Thailand Investment Conference 2017 | CFAInstitute | 22 June 2017 | Bangkok, Thailand

Rapid and profound changes are taking shape in the investment management industry as it confronts disruptive forces—technological advances, shifts in investor preferences, changes in return expectations, and demographic shifts. These forces will make the investment profession of tomorrow very different from the one we know today.

The profession’s future is further complicated by the commoditization of investment services, downward pressure on fees, and misaligned business models that overlook some of the customers' needs. Now, it has become even more imperative to raise awareness of these issues to ensure that the financial industry puts the interests of the investors before its own and functions to facilitate the real economy.

Jonathan A. Boersma, CFA, is head of Professional Standards and executive director of the Global Investment Performance Standards at CFA Institute. He is responsible for developing, maintaining, and promoting the GIPS standards, Code of Ethics and Standards of Professional Conduct, and other CFA Institute standards of practice. This includes coordinating and supporting related educational and public awareness activities. Mr. Boersma is a frequent speaker on ethics in the investment industry. He holds a BS degree in economics from the University of Wisconsin.

Pornanong Budsaratragoon, CFA, is head of the banking and finance department and director of the master of science program in corporate governance, faculty of commerce and accountancy, at Chulalongkorn University. She also serves as a member of the risk management and internal control committee at Chulalongkorn University, member of the education committee of the Thai Financial Planner Association, member of the subcommittee on Consideration of Regulation on Asset Management, and member of the working group on examination and assessment standards for the Stock Exchange of Thailand. Dr. Budsaratragoon holds a BBA in quantitative analysis from Chulalongkorn University, an MBA in management information systems from University of Dallas, and a DBA in finance from Chulalongkorn University.

Jomkwan Kongsakul, CFA, is director of the investment management policy department at the SEC Thailand, where she is responsible for supervising mutual fund offerings both for domestic collective investment schemes (CIS) and for the cross-border offerings of foreign CIS. Prior to this position, she served as director of the department for corporate finance—debt and other products and as senior assistant director of the investment management supervision department. Prior to joining the SEC, Ms. Kongsakul worked for Citibank, N.A. Bangkok as a mutual fund supervisor. Ms. Kongsakul also lectures for universities, regulatory organizations, and course providers. She holds a bachelor’s degree from Thammasat University and master’s degree from Chulalongkorn University.

Win Phromphaet, CFA, is chief investment officer at CIMB-Principal Asset Management, where he is responsible for overseeing global investment strategies and portfolio management of domestic fixed income and equities. Previously, he was head of investments and deputy spokesperson of the Social Security Office, Thailand's largest institutional investor. Additionally, Mr. Phromphaet teaches finance courses at Thammasat University, NIDA, and Assumption University, and he serves as vice president of CFA Society Thailand and as director of the Association of Investment Management Companies. He was honored as an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. Mr. Phromphaet holds a BA in economics (international program) from Thammasat University and an MBA from Rotterdam School of Management, Erasmus University.

Andrew Sheng is distinguished fellow at the Asia Global Institute, University of Hong Kong. Additionally, he is chief adviser to the China Banking Regulatory Commission, a board member of Khazanah Nasional Berhad, and a member of the international advisory councils of China Investment Corporation, China Development Bank, China Securities Regulatory Commission, Securities and Exchange Board of India, and Bank Indonesia Institute. Previously, Mr. Sheng served as a chairman of the Securities and Futures Commission of Hong Kong and as a central banker with Hong Kong Monetary Authority and Bank Negara Malaysia. He writes regularly on international finance and monetary economics, financial regulation, and global governance for Project Syndicate, AsiaNewsNet, and leading economic magazines and newspapers in China and Asia. Mr. Sheng is coauthor of the book Shadow Banking in China: An Opportunity for Financial Reform.

Andrew Stotz, CFA, is CEO of A. Stotz Investment Research, an independent research firm that helps companies improve their financial performance and helps individuals and institutions build wealth through stock selection and portfolio management. He is also a cofounder of CoffeeWORKS Co. Ltd., Thailand’s leading specialty coffee roaster. Dr. Stotz is a university lecturer in finance and has authored two books: You Won’t Get Rich in the Stock Market. . . Until You Change the Way You Think about It and Transform Your Business with Dr. Deming’s 14 Points. He currently serves as the President of CFA Society Thailand. Dr. Stotz holds a PhD in finance from the University of Science and Technology of China.

Rapee Sucharitakul is the secretary-general of the Securities and Exchange Commission, Thailand. He also serves as a member of the State Enterprises Policy Committee. Previously, he served in policymaking, consulting, and management and as a member of the board of governors of the Stock Exchange of Thailand. Mr. Sucharitakul also served as director of Thailand Futures Exchange, Federation of Thai Capital Market Organizations, the Thai Institute of Directors Association, and KASIKORNBANK Plc. Additionally, he served as executive chairman of KASIKORN Securities Plc., executive chairman of KASIKORN Asset Management Company Limited, adviser to the president of Muang Thai Life Assurance Plc., and independent director of Big C Supercenter Plc. Mr. Sucharitakul holds an LLM in commercial law from the University of Bristol and an LLB from the University of Essex.

Chatchai Thisadoldilok, CFA, is the director of research of the capital market policy division at the Securities and Exchange Commission, Thailand. Previously, he was working for banks where he delivered such new products as securitization programs and supply chain financing to the market. As a capital market policy researcher, Mr. Thisadoldilok’s research interests include investment management, corporate finance, and financial intermediaries and markets.