Sixteenth Annual Risk Management Conference: Post-Conference Workshop
Date:
01 August 2023
Venue: Conrad Centennial Singapore
Jointly organized by IACPM and RMI
Credit Portfolio Management Educational Workshop
This Workshop provides an essential course on the basics of credit portfolio management, including Evolution of Risk and Credit Portfolio Management and Applied Topics. Among the issues to be addressed are: IFRS 9 and implementation impact; balancing the multiple constraints of liquidity and capital in practice; applied discussions on counterparty risk; expanding roles of development banks and their private sector operations and case studies on current risk and portfolio management business models and practices. Participants will gain practical knowledge and valuable insights on credit portfolio management organization, tools and techniques from senior practitioners at major financial institutions.
Speakers
Rohit Agarwal
Lead Consultant
AXA Climate
Rohit Agarwal
Lead Consultant
AXA Climate
Rohit is a Lead Consultant at AXA Climate and based in Singapore. He has overall 19 years of experience in finance having worked at JP Morgan, Deutsche Bank, Fitch Ratings and MSCI.
In terms of sustainability related experience, Rohit was involved in the go-to-market strategy for Sustainable Fitch's ESG products and was APAC Head of ESG Issuer Relations at MSCI.
Rohit obtained his Masters in Business Administration from Xavier Institute of Management, India.
Vivek Chandiramani
Managing Director
Awbury
Vivek Chandiramani
Managing Director
Awbury
Vivek Chandiramani is Managing Director of Awbury’s Asia Pacific business based in Singapore. He is responsible for origination, structuring, and client engagement in Asia.
Prior to joining Awbury, Vivek spent 28 years at J.P. Morgan where he earlier focused on structuring, risk analysis, and relationship management; developing bespoke solutions for clients across Debt Capital Markets and Leveraged & Acquisition Finance. Vivek then transitioned into leadership roles as CRO for ASEAN; APAC Head of the Commercial Bank and COO for North Asia CIB. He also served on the board of J.P.Morgan’s Asia Pacific Executive Management Committee and has intimate knowledge of the Asia Pacific region.
Vivek holds a B.Sc. degree in Computer Information Systems, with a minor in Marketing. More recently, Vivek completed certifications in Digital Transformation with Imperial College Business School (UK), as well as Blockchain & Digital Assets with the Digital Asset Council for Financial Professionals (USA).
Joicy Dinh
Vice President, Distribution APAC
Deutsche Bank
Joicy Dinh
Vice President, Distribution APAC
Deutsche Bank
Joicy is senior banking professional with recognised MBA (specialised in Finance) from SMU, deep experience with debt syndications, debt origination and distribution, loan sales and trading, and structured financing. Collaborative communicator with curated network of banks and institutional investors including hedge funds, credit funds, developmental FIs, mezzanine and private equity investors. She has been with international banks such as SCB, MUFG and SMBC throughout her entire career.
Edwin Lee
Managing Director and Head of Risk Strategy & Analytics
OCBC Group
Edwin Lee
Managing Director and Head of Risk Strategy & Analytics
OCBC Group
Edwin is Managing Director and Head of Risk Strategy & Analytics at OCBC Group. He is responsible for assessing and managing the Group’s risk appetite against top and emerging risks in the operating environment, and for shaping the credit portfolio to achieve sustainable growth.
Som-lok Leung
Executive Director
International Association of Credit Portfolio Managers (IACPM)
Som-lok Leung
Executive Director
International Association of Credit Portfolio Managers (IACPM)
Som-lok Leung is the Executive Director of the International Association of Credit Portfolio Managers (IACPM). The IACPM is a non-profit industry association dedicated to advancing the practice of credit portfolio management through advocacy, research, education, communication and promotion of sound practice. The association has grown enormously in its 20 year history; its membership now comprises over 125 financial institutions around the globe. In his role, Som-lok oversees all aspects of the association, and reports to the IACPM Board of Directors.
