Agenda
updated: 20 June 2011

8:30am

Registration and Refreshments

 

9:15am

QDII – The Regulatory Perspectives

-          Capital Rules for QDII Funds

-          QDII Destinations and Quota

 Yang TieCheng, Partner, Clifford Chance

10:00am

QDII Fund Performance – The Status Quo

-          The Performance Review

-          QDII Innovations and Trend

Sam Young, Head of 2RICH QDII Research, FX168 Group

10:35am

Coffee Break

                  

11:05am

The Future of Trading Global Markets from China

Alan A. Dean, Global Head of Cross Asset FIX Connectivity, Global Banking and Markets, HSBC
 

11:35am

The Transformation of Global Market

-          The Evolution of Equities Market Structure in Asia Pacific

-          Rising of High Frequency Trading

-          Electronic Trading Adoption in Asia

Hua Zhang, Analyst - Banking, Securities & Investments, Celent

            

12:00pm

Leveraging the Resources of International Brokers

-          How International Brokers can Help?

-          The Strength and the Platform

-          Execution and Research Capabilities

Punit Mittal, Global Head of Electronic Trading, Daiwa Securities Capital Markets

            

12:40pm

Luncheon

               

1:50pm

Setting Up a QDII Desk

-          How to Get Started

-          Investing into the Global Markets vs Domestic Market

-          Multi-Asset Classes

-          Operation and Compliance Considerations

Jack He, CTO, BNY Mellon Western Fund Mgmt. Co.
Edmond Ng, Head of Global Custody, China, HSBC Securities Services
Jerry Xie, Experienced QDII Trader
 

2:30pm

Index Innovations and QDII Product Developments

-          The Product Development Cycle

-          Case Study

Chin Ping Chia, Head of Asia Equity Research, MSCI Inc

 

3:00pm

Automation and Post Trade Management

-          QDII Trading Vs Domestic Trading – The Post Trade Cycle and Trend

-          Risk Management and Technology Issues

-          How to get started?       

George Jia, Chief Representative & China Business Manager, Shanghai Representative Office, Omgeo
 

3:30pm

End of Conference