APAC Financial Institutions Summit 2024 - Banking | Hong Kong
Overcoming challenges, pioneering frontiers
IN PERSON | JW Marriott Hong Kong
Agenda
Moody’s Meets Benjamin Hung, Standard Chartered
Keynote fireside chat
- What are the impacts of a higher-for-longer interest rates and property market weakness on Hong Kong banks?
- What are the opportunities arising from the digital economy and sustainable finance?
Interest Rate Trends at a Crossroads: Challenges and Opportunities for Global Banks
Moody’s primer presentation
Networking Break
Charting New Frontiers in South & Southeast Asia
Panel discussion
- Are higher-for-longer interest rates a net positive or negative?
- What opportunities for growth are there?
- What are the structural risks for financial institutions?
Property Sector Risks to Mainland China, Hong Kong and Korean Banks
Panel discussion
- What specific dynamics are shaping the property sector in these markets?
- How have banks’ property-related asset risks evolved?
- How do banks’ risk levels differ from one another?
Networking Lunch
Location
Event Details:
Venue Name: JW Marriott
Address: Pacific Place, 88 Queensway, Admiralty
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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.
Mr Hung is the President, International for Standard Chartered. He sits on the Group’s Management Team and is the Chairman of both Standard Chartered Bank (China) Limited and Standard Chartered Bank (Singapore) Limited.
Mr Hung joined Standard Chartered in 1992 and has held a number of senior management positions spanning corporate, commercial and retail banking. Prior to the current role, he was CEO, Asia, overseeing the Bank’s presence in 21 Asian markets.
Mr Hung is a member of the Hong Kong Chief Executive’s Council of Advisers, Exchange Fund Advisory Committee and the General Committee of the Hong Kong General Chamber of Commerce. He is the Co-Chair of B20’s Trade and Investment Taskforce. He also serves as an economic advisor at the International Consultative Conference on the Future Economic Development of Guangdong Province, Mainland China. He was previously the chairman of the Hong Kong Association of Banks, a member of the Financial Services Development Council, a board member of the Hong Kong Exchanges and Clearing Limited, the Hong Kong Airport Authority and the Hong Kong Hospital Authority, and a Council Member of the University of Hong Kong.
He holds a Master’s degree in Business Administration and is married with two children.
洪丕正現任國際業務總裁,是渣打集團管理層成員之一,同時擔任渣打銀行(中國)有限公司及渣打銀行(新加坡)有限公司之主席。
洪先生於1992年加入渣打,先後於企業、商業及零售銀行等業務範疇出任多個重要職位。出任現職前,洪先生為亞洲區行政總裁,領導集團在亞洲21個市場的業務發展。
洪先生現任香港行政長官顧問團成員、外匯基金諮詢委員會成員及香港總商會理事會成員。他同時擔任B20貿易投資工作組聯合主席, 並在廣東經濟發展國際諮詢會擔任省長經濟顧問。洪先生過往也曾出任其他不同公職,包括、香港銀行公會主席、金融發展局委員、香港交易及結算所有限公司董事會成員、香港機場管理局董事會成員、香港醫院管理局董事局成員及香港大學校董會成員。
洪先生為工商管理碩士;已婚,並育有兩名子女。
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.
Joseph Lin is a VP – Senior Analyst in the Financial Institutions Group in Hong Kong, responsible for the coverage on Taiwan and Hong Kong banks as well as NBFIs in China.
Joe has extensive experience in debt capital markets and credit ratings. Joe joins Moody's from CLSA Hong Kong, where he was a Director in Rating Advisory from 2020 to 2022, and prior to that, he was a Director in Debt Capital Markets at CCB International Capital Ltd in Hong Kong from 2017 to 2020. As a rating advisor, his coverage included financial institutions and corporations in China and ASEAN, and he also acted as an ESG advisor.
Prior to his role in rating advisory, Joe was a credit rating analyst at Standard & Poor’s Global Ratings from 2007 to 2017 where he had diverse experience covering infrastructure issuers, leveraged finance transactions as well as acting as a trainer. He was based in New York, Taipei and Hong Kong.
Joe received his Bachelor of Science in Economics from Syracuse University, Master of Business Administration in Financial Management from Pace University and Master of Science in Management from New York University.
Hemant Lodha is Managing Director Strategic Solutions Group, responsible for providing strategic rating and capital structure advisory services for HSBC’s clients in the region. Hemant has led over 300 ratings advisory assignments in APAC across Corporate, Financial Institution and Sovereign. Hemant has over 22+ years of experience in the financial services sector and has been working with HSBC since 2004.
Anthony Lam is a Senior Analyst at Allianz Global Investors. Based in Hong Kong, he is responsible for the credit research coverage of the financial sector in Asia Pacific.
Prior to joining Allianz in 2023, Anthony spent four years at Fitch Ratings as an insurance rating analyst. He also worked as an equity analyst at HSBC, where he covered financial sector stocks in the Greater China region. He began his career with Crédit Agricole with experience in research on economies, and rates and currencies markets in Asia Pacific.
