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Agenda

Agenda

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Time Programme
8:15am Registration
8:50am Welcome Remarks
Arthur Bacci, Head of Hong Kong Group, Principal, and HKIFA Chairman
9:00am Global financial stability and the role of the fund management industry
James H Lau, Jr, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR
9:30am From the lens of industry players: How would the Hong Kong industry look like in 2020 - in terms of players, products and pricing? What are the key forces of change?
Moderator: Daniel Celeghin, Head of Wealth Management Strategy Asia-Pacific, Casey Quirk by Deloitte
Panelists:
  • Pedro Bastos, Chief Executive Officer, Asia-Pacific, HSBC Global Asset Management (Hong Kong) Limited, and Chairman of HKIFA Unit Trust Sub-committee
  • Richard Tang, Chief Executive Officer, ICBC Credit Suisse Asset Management (International) Company Limited
  • Zhong Xiaofeng, Chief Executive Officer, North Asia, Amundi Hong Kong Limited
10:30am

From the lens of investors: Investor Survey findings: Key take-aways from the survey; and based on the findings, how can the industry be able to better serve the needs of investors.
Presentation of the findings - Winnie Yeung, Managing Director, Cimigo

Panel discussion -
Moderator: Bruno Lee, Senior Managing Director, Head of Partnership, Product and Platform Development, Manulife Asset Management, and HKIFA Executive Committee member
Discussants:
  • David Kneebone, General Manager, Investor Education Centre
  • Adeline Tan, Head of Investment Advisory, Hong Kong, Mercer Investments (HK) Limited
11:30am Coffee Break
12:00nn Regulatory agenda for 2017, in particular in relation to investment products, suitability, and commissions/fees; and conflict management.
Fire side chat:
  • Christina Choi, Executive Director, Investment Products Division, Securities and Futures Commission, Hong Kong
Interviewer:
  • Graham Turl, Managing Director and General Counsel Asia Pacific, BlackRock Asset Management North Asia Limited, and HKIFA Vice Chairman
12:45pm Lunch
Fiduciary duties of fund managers as investors - a critical review of the corporate governance culture of the listed companies in Hong Kong and the role of fund managers in enhancing the CG standards.
Moderator: David Smith, Head of Corporate Governance, Aberdeen Asset Management Asia Limited
Panelists:
  • Pru Bennett, Head of Investment Stewardship APAC, BlackRock
  • Brian Ho, Executive Director, Corporate Finance Division, Securities and Futures Commission, Hong Kong
  • Y.K. Park, Director, Sustainability & Governance, Asia Pacific, APG Asset Management
  • Wendy Yung, Council Member, Member of Corporate Governance Working Group, Hong Kong Institute of Certified Public Accountants
2:15pm Alternative distribution platforms: Does Hong Kong need such a model? What are the experiences in other markets, and what are the critical success factors if Hong Kong is to adopt such a model?  (this session will be conducted in Mandarin)
Moderator: Nelson Chow, Managing Director, AllianceBernstein Hong Kong Limited, and HKIFA Executive Committee member
Panelists:
  • Eagle An, President, MiCai Limited
  • Cecilia Hu, Chief Administrative Officer, Fundrich Securities Company Limited
  • Benny Mau, Managing Director, China Securities International Finance Holding Company Limited, and Chairman, Hong Kong Securities Association
3:15pm Coffee Break
3:45pm Mainland fund market - the next 3-5 years: Where do the opportunities lie? How can international asset managers effectively tap the opportunities?
Moderator: Alex Boggis, Managing Director, Aberdeen International Fund Managers Limited, and HKIFA Executive Committee member
Panelists:
  • Chantal Grinderslev, Senior Consultant & Director of Operations, Z-Ben Advisors
  • Sandra Lu, Partner, Llinks Law Offices
  • William Ma, Co-Chief Investment Officer, Noah Holdings (Hong Kong) Limited, and Co-Chief Investment Officer, Partner, Gopher Asset Management
  • Zhou Cheng, Head of HK office, Managing Director, Jupai Holdings Limited
4:45pm Closing Remarks
Arthur Bacci, Head of Hong Kong Group, Principal, and HKIFA Chairman
4:50pm End
 Emcee: Elvin Yu
 *The programme and speakers are subject to change.