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Simultaneous interpretation services (Mandarin/English) will be provided. Updated 31 October 2013
Time Agenda
8:15 Registration 
8:50 Welcome Remarks

Lieven Debruyne, HKIFA Chairman
9:00 The Hong Kong fund management industry: how to take it to the next stage?

Dialogue between Prof. K C Chan, Secretary for Financial Services and the Treasury, The Government of the HKSAR and Lieven Debruyne, HKIFA Chairman

9:45 Keynote Speech: Development of the Mainland fund industry, in particular focusing on cross-border initiatives - such as mutual recognition of funds, QFII, RQFII and QDII  

Xu Hao, Deputy Director-General, Department of Fund Supervision, China Securities Regulatory Commission

10:15 Keynote Speech: RMB-related investment products

Alexa Lam, Deputy Chief Executive Officer, Executive Director - Investment Products, International & China, Securities and Futures Commission, Hong Kong


Coffee Break

11:15 Panel: Product innovation - what will be the next trend?

Moderator: Bonnie Lam, HKIFA Vice Chairman

- Gabriel Gondard, Head of Strategic Product Management, Asia ex-Japan, BlackRock
- Showbhik Kalra, Head of Product, Asia Pacific, Schroder Investment Management
- Mark Shipman, Partner, Head of the Global Funds and Investment Management Sector, Clifford Chance



RMB internationalization - the way forward

Interviewer: Bill Rosensweig, Partner, Investor Services, Brown Brothers Harriman

Interviewee: George Leung, Advisor, Asia Pacific, The Hongkong and Shanghai Banking Corporation Limited

1:45 Panel: How can the fund industry better cater for the needs of investors of HK and Mainland, from distributor's and fund house's perspectives?

Moderator: Bruno Lee, HKIFA Executive Committee member and Unit Trust Subcommittee chairman

- Rosita Lee, Head of Investment Products and Advisory Business, Hang Seng Bank Limited
- Terry Pan, Managing Director, Head of Hong Kong Business, J.P. Morgan Asset Management
- Paul A. Smith, Vice President & Head of Individual Financial Products, Manulife (International) Limited
- Joey Zhang, Managing Director, Wealth Management & International Business, Shanghai Wind Information Co., Ltd
2:45 Coffee Break
3:15 Panel: How can MPF and ORSO better capitalize on the economic growth in the region, including China, both equity and fixed income space?

Moderator: Nick Good, HKIFA Executive Committee member

- Francis Chung, Chief Executive Officer, MPF Ratings Limited
- Bryan Collins, Portfolio Manager - Fixed Income, Fidelity Worldwide Investment
- Darren McShane, Executive Director (Regulation and Policy), Mandatory Provident Fund Schemes Authority
- Stuart Winchester, Senior Portfolio Manager, Allianz Global Investors
4:15 Panel: Latest regulatory developments on mutual recognition, Hong Kong funds in company form and Luxembourg's views towards Mainland investments

Moderator: Florence Chan, HKIFA Regulatory Subcommittee vice chairman

- Marie-Anne Kong, Partner, Asset Management Industry Group Leader, PwC
- Claude Kremer, Partner, Arendt & Medernach
- Trevor Lee, Director, Investment Products, Securities and Futures Commission, Hong Kong
- Sandra Lu, Partner, Llinks Law Offices
5:00 Closing Remarks

Bonnie Lam, HKIFA Vice Chairman
*Please note that the programme and speakers are subject to change.




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