Anthony holds a Master of Laws in Corporate and Financial Law from the University of Hong Kong and a Bachelor of Business Administration from the Hong Kong University of Science and Technology. He is also a CFA charterholder.
Sophia Sinae Lee is an Associate Managing Director in Moody’s Financial Institutions Group. Based in Hong Kong, she oversees the ratings team that is responsible for financial institutions in Hong Kong, Korea, Mongolia and Taiwan, and non-bank financial institutions in China.
Sophia joined Moody’s in 2013 and prior to that spent seven years at Deutsche Bank in Hong Kong as an equity analyst. She has also held positions in Korea at Bank of Korea and Korea First Bank.
Sophia holds an MBA from the University of Pennsylvania’s Wharton School and a BA in Russian Language and Literature from Korea University. She is also a CFA charterholder.
Eugene Tarzimanov is a Senior Vice President in the Financial Institutions Group in Asia. Based in Singapore, he is the Lead Analyst for banks in Southeast Asia, including Singapore, Malaysia, Vietnam, Sri Lanka and Bangladesh.
Eugene is also responsible for coordinating banking research across Asia Pacific, and actively represents Moody’s to regulators, investors and the media on analytical and methodological views. Eugene moved to Singapore from Moody’s Moscow office, where he covered the largest banks in Russia, as well as financial institutions in Europe and the Middle East.
Before joining Moody’s in early 2009, Eugene held senior positions during his five years with Standard & Poor’s, where he was responsible for the analysis of banks in Europe and the Middle East. He has also worked at the CEO’s office of Bank VTB, where he was responsible for inhouse research.
Eugene holds an MBA in financial management from New York’s Pace University, and a BSc in international economics from Moscow’s Finance Academy.
Background
Hannah joined CBRE in 2024 to lead the Valuation & Advisory Services - Hong
Kong (HK). Hannah is a highly respected and accomplished real estate
professional with nearly two decades of experience in the industry.
After obtaining her Master's Degree in Real Estate from The University of Hong
Kong in 2008, she was elected as a member of the RICS in 2009 and the HKIS in
2012, underscoring her deep knowledge and commitment to the profession.
Whilst having a strong knowledge of all aspects of valuation in Hong Kong,
Hannah has developed specialisation in areas such as REITs, logistics, and data
centres, where she has become a recognised thought leader, regularly
contributing her insights through media channels and newspaper columns.
Hannah's exceptional capabilities and leadership qualities were further
demonstrated during her time at Colliers, where she headed the valuation &
advisory department with a team of over 60 staff. Under her leadership, Hannah's
team at Colliers received the prestigious RICS Valuation Team of the Year award
for two consecutive years, in 2022 and 2023.
Her strong commitment to the profession is also demonstrated through her
involvement in several influential industry associations, including the AustCham
Property & Infrastructure Committee, the Urban Land Institute CULi) Hong Kong
Executive Committee, and the ULI Women's Leadership Initiative.
Professional Experience
Hannah has accrued extensive valuation and advisory services experience over
her 19 years in the sector, including property investment and development
projects specialising in valuation, development consultancy, financial analysis, and
feasibility studies.
Awards
Hannah is the RICS Woman of the Built Environment, 2023.
David Yin is a Vice President – Senior Credit Officer with the Financial Institutions Group at Moody’s Investors Service Hong Kong Limited. David is covering a portfolio of banks and non-bank financial institutions in China.
Before joining Moody’s, David worked as equity research analyst for Standard Chartered Bank, covering Chinese banks and securities companies. Earlier, he had covered Chinese financial institutions in Bank of China International Securities (China). He had also worked in the ECM department of Goldman Sachs Gao Hua Securities.
David holds a MSc in management and a BA in Economics from Peking University.
Kevin Hyunjea Kim is an Assistant Vice President in Moody’s Financial Institutions Group. Based in Hong Kong, he covers a portfolio of financial institutions in Korea and Mongolia.
Kevin joined Moody’s in 2022 from DFI Retail Group where he worked as a senior corporate finance manager and prior to that he spent seven years as an equity analyst in Bloomberg Intelligence and Hanwha Asset Management with a primary focus on automotive and consumers sectors.
Kevin holds an M.S. degree in finance from Korea University and a B.A. degree in Economics from Shanghai Jiao Tong University. He is also a CFA charterholder.
Kelly Chen is a Vice President and Senior Analyst within Moody’s Financial Institutions Group. Based in Hong Kong, Kelly is the lead analyst for a portfolio of Chinese property companies.
Prior to joining Moody’s, Kelly was an investment analyst at Optimas Capital, a Hong Kong-based hedge fund. She has also worked as an equity research analyst in Credit Suisse, Bank of America Merrill Lynch and Samsung Securities. She has considerable experience in investment and equity research and across various sectors in Greater China, including oil & gas, property, cement and financial institutions.
Kelly holds a bachelor’s degree from Middlebury College, US.
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.