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ITAS Asia Key Event Speakers for 2013

ITAS Asia Key Event Speakers for 2013


Rakesh has over 20 years of experience in the Securities Market in the areas of Operations, Technology, Finance & Product Management. Rakesh moved to Hong Kong in 2007 to join the regional management team representing the COO & CFO function with a geographical coverage of Asia Pacific. From 2004 - 2007 he was Vice President & Head of Asset Management Operations, ABN AMRO Asset Management India and was responsible for setting up the business operations in India.

Dean Chisholm Regional Head of Operations INVESCO

Dean Chisholm is Regional Head of Operations for Asia Pacific. In this capacity, he oversees the investment operations and transfer agency functions of Invesco in Asia Pacific. Mr. Chisholm has held a number of operations and internal audit roles in Asia Pacific during his period at INVESCO.  Mr. Chisholm is also the Supervisor of Invesco’s Chinese fund management Joint Venture, Statutory Auditor of Invesco Japan and the Supervisor of Invesco Taiwan.

Marco Attilio Global Head of Funds SWIFT

Marco Attilio is in charge of developing the funds business in Asia. With over 15 years’ experience in the industry, Marco developed in-depth knowledge of capital markets, focusing particularly on cross-border funds distribution processing, securities settlement and asset servicing. In his previous roles Marco actively participated in various industry steering committees and working groups such as Findel, ALFI TASC, ICI/ IOAC, EFAMA FPSG as well as having been the Chairman for the ALFI Standardisation committee.Marco joined SWIFT in 2005 after his experience at JPMorgan, Euroclear, and started his career at MasterCard.

Sebastien Chaker Managing Director CALASTONE

Sebastien has head Calastone Luxembourg office since March 2010 and is responsible for international business development. His career spans fifteen years of experience in the investment fund market. He joined Calastone from Brown Brothers Harriman Limited in London where he was Global Head of Fund Solutions Business Development.  

Keith Hale Executive Vice Preseident MULTIFONDS

Keith Hale has been with Multifonds since the beginning of 2010. He has over 20 years experience in the securities and investment industry, working for and servicing many of the world’s leading asset managers, service providers and software vendors including Aberdeen Asset Management, Bank of New York Mellon, BNP Paribas, Daiwa Securities, HSBC, Investec and Northern Trust. Keith is part of the Multifonds executive team with global responsibility for client management and new business development across all products. Prior to Multifonds, Keith was head of EMEA at Netik.

Christina Choi Senior Director SECURITIES & FUTURES COMMISSION

Ms Christina Choi is the Senior Director of Policy, China and Investment Products Division of the Securities and Futures Commission of Hong Kong. Her role is to lead the Investment Products Team within the division having responsibility for supervising the authorisation and supervision of collective investment schemes and all other investment products (including unit trusts, mutual funds, ETFs, REITs, QFII and RQFII funds etc) authorised by the Commission under section 104 of the Securities and Futures Ordinance.

Lennie Lim Managing Director Head of Asia Distribution Legg Mason

Lennie is the Regional Head for Asia which involves leadership for Legg Mason offices (excluding affiliates) within the region. He is also the Head of Asia Distribution as the principal distributor of Legg Mason Mutual Funds. Prior to this, he was Chief Executive Officer of ABN AMRO Asset Management Singapore.


Paul is responsible for IFDS Asian offshore support service centers in conjunction with State Street as well as further developing the groups’ expansion strategy into additional Asia Pacific local markets. Paul has over twenty five years of financial service experience primarily in administration services with Boston Financial Data Services (BFDS) and he was Senior Vice President responsible for servicing the domestic mutual funds for bank, insurance and financial intermediary distributors.

Mabel Chan Head of Wholesale Distribution, Asia HENDERSON GLOBAL INVESTORS (HK)

Mabel Chan is Head of Wholesales Distribution, Asia ex Japan.  She is responsible to develop the fund distribution and deliver customized investment solution to global clients in the region.  Before joining Henderson Global Investors, she was the Head of Distribution Sales in Asia for UBP Asset Management.

Jessie Lam Executive Director - Head of Distribution Channels CSOP Asset Management

Jessie is responsible for sales and marketing activities of channels business in Asia and Europe.  She also play a key role in the company’s  new products idea  and servicing models design with external vendors including transfer agency and trustee. She has over twenty years of sales management experience with extensive exposure in middle office operation with various financial institutions like Alliance, HSBC, ABN and AIA.

Wallance Leung Head of Transfer Agency (North Asia) FRANKLIN TEMPLETON INVESTMENT

Wallance Leung is the Head of Transfer Agency (North Asia) at Franklin Templeton Investments and has been working there for 16 years (since 1997). He has over 20 years of experience in units trust and mutual fund industry. Wallance oversees the transfer agency functions for different markets in the North Asia region. He is actively supporting the Straight Through Processing (STP) initiative in the region. 

Jonathan Willis Head of TA EMEA and APAC BNY Mellon Asset Servicing

Jonathan Willis, Managing Director and Head of Transfer Agency EMEA & APAC, Asset Servicing, leads the Transfer Agency Services outside of the US. Jonathan joined the Bank in 2010 and has over 20 years of financial services experience. Prior to his current position, Jonathan was the Chief Administration Officer at International Financial Data Services Limited, StateStreet’s Transfer Agency organisation, for the last 13 years, where he had responsibility for all aspects of service to clients.

Mabel Chan Executive Director - Head of Distribution Sales - Asia UBP ASSET MANAGEMENT ASIA LTD

Roy Stockell EMEIA & Asia-Pacific Asset Management Leader ERNST & YOUNG

Roy is Ernst & Youngs's Head of Asset Management and Asset Servicing for Asia Pacific.  He has over 25 years experience in Asset Management, working within industry at JPMorgan Asset Management and INVESCO, and Advising the industry.  Roy has advised many clients in Operational Strategy, Market Entry, Target Operating Models, Acquisitions and Merger Integration.

Euan McLeod Head of Transfer Agency, Asia Pacific STATE STREET / IFDS

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(updated 18 April 2014)

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