2018 Sohn Hong Kong Investment Conference

The Karen Leung Foundation is proud to present our 6th Annual Sohn Hong Kong Investment Conference. The conference brings together Asia’s leading investors to support the fight against gynaecological and pediatric cancers by promoting research, education, prevention and optimal treatment.

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May 30, 2018
13:30 to 20:00
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About the event

The Sohn Conference Hong Kong, in partnership with the globally recognized Sohn Conference Foundation, is a must-attend event in Asia providing a forum for successful professional investors to present a market view or investment idea, allowing attendees such as sell and buy-side investment professionals, asset allocators, and private investors to gain valuable insights from leaders in the field. 

The half-day conference will have a great line-up of investment speakers, all experienced and successful investors who each will present a single investment idea or a market view to the Hong Kong audience.

All proceeds from the conference will go to support both the Sohn Conference Foundation’s and Karen Leung Foundation’s missions.

Address

Asia Society - 9 Justice Drive, Admiralty, Hong Kong

Program

1:00 pm

Registration

1:30 pm

Conference

6:30 pm

Cocktails

Speakers

Avinash Abraham

Chief Investment Officer, Torq Capital Management (HK) Limited

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Ben Melkman

Founder, Chief Executive Officer and Chief Investment Officer, Light Sky Macro LP

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Benjamin Fuchs

Chief Executive Officer & Chief Investment Officer, BFAM Partners

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Carl Huttenlocher

Founder, Managing Partner and Chief Investment Officer, Myriad Asset Management

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Clara Chan

Chief Investment Officer (Private Markets), Hong Kong Monetary Authority

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Eashwar Krishnan

Managing Partner, Tybourne Capital Management

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Hermes Li

Founder & Chief Investment Officer, Aspex Management

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Kok Hoi Wong

Founder and Chief Investment Officer, APS Asset Management Pte Ltd

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Rajesh Sachdeva

Founding Partner, Flowering Tree Investment Management

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Seth H. Fischer

Founder and Chief Investment Officer, Oasis Management

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Soren Aandahl

Founder and Chief Investment Officer, Blue Orca Capital

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Wesley Wong

Founder, Chief Executive Officer and Chief Investment Officer, Oxbow Capital Management

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Avinash Abraham

Chief Investment Officer, Torq Capital Management (HK) Limited

Avinash Abraham is Chief Investment Officer of Torq Capital Management. Mr. Abraham was previously Managing Director & Head of Asia at Balyasny Asset Management (“BAM”) where he was responsible for managing BAM's overall Asia business, leading the relationship with sell-side counterparties, recruiting talent for Asia, participating in the Asia books’ capital allocation process, and marketing with BAM's marketing team. In addition to his role as office head and Responsible Officer, he ran the Asia Industrials & Energy portfolio. Avinash joined BAM from Citadel, where he was a Portfolio Manager responsible for Pan-Asian Industrials and Energy. Prior to Citadel, Avinash worked at Och-Ziff Capital Management and in Merrill Lynch's investment banking division. Avinash graduated from the National University of Singapore in 2000 with a Bachelor of Engineering (Hons).

Ben Melkman

Founder, Chief Executive Officer and Chief Investment Officer, Light Sky Macro LP

Ben Melkman is the Founder, CEO and CIO of Light Sky Macro LP, a thematic and concentrated discretionary global macro investment company. Previously, Mr Melkman was a Senior Portfolio Manager of the Brevan Howard Master Fund. He also launched and was the CIO of the Brevan Howard Argentina Opportunity Fund. He began his career at Deutsche Bank, later joining Morgan Stanley where he launched and led the Macro Cross Asset team. Mr Melkman graduated from the London School of Economics with a First Class Hons BSc. Mr Melkman serves on the Board of Trustees for the United World College.

Benjamin Fuchs

Chief Executive Officer & Chief Investment Officer, BFAM Partners

Benjamin Fuchs founded HK based BFAM Partners in 2012. He has been on the ground successfully investing in Asian markets since 1992 and has deep experience transacting across the corporate capital structure. From 2009-2012 he ran Nomura Principal Investments Asia and from 1995-2008 worked at Lehman Brothers Japan where he built the Global Opportunities Group, a 65 person team. Benjamin started at Barings Securities, Osaka in 1992. Benjamin graduated Phi Beta Kappa from UC Berkeley with a BA in Economics & Near Eastern Studies in 1991. He has 4 amazing children and is an avid skier and Stand Up Paddler.

