HSBC's Guide to Cash, Supply Chain and Treasury Management in ...

JuAN orTiN
Senior Manager, Indirect Tax, Ernst & Young, Beijing
Contributors
Section title
Juan Ortin has more than 10 years of experience advising in indirect taxes, particularly EU VAT, and also
customs duties, excise duties and transaction tax issues and has worked for major corporate and private
equity clients, assisting them in tax planning, tax audit and tax controversy assignments. He has been
actively involved with the Instituto Empresa (IE) law and tax educational programmes as a VAT professor
and is a regular speaker at tax seminars for both Ernst & Young and external parties. Mr Ortin has
authored a section of the Spanish tax authority’s VAT inspectors book as well as many articles published
in different economic newspapers about European indirect taxes.
KAri PAhLMAN
Principal, Asia Pacific Leader, Global Transfer Pricing Services, KPMG
Kari Pahlman leads more than 500 KPMG transfer pricing professionals across the Asia Pacific region and
has over 12 years of experience in tax and financial advisory in relation to international taxation, transfer
pricing and valuations. He specialises in various economic advisory assignments in relation to transfer
pricing, tax effective supply chain management and asset valuations and has served as an engagement
leader for numerous regional and global projects in these areas. Mr Pahlman’s industry experience in
transfer pricing work spans industrial and consumer markets, financial services as well as information
and communications industries.
SCoTT PEZZA
Research Analyst, Financial Management and Governance, Risk, and Compliance (GRC) Practice, Aberdeen Group, US
As Research Analyst at the Aberdeen Group, Scott Pezza’s research focus includes process automation
and strategic views of corporate financial functions, including accounts payable, accounts receivable and
treasury management. Prior to joining Aberdeen, he spent six years with Allusive Information Systems, a
data-processing service provider for click-and-mortar retailers. Mr Pezza holds a Bachelor of Arts degree
in English and Philosophy from Clark University, US, and a JD/MBA from Boston University, US, where
he served on the Executive Board of the Annual Review of Banking and Financial Law.
ThoMAS PooN
Head of Business Planning and Strategy, Hong Kong, HSBC
As Head of Business Planning and Strategy for HSBC in Hong Kong, Thomas Poon strategises and
promotes the RMB business initiative in Hong Kong. Prior to his current position, which he assumed
in November 2010, he was a Director in Global Banking at HSBC. Mr Poon has worked extensively
on China-related business development at HSBC’s area office for China – initially in Hong Kong (1992-
2002) and later in Shanghai (2003-2005). He has 27 years of industry experience, having joined HSBC’s
graduate trainee programme in 1985.
TrAviS qiu
Partner, Transfer Pricing and Tax Effective Supply Chain Management, Ernst & Young, Shanghai
Travis Qiu has 17 years of experience in tax and business advisory and currently specialises in transfer
pricing and tax effective supply chain management (TESCM). He has worked with Ernst & Young’s tax
practices in Shanghai and New York. His experience includes advising multinational companies on China
investment, mergers and acquisitions, transfer pricing (TP) planning, TESCM and business restructuring.
He has also assisted multinational companies in TP audit defence, mutual agreement procedures (MAP)
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