Previously, Som-lok was a Senior Director in the Moody’s KMV (now Moody’s Analytics) Client Solutions group, working with a wide range of banks, insurance companies, and asset managers. Prior to joining MKMV, Som-lok accumulated over a dozen years of risk management experience, both in staff positions and as a management consultant. Som-lok has been Director of Risk Policy at Nomura Securities, responsible for covering both market and credit risk on the New York trading floor, and also Director of Credit Risk Control at the Union Bank of Switzerland in NY, responsible for both counterparty credit risk and risk measurement and management for the corporate loan portfolio. This followed a career as a management consultant at Oliver, Wyman & Co. that focused primarily on risk management. Som-lok graduated summa cum laude from Harvard University.
Aniket Jalgaonkar
Climate Consulting Lead, APAC
AXA Climate
Aniket Jalgaonkar
Climate Consulting Lead, APAC
AXA Climate
Aniket is a Lead Climate Change Consultant at AXA Climate. He has extensive experience spanning over 16 years in consulting and has worked across several countries and regions of the works, including Asia Pacific advising clients across sectors on risks and vulnerabilities due to climate change on their assets and operations, and develop detailed adaptation and resilience plans specific to the asset/business context. Prior to this, Aniket has worked for an international sustainability consulting firm for over 15 years.
Kenji Matsumoto
Managing Director
MUFG
Kenji Matsumoto
Managing Director
MUFG
Kenji is Managing Director and Head of CPM for APAC at MUFG bank. He is responsible for credit portfolio management in Asia & Oceania by partnering with relationship managers and product offices to improve risk return of the portfolio as well as to provide solutions to mitigate credit risk of the bank.
Prior to current position, Kenji worked in CPM at Tokyo Head Office and in charge of Significant Risk Transfer of global loan portfolio and also worked in Investment Banking in New York.
Kenji holds a Bachelor from Osaka University and an MBA from IESE Business School.
Weimin Miao
Co-founder & CEO
Criat
Weimin Miao
Co-founder & CEO
Criat
Dr MIAO Weimin is the Co-founder & CEO of Criat, an NUS spin-off company providing forward-looking data-driven credit analytics to banks, insurance companies, asset managers, etc. for risk and investment management globally. Prior to Criat, he was a Senior Research Fellow and the Operations Lead of the Credit Research Initiative at NUS.
Dr Miao is expert in credit analytics, optimization, statistics and machine learning. He has co-authored several research papers published in top-tier journals and co-developed sophisticated credit risk solutions for renowned financial institutions, e.g., the BuDA automated stress testing solution for IMF’s policy work.
Dr Miao holds a Bachelor from Peking University, a Master from University of Chinese Academy of Sciences, and a PhD from NUS.
Victor Ong
Deputy Global Head, Portfolio Management, Capital Risk Solutions AXIS Capital
Victor Ong
Deputy Global Head, Portfolio Management, Capital Risk Solutions
AXIS Capital
Victor Ong, CFA, FRM is the Deputy Global Head, Portfolio Management, Capital Risk Solutions for AXIS Capital (“AXIS”) – a leading provider of risk transfer solutions to banks, export credit agencies and multilateral development banks for project financing, aviation financing and structured credit assets.
Victor has close to two decades of experience covering structured financing and credit investments in private and public markets. At AXIS, Victor currently leads the due diligence and portfolio management for Significant Risk Transfer (“SRT”) and project finance transactions globally.
Prior to AXIS, Victor worked for Standard Chartered Bank (“SCB”) as a Project Finance banker in Singapore and as an Origination and Coverage banker in Hong Kong. Also as a member of SCB’s Structured Credit Investment Group in London, Victor was involved in fixed income, CLO and ABS investments.
A thought leader on SRT, sustainable infrastructure and renewable energy financing, credit portfolio management and risk mitigation, Victor has spoken at events organized by Association of Financial Markets in Europe, World Bank, International Association of Credit Portfolio Managers, ASEAN Energy Centre and International Project Finance Association. He has been an instructor/course leader for the CFA Society Singapore-Keppel Capital Infrastructure Financing and Investing workshop.
