Loretta Lau is an accomplished member of the WIFA 2023 steerco committee, known for her strong advocacy for gender equity. As the co-chair of HSBC Asset Management’s gender equity workstream and an ambassador with the Diversity Project, Loretta is dedicated to promoting female empowerment, and diversity and inclusion within the financial industry. She also devotes her time to cultivating young talent and plays a key role in HSBC’s graduate trainee and mentorship programs in Asia. In her professional life, she serves as the Head of Asia Strategy and Corporate Management at HSBC Asset Management, while outside of work, Loretta continues to expand her knowledge and skills through pursuing an executive MBA program at Kellogg-HKUST, and she enjoys travel, music and art events, hiking and step counts.

Bernice works in Bloomberg’s Enterprise Sales and covers clients in the banking industry. Her positivity and hardworking attitude drives confidence in the sales strategies and projects that she leads in APAC. She is a strong believer in staying curious, constant learning and giving back. She is co-chair for the Bloomberg Women’s Community and helps to promote internal and external events within the women’s network. Bernice’s enthusiasm in diversity and inclusion related topics drew her to attend WIFA events. She was inspired by like-minded professionals and became a committee member in 2018.

Bernice holds a BA from Boston College with a major in Art History and minor in French. Prior to her career, she has also co-founded the Lean In at Boston College chapter inspired by Sheryl Sandberg.

On the weekends or her spare time, you will find her doing yoga or on hiking trails with her blind dog, and enjoying quality time with friends and family over good food and wine.

Ida Lee is a Global Investment Specialist for China Market of J.P. Morgan Private Bank in Asia. Based in Hong Kong, she is responsible for delivering portfolio management and investment advisory services across equities, fixed income, currencies, and alternative investments to ultra-high-net-worth China clients.

Ms Lee has been with J.P. Morgan Private Bank for 11 years across Hong Kong and Singapore. Ms Lee is the leadership committee of Women on The Move Hong Kong in JP Morgan, ESG committee of Women in Finance Asia and selection committee of United World College Hong Kong.

Ms Lee holds a Bachelor in Business Administration from Hong Kong
University of Science and Technology and attended study abroad program at Guanghua Business School, Peking University.

As part of Bloomberg’s Asia ESG research team, Michelle Leung takes lead in climate related ESG strategies, data solutions and analysis for clients worldwide. Before joining the ESG team, she had over 15 years equity, industry and IPO research experience with Bloomberg and few other international and Chinese investment banks, covering various sectors including coal, materials and utilities in Asia. She has been an active speaker at global-scale coal and energy conferences. She was also the ranked analyst for institutional investor and Asiamoney, as well as one of the top three earnings estimators for Starmine. She is also a WIFA ESG committee member. She graduated from the University of Michigan’s Ross School of Business and became EFFAS’ Certified ESG Analyst in 2022.

Connie is a Director, Marketing Specialist at Bank Julius Baer, in charge of marketing activities in Greater China. She has over 20 years of experience in brand management, product marketing, corporate communications & public relations in international financial institutions . Previously she has also worked as branding consultant for other charity organizations and currently participating in the WiFA Mentor Mentee Programme and acting as Marketing Lead for WiFA.

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Isabelle’s banking career spans nearly two decades across Relationship Management, Sales, Strategy & Strategic Execution, Sale of Businesses and Deals in Hong Kong, United Kingdom, Switzerland, and Mauritius. She has worked at Abn Amro, Deutsche Bank and Bank of America.

She was member of the Deutsche Bank’s women’s committee ‘WEB’, which was subsequently rebranded to ‘dbGo’ both in London and in Hong Kong from 2010 – 2017, covering re-branding, sponsorship engagement and mentoring.

Isabelle has been mentoring and coaching both junior and seasoned professionals since 2009 across the financial industry. She presently also serves as a strategic advisor to Time Auction, a charity that advocates volunteerism, while connecting skilled volunteers with NGOs.

Presently, Isabelle is on a career break, pursuing her full time postgraduate diploma in Innovation & Design Thinking, a programme co-conducted by MIT’s Sloan School of Management, Columbia Business School, and Dartmouth’s Tuck School of Business.

Olivia was a prior mentee in the mentor-mentee program organised by WIFA and found it invaluable in navigating her job change during the pandemic. This inspired her to get involved in WIFA and work to provide similar such opportunities to all women looking for career development related support. 

With over 10-years of experience working in banking in Hong Kong, Olivia is currently the investment risk and quant analyst for APAC in Citi Investment Management. She is responsible for a combination of investment risk analytics, as well as leading quant-driven strategy for multi-asset discretionary portfolios and mutual funds. Previously, Olivia helped set up Citi Private Bank’s Investment Lab in Hong Kong, providing portfolio analytics and investment advice for ultra-high net worth clients. 

Olivia holds a master’s degree in physics from the University of Oxford, and a masters in Management from London Business School. Outside of work Olivia is a dog-lover, musician and swims regularly. 

Inspired by Perseverance, Persevere to Inspire

Yoga is not about being flexible, instead it is about showing up. Showing up on your mat daily with no expectation of how it will go. Yoga is about doing your practice wholeheartedly and trusting that you attain the freedom you never imagined. Freeing our mind in every moment; bringing the awareness to your body and mind.

In supporting her daughter in becoming a professional athlete, Carrie started her first Yoga Teacher Training to understanding the anatomic and energetic theories of yin yoga. It incorporates applications of functional anatomy and Chinese meridian theory into a variety of effective sequencing techniques in yoga classes.

Subsequently, Carrie received her foundation and advanced teacher trainings with Patrick Creelman, internationally renowned alignment-based teacher training. Under his mentorship of the Asia’s pioneering yoga teacher Patrick, Carrie went through an extensive and thorough training that has inspired and deepened her understanding of the profound transformative power of yoga. The perennial wisdom of yoga encompasses a comprehensive study of the techniques and mechanics of the fundamental postures as well as tools necessary to teach and inspire others including practice of meditation, pranayama, yoga philosophy application and, hands-on adjustments and etc.

A RYT 500 teacher, Carrie teaches alignment-based yoga, yoga therapy and yin yoga. As a practitioner who has experienced the transformative power of the ancient art and& science, she prioritizes in teaching yoga from the heart, helping her students to soothe their body aches and sore muscles, ground themselves by accessing strength and lightness from within. Come join her in class, jam to tunes, move with grace, find inner peace and leave inspired!

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