eastern and Hong Kong clients on a range of business problems including risk-based and economic capital, ALM and Capital Optimization, ESG and Climate Change. His recent work focuses on Hong Kong Risk-Based Capital implementation and operationalization and advising Hong Kong insurance groups on the capital aspects of Group-wide supervision. Since joining Deloitte, he has been a regular speaker at industry events on risk-based capital.
Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.
Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.
Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.
Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.
Chen Huang is an Associate Managing Director within Moody’s Financial Institutions Group. Based in Hong Kong, she manages teams of analysts covering the ratings and research of Asian insurers and Chinese banks. Chen joined Moody's in December 2020 as a Senior Vice President from Autonomous Research/Sanford C. Bernstein, where she primarily covered Chinese banks as a partner before moving to her most recent position as a consultant in China macrofinancial research. Previously, she worked at CLSA (now CITIC CLSA) as a senior analyst covering Chinese banks and non-bank financial institutions. Earlier in her career, she worked as a senior auditor at PricewaterhouseCoopers and had a brief stint at Caijing Magazine (now Caixin).Chen received her Master of Public Administration from Syracuse University in the U.S and Bachelor of Arts in Economics from the University of International Business and Economics in China.
Frank Yuen is a Vice President–Senior Analyst with Moody’s Investors Service’s Financial Institutions Group. Based in Hong Kong, he covers a portfolio of insurers in Hong Kong, China and other parts of Asia Pacific.
Before joining Moody’s, Frank was an Equity Research Analyst, covering regional banks and insurers at BNP Paribas and Standard Chartered. In addition, Frank has worked as a management trainee and actuarial intern at a global bank and also an insurance company.
Frank graduated from The Chinese University of Hong Kong, majoring in Actuarial Science, and is a CFA and FRM charterholder
Andrew is a Managing Director at Moody’s Analytics, where he leads the Insurance segment in Asia Pacific. He is a member of the APAC & ME Senior Leadership Team and has over 20 years of experience in the insurance industry. Prior to joining Moody’s in 2022, Andrew spent 17 years with Aon, where he held various senior roles delivering to clients based in the UK, Europe, Bermuda, and North America. He relocated to Singapore in 2013 to lead Aon’s growth strategy and advisory business in APAC. Before Aon, Andrew was a Management Consultant with Accenture, where he specialized in the Financial Services industry. He has a First Class (Hons) degree in Business from Oxford Brookes University.
Andrew is a Senior Director of the Enterprise Risk Solutions business in the Moody’s Analytics Hong Kong office. He has worked for over 20 years assisting customers in the application of enterprise software solutions. Andrew focuses on a variety of client-focused work including the development of our IFRS 17 proposition, and direct oversight of implementation projects. In this role he collaborates with advisory services, research, product, sales, and implementation services teams to deliver tailored solutions for insurers.
Andrew has over 10 years’ experience in risk management for pensions, banks, asset managers, and insurers. Before joining Moody’s Analytics, he worked at Markit/QuIC, Algorithmics, Mercer, and RBC. Andrew is a CFA Charterholder, and holds a variety of designations including the FRM, PRM, and CAIA.
Will is a Director at Moody’s Analytics and leads the Actuarial Modelling Services team in APAC. Will joined Barrie & Hibbert (subsequently acquired by Moody’s Analytics) in 2011 as a member of the modeling services team in Edinburgh, working on model calibration and investment governance services, before moving to Asia in 2012 supporting insurance clients across the region. Formerly a Performance and Risk Manager at Alliance Trust Asset Management, Will has an MSc in Applied Mathematics from Heriot Watt University, a BSc in Mathematics from University Edinburgh and is a CFA charter holder.
Warren is an Associate Director based in Hong Kong office for APAC scenario generation team of Moody's Analytics. His focus is on the advisory service, including implementation, calibration and validation, of stochastic economic scenario generators and related applications for APAC region. Before that Warren has worked in various life insurance companies in Hong Kong, focusing on ALM, investment management and actuarial modelling. Warren has a MSc in Business Analytics from Hong Kong University of Science and Technology, BSc in Actuarial Science from the University of Hong Kong, is a qualified actuary (FSA) and CFA credential holder.