Hong Kong Investment Funds Association 8th Annual Conference

Agenda

Updated 27 October 2014

Innovation – in the context of the fund management industry

Time

Agenda

8:15

Registration

8:50

Welcome remarks
Bruno Lee, HKIFA Chairman

9:00

How to further foster the development of the HK fund management industry?
Keynote speech by Prof K C Chan, Secretary for Financial Services and the Treasury, The Government of the HKSAR

9:15

Financial innovations — prospects for the asset management industry
Keynote speech by Alexa Lam, Deputy Chief Executive Officer, Executive Director - Investment Products, International & China, Securities and Futures Commission, Hong Kong

9:45

Coffee break

10:15

Innovation in distribution — will there be disruption?

Moderator: Lieven Debruyne, Chief Executive Officer, Hong Kong and Head of Intermediary, Asia Pacific,
                   Schroder Investment Management (Hong Kong) Limited
Panelists:
  - Donna Cotter, Vice President, Head of Asia Wealth Management, Manulife Financial Asia Limited
  - Elaine Lai, Head of Wealth Development, Retail Banking and Wealth Management, Hong Kong,
    The Hongkong and Shanghai Banking Corporation Limited
  - Kelvin Yip, Chief Operating Officer, Hong Kong, iFAST Financial (HK) Limited

11:15

Regional cooperation
  - Fund Passports: ASEAN, ARFP and mutual recognition between the Mainland and Hong Kong -
   what do these passports mean for fund managers and regulators?
  - Enhancing industry standard and professionalism

Moderator: Andrew Turner, HKIFA Executive Committee member
Panelists:
  - Mark Austen, Chief Executive Officer, Asia Securities Industry & Financial Markets Association
  - Christina Choi, Senior Director, Investment Products, Securities and Futures Commission,
    Hong Kong
  - Gerard Fitzpatrick, Senior Executive Leader, Investment Managers and Superannuation,
    Australian Securities and Investments Commission
  - Eugene Wong, Executive Director, Corporate Finance & Investments, Securities Commission Malaysia

12:15

Networking lunch

1:30

Product innovation — how to balance risk management and growth?
  - Sharing of success story: TianHong Zeng Li Bao/Yu E Bao from the Mainland
  - How to re-engineer product development to meet the needs of investors from different segments
    (retail, HNWIs etc.)

Moderator: Isabella Chan, HKIFA Executive Committee member
Panelists:
  - Steve Chiu, Vice President, Investment Funds, Manulife (International) Limited
  - Dany Dupasquier, Head, Group Funds, Group Wealth Management, Standard Chartered Bank
  - Yoon Ng, Asia Research Director, Cerulli Associates
  - Zhou Xiaoming, Deputy General Manager, TianHong Asset Management Company Limited

2:30

Coffee break

3:00

Leveraging operational innovation to deal with business issues
  - Margin compression
  - Increased regulation and supervision
  - Client service demands
  - Transparency

Moderator: Graham Turl, HKIFA Executive Committee member
Panelists:
  - Dean Chisholm, Regional Head of Operations, Asia Pacific, Invesco Asset Management Pacific
    Limited
  - Sean Colvin, Partner, Consulting, PricewaterhouseCoopers Consulting Hong Kong Limited
  - Ian Stephenson, Global Head of Fund Services, HSBC Securities Services, The Hongkong and
    Shanghai Banking Corporation Limited
  - Lisa Wong, Head of Infomediary Sales and Client Relationship Management in Asia Pacific,
    Brown Brothers Harriman (Hong Kong) Limited

3:50

The future pension development in Hong Kong
  - Opportunities and challenges: from Employee Choice Arrangement ("ECA") to full portability,
    and implication in terms of distribution, products and services, and cross-over between MPF and
    retail fund distribution
  - Bridging the pension gap – Universal Pension and Third Pillar as potential solution

Moderator: Bruno Lee, HKIFA Chairman
Panelists:
  - Darren McShane, Chief Regulation and Policy Officer & Executive Director, Mandatory Provident
    Fund Schemes Authority
  - Philip Tso, Director, Investment Services, Hong Kong, Towers Watson
  - Elvin Yu, Managing Director, Head of Institutional Business, Greater China and South East Asia,
    Allianz Global Investors

4:50

Closing remarks
Terry Pan, HKIFA Vice Chairman

Please note that the programme and speakers are subject to change.