Victor holds an MBA from INSEAD and has a double degree (magna cum laude) in Business Management and Accountancy from Singapore Management University. He also holds the Sustainability and Climate Risk (“SCR”) certificate from GARP.
Victor currently serves on the board of CFA Society Singapore- the 7th largest CFA Society globally and sits on the Society Engagement Council for the CFA Institute Asia-Pacific Research Exchange (“ARX”)
Frankie Phua
Managing Director
Head of Group Risk Management
UOB
Frankie Phua
Managing Director
Head of Group Risk Management
UOB
Frankie Phua is the Managing Director and Head of Group Risk Management at UOB. In this role, he oversees all risk management matters for UOB Group including credit risk, market risk, balance sheet risk, operational risk, fraud risk, technology risk, product control and model validation. Prior to joining UOB Risk Management, Frankie spent more than 10 years in the frontline in Corporate/Commercial banking.
Over the past 20-plus years in his career with UOB, Frankie has developed expertise in areas such as credit risk modelling, counterparty credit risk, economic capital, stress testing, credit portfolio optimization and country risk management.
Frankie, a seasoned risk practitioner, is an active contributor to the risk management community. He was actively involved with the industry to co-create the ABS Guidelines on Responsible Financing and MAS’s Guidelines on Environment Risk Management for Banks. He is also a member of the MAS Green Finance Industry Taskforce. Currently he is Chairman and a Director of the Board of the Singapore Chapter of the Risk Management Association ("RMA"), an organization associated with RMA USA. He is appointed by Risk Management Institute (“RMI”), National University of Singapore ("NUS") as a lecturer for the Specialist Diploma course in Credit Risk Management – Corporate Banking. He is also regularly engaged by NUS RMI to teach customized risk management courses specially tailored to clients' needs.
Frankie was conferred the IBF Distinguished Fellow Award in Risk Management. The "IBF Distinguished Fellow" is a prestigious title conferred upon industry leaders who are the epitome of professional stature, integrity, and achievement. The Distinguished Fellows serve as a beacon of excellence for the banking industry in Singapore.
Martin Smith
Founder
13 Elements Consultancy
Martin Smith
Founder
13 Elements Consultancy
Martin Smith is the founder of 13 Elements Consultancy. He has worked in financial services compliance for over 20 years, including with Morgan Stanley, HBOS, the National Bank of Greece and Credit Suisse. At Credit Suisse he was most recently the APAC Director for Global Sustainability & Governance Risk, taking a lead on designing frameworks and controls covering the Private and Investment Banks. He was also the lead author of the Bank’s Global Greenwashing Policy. Prior to that he served for over sixteen years as the APAC Compliance Department’s Chief of Staff and COO, overseeing regulatory affairs, governance, training, reporting and escalation.
Teck Kin Suan
Head of Research, Executive Director
Global Economics and Markets Research
UOB
Teck Kin Suan
Head of Research, Executive Director
Global Economics and Markets Research
UOB
Teck Kin joined UOB as an economist in 2006. In his current role as Executive Director in Global Economics and Markets Research, he is responsible for macroeconomic and foreign exchange research with a primary focus on China, Hong Kong and Taiwan, and secondary coverage for the ASEAN region. As a member of the Research team, he presents the team’s market views regularly to the Bank’s management team and clients in Singapore and the region.
Teck Kin has more than ten years of experience in macroeconomic and equity research. Fluent in English and Mandarin, Teck Kin is interviewed frequently by local and international print and broadcast media, as well as financial newswires on the economic and market outlook.
Prior to UOB, Teck Kin held various positions in equity and credit analysis in other financial institutions in Singapore, Canada and Taiwan.
Teck Kin graduated with a Master's degree in economics and a Bachelor of Business Administration degree from the Simon Fraser University, Canada. He is also a Chartered Financial Analyst charterholder.
Fees
SGD 500
*Prices are subject to 8% GST.
If you have questions or would like additional information, please contact Marcia Banks at the IACPM, marcia@iacpm.org or Li Lei at RMI, rmill@nus.edu.sg