Carl Huttenlocher

Founder, Managing Partner and Chief Investment Officer, Myriad Asset Management

Carl Huttenlocher is the Founder, Managing Partner, and Chief Investment Officer of Myriad Asset Management. Myriad is a Hong Kong based multi-strategy hedge fund focused on Asia Pacific region with $5.4 billion AUM. Prior to founding Myriad in 2011, Carl served as the Asia Head at Highbridge Capital Management where he founded and managed the Highbridge Asia Opportunities Fund and was a member of Highbridge's global investment committee. Prior to Highbridge, Carl founded Intelligent Markets, a financial technology company based in San Francisco. Earlier in his career, Carl managed portfolios focused on Convertible bonds and Equity Derivatives in Europe, LatAM and Asia at Long Term Capital Management and Citadel Investment Group. Carl is on the global Board of Directors of Room To Read a charity focused on children's literacy in Asia and Africa. He holds a Bachelor of Science in Mathematics from MIT.

Clara Chan

Chief Investment Officer (Private Markets), Hong Kong Monetary Authority

Clara Chan joined the Hong Kong Monetary Authority (“HKMA”) in 2010 and was appointed Chief Investment Officer (Private Markets) in 2018. She is a founding member of the private markets team and has been leading the HKMA’s efforts in private equity, real estate, credit, infrastructure, co-investments and direct investments globally. She is the honouree of the 2016 Asia Industry Leadership Award of the 100 Women in Finance. Prior to joining the HKMA, Ms. Chan was a member of the Administrative Officer (“AO”) grade of the Hong Kong Special Administrative Region (“HKSAR”) Government responsible for subjects covering home affairs, transport and housing, and financial services and treasury. Key projects included cross-border infrastructure initiatives, the first issuance of Renminbi bonds in the HKSAR by the Ministry of Finance of the People's Republic of China, the inaugural Asia Financial Forum, and Islamic finance. Ms. Chan is also a barrister admitted by the High Court of the HKSAR. Before joining the HKSAR Government, her key expertise covered criminal law and judicial review.

Eashwar Krishnan

Managing Partner, Tybourne Capital Management

Eashwar Viswanathan Krishnan is the Managing Partner of Tybourne Capital Management, an equity investment management firm founded in 2012. Tybourne is a concentrated research-intensive fundamental investor in equity markets globally with an Asian thematic bias. The firm is headquartered in Hong Kong with an office in San Francisco. Prior to founding Tybourne, Eashwar spent twelve years as a Managing Director and Senior Analyst at Lone Pine Capital, a U.S. based investment management firm. In early 2007, Eashwar moved to Hong Kong to set up and manage Lone Pine Capital’s operations in Asia. Prior to Lone Pine Capital, he spent two years as an Analyst in the Principal Investment Area at Goldman Sachs. Eashwar earned degrees in Physics from St. Stephen’s College, Delhi University and Trinity College at the University of Cambridge. Eashwar and his wife Tzo Tze Ang are active supporters of cancer-related research at the Francis Crick Institute in London and at the Cambridge Cancer Centre. They also serve on the Campaign Board of Cambridge University to help raise awareness and funds for these causes.

Hermes Li

Founder & Chief Investment Officer, Aspex Management

Hermes Li is the Founder and Chief Investment Officer of Aspex Management, a Hong Kong-based family office and investment company focused on Pan-Asian equities investing with a bottom-up fundamental investment approach. Prior to founding Aspex Management in 2018, Mr. Li was an Executive Managing Director and Head of Asia Equities for Oz Management, one of the largest alternative asset managers globally. In his role, Mr. Li managed the OZ Asia Master Fund and oversaw Asia equities and private investments across the firm. Prior to joining Oz Management in 2011, Mr. Li worked at Goldman, Sachs & Co. in Hong Kong as an Executive Director in the FICC division managing a capital structure trading portfolio covering equities, convertible and high-yield investments. Mr. Li is from Hong Kong and holds a B.Sc. in Economics from the London School of Economics and Political Science.

Kok Hoi Wong

Founder and Chief Investment Officer, APS Asset Management Pte Ltd

Wong Kok Hoi is the founder and Chief Investment Officer (CIO) of APS Asset Management Pte Ltd (APS). Set up in 1995, APS currently manages USD3.1 billion* in assets. APS’s clients include sovereign wealth funds, pension funds, foundations, endowments, financial institutions and family offices. Mr. Wong has over 35 years of investing experience in Asia Pacific equity markets. Mr. Wong was a Senior Investment Officer, Asia Pacific Equities Department, at GIC from 1981 to 1985. He was Chief Investment Officer of Cititrust and Banking Corporation, Japan from 1986-1990. He was consultant to the Monetary Authority of Singapore from 2000 to 2001. He helped the National University of Singapore set up Singapore’s first endowment fund and served on its first Endowment Investment Committee. A Japan Mombusho scholar, he obtained his Bachelor of Commerce (Honours) degree from Hitotsubashi University. He has also attended Harvard University’s Investment Appraisal and Management Program. He is a CFA charter holder.

