Event date: Monday, June 7th, 2021
Time Programme
8:15am Registration
8:45am Welcome & opening remarks
Nelson Chow, HKIFA Chairman
9:00am Keynote speech
Julia Leung, Deputy Chief Executive Officer and Executive Director, Intermediaries, Securities and Futures Commission
Moderator: Blair C. Pickerell, Industry Veteran
9:30am From the lens of the authorities/regulators:
Fintech, what does it mean for the financial services industry?
  • Joseph H. L. Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of the Hong Kong Special Administrative Region
  • Clara Chiu, Director, Licensing and Head, Fintech unit, Intermediaries, Securities and Futures Commission
  • A senior representative from Mandatory Provident Fund Schemes Authority (inviting)
Moderator: Jame DiBiasio, Founder & Editor, DigFin Group
10:10am Coffee Break
10:30am Fireside chat
Collaboration and connectivity in the new era
  • Amy Lo, Chairman, Executive Committee, Private Wealth Management Association
  • Edward Moncreiffe, Deputy Chairman, The Hong Kong Federation of Insurers
  • Maggie Ng, Alternate Chairperson, The Hong Kong Association of Banks
Host: Nelson Chow, HKIFA Chairman
11:15am Distribution – how the landscape is changing: new opportunities and potential threats to the existing business model
  • Sami Julian Abouzahr, Head of Customer Wealth, Hong Kong, Wealth and Personal Banking, The Hongkong and Shanghai Banking Corporation Limited
  • Rockson Hsu, Chief Executive Officer, ZA Bank
  • Kenneth Shih, Head of Sales & Marketing, AQUMON
Moderator: Sebastian Enberg, Editor, Asian Private Banker
12:00nn Fireside chat
Asset classes – beyond equities and bonds… What other alternatives should investors look for to better leverage on the emerging opportunities? What are the value propositions that managers should offer?
  • Ernest Chan, Managing Director, Head of Investment Management Services, Morgan Stanley Private Wealth Management Asia
  • Michael Dennis, Managing Director, APAC Head of Alternatives Strategy & Capital Markets, BlackRock
Host: Jayne Bok, Head of Investments, Asia, Willis Towers Watson


1:15pm Breakout sessions (hosted by the respective HKIFA sub-committee chairs/vice chairs)
Room A: Pensions Sub-Committee
  • Paul J. Sellers, Chairman of HKIFA Pensions Sub-committee
  • Philip Tso, Vice Chairman of HKIFA Pensions Sub-committee
Room B: Unit Trust Sub-Committee
  • Nelson Chow, Chairman of HKIFA Unit Trust Sub-committee
  • Elisa Ng, Vice Chairman of HKIFA Unit Trust Sub-committee
Room C: Regulatory Sub-Committee
  • Florence Chan, Co-Chairman of HKIFA Regulatory Sub-committee
  • Sam Yu, Co-Chairman of HKIFA Regulatory Sub-committee
Coffee break
2:15pm Reconvene at the ballroom
2:20pm Closing speech
What does 5G mean to us – to our daily life? to the financial services industry?
Tom Chan, Managing Director, Commercial Group, Hong Kong Telecom
2:50pm Closing remarks
Amy Cho, HKIFA Vice Chairman
2:55pm End
Emcee: Steven Wells, HKIFA Executive Committee member

*The speakers, programme, format and content of the event are subject to change without prior notice

Updated: 12 April 2021