我要做「金」主 - GUM MPF FORUM 2025

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Profile Details

Alex Ansari

Director, People & Organization

PUMA Asia Pacific

Alex is an accomplished human resources leader with over 15 years of experience driving strategic people initiatives across Asia Pacific. As Director of People & Organization at PUMA, he leads the regional Compensation & Benefits function and oversees HR operations for the Group Sourcing division, partnering closely with global leadership to align people strategies with business goals. Throughout his career, Alex has built a reputation for delivering impactful HR solutions in complex, multicultural environments. His expertise spans compensation strategy, organizational development, HR systems implementation, and expatriate management. He has successfully led large-scale projects including regional payroll outsourcing, performance management system rollouts, and the development of market-aligned salary structures across diverse geographies such as Hong Kong, China, Japan, Korea, Southeast Asia, and Oceania. Alex has been instrumental in shaping regional C&B frameworks and supporting HR transformation initiatives. His early career in software development and systems integration brings a unique analytical and digital perspective to his HR leadership. He holds a Bachelor of Applied Science in Computer Engineering from the University of British Columbia and is passionate about building inclusive, high-performing cultures that empower people to thrive.

Dr. Billy Mak Sui-Choi, M.H.

Associate Professor, Department of Accountancy, Economics and Finance

Hong Kong Baptist University

Dr. Billy Mak is currently the associate professor of the Department of Accountancy, Economics and Finance, and associate director (Financial Policy) of the Centre for Corporate Governance and Financial Policy, Hong Kong Baptist University. His research topics focus on the equity market, financial planning, and the Hong Kong property market. He has authored numerous publications and papers on securities markets and investment. Dr Mak is frequently interviewed by the media on the HK economy and property market issues, and he is the guest host of Metro Finance Radio. He is also a special contributor to various newspapers. On professional and community services, Dr Mak is currently, deputy chairman of the HKSAR Mandatory Provident Fund Schemes Advisory Committee, member of the HKSAR Deposit Protection Appeals Tribunal, member of the Steering Committee for WAM Pilot Programme (the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector), member of the Registration Committee of Hong Kong Gold Exchange, member of HKSAR Standing Commission on Civil Service Salaries and Conditions of Service, member of Hong Kong Maritime and Port Development Board, member of the HK Housing Authority and member of Competition Commission.

Christopher Lau

Chief Investment Officer

GUM

Christopher has over 20 years of experience in consulting and asset management, advising multinational companies on pension and investment matters. Before joining GUM, he led the investment and product strategy for the pension business of a leading asset manager and retirement schemes provider in Hong Kong and Asia.

Davin Bau

Assistant Vice President and Head of Sales, Hong Kong Retirement

Manulife (International) Limited

Davin Bau is Assistant Vice President and Head of Sales, Hong Kong Retirement, Manulife (International) Limited, responsible for leading and driving the business development of both pension (MPF & ORSO) and group benefits (Life & Health) business of Manulife Hong Kong across agency, bank and broker channels. In his role, Mr. Bau plays an instrumental part in boosting Manulife's pension business growth and has contributed positively towards the company's MPF leadership position in Hong Kong through effective sales strategies. Mr. Bau has more than 30 years of pension sales experience and strong channel relationships. Prior to joining Manulife, he oversaw direct sales for AXA's local pension and group insurance business. Before that, he held a manager position at HSBC Insurance in Hong Kong, overseeing employee benefits sales. Mr. Bau obtained a Professional Diploma in Financial Planning and a Professional Diploma in Retirement Schemes Management from HKU SPACE and a Bachelor Degree of Business Administration in the UK.

Dr. Gloria Siu

Chief Executive

GUM

Dr. Gloria Siu is the Chief Executive of GUM, a boutique consulting firm which provides solutions to corporate on MPF and employee benefits. Gloria has over 20 years of experience in the insurance industry; expertise on all industry aspects including corporate pension, employee benefits, general insurance and financial planning, from operations to business development; individuals to corporations. With the aim to increase public awareness on MPF and retirement, Gloria led the GUM Research Team to conduct MPF focused studies and publish findings every year. Holding her belief in active management and continuous education, more than 300 seminars on various MPF development topics were conducted and the unique corporate solution – Pension Advisory Model was developed. Gloria is also in great interest to the healthcare development in Hong Kong, research focuses on employment based health insurance value and efficiency. A member of the standing Advisory Committee of Investor Education Centre (IEC) and Investigation Panel of the Hong Kong Institute of Certified Public Accountants (HKICPA) appointed by the Financial Services and the Treasury Bureau since Year 2017, Gloria holds an MBA from the University of Leicester, UK and a business administration doctorate degree from The Hong Kong Polytechnic University.

Henry Hung

Executive Director, ePension Services

iFAST ePENSION Service Limited

Henry Hung is designated as Director, Outreaching, and Marketing & Digital Adoption. In the current position, he takes the leadership and oversight role of Outreach & Marketing Team and responsible for delivering various engagement activities with different stakeholders. He has around 10 years of experience in delivering the training on different financial service related topics, covering wealth management, investment allocations and fintech, etc. Prior to the current position, Henry has extensively worked in different position of the financial service industries. He had taken a management role in different functional unit including business development, fixed income securities dealing, business analyst and digital transformation. He is also a charter holder of Certified Financial Analyst (CFA).