Rajesh Sachdeva

Founding Partner, Flowering Tree Investment Management

Rajesh Sachdeva founded FTIM ( Flowering Tree Investment Management Pte. Ltd.) in 2008, an Asian Equities focussed investment firm based in Singapore and manages the firm’s investment portfolio. From 2005 to 2008 he was a co-founder and partner at Sansar Capital, an Asian equity markets hedge fund adviser based in New York which at its peak managed in excess of $3 bn. For the first 11 years of his career, he focused on Asian investments both on the buy-side (as an investment analyst with Kingdon Capital and Alliance Capital) and on the sell-side, including as a director, Asian equity sales, for Citigroup Global Markets in New York. Rajesh received a post graduate degree in management from XLRI Institute of Management in 1993 (where he was a recipient of the Ram Awatar Chacha Gold Medal, awarded to the best student in Finance) and a BTech in mechanical engineering from IIT Delhi in 1991. Rajesh pursues a keen interest in Hindustani classical music and Bridge in his spare time. He is also an avid Jazz and Theater buff.

Seth H. Fischer

Founder and Chief Investment Officer, Oasis Management

Seth Fischer is the founder and Chief Investment Officer of Oasis Management, an Asia-focused multi-strategy investment group with a successful 15-year track record investing in all global markets across all capital structures. Prior to founding Oasis in 2002, Mr Fischer spent seven years at Highbridge Capital Management, where he managed the firm’s Asian investment portfolio. Mr Fischer served in the Israel Defense Forces after graduating from Yeshiva University, New York in 1993 with a Bachelor of Arts in Political Science. He is a Board Member of the Karen Leung Foundation, a Board Member of Carmel School in Hong Kong, and Vice Chairman of the Ohel Leah Synagogue Management Committee in Hong Kong.

Soren Aandahl

Founder and Chief Investment Officer, Blue Orca Capital

Soren Aandahl is the former director of research of Glaucus Research and the Chief Investment Officer of Glaucus Investments. In May 2018, Mr. Aandahl launched a new investment firm, Blue Orca Capital, to focus on global short activist investments. Under Mr. Aandahl, Glaucus was ranked the #1 activist short seller in the world in 2016, measured by performance and overall market impact. From 2011 to 2018, Glaucus shared 28 short investment reports alerting investors to publicly available evidence indicating that a company had materially misrepresented its financial performance, had misappropriated money raised from investors or was otherwise overvalued. In multiple instances, management was charged with securities fraud and the subject companies were delisted. Glaucus’ most notable activist short campaign in 2017 was Australia’s Quintis, which collapsed into administration after Glaucus alerted the market that Quintis had vastly overstated the value of its biological assets and concealed the termination of key customer contracts. Mr. Aandahl is regularly featured in the Financial Times, New York Times, South China Morning Post, Bloomberg and the Wall Street Journal on various topics including corporate governance, financial fraud and short selling. Prior to Glaucus, Mr. Aandahl was a securities and M&A attorney at the global law firm of Kirkland & Ellis in New York. Mr. Aandahl clerked for the Honorable Judge Algenon L. Marbley of the Southern District Court of Ohio, and in law school interned at the United States Attorney’s Office where he worked with lawyers on the Enron task force. Mr. Aandahl has a JD from Harvard Law School and a BA from the University of Chicago, from which he graduated Phi Beta Kappa.

Wesley Wong

Founder, Chief Executive Officer and Chief Investment Officer, Oxbow Capital Management

Wesley Wong is the founder and Chief Investment Officer of Oxbow Capital Management, an Asia-focused, fundamental equity long short firm launched in 2015. Prior to founding Oxbow, Wesley spent nine years at TPG-Axon Capital, where he led the firm’s Hong Kong office and investment process across Asian markets. Prior to joining TPG-Axon, Wesley started his career in private equity and corporate finance positions at Arsenal Capital Partners, The Blackstone Group and Credit Suisse in New York. Wesley graduated with a BS in Economics from the Massachusetts Institute of Technology in 2001.

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