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| Agenda |
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(for conference delegates only, login is printed on Information page on the conference brochure.)
The video clips will be available in mid November.
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| Time |
Agenda |
| 08:25 - 08:50 |
Registration
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| 08:50 - 08:55 |
Welcoming Remarks
Kerry Ching, HKIFA Chairman
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| 08:55 - 09:15 |
Keynote Speech:
The implications of the Mainland's 12th Five-Year Plan and how should Hong Kong's fund industry position itself to leverage on the opportunities?
John Tsang, Financial Secretary, The Government of the Hong Kong Special Administrative Region
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| 09:15 - 09:40 |
Keynote Speech:
A review and outlook of the
regulatory landscape
Ashley Alder, Chief Executive Officer, Securities and Futures Commission
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| 09:40 - 10:40 |
Striking an appropriate balance between investor protection and market development
Moderator: Terry Pan, HKIFA Unit Trust Subcommittee chairman
| Panelists: |
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Prof. Kalok Chan, Head, Department of Finance, Director of Value Partners Center for Investing, School of Business and Management, The Hong Kong University of Science and Technology |
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Rory Gallaher, Partner, Head of Financial Services Practice Group, Deacons |
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Desmond Ng, Chief Operating Officer, Head of Sales & Marketing, Asia ex Japan, Invesco Hong Kong Ltd |
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Wendy Tsang, Deputy General Manager, Global Markets, Bank of China (Hong Kong) Ltd. |
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| 10:40 - 11:05 |
Break
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| 11:05 - 11:25 |
EU: what are the latest regulatory changes and how would that affect non-EU jurisdictions?
François Drazdik, Senior Industry Affairs Advisor, Association of the Luxembourg Fund Industry
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| 11:25 - 11:45 |
Cross-border distribution of mutual funds in Asia - opportunities and challenges
Lise Carpenter, Senior Research Analyst, Strategic Insight
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| 11:45 - 12:45 |
Implications of FATCA to the fund industry (outside US)
Moderator: Isabella Chan, HKIFA Regulatory Subcommittee chairman
Part A: Presentation
| Speaker: |
Charles Kinsley, Principal, Hong Kong Corporate Tax, KPMG China and ASPAC Global Tax Outsourcing Partner |
Part B: Panel discussion
| Panelists: |
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Karl J. Paulson Egbert, Registered Foreign Lawyer, Dechert |
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Pierre G. Noel, Director, Advisory Services, KPMG China and Head of FATCA Services, Asia Pacific |
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Mark Oh, Head of Tax, Asia Pacific, BlackRock (Hong Kong) Ltd |
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David Weisner, US Tax Counsel for Asia Pacific, Citibank, N.A. |
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| 12:45 - 1:55 |
Networking Lunch
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| 1:55 - 2:55 |
Exploring the Employee Choice Arrangement ("ECA") market - from the perspective of intermediaries
Moderator: Kerry Ching, HKIFA Chairman
| Panelists: |
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Clara Fan, Senior Branch Manager, Sun Life Hong Kong Ltd. |
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Eric Fu, Head of Business Development, Wealth Management, Retail Banking and Wealth Management, The Hongkong and Shanghai Banking Corporation Limited |
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Glenn Turner, Chief Operations Officer, Altruist Financial Group Ltd., and Chairman - Independent Financial Advisors Association |
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| 2:55 - 3:15 |
Break
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| 3:15 - 3:40 |
Keynote Speech:
Hong Kong : The Premier Offshore Renminbi Business Centre
Peter Pang, Deputy Chief Executive, Hong Kong Monetary Authority
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| 3:40 - 4:40 |
QFII, QDII, offshore RMB business, Mainland fund market - opportunity sets for international fund managers and Mainland fund managers
Moderator: Lieven Debruyne, HKIFA Executive Committee member
| Panelists: |
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King Au, Chief Executive Officer, BOCHK Asset Management Ltd. |
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Wendy Bei, Chief Operating Officer, Bank of Communications Schroder Fund Management Co., Ltd. |
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Jonathan Ha, Director, Advisory Services, Z-Ben Advisors |
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Ben Zhang, Joint Managing Director, Haitong International Asset Management Ltd. |
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| 4:40 - 4:45 |
Closing Remarks
Terry Pan, HKIFA Vice Chairman
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* Please note that program and speakers are subject to change. |
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