16th Steel Markets Asia Conference

Sid has nearly 10 years of work experience in market analysis and management consulting within the global metals and mining industry. Sid started his career in 2009 with the UK based CRU International as a management consultant. and worked on a number of feasibility, mergers & acquisitions and market forecast studies in iron ore, steel, copper & fertiliser markets. Sid moved to Singapore to join Anglo American in 2013 as an analyst on the metallurgical coal desk. Subsequently, Sid has moved within different Business units and currently head the iron ore market analysis & strategy for the Anglo American marketing group based in Singapore.

During the last 3 decades, Sridhar has worked in a variety of industries, namely process automation, engineering consulting, sales and marketing and in mergers and acquisitions.

Currently Sridhar Krishnamoorthy is the Managing Director of Arjas Steel Private Limited India Pvt Ltd). He has been with the company since Nov 2013.

Prior to joining Arjas Steel India, he has worked

- 6 years in Abu Dhabi with Emirates Steel and its parent company Senaat as their Vice President responsible for inward M&A in the iron and steel areas of business

- 12 years with ArcelorMittal (in Kazakhstan, Dubai and China) in various commercial roles

Prior to that Sridhar was working in Process Automation field (in Australia) and in Engineering Consulting in Thailand.

Sridhar has a Bachelors’ degree in Chemical Engineering from IIT Madras India, a Masters in Energy Technology from the Asian Institute of Technology Thailand and MBA from Monash University Australia.

He speaks several languages including Hindi, Tamil, Chinese, Russian, Thai and Arabic.

Tracy Liao has been a Commodities Strategist at Citi Research in Hong Kong since 2014, with primary coverage of industrial metals. Tracy was ranked as No. 1 Asian commodity analyst and No. 5 global commodity analyst in 2020 Institutional Investor Survey. Prior to Citi, Tracy held positions at top investment banks and think-tanks. Tracy holds a Master’s degree from the Johns Hopkins University School of Advanced International Studies and a Bachelor’s degree in economics and international politics from Peking University.

Isha has around 15 years of experience in industry analysis, company research, and engaging in bespoke research assignments with an array of clients. She has strong domain expertise in Commodities (Metals & Cement), Infrastructure, Real estate, and the Technology, Media and Telecom space. She has excellence in engaging with diverse stakeholders across Ministry, Associations, Bankers, Corporates, and global miners and traders.

She is adept at business intelligence, thought leadership, financial analysis, and team management. She has also led new product development especially in commodities space apart from driving regular research engagements.

Prior to this, Isha has worked with Boston Analytics for 2.5 years in the research field. She holds a B.E (Electronics and Instrumentation) degree (Haryana University) followed by Post Graduation in Business Administration from Mumbai University.

Education: Moscow State University of International Relationships, International Business and Business Administration, 1997

Career:

1996-2003. Duferco Moscow. Junior Steel Products Trader, Steel Products Trader

2003-2007. Duferco SA, Switzerland. Senior Steel Products Trader

2007-2010. TC Evraz Holding. Moscow. Managing Director

2010-present. Duferco SA, Switzerland. New Projects, Market Intelligence, Global Inventory Management, Derivatives Trading, Director

Marco Micciché, after a degree in Political Science and International Relations from University of Genoa, attended as Assistant and Associate of Compared Public Law at the University of Genoa during which he wrote articles and publications about international politics and economics. He holds a Master Degree in "European Studies and Global Affairs" at ASERI (High School of Economics and International Relations) from Università Cattolica del Sacro Cuore of Milan. He has 17 years’ experience in the steel trading where he managed both Flats products and Metallics. He joined Eusider Group in 2020 as CEO of Eusider Trading, focusing in the international trade of Scrap, Semis and Finished Products from the Swiss-based headquarter in Lugano.

Josh Toney is a Steel Derivatives Broker at Freight Investor Services (FIS), a leading freight and commodity brokerage, residing in their US office in Connecticut. Josh was a senior trader at DJJ managing a multi-million-dollar monthly trade book, before helping lead the development of steel derivatives on both the CME and LME at FIS. Josh brings unparalleled experience to the trading and broking of steel and scrap derivatives meshing both physical and financial aspects for market color and intelligence.

Kelvin Fu is the Managing Partner at Gunung Capital. Based in Singapore, Gunung Capital is a private investment management company focused on impact investments guided by environmental, social, and governance frameworks. His responsibilities include deal sourcing, structuring, analysis, and portfolio management across the company’s investments in infrastructure-related industries, building materials, commodities, sustainability, and impact-linked projects especially in the decarbonization and carbon credit industries.

Kelvin was instrumental in charting and implementing the change management at various portfolio companies which involved the transformation of business goals, processes and technologies. This has resulted in a significant turnaround at the businesses from a loss-making to record profits. In particular, he was instrumental in the change management at Gunung Raja Paksi, Indonesia’s largest privately owned steel company.

Kelvin is also the Co-Founder of a private equity real estate investment and development firm focused on multifamily, student housing, retail office and mixed-used properties in the US Mid-Atlantic region. He has worked on numerous deals spanning numerous sectors, including consumer related sectors, energy, and healthcare in different geographic regions such as North Asia, Southeast Asia and Europe.

Kelvin is a graduate of the National University of Singapore (Bachelor of Social Science in Political Science), Macquarie University (Masters of Applied Finance) and the Johns Hopkins Carey Business School (M.B.A.). He has published a case study from Stanford University, “Strengthening Electricity Distribution in Uganda: The Role of Private Equity.”

Kelvin is an active participant in the Asia Investor Group for Climate Change, Family Business Network in Asia and the Taskforce for Voluntary Carbon Markets. Kelvin is a member of the Milken Institute Young Leaders Circle and Young President’s Organization.

Dr Hana Mandova is an energy analyst at the International Energy Agency (IEA), within the industry team of the Energy Technology Policy Division. Her focus is on defining the current and future energy trends of the iron and steel sector and together with Dr Peter Levi, she is one of the co-authors of the presented Iron and Steel Technology Roadmap. Prior joining the IEA in 2019, Hana completed a PhD on possibilities for decarbonisation of the European iron and steel industry and published multiple journal articles evaluating different emission reduction strategies for the industry sector.

Kazuo Mike Fujisawa joined NKK Corporation in 1982 and has held management positions in sales, engineering and in an assistant role to CEOs. After NKK merged with Kawasaki Steel to create JFE Steel in 2003, he has held positions in the Corporate Planning Department and Overseas Business Planning Dept. He was on the committees and the Board of Directors of California Steel Industries from 2003 to 2016. He is the member of worldsteel’s Communication Committee and Economic Committee. He has spoken at a number of steel conferences around the world. He graduated from Seattle University, USA and from Sophia University, Japan.