PWMA Summit and Dinner 2017

21st September 2017 - HKCEC

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PWMA Wealth Management Summit Agenda

Venue: Meeting Room N201, new wing, Hong Kong Convention and Exhibition Centre

1:00pm Registration
2:00pm Welcome Remarks
Amy Lo, Chairman, Executive Committee of Private Wealth Management Association; Chairman and Head Greater China, UBS Wealth Management, and Chief Executive, UBS Hong Kong Branch, Group Managing Director
2:20pm Opening Remarks
The Honourable Paul MP Chan, GBM, GBS, MH, JP, Financial Secretary, The Government of the Hong Kong Special Administrative Region
2:35pm Reading the China Roadmap: Opportunities Amid New Policy Directions
How might China’s policies such as “One Belt, One Road”, the Greater Bay Plan and the shift toward domestic consumption create new opportunities for development, investment and wealth creation? Speakers involved in analysing China’s economy, advising on its policies and investing in its future offer their perspectives and insight.
Moderator : Wendy Tsang, Vice Chairman, Executive Committee of Private Wealth Management Association and
Managing Director, Head of Private Banking, Bank of China (Hong Kong) Limited
- Franklin Lam, Founder, HKGolden50
- David YK Wong, PhD, GBS, BBS, JP, Chairman, Mandatory Provident Fund Schemes Authority
- Geng Xiao, Professor of Practice in Finance and Public Policy, School of Business and Faculty of Social Sciences, The University of Hong Kong
3:15pm Keynote Speech
Arthur Yuen, JP, Deputy Chief Executive, Hong Kong Monetary Authority
3:40pm Family Businesses: The NextGen View
An analysis of how family office can serve as a glue to keep Asian families together across generations, with a conversation about the priorities and challenges of the next generation within a successful family business.
Moderator : Professor Roger King, Founder & Director, Tanoto Center for Asian Family Business and Entrepreneurship Studies, HKUST; Founder & Director, Thompson Center for Business Case Studies, HKUST
- Philippe Bera, Chief Operating Officer, Omtis Group of Companies
- Justin Leong, Managing Partner and Chief Investment Officer, Alpha Goal International Limited
- Pamela Tung, Director for the Trans-Pacific and Trans-Atlantic Trades, Orient Overseas Container Line Limited
- Benny Wong, Vice President & Chief Financial Officer, Glory United Investment Limited
4:20pm Coffee Break & Networking
4:40pm Fintech, Regulation and Regtech: Challenges and Solutions in Relation to Technological Innovation in Private Wealth Management
The transition to a multi-platform world in which clients can access an ever wider range of financial services from their PCs and mobile devices is prompting regulators to institute new guidelines and rethink old ones. How do they strike the balance between investor protection and encouraging innovation? And how can new technological applications help lighten the regulatory burden and address concerns over rising compliance costs?
Moderator: Peter Stein, Managing Director, Private Wealth Management Association
- Henri Arslanian, FinTech & RegTech Lead, China/HK, PwC
- Christina Choi, Executive Director, Investment Products Division, Securities and Futures Commission, Hong Kong
- Meena Datwani, JP, Executive Director (Enforcement & AML), Hong Kong Monetary Authority

The Future of Private Wealth Management: Perspectives From NextGen Professionals
The future of private wealth management, as seen and experienced by young professionals who are living the transition into a world of mobile platforms, robo-advice and clients who communicate primarily through WeChat. What's changing versus the traditional world of private banking their mentors lived through? What isn't?
Moderator: Stefanie M. Hon, Managing Director, Senior Private Banker, Citi Private Bank
- Christopher Jones, Director, International Private Wealth, HSBC Private Banking
- Tom Lee, Director, Bank of Singapore
- Ronald Li, Director, Client Relationship Management, Bank of China (Hong Kong) Private Banking
- May Lim, Executive Director, Private Banking, Standard Chartered Bank

6:00pm Closing Remarks
Peter Stein, Managing Director, Private Wealth Management Association

*The programme and speakers are subject to change.
**Speakers are listed in alphabetical order of their last name



Event Secretariat
Ms. Barbara Law, Plus Concepts
Telephone : +852 8203 6091
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