Katrina Lam

Head of Employee Services

GUM

Katrina Lam is an accomplished professional with over 8 years of experience in the employee benefits industry, working across consultancy firms and insurance companies. With a strong focus on enhancing employee experience and engagement, she has developed and implemented strategic communication initiatives tailored to meet clients' specific needs. She directs a team dedicated to providing member education and consultation sessions, positively impacting over 5,000 individuals each year. Katrina commitment to fostering informed workplace environments underscores a passion for empowering employees through effective benefits solutions.

Martin Wan

Strategy and Investment Analytics Director

GUM

With over 10 years of experience in pension, investment, and in-house strategy roles, Martin's focus is to help corporate clients address pension-related challenges and optimize employer pension spending. His major areas of focus include formulating pension product propositions, handling pension consulting projects, and ensuring strategic alignment.

Michael Chan

Managing Director

GUM

Mr. Michael Chan is responsible for the development of strategy to drive healthy and steady growth of GUM. Michael has over 30 years of international life insurance and wealth management experiences. He took on a number of management positions in a reputable multi-national life insurance and wealth management company for more than 17 years, where he had worked as a product line manager of life and medical insurance products. He was also the country manager of Malaysia as CEO of the public listed company until he joined GUM (formerly ''Gain Miles'') in April 2013. Michael was the Chairman of the Board of the Medical Insurance Association of the Hong Kong Federal of Insurers from 1999 to 2000 and the first Chairman to publish the Medical Insurance Claim Statistical reference report. A fellow Member of the British Royal Chartered Institute of Management Accountants, Associate Member of Hong Kong Institute of Certified Public Accountants, qualified member of the society of Registered Financial Planners and Life Insurance Management Research Association, Michael holds an Accounting Degree from the Hong Kong Polytechnic University.

Wallace Lau

Chief Corporate Affairs Officer and Executive Director

Mandatory Provident Fund Schemes Authority

Mr Wallace Lau joined the Mandatory Provident Fund Schemes Authority (MPFA) in December 2023 as Chief Corporate Affairs Officer and Executive Director. He is responsible for the formulation of MPF policies and regulations, external affairs and liaison, as well as the corporate affairs of the MPFA. Before joining the MPFA, Mr Lau served as an Administrative Officer up to Deputy Secretary/ Commissioner in various bureaux and departments of the Government of the Hong Kong Special Administrative Region, responsible for home and youth affairs, Chief Executive's Office, transport and housing, education as well as food and environmental hygiene, etc. He is currently a member of Hong Kong Academy of Finance and Steering Committee of Asian Financial Forum 2026 as well as an Honorary Advisor of Hong Kong Volunteer Award.

Wilson Au

Director & Head of Market Strategists, Wholesale Business

HSBC Asset Management

Wilson Au is Director & Head of Market Strategists, Wholesale Business for HSBC Asset Management. Wilson provides market insights together with actionable fund strategies, supporting the retail and private bank distribution of HSBC funds in Hong Kong and China. He is a spokesperson of HSBC Asset Management, responsible for communication of the firm's investment outlook and key investment events to their wholesale clients and investors. Prior to joining HSBC in February 2019 as Senior Market Specialist, he was a Client Director at Fidelity International. He also served as Portfolio Counselor at Citigold Private Clients where he provided multi asset classes allocation & advisory services to their high net worth clients. Prior to Citi, he spent over 11 years at the Sydney and Hong Kong offices of State Street Global Advisors with his last position as Portfolio Manager, Active Asia Pacific ex Japan Equities, where he was responsible for the portfolio management of their suite of active equities strategies in the region. Wilson has received a Bachelor of Commerce degree, majoring in Accounting and Business Law from Macquarie University, Australia. He is a Chartered Financial Analyst and a member of CPA Australia.

Yumi Cheung

Business Strategy Consultant

GUM

Yumi Cheung is the Manager of Pension Investment & Employee Services at GUM. She has extensive experience in pension services for corporate clients and focuses on building a bridge between employers and employees. Her previous experience includes employee communication, business solutions, and wellness solutions for corporate clients. Her current focus involves managing existing pension blocks and ensuring GUM's value proposition is delivered to corporate clients. She plays a pivotal role in supporting the eMPF onboarding journey for GUM clients, ensuring smoother adoption of the eMPF platform. She also drives various surveys, including those for employers and employees, to keep clients informed about market trends and best practices for different pension arrangements. This supports employers in making informed decisions and engaging in various pension-related topics, such as the abolition of MPF offsetting.

Zita Chung

Head of Fund-of-Funds Investment

AIA Investment Management HK Limited

Ms Zita Chung leads the multi-assets portfolio management activities in AIA Investment Management HK Limited, managing public funds including those on Hong Kong and Macau retirement platforms. She has over 23 years of portfolio management experience across multiple assets classes. Prior to joining AIA, Ms Chung was the Chief Investment Officer leading investment activities across Sun Life Asset Management (HK). She joined Sun Life as a Senior Portfolio Manager for the insurance portfolios and later took on a leadership role in the regional office, driving strategic initiatives and investment activities across Asia. Prior to that, Ms Chung was a Director of Consulting at Mercer Investment Consulting providing investment advice for institutional clients in the region. Before moving back to Hong Kong, she managed an unlisted private infrastructure fund in Hastings Funds Management. She is a Fellow of Institute of Actuaries of Australia and holds a Master of Commerce from the Macquarie University, having previously completed the Bachelor of Commerce and Bachelor of Engineering (Honours) from the University of Melbourne.

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